Stock Market News for July 9, 2026

AI infrastructure and enterprise software

Rackspace Technology (RXT) and Palantir rolled out an operating framework to move regulated enterprises from AI pilots into production, and Rackspace updated preliminary 2Q26 results and FY26 guidance — a signal that recurring software and services revenue can scale as pilots become regulated deployments. The ISG Index says tech services grew at a record clip in Q2, driven by AI spending.

Semiconductors & chip strategy

Micron (MU) poured first concrete at its New York fab and reiterated plans for up to $3 billion in U.S. investment — a concrete step toward domestic memory capacity and nearer‑term production growth. Project update

Aehr (AEHR) received a follow‑on production order for its FOX‑XP wafer‑level burn‑in system from a silicon photonics customer, suggesting rising production cadence and durable demand for specialized test equipment. Order

Materials, mining and production updates

• Sigma Lithium (SGML) produced 35,000t of lithium concentrate in 2Q26, beating guidance after an operations upgrade — a timely throughput improvement for EV supply chains. Production report
• American Resources Corporation (AREC) was selected by the U.S. Dept. of Energy for award negotiations on critical mineral recovery from coal‑based feedstocks — a potential federal funding path to scale domestic critical‑minerals supply. Details
• Pan American Silver (PAAS) will announce 2Q26 unaudited results — investors should watch production and costs as precious‑metals names reset cash‑flow narratives. Announcement

Healthcare, clinical milestones and partnerships

Bausch + Lomb (BLCO) reported Phase 2 data for a glaucoma neuroprotective candidate — a positive efficacy signal that could materially re‑rate development value if confirmed in later trials. Study details

FBRX (FBRX) said FB102 showed a statistically significant improvement in vitiligo at week 24 — an efficacy readout that can reshape expected partner interest and valuation milestones.

Sera Prognostics (SERA) reported a PRIME subgroup analysis showing a 22% reduction in NICU admissions when care was guided by its PreTRM® test — a real‑world outcome that strengthens the business case for broader prenatal screening uptake. Analysis

Corporate M&A, capital markets and bids

InMode (INMD) received a cash offer from Steel Partners valuing the shares at $16.75 — a likely catalyst for board review and near‑term trading volatility as investors parse the premium and financing. Offer details

MSA Safety (MSA) completed the acquisition of Autronica Fire and Security; separate filings also show the seller closed the Spectrum Safety Solutions' Autronica unit sale, confirming the transaction is finalized and removing execution risk. MSA close • Seller notice

Fermi Inc. (FRMI) announced a proposed offering of $350 million of convertible senior notes with capped‑call anti‑dilution protection — a sizable capital markets move that will be watched for dilution mechanics and balance‑sheet impact. Offering

Financial services, data and private markets

MSCI (MSCI) and UBS unveiled a strategic partnership to boost private‑markets transparency — a structural shift that could expand private‑asset indices and improve pricing signals for institutional allocation. Read more

Trinity Capital (TRIN) reported $709 million of new commitments and $619 million of funded investments in 2Q26, underscoring active deal flow in venture debt and specialty finance. Quarter summary

DXP Enterprises (DXPE) announced a new ABL revolver — an immediate liquidity improvement that reduces near‑term refinancing risk for industrial distributors. Facility details

RF Acquisition Corp III (RFAM) agreed to a business combination with HCC Healthcare to pursue a Nasdaq listing — watch deal terms and pro forma capitalization as this SPAC plays into healthcare carve‑outs and roll‑ups. Agreement

Energy, LNG and industrials

TotalEnergies (TTE) shipped the first cargo from the ECA LNG plant in Mexico, moving the project from construction risk toward revenue; Baker Hughes (BKR) also won sizable Sabine Pass awards, underscoring robust U.S. LNG export activity. TotalEnergies

Commercial wins, manufacturing and capacity

Otsuka ICU Medical LLC (ICUI) announced an over $500 million IV solutions manufacturing expansion in North America, a move that strengthens hospital supply resilience and long‑term commercial scale.

Materials & production highlights

Sigma Lithium (SGML)'s beat on lithium concentrate and AREC's DOE selection both point to policy and operational moves lifting critical‑minerals supply narratives for EV and energy transition investors.

Items to watch this week

• RingCentral (RNG) will announce 2Q26 financial results — monitor subscription ARR and churn for cloud communications trends.
• Fastly (FSLY) also set a date to release 2Q26 results; look for margin recovery and enterprise traction in edge compute.
• Pan American Silver (PAAS) results will clarify mining production and cost trends for precious‑metals exposure. Earnings notice
• TOMI (TOMZ) reported a preliminary 124% jump in 2Q revenue and says six‑month orders top 2025 revenue — investors will parse sustainability and margin mix.