August 2026 - Page 15 of 17

Release – V2X Wins $87 Million Contract Supporting F/A-18 Mission Readiness

Posted on August 5, 2026August 5, 2026 by [email protected]

August 05, 2026

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RESTON, Va., Aug. 5, 2026 /PRNewswire/ — V2X, Inc. (NYSE: VVX) has been awarded an $87 million firm-fixed-price, indefinite-delivery/indefinite-quantity contract to enhance the performance, longevity, and mission readiness of SUU-79 pylons supporting F/A-18 Super Hornet and EA-18G Growler aircraft operated by the United States Navy.

The SUU-79 pylons are critical sub-systems mounted beneath the aircraft wing, enabling the carriage and deployment of weapons, missiles, and other mission-essential stores. These components play a vital role in ensuring full mission lethality and operational effectiveness across a range of combat and support missions. V2X has supported sustainment of these Navy aircraft’s systems, including pylons, since the first F/A-18 aircraft entered into service in the 1980s.

Through this contract, V2X will sustain and modernize mission-critical capabilities by overhauling this key aircraft component for frontline naval aviation operations. By applying advanced repair techniques and lifecycle sustainment expertise, V2X helps extend the operational relevance of these platforms to ensure continued alignment with evolving mission requirements.

“This award reflects our continued commitment to delivering mission-critical sustainment solutions that ensure operational readiness for our naval forces,” said Jeremy C. Wensginer, President and Chief Executive Officer at V2X. “These pylons are actively supporting missions today, and our work ensures they remain ready, reliable, and capable of enabling full-spectrum combat operations whenever and wherever they are needed. This is yet another example of supporting the modernization of critical aviation systems.”

Under the contract, all work will be performed in Indianapolis, Indiana, with completion expected by January 2030.

About V2X
V2X builds innovative solutions that integrate physical and digital environments by aligning people, actions, and technology. V2X is embedded in all elements of a critical mission’s lifecycle to enhance readiness, optimize resource management, and boost security. The company provides innovation spanning national security, defense, civilian, and international markets. With a global team of approximately 16,000 professionals, V2X enables mission success by injecting right technologies including AI and machine learning capabilities to meet today’s toughest challenges across all operational domains and maintain relevancy for the evolving mission parameters.

Investor Contact
Mike Smith, CFA
Vice President, Treasury, Corporate Development and Investor Relations
[email protected]
719-637-5773

Media Contact
Angelica Spanos Deoudes
Senior Director, Marketing and Communications
[email protected]
571-338-5195

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SOURCE V2X, Inc.

Release – T3 Defense Subsidiary Tiltan Receives Purchase Order from Leading Israeli Defense Contractor for Next-Generation Infrared Electro-Optical Simulation Program

Posted on August 5, 2026August 5, 2026 by [email protected]

Research News and Market Data on DFNS

Initial HWIL Simulation Order Carries Potential to Scale to $2.0 Million

August 04, 2026 16:05 ET | Source: T3 Defense Inc.

NEW YORK and NETANYA, Israel, Aug. 04, 2026 (GLOBE NEWSWIRE) — T3 Defense Inc. (Nasdaq: DFNS) (“T3 Defense” or the “Company”), a defense technology holding company, today announced that its wholly owned subsidiary Tiltan Software Engineering Ltd. (“Tiltan”) has received an initial purchase order from a leading Israeli defense contractor to deliver a Proof of Concept (PoC) for a Hardware-in-the-Loop (“HWIL”) simulation of a next-generation infrared electro-optical system.

The purchase order represents the first phase of a program that may expand into a contract valued at up to $2.0 million, as the customer and its subsidiaries progress from concept validation to full-scale development and qualification.

Under the agreement, Tiltan will use its proprietary T-Verse platform to simulate the customer’s next-generation infrared electro-optical system. By leveraging advanced HWIL capabilities, the platform recreates realistic operational environments in a laboratory setting, enabling faster development cycles, improved engineering efficiency, and more effective testing of complex scenarios that are difficult to replicate in the field. The solution also integrates artificial intelligence to help address increasingly complex battlefield requirements.

