Big biotech and FDA moves
Eli Lilly (LLY)'s candidate olomorasib received the U.S. FDA's Breakthrough Therapy designation for certain newly diagnosed metastatic KRAS G12C‑mutant lung cancers—an outcome that can speed development and heighten investor focus on Lilly's oncology strategy.
Amneal (AMRX) won a notable regulatory nod as the FDA approved risperidone extended‑release injectable suspension, lifting visibility for its psychiatry portfolio and recurring‑revenue potential from a branded injectable.
MindMed (MNMD) had the Journal of the American Medical Association publish results from the first randomized, placebo‑controlled trial of MM120 (LSD) in generalized anxiety disorder—an academic endorsement that may affect regulatory tone and investor expectations for psychedelic therapeutics.
New clinical readouts and trial milestones
Tevogen (TVGNW) shared a valuation update and potential forecasts for pipeline assets focused on EBV‑associated leukemias and lymphomas, a strategic disclosure investors will parse for asset‑level value and partnering potential (read more).
Medtronic (MDT) reported that a study of its Hugo™ robotic‑assisted surgery system in hernia repair met safety and effectiveness endpoints, a data point that can accelerate adoption discussions and competitive positioning in surgical robotics.
Orchestra BioMed (OBIO) presented new AVIM therapy clinical data at HRX showing substantial and sustained blood‑pressure reductions reproducible after washout, a readout that could advance the device’s value proposition in resistant hypertension.
AI, cloud, fintech and enterprise partnerships
Cognizant (CTSH) joined the White House AI Education Taskforce, committing to advance AI literacy—a signal that big IT services players are aligning with policy and workforce‑training initiatives that shape long‑term demand.
Palantir (PLTR) and Lumen Technologies expanded a tie‑up to accelerate AI‑driven telecom transformation, which could enlarge contract pipelines and enterprise AI adoption across network operators.
Cisco (CSCO) and NVIDIA launched the Secure AI Factory, aiming to unlock enterprise data for agentic AI and reinforce incumbents' ability to sell integrated stacks.
Tech M&A, SPACs and corporate combinations
Atlassian (TEAM) entered into a definitive agreement to acquire The Browser Company, broadening its developer and collaboration portfolio.
Cadence (CDNS) agreed to acquire Hexagon’s Design & Engineering business, a strategic move to accelerate Cadence's push into physical AI, system design and analysis.
Major financings, notes and capital strategy
Lumentum (LITE) priced a $1.1 billion convertible notes offering, a sizable capital move that may affect leverage and dilution as the optical components maker funds growth and R&D.
Great Elm Capital (GECC) priced a public offering of $50 million of 7.75% notes due 2030, a debt issuance that adjusts yield exposure for a business‑development company.
Marriott Vacations Worldwide (VAC) priced $575 million of 6.500% senior notes, a debt raise that adjusts its funding mix and interest exposure as travel demand remains a wildcard for timeshare sales and margins.
Major buybacks and repurchase programs
Global‑e (GLBE) authorized a $200 million share repurchase program, signaling confidence in cash generation and potential EPS support.
MediaAlpha (MAX) announced a $32.9 million private stock repurchase, a targeted capital‑return move for a focused ad‑tech operator.
New earnings, results and what to watch
DocuSign (DOCU) reported Q2 fiscal 2026 results, a key read on digital agreement volumes and subscription momentum amid macro uncertainty.
UiPath (PATH) released Q2 fiscal 2026 results, offering fresh guidance on automation demand and enterprise software renewal dynamics.
Samsara (IOT) reported Q2 FY26 financials and highlighted customer and platform growth milestones, signaling continued traction in IoT fleet monetization.
Copart (CPRT) posted Q4 fiscal 2025 results, a data point on salvage volumes and digital remarketing trends that affect used‑vehicle pricing and logistics chains.
Markets, exchanges and trading infrastructure
Nasdaq (NDAQ) led a €11 million Series B for Puro.earth, backing carbon removal supply, and separately invested in Juniper Square to accelerate private‑markets tech.
CME Group (CME) said leading institutions will join BrokerTec Chicago for its first day of trading, which could reshape fixed‑income liquidity patterns.
Legal, IP and high-stakes tech disputes
Cerence (CRNC) filed a patent‑infringement suit against Apple, alleging its in‑car voice and AI tech infringes Cerence patents. This is a material legal development: a win or settlement could alter licensing revenue expectations and set precedents for automotive voice‑AI royalties.
Energy, industrials and advanced mobility
Oklo (OKLO) announced a fuel‑recycling facility in Tennessee as the first phase of an up to $1.68 billion Advanced Fuel Center. For investors tracking advanced nuclear and energy security, the project marks a strategic step toward commercial fuel supply and potential long‑term revenue streams.
Sypris Solutions (SYPR) won a contract for a classified missile avionics program, supporting backlog and government revenue visibility.
Satellite, bandwidth, connectivity and transport electrification
Viasat (VSAT) said ViaSat‑3 F2 is scheduled to launch in October, expected to more than double bandwidth capacity and influence wholesale pricing and consumer broadband growth.
WOW! (WOW) reached 100,000 fiber homes passed in greenfield markets—an execution milestone that supports future ARPU upside.
Defense, drones and advanced mobility
AeroVironment (AVAV) launched the AV_Halo™ unified software platform to consolidate unmanned systems integration—an operational shift that could simplify procurement for defense customers.
Selected corporate wins, launches and product news
- The Home Depot (HD) and SRS Distribution completed the acquisition of GMS, expanding pro channels.
- Phreesia (PHR) agreed to acquire AccessOne, broadening its payments suite and strengthening recurring‑revenue capabilities.
- Nextracker (NXT) introduced NX PowerMerge, an eBOS trunk connector that could cut installation costs for utility‑scale solar.
Healthcare devices, authorizations and clinical updates
ClearPoint Neuro (CLPT) received FDA clearance expanding compatibility of its ClearPoint Prism neuro laser therapy system with 1.5T MRI scanners, widening the market for MRI‑guided neurosurgical treatments.
Tandem Diabetes (TNDM) announced the t:slim mobile app authorization by Health Canada, improving glucose management convenience in Canada.
Cybersecurity, incidents and operational risk
Data I/O (DAIO) issued an update on a cybersecurity incident. Investors should watch remediation timelines and any disclosed financial impact.
Real estate and major launches
Howard Hughes (HHH) reported $1.2 billion in sales at the launch of its newest luxury towers at Ward Village, including Discovery Land Company’s exclusive offering on Oʻahu—an outsized pre‑sale result that bolsters near‑term cashflow visibility for a major developer.
Crypto mining, treasury moves and token metrics
Updates from miners were pared back today; investors remain focused on hash‑price dynamics and treasury BTC exposure as primary drivers of crypto‑equity volatility.
Corporate governance, listings and compliance
Nuvve Holding (NVVE) requested a hearing before the Nasdaq Hearings Panel to appeal a staff determination letter, a procedural step investors watch when listing status and capital access are at stake (details).
Markets to watch and close-in developments
Alibaba Group (BABA) launched an exchange offer for outstanding senior notes, a debt‑management step with potential effects on credit metrics and creditor mix that investors should monitor closely.
Watch upcoming FDA decisions, additional megacap earnings and any follow‑ups to the Cerence–Apple dispute or Oklo's fuel‑recycling project—any of which could reshuffle sector priorities for investors.
