Earnings Out After the Close/Before the Open
After the Close - None Before the Open - Consumer Discretionary: AutoZone (AZO), MillerKnoll (MLKN), Thor Industries (THO)
The major averages hold sizable gains at midday, with the S&P 500 (+1.3%), Nasdaq Composite (+1.9%), and DJIA (+0.6%) all trading firmly higher. The advance has strengthened throughout the morning as a sharp rally across technology and other growth stocks combines with a sizable retreat in crude oil and lower Treasury yields. Technology stocks remain at the center of the rally. The information technology sector (+1.9%) is among the top performers as the PHLX Semiconductor Index surges 3.7%. Advanced Micro Devices (AMD 611.15, +51.33, +9.17%) and Intel (INTC 122.61, +14.01, +12.90%) are two of the strongest-performing S&P 500 components despite the absence of company-specific news, reflecting strong momentum across the semiconductor space. AMD has reached a new all-time high, crossing $600 for the first time and pushing its market capitalization above $1 trillion. The strength in semiconductor stocks comes after pronounced volatility surrounding the AI trade in recent sessions, including calls from some industry participants and researchers to slow the development of increasingly capable models. NVIDIA (NVDA 226.16, +3.89, +1.75%) CEO Jensen Huang pushed back against AI safety fears in a weekend interview, saying there is a "0% chance" that AI ends the world by 2030 and arguing in favor of continued development. Mega-cap stocks are providing another substantial source of support, leaving the Vanguard Mega Cap Growth ETF up 2.2%. The communication services sector (+3.6%) leads the sector standings, paced by a sharp gain from Meta Platforms (META 728.66, +63.44, +9.54%). Investors continue to respond positively to the company's AI efforts, including its Muse AI agent, which has climbed to the top of Apple's App Store for free downloads. The consumer discretionary sector (+1.5%) is another notable outperformer amid the broader enthusiasm surrounding growth stocks. Importantly, buying interest extends beyond the leading technology and mega-cap names. Nine of the 11 S&P 500 sectors trade higher at midday, providing the advance with broader participation despite the Nasdaq's pronounced outperformance. A significant improvement in the macro backdrop has also supported equities. WTI crude is down 5.1% at $95.16 per barrel, extending its retreat from recent elevated levels, while the 10-year note yield is five basis points lower at 4.95%. The decline in crude has weighed heavily on the energy sector (-2.2%), leaving it at the bottom of the standings, while the consumer staples sector (-0.1%) is the only other group in negative territory. Elsewhere, Warner Bros. Discovery (WBD 30.59, +2.79, +10.03%) and Paramount Skydance (PSKY 11.33, +1.12, +10.97%) are among the day's strongest S&P 500 performers after Bloomberg reported that Paramount Skydance reached a settlement with California and other states that had sought to block its acquisition of Warner Bros. Discovery, removing a legal obstacle to the transaction. Crypto-related stocks are another pocket of strength as Bitcoin extends its recent rally above $85,000 to its highest level since January. Coinbase Global (COIN 203.75, +9.50, +4.89%) and Robinhood Markets (HOOD 124.86, +5.04, +4.21%) are among the stronger performers in the financials sector, while Strategy Inc (MSTR 167.12, +13.20, +8.58%) is sharply higher after disclosing that it purchased 950 bitcoin between September 14 and September 20. Overall, the midday advance features a combination of strong technology and mega-cap leadership and relatively broad participation. Semiconductor stocks remain the most pronounced source of momentum, while the simultaneous declines in crude oil and Treasury yields have provided a more favorable backdrop for equities following last week's volatility. There is no economic data of note today.
Stocks are mostly higher just after the open, with the S&P 500 (+0.6%) and Nasdaq Composite (+1.1%) jumping ahead early as mega-cap tech and semiconductor stocks surge. The DJIA (+0.2%) is higher as well, though its gain is capped as a retreat in oil prices weighs on its energy components and the rally in tech takes some wind out of more defensive pockets of the market. Seven S&P 500 sectors are higher, led by the communication services sector (+2.3%) as Meta Platforms (META 711.39, +46.16, +6.94%) jumps out to an impressive early gain following several brokerage updates in response to its personal AI agent, Muse, which reached the top spot on the App Store shortly after launch. Alphabet (GOOG 348.92, +4.50, +1.31%) is firmly higher as well. The information technology sector also holds a solid gain as semiconductor and software names both move higher this morning. The PHLX Semiconductor Index is up 2.3%, with Advanced Micro Devices (AMD 608.13, +48.31, +8.63%)reaching a new all-time high and crossing $600 per share for the first time. Meanwhile, the energy sector (-1.6%) retreats as crude oil falls nearly 4% to below $97 per barrel, while the defensive consumer staples (-0.5%) and utilities (-0.4%) sectors also lag amid the enthusiasm surrounding growth stocks.
The major averages remain on track for a firmly higher opening as a more favorable macro backdrop provides support for stocks this morning, with oil prices retreating on signs of improving supply conditions in the Middle East. Reports indicate Saudi oil exports have recovered this month, while efforts are underway to restore flows through the country's East-West pipeline following recent disruptions. The pullback in crude is also providing some relief across sovereign bond markets after elevated oil prices and inflation concerns contributed to a global increase in yields last week.
The S&P 500 futures trade 50 points above fair value. Equity indices in the Asia-Pacific region finished mostly higher on Monday, supported by falling oil prices, lower bond yields, and Treasury Secretary Bessent's description of his meeting with China's foreign minister, He Lifeng, as being "successful." That conversation reportedly included proposals for handling AI incidents as well as efforts to improve trade negotiations. President Trump and President Xi will be meeting Thursday in Washington, D.C. The People's Bank of China kept its one-year and 5-year loan prime rates unchanged at 3.00% and 3.50%, respectively, for the 16th straight month; meanwhile, there was speculation that the Reserve Bank of Australia could boost its policy rate later this month, as well as in November. Japan was closed for Respect for the Aged Day and will remain closed for other holidays through September 23. - In economic data: - South Korea September exports 1-20 days 78.3% yr/yr (prior 56.0%) and imports 26.7% yr/yr (prior 19.0%) ---Equity Markets--- - Japan's Nikkei: closed for holiday - Hong Kong's Hang Seng: +1.2% - China's Shanghai Composite: +1.0% - India's Sensex: +0.8% - South Korea's Kospi: +1.7% - Australia's All Ordinaries: flat Major European indices are rallying to start the week, bolstered by a welcome drop in oil prices and lower bond yields in response to that move. Brent crude futures are down 2.7% to $101.07/bbl following reports of better-than-expected exports out of Saudi Arabia and the potential for diplomatic progress between the U.S. and Iran. Separately, the U.S., Denmark, and Greenland have worked out an agreement whereby the U.S. can develop a significant military presence in Greenland and block others from doing the same. - In economic data: - U.K.'s September Rightmove House Price Index 0.7% m/m (prior -2.0%) and -0.8% yr/yr (prior -1.0%) ---Equity Markets--- - STOXX Europe 600: +1.2% - Germany's DAX: +1.2% - U.K.'s FTSE 100: +1.0% - France's CAC 40: +1.0% - Italy's FTSE MIB: +1.1% - Spain's IBEX 35: +1.2%
The S&P 500 futures currently trade 50 points above fair value. Shares of Accenture (ACN 189.50, +8.21, +4.5%) are moving higher in the premarket after the company announced an expanded AI safety partnership with Anthropic. The companies will establish a team of embedded evaluators to work alongside Anthropic's internal teams and safety partners on model testing and red-teaming, including alignment assessments and evaluations of model safeguards. Accenture will draw on expertise from Faculty, its applied AI acquisition, as part of the effort. The partnership also includes a sizable financial commitment, with Accenture and Anthropic each expecting to invest at least $1 billion over the next five years in building AI safely.