“This engagement reflects the type of high-value, scalable opportunity we are targeting across our portfolio,” said Menny Shalom, CEO of T3 Defense. “A leading defense prime selecting Tiltan for next-generation electro-optical simulation underscores the strength of our technology platform and highlights the potential for multi-phase, recurring programs that can drive meaningful growth.”

“This award reinforces the growing recognition of Tiltan’s capabilities among Israel’s most advanced defense manufacturers,” said Ehud Shafir, CEO of Tiltan Software Engineering Ltd. “Securing this initial phase positions us to expand into a broader, multi-phase engagement as the program progresses across the customer’s organization.”

This engagement supports T3 Defense’s strategy of deepening relationships with premier defense contractors and expanding recurring, higher-value simulation and engineering programs within Israel’s defense ecosystem.

About Tiltan Software Engineering Ltd.
Tiltan Software Engineering Ltd., a subsidiary of T3 Defense, is a leading solution provider specializing in Simulation, 3D Engines, Generative AI Training, Geo-Systems, 3D Content, and Operations Center Systems and Tools. With over 30 years of experience, Tiltan’s simulation products provide a one-stop-shop solution for training, development, and hardware-in-the-loop systems, powered by a proprietary 3D engine and Generative AI.

Tiltan’s Geo-System products support space, aerial, manned, and unmanned vehicles, addressing registration, localization, and navigation challenges, as well as geo-mapping systems. Tiltan’s in-house content production delivers high-fidelity, geo-specific visual databases, 3D models, and mapping data for VIS, IR, LiDAR, and SAR applications.

About T3 Defense
T3 Defense Inc. (Nasdaq: DFNS) is a defense company that acquires and operates mission-critical defense businesses embedded in long-cycle national security programs. The company targets businesses operating at constrained, qualification-driven, or execution-critical points across the industrial base where strategic value exists and where qualification, capacity, and execution are decisive. Through disciplined M&A, centralized capital and strategy, and decentralized operating autonomy, T3 Defense seeks to strengthen critical defense capabilities and compound long-term value. For more information, visit www.t3dfns.com.

Forward Looking Statements
This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These forward-looking statements include statements regarding ITS’s engineering and manufacturing capabilities, the expected performance of the production line delivered to the client, and the Company’s growth strategy. These statements involve known and unknown risks and uncertainties that could cause actual results to differ materially from those expressed or implied. T3 Defense Inc. undertakes no obligation to update or revise any forward-looking statements to reflect events or circumstances after the date of this press release, except as required by applicable law.

Contacts:
T3 Defense Inc.
575 5th Avenue
New York, NY 10017
[email protected]
www.t3dfns.com

ITS Inc.
Amit Cwitk
[email protected]

Investor Relations (US)
Lena Cati
[email protected]
+1 212 836-9611

Val Ferraro
[email protected]
+1 212 836-9612

An image accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/678e1450-efa2-400c-8dda-45227fe17166

Superior Group of Companies (SGC) – Branded Products Powers Earnings Growth

Posted on August 5, 2026August 5, 2026 by [email protected]

Wednesday, August 05, 2026

Michael Kupinski, Director of Research, Equity Research Analyst, Digital, Media & Technology , Noble Capital Markets, Inc.

George Proost, Research Associate, Noble Capital Markets, Inc.

Refer to the full report for the price target, fundamental analysis, and rating.

An impressive earnings beat. Q2 revenue increased 2.6% to $147.8 million, while adjusted EBITDA rose 26.6% to $7.7 million and adjusted EPS more than doubled to $0.21. The results beat our estimates of $143.8 million, $6.5 million, and $0.08 per share, respectively.

Branded Products powers the recovery. Revenue advanced 6.2%, and segment EBITDA increased 24.9% to $11.2 million, supported by a favorable customer mix, improved sourcing, and growing volumes from existing customers. Management indicated that the segment has favorable operating momentum into the second half.

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*Analyst certification and important disclosures included in the full report. NOTE: investment decisions should not be based upon the content of this research summary. Proper due diligence is required before making any investment decision.

Kratos Defense & Security (KTOS) – Strong 2Q26 Top Line Growth; Momentum Continues to Build

Posted on August 5, 2026August 5, 2026 by [email protected]

Wednesday, August 05, 2026

Joe Gomes, CFA, Managing Director, Equity Research Analyst, Generalist , Noble Capital Markets, Inc.

