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$ASTS ✨ Another milestone for AST SpaceMobile's manufacturing expansion. 🚀 The Midland Development Corporation (MDC) announced that its Board of Directors will consider an Economic Development Agreement with AST SpaceMobile on July 20. The proposal includes: • Expansion of satellite manufacturing at Midland Spaceport Business Park • Approximately 1,800 direct jobs • Around $150 million in taxable capital investment • Performance-based incentives According to MDC, the project is expected to strengthen Midland as a hub for space, defense, and communications technology while supporting long-term regional economic growth. Note: This is a proposed agreement that will be considered by the Board on July 20, not a finalized approval. linkedin.com/posts/midland-…

$KEEL ✨ PJM, the largest U.S. grid operator, expects a 6.8 GW power shortfall by 2028. This is more than just an energy story—it highlights one of the biggest constraints facing AI infrastructure. ✔ PJM projects a 6.8 GW capacity shortfall for the 2028 delivery year. ✔ Surging AI data center and industrial power demand are major drivers. ✔ Hyperscalers are expected to shoulder more of the cost for new generation and transmission infrastructure. Read-through for $KEEL Pennsylvania—one of KEEL's primary development regions—is located within the PJM market. As power becomes scarcer, the value of assets with: • Existing power access • Grid and substation infrastructure • Permitted AI-ready sites continues to increase. This is not company-specific news for KEEL, but it reinforces the long-term investment thesis that reliable power is becoming one of the most valuable assets in the AI infrastructure ecosystem. energyconnects.com/news/utilities…

Execution continues. BlueBird 11 has arrived at Cape Canaveral, while BlueBirds 12 and 13 are now en route to Florida. This is about execution, not promises. Satellite manufacturing ➡️ Transportation ➡️ Arrival at the launch site ➡️ Falcon 9 launch ➡️ Orbital deployment ➡️ Commercial service expansion AST SpaceMobile continues to move through its roadmap one milestone at a time. The next major milestone is the first-half-of-August launch.

$KEEL ✨ KEEL Infrastructure CEO Ben Gagnon says Pennsylvania is rapidly becoming one of the most attractive data center markets in the United States. He highlighted several key advantages: ✔ Abundant natural gas and nuclear power ✔ A cooler climate favorable for data center operations ✔ Proximity to major metros including New York, New Jersey, and Northern Virginia ✔ Industrial brownfield sites with existing grid and water infrastructure ✔ An improving permitting and tax environment According to DC Byte data cited by Data Center Dynamics, Pennsylvania’s data center IT load grew from 231 MW in 2021 to approximately 7.8 GW of planned capacity in 2025. The article identifies KEEL as one of the developers pursuing multiple Pennsylvania AI/HPC sites that could reach hundreds of megawatts. Ben Gagnon: “Pennsylvania powered one industrial revolution. It’s going to power this one too, and we’re proud to be building here.” The 7.8 GW figure does not represent fully operational capacity; it includes projects across planning, committed, construction, and operating stages. KEEL’s ultimate value will depend on securing power, permits, tenants, financing, and successful construction execution. linkedin.com/posts/ben-gagn…

$KEEL ✨ KEEL Infrastructure has reached an important milestone for its proposed AI/HPC campus in Sherbrooke, Québec. Sherbrooke City Council has conditionally approved the land sale for KEEL's proposed $1.8 billion AI/HPC data center project. ✅ Approximately $1.8B project ✅ Site located near Hydro-Sherbrooke's Orford substation ✅ Rather than requesting new electricity, KEEL plans to repurpose its existing 96 MW power allocation secured in 2018 from cryptocurrency mining to AI/HPC workloads. ✅ Six months to submit the full development application ✅ Construction must begin within 36 months and be completed within 60 months This is NOT a final project approval. The proposal still requires provincial approval for the power transfer, environmental and permitting reviews, public consultation, emergency power planning, and final municipal approvals. • The decision represents a significant administrative milestone that moves the project into the next stage, rather than final authorization to build. blockspace.media/insight/keel-i… #KeelInfrastructure #AIInfrastructure #DataCenters #Quebec