Upbeat Start - U.S. Treasuries have started the week on an upbeat note that has sent yields lower across the curve. The impetus for the gains are lower oil prices and some hopeful views about the Trump-Xi meeting later this week (Sept. 24) after Treasury Secretary Bessent labeled his pre-summit meeting with Vice Premier He Lifeng as "successful," with overtures for working together on AI incidents and improving trade negotiations. WTI crude futures are down 2.7% to $97.57/bbl, and Brent crude futures are down 2.8% to $100.94/bbl, helping to drive a synchronized rally in sovereign bond markets. - Yield Check: - 2-yr: -3 bps to 4.71% - 3-yr: -5 bps to 4.78% - 5-yr: -5 bps to 4.81% - 10-yr: -5 bps to 4.95% - 30-yr: -4 bps to 5.29% - News: - The U.S., Denmark, and Greenland have worked out an agreement whereby the U.S. can develop a significant military presence in Greenland and block others from doing the same. - President Trump threatens an attack on Iran but says he is open to meeting Iran's president at this week's United Nations General Assembly. CNBC - President Trump to meet with Ukraine President Volodymyr Zelensky in New York on Tuesday, according to Axios - President Trump will be announcing, in the near future, the AI 'Czar.' Truth Social - Treasury Secretary Bessent labeled his meeting with Chinese Vice Premier He Lifeng as "successful" ahead of the September 24 Trump-Xi meeting. CNBC - Minneapolis Fed President Kashkari (FOMC voter) says inflation is in "all aspects of the economy." Bloomberg - Houthis launched a weekend attack on Riyadh. Reuters - Saudi Arabia managed to export nearly 3.0 million barrels of oil per day the last six days via the Strait of Hormuz. Oilprice.com - CNN, MSNOW and Politico to sue over White House access. CNN - Commodities: - WTI crude: -2.6% to $97.69/bbl - Gold: -0.6% to $4398.80/ozt - Copper: +1.8% to $6.81/lb - Currencies: - EUR/USD: flat at 1.1487 - GBP/USD: flat at 1.3394 - USD/CNH: flat at 6.6928 - USD/JPY: +0.2% to 157.19 - Today's economic data: - There is no U.S. economic data of note
Equity futures point to a firmly higher opening this morning as oil prices and Treasury yields retreat to start the week, with crude oil down roughly 2.5% to under $98 per barrel and the 10-year note yield down to 4.95%. The market has been largely driven by oil and yields, as well as the performance of AI-related stocks in recent sessions, driving some choppy action last week that saw the Nasdaq Composite rise by 0.7%, while the DJIA slid 1.7%, its worst week since March. Those themes remain in focus following last week's FOMC rate hike, with the simultaneous pullback in oil and Treasury yields providing a favorable backdrop for equities this morning. On the geopolitical front, President Trump threatened another attack on Iran but said he remains open to meeting Iranian President Masoud Pezeshkian during this week's United Nations General Assembly, according to CNBC. The potential for diplomacy comes as U.S.-Iran tensions remain an important influence on oil markets. Strength is also extending to cryptocurrencies, with Bitcoin crossing the $85,000 mark to reach its best level since January. The economic data calendar is relatively light this week following last week's Fed decision, although President Trump and Chinese President Xi Jinping are scheduled to meet later this week, putting U.S.-China trade relations in focus. There is no economic data of note today. In corporate news: - OpenAI anticipates a cash burn rate of nearly $280 billion by the end of 2030, according to Financial Times. - Anthropic's IPO is likely to happen in November, as opposed to October, according to The Wall Street Journal. - Novo Nordisk (NVO 41.21, -$2.03, -4.7%) said CagriSema achieved 12.4% weight loss versus 9.1% for tirzepatide at week 60 in a Phase III diabetes trial, meeting the superiority endpoint. - Paramount Skydance (PSKY 10.88, +0.67, +6.6%) is in settlement talks with states as it aims to secure approval for its acquisition of Warner Bros. Discovery (WBD 2981, +2.01, +7.2%), according to Reuters. - Marvell (MRVL) will showcase 2nm optical interconnect demonstrations aimed at next-generation AI data center connectivity at ECOC 2026. Reviewing overnight developments: Nikkei reported that Asia-Pacific markets were mostly higher amid lower oil prices and bond yields, while Japan was closed for Respect for the Aged Day. In news: - Nikkei reported that Treasury Secretary Bessent described his meeting with China's foreign minister, He Lifeng, as successful, with discussions including trade negotiations and proposals for handling AI incidents. - Japan's markets will remain closed through September 23 for holidays. In economic data: - South Korea September exports 1-20 days 78.3% yr/yr (prior 56.0%) and imports 26.7% yr/yr (prior 19.0%) --- Equity Markets --- - Japan's Nikkei: closed for holiday - Hong Kong's Hang Seng: +1.2% - China's Shanghai Composite: +1.0% - India's Sensex: +0.8% - South Korea's Kospi: +1.7% - Australia's All Ordinaries: flat --- FX --- USD/JPY: +0.2% to 157.18 USD/INR: -0.2% to 95.865 USD/CNH: flat at 6.6938 European markets are higher as lower oil prices and bond yields provide support. In news: - Brent crude futures fell following reports of better-than-expected Saudi Arabian exports and the potential for diplomatic progress between the U.S. and Iran. - The U.S., Denmark, and Greenland reached an agreement allowing the U.S. to develop a significant military presence in Greenland and block others from doing the same. In economic data: - U.K.'s September Rightmove House Price Index 0.7% m/m (prior -2.0%) and -0.8% yr/yr (prior -1.0%) --- Equity Markets --- - STOXX Europe 600: +1.2% - Germany's DAX: +1.2% - U.K.'s FTSE 100: +1.0% - France's CAC 40: +1.0% - Italy's FTSE MIB: +1.3% - Spain's IBEX 35: +1.2%
The following are some of today's most notable mid cap movers of interest ($2 bln -- $10 bln market cap), ranked by % change (all stocks over 100K average daily volume). Mid Cap Gainers - (106.75, +25.98, +32.16%) Higher after FDA Briefing Docs suggest likely Galleri approval. - (27.70, +3.84, +16.09%) Fastly introduced AI Runtime Control, AI Firewall and new API Security capabilities for governing AI model access and protecting AI applications. - (76.33, +0.81, +12.42%) The Company closes strategic investment; PJ Millennium buyers acquire 650.4M Class A shares. - (20.82, +2.11, +11.28%) FDA approved Amneal's lanreotide injection 120 mg/0.5 mL prefilled syringe, and the company said it is launching immediately. - (15.47, +1.25, +8.79%) initiated with a Buy at Clear Street. Mid Cap Losers - (11.34, -1.25, -9.92%) Telix agreed to lead a merger with private ITM Isotope Technologies Munich, with upfront consideration of $1.65 bln on a cash-free, debt-free basis. - (16.11, -1.07, -6.23%) Sunshine Silver added about 14,100 acres in Idaho's Silver Valley and is starting a multi-year surface drilling program totaling about 45,000 meters. - (29.76, -1.07, -3.47%) The Company appoints Sean Gray CEO as Paul Perrault retires. - (56.90, -1.78, -3.03%) The Company signs 6-year agreement to supply 76 MW of power to West Texas data center. - (31.45, -0.67, -2.09%) The Company announced Friday that Thrive Capital completed Oscar Health common stock distribution to its limited partners.
The following are some of today's most notable small cap movers of interest ($300 mln -- $2 bln market cap), ranked by % change (all stocks over 100K average daily volume). Small Cap Gainers - (7.76, +1.94, +33.19%) An investor group led by Chairman and CEO Thomas Priore agreed to acquire the remaining shares for $8.05/share in cash in a deal implying about $1.6 bln enterprise value. - (7.57, +1.71, +29.23%) Its TCDC PowerCo subsidiary signed a 20-year agreement with Vistra affiliate Luminant for a minimum 200 MW and up to 207 MW for Phase 1 of the Texas Critical Data Center project, with availability expected in 3Q27. - (8.22, +1.42, +20.99%) The Company announces the most critical order in its 25-year history: a monumental order to enable vital U.S. Space Force infrastructure and advanced reconnaissance operations. - (2.65, +0.39, +17.29%) Artemis Gold agrees to acquire Vista Gold, adding an advanced stage gold development asset in Australia. - (8.68, +0.88, +11.36%) Jefferies upgraded the stock to Buy from Hold with a $10 target. Small Cap Losers - (59.66, -8.48, -12.44%) David Glazek was named CEO effective Oct. 1, while full-year EBITDA guidance was tightened to $70 mln to $80 mln from $70 mln to $90 mln. - (19.91, -1.56, -7.27%) downgraded to Hold from Buy at Texas Capital Securities. - (8.00, -0.47, -5.55%) The Company partners with Youngquist Brothers on borehole drilling for underground reactor deployment. - (1.73, -0.07, -3.90%) The Compnay's President and Chief Executive Officer bought 1,000,000 shares worth approximately $1.6 mln (transaction date 8/18). - (3.01, -0.10, -3.38%) The Company books DSI Polaris charter at $18,000/day through at least May 2028.
Gapping up News: - +46.7% (Reported positive topline results from a 145-patient Phase 2 trial of CUE-221 in chronic spontaneous urticaria.) - +24.2% (Signed a 20-year power purchase agreement with Vistra for up to 207 MW at its Texas data center.) - +13.8% (Secures $5 million strategic investment from Navitas through a 1.46 million-share issuance at $3.42 per share.) - +13.3% (Artemis Gold agreed to acquire Vista Gold for approximately $427 million, or $2.83 per share in stock.) - +9.0% (Announced its Silvia AI agent outperformed frontier models across tax, mortgage and credit-card topics.) - +7.2% (Reported positive Phase 1b proof-of-concept results for ALKS 7290 in adults with ADHD.) - +5.8% (U.S. Army Corps initiated the environmental review process for Trilogy's flagship Arctic Project in Alaska.) - +4.8% (Partners with Anthropic on AI safety evaluations; each plans to invest at least $1 billion over five years.) - +3.7% (Began volume shipments of its 50G optical portfolio for AI-driven 5G-Advanced networks.) - +3.5% (Agreed to invest $5 million in Magnachip, expanding their silicon carbide partnership.) - +3.1% (Launched mass production of a 24.5-inch 720Hz Gaming OLED panel targeting the esports monitor market.) - +3.0% (Expanded its Silver Valley land position 60% and launched a 45,000-meter exploration drilling program.) - +2.9% (Expanded its Pluggable Optical Line System portfolio.) - +2.9% (WISeKey signed an MoU with SEALSQ and Jura for a CHF 40-60 million post-quantum semiconductor and cybersecurity center.) - +2.9% (Confirmed multiple tungsten-rich zones beyond Tempiute's historical mine footprint and initiated underground rehabilitation following positive drilling results.) - +2.8% (Completed strategic investment giving PJ Millennium buyers a 38.1% stake through the purchase of 650.4 million shares.) - +2.7% (Will demonstrate a high-density optical interconnect for AI scale-up systems with Lumentum and Qualcomm.) - +2.6% (Authorized a new $250 million share repurchase program running through September 2029.) - +2.5% (Partners with NVIDIA to build its next-generation autonomous heavy-truck driving system on the DRIVE Hyperion platform.) - +2.5% (FDA granted Priority Review to ARIKAYCE's supplemental application, setting a Jan. 28, 2027 target action date.) Gapping down News: - -9.8% (Agreed to merge with ITM for $1.65 billion upfront and up to $700 million in milestone payments.) - -4.4% (outlined its 2030 strategic ambitions at its Capital Markets Day) - -1.9% (Expects industry-wide PC unit volumes to decline roughly mid-single digits in 2027, while withholding fiscal 2027 guidance.) - -1.9% (CFO Henri Steenkamp will step down October 31 for health reasons, with Christine Ramdihal becoming principal financial officer.)
- Gapping up: - +41.7%, +5.9%, +4.5%, +3.8%, +3.7%, +3.2%, +3.2%, +3.1%, +2.7%, +2.7%, +2.3%, +2.2%, +2.2%, +2.2%, +2.1%, +2.0%, +1.7%, +1.6%, +1.5%, +1.5%, +1.4%, +1.3%, +1.2%, +1.2%, +1.0%, +1.0% - Gapping down: - -9.1%, -5.0%, -3.9%, -2.0%, -1.4%
BOSTON, Sept. 20, 2026 (GLOBE NEWSWIRE) -- Cue Biopharma (Nasdaq: CUE), a clinical-stage biopharmaceutical company targeting transformative therapies for immune-mediated diseases, today announced positive topline results from the Phase 2 clinical trial of CUE-221 (UB-221) conducted in China by Genesis Life Sciences, a related company of Ascendant Health Limited (Ascendant). The trial enrolled 145 participants with moderate to severe chronic spontaneous urticaria (CSU), a disease resulting in chronic hives, that remained inadequately controlled despite treatment with H1 antihistamines.Click here for full release.
- Novo Nordisk said CagriSema 1.0 mg/1.0 mg achieved 12.4% weight loss versus 9.1% for tirzepatide 5 mg at week 60 in the Phase III REIMAGINE 5 trial in adults with type 2 diabetes, meeting the superiority endpoint. - CagriSema also demonstrated non-inferior HbA1c reduction of 1.71% versus 1.67% for tirzepatide in REIMAGINE 5. - In the Phase III REDEFINE 9 obesity trial, CagriSema 1.0 mg/1.0 mg produced 21.0% weight loss versus 2.0% for placebo at week 68, meeting the primary superiority endpoint and improving several cardiometabolic measures. - CagriSema was well tolerated overall in both trials with a safety profile consistent with previous studies; the once-weekly cagrilintide/semaglutide combination remains investigational.
- FDA accepted Insmed's supplemental NDA for ARIKAYCE in MAC lung disease and granted Priority Review, with a target action date of Jan. 28, 2027. - The filing seeks full approval for use as part of a combination antibacterial regimen and could expand ARIKAYCE to patients earlier in their disease course if approved. - The sNDA is backed by the Phase 3b ENCORE study, which met its primary endpoint and multiplicity-controlled secondary culture conversion endpoints versus multidrug therapy alone. - ARIKAYCE received accelerated approval in 2018 for refractory MAC lung disease; Insmed said it also plans to review ENCORE data with Japan's PMDA in Q4 2026 for a potential label expansion.
