Denver, Colo.- As markets gear up for the opening kickoff, today’s tape highlights a familiar but increasingly powerful theme: durable growth driven by infrastructure, defense, and AI-backed platforms.
FatPipe (NASDAQ:FATN): Cash Flow Positive and Gaining Yardage
FatPipe opened the morning with a strong third-quarter fiscal 2026 report that underscores operating leverage finally showing up on the scoreboard. The SD-WAN and cybersecurity provider posted $4.1 million in total revenue, up 30% year-over-year, while monthly recurring billings jumped 48%, highlighting accelerating subscription adoption.
Adjusted EBITDA came in at $0.59 million, maintaining roughly a 14% margin, and the company exited the quarter cash-flow positive with $6.2 million in cash. Beyond the numbers, FatPipe continues to expand its sales organization and channel partner network, while closing multi-site SD-WAN deployments across education, financial services, and enterprise customers, suggesting pipeline momentum heading into fiscal 2027.
In a market that increasingly rewards predictable revenue and capital discipline, FatPipe’s single-stack approach to networking and cybersecurity is resonating with customers looking to modernize without complexity.
Kraig Biocraft Laboratories (OTCQB:KBLB): Spider Silk Steps Closer to Commercialization
Kraig Biocraft Laboratories continues to blur the line between biotech and advanced materials. Its recombinant spider silk, produced at scale using engineered silkworms, remains one of the most intriguing frontier materials in development.
Recent updates indicate the company is fulfilling sample orders for three major name-brand companies, a quiet but meaningful step toward commercial validation. If spider silk delivers on its promise, applications could span next-generation wearables, exosuits, flexible armor, and high-durability composites, positioning KBLB as a long-term materials innovation play rather than a traditional biotech story.
Palladyne AI (NASDAQ:PDYN): Defense Revenues Lock In
Defense continues to be one of the most reliable long-cycle growth lanes in the market, and Palladyne AI added another block to that foundation this morning. The company secured a contract with a major U.S. defense prime to deliver a mission-critical propulsion subsystem for an existing U.S. missile program.
The contract is expected to generate nearly $1 million in revenue in 2026, with deliverables completed by the end of Q3 2026. While modest in size, the strategic value is outsized—embedding Palladyne deeper into a long-life weapons system and strengthening its position inside the U.S. defense industrial base. In defense, repeatability and trust often matter more than splashy one-off wins.
Gaxos.ai (NASDAQ:GXAI): AWS Validation in the AI Arms Race
Artificial intelligence names are everywhere, but third-party validation still separates contenders from pretenders. Gaxos.ai announced that Amazon Web Services (NASDAQ:AMZN) is funding the preliminary development of its AI-powered sales coaching platform, with Caylent leading the AWS-native build.
The platform is designed for enterprise-scale deployment, featuring live call transcription, automated coaching intelligence, and post-call analytics, all built for scalability, governance, and low-latency performance. AWS backing doesn’t just reduce development risk; it materially enhances credibility as Gaxos positions itself within the multibillion-dollar sales technology market.
Adlai Nortye (NASDAQ:ANL): Capital Secured for the Long Game
Adlai Nortye just secured a fresh supply of capital. The company announced a $140 million PIPE financing, co-led by Cormorant Asset Management and Columbia Threadneedle, with participation from several top-tier healthcare investors.
The financing strengthens Adlai Nortye’s balance sheet as it advances its RAS-targeting cancer therapies and next-generation immunotherapies. Notably, company leadership participated significantly in the raise, aligning insiders with shareholders as the clinical roadmap progresses.
For more information about Kraig Labs’ spider silk technology and partnership opportunities, visit www.kraiglabs.com
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PAID EDITORIAL DISCLOSURE: This is a paid editorial communication intended for informational purposes only. 24/7 is a third-party media provider that owns KBLB shares, which are on deposit and may be sold at the editor’s discretion, and has been compensated for providing ongoing KBLB market outreach and other services.. This press release may include technical analysis and should not be construed as financial or investment advice. Trading stocks involves risks, and readers should consult with their financial advisor before making investment decisions.
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