Browsing Tag
Craig-Hallum
6 posts
From launch to constellation: how Rocket Lab’s $8bn Iridium deal closes the loop
Rocket Lab (RKLB) to acquire Iridium (IRDM) in $8B cash-stock deal, creating a vertically integrated space platform. Full analysis from BNT on the SpaceX challenger.
Aehr Test (NASDAQ: AEHR) AI burn-in pivot meets the Q4 FY26 reporting test ahead
Aehr Test (NASDAQ: AEHR) landed its biggest hyperscaler order ever. The Q4 FY26 print is where the AI burn-in pivot finally gets tested.
Planet Labs (NYSE: PL) crashes 25% after a record quarter and a 400% run
Planet Labs (NYSE: PL) posted record revenue and big defense wins, then fell 25%. After a 400% run, expectations, not results, became the problem.
Quantinuum IPO closes at $1.68bn, but QNT trading shows investors want proof beyond quantum hype
Quantinuum raised $1.68bn, but QNT’s early trading asks the real question: can quantum computing turn promise into revenue?
Can LightPath Technologies justify its $100m offering as LPTH investors weigh dilution risk?
Find out how LightPath Technologies’ $100 million stock offering could affect LPTH dilution risk, defense optics growth, and investor sentiment.
Marvell Technology (MRVL): Why the Nvidia deal and custom ASIC pipeline make this the AI infrastructure stock retail investors keep coming back to
Marvell Technology (MRVL) has tripled in 12 months. The Nvidia deal, 20-plus XPU programmes and $11bn FY27 guide explain why. Full retail investor roadmap here.