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Investment banking

Investment bank whose analyst Brad Reback reiterated a Buy rating on DigitalOcean on 21 September 2026, with the note tied to MySQL and PostgreSQL availability. The reiterated Buy is part of the bull case around DigitalOcean's $725 million equipment financing facility.

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Latest on Stifel

Featured · Hardware

Pentagon puts $44 million on contract with nLIGHT under a $627 million laser ceiling

The Pentagon's Joint Laser Weapon System award to nLIGHT carries $44 million of initial value under a $627 million ceiling. On November 5 the first receipt arrives: whether $17 million of China-delayed shipments moved, and how much of the award has reached revenue.

October 15, 2026 · 2 min read

Money
Credo's founding trust proposes a $38.7 million sale in launch week
A Form 144, the SEC notice of a proposed insider sale, filed October 13 proposes selling 192,500 Credo founders' shares held since 2008, on top of the $51.3 million the same trust has banked since July. None of Credo's three announcements around the Open Compute Project summit names a customer or a price, and the new cable ships no earlier than 2027.
October 14, 2026 · 3 min read
Money
Ambiq's four top officers sold $3.1 million of stock as analysts set $85 and $90 targets
The last sale was filed October 11; the stock closed at $55.86 on October 13, below every disclosed officer sale price and below the $78 Ambiq got for its own shares in June. The new targets sit at $85 and $90.
October 14, 2026 · 3 min read
Compute
Elastic's new agents ship with no price; its co-founder sold $135 million
Two agent products carry Elastic's four-month rally, and both ship as previews with no price; in the week they launched, a co-founder sold stock while one Geneva fund crossed 5%.
October 13, 2026 · 3 min read

Market snapshot

Latest on Stifel

Pentagon puts $44 million on contract with nLIGHT under a $627 million laser ceiling

Credo's founding trust proposes a $38.7 million sale in launch week

Ambiq's four top officers sold $3.1 million of stock as analysts set $85 and $90 targets

Elastic's new agents ship with no price; its co-founder sold $135 million