DEAPL signs intellectual property license agreement with Aviat

Scotiabank upgraded AST SpaceMobile (ASTS) to Outperform with a $55.70 price target. Roth Capital noted SpaceX's plan to lease 80,000 cell sites could benefit ASTS, Ericsson (ERIC), Nokia (NOK), and others. Citi sees upside for tower operators Crown Castle (CCI), SBA, and American Tower (AMT), but downside for major U.S. carriers.

SpaceX's $8B spectrum deal could boost low-band spectrum value, benefiting Anterix (ATEX), NextNav (NN), and Gogo (GOGO). Roth Capital estimates GOGO's spectrum at $2.3B. AVNW and CRNT may also gain. ASTS fell 15%. T, VZ, TMUS declined 9-13%. ATEX, NN, GOGO shares rose 2.7-10%.

Aviat Networks reported six consecutive years of revenue growth, driven by a strategic shift and a $25M-$30M order from a U.S. Tier 1 customer. Q4 revenue in EMEA rose 53% due to private network wins. Gross margins faced pressure from component cost inflation, but the company plans price increases. Fiscal 2027 revenue guidance is $455M-$470M. Management highlighted growth opportunities in MDU, BEAD funding, and private networks. The company repurchased $2.2M in shares and has $420M in net operat

AVIAT NETWORKS, INC. (AVNW) filed an SEC Form 8-K — Results of Operations and Financial Condition. Aviat Networks Announces Fiscal 2026 Fourth Quarter and Twelve Months Financial Results Fourth Quarter Total Revenue of $120.9 million Q4 Operating Income of $5.8 million; Q4 Non-GAAP Operating Income of $10.0 million Q4 Net Loss of $1.3 million; Q4 Adjusted EBITDA of $11.9 milli

Cumberland Pharmaceuticals (CPIX) reported Phase 2a trial results for ifetroban in systemic sclerosis, showing safety and tolerability but no efficacy conclusions. Shares fell 17.55% in after-hours trading. The 12-month trial enrolled 41 patients, with most experiencing limited disease progression. Cumberland plans further studies to guide future development.

Amazon and Google signed 20-year deals with Constellation Energy for nuclear power, totaling $4.3B. Amazon secured 690 MW from Calvert Cliffs, while Google's deal covers 11 reactors. Critics question if these agreements will meet data center demand and impact household electricity costs. The Energy Department approved $4.4B in loans for nuclear facilities. Meta, Microsoft, and Amazon have also made significant nuclear power agreements.