Tech & Innovation Updates
NVIDIA (NVDA): The chipmaker is advancing its AI initiatives through strategic partnerships and cutting‐edge developments that reinforce its leadership in next‐generation computing.
CrowdStrike (CRWD): The cybersecurity leader now delivers full lifecycle protection for large language models, underscoring its forward‐looking approach in the AI era.
Rocket Lab (RKLB): Rocket Lab successfully launched its second mission for iQPS with a rapid 25‑day turnaround, showcasing its remarkable pace of innovation. Full details.
Financial and Strategic Deals
Etsy (ETSY): The marketplace giant announced a proposed private offering of convertible senior notes valued at $650 million, reaffirming its strategic capital management. Details.
PayPal (PYPL): Expanding its digital finance capabilities with innovative use cases for PYUSD powered by Stellar, PayPal is enhancing its market position in fintech. Learn more.
Oracle (ORCL): Reporting its fiscal 2025 fourth quarter and full year financial results, Oracle provided fresh insights into its growth strategy and market outlook. Read more.
Cloudflare (NET): The company revealed a proposed private offering of $1.75 billion in convertible senior notes due 2030, highlighting its robust capital strategy. Learn more.
Nasdaq (NDAQ): In a significant regulatory shift, Nasdaq announced the delisting of securities from multiple companies, an action with broad market implications. More details.
GameStop (GME): Aligning with its evolving financial strategy, GameStop announced a proposed private offering of convertible senior notes totaling $1.75 billion. Full details.
AerCap (AER): An English commercial court awarded AerCap an insurance payout for lost aircraft and engines, a ruling with far‐reaching repercussions for the aviation market. Read more.
Major and Defense Developments
Dow (DOW): A Canadian court ordered NOVA Chemicals to pay Dow an additional CAD$1.6 billion, a decision that could significantly reshape market dynamics. Full story.
Curtiss-Wright (CW): The defense firm secured an $80 million IDIQ contract with the U.S. Air Force for high-speed data acquisition technology, reinforcing its credentials in innovation. Learn more.
HII (HII): At the recent DefenseTech LIVE event, HII showcased how Mission Technologies is advancing across all domains, underscoring its innovative edge in defense capabilities. Full details.
Biotech and Healthcare Updates
AbbVie (ABBV): The U.S. FDA expanded the indication for MAVYRET®, marking it as the first approved treatment for acute hepatitis C virus infection—a landmark breakthrough. Read more.
Johnson & Johnson (JNJ): New data confirms that TREMFYA® (guselkumab) uniquely inhibits joint damage progression in psoriatic arthritis, setting it apart among IL‑23 inhibitors. Learn more.
Bristol Myers Squibb (BMY): Presenting promising Phase 3 trial data for its Sotyktu treatment in psoriatic arthritis, Bristol Myers Squibb reinforced its leadership in therapeutic innovation. Full story.
Nuvation Bio (NUVB): The U.S. FDA approved Nuvation Bio’s IBTROZI™, a next-generation oral treatment for advanced ROS1‐positive non-small cell lung cancer, signaling a breakthrough in targeted therapy. Learn more.
Corporate Restructuring and Industrial Moves
Dana Incorporated (DAN): Dana Incorporated announced an agreement to sell its off‐highway business for $2.7 billion and authorized a $1 billion capital return, marking a strategic reshaping of its portfolio. Full details.
Allison Transmission (ALSN): Allison Transmission confirmed its acquisition of Dana's off‐highway business, bolstering its global powertrain capabilities as it seeks expanded market share. Full details.
Mining & Commodities Updates
Equinox Gold (EQX): Equinox Gold provided updated 2025 gold production and cost guidance, projecting full‐year pro forma output of 785,000 - 915,000 ounces and signaling strong prospects for its Greenstone Mine in H2 2025. Learn more.
New Gold (NGD): New Gold announced the redemption of its remaining outstanding 7.50% Senior Notes, an important financial maneuver that reflects its ongoing efforts to optimize its balance sheet. Full details.
Additional Financial Developments
CSX (CSX): The railroad operator ratified a labor deal with its locomotive engineers, a move that could stabilize operations and bolster market confidence. More details.
Hercules Capital (HTGC): Hercules Capital priced an upsized institutional notes offering of $350.0 million in 6.000% notes due 2030, reflecting strong investor appetite and solid capital positioning. Learn more.
Walker & Dunlop (WD): Walker & Dunlop’s built‐for‐rent report highlighted accelerated growth in the real estate market, offering key insights for investors tracking housing and commercial trends. Full details.
Calavo Growers, Inc. (CVGW): Calavo Growers announced the receipt of an unsolicited proposal, stirring investor interest amid potential strategic shifts. More info.
