Stock Market News for September 9, 2026

Cybersecurity & AI

Zscaler (ZS) unveiled an Agentic SOC to detect and contain AI‑driven threats, aiming to capture corporate security spend as enterprises add AI‑aware stacks.

Backblaze (BLZE) and WEKA announced a partnership to simplify data management across the AI lifecycle, addressing storage and pipeline orchestration as models scale.

Mobility & Autonomous Platforms

Waymo rides are now available through the Lyft app in Nashville, extending Waymo’s rider base while letting Lyft (LYFT) outsource autonomous fleet deployment.

Semiconductors, Quantum & Power for AI

Marvell (MRVL) will showcase an end‑to‑end AI data‑center connectivity portfolio at AI Infra Summit 2026, underscoring its push across switches, accelerators and storage interconnects.

Western Digital (WDC) published research that reframes AI infrastructure economics, highlighting how data growth shifts storage and capex planning for hardware suppliers and hyperscalers.

SolarEdge (SEDG) extended its Infineon collaboration to enable 800 VDC solid‑state protection for AI data centers, a power‑electronics play tied to hyperscale demand.

PDF Solutions (PDFS) introduced Exensio® Aurora, a scalable architecture for analytics that aims to handle growing semiconductor test and yield datasets.

Energy, Infrastructure & Renewables

Uni‑Fuels (UFG) reported record H1 2026 results and lifted full‑year revenue guidance to US$340M–US$360M, signaling demand recovery and improving margins.

USA Rare Earth (USAR) broke ground on a rare earth metal and magnet plant in South Carolina (announcement), a move that could ease sourcing risks for EV and defense OEMs.

Argan, Inc. (AGX) raised its quarterly dividend by 40% to $0.70 per share, a notable capital return increase that signals confidence in cash flow from its energy‑infrastructure backlog.

Defense & Aerospace

BlackSky (BKSY) was named exclusive provider of a very high‑resolution electro‑optical constellation for a new international initiative to build large‑scale AI infrastructure in space (release), linking geospatial imaging to model training and inference use cases.

AEVEX (AVEX) secured $20.5M in awards for one‑way attack systems, adding near‑term revenue visibility as defense budgets prioritize tactical ISR and strike capabilities.

Firefly Aerospace (FLY) secured a contract with SSC Space for two Alpha launches from Esrange, supporting cadence in the small‑sat launch market.

Biotech & Clinical Progress

Quantum BioPharma (QNTM) received FDA clearance to begin trials for a potential multiple sclerosis therapy—moving a high‑impact program into human testing.

Genelux (GNLX) announced the publication of a deep and durable response in a platinum‑relapsed small cell lung cancer patient following Olvi‑Vec‑primed immunochemotherapy—a single‑patient readthrough investors will watch for broader data.

Tempus (TEM) secured up to $9.5M in ARPA‑H ADVOCATE funding to deploy the first autonomous AI in cardiology (details), a grant that could accelerate regulatory validation and commercial adoption of AI‑driven diagnostics.

Earnings, Guidance & Retail Results

Sunbelt Rentals (SUNB) reported record Q1 results and raised fiscal 2027 guidance, signaling resilient construction demand and pricing power.

Chewy (CHWY) posted Q2 results that give investors a read on subscription retention and discretionary pet‑spend trends amid a still‑sensitive retail backdrop.

Navan (NAVN) reported strong Q2 fiscal 2027 results and simultaneously acquired BoomPop, an AI‑powered events platform that broadens its meetings product stack.

AeroVironment (AVAV) announced fiscal 2027 Q1 results; investors will be parsing order cadence and margin trends as small‑UAS demand and defense procurement signals evolve.

CooperCompanies (COO) announced third quarter 2026 results, a read on elective procedure volumes and international mix for med‑tech investors.

InMed (INM) reported full‑year fiscal 2026 financial results and provided a corporate update, offering clarity on runway and program timelines for biotech holders.

