Joined January 2026
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$ONDS unveiled new autonomous defense systems at Eurosatory 2026 under its “Autonomy at First Contact” vision.
Ondas is trying to combine air defense, aerial intelligence, ground robotics and AI software into one autonomous defense platform for Europe.
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$AMD acquired MEXT to improve memory optimization across AI and compute infrastructure.
If DRAM and HBM keep getting more expensive, companies will need to make every gigabyte work harder by optimizing how data moves.
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$INTC was double-upgraded by BoA with a $135 price target as analysts grow more confident in Intel’s role in easing leading-edge wafer and packaging constraints.
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$ONDS is launching LADOS, a unified command-and-control layer that connects sensors, drones, robots and effectors across autonomous defense missions.
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$NVTS launched a new high-voltage SiC MOSFET package for grid, energy storage and renewable power systems.
The package supports 1200V to 3300V devices, cuts thermal resistance by up to 60% and boosts power dissipation for high-voltage applications.
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$OPEN launched “Cash Now, More Later” giving sellers upfront cash while still keeping potential upside from the final home sale.
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$ONDS is acquiring Israeli defense software firm Omnisys to expand its AI battlefield orchestration capabilities.
Omnisys adds its battle-tested BRO platform, which helps connect sensors, autonomous systems and command workflows into unified multi-domain defense operations.
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$NBIS is up nearly 20% after reporting one of the cleanest AI infrastructure quarters his earnings cycle.
The bigger story is demand still exceeds supply, pricing is moving higher and Nebius is becoming much more than a GPU rental company.
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$NVTS is expanding into India as Cyient launches new GaN power ICs built on Navitas’ 650V platform.
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$CIFR up over 20% after signing another hyperscaler deal as management says it is “transforming into an energy, data center and HPC infrastructure company.”
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$INTC is up 10% as the market starts tying Intel’s turnaround to a real secular demand driver.
The AI trade has been framed around GPUs for years but inference, agentic workflows and physical AI still need CPUs to schedule work, manage memory and keep the infrastructure layer running.
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