$PRME ✨ Prime Medicine has joined a Broad Institute-led consortium selected for funding under ARPA-H’s THRIVE program to advance gene editing for rare pediatric neurological diseases. ✅ Consortium eligible for up to $34.5 million in ARPA-H funding ✅ Led by the Broad Institute with 12 participating organizations ✅ Prime Medicine joins leading academic, clinical, and biotechnology partners, including Boston Children’s Hospital, Children’s Hospital of Philadelphia, and Beam Therapeutics ✅ Initial focus on two rare pediatric disorders: • Alternating Hemiplegia of Childhood (AHC) • Dravet Syndrome The initiative aims to build a scalable gene-editing platform by combining advanced gene editors with novel delivery technologies for central nervous system diseases. This is a research collaboration announcement and does not represent a clinical approval or commercial contract. broadinstitute.org/news/broad-led…

$VERI ✨ Veritone has renewed its exclusive multi-year global content licensing agreement with the Pac-12 Conference. Key highlights: • Remains the exclusive global licensing partner for all Pac-12 video content • Covers both historical archives and current-season content • Powered by Veritone Commerce DMH for indexing, management, and licensing • Content can be licensed for highlights, documentaries, advertising, brand campaigns, and entertainment productions • Supports the newly relaunched 9-member Pac-12 Conference • Helps create new revenue streams through AI-powered content management and licensing Veritone continues to strengthen its position in AI-driven sports content management and licensing. investors.veritone.com/news-events/pr…

JPMorgan posts record Q2 equity trading results • Equity trading revenue: $6.03B (+86% YoY) • Highest quarterly equity trading revenue on record • Additional $4.6B gain from Visa stake sale • Investment banking fees up 30% • Raised full-year expense guidance • Announced management changes as part of succession planning CEO Jamie Dimon warned that geopolitical tensions, inflation, and other risks could continue to create uncertainty for financial markets. finance.yahoo.com/markets/stocks…

$ASTS ✨ Calamos Advisors LLC significantly increased its position in AST SpaceMobile. According to its Q1 2026 13F filing: 📌 Position increase • +3,880.6% • Total holdings: 386,123 shares • Valued at approximately $32 million Recent 13F filings continue to show institutional investors either initiating or significantly expanding positions in AST SpaceMobile. Institutional buying does not guarantee future performance, but it reflects continued long-term capital allocation to the company. marketbeat.com/instant-alerts…

$PLTR ✨ Palantir has announced the date for its Q2 2026 earnings release. Earnings Release • Monday, August 3, 2026 • After the U.S. market close Earnings Webcast • 5:00 PM ET Live webcast and replay: investors.palantir.com Shareholders can submit and vote on questions ahead of the earnings call via Say Technologies. finance.yahoo.com/markets/stocks…

$ASTS ✨ 🇳🇿 Another important milestone for AST SpaceMobile. 2degrees CEO Mark Callander announced that New Zealand's Radio Spectrum Management (RSM) has granted a licence to operate the Marton ground station. ✅ Marton gateway licensed ✅ Authorized to connect with AST SpaceMobile satellites ✅ Ground station nearing completion ✅ Service testing expected soon ✅ BlueBird 11 has arrived at Cape Canaveral ✅ BlueBirds 12 & 13 are expected shortly 🚀 Launch planned for the first half of August This marks another important step toward deploying AST SpaceMobile's service in New Zealand. Commercial service has not started yet, but the roadmap continues to progress through regulatory approval, ground infrastructure, satellite launches, and service testing. linkedin.com/posts/mark-cal…

$ASTS ✨ Another major institutional investor has initiated a position in AST SpaceMobile. Sumitomo Mitsui Trust Group disclosed a new position in its Q1 2026 13F filing. 📌 New position • 417,845 shares • Approximately $34.63 million • About 0.11% ownership Recent 13F filings continue to show a steady trend of institutional investors initiating or expanding positions in AST SpaceMobile. Institutional buying does not guarantee future stock performance, but it does indicate that long-term capital continues to be allocated to the company. The market's focus now shifts to: • Additional BlueBird launches • Commercial service expansion • Revenue growth marketbeat.com/instant-alerts…

$ASTS ✨ Institutions speak with capital, not words. Recent 13F filings show that firms including Calamos, Swedbank, and Griffin have either initiated or increased positions in AST SpaceMobile. As reflected in Fintel's institutional ownership data, institutional holdings have climbed to their highest level on record in 2026. Institutional buying does not guarantee future returns, but it does indicate that long-term capital continues to be allocated to the company. The next key milestones are additional BlueBird launches, commercial service expansion, and revenue growth.

