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The Marked Chart Wire · Business
One Stop Systems
One Stop Systems secured a $2.75 million U.S. Army contract to build rugged computing systems for tactical ground vehicles, with working units due by late 2027.
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HotPatrick Industries
Wells Fargo begins covering Patrick Industries with an overweight rating and sets a price target of $95.
McDonald's Uber Deal
McDonald's and Uber extended their collaboration to 14 countries, combining order fulfillment with point redemption. The restaurant chain reports its food delivery segment brings in over $20 billion each year.
HotKratos
Kratos Defense & Security Solutions won an agreement with Gulf Space Technology to provide gateway equipment for the Thaicom 10 satellite. The hardware delivers two to three times the bandwidth of standard Ka-band systems.
HotAxon
Axon will put $1.2 billion into Skydio and secure sole rights to sell the drones to emergency services across the United States and Canada. The cash-and-stock deal values the drone maker at $5.2 billion before the investment.
Shield AI
Shield AI agreed to purchase Echodyne for up to $5.3 billion and raised $2.5 billion to grow its defense business. The transaction should close in early 2027 after regulators approve it.
HotAST SpaceMobile
Cantor Fitzgerald maintained its Overweight rating and $90 price target on AST SpaceMobile ahead of Q3 2026 earnings. The firm cited a $1.3 billion launch deal with Firefly Aerospace and growing government demand as key growth drivers.
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