Refer to the full report for the price target, fundamental analysis, and rating.

Overview. Kratos’ second quarter results reflect strong execution by the Company, in our view. The Company’s strategy, including making internally funded investments to be first-to-market with relevant hardware and software that is engineered up front for affordable mass production at scale and is aligned with the Department of War’s priorities, continues to resonate, in our view.

2Q26 Results. Revenues for the second quarter were $458.8 million, above management’s guide of $400 million-$410 million. We were at $405 million. Adjusted EBITDA for the second quarter was $38.2 million, above the high end of the estimated range of $30 million-$35 million, reflecting the increased revenue and revenue mix. We had forecast $33 million. GAAP net income for 2Q26 was $4.4 million, and GAAP EPS was $0.02, compared to $2.9 million and $0.02, respectively, for 2Q25. Adjusted EPS was $0.21 for 2Q26, compared to $0.11 for 2Q25.

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This Research is provided by Noble Capital Markets, Inc., a FINRA and S.E.C. registered broker-dealer (B/D).

InPlay Oil (IPOOF) – Updating Estimates Based on Higher Second Quarter Crude Oil Prices

Posted on August 5, 2026August 5, 2026 by [email protected]

Wednesday, August 05, 2026

Mark Reichman, Managing Director, Equity Research Analyst, Natural Resources, Noble Capital Markets, Inc.

Refer to the full report for the price target, fundamental analysis, and rating.

Updating estimates. We have increased our Q2 FY2026 revenue, adjusted funds flow (AFF), and AFF per share estimates to C$122.0 million, C$49.6 million, and C$1.77, respectively, from C$104.0 million, C$36.2 million, and C$1.29. While we have lowered our production estimate to 18,663 barrels of oil equivalent per day (boe/d) from 18,875 boe/d due to Q2 weather impacts, the increases in our estimates are largely due to higher crude oil prices. For FY 2026, we now project revenue, AFF, and AFF per share of C$425.6 million, C$162.5 million, and C$5.80, respectively, compared to our prior estimates of C$406.2 million, C$148.4 million, and C$5.29. Our FY 2026 average production forecast of 18,900 boe/d is unchanged.

Outlook. InPlay has approximately 190 Tier 1 drilling locations that provide an estimated 10 to 15 years of high-return inventory. The company’s low-decline asset base supports sustainable free cash flow generation while limiting capital requirements needed to maintain production. Conservative leverage provides capacity for future acquisitions while maintaining shareholder returns through the dividend.

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This Company Sponsored Research is provided by Noble Capital Markets, Inc., a FINRA and S.E.C. registered broker-dealer (B/D).

FreightCar America (RAIL) – Second Quarter 2026 Review and Outlook

Posted on August 5, 2026August 5, 2026 by [email protected]

Wednesday, August 05, 2026

Mark Reichman, Managing Director, Equity Research Analyst, Natural Resources, Noble Capital Markets, Inc.

Refer to the full report for the price target, fundamental analysis, and rating.

Second Quarter FY 2026 Financial Results. RAIL generated a 2Q FY26 adjusted net loss to common stockholders of $821.0 thousand, or $(0.02) per share, compared to adjusted net income of $3.8 million, or $0.11 per share, during the prior year period. Gross margin as a percentage of revenue amounted to 5.5% compared to 15.0% in 2Q FY 2025. Revenue and rail car deliveries declined to $113.1 million and 927, compared to $118.6 million and 939 during the prior year period. Adj. EBITDA amounted to $1.2 million compared to $9.3 million in 2Q FY 2025.

Updated FY 2026 Guidance. Management updated its FY 2026 guidance. Railcar deliveries are expected to be in the range of 3,500 to 3,900, revenue in the range of $410 to $460 million, and adj. EBITDA in the range of $36 to $44 million. Prior guidance projected railcar deliveries in the range of 4,000 to 4,500, revenue in the range of $500 to $550 million, and adj. EBITDA in the range of $41 to $50 million.

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CoreCivic, Inc. (CXW) – Opening Another Previously Idle Facility

Posted on August 5, 2026August 5, 2026 by [email protected]

Wednesday, August 05, 2026

Joe Gomes, CFA, Managing Director, Equity Research Analyst, Generalist , Noble Capital Markets, Inc.

