Michael J. Long

October 6, 2026

Mobix Labs expands National Security platform with Winner Water. Mobix Labs is expanding its National Security Matters platform by integrating Winner Water, a U.S. rare earth company backed by $53 million in federal awards. This move aligns with the company's broader strategy to address critical supply chain issues. The news coincides with a volume spike and high beta activity for the warrants, reflecting increased market attention to these strategic developments.

October 1, 2026

Mobix Labs Reports Q4 Revenue Growth Over 100%. Mobix Labs reported that its fourth-quarter revenue grew by more than 100% and gross margins were substantially higher than expected. The company also indicated that fiscal Q4 revenue is projected to exceed $1.6 million, which is above the midpoint of its previous guidance. These figures suggest strong operational performance for the period.

October 4, 2026

ARW Breaks Out on Strong Earnings Growth. Arrow Electronics was named an IBD Stock of the Day after breaking out amid triple-digit earnings growth. The stock also met specific trend template and high-growth momentum criteria, signaling strong recent performance. While one article suggests avoiding the stock, others highlight its position as a value play and a leader in the data center IT asset disposition market.

October 17, 2026

Cencora Valuation and AI Impact: Analysts Debate Growth Prospects. Recent analyses debate whether Cencora is undervalued or if its raised guidance is already priced in, as the stock trades near its 52-week high and average analyst target. Other reports suggest the company's distribution model could benefit more from AI disruption than certain telehealth competitors. The stock is also compared to major pharmaceutical companies like AbbVie and Eli Lilly as market participants assess the healthcare sector.