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BREAKING ✨ $POET confirms all Celestial AI orders have been canceled. • Notice issued by $MRVL (via Celestial AI acquisition) • Cited reason: confidentiality breach • Covers initial production units from prior disclosures This is not speculation. It’s an official cancellation. Focus now shifts to remaining customers and new orders. marketscreener.com/news/poet-tech…

$KEEL INFRASTRUCTURE SCHEDULES FIRST QUARTER 2026 CONFERENCE CALL ON MAY 11, 2026 investor.bitfarms.com/news-releases/…

BREAKING: Drones are becoming the biggest military revolution in a century. • ~75% of battlefield casualties now linked to drones • Low-cost, mass-produced, AI-driven warfare • Shift from expensive weapons → scalable autonomous systems The battlefield is changing: Cheap + scalable + unmanned wins. Implication: AI, semiconductors, and drone ecosystems are now core to defense strategy. $AVAV $KTOS $ONDS $PLTR $NVDA $MRVL forbes.com/sites/mikebrow…

$JOBY If you’re looking to understand Joby Aviation, this is one of the best explanations out there.

Palantir Technologies $PLTR enters a new phase ahead of earnings on May 4. • Stock rebounded ~12% from April lows • Still down ~20% YTD • Expectations remain extremely high • Investors watching execution vs hype All eyes on upcoming earnings 👀 A key inflection point for the AI narrative. tipranks.com/news/all-eyes-…

$Joby ✨ Aviation plans to launch 10 days of flying taxi demo flights in New York City. • Route: Manhattan ↔ JFK Airport • Aircraft: Electric eVTOL (quiet, zero-emission) • First-ever point-to-point eVTOL flights in NYC • Pilots onboard, no passengers Flights will follow existing routes operated by Blade Urban Air Mobility. A key step toward urban air mobility commercialization bloomberg.com/news/articles/…

$ASTS ✨ Bad news: • BlueBird-7 lost due to New Glenn upper-stage failure • FAA investigation → potential 3–6 month delay • 2026 target revised from 45–60 to ~45 satellites Good news: • FCC grants commercial approval • 664 MHz spectrum secured • Up to 248 satellites authorized • Partnerships with AT&T, Verizon, FirstNet confirmed Analyst view: • Deutsche Bank reiterates $117 price target • Sees launch failures as common, expects limited long-term impact Next steps: • Shift to SpaceX Falcon 9 for upcoming launches • Need consistent monthly cadence to hit targets Bottom line: Execution risk ↑ Regulatory risk ↓ satnews.com/2026/04/26/bad…

$KEEL ✨ • U.S. redomiciliation → clear AI infra identity
• 2.2 GW pipeline across key sites (Sharon, Panther Creek)
• Massive demand for power + HPC capacity
• Early-stage = highest re-rating potential Fair value is 
• ~$4.81 fair value (~72% upside, model-based) Catalyst path 1. Permits cleared 2. First AI lease signed 3. Revenue transition begins If execution lands, KEEL doesn’t just re-rate — it repositions as an AI infrastructure platform. This isn’t priced like a data center company… yet. simplywall.st/stocks/us/soft…

Big Tech earnings season kicks off this week. • Google ( $GOOG $GOOGL ), Microsoft ( $MSFT ), Amazon ( $AMZN ), Meta ( $META ), and Apple ( $AAPL ) — ~$16T combined market cap — set to report • The Magnificent 7 has surged ~13% over the past 4 weeks, leading the rally • This earnings cycle will test whether the rally can continue Key focus: • Massive AI capex is pressuring free cash flow • Companies must prove ROI on AI investments • Cost control + profitability will be critical Watch closely: Cloud growth (AWS – $AMZN , Azure – $MSFT , Google Cloud – $GOOG $GOOGL) If growth disappoints, stocks could react sharply.

UK PM Keir Starmer says he discussed military options with President Trump regarding the Strait of Hormuz. • Working with multiple countries on a coordinated approach • Focus on both diplomatic and military options • Planning logistics to move vessels through the Strait Restore navigation through one of the world’s most critical shipping routes. Energy security is becoming a geopolitical priority. defensenews.com/global/europe/…

BREAKING ✨ The U.S. Space Force is ramping up demand for heavy-lift launches. • +25 additional high-energy missions (2027–2029) • Total demand up nearly 50% • ~$5B budget request for 31 launches in FY2027 Only two certified providers currently: • SpaceX (active) • United Launch Alliance (backlog, Vulcan grounded) Blue Origin could enter — but certification remains uncertain. Supply is tight. Demand is rising. Space launch capacity is becoming a strategic bottleneck. $RKLB $BA $LMT $NOC spacenews.com/space-force-fa…

$ONDS ✨ • Backlog: $177M (Mar 31, 2026) vs $68M (Dec 2025) • Added backlog: - Mistral: $264M - World View: $16M • Pro forma backlog: $457M Business highlights: • AI-enabled autonomous systems (air + ground robotics) • Counter-UAS & defense-grade drone platforms • Mission-critical wireless (FullMAX / IEEE 802.16t) • Industrial + defense + homeland security applications Platform strategy: Integrated stack of sensing + mobility + secure connectivity → targeting persistent ISR, security, and operational response ONDS is building a full-stack autonomous defense platform with growing backlog visibility and multi-domain deployment potential. ondas.com/post/ondas-com…

$VELO Velo3D CEO 아룬 젤디는 회사가 단순한 3D 프린터 판매 모델에서 부품 생산 사업으로 전환하고 있다고 말했습니다. 핵심 내용: • 항공우주, 방산, 우주 분야에 집중 • Rapid Production Solutions로 고객 진입장벽 완화 • DoD 소재 인증 프로그램은 계속 중요 • 2026년 흑자 전환 목표 • 나스닥 상장은 투자자 접근성 확대 목적 투자 논리는 단순합니다: 고난도 부품. 소량 생산, 고부가가치 시장. 방산급 제조. $VELO는 단순한 3D 프린터 회사가 아니라, 전략적 제조 플랫폼이 되려 하고 있습니다. youtu.be/_MW15HpnSN0?si…

AI mania is driving markets to record highs. • Investors chasing OpenAI & Anthropic IPOs • Massive capital inflows into AI • Valuations surging despite profitability concerns Boom or bubble? $NVDA $MSFT $GOOG $AMZN $META Source: venturenews.ai/article_page/a…