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GCT Semiconductor (NYSE:GCTS)'s 5G Ramp and Satellite Deal Spark a Rally the Balance Sheet May Struggle to Sustain

The catalyst is proof, finally, that GCT Semiconductor (NYSE:GCTS) can sell chips. On May 12, 2026, the San Jose-based fabless designer reported first-quarter net revenue of $1.9 million, up 287% from roughly $0.5 million a year earlier, driven by 5G chipset shipments that reached …

Vinay Lochav | 30 July 2026

Genasys (NASDAQ:GNSS) Lands Fourth US Army Order as Battlefield Mass Notification Goes Digital

On July 8, 2026, Genasys (NASDAQ:GNSS) said the U.S. Army had placed a $3.0 million order for its Acoustics 360XT mobile mass-notification systems, to be deployed to Forward Operating Sites overseas for area-wide alerts and soldier protection within military installations. Each self-contained unit pairs …

Vinay Lochav | 30 July 2026

Identiv (NASDAQ:INVE) Bets Its Future on 'Physical AI,' Handing Its IoT Business to Trackonomy

On June 24, 2026, Identiv (NASDAQ:INVE) announced a deal to sell essentially the rest of its operating business, its RFID and IoT assets, its German R&D center and its Thai manufacturing subsidiary, to venture-backed Trackonomy Systems. The terms are unusual: rather than receiving cash, …

Vinay Lochav | 30 July 2026

indie Semiconductor (NASDAQ:INDI) Leans on Its ADAS Design-Win Backlog to Outrun the Automotive Chip Slump

indie Semiconductor (NASDAQ:INDI) heads into its August 6 second-quarter report as a genuine battleground stock. Shares changed hands near $3.24 on July 30, up roughly 7% on the day but still pinned close to the low end of a $2.32-$6.05 52-week range and well …

Vinay Lochav | 30 July 2026

Inseego (NASDAQ:INSG) Bets Its Future on Nokia's Fixed-Wireless Business in a Revenue-Doubling Gamble

Inseego (NASDAQ:INSG)'s defining event of 2026 is its agreement, announced April 30, to acquire Nokia's Fixed Wireless Access (FWA) customer-premises-equipment business, a transaction management frames as creating a "global leader in wireless broadband." The structure is unusual. Rather than paying cash for the unit, …

Vinay Lochav | 30 July 2026

inTEST (NYSEAMERICAN:INTT) Graduates to the Russell 2000 After a 27% Revenue Jump, But the Stock's Big Run Sets a High Bar

On June 29, 2026, inTEST Corporation (NYSEAMERICAN:INTT) was added to the broad-market Russell 2000 and Russell 3000 indexes as part of FTSE Russell's annual reconstitution, graduating up from the narrower Russell Microcap benchmark it had occupied (and which it retains). Inclusion was determined by …

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

Kopin (NASDAQ:KOPN) Clears Three U.S. Army Color MicroLED Milestones as It Races to Onshore Soldier Displays

On July 14, 2026, Kopin (NASDAQ:KOPN) said it had cleared three milestones in its color MicroLED program funded under the U.S. government's Industrial Base Analysis and Sustainment (IBAS) initiative. The company reported achieving "over 150,000 nits of single-panel, full-color brightness," which it says surpasses …

Vinay Lochav | 30 July 2026

Stratasys (NASDAQ:SSYS) Bets on Aerospace and Defense With $42.5 Million Markforged Deal

On May 27, 2026, Stratasys (NASDAQ:SSYS) announced a definitive agreement to acquire Markforged, Inc. in an all-cash transaction valued at $42.5 million, subject to customary adjustments. Markforged, which generated roughly $70 million of revenue in 2025, is currently owned by Nano Dimension Ltd., a …

Vinay Lochav | 30 July 2026

TechTarget (NASDAQ: TTGT) Reports Q1 Loss of $-0.98, Below Estimates

TechTarget, Inc. (NASDAQ: TTGT) posted a disappointing earnings report for Q1, revealing a loss of $-0.98 per share, which fell well below the consensus estimate of $-0.40. The underperformance highlights ongoing operational hurdles for the company, raising concerns among investors about its profitability trajectory …

Vinay Lochav | 30 July 2026
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