Refer to the full report for the price target, fundamental analysis, and rating.

New Award. CoreCivic has been awarded a new contract with U.S. Immigration and Customs Enforcement (“ICE”) to utilize the Company’s 1,600-bed Prairie Correctional Facility located in Appleton, Minnesota, a facility that has been idle since 2010. Awards seem to be picking up once again, especially for previously idle facilities, suggesting to us that ICE is moving back to the tried-and-true detention operating model, with less focus on alternative detention models.

Impact. The new contract commences on August 11, 2026, for a term of five years. The agreement provides for a fixed monthly payment plus an incremental per diem payment based on detainee populations. Taking into account start-up activities and the phased commencement of intake operations, we currently expect an immaterial impact to earnings for the remainder of 2026. Once the facility is fully activated, management expects this facility to generate total annual revenue of approximately $75 million. The facility should begin receiving detainees in the fourth quarter of 2026, with the full ramp estimated to be complete in the second quarter of 2027.

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This Company Sponsored Research is provided by Noble Capital Markets, Inc., a FINRA and S.E.C. registered broker-dealer (B/D).

Commercial Vehicle Group (CVGI) – Momentum Continues Building

Posted on August 5, 2026August 5, 2026 by [email protected]

Wednesday, August 05, 2026

Joe Gomes, CFA, Managing Director, Equity Research Analyst, Generalist , Noble Capital Markets, Inc.

Refer to the full report for the price target, fundamental analysis, and rating.

Overview. CVG delivered year-over-year revenue growth across all three segments, reflecting ongoing efforts to reduce end-market concentration in cyclical North American Class 8 truck exposure through geographic and end-market diversification. While there are still macroeconomic uncertainties to monitor, CVG is hitting its stride as new business wins are ramping coincidentally with a recovery in key end markets.

2Q26 Results. CVG reported 2Q26 revenue of $195.2 million, up from $172 million in the year-ago period, a 13.5% increase, driven by increased customer demand in international markets and the ramp of previously awarded new business wins across all three operating segments. We were at $173 million. Gross margin improved both y-o-y and sequentially to 12.9%. One-time items impacted the reported bottom line. On an adjusted basis, CVG reported a net loss of $0.13/sh, up from a loss of $0.09/sh last year, reflecting increased incentive comp expense in 2Q26 over 2Q25.

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Palantir Surged 27% on Earnings. The Real Signal Is for Small-Cap AI Software

Posted on August 5, 2026August 5, 2026 by [email protected]

Palantir ripped more than 27% higher Tuesday after a blowout quarter — but if you invest in small and micro caps, the move itself isn’t your story. The story is what it says about every AI software name that got left for dead earlier this year.

First, the numbers, because they’re staggering. Palantir grew total revenue 93% year over year in Q2, with US commercial revenue up a frankly absurd 149%. It lifted full-year guidance to 82% growth and posted $1.05 billion in adjusted net income. This is a company that only turned sustainably profitable in late 2023 and has done nothing but accelerate since. The stock has run from roughly $25 to north of $150 in two years. On Tuesday, Deutsche Bank piled on, upgrading it to Buy with a $200 target and arguing Palantir is years ahead of the rest of software at turning AI hype into paying customers.

Fair enough. But here’s the part worth your attention.

For the first half of this year, AI was a threat to software stocks, not a tailwind. The fear was simple: if anyone can spin up an AI-coded tool, why pay for enterprise software at all? That panic hammered names like Salesforce and gutted valuations across the sector — small caps most of all, because they always get sold first and hardest. Palantir just punched a hole in that thesis. It showed, with real revenue, that AI demand can be additive to a data-software business rather than a wrecking ball.

That narrative shift is the read-through. When the market decides it wrongly wrote off a whole sector, the re-rating doesn’t stop at the $380 billion leader — it flows down to the smaller, cheaper names that got dumped indiscriminately. The AI software companies with real revenue traction, a defensible niche, and a visible path to profits are the ones that benefit when sentiment flips.

