Bringing autonomy to the next fight: wildfires. Anduril has earned first place in the Autonomous Wildfire Response Track within the @xprize competition. Our solution manages the entire wildfire lifecycle with minimal human intervention. Lattice coordinates assets across air, land, and space to detect and respond faster. The award reflects Anduril's deep experience building firefighting tech including more than two years of dedicated work with XPRIZE. During the rigorous finals test in the Alaskan wilderness, our platform autonomously detected, fought, and suppressed live fires. Destructive wildfires are a global crisis. Anduril and XPRIZE are pioneering faster, more scalable and more automated ways to fight them.

$EOS.AX reported first half 2026 results tonight, alongside a conference call and investor presentation. There is a lot in there, so let me go through it segment by segment.

$NTWO new DA with FORT Robotics, $500M EV, current price $11.17 ($10.78 NAV value for the SPAC) They build hardware and software for robotics to make them safe to operate - whereas CCXI (Agility Robotics) directly builds humanoids FORT Robotics partners with NVIDIA and Google. PIPE with Tiger Global, Prologis Ventures, Mark Cuban SPAC has 17.25M float. 6M shares traded so far- good start towards churning the arbs fortrobotics.com/ (im heavy long both ccxi + ntwo)

$ASTS: 🚨 STARLINK AIMS TO TAKE CUSTOMERS FROM AT&T, VERIZON AND T-MOBILE Gwynne Shotwell: "Like I'm just going to take a very high level kind of top down. Um, the big three in the United States, AT&T, Verizon and TMO, roughly between them, $600 billion a year. Um, and I anticipate us to be able to acquire quite a few of their customers because I think our service will be better. Um, we will eliminate dead zones, leveraging the, um, the, the basically the satellites in orbit. It'll be better during any sort of natural disaster because surprisingly, even though space movies make space look super dangerous is a pretty quiescent environment. Um, and so I'm quite excited about Starlink mobile going forward. We will start to fly the satellites next year. Um, and we will start providing service end of next year."