Today's Stock News: Latest Updates on Public Companies

Cybersecurity & AI

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

Backblaze (BLZE) and WEKA announced a partnership to simplify data management across the AI lifecycle, a practical move for customers wrestling with storage, performance and pipeline orchestration as AI workloads scale.

Mobility & Autonomous Platforms

Waymo rides are now bookable through the Lyft app in Nashville, extending Waymo’s rider base while letting Lyft (LYFT) rely on partners rather than building its own AV fleet.

Beep closed a Series B to accelerate commercial deployment of autonomous mobility networks (details), a funding step that supports scaled pilot rollouts and operator partnerships.

Virtuix (VTIX) will highlight accelerating growth and expanding defense, robotics and healthcare applications at the H.C. Wainwright conference—an investor showcase that may widen partner and government interest for its motion‑platform tech (announcement).

Semiconductors, Quantum & Power for AI

Xanadu (XNDU) and ASML announced a collaboration to advance lithography for photonic quantum hardware, addressing scale‑up constraints for photonic qubits that matter to long‑term quantum compute roadmaps.

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

MicroVision Semiconductor (MVIS) was selected for an advanced chip design and fabrication project (news), a vote of confidence for its design capabilities amid tighter fab partnerships.

Western Digital (WDC) published new research that reframes AI infrastructure economics, arguing that persistent, compounding data changes storage and capex planning—an insight investors should weigh when sizing hardware vendors and hyperscalers.

Silicon Motion (SIMO) earned ISO/SAE 21434 automotive cybersecurity process certification, a regulatory and product‑development milestone for suppliers targeting safety‑critical in‑vehicle systems.

SolarEdge (SEDG) extended work with Infineon to enable 800 VDC solid‑state protection for AI data centers—a power‑electronics tie directly linked to hyperscale AI infrastructure demand.

Energy, Infrastructure & Renewables

Uni‑Fuels (UFG) reported record first‑half 2026 results and raised full‑year revenue guidance to US$340M–US$360M, a clear signal of demand recovery and improved margin leverage in its segment.

USA Rare Earth (USAR) broke ground on an advanced rare earth metal and magnet manufacturing facility in Blacksburg, South Carolina (announcement), a tangible on‑shore push that could ease supply risks for EVs and defense supply chains.

PRF Technologies (PRFX) will spin out GridFeed™ as a standalone subsidiary to pursue strategic alliances for its AI‑driven renewable energy trading platform—an effort to unlock partnerships and monetization.

Defense & Aerospace

ParaZero (PRZO) signed an MOU with a tier‑1 European defense company to integrate an autonomous counter‑UAS system across armored vehicles—a deal that could accelerate fielding of active counter‑drone capabilities.

BlackSky (BKSY) was named exclusive provider of a very high‑resolution electro‑optical constellation for a new international initiative to build the world’s largest AI infrastructure in space (release), a strategic win that ties geospatial imaging to large‑scale AI model training and inference in orbit.

AEVEX (AVEX) secured $20.5M in awards for one‑way attack systems, adding near‑term revenue visibility as defense budgets focus on 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.

NeOnc (NTHI) raised $15M at market, adding fuel to encouraging NEO100 clinical data and supporting near‑term development plans (filing).

Silo Pharma (SILO) will highlight its patented nose‑to‑brain drug delivery tech for PTSD at the 2026 Nasal Innovation Forum (notice), a platform that, if validated, could materially change CNS drug delivery economics.

Cosmos Health (COSM) launched C‑ScrubVet in the U.K., marking its entry into the $69B global animal health market and creating a new commercialization channel for the company (news).

Editas Medicine (EDIT) reported inducement grants to its new Chief Medical Officer, a routine but investor‑relevant move tied to clinical leadership and development continuity.

Earnings, Guidance & Retail Results

Sunbelt Rentals (SUNB) reported record Q1 results and raised fiscal 2027 guidance—an indicator of resilient construction demand and pricing power.

Flotek (FTK) again lifted 2026 guidance on international sales momentum, supporting cash‑flow expectations for energy‑services operators.

Chewy (CHWY) posted Q2 results that offer a read on subscription retention and discretionary pet‑spend trends.

Corporate Strategy, Capital Structure & Buybacks

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

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

Aspire‑Lakewood (ASBP) approved a $10M share repurchase program, a cash‑return step that often signals confidence in near‑term free‑cash‑flow outlooks.

TurboGen (TRBG) said it will engage former NYC Mayor Eric Adams to expand global market access and support commercialization—a high‑profile advisory move aimed at accelerating market entry and visibility.

Markets, Listings & Compliance

Iveda (IVDA) obtained an extra 180 days from Nasdaq to regain the minimum bid price, a reminder of microcap listing risks that continue to affect investor liquidity choices.

Raytech (RAY) will change its official name to Atlas Trinity Tech Limited and adopt ticker ATTT effective Sept. 10, 2026 (filing), a rebranding that investors should note for upcoming trading and filings.

Selected Commercial Wins & Product Moves

Nauticus Robotics (KITT) commercially released the Nauticus ToolKITT™ to retrofit ROV fleets, providing a nearer‑term revenue path for subsea autonomy integrators.

ENvue Medical (FEED) resumed U.S. commercial shipments of NanoVibronix PainShield® and started fulfilling open distributor orders, signaling operational normalization for the device maker.

Investor Events & Presentations (Select)

H.C. Wainwright presentations continue to draw microcap attention: BTCS (BTCS), StablecoinX (USDE), and newly announced presenters like Scienture (SCNX) and T3 Defense (DFNS) will appear Sept. 14–16; these slots can temporarily lift visibility and trading volume.

Additional H.C. Wainwright participants added today include Oxbridge (OXBR), FatPipe (FATN), Rain Enhancement Technologies (RAIN), and Virtuix (VTIX), each using the conference to present growth strategy, commercialization plans or sector use cases—items investors often monitor for updates to guidance and partner pipelines.

Selected Leadership & Board Moves

WeShop (WSHP) named Chidi Achara as Chief Product Officer to lead product strategy and innovation—an operational hire tied to customer experience and retention goals.

Keep an Eye On

• Liquid cooling contracts and power‑electronics partnerships as signals for AI infrastructure capex.
• Space‑based AI infrastructure—see BlackSky’s constellation deal for implications on satellite imaging, data volumes and monetization.
• Rare earths and magnet supply: USA Rare Earth’s Blacksburg facility could ease strategic sourcing risks for EV and defense OEMs.
• Crypto‑mining hosting growth—see BTC Digital’s CIIT deal and the Tianci agreement—for capacity trends and energy budgeting impacts.