Ticker Wire

$LITE $GLW $AAOI $COHR $MRVL | Goldman Sachs identifies optical networking as the next AI super trend, projecting a $154B TAM by 2028. Moving to NVIDIA’s Rubin Ultra drives a 29X jump in interconnect value as 1.6T speeds and CPO technology launch a massive cycle in 2026.

$INTC $AMD $ARM | Intel lands Tesla as the first major customer for its next generation 14A process at Elon Musk’s Terafab project. With custom ASIC business hitting a $1B run rate and a massive Q1 beat, Intel is scaling to dominate the robotics and agentic AI era.

$UMAC $RCAT $LUNR $AVAV $KTOS $DPRO | Pentagon unveils a massive $55B drone plan under DAWG, replacing Replicator with a 24,000% funding surge. Aiming for "Drone Dominance," the U.S. is pivoting to autonomous swarm warfare to secure the Pacific.

$UEC $MP $UUUU $UAMY $USAR $CCJ | The U.S. is ramping up uranium imports from Namibia to fuel the nuclear plants powering the AI data center boom. By securing a "China free" supply for 24/7 baseload energy, Washington is leading a global Nuclear Renaissance.

$FNMA $FMCC | Bill Ackman is pushing for a historic restructuring of Fannie and Freddie. By retiring the government’s liquidation preference, he believes the Treasury can unlock up to $300B in value. This move signals a massive shift toward privatizing the US housing market.

$LUNR $BKSY $RDW $RKLB $ASTS | India’s space sector is set to reach $44B by 2033 following the successful Artemis II mission. As a key Accord signatory, ISRO is leveraging lunar data to accelerate Gaganyaan and Vision 2040, eyeing an 8% global market share by 2033.

$UEC $MP $UUUU $CCJ $BWXT | Uranium’s return to the U.S. Critical Minerals list is a catalyst for Wyoming projects like Myriad Uranium’s Copper Mountain. Backed by the $12B Project Vault reserve and accelerated permitting, Wyoming is rebuilding a secure nuclear fuel chain.

$UEC $MP $UUUU $UAMY $USAR | U.S. and China are officially hoarding uranium as a critical mineral. With Project Vault’s $12B reserve and China’s record Russian imports, the uranium market is in a structural "squeeze."

$MP $UUUU $UAMY $USAR $LAC $CRML | Ambassador Greer and the EU finalize a landmark Action Plan for Critical Minerals. By establishing price floors and common standards, the deal insulates Western markets from non market distortions as supply security takes priority.

$GSAT $LUNR $ASTS $RKLB | FCC Chair Brendan Carr backs Amazon’s $11.6B Globalstar deal, eyeing a "healthy 3 player" space race with SpaceX, Amazon and AST SpaceMobile. Carr’s "all gas, no brakes" approach to orbital AI data centers and D2C signals a massive bull cycle for space.

$FNMA $FMCC | FHFA Director Bill Pulte: "Fannie Mae and Freddie Mac are worth between $500B to $750 Billion dollars." Backed by $200B in cash, a potential IPO is being considered to extract value for taxpayers and end conservatorship.

$OKLO $SMR $UEC $NEE $LEU | Gallup confirms U.S. support for nuclear energy has hit a record high of 46%. As the only energy source to see growth since 2021, nuclear is emerging as the bipartisan solution for the AI and data center power boom.

$IREN $NBIS $WULF $CIFR $BITF | Microsoft is investing a record $10B in Japan through 2029 to scale AI infrastructure and cybersecurity. Partnering with SoftBank and Sakura Internet, this move secures Japan’s data sovereignty and fuels its transition to an AI first economy.

$MP $UUUU $UAMY $USAR $LAC $CRML | The EU and US are nearing a critical minerals pact to shatter China’s supply chain dominance. This 2026 deal focuses on price guarantees and joint subsidies for lithium, cobalt and rare earths, ensuring miners can scale without being undercut.

$UEC $CCJ $UUUU $OKLO $SMR $NNE $LEU | NRC approves TerraPower’s Kemmerer Power Station, the first commercial reactor construction permit in 10 years. This Bill Gates backed Natrium plant is the first ever advanced commercial scale reactor to receive a U.S. build permit.

$MP $UUUU $UAMY $USAR $LAC $CRML | The robotics revolution requires a mineral surge in NdPr, copper, and lithium that dwarfs modern history. With humanoids needing over 28 motors and high density batteries, this hardware race is the next great frontier for critical minerals.

$MU $SNDK $WDC $STX | Micron projects that Level 4 autonomous vehicles will require over 300GB of memory, a 20X increase from current models. This surge, driven by high resolution sensor fusion and AI, makes the automotive sector a primary rival to data centers for DRAM.

$GSAT $ASTS $RKLB $VOYG $PL | SpaceX secures a $20 billion bridge loan to refinance debt ahead of its historic $1.75 trillion IPO. The loan replaces five existing facilities, including those tied to xAI and X, reducing total debt to $20.07 billion.

$FNMA $FMCC | Smart money is piling into Fannie and Freddie as Bill Ackman calls it "stupidly cheap" with a 10X potential. With a DCF fair value of $91 and the Trump admin eyeing a Q2 2026 reprivatization, the asymmetric trade is officially live.

$MP $UUUU $UAMY $USAR $LAC $CRML | USTR Greer confirms the U.S. is drafting a critical minerals trade pact with a "select group." To counter China’s dumping, the deal will feature a price floor, ensuring allied miners trade at fair value.