Stock Market News for September 3, 2026

AI, data centers and compute plays

Flex (FLEX) agreed to acquire EPC Power, adding power‑conversion capabilities targeted at AI data centers and grid applications — a move that tightens its pitch to hyperscalers and colocation operators.

Ambarella (AMBA) posted Q2 fiscal 2027 results and struck commercial deals with Capgemini and Macnica, reducing execution risk for its edge‑AI roadmap.

Technology, software and cybersecurity

Zscaler (ZS) reported strong Q4 and fiscal 2026 results, reinforcing demand for cloud security platforms.

SentinelOne (S) expanded its Wayfinder Frontier AI services to include OpenAI’s Daybreak models, a step that tightens the link between advanced generative models and endpoint/cloud threat detection — relevant for investors watching AI‑enabled security monetization.

Tenable (TENB) announced it is using OpenAI GPT cyber models to help defenders inspect community‑built AI components, illustrating how vulnerability management vendors are adopting LLMs to scale risk assessments.

Platform results and enterprise software

Samsara (IOT) reported Q2 fiscal 2027 results and said it crossed $2.1B in ARR, a scale signal that supports higher revenue visibility for industrial IoT platforms.

UiPath (PATH) posted Q2 fiscal 2027 results and announced executive changes, which investors will watch for any strategic pivots that affect automation adoption and margins.

Asana (ASAN) and DocuSign (DOCU) also reported quarterly results, offering fresh datapoints on subscription growth and renewal trends across workflow categories.

Generative AI meets fintech and platforms

PicPay (PICS) integrated Claude to expand customer access to financial information through generative AI, a product move that could deepen engagement if data governance and UX hold up.

Coinbase (COIN) will participate in Citi’s 2026 Global TMT Conference, giving investors a chance to hear management on crypto‑markets, product roadmap and regulatory posture.

Energy, storage and project milestones

Energy Vault (NRGV) accelerated construction on the 125 MW / 1 GWh Stoney Creek BESS, cutting site risk and improving near‑term revenue visibility for grid‑scale storage developers.

Net Power (NPWR) closed the acquisition of EMPower’s EPC position for 123 MW, moving capacity into its development pipeline.

Geospatial, defense and imagery

Planet (PL) posted Q2 fiscal 2027 results, underscoring recurring contract momentum with defense and commercial customers.

Lyntris (LYNX) completed CDR for the KSAT Hyperion satellite program, a technical milestone that de‑risks schedule and revenue timing for constellation participants.

AEVEX (AVEX) expanded facilities in Florida and Virginia to support defense ISR growth, improving program delivery capacity.

Healthcare, biotech and regulatory milestones

Milestone Pharmaceuticals (MIST) gained NMPA approval of etripamil nasal spray in China for PSVT — the first approval outside the U.S., which could materially alter Milestone’s commercial outlook if launches go smoothly.

Aptevo (APVO) reported a 93% clinical benefit rate for mipletamig in frontline TP53‑mutated AML, a potential re‑rating catalyst if confirmatory data and safety are favorable.

Earnings, guidance and notable consumer results

lululemon athletica (LULU) posted Q2 fiscal 2026 results, a read on discretionary spending and athleisure demand.

Guidewire (GWRE) released FY2026 results that investors will parse for enterprise insurance‑tech spending trends.

Smith & Wesson Brands (SWBI) reported Q1 fiscal 2027 results, useful for tracking consumables and defense‑adjacent demand.

Capital moves, buybacks and governance

Emergent BioSolutions (EBS) completed repurchase of $75 million of senior unsecured notes, lowering interest exposure and refinancing risk.

JFB Construction Holdings (JFB) completed a business combination with XTEND Reality Expansion Ltd., raising $110 million in total capital, which strengthens the balance sheet for initial execution.

Cyabra (CYAB) shareholders approved a preferred‑to‑common conversion, simplifying capital structure and widening potential upside for common holders.

Fly‑E Group (FLYE) received a delinquency notice from Nasdaq over a delayed Form 10‑Q, a reminder that listing risk can quickly affect small‑cap liquidity and investor interest.

M&A, listings and strategic partnerships

DeFi Technologies (DEFT) obtained another 180‑day Nasdaq compliance period, keeping listing optionality while strategic alternatives are explored.

Securitize (SECZ) signed a memorandum with Dubai’s VARA to advance tokenized markets, a potential accelerator for regulated digital‑asset infrastructure adoption.

Conferences & investor events

AIRO (AIRO) will participate in the H.C. Wainwright 28th Annual Global Investment Conference, and Coinbase (COIN) is set for Citi’s 2026 Global TMT Conference — events where management commentary can move near‑term sentiment.

Veradermics (MANE) and AIRO also flagged upcoming investor presentations, useful for models when companies disclose customer metrics or roadmaps.

• PicPay (PICS) — Claude integration to expand generative features for customers.
• SentinelOne (S) — Wayfinder Frontier now includes OpenAI Daybreak models.
• Tenable (TENB) — adopting OpenAI GPT cyber models for AI component inspection.
• Lyntris (LYNX) — completed CDR for KSAT Hyperion satellite program.
• JFB (JFB) — business combination closed, $110M raised.

Market participants will fold these results, partnerships and project milestones into earnings models and sector weightings. Watch guidance revisions, customer‑level metrics and management commentary from software, AI‑infrastructure and security vendors — those signals often steer the next round of stock moves.