- FDA granted platform technology designation to Precigen's AdenoVerse immunotherapeutic platform, which underpins approved product PAPZIMEOS. - The designation may let Precigen use PAPZIMEOS development, manufacturing and preclinical data to support future AdenoVerse programs and reduce duplicative work. - Management said the near-term impact could be most meaningful for PRGN-2009, which is in Phase 2 studies with Merck's pembrolizumab (MRK) in HPV-associated cancers. - FDA said the platform is well characterized, reproducible and reasonably likely to create efficiencies in development, manufacturing and regulatory review across multiple products.
- The randomized, double-blind, placebo-controlled Phase 2a trial, known as INFORM-MS (NCT06292923), enrolled a total of 48 patients across three cohorts at multiple leading U.S. clinical sites. The study is evaluating the safety, tolerability, and efficacy of two doses of intranasal foralumab versus placebo over a 12-week treatment period, with the primary endpoint focused on change in microglial activation as measured by positron emission tomography imaging, along with secondary clinical endpoints including the Expanded Disability Status Scale and the Modified Fatigue Impact Scale. Tiziana expects to lock the database this week, and announce 12-week treatment topline data in October. - Following completion of the blinded phase, all participants, including those who initially received placebo, have the opportunity to receive intranasal foralumab in a six-month follow on open-label extension (OLE). The OLE is designed to generate longer term safety and efficacy data. Encouragingly, data from the Company's Expanded Access Program in na-SPMS have shown that most patients treated with intranasal foralumab either stabilized or improved in clinical outcomes over an extended treatment duration.
Oral presentation scheduled for today Monday, Sept. 21, 2026 at the 20 th International Symposium on Staphylococci and Staphylococcal InfectionsClick here for full release.
- South Korean inspection certificates issued Sept. 17 clear the Sangdong processing plant and crushing facilities for commercial operation and sales of tungsten concentrate. - The approval is the final administrative step before commercial processing and shipments into South Korea and export markets. - Almonty said more than 90% of Phase I production is already contracted under a 21-year amended offtake with Global Tungsten & Powders, with minimum volumes of 210,000 MTU per year after ramp-up. - Management said the plant has been running ore since June 2026; the certification now allows concentrate to be invoiced, shipped and delivered.
- Enphase said its IQ Meter Collar is now approved for behind-the-meter installation by 80 utilities serving more than 38M customers across the U.S. and Canada. - The product is now approved by all three major investor-owned California utilities and SMUD, expanding access to whole-home backup in the state. - Hawaiian Electric has approved initial pilot installations, with full approval expected in the coming months, and Enphase said additional utility approvals are expected soon. - Enphase said the device simplifies whole-home backup installations by avoiding backup sub-panel circuit moves and additional consumption current transformers.
- The study met its primary endpoint, with CAPLYTA demonstrating a statistically significant and rapid reduction in manic symptoms versus placebo at Week 3, with significant improvement seen as early as Day 3. The findings were presented in a late-breaking presentation at the 2026 Psych Congress Annual Meeting (September 15-19, New Orleans, LA), among 24 Johnson & Johnson neuropsychiatry presentations featured at this year's meeting. - CAPLYTA significantly reduced the signs and symptoms of acute manic episodes associated with bipolar I disorder as early as Day 3, with benefits sustained through Week 3. - Results build on the established efficacy, safety and tolerability profile of CAPLYTA, further supporting its potential to reach more patients across bipolar I and II disorders.
The researchers measured NAD+ and related metabolites in human placental tissue from younger and older mothers and found older placentas held less NAD+, NADH, and NADP+. Higher placental levels of the NAD+, NADH, and NADP+ metabolites were associated with higher infant birth weight. Mice and pigs showed the same age-related decline alongside poorer pregnancy outcomes, suggesting a broader feature of reproductive aging rather than specific to one species.
- The European Commission granted marketing authorization for Ubeslo (obicetrapib 10 mg) and Evlarco (obicetrapib 10 mg plus ezetimibe 10 mg), marking the first global approval for obicetrapib. - The drugs are approved for patients with primary hypercholesterolaemia, including heterozygous familial and non-familial disease, or mixed dyslipidaemia. - Approval was supported by Phase 3 BROADWAY, BROOKLYN and TANDEM data showing LDL-C reductions of up to 40% for monotherapy and about 50% for the fixed-dose combination, with tolerability comparable to placebo. - Under the Europe licensing deal, Menarini holds exclusive commercialization rights; NewAmsterdam is eligible for tiered double-digit royalties and up to €833 mln in clinical, regulatory and commercial milestones.
- Published Phase 1 data for inhaled AP02 showed substantially higher predicted lung exposure and markedly lower systemic exposure than oral nintedanib, with no serious adverse events reported. - Across multiple ascending-dose cohorts, AP02 produced 10-fold to 56-fold lower systemic exposure than the approved 150 mg BID oral nintedanib dose. - At the 4.0 mg dose, AP02 achieved about 26-fold higher predicted lung lining fluid peak concentration and exposure versus oral nintedanib 150 mg. - Avalyn said enrollment in the Phase 2 AURA trial in idiopathic pulmonary fibrosis is on track, with topline data expected in late 2027.
- Q32 Bio said additional 36-week results and initial findings from the 16-week off-drug period in Part B of the Phase 2a SIGNAL-AA alopecia areata trial will be presented at EADV 2026. - The late-breaking oral presentation is scheduled for Sept. 30 and will focus on efficacy and biomarker results, including hair regrowth persisting off treatment in severe and very severe alopecia areata. - A separate poster on Sept. 30 will present preliminary results from the open-label Part B study. - Slides will be posted on Q32 Bio's website after the formal EADV presentations.
- Phase 3 data for intismeran autogene in the adjuvant treatment of patients with resected stage IIB-IV melanoma selected for presentation at a Presidential Symposium. - Moderna to host an investor event via webcast on Saturday, October 24, at 7:00 PM CEST / 1:00 PM EDT. - Intismeran autogene is jointly developed by Moderna and Merck (MRK), known as MSD outside of the United States and Canada.
- GRAIL (GRAL) is surging more than 30% after FDA briefing documents indicated that agency reviewers found no major analytical-performance, clinical-study-design, or safety concerns with its Galleri multi-cancer early-detection test ahead of a September 23 advisory-panel meeting. - Galleri uses a blood sample to identify cancer-related DNA methylation patterns across more than 50 cancer types and predict the cancer's likely origin, supplementing rather than replacing established screening methods. - The bullish reaction reflects the possibility that Galleri could become the first FDA-approved multi-cancer early-detection test, potentially accelerating physician adoption, supporting broader insurance coverage, and expanding distribution beyond its current laboratory-developed-test model. - Important uncertainty remains because the FDA is asking whether the evidence supports labeling Galleri as an "early detection" test, and the advisory panel's recommendation will not guarantee approval or a favorable commercial label. - A positive regulatory outcome could materially improve GRALs growth trajectory, building on Q2 Galleri revenue growth of 24% and test-volume growth of 35%, although today's rally prices in considerable regulatory success before the FDA reaches a final decision.
- WTW signed a global agreement with Zurich Insurance to deploy its Radar rating and analytics software across Zurich's target Retail markets worldwide. - The deal expands an existing relationship under which WTW had already integrated Radar across primary Retail lines in several country-level markets. - WTW said Radar is intended to improve pricing sophistication and risk selection through monitoring, analytics, decision-making and deployment tools. - Zurich selected the platform after what WTW described as a rigorous selection process.
- Cadeler's Nexra O&M platform and Vattenfall Vindkraft entered a memorandum of understanding for a strategic collaboration on offshore wind operations and maintenance. - The work will focus on Major Component Exchange capabilities, combining operating expertise, service methods and long-term planning to explore more efficient and scalable maintenance approaches. - The companies said they aim to improve efficiency, safety and scalability of maintenance across multiple turbine platforms as the offshore wind installed base grows and ages.
- New Era subsidiary TCDC PowerCo signed a 20-year power purchase agreement with Luminant, an affiliate of Vistra (VST), for a minimum 200 MW and up to 207 MW for Phase 1 of its Texas Critical Data Center project. - Power will come from Vistra's 1,180 MW natural gas-fired Odessa facility adjacent to the site, with availability expected in 3Q27. - The PPA includes automatic one-year renewal periods after the initial term. - Separately, Vistra will receive a 5% non-voting interest in the portion of the project it powers after delivery begins, and gained a right of first refusal on future TCDC development opportunities.
- Kodiak Gas Services entered an agreement to provide 76 megawatts of behind-the-meter baseload power capacity to a West Texas data center for six years. - Kodiak expects to deploy about 40 natural gas-fueled reciprocating generation units, including balance of plant. - Deployment is expected to begin in 4Q26 and scale into 1Q27, with revenue recognition anticipated to start in 1Q27. - Kodiak said this is its second long-term contract to supply primary power to a data center, with about half of its current power portfolio now under long-term power contracts.
- UC Berkeley placed a multi-system order with Bruker for high-field NMR instrumentation for the Pines Magnetic Resonance Center. - The order exceeds $6 mln and is expected to be delivered in 2027. - The upgrade is centered on a Bruker AV NEO-X 800 MHz spectrometer with a cryogenically cooled MAS CryoProbe, plus additional systems and upgrades. - The equipment will support solid-state, solution-state and DNP research across UC Berkeley and Lawrence Berkeley National Laboratory.
- Perfect Corp. said Lagardère Travel Retail is deploying its Skincare Pro AI skin analysis technology at airports in Prague, Rome Fiumicino and Amsterdam Schiphol. - The rollout is set to expand to two additional airports by the end of 2026 across Lagardère's European network. - Skincare Pro analyzes 12 skin concerns and provides personalized product recommendations, with 200 SKUs currently available across 11 brands. - Travelers who complete a skin analysis can also receive a discount via QR code tied to in-store purchases.
- Terrestrial Energy said it will supply its IMSR advanced nuclear plant technology for Ameresco's selected U.S. Army power project at Aberdeen Proving Ground. - The Aberdeen development is planned as a phased natural gas and advanced nuclear generation project aimed at regional power sales and improved base resiliency. - The announcement follows Ameresco's recent Army selection and the companies' June 2025 MOU to identify sites and develop IMSR projects across the U.S. - Terrestrial said its IMSR Plant uses standard-assay low-enriched uranium and is designed for 390 MWe of clean firm power and industrial heat.
- Ameresco was competitively selected by the U.S. Army to enter exclusive negotiations on long-term leases for commercial power projects at Aberdeen Proving Ground and Picatinny Arsenal. - The projects are intended to add market-based grid capacity while supporting on-site resilience for the installations during utility outages. - Aberdeen could include firm natural gas and advanced nuclear generation; Picatinny is planned as a phased microreactor and small modular reactor project. - Selection does not authorize construction yet; projects remain subject to lease negotiations and environmental, regulatory, and permitting reviews.
