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LightPath (NASDAQ:LPTH) Seals China Exit as Defense Orders Build a Western-Aligned Optics Supply Chain

On July 23, 2026, LightPath Technologies (NASDAQ:LPTH) said it had signed a definitive agreement to sell its Chinese subsidiary in Zhenjiang for roughly $4.5 million, payable in installments over five years, to an entity owned by the unit's incumbent local management. The transaction, expected …

Vinay Lochav | 30 July 2026

Mobilicom (NASDAQ:MOB) Lands AI-Weapons Design Win, But Shares Sit at Lows as Revenue Timing Bites

On July 30, 2026, Mobilicom (NASDAQ:MOB) said it had secured a new design win for AI-enabled autonomous weapon systems, its latest step deeper into the fast-growing market for loitering munitions and armed autonomous platforms. In Mobilicom's business, a "design win" means a manufacturer has …

Vinay Lochav | 30 July 2026

One Stop Systems (NASDAQ:OSS) Lands $8.4 Million Defense-Intelligence Order With a $44 Million Path Behind It

On June 16, 2026, One Stop Systems (NASDAQ:OSS) said it had won an $8.4 million initial contract from an unnamed "leading defense and technology solutions company" (a prime contractor) to supply 91 high-performance 3U short-depth servers supporting a U.S. Department of Defense intelligence platform. …

Vinay Lochav | 30 July 2026

PAR Technology (NYSE:PAR) Stacks Up Loyalty Wins as Shares Languish Near Lows Despite 40% Subscription Growth

Through June and July 2026, PAR Technology (NYSE:PAR) announced a dense cluster of brand wins that lean heavily on its loyalty and unified-commerce software. Pizza Factory selected PAR's platform to run operations across roughly 110 locations; Gold Star Chili expanded its relationship to adopt …

Vinay Lochav | 30 July 2026

Pixelworks (NASDAQ:PXLW) Bets Its Post-Chip Future on TrueCut Motion as CINITY and Kinepolis Deals Widen Cinema Reach

Pixelworks (NASDAQ:PXLW) spent the summer signing up cinema chains for TrueCut Motion, the shot-by-shot "motion grading" technology it is positioning as the centerpiece of a reinvented business. On June 12, 2026 the company announced a partnership with CINITY, the premium large-format brand, to bring …

Vinay Lochav | 30 July 2026

Quantum Corp (NASDAQ:QMCO) Clears Its Debt Overhang With $100 Million Raise as Storage Turnaround Finally Shows Growth

On June 2, 2026, Quantum (NASDAQ:QMCO) disclosed a sweeping recapitalization that reshaped its capital structure in a single stroke. The company sold 10,615,712 common shares at $9.42 apiece for roughly $100 million in gross proceeds (about $94.7 million net), in a private placement led …

Vinay Lochav | 30 July 2026

QuickLogic (NASDAQ:QUIK) Bets on Reprogrammable Security, Pairing a Seven-Figure FPGA Deal With Post-Quantum Crypto on Chip

QuickLogic (NASDAQ:QUIK)'s most recent headline came on July 16, 2026, when it and security-IP specialist PQSecure said they had demonstrated PQSecure's CRYSTAL-1000C post-quantum cryptographic core running as a reprogrammable function inside a system-on-chip using QuickLogic's embedded FPGA (eFPGA) hard IP fabric built for Intel's …

Vinay Lochav | 30 July 2026

SuperCom (NASDAQ:SPCB) Rides Electronic-Monitoring Contract Wins to Record Profitability, but Leans on Equity Raises

SuperCom (NASDAQ:SPCB) has spent the summer of 2026 stacking contract announcements at a pace unusual even for the microcap. On July 29 the company said it won its sixth new county-level electronic-monitoring (EM) contract in New York since mid-2024, again displacing an incumbent and …

Vinay Lochav | 30 July 2026

Valens Semiconductor (NYSE:VLN) Courts Pro-AV Buyers as Its Automotive A-PHY Rally Fades

The most concrete recent development for Valens Semiconductor (NYSE:VLN) is a professional-video win rather than an automotive one. On June 16, 2026, the company disclosed that its HDBaseT chipsets power Barco's new ClickShare USB-C Extension over CAT kit, a wired accessory that lets the …

Vinay Lochav | 30 July 2026

Frequency Electronics (NASDAQ:FEIM) Cashes In on Its Re-Rating With a $100 Million Stock Sale After Backlog Hits a Record $111 Million

On July 28, 2026, Frequency Electronics (NASDAQ:FEIM) priced an underwritten public offering of common stock at $57.50 per share, a combined transaction valued at roughly $100 million and expected to close on July 30. The structure matters: the company itself is issuing 1,086,957 new …

Vinay Lochav | 30 July 2026
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