Lesaka (LSAK) delivered FY2026 guidance across metrics, exceeded its adjusted EPS range and achieved GAAP profitability—an operational inflection that could re‑rate the stock if growth holds.

Corporate Strategy, Capital Structure & Activism

Bakkt (BKKT) expanded its commercial team and raised its 2026 total transacting volume target to $3 billion, a commercial guidepoint for crypto‑commerce monetization.

Seagate (STX) completed redemption of exchangeable notes, simplifying capital structure and removing a liability overhang.

Toro Corp. (TORO) announced a proposed spin‑off of its LPG carrier business, a move that could unlock value and sharpen focus on core outdoor products if executed.

Lexaria (LEXX) closed exercise of warrants for approximately $5.9M in gross proceeds, a modest but immediate boost to liquidity.

Markets, Listings & Capital Actions

New Fortress Energy (NFE) announced a reverse stock split, a corporate action often used to regain exchange listing minimums and broaden institutional eligibility.

Hagerty (HGTY) launched a secondary offering of Class A common stock, a supply event that could pressure near‑term shares but fund growth or liquidity objectives.

Centrus (LEU) announced a proposed public underwritten offering of class A common stock and warrants, a financing move that will be watched for dilution and use of proceeds.

Stewards (SWRD) will begin trading on the Nasdaq Capital Market under SWRD, an IPO/listing event that expands the small‑cap healthcare investable set.

Two related takeover notices arrived for Greenland Energy: Greenland Energy (GLND) and Greenland Energy (GLNDW) issued City Code takeover notices—investors should track next steps for potential bids or shareholder actions.

Hudson Pacific Properties (HPP) declared its third quarter 2026 preferred stock dividend, a routine income item that matters to fixed‑income style holders.

Hagerty and other supply events underscore how capital actions can shift short‑term liquidity; keep an eye on flows as offerings and listings hit the tape.

Defense, Mining & Resource Developments

Vortex & Brimstone (HYMC) continue to expand with higher grades, an operational update that matters for junior mining investors tracking resource quality and dilution risk.

Trilogy Metals (TMQ) achieved a TSX30 ranking as a top performer on the Toronto Stock Exchange, a momentum signal for base‑metal and critical‑minerals investors.

Selected Leadership & Board Moves

Century Therapeutics (IPSC) appointed Joseph Truitt to its board, a governance move that may influence strategic execution for cell‑therapy programs.

YYForce (YFOR) appointed Andrew Davison as Chief Strategic Officer to accelerate corporate growth and operational scaling, a hire aimed at bolstering M&A and commercialization execution.

Selected Commercial Wins & Product Moves

Product showcases and platform integrations continue to move vendor share in AI infrastructure: Marvell, Western Digital and SolarEdge announcements are worth watching for supply‑chain openings and hyperscaler deals.

Shoulder Innovations (SI) announced an exclusive partnership with ALM Ortho to introduce a bespoke solution for complex shoulder reconstruction procedures, a commercial step for specialized ortho devices.

Corporate Grants, Conferences & Smaller Moves

• NANOBIOTIX (NBTX) will participate in the H.C. Wainwright 28th Annual Global Investment Conference, providing an investor forum for clinical and commercial updates.
• Fuel Tech (FTEK) is slated to present at the same conference, a standard IR cadence item.
• Actuate (ACTU) will also present at H.C. Wainwright, joining peers in outlining near‑term catalysts and business outlook for investors.
• Bioceres Crop Solutions (BIOX) scheduled an earnings call for Sept. 15, giving investors a timely read on agricultural demand and margin drivers.
• Alpha Cognition (ACOG) reported inducement grants under Nasdaq rule 5635(c)(4), a governance disclosure tied to recruiting key executives.

Other Notable Corporate News

Lakeland Fire + Safety (LAKE) reported fiscal Q2 2027 results, providing a read on commercial safety spending and aftermarket demand.