Which fires up the game every small-cap investor loves and should be careful with: the hunt for the “next Palantir.” Be skeptical here. For every genuine small-cap building durable AI-driven software, there are ten with a buzzword-stuffed deck and no customers. The tell isn’t the pitch — it’s accelerating revenue, expanding margins, and a specific vertical or government niche the company actually owns. That’s what Palantir had before Wall Street noticed. Look for that same shape lower down the market-cap ladder.

One caveat you shouldn’t skip: don’t confuse the signal with the stock. Palantir trades at a valuation that assumes years of flawless execution — analysts flagged a growth-plus-margin profile far beyond the usual “Rule of 40” benchmark, which is remarkable, but it’s priced for perfection. For small-cap hunters, the play isn’t chasing Palantir up here. It’s treating this quarter as confirmation that the AI-software sell-off went too far, then finding the overlooked names that haven’t re-rated yet.

The giant just told you the tide is turning. Your edge is fishing where nobody else is looking.

Release – Superior Group of Companies Reports Second Quarter 2026 Results

Posted on August 4, 2026August 4, 2026 by [email protected]

Research News and Market Data on SGC

08/04/2026
11:05 AM
Press Room

Total net sales of $147.8 million, up from $144.0 million in prior year second quarter
Net income of $1.2 million, including a non-cash tradename impairment charge, $2 million after tax, versus $1.6 million in prior year second quarter
Adjusted EBITDA of $7.7 million, up from $6.1 million in prior year second quarter
Confirms full-year Outlook
Board of Directors approves $0.14 per share quarterly dividend

ST. PETERSBURG, Fla., Aug. 04, 2026 (GLOBE NEWSWIRE) — Superior Group of Companies, Inc. (NASDAQ: SGC) (the “Company”), today announced its second quarter 2026 results.

“We’ve demonstrated the earnings power of our diversified business with Branded Products performing especially well this quarter, resulting in an adjusted EPS that was more than double the prior year’s second quarter. We are navigating through soft market conditions, and we see growth opportunities ahead for all three of our attractive businesses,” said Michael Benstock, Chief Executive Officer. “Our guidance continues to reflect stronger results in the back half of the year given seasonal factors. Ultimately, our diverse end markets, high customer retention and flexible supply chain combined with our healthy balance sheet allows us to drive continued growth and optimize shareholder value including through our attractive dividend yield and opportunistic share repurchases.”

Second Quarter Results

For the second quarter ended June 30, 2026, net sales were $147.8 million, up from second quarter 2025 net sales of $144.0 million. Net income was $1.2 million or $0.08 per diluted share compared to net income of $1.6 million or $0.10 per diluted share for the second quarter of 2025.

During the second quarter the Company recorded a trade name impairment charge in the Healthcare Apparel segment of $2.6 million (or $2.0 million net of tax, or $0.13 per diluted share). The charge does not affect the Company’s cash position, cash flow from operating activities or bank debt covenants.

On an adjusted basis, excluding the impairment charge, second quarter net income was $3.2 million or $0.21 per diluted share up from net income of $1.6 million, or $0.10 per diluted share for the second quarter of 2025. At the conclusion of this press release is a reconciliation of reported-to-adjusted results, including a description of the significant item.

Quarterly Dividend

The Board of Directors declared a quarterly dividend of $0.14 per share, payable August 28, 2026 to shareholders of record as of August 14, 2026.

2026 Full-Year Outlook

The Company continues to forecast full-year 2026 net sales in the range of $572.0 million to $585.0 million, up from 2025 net sales of $566.2 million, and full-year adjusted earnings per diluted share in the range of $0.54 to $0.66, up from $0.46 in 2025.

Webcast and Conference Call

The Company will host a webcast and conference call at 8:00am Eastern Time today. The live webcast and archived replay can be accessed in the investor relations section of the Company’s website at https://ir.superiorgroupofcompanies.com/Presentations. Interested individuals may also join the teleconference by dialing 1-844-861-5505 for U.S. dialers and 1-412-317-6586 for international dialers. The Canadian toll-free number is 1-866-605-3852. Please ask to be joined to the Superior Group of Companies call. A telephone replay of the teleconference will be available through August 18, 2026. To access the replay, dial 1-855-669-9658 in the United States or Canada, or 1-412-317-0088 from international locations. Please reference conference number 5851649 for replay access.

