Mid cap News

BMO Capital initiated coverage with an Outperform rating and a $35 price target.

Stocktwits sentiment remains ‘bearish’ at 27/100, near its record low, as traders focus on margins, guidance and cash burn.

AEVEX secures a $41 million U.S. government award.

AeroVironment is forming a Greek joint venture to expand European drone production.

Strong results, clinical progress, capital raises and bullish analyst calls boosted investor confidence.

Moderna soared 177% Wednesday, while Merck gained 13% and the rally spread to BioNTech, Arcturus, Tempus AI and Novavax.

SpaceX could gain from fewer Starship bottlenecks and NASA’s Moon-Mars push.

ASTS already has FCC approval to test the same frequencies with up to 100 commercially available phones near Midland and Lanham through Sept.12.

According to TheFly, analysts at Rosenblatt maintained their ‘Buy’ rating on Webull and raised their price target to $15 from $13.

China urged the U.S. to remove new tariffs on drones and related parts.

Wayfair gains analyst support as Rosenblatt cites resilient growth, AI potential and improving e-commerce trends.

Coty stock came under pressure after a wider loss and a cautious outlook.

Spy shots showed a camouflaged wagon believed to be a next-generation ET5 Touring testing in China.

Datavault AI’s retail investors remained bullish despite disappointing second-quarter results on tokenization, banking and cybersecurity ambitions.

GameStop needs stronger growth, Capri must stabilize demand, and MicroVision needs major commercial contracts.

The breakthrough sparked a broad biotech rally, lifting Merck, BioNTech, Arcturus, cancer-treatment developers, gene-editing stocks and biotech ETFs.

Wood said soaring memory prices will encourage engineers to develop cheaper alternatives and attract additional supply.

Roth Capital said the deal could provide a boost to Ondas’s local manufacturing capabilities in Israel.

Morgan Stanley, UBS, Bank of America, Susquehanna and Millennium collectively added about 36 million Nio shares.

Midland is offering AST up to $66 million in performance-based incentives over 30 years, with no property-tax abatements.

Investors responded to clinical progress, improving commercial performance and new growth opportunities.

Redwire stock pulled back after failing to hold above $14, cooling retail sentiment.

Gorilla raised $232 million across two financings to support AI infrastructure projects in Indonesia and India.

Ladenburg Thalmann raises Ondas price target after second-quarter earnings and outlook.

BlackBerry is drawing attention as QNX expands into physical AI, secure communications grows, and institutional ownership rises, becoming potential catalysts.

A separate pediatric study delivered “striking” WT1 vaccine results, supporting GPS’s scientific rationale, the company's CEO said.

Nio’s third-generation ES8 is expected to reach 140,000 cumulative deliveries this week.

CEO Andrew Dudum marked the company’s fifth listing anniversary by ringing the NYSE opening bell and declaring its “next phase of growth.”

The sell-offs followed a failed trial, a massive recall, and a CEO's exit.

Nike and Lululemon face challenges as both brands struggle with weaker demand, strategic shifts, and steep stock declines.

The underlying agreement could give AST rights to as much as 45 MHz of spectrum for more than 80 years.

Goldman Sachs was the most bearish, pointing to market share losses, lower profitability and muted trading activity.

Druckenmiller’s Duquesne Family Office disclosed a new $23.2 million position in Hyperliquid Strategies, amounting to 2.94 million shares as of June.

Goldman increased its stake in Sellas by 5.2% to 585,035 shares, worth $8.64 million.

The stock rallies were fueled by bullish analyst targets, stronger demand expectations and AI-driven growth catalysts.

Oscar Health CEO Mark Bertolini identified uncovered GLP-1 drugs as a potential use case for Hims on the marketplace.

Nio could reach breakeven in 2027 with $348 million in net profit, but Morningstar expects cash burn to persist for “at least a couple more years.”

Upcoming catalysts include Golden Dome work, a 2027 lunar mission and NASA’s estimated $10 billion-plus CLPS 2.0 program.

Lululemon’s AI chief Ranju Das left the company, adding to leadership concerns before Heidi O’Neill takes over as CEO.

Burry believes CoreWeave’s limited float, retail popularity, and short-squeeze potential make it too dangerous to bet against.

The UBS purchase reversed a sharp Q1 decline, though its holdings remain far below their early-2025 peak.

Media insiders dispute claims about CNN's divestiture, while retail investors debate CNN’s strategic value under David Ellison.

Guidance cuts, AI spending, leadership changes, EV competition and share dilution rattled investors.

Vanguard held SLS and IBRX positions worth a combined $259 million at quarter-end.

Trump’s new tariffs put duties of up to 100% on imported drones and parts while encouraging companies to manufacture more products in the U.S.

Nio has added only 341 stations toward its 1,000-plus target for 2026, with about 450 openings expected in Q4.

A reported potential take-private deal involving Nelson Peltz has sent Wendy's stock sharply higher.

Ondas’ nearly 40% short interest is fueling squeeze hopes as investors watch revenue growth and guidance.

Companies controlling launch and orbital infrastructure could capture “disproportionate value,” the research firm said.

The rallies show that investors still prefer companies with strong AI demand or successful business strategies.