Today's Stock News: Latest Updates on Public Companies

Big Financings and M&A That Could Move Stocks

Tenable Holdings (TENB) remains in focus after unveiling a proposed private placement of $650 million of convertible senior notes; investors will weigh dilution versus funding for growth and R&D in cybersecurity: terms.

Axogen (AXGN) is combining an acquisition of BioCircuit Technologies with a public offering expected to raise roughly $208.7 million, moves that speed pipeline expansion while complicating near‑term capital structure: acquisition • offering.

Bending Spoons (BSP) entered a definitive agreement to acquire collaboration platform Miro for $1.355 billion, a consumer‑to‑enterprise consolidation that could reshape valuation comps in software and workflows: details.

TTM Technologies (TTMI) proposed an offering of $500 million of senior notes due 2034, a material debt raise for a contract manufacturer that investors will parse for capital allocation and interest‑rate sensitivity: announcement.

AI, Cloud, Infrastructure and Autonomous Systems

Rackspace (RXT) joined the NVIDIA Cloud Partner Program to offer Blackwell‑powered AI infrastructure for regulated customers — a distribution and compliance play for enterprise AI hosting: release.

CoreWeave (CRWV) launched a physical AI field‑engineering service to convert proprietary data into production AI, signaling a move from pure GPU capacity to hands‑on deployment and customer‑specific solutions: read more.

MicroVision (MVIS) will preview a next‑generation lidar‑based perception platform at IAA Transportation 2026 — an important product milestone for lidar suppliers competing in automotive and robotics perception stacks: preview.

Energy Vault (NRGV) closed financing on 275 MW of Rolls‑Royce MTU reciprocating engine generation capacity aimed at hyperscale AI infrastructure — linking energy storage and on‑demand generation for data centers: deal.

SolarEdge (SEDG) advanced a full DC powertrain strategy for AI data centers and published an 800 VDC protection framework developed with NVIDIA — potentially meaningful for hyperscale power efficiency.

Networks, Content Delivery and Quantum Moves

Fastly (FSLY) and Comcast announced a partnership to develop a next‑generation content and application delivery model targeting faster, more reliable streaming for Xfinity members — a strategic tie that could pressure legacy CDN economics: details.

Infleqtion (INFQ) and Cisco announced a collaboration to advance networked quantum technology, underlining vendor interest in early quantum links for enterprise stacks.

Energy, Industrial Tech and Clean‑Tech Milestones

Terrestrial Energy (IMSR) submitted a graphite topical report to the NRC, advancing regulatory work for IMSR plants and keeping modular nuclear development on investor radars: filing.

Fusion Fuel (HTOO) expanded LPG distribution for Al Shola Gas with a new bobtail expected to generate roughly $1.6 million in annual recurring revenue — a tangible commercialization step for distributed fueling services: announcement.

Ionic Digital (IOND) received base‑load provisional classification in ERCOT’s Batch Zero process, improving prospects for grid‑scale deployment and capacity payments in Texas markets: notice.

Biotech, Diagnostics and Clinical Collaborations

IMUNON (IMNN) entered a cooperative research and development agreement with the National Cancer Institute to advance clinical development of IMNN‑001 — a notable public‑sector tie that can accelerate translational work and de‑risk early trials: agreement.

Ginkgo Bioworks (DNA) joined ARPA‑H’s GIVE program to build an autonomous manufacturing system for individualized RNA medicines — a strategic convergence of automation and on‑demand therapeutics: program details.

Oncolytics Biotech (ONCY) reported positive preclinical results combining pelareorep with a pan‑RAS inhibitor in colorectal cancer — an early combo signal that could broaden therapeutic approaches if it advances to clinical testing: preclinical data.

Outlook Therapeutics (OTLK) CEO Bob Jahr discussed FDA approval and the commercial opportunity for LYTENAVA™ in a virtual investor segment — investors will parse labeling, launch timing and payer dynamics once regulatory details are public: investor remarks.

Aerospace, Space Systems and Satcom

York Space Systems (YSS) saw its flight‑proven platforms selected by Tomorrow.io for the DeepSky early‑warning constellation — a commercial win that highlights smallsat manufacturers’ role in weather and resilience services: selection.

Mining, Commodities and Critical Materials

IMC Rare Earths (IMC) reported high‑grade terbium recoveries up to 95.2% at its Itarantim project — a processing result that can materially affect project economics for a critical magnet material: results.

Corporate, Governance and Legal Developments

Ramaco Resources (METC) said former U.S. Senator Joe Manchin will step down from its board; the departure removes a high‑profile director and may shift investor perceptions of governance and stakeholder ties: notice.

Marti (MRT) expanded its buyback authorization to $5 million and extended the program through April 2027, a shareholder‑friendly move that could support EPS and signal management confidence: details.

New Fortress Energy (NFE) provided an update on a proposed reverse stock split — an action that can affect float, listing compliance and index eligibility, so investors will watch the final ratio and timing: update.

Vince (VNCE) was named in reporting that Drake’s OVO faces an unpaid C$5 million claim detailed by A.R.I. prior to sale to Authentic Brands Group; such legacy claims can surface during brand transactions and affect contingent liabilities: report.

Conference Highlights and Investor Events

H.C. Wainwright’s 28th Annual Global Investment Conference continues to shape the day; names already on the docket include Lite Strategy (LITS), WidePoint (WYY) and NeuroSense (NRSN), any of which could move stock if management issues fresh guidance or program updates: schedule.