Disclosure Regarding Forward-Looking Statements

Certain matters discussed in this press release are “forward-looking statements“ intended to qualify for the safe harbors from liability established by the Private Securities Litigation Reform Act of 1995. These forward-looking statements can generally be identified by use of the words “may,” “will,” “should,” “could,” “expect,” “anticipate,” “estimate,” “believe,” “intend,” “project,” “potential,“ or “plan“ or the negative of these words or other variations on these words or comparable terminology. Forward-looking statements in this press release include 2026 guidance of net sales and earnings per diluted share and may also include, without limitation: (1) projections of revenue, income, and other items relating to our financial position and results of operations, including short term and long term plans for cash, (2) statements of our plans, objectives, strategies, goals and intentions, (3) statements regarding the capabilities, capacities, market position and expected development of our business operations and (4) statements of expected industry and general economic trends.

Such forward-looking statements are subject to certain risks and uncertainties that may materially adversely affect the anticipated results. Such risks and uncertainties include, but are not limited to, the following: the impact of competition; the impact of global conflicts, such as the Russia-Ukraine War and the joint U.S.-Israeli War with Iran in 2026, uncertainties related to tariffs, duties, trade wars and related matters, supply disruptions, inflationary environments (including with respect to shipping costs and the cost of finished goods and raw materials and shipping costs), employment levels (including labor shortages), and general economic and political conditions in the areas of the world in which the Company operates or from which it sources its supplies or the areas of the United States of America (“U.S.“ or “United States“) in which the Company‘s customers are located; changes in the healthcare, retail chain, food service, transportation and other industries where uniforms and service apparel are worn; our ability to identify suitable acquisition targets, discover liabilities associated with such businesses during the diligence process, successfully integrate any acquired businesses, or successfully manage our expanding operations; the price and availability of raw materials; attracting and retaining senior management and key personnel; the Company’s ability to maintain effective internal control over financial reporting; and other factors described in the Company‘s filings with the Securities and Exchange Commission (“SEC”), including those risks described in Item 1A of our Annual Report on Form 10-K for the fiscal year ended December 31, 2025 entitled “Risk Factors” and the Quarterly Report on Form 10-Q for the quarter ended June 30, 2026. Shareholders, potential investors and other readers are urged to consider these factors carefully in evaluating the forward-looking statements made herein and are cautioned not to place undue reliance on such forward-looking statements. The forward-looking statements made herein are only made as of the date of this press release and we disclaim any obligation to publicly update such forward-looking statements to reflect subsequent events or circumstances, except as may be required by law.

About Superior Group of Companies, Inc. (SGC):

Established in 1920, Superior Group of Companies is comprised of three attractive business segments each serving large, fragmented and growing addressable markets. Across Healthcare Apparel, Branded Products and Contact Centers, each segment enables businesses to create extraordinary brand engagement experiences for their customers and employees. SGC’s commitment to service, quality, advanced technology, and omnichannel commerce provides unparalleled competitive advantages. We are committed to enhancing shareholder value by continuing to pursue a combination of organic growth and strategic acquisitions. For more information, visit www.superiorgroupofcompanies.com.

Investor Relations Contact:
[email protected]

View full release here.

How Anthropic’s $10 Billion Compute Deal Turned a Bitcoin Miner Into an AI Landlord

Posted on August 4, 2026August 4, 2026 by [email protected]

On Tuesday, the maker of the Claude AI models locked in a roughly $10 billion, six-year deal for computing capacity from Volta Infra Holdings, a months-old, Nvidia-backed cloud startup. Anthropic wasn’t named in the official releases — Bloomberg tied it to the contract, and the company declined to comment — but the physical site behind it is very public, and it belongs to Bitdeer Technologies (NASDAQ: BTDR).

Here’s how the layers stack. Anthropic contracts with Volta for the compute. Volta, in turn, signed a 16-year lease for the actual data center — a campus in Tydal, Norway that Bitdeer owns and operates. That lease alone is worth about $4.7 billion in contracted revenue, with an optional extension that could push it near $8 billion over 24 years. The site will run 121 megawatts of IT load on Nvidia’s newest Vera Rubin chips, with Dell supplying hardware and delivery split into two phases targeted for the end of 2026 and March 2027.

