Daily Brief United States: Rocket Lab USA , Northwest Biotherapeutics, Fermi, Occidental Petroleum, Intel Corp, Zevra Therapeutics , UP Fintech, Rogers Corp, Rollins Inc, Lockheed Martin and more

• Rocket Lab has taken a significant strategic step toward becoming a fully vertically integrated space company with its intent to acquire a controlling stake in Mynaric AG, a German-based laser communications provider.
• The deal, still subject to regulatory and restructuring approvals, comes on the heels of Rocket Lab’s Q2 2025 earnings, where the company reported $39.6 million in revenue and reiterated its commitment to expanding across the entire space value chain.
• If completed, the acquisition will give Rocket Lab access to Mynaric’s production capabilities, intellectual property, and workforce of over 300 engineers.

• Northwest Biotherapeutics is a clinical-stage biotechnology company whose value is almost entirely dependent on the regulatory approval and commercial success of its lead product candidate, DCVax-L, for glioblastoma (GBM), an aggressive form of brain cancer.
• The company has completed a Phase III trial for DCVax-L, which it reported met its primary and secondary endpoints for extending survival in both newly diagnosed and recurrent GBM patients. A Marketing Authorization Application (MAA) was submitted to the UK’s MHRA in December 2023, making the regulatory decision a critical near-term catalyst.
• Financially, the company is in a precarious position, characterized by a history of significant net losses, consistent cash burn, and a reliance on dilutive financing to fund operations. Future capital raises are a near certainty, posing a significant risk to current shareholders.

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• The company priced 32.5 million shares at $21.00 and saw its shares open at $25.00, a 19% premium.
• Investor demand was strong and stemmed from pre-IPO testing-the-waters meetings with more than 100 investors.
• The strong momentum generated from the debut suggests that traders may continue to gravitate toward the name, creating the potential for sharp swings in the near term. 

• Occidental Petroleum Corporation is on the verge of its largest-ever divestment: the sale of its OxyChem petrochemical unit, in a deal that could fetch at least $10 billion.
• According to recent reports, the company is deep in discussions, though no buyer has been named yet.
• If finalized, this move will mark a pivotal shift in Occidental’s corporate structure—transforming the Houston-based energy giant’s strategic outlook and positioning it as one of the leanest and most carbon-focused companies in the sector.

• US Government invests $9bn in Intel, Nvidia another $5bn, Softbank $2bn. This solves Intel’s most pressing problem: the risk of financial fragility
• But neither USG, nor Nvidia have semi manufacturing expertise, so $-injections don’t solve Intel’s 2nd problem. Intel has to  demonstrate a very solid 14A in the next 12 months
• USG 1:1 import: domestic rule is positive to GlobalFoundries that can get orders away from SMIC or UMC. Positive to Texas Instrument

• Zevra Therapeutics has recently seen its stock jump following renewed takeover speculation, spotlighting the company’s strategic value in the rare disease therapeutics space.
• The catalyst was a Betaville alert reporting that Collegium Pharmaceuticals had previously explored acquiring Zevra but failed to secure the necessary financing.
• This is not the first time Zevra has attracted M&A interest—Betaville had flagged potential acquisition talks weeks earlier.

• UP Fintech (TIGR US) is a high-growth online brokerage firm strategically focused on serving global Chinese investors. The company has demonstrated robust financial performance, with significant revenue and net income growth, driven by an expanding client base and increased trading volumes.
• The company’s proprietary technology platform, ‘Tiger Trade,’ offers a seamless user experience for trading a wide array of financial instruments across international markets. This technological edge, combined with a ‘mobile-first’ strategy, is a key driver of customer acquisition and retention.
• While expanding its global footprint, particularly in Singapore and Hong Kong, UP Fintech faces increasing competition and evolving regulatory landscapes in the fintech sector. Navigating these challenges will be crucial for sustaining its growth trajectory.

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• In a transformative move with far-reaching implications for Canada’s telecom and sports entertainment landscape, Rogers Communications is edging closer to acquiring full control of Maple Leaf Sports & Entertainment (MLSE), the multi-billion-dollar entity behind the Toronto Maple Leafs, Toronto Raptors, and Scotiabank Arena.
• Having recently secured a 75% controlling stake by triggering a buyout clause for billionaire Larry Tanenbaum’s remaining 25% share, Rogers is now laying the groundwork for combining MLSE with its other marquee assets, including the Toronto Blue Jays and Sportsnet.
• As this consolidation unfolds, CEO Tony Staffieri has confirmed that the company is actively exploring monetization strategies—either via an IPO or a private stake sale—to attract new equity investors.

• Rollins Inc, the parent company of Orkin and other leading pest control brands, has emerged as one of the most resilient performers of 2025, gaining over 25% year-to-date.
• While many businesses scramble to adapt to the rapid disruption of artificial intelligence, Rollins stands apart.
• It’s not just surviving the AI wave—it’s thriving.

Key points (machine generated)

• Lockheed Martin is considered a strong investment due to geopolitical tensions and increased defense spending.
• The company has four main divisions, including Aeronautics and Missiles and Fire Control, focusing on advanced military technology.
• Lockheed Martin’s diverse portfolio positions it for growth in the defense sector amid current global security challenges.

This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.