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Village Farms International Inc (NASDAQ: VFF): Cannabis Profitability and Global Expansion Drive Record Performance

The global cannabis industry is undergoing a period of structural transformation. After years of rapid expansion followed by oversupply and pricing pressure in several markets, the sector is increasingly shifting toward profitability and operational efficiency.

Vinay Lochav | 09 March 2026

Energy Fuels Inc (NYSE: UUUU) Expands Critical Minerals Strategy as Uranium Production Accelerates

Global energy and industrial supply chains are undergoing structural transformation as governments prioritize energy security and critical mineral independence. Uranium demand is rising again as nuclear power gains renewed attention as a low-carbon energy source. At the same time, rare earth elements essential for …

Vinay Lochav | 09 March 2026

ViaSat Inc (NASDAQ: VSAT) Next Orbit: Satellite Expansion and Defense Demand Drive the Company’s Strategic Pivot

Satellite communications are entering a period of rapid technological and geopolitical transformation. Demand for global broadband connectivity, aviation inflight internet, maritime communications, and secure government networks continue to expand as digital infrastructure becomes central to both economic activity and national security.

Vinay Lochav | 09 March 2026

Western Digital Corporation’s (NASDAQ: WDC) AI Storage Surge: Cloud Demand Drives Record Exabyte Shipments and Margin Expansion

The rapid expansion of artificial intelligence workloads is transforming the global data storage landscape. As generative AI systems, machine learning platforms, and large-scale analytics become central to enterprise computing, the volume of data being generated and processed continues to rise sharply.

Vinay Lochav | 09 March 2026

TeraWulf Inc (NASDAQ: WULF) Strategic Pivot: From Bitcoin Mining to AI Infrastructure and High-Performance Computing

The rapid expansion of artificial intelligence computing has created a global race to build the infrastructure capable of supporting large scale machine learning workloads. Data center capacity, power availability, and high-performance computing infrastructure are now central to technology sector investment strategies.

Vinay Lochav | 09 March 2026

Applied Digital Corporation (NASDAQ: APLD) Earnings: AI Data Center Expansion Drives Revenue Surge

Applied Digital reported a sharp expansion in revenue during the fiscal second quarter of 2026, reflecting accelerating demand for high-performance computing infrastructure.

Team Kalkine | 09 March 2026

Alumis Inc (NASDAQ: ALMS): Pipeline Milestones and Clinical Data Drive Growth Outlook

Alumis reported financial results for the third quarter ended September 30, 2025, highlighting continued investment in clinical research as the company advances multiple immunology programs.

Team Kalkine | 09 March 2026

Applied Optoelectronics Inc (NASDAQ: AAOI): Can AI Data Center Demand Sustain Revenue Growth?

Applied Optoelectronics Inc. delivered stronger-than-expected financial results in the fourth quarter of 2025, reflecting accelerating demand for high-speed optical networking equipment tied to artificial intelligence infrastructure and hyperscale data centers.

Team Kalkine | 09 March 2026

Ondas Secures $6 Million Counter-Drone Orders as Middle East Drone Threats Accelerate

The rapid proliferation of small unmanned aerial systems is reshaping modern security strategy. Governments and infrastructure operators are increasingly investing in counter-drone technology as low-cost aerial platforms become widely used in both surveillance and attacks.

Team Kalkine | 09 March 2026
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