Investors did the math fast. Bitdeer shares spiked as much as 14% and held gains of roughly 8% intraday.

Now the part that matters if you hunt small and micro caps. Bitdeer is a Bitcoin miner, and like a growing cluster of its peers, it’s been quietly converting crypto-mining infrastructure into AI compute as Bitcoin prices sag and mining margins tighten. Cheap power, existing sites, cooling built for dense hardware — turns out that’s exactly what AI labs are desperate for. The result is a re-rating story: a volatile miner swaps unpredictable block rewards for long-duration, contracted, almost REIT-like cash flow. A multi-year backlog changes how the market values a name like this. Crypto bet becomes infrastructure landlord.

That’s the thesis, and it’s worth watching the whole cohort of miners making the same pivot. The tell is the same everywhere — contracted AI revenue showing up on the books.

Don’t skip the risk, though, because it’s real. Bitdeer still has to spend roughly $500 million more to build the site out, and it plans to fund that with debt it hasn’t priced yet. Volta is a startup that didn’t exist eight months ago — counterparty risk that’s only partly backstopped by about $1.3 billion in letters of credit arranged through J.P. Morgan and another large institution. And zoom out, and the whole thing looks a little… circular. Nvidia backs Volta, Volta buys Nvidia chips, and Anthropic — itself burning through billions and reportedly weighing an IPO — sits on top. Critics have been flagging this web of AI-infrastructure dependencies as the kind of thing that magnifies losses across the board if demand ever cools.

For now, demand isn’t cooling, and Bitdeer just booked one of the more consequential contracts a company its size can land. The signal for small-cap investors: the picks-and-shovels of the AI boom aren’t all mega-caps. Some of them used to mine Bitcoin.

Release – V2X Awarded $500 Million U.S. Air Force C-12 Sustainment Contract Following Proven Readiness Performance

Posted on August 4, 2026August 4, 2026 by [email protected]

Research News and Market Data on VVX

August 04, 2026

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RESTON, Va., Aug. 4, 2026 /PRNewswire/ — V2X Inc. (NYSE: VVX) has been awarded an indefinite-delivery/indefinite-quantity contract, with a $500 million ceiling value, by the U.S. Air Force to continue providing Contractor Logistics Support for the Air Force’s C-12 aircraft fleet.

The C-12 Huron provides time-sensitive transportation of personnel and cargo, medical evacuation, and flight test support for organizations including Air Force Materiel Command, the Defense Intelligence Agency, the Defense Security Cooperation Agency and Pacific Air Forces. Under the contract, V2X will continue delivering comprehensive maintenance, supply chain, engineering and logistics support for the globally deployed fleet through June 2031.

The award builds on V2X’s long-standing partnership with the U.S. Air Force, reflecting the company’s proven ability to deliver exceptional aircraft availability and mission readiness. Throughout the current program, V2X has consistently achieved mission capability rates exceeding 95 percent while earning exceptional Contractor Performance Assessment Reporting System ratings for quality, schedule and mission execution.

“Our customers depend on these aircraft to execute missions around the world, often on short notice and in demanding environments,” said Vinny Caputo, Senior Vice President of Aerospace Systems at V2X. “This award reflects the confidence the U.S. Air Force places in our people and our proven ability to deliver sustained aircraft readiness. We are proud to continue supporting this important fleet with the operational excellence, technical expertise and mission focus our customers expect.”

V2X’s integrated sustainment approach combines maintenance, supply chain management, engineering, logistics and program management to maximize aircraft availability while improving operational efficiency. The company’s performance on the current program has enabled the Air Force to maintain exceptional fleet readiness while integrating new capabilities that improve mission effectiveness.

Work under the firm-fixed-priced contract will be performed at multiple locations across the United States and internationally, supporting Air Force operations and Foreign Military Sales partners across North America, South America, Europe, Africa, the Middle East and the Pacific.

About V2X
V2X builds innovative solutions that integrate physical and digital environments by aligning people, actions, and technology. V2X is embedded in all elements of a critical mission’s lifecycle to enhance readiness, optimize resource management, and boost security. The company provides innovation spanning national security, defense, civilian, and international markets. With a global team of approximately 16,000 professionals, V2X enables mission success by injecting AI and machine learning capabilities to meet today’s toughest challenges across all operational domains.

