--- title: "Capital Rotations: Niche US Equities Navigate Q3 2026 With Tech and Bio Expansions" type: "News" locale: "en" url: "https://longbridge.com/en/news/299747985.md" description: "Specialized US-listed firms across quantum computing, biotechnology, and nuclear energy are executing targeted expansions and reporting crucial operational metrics amid evolving sector allocations." datetime: "2026-09-22T10:14:36.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/299747985.md) - [en](https://longbridge.com/en/news/299747985.md) - [zh-HK](https://longbridge.com/zh-HK/news/299747985.md) generator: "portal-rs" --- # Capital Rotations: Niche US Equities Navigate Q3 2026 With Tech and Bio Expansions Investment capital is increasingly flowing into specialized equity sectors, with several niche US-listed companies targeting new strategic expansions and reporting robust financial metrics for the first half of 2026, according to recent market tracking data. The broader technology and healthcare landscapes are experiencing a recalibration in funding. Companies operating in fields ranging from solid-state batteries to next-generation nuclear reactors are pushing forward with capacity expansions and regulatory milestones, navigating a complex macro backdrop marked by shifting institutional flows. ### Safran (SAFRY.US) Safran is projected to benefit from sustained momentum in data center supply chains. The company reported a second-quarter 2026 total revenue of **EUR 17.59 billion** and a net income of **EUR 1.78 billion**. In July 2026, Safran secured a development and production agreement with Electra for the TG600 turbogenerator. The aerospace firm is also targeting higher production volumes for advanced satellite propulsion systems in the US, with shares outperforming broader industrial gauges this year. ### BeOne Medicines (ONC.US) BeOne Medicines reached a voluntary agreement with the US government to expand access to cutting-edge cancer therapeutics. The company is nearing a deal to invest **USD 300 million** to enlarge its New Jersey campus. According to people familiar with the clinical developments, the stock's stability has been supported by new phase 3 survival data for its ZIIHERA regimen and the FDA breakthrough therapy designation for sonrotoclax. ### T-REX 2X Long SpaceX Daily Target ETF (SPAX.US) The SPAX ETF, designed to offer 2x daily leveraged long exposure to SpaceX, saw its listed options commence trading in June 2026. The introduction of these derivative instruments has reportedly enhanced the product's overall market liquidity, providing both institutional and retail participants with advanced tactical mechanisms. ### Dragonfly Energy Holdings (DFLI.US) Dragonfly Energy Holdings raised its near-term sales forecast, anticipating Q3 2026 net sales to reach roughly **USD 13.5 million**, up from its preliminary Q2 figure of USD 13.2 million. The lithium-ion specialist acquired Dakota Lithium's assets in late July to penetrate new markets and subsequently formed an alliance with Sphere Energy to develop AI-enhanced battery tech. Shares have rebounded following earlier sector-driven volatility. ### TIM (TIMB.US) Poste Italiane has emerged as the indirect controlling shareholder of TIM Brasil with a roughly **66.6%** stake, following the share consolidation of Telecom Italia. TIM's board also authorized the cancellation of **13.2 million** treasury shares, adjusting the total ordinary share count to approximately 2.37 billion. The company's stock trajectory remains closely aligned with overarching telecom market movements. ### INmune Bio (INMB.US) The clinical-stage immunology firm submitted regulatory documentation to the European Medicines Agency for Ebstrocel™. In July 2026, INmune Bio secured approximately **USD 4.6 million** in R&D tax refunds, a move management highlighted during the Q2 2026 earnings call as a key driver in lowering near-term cash burn risks. The company also rolled out new phase 2 imaging data for its Alzheimer's candidate XPro1595. ### CERT (CERT.US) CERT continues to manage its operations within the specialized US equities environment. While the firm has not recently publicized major structural changes, its market footprint remains tethered to broader mid-cap liquidity conditions and regulatory adjustments impacting its specific operational niche. ### Pasqal (PSQL.US) Pasqal successfully debuted on the Nasdaq in August 2026. The neutral-atom quantum computing enterprise is targeting advancements in critical mineral processing through a September 2026 partnership with USA Rare Earth and Riven Systems. Trading volumes have remained elevated since the IPO, as the company prepares to post its first-half 2026 financial results later this month. ### The Mosaic Company (MOS.US) The Mosaic Company disclosed net sales of **USD 2.8 billion** for the three months ended June 30, 2026, representing a 6% year-over-year decline, alongside a net loss of **USD 272.8 million**. The fertilizer producer's stock experienced a pullback after geopolitical remarks concerning Belarusian potash procurement disrupted market sentiment. Mosaic declared a quarterly dividend of **USD 0.22** per share in late August. ### Terra Innovatum Global (NKLR.US) Terra Innovatum Global is actively coordinating with the US Nuclear Regulatory Commission to progress the licensing of its SOLO micro-modular reactor. In August 2026, the NRC initiated a readiness assessment for the firm's construction permit application. According to executive commentary from the Q2 2026 webinar, the company is maintaining its commercial rollout timeline, drawing increased institutional focus to its energy solutions. *This article does not constitute investment advice.* ### Related Stocks - [SAFRY.US](https://longbridge.com/en/quote/SAFRY.US.md) - [ONC.US](https://longbridge.com/en/quote/ONC.US.md) - [SPAX.US](https://longbridge.com/en/quote/SPAX.US.md) - [DFLI.US](https://longbridge.com/en/quote/DFLI.US.md) - [TIMB.US](https://longbridge.com/en/quote/TIMB.US.md) - [INMB.US](https://longbridge.com/en/quote/INMB.US.md) - [CERT.US](https://longbridge.com/en/quote/CERT.US.md) - [PSQL.US](https://longbridge.com/en/quote/PSQL.US.md) - [MOS.US](https://longbridge.com/en/quote/MOS.US.md) - [NKLR.US](https://longbridge.com/en/quote/NKLR.US.md) ## Related News & Research - [Mosaic (MOS), What Is Behind The Fresh Attention?](https://longbridge.com/en/news/301177453.md) - [Safran (ENXTPA:SAF) Sees Strong Air Travel Demand, Is The Stock Already Pricey?](https://longbridge.com/en/news/300719439.md) - [INmune Bio to attend 2026 Maxim Growth Summit](https://longbridge.com/en/news/301039334.md) - [BeOne Medicines SVP, General Counsel Lee Chan Henry sells USD 418,125 in common shares](https://longbridge.com/en/news/300827227.md) - [Safran scales up space, defense optics output after ELT mirror production milestone](https://longbridge.com/en/news/301032775.md) --- > **Disclaimer: This article is for reference only and does not constitute any investment advice.**