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Merlintrader Trading Pub
Biotech catalyst news and analysis. FDA PDUFA tracker
Merlintrader Trading Pub
Biotech catalyst news and analysis. FDA PDUFA tracker
Category Defence
PDYN Palladyne AI Corp Update Jan 28
Today’s move is all about a fresh U.S. Air Force Research Laboratory contract: the headline is “swarming,” but the real keyword is integration—getting drones, ships, ground systems, and now satellites to share ISR and coordinate as one network. Below: what happened, what it could mean, what can still go wrong, and the key numbers double-checked from SEC filings and official releases.
ROCKET LAB (RKLB)
Rocket Lab is one of the few listed names sitting at the intersection of launch services, space infrastructure and US national security. In the last weeks, three threads have converged: a record defence contract for missile-tracking satellites, a visible test failure on the new Neutron rocket, and a high-visibility hardware milestone with the arrival of the “Hungry Hippo” fairing at the Virginia launch complex.
RDW Redwire Corporation
Redwire is moving from niche space supplier to integrated space-and-defense player just as the Golden Dome and SHIELD architectures turn from political slogan into multi-decade procurement programs. The stock has already rerated on expectations; the question now is whether cash flow, backlog and contract wins will catch up with the narrative.
Space Defence & AI
When you line up the numbers on artificial intelligence in space operations, autonomous systems and new-generation missile defence, it becomes very clear we are not looking at a “nice theme” to trade for a few quarters. We are watching the birth of a structural, AI-native arms race that stretches easily over the next 20–30 years.