Today's Stock News: Latest Updates on Public Companies

Earnings, guidance and standout quarterly results

Tower Semiconductor (TSEM) reported record revenue and profitability for Q2 2026 and issued record revenue guidance for Q3 — a bullish signal for analog/ASIC foundry demand.

AMETEK (AME) posted record Q2 results and lifted full-year guidance, highlighting resilience across instrumentation and industrial markets.

BioNTech (BNTX) released Q2 2026 results and a corporate update, a résumé investors will watch closely as the company advances multiple pipelines.

Spotify (SPOT) published second-quarter results that matter for content and ad monetization trends across streaming audio.

Wix (WIX) reported Q2 2026 results, keeping a close eye on subscriber growth and monetization in its small-business platform.

Hyperscale Data (GPUS) not only updated its bitcoin treasury (about 959 BTC, ~$60.8M) but also provided 2027 guidance targeting $300M–$350M revenue and $60M–$80M adjusted EBITDA — a rare explicit roadmap in the crypto-mining/hosting space.

Major M&A, sell‑side moves and capital raises

Bending Spoons (BSP) agreed to acquire Airtable for $1.285 billion. The deal reshapes low-code/workflow tooling competition and will attract scrutiny around integration and GAAP impact.

CAMP4 Therapeutics (CAMP) closed the second tranche of a $100M private placement, strengthening its balance sheet for chemistry-focused drug discovery.

Fusemachines (FUSE) secured up to $10.66M from Meteora Capital to fund growth — notable for private AI services players scaling productized offerings.

BETA Technologies (BETA) and the EXIM Bank signaled intent to expand financing up to $1 billion, a material backing for U.S. aerospace supply-chain expansion if finalized.

Biotech, clinical milestones and listings

Nurix Therapeutics (NRIX) marked two advances: first patient enrolled in the registrational Phase 3 DAYBreak CLL-306 trial of bexobrutideg, and a separate $10M milestone tied to a STAT6 degrader Phase 1 start. Both events can drive future value inflection for investors focused on degradation therapeutics.

Beam Therapeutics (BEAM) reported Q2 2026 results and announced the first patient dosed in the pivotal cohort of BEAM-302 for AATD — a pivotal clinical readout to monitor.

CervoMed (CRVO) received an Innovation Passport under the UK ILAP for neflamapimod in Dementia with Lewy Bodies — regulator attention that can accelerate development and commercial access planning.

Arvinas (ARVN) posted Q2 results and a corporate update, keeping investors focused on its targeted protein degradation pipeline.

Tech partnerships, product wins and quantum updates

NXP (NXPI) said its Trimension UWB tech powers BMW’s Digital Key Plus and presence-detection features — a practical design win in secure vehicle access and mobility electronics.

IQM Quantum Computers (IQMX) released its first earnings as a public company, reporting H1 and Q2 2026 results and initiating FY 2026 guidance supported by a >€102M order backlog — an important milestone for commercial quantum adoption.

Alive3D / AEye (LIDR) selected AEye’s Apollo for next‑gen sports analytics, an example of vision systems moving into new data‑rich verticals (details).

CEVA (CEVA) teamed with Actions Technology to bring Bluetooth HDT audio chips to market, signaling ongoing evolution in wireless audio silicon.

Energy, resources and industrial developments

TRISO-X (XE) announced a 70‑acre expansion of its Oak Ridge nuclear fuel campus, reinforcing industrial-scale moves into domestic nuclear supply chains.

IsoEnergy / DISA (ISOU) are creating DISA Uranium Corporation, a U.S. uranium production and remediation platform — a strategic consolidation in critical minerals and energy security.

PowerBank (PBK) said its BESS 903 battery-storage project passed key permitting in Ontario, advancing its pipeline for grid-scale storage.

Crypto treasuries and capital activity

Hyperscale Data (GPUS) again grabbed attention with its ~959 BTC treasury and active monetization — plus the forward-looking 2027 targets that give investors modelable revenue and EBITDA scenarios.

Notable corporate updates and strategy plays

Thryv (THRY) launched an AI-native growth platform aimed at small businesses, part of a broader push by software vendors to add AI monetization engines.

IREN (IREN) completed the acquisition of Mirantis, expanding its software and services footprint.

Sharon AI (SHAZ) announced a US$373M five‑year AI cloud services agreement, a large commercial commitment that underscores demand for turnkey AI infrastructure.

• Also in the news: Trex, Caterpillar, Gartner and Wayfair all posted notable quarterlies with items investors will parse for demand signals.