Stock Market News for September 8, 2026

Market movers: government deals and capital returns

Rigetti (RGTI) signed a definitive $100 million agreement with the U.S. government to accelerate R&D for superconducting quantum computing—reducing funding risk for a capital‑intensive growth story.

D‑Wave Quantum (QBTS) finalized a definitive agreement with the U.S. Department of Commerce for up to $100 million, reinforcing federal support for domestic quantum supply chains.

Quantinuum (QNT) also finalized a $100 million CHIPS R&D award to advance trapped‑ion manufacturing—a coordinated policy backing that matters for hardware valuations.

Protagonist Therapeutics (PTGX) unveiled a $300 million share repurchase program, a large capital return that can materially shift free‑float dynamics and EPS outlooks for investors tracking biotech buybacks.

Biotech & pharma: pivotal wins, regulatory momentum and strategic refocus

Pharvaris (PHVS) reported positive CHAPTER‑3 topline results for deucrictibant XR in hereditary angioedema—a pivotal win likely to accelerate regulatory talks and revenue modeling.

Intellia Therapeutics (NTLA) received FDA acceptance of a BLA with Priority Review for Lonvoguran Ziclumeran, a material regulatory milestone with near‑term commercial implications.

Assembly Biosciences (ASMB) exercised a U.S. profit‑share option with Gilead for its HSV helicase‑primase inhibitor program—an outcome that de‑risks near‑term economics and clarifies partner economics.

Roivant (ROIV) posted positive PHocus results for mosliciguat and launched Phase 3 PHrontier—advancing a late‑stage asset toward approval.

PDS Biotech (PDSB) secured up to $22.55 million in financing led by Dr. Patrick Soon‑Shiong, strengthening runway for oncology and vaccine programs.

Quantum, AI infrastructure and agentic tools

Palantir (NBIS) teamed with Nebius on a sovereign AI stack, reinforcing demand for regulated, on‑prem AI in government and large enterprise deployments.

Tenable (TENB) will integrate Claude Mythos 5 into the Tenable One exposure management platform, pairing generative AI with cyber‑risk tooling that could speed threat detection and remediation for enterprise customers.

Quantum (QMCO) introduced autonomous data management aimed at lowering storage costs for large AI datasets—relevant as dataset economics become a competitive front.

Sphere 3D Corp. (ANY) concluded a strategic review and announced a $5.0 million private placement while divesting non‑core assets to fund AI and high‑performance computing development.

Coherent (COHR) is bringing AI datacenter and photonics thought leadership to ECOC 2026 in Málaga, underlining photonics' role in next‑gen AI compute stacks.

Cataneo (BNAI) is set to unveil AI engagement tools at IBC2026, a commercial showcase that may drive media and telecom partnerships.

Autonomy, fleet safety and identity

Kodiak AI (KDK) said it is on track for a year‑end driverless long‑haul launch, with safety case readiness at 93%. The milestone narrows commercialization timing risk for autonomous freight.

Samsara (IOT) released a Compounding Risk report showing 10% of drivers account for ~50% of crashes, underscoring telematics' ROI in lowering insurance and operating costs.

Concentrix (CNXC) strengthened risk and compliance by acquiring CastleHill, a deal that boosts enterprise offerings for regulated customers and may lift services revenue predictability.

Defense, orders and international traction

AeroVironment (AVAV) secured its first international order for LOCUST® directed‑energy counter‑drone systems, expanding export potential for counter‑UAS solutions.

Energy, infrastructure and critical minerals

American Battery Technology Company (ABAT) achieved a major permitting milestone with the U.S. BLM acceptance of its Plan of Operations for Tonopah Flats, advancing a domestic lithium project amid tight EV supply chains.

Rocket Lab (RKLB) introduced a high‑efficiency solar cell designed to cut reliance on supply‑constrained critical minerals, a strategic move that could improve margins and supply resiliency for space and terrestrial power systems.

Galaxy (GLXY) provided an update on ERCOT Batch Zero large load classifications, relevant to grid planning and short‑term power procurement in Texas markets.

CleanSpark (CLSK) released an August operational update, which investors are parsing for bitcoin mining utilization and capex cadence.

Payments, fintech and crypto rails

Chime (CHYM) agreed to acquire Stride Bank, strengthening Chime's deposit base and banking infrastructure while raising regulatory scrutiny on bank‑sponsored fintech consolidation.

Circle (CRCL) agreed to acquire Singapore‑based Tazapay to expand cross‑border payments infrastructure, accelerating rails for USDC and merchant adoption in APAC.

Consumer, media and gaming

Snail Games (SNAL) announced the global launch of Honeycomb: The World Beyond across PC and console, a release that could lift monetization and engagement metrics in the coming quarter.

AMC Theatres (AMC) will present an exclusive live broadcast of Epic Games’ Rocket League World Championship finals at 50 locations—an experiential play to boost ticketing and concession revenue while deepening gaming partnerships.

Snap (SNAP) named Ronan Harris as Chief Commercial Officer, a leadership change aimed at accelerating ad revenue and partnerships amid evolving advertiser demand.

Genius Sports (GENI), NBA All‑Star Chris Paul and Words + Pictures launched a new athlete‑led sports media company, which may create fresh sponsorship and data licensing opportunities.

Retail & select corporate moves

Warby Parker (WRBY) will participate in the Goldman Sachs Global Retailing Conference, a chance to update investors on omnichannel progress and margin outlooks.

Target Hospitality (TH) launched a secondary offering with a concurrent stock repurchase, a capital structure move that can be accretive depending on pricing and uptake.

Selected corporate results and shorter items

Braze (BRZE) reported strong fiscal Q2 results, reinforcing growth and marginal improvement in SaaS economics for customer engagement platforms.

EVI Industries (EVI) reported record fiscal Q4 and FY2026 results, tightening valuation debates for industrial software and services names.

Casey's (CASY) announced first quarter results, a routine earnings release investors will fold into retail fuel and convenience comps.

• Assembly Biosciences (ASMB) exercised a profit‑share option with Gilead, clarifying partnership economics.
• Braveheart Bio (BRVE) released Q2 2026 results and provided a business update for investors modeling runway.
• GameSquare (GAME) regained Nasdaq minimum bid price compliance, removing a short‑term listing overhang.