Arbe Robotics (ARBE) Hirain & Arbe Selected by One of the World’s Largest Automotive Groups for Level 3 Progra m Across Multiple Brands

Arbe Robotics Ltd. (NASDAQ: ARBE) reported Q2 2026 results for the quarter ended June 30, 2026. Revenues rose to $0.7 million from $0.3 million a year earlier, with operating expenses of $9.8 million and net loss of $9.1 million. Cash was about $41.9 million. Full-year 2026 outlook: revenue $4-$6 million and adjusted EBITDA loss $28-$31 million.

Uniswap is collaborating with SMBC Nikko, Nethermind, Base, and Nyx Foundation to develop a Japan-focused DeFi Gateway, targeting mid-2027 completion. The project aims to create compliant liquidity pools using Uniswap v4 hooks. Uniswap reported $14.7 million in September revenue, with 53% from Robinhood Chain. UNI price is consolidating, with a potential breakout from a falling wedge pattern.

Moderna (MRNA) surged 37.22% in September due to promising Phase 3 results for its personalized mRNA cancer vaccine, outperforming the broader healthcare sector. The company's P/S ratio is 33.44, significantly higher than its historical median of 8.41, reflecting high growth expectations. Moderna remains unprofitable, with a GF Score of 54/100, indicating mixed financial health. Insider activity shows significant selling, while guru ownership is mixed.

Akamai Technologies announced 2027 earnings guidance of $150M-$300M and a $11.6B (up to $20B) 7-year deal with Anthropic, highlighting AI infrastructure demand. Current earnings are $411M, with analysts projecting $736M by 2029. The deal may impact margins and execution risks.

Lockheed Martin is in advanced talks to expand Patriot PAC-3 missile production outside the U.S. to meet global demand, which has tripled. The company aims to increase annual production capacity from 600 to 2,000 interceptors by 2030, investing up to $9 billion. Shortages of Patriot missiles are affecting Ukraine and Middle East conflicts, according to reports. Lockheed is also developing a lower-cost interceptor, PAC-3 ACE.

Meta announced Petal, a 4,300-mile subsea cable connecting the U.S. and France, expected to launch in 2029. It will carry 1 petabit per second, double current transoceanic cables. Meta has invested in over 20 subsea cable projects, including the 31,000-mile Project Waterworth. The company partners with firms like NEC and Orange but increasingly owns projects solely. Meta's infrastructure spending is part of a $130B-$145B capital expenditure plan.