Q/C Technologies Announces Research Collaboration with Sandia National Laboratories, a $5 Billion U.S. Department of Energy Lab

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.

Amazon and Synopsys agreed to a $1B+ deal to accelerate AI chip design. Amazon will license Synopsys' IP and tools, while Synopsys will optimize solutions for Amazon's Trainium and Graviton chips. The partnership includes royalties and aims to reduce chip design cycles, strengthening Amazon's AI data center position.