The Marked Chart Wire · Business
Siriusxm
Siriusxm reportedly names Tubi chief Anjali Sud as next ceo
Siriusxm is said to select Anjali Sud, the current head of Tubi, to become its next chief executive officer.
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McDonald's Uber Deal
McDonald's and UBER broaden global delivery and rewards tie
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 lands deal to build gateway systems for Thaicom satellite
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.
One Stop Systems
One Stop Systems wins $2.75 million U.S. Army contract for vehicle computing
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.
HotAxon
AXON invests $1.2 billion in Skydio for sole North American sales rights
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 to buy Echodyne for up to $5.3 billion
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 keeps ASTS Overweight, $90 target ahead of 2026 Q3
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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