- This award extends CAE's role as prime contractor for the U.S. Air Force's C-130H Aircrew Training System through December 2035, marking nearly two decades of partnership with the USAF. - As part of the contract, CAE will provide comprehensive training and sustainment services to support the C-130H ATS, including program management, instruction, maintenance and logistics support, cybersecurity solutions, and ongoing upgrades and enhancements to ensure the training system remains aligned with evolving aircraft capabilities. - Eight years after securing the initial contract in 2018, CAE will remain the C-130H ATS prime contractor for the USAF for an additional nine years under the recompete contract.
- Centreville Bank, a $3 bln-asset mutual bank with 26 locations in Rhode Island and Connecticut, selected Jack Henry to support growth and modernization. - The bank chose Jack Henry's core processing platform along with Banno Digital Platform, JHA Treasury Management, Enterprise Workflow, and Synapsys CRM. - Centreville said the technology investment is aimed at scaling commercial banking, automating manual processes, and expanding digital capabilities as it approaches its 200th anniversary.
- Lititz Mutual selected Guidewire ProNavigator to provide employees and independent agents with instant answers and guided recommendations inside underwriting and claims workflows. - The insurer said the tool will draw on company policies, procedures, and internal expertise to reduce manual knowledge searches and support onboarding amid workforce turnover. - Guidewire said ProNavigator is embedded into daily workflows and is intended to serve as a foundation for broader AI capabilities across future agent and customer experiences.
- Emerson plans a new Middle East & Africa service and operations center in Qatar's Umm Alhoul Free Zone, expanding local automation support for customers across the region. - The 3,500-square-meter site will include the region's first certified in-country flow calibration lab, plus measurement instrumentation services, spare parts distribution, training, and control systems staging/integration. - Emerson said the facility will open in phases, with control systems staging, measurement services, spares inventory, and the training center targeted for December 2026 and the flow calibration lab in early 2027.
- Tempus extended its multi-year data license agreement with Recursion (RXRX) through November 2029 and separately licensed Recursion's RNA foundation model, TxFM. - The amended terms replace discretionary license fees that could have totaled $84 mln over the next two years with committed payments totaling $42 mln over the next three years. - Recursion granted Tempus a non-exclusive, worldwide license to its proprietary RNA sequencing model under the new agreement. - The companies said the collaboration began in 2023 and remains focused on using foundation models in precision medicine.
- Enterprise-wide telephonic interpretation expands language access for members with limited English proficiency. - Centralized reporting improves oversight of language services and supports compliance efforts. - AI-enabled technology and professional interpreters deliver fast, reliable service.
- This public-private partnership addresses rising capacity needs for key munitions, including Raytheon's Tomahawk cruise missile. Raytheon is an RTX business. - L3Harris previously announced a similar public-private partnership agreement with Naval Surface Warfare Center Indian Head Division for increased solid rocket motor production of the Mk 104 solid dual thrust rocket motors that provide second stage propulsion for Raytheon's Standard Missile program.
- Qfin appointed Yan Zheng as chief executive officer and a director, effective Sept. 21, succeeding Haisheng Wu. - Wu will step down as CEO, director and compensation committee member to focus more of his time on the company's international business development. - Zheng has served as Qfin's vice president since 2017 and chief risk officer since 2020. - Before joining Qfin, Zheng worked in risk management at China Merchants Bank.
- Ethan Allen Interiors Inc. said its board is conducting a formal CEO succession process and has engaged an executive search firm to evaluate both internal and external candidates. - The board plans to announce its next CEO no later than June 30, 2027, when longtime CEO Farooq Kathwari's current employment contract is scheduled to expire. - Kathwari will continue leading Ethan Allen and supporting the transition before remaining as a non-executive director until the company's 2027 annual meeting, when he plans to leave the board. - The board is seeking a successor capable of advancing Ethan Allen's digital transformation, omnichannel retail strategy and supply-chain efficiency, while the company continues executing its existing strategic priorities.
- Todd Garner was appointed executive vice president and CFO effective Sept. 21, overseeing FP&A, accounting, treasury, tax, investor relations and internal audit. - Garner joins from CONMED (CNMD), where he served as EVP and CFO from 2018 to 2026. - Steve Eck, who had served as interim CFO since June 24, will remain senior vice president and chief accounting officer.
- Signorelli will oversee AIG's North America, Latin America & Caribbean Commercial Insurance businesses and its Global Personal Insurance unit. - She rejoins AIG from Zurich Insurance, where she served on the executive committee and held roles including CEO U.S., CEO Commercial Insurance, and Group Chief Underwriting Officer. - Signorelli will report to AIG CEO Eric Andersen and join the company's Executive Leadership Team. - She previously spent 17 years at AIG in Global Specialties, including as Global Chief Underwriting Officer, Specialty Lines.
- Co appoints of Mr. Steven Scott as Chief Geologist effective immediately. Steven Scott is a professional geologist and technical leader with more than 15 years of experience in gold exploration, geological modelling, resource growth, and project evaluation across Canada, the United States and Mexico. Prior to joining Gold X2 as Chief Geologist, Mr. Scott held a senior technical role with Orla Mining (ORLA). - The Company continues to advance the structuring required in order to prepare the arrangement agreement related to the previously announced royalty spin-out. Pursuant to the Arrangement, the Company intends to create, and subsequently spin-out, a 1.00% net smelter royalty on any potential future mineral production at the Moss Gold Project (the "NSR"). The NSR will initially be placed in a wholly-owned subsidiary ("SpinCo"). The intention is for the shares of SpinCo to be distributed to the shareholders of the Company as of a record date on a pro rata basis. The Company expects to provide a further update on the Arrangement and Record Date in due course.
- World Acceptance appointed John L. Calmes Jr. as president and CEO effective Sept. 21, 2026. - Calmes most recently served as the company's executive vice president, chief financial and strategy officer, and treasurer. - Before joining World Acceptance, he was director of finance for corporate and investment banking at Bank of Tokyo-Mitsubishi UFJ and earlier a senior manager at PwC. - Calmes said business through roughly the first two and a half months of fiscal Q2 is producing strong results similar to fiscal Q1.
- Jack in the Box Inc. appointed former Starbucks CFO Rachel Ruggeri to its board as an independent director, adding public-company finance and restaurant industry experience. - Director Michael Murphy will retire from the board and will not stand for reelection at the company's 2027 annual meeting. - President Taylor Montgomery is expected to join the board when he assumes the CEO role within the next 12 months, continuing the company's broader board and leadership transition. - Jack in the Box and GreenWood Investors extended their existing cooperation agreement, including customary standstill and voting provisions, with the amended agreement to be filed on Form 8-K.
- TriplePoint Capital co-founder and co-CEO Sajal Srivastava will leave the company effective Dec. 31, 2026, with co-founder Jim Labe becoming sole CEO at year-end. - At TPVG, Srivastava will step down as president and chief investment officer and will remain a director through Dec. 31, 2026. - Ian Schworer, currently TriplePoint Capital's chief credit officer, was appointed chief investment officer of TPVG and TPVC effective at the close of business on Dec. 31, 2026. - Schworer joined TriplePoint in 2014 and previously worked at Barclays, Booz Allen Hamilton, Lockheed Martin and Intel.
- Capital One Canada appointed Becca Mintz as president, elevating a 17-year company veteran to lead the business's next strategic phase. - Mintz joined Capital One Canada as an analyst and previously held leadership roles in customer acquisition, marketing and card partnerships. - Most recently, she served as managing vice president and head of customer credit and data, overseeing strategies behind many of the unit's products and services. - The company said it is broadening its focus to support all Canadians with simpler and more transparent products.
- David Foulkes to retire from Brunswick as Chief Executive Officer and Chairman of the Board at the end of 2026. - Aine Denari appointed as Chief Executive Officer, effective January 1, 2027. - Lead Independent Director, David Everitt will become Non-Executive Chairman, also effective January 1, 2027.
- J. Douglas Schick ceased serving as president, CEO and board member effective Sept. 21. - COO Reagan Tuck Dukes was appointed interim president and CEO effective the same date. - Schick will remain employed to provide transition services through Dec. 31, 2026, when his employment ends. - The company said Schick's transition was not due to any disagreement over operations, policies or practices. - SEC filing
- Gephart will become CFO effective Oct. 1, succeeding David Day, who is retiring after previously announcing his departure. - Gephart has served as Magnite's chief accounting officer since June 2021 and will oversee global finance, accounting, reporting, investor relations, treasury, and tax. - Before joining Magnite, Gephart was CFO and principal financial officer at Leaf Group.
- Beacon Financial's board unanimously named Sean A. Gray chief executive officer of the company and Beacon Bank, effective Sept. 21; he also joins both boards. - Gray most recently served as COO and previously was president and COO of Berkshire Bank and senior EVP of Berkshire Hills Bancorp, where he also served as interim CEO from August 2020 to January 2021. - Perrault retired as CEO and will remain with Beacon in a consulting role for one year to support the transition.
- Vaccarello, most recently EVP of Live, was elevated to president and will oversee strategy and operations across multiple business areas. - Her expanded remit includes entertainment and sports bookings, productions including the Radio City Rockettes and Christmas Spectacular, and maximizing the event calendar and ticket sales. - Vaccarello will also continue overseeing live concert residencies and touring-act bookings at Sphere Entertainment's venue in Las Vegas.
- Coursera appointed Tom Savage as Chief Legal Officer and Secretary effective immediately in a planned legal leadership transition. - Savage joins from Red Hat, where he most recently served as Vice President and General Counsel for Red Hat at IBM (IBM); he previously was general counsel at Marvell Technology (MRVL). - Alan Cardenas is stepping down as head of the legal department to focus on family after five years with the company. - Cardenas will remain general counsel through the end of 2026 to support the transition.
- EverCommerce added Andrew Hausman as President of EverPro and named Chris Rogers Chief Technology Officer as it pushes to reaccelerate revenue growth and long-term profitable growth. - Hausman previously held CEO, president, GM and senior operating roles at Dun & Bradstreet and Thomson Reuters, while Rogers was CTO of Instinet and earlier developed software adopted by Nasdaq. - The company also recently appointed Gim Lau as Chief Strategy Officer to lead enterprise strategy, capital allocation and growth prioritization. - Brian Caulfield will lead EverHealth on an interim basis while EverCommerce searches for a permanent president; the moves coincide with the departures of Matt Feierstein and Evan Berlin.
- Telix signed an agreement to lead a merger with private ITM Isotope Technologies Munich, adding isotope production, global manufacturing and a late-stage radiopharma pipeline. - Upfront consideration is $1.65 bln on a cash-free, debt-free basis; after adjustments, ITM shareholders are expected to receive about $1.25 bln in Telix shares priced at $11.84 each, with up to $700 mln more tied to ITM-11 regulatory and sales milestones. - ITM generated 2025 revenue of $273 mln and is described as profitable; Telix said the combined company is expected to generate pro forma 2026 revenue and income exceeding $1.3 bln based on management estimates. - The transaction is subject to Telix shareholder approval and other customary closing conditions; ITM-11 has completed a Phase 3 trial in GEP-NETs, with an interim analysis from a second Phase 3 study expected in H1 2027.
