Wall Street Wire
A grid-security order, a $750 million Pentagon-backed mine investment, and EM&T's own Pohang power expansion all landed inside the same seven days, and all three are pointing at the same strategic gap.
Wall Street Wire
The Department of War's $1.55 billion Serra Verde offtake is mixed rare-earth carbonate, not finished magnets. Military UAVs still need a plant that can sinter before January 1, 2027.
Wall Street Wire
The transaction that would take GH Power public through Matinas BioPharma is expected to close in Q4 2026. What matters from there is a defined set of scientific and commercial checkpoints that could progressively convert an early-stage clean-tech story into a validated public-market platform.
Wall Street Wire
In the drive to achieve American magnet supply-chain security, the U.S. has a missing middle. Only a few under-the-radar stocks could be positioned to answer the call. Evolution Metals & Technologies Corp. (NASDAQ: EMAT) is one of them.
Wall Street Wire
A White House proclamation signed August 13, 2026 imposes sweeping tariffs on foreign drones and authorizes an onshoring program for domestic manufacturers, changing the economics of the U.S. drone industry with 21 days’ notice.
Wall Street Wire
Trump’s new drone tariffs could reshape U.S. defense supply chains fast. As Washington pushes critical components and rare-earth magnets away from China, One company's existing magnet production and expansion plans could position it as a standout beneficiary | NASDAQ: EMAT
Wall Street Wire
Alpha Tau's TASE dual-listing lands on an exchange that returned ~52% in 2025, drew a ~5% stake from Bill Ackman, and channels passive index flows into new entrants — Palo Alto alone drew ~NIS 800M in ETF demand. At ~$1.2B, Alpha Tau clears TA-125 size on size alone.
Wall Street Wire
China’s dominance of rare earth magnets gives Beijing leverage over the global auto industry. With U.S. restrictions tightening, Evolution Metals (NASDAQ: EMAT) is scaling a non-China supply chain that could become increasingly critical to automakers and defense contractors.
Features
PolyPid’s D-PLEX₁₀₀ received FDA Priority Review, advancing its decision date to November 28, 2026 and triggering a $15 million milestone. The Azurity deal now provides $30 million near term, with further upside from milestones, royalties and manufacturing revenue.
Features
Novo’s oral Wegovy showed what happens when a needle-bound peptide becomes a pill. Entera Bio has been building the same type of breakthrough in osteoporosis - a vast, underserved market with no oral anabolic competition and a stock still valued like few are watching.
Wall Street Wire
Duke's incoming CEO, Yiftach Kleinman, spent more than a decade at the maker of the Iron Dome and Trophy system, then scaled a loitering-munitions startup into a buyout. Now he is stepping in to lead a freshly Nasdaq-listed drone firm that is leaning harder into defense.
Features
Medicare’s skin-substitute reset has rattled wound care, but MediWound may sit on the right side of the shock. Its late-stage biologic, EscharEx, offers differentiated upside in a category suddenly hungry for safer, drug-like assets.