Microsoft $MSFT weighs legal action against Amazon $AMZN and OpenAI over their $50B cloud partnership, per FT. Microsoft alleges a breach of exclusive rights as OpenAI shifts massive workloads to AWS Trainium silicon for its Frontier platform.

$UMAC $LMT $RTX $KTOS $ONDS $PLTR | Undersecretary Emil Michael on Dept of War successes: "The successes of the U.S. military in the last year from Midnight Hammer to Epic Fury have brought technology and combat power together in an extraordinary way."

$MU $SNDK $WDC $STX | Samsung co CEO Jun Young hyun eyes 3 to 5 year memory contracts to stabilize supply amid an "AI supercycle." As data centers consume 70% of global output, the shift aims to end quarterly volatility and secure long term HBM4 and DRAM volume.

ZenaDrone $ZENA is developing the Interceptor P-1, a low cost, "one way" VTOL drone to counter asymmetric UAS threats. Designed to physically intercept hostile drones, the P-1 offers a scalable, high volume defense for land and sea ops.

T1 Energy $TE secures a 50MW grid allocation from Statnett for its Mo i Rana facility in Norway. The firm plans to convert the 926,000 square foot site into an AI data center by Q2 2027, with an additional 396MW pending in the interconnection queue.

$EOSE $VST $BE $TSLA $WULF | China’s global EV battery market share hit 70.4% in early 2026, up from nearly 50% in 2021. CATL and BYD now command 55.6% of all installations as they aggressively expand into Europe and secure over 90% of the upstream material supply.

Barclays reiterates Overweight on NVIDIA $NVDA with a $275 price target. Analysts cite "Agentic AI" NemoClaw and the "Power equals Revenue" dynamic as key drivers for AI Factories, with copper interconnects maintaining a long runway over CPO at rack scale.

Rosenblatt raises NVIDIA $NVDA price target to $325 from $300. Analyst Hans Mosesmann cites the "Vera Rubin" platform and Agentic AI OpenClaw as massive tailwinds, implying a 77% upside from current levels as AI Factories scale globally.

$ENPH $FSLR $ARRY $TE | China helps Cuba more than triple its solar share to 20% via 49 new solar parks, as the island sidesteps a U.S. oil blockade. Beijing has committed to 92 parks by 2028, aiming for 2,000MW of capacity to replace crippled fossil fuel generation.

Nebius Group $NBIS prices upsized $4B convertible notes at a 57.5% premium to support its AI "Factories." Net proceeds of $3.96B will fund GPU procurement and data center builds for its $27B infrastructure supply agreement with $META Meta.

Needham maintains a Buy rating on Oklo $OKLO but reduces its price target to $73 from $135. Analyst flags higher 2026 CapEx of $350M to $450M and a shift in the Aurora INL timeline to 2028, though Oklo’s $2.5B "war chest" provides a massive liquidity cushion.

FDA approves J&J $JNJ ICOTYDE (icotrokinra), the first oral IL-23R peptide for psoriasis. The once daily pill challenges the injectable market with biologic level efficacy, triggering a $50M milestone for partner $PTGX Protagonist Therapeutics.

Momentus $MNTS completes NASA study for a 1,652 square meters solar sail mission. Using the Vigoride platform, the "Solar Sail Sentinel" aims to provide 50% faster early warnings for solar storms by sailing on sunlight in cislunar space without fuel.

Hims & Hers $HIMS expands platform to include branded Wegovy and Ozempic starting at $149/month. The move follows a deal with $NVO Novo Nordisk, shifting the firm from compounded "copycats" to FDA approved branded injections and oral pills.

UBS maintains Neutral on NuScale Power $SMR but cuts price target to $13. Analyst flags a weak EBITDA outlook after Q4 revenue missed estimates by 80%. Concerns mount over a $507M milestone payment to ENTRA1 and the capital heavy shift to commercial ops.

Ondas $ONDS and Heidelberg launch ONBERG Autonomous Systems JV to scale drone defense in Europe. The Brandenburg site will become a production hub for the Iron Drone Raider and ISR platforms, targeting deployment in Germany and Ukraine.

Lynx raises Micron $MU price target to $700 (Street High), citing massive FY28 EPS potential from HBM4 leadership. Despite bullish on $90B revenue targets, analysts warn near term Q2 2026 expectations are elevated, risking a "sell the news" move.

$TNK $NAT $ASC $DHT $STNG | White House issues a 60 day Jones Act waiver to ease fuel and fertilizer supply shocks amid the Iran conflict. The move allows foreign vessels to move energy products between U.S. ports, aiming to bypass bottlenecks as oil nears $100/barrel.

Solaris Energy $SEI announces 900MW natural gas expansion to hit 3,100MW by 2029. Backed by a $300M Goldman credit facility, the firm acquired Genco Power and 30 rare turbine slots to meet the immediate power crunch from AI data centers.

$MP $UUUU $UAMY $USAR $LAC $CRML | U.S. and Indonesia trade deal secures critical mineral access for the US and cuts tariffs to a 19% reciprocal rate. Indonesia mandates $15B in annual US energy purchases (crude, LPG, fuel) to replace Middle East supply amid Hormuz disruptions.