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Palladyne AI (PDYN): Revenue Jumps 470% as Defense Backlog Builds

Palladyne AI (PDYN): Revenue Jumps 470% as Defense Backlog Builds

Palladyne AI (PDYN): Revenue Jumps 470% as Defense Backlog Builds

Robotics & Automation

Jonathan Poyer

4 days ago2 min read

SoundHound AI (SOUN): Record Revenue as Agentic AI Gains Traction

SoundHound AI (SOUN): Record Revenue as Agentic AI Gains Traction

SoundHound AI (SOUN): Record Revenue as Agentic AI Gains Traction

Robotics & Automation

Jonathan Poyer

4 days ago2 min read

Globus Medical (GMED): Building Scale in Musculoskeletal Technology

Globus Medical (GMED): Building Scale in Musculoskeletal Technology

Globus Medical (GMED): Building Scale in Musculoskeletal Technology

Biotech & Healthcare

Jonathan Poyer

4 days ago2 min read

Xometry (XMTR): Growth Accelerates as AI Drives Manufacturing Marketplace Gains

Xometry (XMTR): Growth Accelerates as AI Drives Manufacturing Marketplace Gains

Xometry (XMTR): Growth Accelerates as AI Drives Manufacturing Marketplace Gains

Robotics & Automation

Jonathan Poyer

4 days ago2 min read

Rockwell Automation (ROK), Zebra Technologies (ZBRA), Protolabs (PRLB) and Kratos Defense (KTOS) Report

Rockwell Automation (ROK), Zebra Technologies (ZBRA), Protolabs (PRLB) and Kratos Defense (KTOS) Report

Rockwell Automation (ROK), Zebra Technologies (ZBRA), Protolabs (PRLB) and Kratos Defense (KTOS) Report

Robotics & Automation

Jonathan Poyer

6 days ago1 min read

Talking GLP-1 - America's Obsession to Stop an Urge

Talking GLP-1 - America's Obsession to Stop an Urge

Talking GLP-1 - America's Obsession to Stop an Urge

Biotech & Healthcare

Jonathan Poyer

6 days ago1 min read

Red Cat (RCAT) Receives Air Force Order and Validates New Drone Capabilities

Red Cat (RCAT) Receives Air Force Order and Validates New Drone Capabilities

Red Cat (RCAT) Receives Air Force Order and Validates New Drone Capabilities

Robotics & Automation

Jonathan Poyer

Jul 311 min read

Manhattan Associates (MANH): Why Cloud Growth May Be the Most Important Number in the Quarter

Manhattan Associates (MANH): Why Cloud Growth May Be the Most Important Number in the Quarter

Manhattan Associates (MANH): Why Cloud Growth May Be the Most Important Number in the Quarter

Robotics & Automation

Jonathan Poyer

Jul 292 min read

Decoding Bond Math: Why Seasoned MBS Win in Today’s Market

Decoding Bond Math: Why Seasoned MBS Win in Today’s Market

Decoding Bond Math: Why Seasoned MBS Win in Today’s Market

Jonathan Poyer

Jul 271 min read

The Curve Ahead: Why bonds never move in a straight line (and why you should still buy them)

The Curve Ahead: Why bonds never move in a straight line (and why you should still buy them)

The Curve Ahead: Why bonds never move in a straight line (and why you should still buy them)

Jonathan Poyer

Jul 271 min read

Lilly's $2.8 Billion Bet on Atai Beckley (ATAI): More Than Just Another Acquisition

Lilly's $2.8 Billion Bet on Atai Beckley (ATAI): More Than Just Another Acquisition

Lilly's $2.8 Billion Bet on Atai Beckley (ATAI): More Than Just Another Acquisition

Biotech & Healthcare

Jonathan Poyer

Jul 272 min read

Biotech is Booming! Some Context and History Would Be Nice...So Here You Go

Biotech is Booming! Some Context and History Would Be Nice...So Here You Go

Biotech is Booming! Some Context and History Would Be Nice...So Here You Go

Biotech & Healthcare

Jonathan Poyer

Jul 272 min read

Intuitive Surgical (ISRG) Beats Quarterly Estimates on Strong Demand for Its da Vinci Systems

Intuitive Surgical (ISRG) Beats Quarterly Estimates on Strong Demand for Its da Vinci Systems

Intuitive Surgical (ISRG) Beats Quarterly Estimates on Strong Demand for Its da Vinci Systems

Robotics & Automation

Jonathan Poyer

Jul 172 min read

Kratos (KTOS) Announces $400M in New Government Funding

Kratos (KTOS) Announces $400M in New Government Funding

Kratos (KTOS) Announces $400M in New Government Funding

Robotics & Automation

Jonathan Poyer

Jul 161 min read

Biotech M&A Cooking - 3 $10B+ Deals Cap and Active Quarter

Biotech M&A Cooking - 3 $10B+ Deals Cap and Active Quarter

Biotech M&A Cooking - 3 $10B+ Deals Cap and Active Quarter

Biotech & Healthcare

Jonathan Poyer

Jul 141 min read

Housing and Mortgage Backed-Securities - A Mid-Year Review

Housing and Mortgage Backed-Securities - A Mid-Year Review

Housing and Mortgage Backed-Securities - A Mid-Year Review

Jonathan Poyer

Jul 141 min read

GLP-1 Exposures Beyond NVO and LLY.

GLP-1 Exposures Beyond NVO and LLY.

GLP-1 Exposures Beyond NVO and LLY.

Biotech & Healthcare

Jonathan Poyer

Jul 102 min read

Ondas Holdings (ONDS) Announces Acquisition of DYNZE Technologies for $875M

Ondas Holdings (ONDS) Announces Acquisition of DYNZE Technologies for $875M

Ondas Holdings (ONDS) Announces Acquisition of DYNZE Technologies for $875M

Robotics & Automation

Jonathan Poyer

Jul 81 min read

GSK Acquires Nuvalent (NUVL) for $10.6B. Another Biotech M&A for the Industry

GSK Acquires Nuvalent (NUVL) for $10.6B. Another Biotech M&A for the Industry

GSK Acquires Nuvalent (NUVL) for $10.6B. Another Biotech M&A for the Industry

Biotech & Healthcare

Jonathan Poyer

Jul 73 min read

Vertex Acquires Crinetics for 102% Premium

Vertex Acquires Crinetics for 102% Premium

Vertex Acquires Crinetics for 102% Premium

Biotech & Healthcare

Jonathan Poyer

Jul 71 min read

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