- PJ Millennium I and II completed the previously announced purchase of an aggregate 650,424,192 Class A ordinary shares from Success Flow and Choice Faith. - Following the closing, the buyers collectively hold about 38.1% of VNET's total issued and outstanding ordinary shares, based on 1.709B shares outstanding as of June 30, 2026. - The buyers are wholly owned subsidiaries of PJ Millennium Limited Partnership; its general partner is controlled by Lochpine Capital, a non-controlled, non-consolidated affiliate of CATL. - An investor rights agreement with the buyers and a voting and consortium agreement involving founder and Executive Chair Josh Sheng Chen became effective at closing.
- Under the terms of the Transaction, Vista Gold shareholders will receive 0.0966 common shares of Artemis Gold for each Vista Gold common share (the "Exchange Ratio"). The Exchange Ratio implies consideration of US$2.83 per Vista Gold common share, a total transaction value of approximately US$427 million on a 100% basis, and represents a premium of 29% based on the 20-day volume-weighted average prices of Artemis Gold on the TSX Venture Exchange and Vista Gold on the NYSE American as at September 18, 2026. - Transaction Summary: The proposed Transaction will be effected pursuant to a court approved plan of arrangement under the Business Corporations Act (British Columbia). The Transaction will require approval by (i) 66 2/3% of the votes cast by the shareholders of Vista Gold, and (ii) if required, a simple majority of the votes cast by shareholders of Vista Gold, excluding for such purpose the votes required to be excluded pursuant to Section 8.1(2) of Multilateral Instrument 61-101 -- Protection of Minority Security Holders in Special Transactions, at a special meeting to consider the Transaction. The directors and senior officers of Vista Gold have entered into customary voting support agreements, pursuant to which they have committed to vote their common shares held in favour of the Transaction. - Full details of the Transaction will be included in Vista Gold's definitive proxy statement, which is expected to be mailed to Vista Gold shareholders in November 2026, with the Vista Gold shareholder meeting expected to be held in December 2026. If approved by Vista Gold shareholders and the court, and the other conditions are satisfied, the Transaction is expected to be completed in January 2027.
- Navitas Semiconductor (NVTS) agreed to make a $5 mln strategic equity investment in Magnachip through a privately negotiated stock purchase agreement. - Magnachip will issue 1,461,988 common shares to Navitas at $3.42/share, with closing expected on or about September 24, 2026, subject to customary conditions. - The investment expands the companies' July 2026 silicon carbide partnership focused on high-voltage and ultra-high-voltage power markets. - Magnachip is licensing Navitas' GeneSiC technology and plans to port, qualify and internalize the technology at its South Korea fab.
- National CineMedia completed its previously announced acquisition of Captivate Holdings on Sept. 18 for an enterprise value of $275 mln. - The deal creates a premium video and digital out-of-home advertising platform with more than 48,000 screens across 185 DMAs, including all top 100 markets. - NCMI funded the acquisition with a new $275 mln senior secured first-lien term loan, cash on hand and a new $25 mln revolver, of which $10 mln was drawn at closing. - The transaction closed after regulatory approval and other closing conditions were satisfied.
- The MoU sets up a $20 bln partnership across public and private markets, centered on equities and credit. - Initial collaboration includes a $15 bln public equities mandate for customized global equity portfolios managed by J.P. Morgan Asset Management. - The firms also plan a $5 bln private markets initiative to provide senior financing to established U.S. middle-market companies. - Private credit focus areas include industrials, services, healthcare and technology.
- Strategic all-stock transaction values Blackion at approximately $13.2 million based on a $275 million pre-money valuation of Electrified Materials Corporation - Acquisition adds experienced management, commercial feedstock origination, battery lifecycle management and customer relationships while accelerating EMCO's growing platform - Combination strengthens EMCO's ability to connect battery feedstocks, processing and advanced refining through ReElement Technologies and other strategic partners
- BlackLine bought NetNow, adding AI-enabled B2B customer onboarding and credit risk management capabilities to its invoice-to-cash offering. - The deal extends BlackLine further upstream in the customer financial lifecycle, covering credit applications, trade references, risk assessment, fraud detection, and ongoing credit monitoring. - BlackLine said the acquisition adds customer and credit risk intelligence to its Agentic Financial Operations strategy; financial terms were not disclosed.
- Microchip closed its acquisition of Hailo, adding edge AI accelerators, vision processors, robotics processors and AI software to its semiconductor portfolio. - Terms were not disclosed, and Microchip said the deal is not expected to have a material impact on financial results. - Hailo brings more than 100 customers and a developer community of over 10,000 users, expanding Microchip's edge AI and machine vision capabilities. - Microchip said it will continue supporting Hailo's existing products, software environment and customer engagements.
- The Company announced that the Company repurchased 314,349 shares of MSGE Class A common stock at an average price of $79.53 per share for an aggregate purchase price of approximately $25 mln from September 11, 2026 through September 17, 2026. - The share repurchases were funded using cash on hand. - Since the Company was spun off from Sphere Entertainment Co. in April 2023, the Company has repurchased 6,420,588 shares of MSGE Class A common stock for an aggregate purchase price of approximately $230 mln.
- PepsiCo (PEP) is trading lower today, reaching a new 52-week low and extending weakness that followed its Q2 report in early July. Shares are now down roughly 25% from their 52-week high of $171.48 reached in February. - One particular area of concern in Q2 was North America, where PEP has been working to better align its business with changing consumer trends through affordability investments, brand restaging, and new product innovation. The company showed some encouraging progress in Q1, but momentum softened in Q2, with PepsiCo Foods North America revenue declining 2% as volume was flat, while PepsiCo Beverages North America volume fell 4%. - International performance remains a bright spot, and it was encouraging that PEP reaffirmed its FY26 outlook for 5-7% core EPS growth and 4-6% reported revenue growth. However, management became more cautious on North America, expecting a more gradual recovery, while elevated oil prices and lingering inflation concerns add further uncertainty ahead of its Q3 report on October 8.
The S&P 500 is currently +1.04% (+79.57) at 7730.07, and the information technology sector is an influential driver of that move. Key factors driving today's performance include: - Momentum crowding in the semiconductor industry, with AMD (AMD) and Intel (INTC) both up big on no company-specific news. - NVIDIA (NVDA) CEO, Jensen Huang, downplays AI security fears, saying in a weekend interview that there is 0% chance of the world ending in 2030 because of AI. - Outperformance of cybersecurity stocks - Lower Treasury yields helping to support growth and high-beta stocks Top Gainers - Intel Corp. (INTC 122.59, +13.99, +12.88%): Extends posture above its 50-day moving average (97.09); stock is nearly 60% above its 200-day moving average (77.15) - Advanced Micro Devices, Inc. (AMD 613.02, +53.20, +9.50%): Shares reached a new all-time high, crossing $600 for the first time and pushing its market cap above $1 trillion; stock is 72% above its 200-day moving average - Strategy Inc (MSTR 167.75, +13.83, +8.98%): Bought 950 BTC during the period between September 14, 2026 and September 20, 2026. The company did not sell shares under its at-the-market offering program during that period; getting a nice boost from near 10% gain in Bitcoin today and big moves by other cryptocurrencies - Astera Labs, Inc. Common Stock (ALAB 325.06, +21.81, +7.19%): Back above its 50-day moving average based on the prior close (305.38). - Tower Semiconductor Ltd. (TSEM 238.90, +15.30, +6.84%): Barclays initiated coverage with an Overweight rating and price target of 310. Top Losers - HP Inc. (HPQ 33.08, -1.32, -3.82%): Its preliminary planning assumption calls for industry-wide personal computer unit volumes to decline roughly mid-single-digits in percentage terms in calendar year 2027. - Verisk Analytics, Inc. (VRSK 171.75, -3.66, -2.09%): Trading further below its 50-day moving average based on the prior close (189.30). - Fiserv, Inc. (FISV 46.23, -0.96, -2.03%): Trading below its 50-day moving average based on the prior close (51.87). - Roper Technologies, Inc. (ROP 368.55, -4.19, -1.12%): Slides below its 200-day moving average based on the prior close (373.45). - Sandisk Corporation (SNDK 1775.12, -16.70, -0.93%): Down today but still holding comfortably above its 50-day moving average based on the prior close (1504.20).
The S&P 500 (+1.0%), Nasdaq Composite (+1.6%), and DJIA (+0.4%) are firmly higher late in the morning, with technology and mega-cap stocks remaining at the forefront of the advance. A pullback in oil prices and Treasury yields helped set a favorable tone at the open, with some easing in geopolitical concerns contributing to the move. WTI crude remains down 3.8% at $96.51 per barrel, while the 10-year note yield is four basis points lower at 4.96% The information technology (+1.6%) and communication services (+3.2%) sectors are among the top performers, while the Vanguard Mega Cap Growth ETF (MGK) is up 1.3%. AI-related names continue to provide much of the market's leadership. Meta Platforms (META 712.82, +47.60, +7.16%) is a standout as investors respond positively to recent developments surrounding its AI efforts, while Intel (INTC 124.10, +15.50, +14.27%) and Advanced Micro Devices (AMD 611.46, +51.64, +9.22%) are also among the top-performing S&P 500 components amid strength in semiconductor stocks.
The S&P 500 is currently +1.16% (+89.05) at 7739.55, and the communication services sector is outperforming that move Key factors driving today's performance include: - Enthusiasm surrounding the popular launch of Meta's Muse AI. - Settlement agreement paves the way for Paramount Skydance to complete its acquisition of Warner Bros. Discovery. - Continued outperformance of mega-cap stocks, which includes Alphabet. Top Gainers - Warner Bros. Discovery, Inc. (WBD 30.56, +2.76, +9.92%): Bloomberg reported that Paramount Skydance reached a California settlement agreement, which opens the door for completing its acquisition of WBD. The stock is trading above its 50-day moving average based on the prior close (27.37). - Meta Platforms, Inc. (META 723.04, +57.82, +8.69%): Wells Fargo reiterated its Overweight rating with a target of 796. Investors are also enthused by Meta's AI efforts and specifically the introduction of its Muse AI, which is the top app for free downloads on Apple's app store. - Reddit, Inc. (RDDT 157.24, +6.39, +4.23%): BNP Paribas Exane initiated coverage with a Neutral rating and a price target of 180. The stock is trading below its 50-day moving average based on the prior close (163.79). - Netflix, Inc. (NFLX 73.60, +1.81, +2.52%): Rebounding after a tough day Friday in which it fell 4.7% following a Wells Fargo downgrade (and price target of 57). It is trading below its 50-day moving average based on the prior close (75.72). - Alphabet Inc. (GOOG 352.40, +7.98, +2.32%): The stock is bouncing off its 50-day moving average based on the prior close (343.48). Ireland's Data Protection Commission fined Google 403 million following an inquiry into its processing of location data. Top Losers - Omnicom Group Inc. (OMC 75.23, -1.34, -1.75%): Omnicom Media said H1 2026 new billings reached $3.3 bln, leading the five global media management groups in COMvergence's new business barometer. The stock traded ex-dividend on Friday. - T-Mobile US, Inc. (TMUS 167.13, -1.05, -0.62%): JPMorgan maintained an Overweight rating but trimmed its price target to 260 from 275 - BCE Inc. (BCE 22.06, +0.00, -0.02%): The stock is trading below its 50-day moving average based on the prior close (22.67).