Investor Contact
Mike Smith, CFA
Vice President, Treasury, Corporate Development and Investor Relations
[email protected]
719-637-5773

Media Contact
Angelica Spanos Deoudes
Senior Director, Corporate Communications
[email protected]
571-338-5195

View original content to download multimedia:https://www.prnewswire.com/news-releases/v2x-awarded-500-million-us-air-force-c-12-sustainment-contract-following-proven-readiness-performance-302842430.html

SOURCE V2X, Inc.

Release – CoreCivic Announces New Contract Award At Prairie Correctional Facility

Posted on August 4, 2026August 4, 2026 by [email protected]

Research News and Market Data on CXW

August 4, 2026

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BRENTWOOD, Tenn., Aug. 04, 2026 (GLOBE NEWSWIRE) — CoreCivic, Inc. (NYSE: CXW) (“CoreCivic”) announced today that it has been awarded a new contract with U.S. Immigration and Customs Enforcement (“ICE”) to utilize the Company’s 1,600-bed Prairie Correctional Facility located in Appleton, Minnesota, a facility that has been idle since 2010.

The new contract commences on August 11, 2026, for a term of five years. The agreement provides for a fixed monthly payment plus an incremental per diem payment based on detainee populations. Taking into account start-up activities and the phased commencement of intake operations, we currently expect an immaterial impact to earnings for the remainder of 2026. Once the facility is fully activated, we expect this facility to generate total annual revenue of approximately $75 million. We expect to begin receiving detainees in the fourth quarter of 2026, with the full ramp estimated to be complete in the second quarter of 2027.

Patrick D. Swindle, CoreCivic’s Chief Executive Officer, commented, “We are pleased to announce the new contract at our Prairie Correctional Facility. While this facility has been idle since 2010, we have made investments to help ensure an efficient reactivation in the event of a new contract. The geographic location of this facility, similar to our other recent contract awards, improves our ability to support our government partner throughout the United States.”

About CoreCivic

CoreCivic is a diversified, government-solutions company with the scale and experience needed to solve tough government challenges in flexible, cost-effective ways. CoreCivic provides a broad range of solutions to government partners that help build safer, healthier, and more productive communities one person at a time through residential corrections, detention, and reentry management, complementary service offerings to the corrections industry that include pharmaceutical, transportation, and alternatives to incarceration, and government real estate solutions. CoreCivic is the nation’s largest owner of partnership correctional, detention and residential reentry facilities, and one of the largest operators of such facilities in the United States. CoreCivic has been a flexible and dependable partner for government for more than 40 years. CoreCivic’s employees are driven by a deep sense of service, high standards of professionalism and a responsibility to help government better the public good. Learn more at www.corecivic.com.

Cautionary Note Regarding Forward-Looking Statements

This press release includes statements as to our beliefs and expectations of the outcome of future events that are forward-looking statements within the meaning of Section 21E of the Securities Exchange Act of 1934, as amended, and the Private Securities Litigation Reform Act of 1995, as amended. These forward-looking statements may include such words as “anticipate,” “estimate,” “expect,” “project,” “plan,” “intend,” “believe,” “may,” “will,” “should,” “can have,” “likely,” and other words and terms of similar meaning in connection with any discussion of the timing or nature of future operating or financial performance or other events. Such forward-looking statements may be affected by risks and uncertainties in CoreCivic’s business and market conditions. These forward-looking statements are subject to risks and uncertainties that could cause actual results to differ materially from the statements made. Important factors that could cause actual results to differ are described in the filings made from time to time by CoreCivic with the Securities and Exchange Commission (“SEC”) and include the risk factors described in CoreCivic’s Annual Report on Form 10-K for the fiscal year ended December 31, 2025, filed with the SEC on February 20, 2026. Except as required by applicable law, CoreCivic undertakes no obligation to update forward-looking statements made by it to reflect events or circumstances occurring after the date hereof or the occurrence of unanticipated events.

Contact:	Investors: Jeb Bachmann – Managing Director, Investor Relations – (615) 263-3024
	Media: Steve Owen – Vice President, Communications – (615) 263-3107