US Drone Stocks Surge After Trump Tariffs on Foreign Imports

US drone shares jumped in premarket as Trump imposed tariffs on foreign drones and parts to cut reliance on imports and strengthen national security.

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Jefferies Upgrades Minerva Neurosciences (NERV) to Buy

Minerva gained analyst support as its schizophrenia drug advances in Phase 3, backed by new funding and a clearer FDA path.

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CAPR Jumps on Cantor Upgrade & Deramiocel Clarity

Analyst upgrade sends Capricor shares higher after company outlines BLA amendment path for deramiocel focused on upper-limb function.

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Valneva Shares Jump as EMA Validates Lyme Vaccine with Pfizer

Valneva shares surge after EMA validates its Lyme disease vaccine candidate developed with Pfizer. Phase 3 trial showed over 70% efficacy.

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York Space Systems Cuts 2026 Revenue Guidance

York Space Systems reports Q2 revenue of $92.5M (+10% YoY) and a net loss of $0.31/share. Full-year 2026 guidance lowered to $375–$405M due to IDIQ procurement shift.

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Applied Materials Beats Estimates Amid Sky-High Expectations

Applied Materials posted record $9.12B Q3 revenue up 25% YoY, beating estimates, with Q4 guidance above consensus driven by AI demand in DRAM and packaging.

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Ondas Q2: Record Revenue Mixed with Wider Losses & Costs

Ondas reports record $83.8M Q2 revenue and raises 2026 guidance, but larger losses and elevated spending create mixed results amid growth investments.

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Silver Lake in Talks to Buy Workday in $43B Mega Deal

Talks are ongoing as Workday shares fall amid AI concerns.

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Mobix Labs Acquires SPD for Rare Earths & National Security

Mobix Labs acquires SPD to secure domestic rare earth elements and critical minerals, strengthening its National Security Matters initiative.

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Databricks wraps $5 billion funding round at $190 billion valuation

Databricks is benefitting off of the agentic AI wave.

cnbc.com

Anthropic Said in Talks to Buy Startup Decart for $6 Billion

Anthropic PBC is in talks to buy the artificial intelligence startup Decart AI for about $6 billion, according to people familiar with the matter, in what would be the Claude maker’s largest known acq...

bloomberg.com

EXCLUSIVE: Vantage Data Centers explores IPO at $100 billion valuation or sale, sources say

Vantage Data Centers, a major ‌hyperscale developer and operator, is exploring options including an IPO or sale as soon as next year, according to people familiar with the matter, as AI-driven demand ...

reuters.com

Sandisk Shares Surge After 2026 Investor Day AI Strategy

Sandisk shares rose as the company unveiled its AI storage roadmap, BiCS10 & HBF tech, durable deals, and a FY2028-30 plan targeting high teens growth, 80% margins, and 100% excess cash returns.

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Bill Ackman Buys Netflix Again in Biggest Portfolio Shake-Up

Bill Ackman and Pershing Square add Netflix, Visa, Mastercard, Alcon, ICE and S&P Global in their largest portfolio overhaul in years.

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Lenovo’s 43% Q1 Revenue Surge on AI Boom Lifts Dell & HP

World’s largest PC maker reports $26.94B revenue, beating forecasts. AI drives 60% growth and $54B server pipeline. Stocks of Dell and HP rise.

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Intuitive Machines Misses Q2 Estimates Despite Strong Growth

Intuitive Machines reported $206.2M Q2 revenue (up 4x YoY) but missed $216–221M estimates. Wider $0.29/share loss and negative Adjusted EBITDA fell short of forecasts.

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IREN Delivers Horizon 1 to Microsoft, Earns NVIDIA Status

IREN delivers Horizon 1 AI data center to Microsoft and achieves NVIDIA Exemplar Cloud status. First of four 50MW facilities in $9.7B Texas deal.

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Coach Lifts Tapestry EPS; Kate Spade Drags Outlook

Tapestry posted Q4 adjusted EPS of $1.32 above consensus, powered by Coach. Kate Spade weakness led to cautious FY27 revenue guidance of $8.4–$8.5B.

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Accelerant to Be Acquired by Thoma Bravo for $4.4B

Shareholders get $20.25/share (49% premium). Expected close: H1 2027.

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Morgan Stanley Initiates ACHV at Overweight with $13 Target

Achieve's smoking-cessation drug impressed analysts with strong trial results, putting the company on track for possible FDA approval in 2027.

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JD.com Q2 2026: Revenue Beats Estimates Despite Decline

JD.com Q2 net revenue fell 2.9% to RMB 346.4 billion but beat forecasts. Profit margins expanded and new business losses narrowed significantly.

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Omeros Reports Strong Q2 with YARTEMLEA Launch Success

First full quarter of YARTEMLEA delivers $28.5M net product sales and turns Omeros profitable on an adjusted basis in Q2 2026.

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Birkenstock Raises 2026 Revenue Forecast on Strong Demand

Birkenstock raises its fiscal 2026 revenue growth outlook to 15% constant currency after strong Q3 results driven by resilient full-price demand from affluent shoppers.

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