A message from our friends at Equiscreen Small-Cap Defense-AI Platform VWAV is Positioned at the Center of Surging U.S. Military Spending, Autonomous Warfare, and the Global Race for Real-Time Decision Dominance 
As U.S. and global defense budgets accelerate into a new era, the nature of warfare is shifting rapidly toward artificial intelligence, autonomous systems, RF sensing, and edge-based decision-making where milliseconds matter. Defense is no longer about future concepts—it is about deployable, validated technology that can operate in denied, contested, and bandwidth-constrained environments. VisionWave Holdings (NASDAQ: VWAV) is emerging as one of the most compelling small-cap players aligned with this transformation. With its proprietary Evolved Intelligence™ platform, VWAV delivers battlefield-ready AI designed to operate at the edge, integrating sensor fusion, RF intelligence, and autonomous reasoning without reliance on cloud connectivity. This architecture directly addresses the operational gaps facing modern militaries as drones, ground systems, and multi-domain platforms become central to defense doctrine. What sets VWAV apart is execution. The company has transitioned from platform formation into active commercialization through disciplined acquisitions, IP consolidation, and real-world defense pilots across the U.S., Europe, the Middle East, and beyond. Strategic moves such as the acquisition of QuantumSpeed™ to collapse decision latency, the majority stake in SaverOne to consolidate RF engineering talent, and the expansion of autonomous capabilities through Solar Drone and ground systems testing position VWAV as a full-spectrum autonomy and sensing platform. Backed by capital strength, third-party validation, elite military and diplomatic advisors, and milestone-driven integration, VWAV is no longer a speculative idea—it is a defense-AI company approaching an inflection point as pilots convert to contracts and adoption accelerates. See why Wall Street is beginning to recognize this under-the-radar defense technology platform!
This Month's Featured Content How to Read Applied Materials Earnings: What Signals Move the Stock?Written by Sam Quirke. Article Posted: 2/12/2026. 
Article Highlights - Applied Materials is up 26% year to date and roughly 170% since last April, and has been consistently printing new highs since November.
- This week’s earnings are highly anticipated, with expectations elevated amid a broader shift in tech sentiment.
- If the company can deliver, the rally should continue, but if it stumbles, any dip would likely be a buying opportunity.
Having already earned a reputation as one of the market's strongest performers, Applied Materials Inc (NASDAQ: AMAT) now faces its first major test of the year. Shares are up 26% year to date and have rallied roughly 170% since last April, hitting all-time highs on what feels like a near-weekly basis since November. The advance has been driven by consistent earnings outperformance, a strong position in semiconductor manufacturing equipment, and growing confidence on Wall Street in management's ability to execute. But sentiment across tech has shifted in recent weeks, so its fiscal Q1 earnings report is likely to be scrutinised more closely than usual. Almost no one sees it coming, but AI is about to split America into two over the next 12 months. On one hand, it'll make America's one-percenters richer and more powerful than ever. On the other hand, it's set to trap millions of hardworking Americans in financial quicksand. Former Google exec Kai-Fu Lee says AI could wipe out 50% of jobs by 2027. Elon Musk has said AI will surpass human intelligence by 2027. Mark Zuckerberg has said half of all coding could be done by AI within the next year. One ex-hedge fund manager whose team predicted Nvidia's rise in 2020 calls this the AI End Game, and he says there are three critical moves every American should make in the next 12 months to protect and grow their wealth through this paradigm shift. See the three moves before the AI split happens Investors are once again questioning rising capital expenditures, and company-specific headwinds — such as exposure to China — have crept back into the conversation. That makes Applied Materials one of the most closely watched stocks this week and likely a hot topic for the rest of the quarter. The key questions: can the gains continue after the Feb. 12 report, and how should investors position for the fallout? Let's take a closer look. Why the Rally Has Room to Run Regardless of how the fiscal Q1 report lands, the broader backdrop remains supportive. The global semiconductor market is expanding, driven by AI, high-performance computing and increasing chip complexity. As demand rises, so does the need for advanced manufacturing equipment, placing Applied Materials squarely in the sweet spot of the cycle. Beyond cyclical demand, there is a structural story. As chip fabrication becomes more complex, the recurring service and parts side of Applied Materials' business has grown in importance. That recurring revenue adds resilience and margin stability — a dynamic investors have leaned into over the past year. Recent analyst sentiment reinforces this confidence. Teams at RBC, B. Riley Financial, Citigroup and UBS reiterated Buy ratings in February, with price targets as high as $405. That implies roughly 20% upside even after this year's strong run. Notably, these updates came in the days before the report, underscoring a higher-than-normal level of analyst conviction in Applied's prospects. The Bar Is High, But History Favors the Bulls Expectations are understandably elevated heading into Thursday's report, and Morgan Stanley has indicated it expects the company to surpass estimates. While that bullishness is encouraging, it also raises risk. When a stock has rallied this hard and trades near highs, even a solid report can prompt profit-taking if the numbers or forward guidance fall short of spectacular. Combine that with the recent sentiment shift in tech, and volatility increases. Still, Applied Materials has built a track record of overdelivering, and consistent execution has been the foundation of the rally. Even if earnings merely meet expectations or guidance is slightly soft, the long-term thesis is unlikely to break. A knee-jerk selloff would more likely be viewed as a buying opportunity than a reason for panic. How to Play the Fallout The setup heading into earnings — and beyond — is straightforward. If Applied Materials posts another strong beat and maintains a confident outlook, the stock should be able to build on its multi-month rally. Fresh highs would likely attract momentum buyers and reinforce its status as a market leader. If the report disappoints and shares pull back, investors should monitor closely rather than panic. With structural demand intact and analyst support in place, an earnings-driven dip could offer a compelling entry point. A reset in near-term expectations, particularly if not accompanied by a meaningful change in long-term guidance, may simply create a better risk/reward setup. Either way, Applied Materials remains a stock to keep on your radar.
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