- Titan International entered a definitive agreement to sell its Italtractor ITM undercarriage business to USCO S.p.A., with $207 mln due at closing plus a potential $6 mln earnout tied to 2026 performance. - Titan expects customary closing adjustments tied to ITM's net assets and financial position to add about $23 mln of cash value. - Titan also said it has received or expects to receive $49 mln of ITM dividends, including $38 mln already received and $11 mln expected before closing. - The company said the sale will sharpen focus on its core global wheel and tire operations and strengthen its balance sheet for investment and potential acquisitions.
- Earnings per diluted share for the current quarter were $0.37, compared to $0.51 for the same quarter last year, primarily due to a favorable litigation result last year and an unrelated litigation charge this year. Revenues were $102.0 million for the current quarter, an increase of $3.3 million or 3.3% over the same quarter last year.
- Sullivan will join as Senior VP of Finance and CFO effective Oct. 5, replacing Elias Nader, who resigned effective Sept. 18 to pursue other opportunities. - Sullivan most recently served as CFO of Peraso (PRSO) and previously spent 14 years as CFO of MoSys; he also held CFO roles at 8x8 (EGHT) and Apptera. - QuickLogic said its previously announced third-quarter 2026 guidance remains unchanged during the transition.
- Turning Point Brands named Executive Chairman David Glazek as CEO effective Oct. 1, succeeding Graham Purdy, who is stepping down for personal reasons. - The company said Purdy's departure is not related to any disagreement with Turning Point Brands. - TPB reaffirmed full-year 2026 Modern Oral gross sales guidance of $330 mln to $350 mln and net sales guidance of $260 mln to $270 mln. - TPB tightened full-year EBITDA guidance to $70 mln to $80 mln from $70 mln to $90 mln, citing no expected margin benefit from onshoring until 2027 and prolonged higher freight costs.
- HEI sold about 2.0 mln American Savings Bank shares in ASB's IPO, generating $29.5 mln in net proceeds. - Underwriters hold a 30-day option to buy up to 293,904 additional shares from HEI, which would add about $4.4 mln in net proceeds if fully exercised. - HEI said the sale reduces future capital raises needed for remaining Maui wildfire settlement payments; its remaining ASB stake is 6.4% pro forma and was valued at about $73.5 mln based on ASB's Sept. 18 close. - HEI's remaining ASB shares are subject to a 180-day lockup, with any further monetization to be considered after that period based on market conditions and other factors.
- Old Dominion will implement a 4.9% general rate increase on rates under its ODFL 559, 670 and 550 tariffs effective October 5, 2026. - The increase may vary by customer based on shipment lanes and distance traveled. - The action also includes a nominal increase in minimum charges for intrastate, interstate and cross-border lanes. - Old Dominion said the increase is intended to help offset cost pressures tied to real estate, equipment, technology, and wages and benefits.
- Vishal Garg's group said holders of more than 46% of Better Home & Finance voting power have submitted written consents supporting its effort to remove five directors. - The solicitation seeks to remove Daniel Lewis, Harit Talwar, Arnaud Massenet, Bhaskar Menon and Prabhu Narasimhan from the board ahead of an Oct. 2 target date. - Garg said the group is nearing the majority of outstanding voting power needed for the proposals to pass. - The release said the three named director candidates have only expressed willingness to serve; no agreement has been reached and a successful solicitation would not automatically appoint them.
- AIR Limited's wholly owned subsidiary launched a U.S. dollar-denominated Rule 144A/Reg S senior unsecured notes offering. - Notes will be guaranteed on a senior basis by AIR and certain issuer subsidiaries; interest rate, offering price and other terms will be set at pricing, subject to market conditions. - AIR expects to use proceeds to repay amounts outstanding under its term loan and revolving credit facilities, including related interest, premiums, fees and expenses, with any remainder for general corporate purposes. - The company said there is no assurance the offering or the planned use of proceeds will be completed.
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- Goldman Sachs & Co. LLC, Morgan Stanley, J.P. Morgan, Allen & Company LLC, and Jefferies are acting as joint lead book-running managers for the proposed offering. BofA Securities, Barclays, and Wells Fargo Securities are acting as joint book-running managers. - Citizens Capital Markets, KeyBanc Capital Markets, and Guggenheim Securities are acting as book-running managers. Canaccord Genuity, Needham & Company, Raymond James, Rothschild & Co, Truist Securities, and William Blair are acting as additional book-running managers.
- CEO shareholder letter said Lakewood-Amedex is preparing to start a Phase 2a trial of Nu-3 Gel in infected diabetic foot ulcers. - Company cited positive preclinical safety and tolerability data supporting 2%, 5% and 10% dose selection, with low systemic exposure and no interference with wound healing. - Lakewood-Amedex also pointed to a recent Nasdaq listing and a $7.5 mln private placement as balance-sheet support for clinical advancement. - David G. Armstrong was named Study Chair and Scientific Advisor; the company said its IP portfolio now stands at 72 granted patents and 29 pending patents.
- Bought 950 BTC during the period between September 14, 2026 and September 20, 2026
- The lead underwriters on the IPO are JP Morgan, Morgan Stanley, TD Cowen, UBS Investment Bank, and LifeSci Capital.
The net proceeds from the convertible bond offering are intended to be used for general corporate purposes.
- Incyte expanded its existing partnership with Specialised Therapeutics to cover the registration, commercialization and distribution of Opzelura (ruxolitinib 1.5% cream) in Australia. - Incyte will remain responsible for development and manufacturing, while Specialised Therapeutics will handle Australian regulatory submissions, medical affairs, marketing and distribution. - Opzelura is a topical JAK inhibitor approved in the U.S. for non-segmental vitiligo in patients aged 12 and older and certain patients aged 2 and older with mild-to-moderate atopic dermatitis. - Specialised Therapeutics plans to advance Australian regulatory and reimbursement submissions in due course; the expanded agreement builds on the companies' partnership established in 2021.
- Meetric has also joined Crexendo's Ecosystem Vendor Program, expanding the AI-powered services available to Crexendo's more than 250 platform licensees. - Meetric extends conversation analytics beyond the phone system to video meetings, team chat, email and in-person conversations, and AI finds what matters in each one, turning it into summaries, follow-ups and CRM updates, giving teams a single real-time view of the deals, projects and relationships that matter most across every channel their business runs on.
- Einride will adapt NVIDIA's DRIVE Hyperion platform for heavy-duty trucking as it pushes further into highway and suburban autonomous freight. - The companies will work to extend Hyperion's compute, sensor, software and safety architecture for heavy-duty freight; Einride said the next generation of its Einride Driver will be built on the platform. - Einride said it already operates autonomous trucks in contracted customer deployments and expects its electric fleet footprint to scale to 1,500-2,000 vehicles by 2028 based on demand captured on its platform. - Einride also plans to use NVIDIA Blackwell infrastructure and NVIDIA Cosmos in its AI workflow to train, test and validate autonomous-driving models.
- Deep Fission is collaborating with private driller Youngquist Brothers to evaluate and test deep, large-diameter borehole drilling and construction methods for its underground reactor model. - The companies on Sept. 3 completed an equipment demonstration in Fort Myers, lowering and retrieving a 30-inch full-size prototype reactor canister in a 34-inch borehole to about 100 feet. - Youngquist said it has drilled large-diameter boreholes to depths of more than 8,000 feet, experience Deep Fission aims to adapt for roughly one-mile underground deployment. - Deep Fission said it is targeting commercial deployment as early as 2027, though the release framed that timing as forward-looking.
- Kodiak AI and PrePass are integrating Enhanced Inspection data from Kodiak's autonomous trucks into state roadside screening and enforcement systems. - Initial rollout starts in Texas and Louisiana, with the companies positioning the framework for broader U.S. driverless trucking deployment. - The setup lets enforcement personnel verify inspection information, authorize bypass and issue instructions through established PrePass systems. - Kodiak said the collaboration supports its plan to launch driverless commercial vehicle operations on public highways by year-end.
- AbbVie entered a multi-year collaboration with Iambic to speed discovery and development of small molecule therapies in immunology, neuroscience and oncology. - The companies will use Iambic's AI platform, including Enchant v3 and NeuralPLexer, to optimize multiple candidate properties at once and test drug design hypotheses at scale. - AbbVie said the effort targets both first-in-class and best-in-class programs. - Iambic will receive an upfront payment and is eligible for milestone payments and tiered royalties on net sales from products generated under the collaboration.
Journey Home is designed to help consumers prepare financially, purchase a home, and manage the transition into homeownership.
- REVOLVE and Donatella Versace are launching a joint venture to build an independent beauty and fashion business aimed at a new generation of consumers. - Donatella will serve as chief creative officer, while REVOLVE will provide digital commerce, technology, consumer intelligence, operations, marketing and community capabilities. - The venture is set to launch initially in the U.S., Latin America, Asia-Pacific and the Middle East, with additional markets possible over time. - The first launch will begin in beauty, with the venture's name, creative vision and debut plans to be revealed in the coming months.
- Teradyne introduced Iris 100, a production-ready optical test platform for microLED devices used in AR microdisplays and optical interconnects for AI data centers. - The system measures every emitter in an array and integrates with Teradyne's UltraFLEXplus platform for combined optical and electrical test. - Teradyne said Iris 100 supports wafer and final test, using spectrometer and camera-based measurements plus parallelization and image-processing algorithms to handle arrays with millions of microLEDs. - The launch expands Teradyne's photonics test portfolio following Photon 100 earlier this year and its 2025 acquisition of Quantifi Photonics.
- LG Display introduced a 24.5-inch Gaming OLED panel with a 720Hz refresh rate and 0.02 ms response time, targeting the esports monitor market. - The company said the panel is the first OLED panel tailored specifically for esports and is now in mass production. - LG Display said the panel uses a proprietary algorithm to maintain 720Hz performance at FHD resolution and reduce motion blur and ghosting. - The panel has first been applied to ASUS's ROG Swift OLED PG259QWS Ace, which was selected as the official esports monitor for PGL CS2 Major Singapore 2026.
