Ticker Wire @Tickerwire

$MU $SNDK $WDC $INTC $ASML | Apple lobbies the Trump administration for political clearance to purchase consumer memory chips from Chinese manufacturer CXMT. The move seeks to ease supply chain constraints after soaring component costs forced recent MacBook and iPad price hikes.

QumulusAI $QMLS signs a $71 million agreement to supply NVIDIA $NVDA Blackwell B300 and B200 GPUs for production AI inference. The deal pushes total customer commitments past $246 million since June as enterprise compute demand grows.

$RR $OKLO $CCJ $SMR $LEU | Rolls Royce joins the Japan Atomic Energy Agency and the UK National Nuclear Laboratory to codevelop next generation Advanced Modular Reactors. The trilateral framework focuses on high temperature gas cooled systems.

$TII $ALOY $MP $UUUU $USAR $CRML $LAC | The US Army awards historic leases allowing commercial firms to build critical mineral processing plants on military bases. The first of a kind partnerships with Titan and REalloys onshore graphite and rare earth refining by 2028.

Nebius $NBIS begins bring up of the first $NVDA NVIDIA Vera Rubin NVL72 rack at its Finland data center. The deployment follows NVIDIA's 9.3% stake disclosure and a $775M GPU backed debt facility.

Red Cat's $RCAT SPiDRWORX group validates key tactical integrations across Black Widow and Teal 2 drones in Salt Lake City. Partnerships with $PLTR Palantir, $SPAI Safe Pro Group, and Hoverfly advance GPS denied navigation and AI threat detection capabilities.

Rocket Lab $RKLB strikes a historic $8 billion deal to acquire satellite communications provider $IRDM Iridium. The vertical merger combines launch vehicles with an established constellation serving over 2 million subscribers globally.

Kratos Defense $KTOS develops and tests advanced turbomachinery supporting Lockheed Martin's next generation ramjet propulsion system. The successful engine validation confirms readiness to advance toward military flight testing.

$IBM $IONQ $QBTS $QUBT $RGTI | President Trump signs two executive orders to accelerate quantum technology and safeguard national cybersecurity. The dual directives mandate a functional scientific quantum computer by 2028 and fast track encryption migrations to 2031.

Red Cat Holdings $RCAT launches a $200M underwritten offering to accelerate growth. Backed by joint bookrunners Evercore and BofA, the proceeds will scale production and fund strategic acquisitions following a record 849% YOY revenue surge.

$IREN $NBIS $CRWV $MRVL $HUT | NVIDIA locked down total structural dominance in Europe, powering over 90% of the continent’s active AI factory buildout. A record 35 new supercomputing projects across 23 countries will inject a staggering 800 AI exaflops of hardware scale.

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AST SpaceMobile $ASTS advances direct to cell broadband as SpaceX successfully deploys BlueBirds 8, 9, and 10. The massive, house sized arrays are engineered to beam download speeds of nearly 200 Mbps straight to everyday cellphones.

Kratos Defense $KTOS develops and tests advanced turbomachinery supporting Lockheed Martin's next generation ramjet propulsion system. The successful engine validation confirms readiness to advance toward military flight testing.

$IREN $NBIS $CRWV $MRVL $HUT | Meta Platforms negotiates a potential $10B deal to rent data center capacity to AI developer Anthropic over two years. The strategic shift opens a brand new cloud infrastructure revenue pipeline beyond digital advertising.

Kratos Defense $KTOS signs as the exclusive U.S. manufacturer for Elroy Air’s Chaparral autonomous cargo aircraft. The agreement fulfills orders across a 1,400 unit pipeline starting in late 2026.

$MU $SNDK $WDC $INTC $ASML | Apple lobbies the Trump administration for political clearance to purchase consumer memory chips from Chinese manufacturer CXMT. The move seeks to ease supply chain constraints after soaring component costs forced recent MacBook and iPad price hikes.

$MU $WDC $KLAC $AMAT $ASML | SK hynix CEO Kwak Noh-jung warns that 2027 will mark the worst supply shortage in memory industry history. High bandwidth memory production constraints keep customer demand above capacity past 2030.

AT&T $T expands partnership with D-Wave Quantum $QBTS to integrate quantum annealing technology across agentic AI network operations. Early testing compressed a network optimization workload from 1 hour to under 15 seconds.

$IBM $GFS $QBTS $RGTI $IONQ | The Trump administration is investing $2B in nine quantum computing firms via CHIPS Act grants in exchange for minority equity stakes, WSJ reports. IBM leads with $1B for a NY foundry, alongside GlobalFoundries receiving $375M.

TeraWulf $WULF coordinates a $3.5B debt raise through Morgan Stanley to fund an advanced 401MW Kentucky AI data center campus for Anthropic. The multi megawatt campus will host core Anthropic deep learning models by late 2027.