Today's Stock News: Latest Updates on Public Companies

AI, semiconductors and networking

Semtech (SMTC) is pushing the infrastructure that underpins AI and 5G convergence with advances in next‑gen optical interconnects and a 50G optical transition for AI‑driven 5G‑Advanced networks — a potential relief for bandwidth bottlenecks that matters to telecom and cloud capex watchers. Read the product update and the 50G announcement.

Coherent (COHR) launched PhotonLink™, an integrated optics platform aimed at AI infrastructure that targets the optics‑to‑chip bottleneck in datacenter accelerators; investors tracking AI supply chains should watch partnership and design‑win cadence. Company release here.

Lumentum (LITE) will demonstrate a DWDM ELSFP laser module for OCI MSA use at ECOC 2026, underscoring demand for dense wavelength division multiplexing in hyperscale and carrier networks. See details here.

Magnachip (MX) received a strategic investment from Navitas Semiconductor, signaling consolidation and partner‑backed capital flows in power‑analog and mobile display drivers. Read the announcement here.

Biotech and regulatory progress

Moderna (MRNA) will present late‑breaking data at ESMO Congress 2026. Late breakers at major oncology meetings can shift clinical outlooks and near‑term market expectations; watch efficacy and safety details when slides go public. Notice here.

Tempus (TEM) extended a data license with Recursion and added an agreement for Recursion’s RNA foundation model, highlighting how AI models plus large biomedical datasets are being commercialized to speed target discovery. Details here.

AnaptysBio (ANAB) reported second‑quarter and transitional fiscal 2026 results and provided a business update; investors will parse cash runway and program milestones to reassess timelines for partnered and internal antibody programs. Read the release here.

Q32 Bio (QTTB) will present late‑breaking results from Part B of the SIGNAL‑AA trial at EADV 2026 — dermatology readouts can quickly re‑price commercial potential depending on response durability and safety. Presentation details here.

Precigen (PGEN) secured an FDA Platform Technology Designation for its AdenoVerse platform, a regulatory boost that can speed development across multiple assets. Read the FDA notice.

OS Therapies (OSTX) completed a Type C statistical methods meeting with the FDA and updated on Project Orbis coordination for OST‑HER2, reducing program risk and clarifying approval pathways. Details here.

Autonomy, EVs and aerospace strategy

Einride (ENRD) entered a strategic collaboration with NVIDIA to advance autonomous trucking on the Hyperion platform — a tie that could speed perception and fleet orchestration deployments. Read more here.

Kodiak AI (KDK) and PrePass will pair a vetted roadside safety network with a self‑driving stack to tackle nationwide scaling hurdles. Investors will monitor pilot expansion and regulatory integration. Partnership note here.

Vertical Aerospace (EVTL) named former Airbus Commercial Aircraft CEO Fabrice Brégier as chair as it pushes toward commercialization and defence opportunities. Release here.

Energy, nuclear and infrastructure

Ameresco and Terrestrial Energy (IMSR) will deliver an IMSR advanced nuclear system to the U.S. Army’s Aberdeen Proving Ground — a military deployment that could validate procurement paths for advanced reactors. Details here.

Enphase Energy (ENPH) announced its IQ Meter Collar has been approved by 80 utilities, smoothing residential solar metering rollouts and supporting inverter adoption. Read the approval here.

Logistic Properties of the Americas (LPA) advanced a capital reallocation strategy with a Costa Rica asset sale, a move to free cash for higher‑return investments and reduce geographic concentration. Transaction details here.

Mining and metals — resource moves, financing and index inclusion

Greenland Mines (GRML) more than doubled its control position in the Sarfartoq rare‑earth magnet district in West Greenland, expanding exposure to magnet‑grade REEs amid persistent supply concerns. Read the acquisition note here.

Osisko Gold (ODV) proposed a US$500 million senior secured notes offering to refinance project financing and advance the Cariboo Gold Project, a move that alters leverage and project funding timelines. Financing plan here.

Hycroft (HYMC) provided a project update that investors will read for progress on restart economics and capital requirements; operational timing remains the key value driver for miners exiting care‑and‑maintenance. Read the update here.

Elemental Royalty (ELE) announced a US$290 million acquisition of a royalty and streaming portfolio, alongside a strategic divestment of its generation business and management succession — a sizable portfolio move that reshapes the company's cash flow profile and risk mix. Details here.

Corporate moves, governance and guidance

AMC Entertainment (AMC) filed for a first lien notes offering, new term loans to refinance debt, and launched a cash tender for its 2029 notes. These actions reshape liquidity and capital structure for creditors and equity holders. Filings here and tender offer.

Vicor (VICR) raised Q3 2026 revenue guidance. Upward revisions at power‑management suppliers can signal stronger demand from server, edge, and industrial customers; investors will watch margin assumptions. Guidance note here.

American Savings Bank (ASBH) closed its upsized IPO after the full over‑allotment option was exercised, marking a notable regional bank listing and adding supply to bank equity markets; underwriters and secondary performance will be watched. Closing notice here.

Davis Commodities (DTCK) announced Nasdaq delisting and will continue trading on OTC Markets. Delisting changes liquidity and index inclusion status, a material consideration for holders and passive funds. Read the notice here.

Gauzy (GAUZ) received a Nasdaq delisting notice and intends to appeal; delisting proceedings can materially affect liquidity and valuation for small‑cap tech issuers. Company statement here.

Telecom, devices and security

Fastly (FSLY) launched an AI Firewall and AI Runtime Control to secure and scale AI at the edge — a potential differentiator for CDN and edge compute offerings as enterprises run inference workloads closer to users. Product note here.

Anterix (ATEX) highlighted that new iPhone models are the first Apple devices to operate on Anterix 900 MHz private networks, a step toward broader private LTE/5G adoption among utilities and critical infrastructure. Read the update here.

Events, earnings calendar and investor communications

FMC Corporation (FMC) set the date for its third quarter 2026 earnings release and webcast; calendar items like this cue active traders and analysts to update models and conference schedules. Notice here.

Magnachip and other suppliers continue to post product and partnership updates that feed into component‑level demand signals ahead of seasonal capex cycles.

Governance and leadership moves

Travere Therapeutics (TVTX) announced a planned CEO transition. Leadership changes at commercial or late‑stage biotech firms can prompt re‑evaluations of strategy and timelines; watch any follow‑on guidance about succession and continuity. Company note here.

Nyxoah (NYXH) announced a CFO transition. Executive finance changes at medtech firms can signal strategic shifts or cost and capital‑structure focus for investors. Notice here.

Other notable corporate notices

Abivax (ABVX) released business updates and first‑half 2026 financial results. Investors will parse cash runway and R&D cadence to assess how the company funds ongoing immune‑modulatory programs. Read the results here.

OS Therapies and other clinical‑stage companies continue to log regulatory interactions that reduce technical and timeline risk for key programs.