Evotec SE (EVT) Appoints Dr. Joanna Holbrook as CSO and Board Member

Vertical Aerospace (NYSE:EVTL) said it signed an MoU with Near Earth and Honeywell Aerospace to integrate Near Earth autonomous flight products and Honeywell’s Anthem digital cockpit on its Valo aircraft. The effort targets uncrewed defense missions first, with longer-term automation for commercial passenger operations. Valo hybrid is aimed at up to 1,000-mile range and 1,100 kg payload. Analysts expect a next loss of 42 cents/share on Aug. 4, 2026.

BAE Systems (BA.L) won a U.S. Space Force contract to design and demonstrate ultra-compact radio-frequency terminals for space-based data. The company will use its space-hardened software-defined radios. BA.L shares rose 1.81% to 1,933 pence on the London Stock Exchange.

JPMorgan Chase and Mitsubishi UFJ Financial Group arranged $38 billion in financing for Oracle-linked data centers, taking months to distribute. The debt, split into $23.25 billion for Texas and $14.75 billion for Wisconsin, faced challenges in attracting buyers. Pricing was 2.5 percentage points above U.S. benchmarks, reflecting construction risks. Banks are now managing AI-related loan risks by transferring portions to outside investors.

Fitch Ratings upgraded Equinix's outlook to positive, citing its market position, balance sheet discipline, and strong cash flows. The company operates 282 data centers with over 522,000 interconnections, benefiting from high switching costs and low churn. Equinix plans to retain $13 billion in cash flow through 2030 and invest $5-7 billion annually in expansion. Fitch sees minor operational risks but expects a potential 'A' rating upgrade if leverage remains near 4.0x.

CoreWeave CEO Michael Intrator sold $33M in shares, including $6.89M in discretionary sales. Stock fell 30.53% in a week. Cramer says insiders are selling, and debt concerns are growing. Q2 revenue rose 112.3% to $2.58B, but net loss widened to -$626M. Competitors Nebius and Oracle also fell.

Carnival, Royal Caribbean, MSC, and Norwegian Cruise Line are investing in private destinations to boost passenger spending and profitability. Carnival expects 3.5 million passengers at its Caribbean destinations next year. Royal Caribbean's Perfect Day at CocoCay has driven demand for shorter itineraries. Disney Cruise Line expanded with Lookout Cay at Lighthouse Point. These investments aim to enhance the cruise experience and generate additional revenue.