- Rocket Lab successfully launched Synspective's 12th StriX Earth-observation satellite into a 572 km low Earth orbit from Launch Complex 1 in New Zealand. - The mission was Rocket Lab's 96th Electron flight and 17th launch of 2026, extending its multi-year launch partnership with Synspective with a 100% mission success record. - Rocket Lab said Electron's Kick Stage delivered the satellite directly into its target orbit with pinpoint accuracy. - The company said 15 additional dedicated Electron missions for Synspective are manifested through the end of the decade.
- Novo Nordisk outlined its 2030 strategic ambitions at its Capital Markets Day, targeting more than five multi-blockbuster launches by 2030 and more than DKK 150 bln in pipeline sales by 2035. - The company plans at least five Phase III programs in obesity and diabetes and at least five additional Phase III programs across other therapeutic areas as it seeks to grow and diversify its pipeline. - Novo targets 2026-30 revenue CAGR in line with industry peers and plans to scale capacity to serve 10x more people with obesity using oral GLP-1 therapies, while reaching more than 60 mln patients globally by 2030. - The company expects to maintain a broadly stable operating margin while continuing to provide an attractive dividend per share.
- Sunshine Silver added about 14,100 acres in Idaho's Silver Valley, lifting its consolidated mineral rights position to roughly 38,000 acres. - The company is starting a multi-year, district-scale surface drilling program totaling about 45,000 meters across the expanded land package. - Initial drill-ready targets are East Sunshine, Rock Creek and Pine Creek, with surface drilling expected to begin in 4Q. - Management said the 2025 reconnaissance program included 322 man-days of fieldwork, 128 rock samples and 2,935 soil samples that helped identify targets.
- Metallurgical test work completed to date has demonstrated strong gold, silver, copper, and tungsten recoveries using conventional processing methods. Apollo's processing strategy is designed around the distinct distribution of metals within the deposit. - Higher-grade copper and tungsten mineralization is concentrated within defined sub-domains, predominantly within the Indicated portion of the Mineral Resource, while the broader deposit is predominately gold and silver with low copper and tungsten grades. Accordingly, the Company expects copper and tungsten production to come primarily from these higher-grade sub-domains, while the balance of the Mineral Resource will be processed through a conventional cyanidation circuit for gold and silver.
From September 21-27, CN Police Services and CN employees will be engaging with communities across North America to mark Rail Safety Week and reinforce a simple but critical message: safety around railway tracks and crossings is a shared responsibility. Together they will work to raise awareness about the dangers of trespassing on railway property and ignoring signals at crossings. These unsafe behaviors can have devastating consequences, but they are also preventable when we all do our part.
CN Police Officers Engage with Communities Across the United States to Raise Awareness and Save Lives
- Wayfair unveiled a new brand platform and campaign centered on home-focused customer moments, debuting Monday Night Football with Matthew Stafford and family. - The company said it is increasing advertising investment across football-broadcast networks to five times its previous spend. - Wayfair also will sponsor and outfit the set for CBS Sports' Sunday morning football pregame show and sponsor Bleacher Report's B/R NFL Draft Live in April 2027. - The platform highlights Wayfair Verified, Wayfair Rewards and the company's logistics network as core parts of the customer pitch.
- Falcon Router is a new life-sciences-specific agent that identifies and routes potential adverse event reports, product quality complaints and medical inquiries to the appropriate teams. - The initial rollout targets email and web intake, including Veeva Ostro, with routing into Veeva Safety, Veeva QMS, Veeva MedInquiry or designated inboxes. - Veeva said the product is designed to automate triage and routing without manual reconciliation for biopharma customers of all sizes. - Early adopter availability is planned for January 2027 as part of Veeva's Falcon Agent Suite.
- Fastly introduced AI Runtime Control, AI Firewall and new API Security capabilities aimed at governing AI model access, protecting AI applications and controlling agent access to enterprise APIs. - AI Runtime Control routes model calls through a single endpoint with visibility into token spend, rate limiting, budget controls and failover. - AI Firewall is designed to mitigate LLM-based attacks including prompt injection by evaluating prompts in the request path before they reach models. - Fastly said the new tools are now available and extend its Fastly for AI portfolio on the same platform used for content delivery and security.
- Agilent introduced 4150 TapeStationDx, 4200 TapeStationDx and TapeStationDx software for regulated clinical lab workflows. - The CE-IVD-labeled systems are designed for standardized, traceable DNA and RNA quality control before clinical next-generation sequencing. - 4150 supports 1-16 samples and 4200 supports 1-96 samples, with automated QC in about 1-2 minutes per sample. - Available in the U.S., Canada and select European markets; software includes audit trails and electronic signatures to support 21 CFR Part 11 and EU Annex 11 compliance.
- New service lets enterprise customers buy connectivity in minutes and scale bandwidth up or down as AI, cloud, and business needs change. - Lumen said the offering combines digital controls through Lumen Connect or APIs, term-based pricing, and built-in security features including DDoS Essentials and Lumen Defender. - Available now at more than 10 mln U.S. business locations, with bandwidth scalable up to 100 Gbps on Lumen's global internet backbone.
- AMC commenced a cash tender offer for all outstanding 7.500% senior secured notes due 2029 at $1,009.70 per $1,000 principal, plus accrued and unpaid interest. - The notes have $359.96 mln principal outstanding; the offer expires Sept. 30, 2026, with settlement expected Oct. 5, 2026, unless extended or terminated earlier. - The tender is conditioned on debt financing, including a contemplated private offering of new first-lien notes, with at least $3.97 bln of aggregate gross proceeds. - AMC said it intends, but is not obligated, to redeem untendered notes around Feb. 15, 2027 at 100% of principal plus accrued interest; no assurance was given that redemption or discharge will occur.
- Talent Autopilot combines ZoomInfo's professional and company data with autonomous candidate discovery and engagement tools for recruiting teams. - The product is designed to find candidates beyond title- and keyword-based searches by reasoning across skills, experience, career paths, and company intelligence. - Recruiters can refine results with natural-language feedback, manage candidates, personalize outreach through Gmail or Outlook, and work alongside existing applicant tracking systems. - ZoomInfo said recruiters remain in control of candidate selection and outreach.
- Instacart introduced new software for grocers and CPG brands that creates a real-time digital view of store shelves down to individual products. - The company said its network of about 600,000 shoppers visits stores across North America more than 15 times per store per day on average, generating over 10 mln unique data points daily. - Retailers will use Inventory Intelligence to view aisle-level shelf performance, stocking and merchandising changes, while brands get a Store Excellence Portal with daily store-level shelf, lost-sales, and substitution data. - Instacart said the tools also draw on more than 1.6 bln lifetime orders and shelf imagery captured by shoppers and Caper Carts powered by Arpalus computer vision technology.
- RetailMeNot started App Week, a Sept. 21-27 promotion in its RetailMeNot Rewards app with exclusive cash back offers across seven shopping categories. - The company said the new app launched in August, and buyers have placed 27% more orders with RetailMeNot merchant partners since the debut. - Daily category spotlights span home, travel, electronics, beauty, fashion, pets, and sports, with offers remaining available throughout the week. - Featured offers include cash back from retailers such as Home Depot, Lowe's, Target, Walmart, Expedia, Booking.com, Best Buy, Ulta, Nike, Chewy, and Petco.
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- Dell introduced a new 13-inch XPS Googlebook aimed at Android users, expanding the premium XPS line onto Google's Googlebook platform. - The laptop uses Qualcomm's Snapdragon X Elite processor, supports up to 32GB LPDDR5X memory, and includes an NPU for on-device AI processing. - Dell said the device weighs 2.2 lbs, is 12.7mm thin, has a 2.5K InfinityEdge touch display, and delivers up to 16 hours of Netflix streaming on a charge. - U.S. pricing starts at $999; the XPS Googlebook is available today through Best Buy, Google Stores, and Dell.
- The new 5,630-square-foot Odessa, Texas store is open 24 hours and extends Yesway's Texas buildout under the Allsup's banner. - The location includes 10 multi-product fuel dispensers, five diesel lanes and 11 truck parking spaces, targeting local customers, travelers and professional drivers. - Yesway said the store offers Allsup's food items, private-label snacks, everyday essentials, a beer cave, ATMs and Western Union services.
- The investment reflects Stagwell's commitment to uncover and build innovative technologies that help organizations unlock growth, improve operational efficiency, and create more meaningful customer relationships. Built for the hospitality ecosystem, Intreego helps restaurants, bars and retailers digitize menus, launch targeted promotions, engage customers and unlock actionable performance insights. - Designed to maximize the value of every customer interaction, the platform enables hospitality operators to launch AI-powered digital experiences in minutes, driving operational efficiency, personalization and measurable growth through real-time insights and point-of-sale activation.
- Ameriprise rolled out a new national advertising campaign under its Advice Worth Talking About platform, centered on advisor-led planning and brand credibility. - The campaign includes three TV spots and will run across broadcast, cable, streaming, digital, social media and podcast channels nationwide. - Ameriprise said the effort is designed to support advisor recruiting and client acquisition by boosting brand awareness and trust. - Release cites more than 10,000 financial advisors, a 4.9/5 client satisfaction rating and a TIME ranking among America's Most Iconic Companies.
- ADM said it plans to market carbon removal credits tied to the carbon capture facility at its Columbus, Nebraska corn complex, with more than 800,000 tons of annual removal capacity. - The company said Columbus is the world's largest bioethanol carbon capture facility and that the credit offering is expected to be among the largest of its kind. - Credits are being certified and issued by Puro.earth under its geologically stored carbon methodology; initial issuance is expected by year-end pending audit completion. - If certification and verification are completed, ADM said the project would begin a 15-year crediting period; captured CO2 is transported for permanent storage through Tallgrass' sequestration system.
- Morgan Stanley Investment Management said its 1GT private climate equity strategy led a €49 mln Series E financing round for Amber Electric. - The funding is earmarked to support Amber's growth and expansion in Europe following a recent partnership with E.ON. - Amber operates an energy flexibility platform focused on household batteries, EVs and rooftop solar, and says it holds more than 50% share of Australia's automated battery market. - E.ON also participated in the round.
- AstraZeneca's Alexion received a positive CHMP opinion recommending Klygefa (gefurulimab) as an add-on to standard therapy for adults with anti-AChR antibody-positive generalized myasthenia gravis in the EU. - The recommendation is supported by the Phase III PREVAIL trial, where Klygefa met its primary endpoint with a statistically significant improvement in MG-ADL score versus placebo at week 26 (treatment difference -1.6; p<0.0001), with improvement observed as early as week one. - If approved, Klygefa would become the first and only dual-binding nanobody C5 inhibitor for gMG in the EU, offering once-weekly subcutaneous self-administration; it was generally well tolerated with a safety profile consistent with other C5 inhibitors. - Klygefa is already approved in Japan and other countries for certain adults with gMG, while regulatory applications based on PREVAIL are under review in the U.S., China and additional markets.
