Manchester United agree £20m a year deal with betting giant

Manchester United said it has secured the majority of land for its planned 100,000-seat stadium near Old Trafford by buying a 25-acre site from Indurent, a Blackstone-owned firm. Jefferies called the land deal a major de-risking step that removes a key overhang and improves visibility for design, costs and timing. The stadium is part of a 370-acre regeneration plan; details are due July 9.

Uranium stocks are being driven by three catalysts, the article says: WNA expects global uranium demand to rise about 28% by 2030; supply has fallen as U.S. production dropped from ~43 million pounds/year (1980) to ~50,000 pounds (2023); and the Trump administration expanded its critical minerals list to include uranium. Manhattan Uranium (MANU/MAUUF) plans ~5,000m of drilling to test up to 25 targets at Murmac and Strike near Uranium City, starting June 2026.

Realty Income (NYSE: O) says it began investing in data centers in late 2023 via a build-to-suit JV with Digital Realty, buying an 80% stake in an up to 48 MW facility. It also formed a hyperscale JV with Cloud Capital, targeting up to $1.4B investment for a 45% stake. Realty Income raised 2024 AFFO guidance to $4.44-$4.45/share and investment outlook to $10B.

Bloomberg reported the US Army plans to buy at least $400 million of AeroVironment counter-drone laser systems, citing a person familiar with the deal. The order would include dozens of LOCUST units that use AI to detect and track small to medium drones and then engage them with a high-energy laser. AeroVironment’s stock rose about 8% on Friday.

Rocket Lab (RKLB) said it won a $397 million U.S. Space Force contract to develop, launch, and operate multiple Flatellites for the SB-AMTI program. Flatellites are slimmer, stackable satellites intended to increase deployments per launch and integrate with Rocket Lab’s Neutron rocket. The article cites analyst forecasts for revenue rising from $602M (2025) to $1.7B (2028).

Diversified Energy (LSE:DEC, NYSE:DEC) said it will shift from acquisition-led growth to drilling its own wells, launching a one-rig operated development programme in Oklahoma in 2H, spending $35m to $50m. It expects drilling to materially affect 2027 production. Q2 adjusted EBITDA fell 14% to $240m; guidance calls for $960m-$1.01b adjusted earnings and ~$440m free cash flow.