$ASTS ✨ Another institutional investor has initiated a position in AST SpaceMobile. Calamos Wealth Management LLC disclosed a new position in $ASTS in its Q1 2026 13F filing. New position: • 37,286 shares • Approximately $3.09 million This adds to the recent trend of institutional investors either initiating or increasing positions in AST SpaceMobile. Institutional buying does not guarantee future stock performance, but it reflects capital being allocated after due diligence on the company's long-term prospects. marketbeat.com/instant-alerts…

$ASTS ✨ Japan is becoming one of the world's most important real-world testing grounds for Direct-to-Device (D2D) satellite services. Current landscape: • KDDI → Starlink Direct • NTT DOCOMO → Starlink-based D2D • SoftBank → Starlink Direct • Rakuten Mobile → AST SpaceMobile This shows that Japan's major mobile operators have all embraced satellite connectivity, although with different technology partners. The industry's key question is no longer: ❌ "Does D2D matter?" It is now: ✅ "Which platform delivers the best service quality and business model?" Rakuten has formed a joint venture with AST SpaceMobile and is targeting commercial D2D service by the end of 2026. One point deserves caution: the statement that "the next challenge is monetization" is an analytical view rather than a proven fact. Whether free users convert into paying subscribers—and what long-term retention and ARPU look like—will only become clear after broader commercial deployment. The D2D race is increasingly shifting from proving the technology to proving the economics. linkedin.com/posts/dipsubha…

$MSTR ✨ $BTC Strategy Update • Raised $466.7M by selling 4.8M Class A shares through its ATM program • No Bitcoin was bought or sold during the reporting period • Bitcoin holdings remain unchanged at 843,775 BTC • Average acquisition cost: $75,476 per BTC 💵 USD reserves increased from $2.55B to $3.0B to support preferred stock dividends and debt interest payments. • Remaining MSTR ATM capacity: approximately $23.8B • An additional $21B ATM program may be utilized once the current program is substantially depleted. The previously announced sale of 3,588 BTC was intended to replenish USD reserves and fund preferred stock dividend payments. tradingview.com/news/cointeleg…

$VERI ✨ As the FIFA World Cup 2026 continues, Veritone has reported strong growth in its soccer content licensing business. •Q2 2026 soccer content licensing +1,139% year-over-year growth • The vast majority of the growth was concentrated in June, the final month of the quarter • The surge coincided with the lead-up to the World Cup • Approximately 40% of all recent sales were attributed to demand for global soccer content surrounding the World Cup Veritone uses AI to transform massive sports archives into searchable and monetizable content, supporting: • Highlight creation • Sponsor content • Social media distribution • Content licensing • AI-ready content strategies The +1,139% figure refers specifically to soccer content licensing, not Veritone’s total company revenue growth. The data shows how major global sporting events can create real sales opportunities for Veritone’s AI-powered content discovery, management, and licensing business.

$KEEL ✨ AI Infrastructure Flywheel: Why Firm Power Is Becoming the New Competitive Advantage The latest Digital Power Weekly argues that AI infrastructure is entering a new phase where reliable power—not GPUs—is becoming the primary constraint on growth. Key takeaways: ⚡ "Power is revenue." For frontier AI labs, electricity is no longer just an operating cost. Securing firm power determines how much compute can be deployed and, ultimately, how much revenue can be generated. ⚡ AI power demand is accelerating. The report notes Anthropic ended 2025 with roughly 1.5 GW of capacity and aims to exceed 10 GW by 2027, illustrating how rapidly frontier AI infrastructure requirements are growing. ⚡ Utilities may not keep pace. The report argues that expected firm generation additions in 2027–2028 could fall short of projected AI demand, increasing the value of dedicated or behind-the-meter power solutions. ⚡ Hyperscalers are diversifying power procurement. Meta is pursuing multiple approaches, including dedicated gas generation, utility partnerships, and on-site bridge generation rather than relying on a single power source. ⚡ Capital is following firm power. The report suggests investors increasingly value long-term, take-or-pay, power-backed infrastructure cash flows, with billions of dollars raised for AI infrastructure financing. 📌 Read-through for $KEEL If this thesis proves correct, companies capable of securing power, transmission, permitting, and AI-ready sites before customers arrive could hold a strategic advantage. This is an industry analysis, not a company-specific forecast, but it reinforces the growing importance of power infrastructure in the AI ecosystem. a.storyblok.com/f/290340181793…