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Satellogic (NASDAQ:SATL) Bets on Analytics Alliances to Turn Its Satellites Into an Always-On Eye in the Sky

Within a single week in late June 2026, Satellogic (NASDAQ:SATL) announced two strategic collaborations designed to move it up the value chain from selling raw imagery to selling analyzed intelligence. On June 23 it partnered with SynMax, combining its high-resolution constellation and forthcoming Merlin …

Vinay Lochav | 30 July 2026

SEALSQ (NASDAQ:LAES)'s Revenue More Than Doubles as Post-Quantum Chips Move From Pitch Deck to Silicon

SEALSQ (NASDAQ:LAES)'s investment case took a concrete step forward on July 7, 2026, when the company reported preliminary first-half results showing revenue up roughly 120% year over year and reaffirmed full-year 2026 guidance for growth of between 50% and 100%. The update built on …

Vinay Lochav | 30 July 2026

Sequans (NASDAQ:SQNS) Unwinds Its Bitcoin Bet, Returns to Betting Everything on 5G IoT Chips

The defining event of Sequans (NASDAQ:SQNS)' 2026 is not a new crypto purchase but the dismantling of the strategy it launched with such fanfare in mid-2025. On May 28, 2026, the company said it had completed the full redemption of the convertible notes issued …

Vinay Lochav | 30 July 2026

Silicom (NASDAQ:SILC)'s Revenue Reaccelerates to 59% Growth as Management Raises the Full-Year Bar, Twice in a Quarter

Silicom (NASDAQ:SILC) reported second-quarter 2026 results on July 29, and the headline number was hard to ignore: revenue of $23.8 million, up 59% from $15.0 million a year earlier and comfortably above the $20 million-$21 million the company had guided to in April. It …

Vinay Lochav | 30 July 2026

SKYX Platforms (NASDAQ:SKYX) Extends Hotel Push With Marriott Durham Deal as Ninth Straight Growth Quarter Meets a Widening Loss

On July 22, 2026, SKYX Platforms (NASDAQ:SKYX) said it would supply its plug-and-play lighting and smart-home technologies during the renovation of a 190-room Marriott City Center hotel in downtown Durham, North Carolina, operated by Shaner Hotel Group, an operator with more than 80 properties …

Vinay Lochav | 30 July 2026

Actelis Networks (OTC:ASNS) Trades Growth Headlines for a Survival Test as Exaware Pact Replaces Buyout Plan

The most recent development at Actelis Networks (OTC:ASNS) is not a contract but a climb-down. On July 10, 2026, the company disclosed that it had signed a Memorandum of Understanding with Israel-based Exaware Routing, effective June 16, that replaces an earlier acquisition term sheet …

Vinay Lochav | 30 July 2026

ADTRAN (NASDAQ:ADTN) Locks In $350 Million JPMorgan-Led Credit Facility in the Same Week It Warns on Q2 Revenue

On July 21, 2026, ADTRAN Holdings (NASDAQ:ADTN) and its subsidiaries ADTRAN, Inc. and Adtran Networks SE entered into a new credit agreement with JPMorgan Chase Bank, N.A. as administrative agent for the U.S. borrower and J.P. Morgan SE acting for the German borrower. The …

Vinay Lochav | 30 July 2026

Airgain (NASDAQ:AIRG) Pushes Deeper Into Public Safety and Utility 5G as It Chases a Return to Growth

The clearest recent catalyst is Airgain (NASDAQ:AIRG)'s June 2, 2026 move to broaden its public safety and utility line-up under FirstNet, Built with AT&T. The company folded two new routers, MegaFi 2 and MegaGo 2, into its FirstNet MegaRange family alongside the AirgainConnect Fleet …

Vinay Lochav | 30 July 2026

Allot (NASDAQ:ALLT) Pairs Accelerating Revenue Growth With a $40 Million Buyback as Its Security Bet Pays Off

On June 23, 2026, Allot (NASDAQ:ALLT)'s board authorized a share repurchase program of up to $40 million of the company's ordinary shares, to be funded from existing cash and executed through open-market or negotiated transactions on the Nasdaq and the Tel Aviv Stock Exchange. …

Vinay Lochav | 30 July 2026

Lantronix (NASDAQ:LTRX) Rides the Drone Wave From Ukraine's Front Line to the Pentagon's $1bn Push

On July 28, 2026, Lantronix (NASDAQ:LTRX) said it had partnered with DoD Solution, an Estonian-Ukrainian defense-technology firm, to deploy an edge-AI drone platform for Ukraine's armed forces. The tie-up pairs Lantronix's Qualcomm-based Open-Q 6490CS compute module with DoD Solution's AURA onboard-autonomy software, targeting FPV …

Vinay Lochav | 30 July 2026
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