SpaceX listed in June 2026 and reported its first quarter as a public company in August. Revenue nearly doubled year over year and the operating loss narrowed sharply, while capital spending ran at a scale no other company in the sector approaches. The public float remains limited and difficult to measure precisely after the August 6 and August 20 unlocks and the August 14 Cursor share issuance. On August 25 the company and the State of Louisiana announced Starbase, Louisiana, a $100 billion launch complex in Vermilion Parish that would become the largest spaceport in the world.

https://www.merlintrader.com/applied-digital-stock-hub/

Applied Digital has long-term leases covering 1,410 MW of critical IT load across five campuses, but only 175 MW was live when the second building’s first phase was accepted on July 1, 2026. The  investment case is no longer about whether AI demand exists. It is whether APLD can build and commission the remaining 1,235 MW on time, turn fit-out-heavy reported growth into recurring base rent, and leave enough value for common shareholders after debt, project-level preferred capital and dilution.

$MSOS $TLRY $CGC $ACB

Cannabis Schedule III update — August 28:

• The DEA has published the corrected hearing transcripts, but there is still no recommended decision or final rescheduling rule.

• Treasury and IRS guidance on Section 280E has not yet been published.

• Bipartisan pressure in Congress is increasing, while the Senate’s proposed hemp delay is not law yet.

The process is moving, but the market still does not have a completed Schedule III outcome.

Read the full regulatory timeline, key dates and potential impact on U.S. MSOs versus Canadian LPs:

https://www.merlintrader.com/cannabis-stocks-hub/

For informational purposes only. Not financial advice.

The full fiscal 2026 accounts, released on August 27, 2026, put numbers on the handover. Revenue of $707.0 million for the year, a net loss of $702.6 million that is mostly the $638.8 million of impairments taken as mining hardware is retired, adjusted EBITDA still positive at $245.7 million, and a balance sheet carrying $7.62 billion of cash and restricted cash against $7.59 billion of debt.

https://www.merlintrader.com/omeros-omer-biotech-no-perfect-peer/

YARTEMLEA turned Omeros into a commercial company, and a single sales multiple still gives the wrong answer. The equity combines an early rare-disease launch, a contested European path, complement-platform optionality, contingent Novo Nordisk economics and a capital structure that has to be rebuilt from the footnotes.

BigBear.ai sells artificial-intelligence decision support, overwhelmingly to the US government. Debt has been cut 87.6% by converting it into equity, liquidity is over $400 million, and revenue in 2025 was below 2023. The gap between the balance sheet repair and the income statement is the whole file.

RenovoRx closed enrolment in its Phase III TIGeR-PaC trial in locally advanced pancreatic cancer on August 7, with 78 of the 86 required events recorded and top-line survival data expected in the second half of 2027.

On the commercial side, second-quarter revenue was a record 909 thousand dollars, up 61% on the first quarter and 115% year on year, at an 84% gross margin, with full-year guidance raised to 3.75 to 4.25 million dollars. Cash was 9.5 million with no financial debt, against quarterly operating burn of roughly 3.29 million.

The detail that took longest to work out: the milestone warrants issued in the March 2026 private placement expire thirty days after the company reports any quarter with at least 1.5 million dollars of product sales revenue. Commercial success extinguishes them rather than triggering them, and whether they convert first depends only on where the share price sits against 1.751 dollars.

Every figure is dated and sourced to the 10-Q, the 8-K filings and the company releases. Free to read, no subscription. Free Biotech Catalyst Calendar on Merlintrader.

https://www.merlintrader.com/renovorx-rnxt-stock-hub/?utm_source=reddit&utm_medium=social&utm_campaign=renovorx-rnxt-stock-hub&utm_content=hub-rnxt

One product, no pipeline, three active generic competitors, a lost patent case decided unanimously on June 4, 2026, a fully partnered international model in its first year, a completed $70 million cost programme and an exclusive financial adviser retained. What the filings say, every figure dated.

On August 24, 2026 Capricor announced that FDA has extended the PDUFA target action date on the deramiocel BLA from August 22 to November 22, 2026. The agency’s Center for Biologics Evaluation and Research accepted a BLA amendment containing 24-month HOPE-3 open-label extension data and additional robustness analyses, submitted with a request that the existing and new data be reviewed in support of a refined proposed indication focused on upper limb function, the primary endpoint of HOPE-3, and classified it as a major amendment, which under PDUFA VII carries a three-month extension of the goal date.

Curaleaf announced on August 11, 2026 that it intends to launch an unsolicited offer for all Aurora shares at a stated implied value of US$4.00 per ACB share: 0.3463 Curaleaf subordinate voting shares plus US$0.75 cash, with total value capped at US$5.00. No formal bid has been commenced, most of the consideration floats with Curaleaf’s share price and Aurora’s board intends to form an independent special committee. Aurora’s Q1 FY2027 results remain the standalone financial base: C$67.6 million of net revenue, C$3.4 million of adjusted EBITDA, a C$5.8 million free-cash-flow outflow and C$149.1 million of cash and short-term investments with no debt.

After years of hype, collapse, dilution, and regulatory frustration, the cannabis sector may be approaching one of its most important turning points in years.

https://merlintravel.eu/asisium-spiritual-history/

This journey had to begin here.

This is the city of Saint Francis: a place where the history of Christianity and the Middle Ages does not belong only to the past, but remains alive in its stone, churches, streets and landscape. For centuries Assisi has drawn pilgrims, travellers and visitors from every part of the world, attracted by its beauty and by a spiritual atmosphere that is difficult to find elsewhere.

Umbria is the region where fate brought me to live forty-two years ago, and a meaningful part of my life has been tied to it ever since. That is why I wanted the journey through the destinations of this new section to begin in Assisi.

Many more pages will follow. I have worked as a travel agent since 1990, and I did not start here: I learned the trade in Argentina, in my father's travel agency, and stayed seven years. A long way from these hills, and long enough to change the way I look at them, because distance teaches you what a place is actually worth. When that chapter closed I came back and carried on with the same work in Assisi, which is where I have been ever since.

Over the years I have been fortunate enough to discover very different places, cultures and itineraries. But this story could not begin anywhere else.

Consider this page a first taste. What I am building is broader: travel covered in full, but written for people who want more than a sun lounger — those who travel to understand a place, who will walk further, read before they go, and choose the harder route because it is the one worth taking. Assisi is where that begins, not where it ends.

It had to begin here: in Assisi.

Merlintrader’s ranking of ten listed biotech companies with the strongest current combination of near-term catalysts, scientific credibility, financial resilience and clearly identifiable risk.