- AstraZeneca and Daiichi Sankyo (DSNKY) received a positive CHMP opinion recommending Enhertu (trastuzumab deruxtecan) as adjuvant monotherapy for adults with resected HER2-positive breast cancer who have residual invasive disease following neoadjuvant treatment. - Phase III DESTINY-Breast05 showed Enhertu reduced the risk of invasive disease recurrence or death by 53% versus T-DM1 (HR 0.47; p<0.0001), meeting the study's primary invasive disease-free survival endpoint. - At three years, 92.4% of Enhertu-treated patients were alive and free of invasive disease versus 83.7% with T-DM1; the safety profile was consistent with the drug's established profile with no new safety concerns. - Enhertu is already approved in the U.S. and other countries for this adjuvant setting and is jointly developed and commercialized by AstraZeneca and Daiichi Sankyo.
Marvell Technology, Inc. (NASDAQ: MRVL), a leader in data infrastructure semiconductor solutions, today announced industry-first 2nm optical interconnect demonstrations that advance the next generation of AI data center connectivity. The technologies will be showcased at the European Conference on Optical Communication (ECOC) 2026, September 20--24, 2026, in Mlaga, Spain, underscoring how Marvell continually delivers new waves of advanced connectivity solutions to scale AI infrastructure.Click here for full release.
- SEALSQ Corp., WISeKey and the Canton of Jura signed an MoU to establish a Swiss Post-Quantum Semiconductor and Cybersecurity Center, with an indicative investment of CHF 40-60 mln over six years. - The proposed center would provide semiconductor design, personalization, testing and secure provisioning capabilities, centered initially on SEALSQ's QS7001 Quantum Shield and expanding progressively into ASIC design. - The public-private project is expected to be financed primarily by SEALSQ, WISeKey, private investors and industrial partners, with the Canton evaluating potential support; the initiative targets roughly 40 direct jobs within two years, 150 by year five and more than 250 by year eight. - The parties will now develop a detailed business plan, select a site and structure financing before moving toward an implementation framework; the project builds on the EUR 40 mln Quantix Edge Security center being developed by SEALSQ and WISeKey in Spain.
- Semtech Corporation announced full production availability of its mobile transport portfolio enabling 50G fronthaul for 5G-Advanced radio deployments, with products now shipping in volume. - The portfolio supports 10 km duplex, 15 km bidirectional and WDM/longer-reach optical links using Semtech's GN2255, GN2255S and GN2256 CDRs paired with its GN1700TI transimpedance amplifier. - Semtech is targeting growing fronthaul capacity requirements driven by cloud-assisted AI applications, with industry forecasts pointing to a 3x-5x increase in uplink capacity needs as devices increasingly offload AI inference to the cloud. - The portfolio supports emerging 50G radio architectures from equipment vendors including Ericsson and Nokia and is designed to scale from current 5G-Advanced deployments toward 6G through 2030.
- Petrleo Brasileiro S.A. - Petrobras said its board approved participation in Brazil's new economic subsidy program for diesel producers and importers, providing a subsidy of R$1.00 per liter of road-use Grade A diesel. - The subsidy will initially apply for 30 days and may be extended for another 30 days, with Petrobras' participation subject to publication and review of the remaining regulations required to implement the program. - The new benefit is cumulative with Petrobras' existing R$1.12-per-liter diesel subsidy under Provisional Measure No. 1,363/2026 and does not affect subsidies already owed to producers or importers. - Petrobras said participation does not alter its commercial strategy, which remains focused on market share, refining optimization and sustainable profitability while avoiding immediate domestic price pass-through from temporary commodity and foreign-exchange volatility.
- Petrleo Brasileiro S.A. - Petrobras received a R$448 mln installment under Brazil's economic subsidy program for gasoline sales. - The payment covers gasoline sold from July 16 through July 31 under Provisional Measure No. 1,358/2026. - Petrobras said cumulative receipts under economic subsidy programs for diesel, gasoline and LPG have now reached R$9.9 bln. - The company provided no additional financial impact, guidance or timing for future subsidy payments.
- Lumentum Holdings Inc., Qualcomm Technologies and Corning will demonstrate a high-density optical die-to-die interconnect architecture at ECOC 2026, combining Lumentum's VCSEL platform, Qualcomm's D2D interface technology and Corning multimode fiber connectivity. - The proof of concept uses 32 Gb/s NRZ optical channels and is designed to deliver roughly 1 Tb/s/mm of shoreline bandwidth density, with a path toward approximately 4 Tb/s/mm through higher lane rates and increased channel density. - Lumentum's 1060 nm VCSEL optical engine provides approximately 10 Tb/s of aggregate transmit and receive capacity, targeting low-power, low-latency connectivity spanning tens of meters for AI scale-up architectures. - The architecture is designed for future co-packaged and near-packaged optics implementations, including emerging D2D interfaces such as UCIe, as AI systems push bandwidth requirements beyond the practical limits of electrical interconnects.
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Additionally, the Company is not aware of any transaction in the Company's CPOs carried out by any member of its Board of Directors or any of its Relevant Officers, and it did not carry out transactions under its share repurchase program. In the event that, after making a more exhaustive review, additional information is identified in this regard, this information will be disseminated by these means and in accordance with regulatory requirements.
With the current information available to the issuer, it is not aware that any of the members of its Board of Directors or any of its relevant executive officers participated in such trading movements; additionally, the repurchase program did not operate during this period. If any supplementary information exists, it will be disclosed to the market in a timely manner. OMA reiterates its commitment to inform the market of any relevant event that occurs in the future.
Pursuant to the NCIB, MDA Space is entitled to purchase for cancellation up to 8,106,539 common shares ("Shares") over a 12-month period, representing approximately 5% of the issued and outstanding Shares as of September 11, 2026, being 162,130,797.
- The Phase I exploration drilling program comprised 41 diamond drillholes across regional target zones and confirmed that multiple tungsten-rich zones exist beyond the historical mine footprint. Notably, many of these targets warrant follow-up drilling and are detailed further below. - The ongoing Phase II resource drilling program is planned to include approximately 46 diamond drillholes, of which 28 have been completed to date. The program is designed to test the continuity, thickness and grade of mineralization around and beyond the historical underground workings, and to generate the data needed to support the potential definition of an initial Mineral Resource estimate at Tempiute. - On the strength of the results for the first four Phase II holes reported herein, together with visual observations from a further 24 drillholes awaiting assay, the Company has decided to commence a rehabilitation program to safely access the underground historical workings. This will allow underground drill rigs to be mobilized, providing improved access to further delineate Phase II target areas and prepare the Project for the stages that follow including, subject to further drilling and evaluation, mine development and operations.
- The updated VF 8 is now on sale in the U.S., with ECO and PLUS trims starting at $40,400 and $45,600. - VinFast said the 2027 model adds new ADAS features including Automatic Emergency Stop Assist, Rear Automatic Emergency Braking, Intersection Assist, Auto Lane Changing Assist, and Evasive Steering Assist. - The vehicle will be displayed and available for purchase starting in September at authorized dealerships in key markets including Chicago, Orlando, and San Diego. - VinFast is also offering U.S. purchase incentives including 0% APR financing for up to 84 months and leasing options.
VANCOUVER, BC, Sept. 21, 2026 /CNW/ -- Trilogy Metals Inc. (NYSE American: TMQ) (TSX: TMQ) ("Trilogy Metals", "Trilogy" or the "Company") announced today that the U.S. Army Corps of Engineers ("USACE") has published a Notice of Intent ("NOI") to prepare an Environmental Impact Statement ("EIS") for the Company's flagship Arctic Project in northwestern Alaska's Ambler Mining District. Publication of the NOI formally initiates the environmental review of the project under the National Environmental Policy Act ("NEPA") and launches the public scoping phase. The high-grade Arctic Copper-Zinc-Lead-Gold-Silver Project is being advanced by Ambler Metals LLC ("Ambler Metals"), Trilogy's 50/50 joint venture with South32 Limited (ASX, LSE, JSE: S32; ADR: SOUHY).Click here for full release.
- Japan's MHLW approved KEYTRUDA QLEX for subcutaneous use across all indications in Japan already approved for intravenous KEYTRUDA. - The product, to be marketed in Japan as KEYJECT, can be administered in about one minute every three weeks or two minutes every six weeks. - Approval was based on the Phase 3 MK-3475A-D77 trial, which showed comparable pharmacokinetic exposure to IV KEYTRUDA; descriptive analyses showed similar ORR, PFS, and OS. - Merck said KEYJECT is the first and only subcutaneous immune checkpoint inhibitor approved in Japan; berahyaluronidase alfa was developed and manufactured by Alteogen.
- False Caney Well: The Company finished drilling the lateral of the Lovina 8-5-1HF well (99.9% WI) and is anticipating beginning fracture stimulation of the 1.2-mile lateral early in the fourth quarter. - The board of directors of the Company has approved the renewal of its normal course issuer bid (the "Bid") to purchase up to an aggregate of 1,797,574 common shares ("Shares"), being approximately 5% of the total number of 35,951,495 Shares issued and outstanding as at September 18, 2026, through the facilities of the Nasdaq Capital Market (the "Nasdaq"). The actual number of Shares which may be purchased pursuant to the Bid will be determined by management of the Company.
- Seer said President, CFO and Treasurer David Horn will leave effective October 1, 2026, to pursue an opportunity at a private company. - Charles Endweiss, currently Vice President of Financial Planning & Analysis, will become treasurer, principal financial officer and principal accounting officer on October 1. - Endweiss has served in his current role since January 2021. - Before joining Seer, Endweiss was Head of Business Operations, Oral Health at private company Carbon from August 2017 to January 2021.
- Anterix said Apple's new iPhone 18 Pro and iPhone Duo are the first iPhone models able to operate on dedicated private LTE networks using Anterix 900 MHz spectrum. - The devices support Band 106 licensed 900 MHz spectrum used in mission-critical private wireless networks. - Anterix said the addition broadens device options for critical infrastructure operators across field communications, operational applications, video and situational awareness. - The release did not disclose financial terms or a commercial agreement with Apple.
- Alkermes reported positive topline Phase 1b results for ALKS 7290, with dose-dependent, clinically meaningful improvements on exploratory ADHD symptom measures in adults. - The study was not designed or powered to detect statistically significant differences between treatment groups. - At day 14, median AISRS total score reductions were 14.0 points at 20 mg and 19.0 points at 50 mg; median CGI-S reductions were 1.0 and 2.0 points, respectively. - ALKS 7290 was generally well tolerated at all doses tested, and a Phase 2 study in adults with ADHD is enrolling with data expected in 2027.
- Omnicom Media said it was awarded $3.3 bln in new billings in H1 2026, topping the five global media management groups in COMvergence's new business barometer. - Total new business was $3.15 bln, with PHD ranked No. 1 globally and Hearts United and OMD also placing in the top five. - On a net new business basis, PHD, Hearts United and Initiative took the top three global positions, according to the report. - Wins cited included Adidas, Bloomberg, IBM, Royal Caribbean International, Roku and Major League Soccer, along with multiple regional account gains.
Macro Related: - President Trump threatens an attack on Iran but says he is open to meeting Iran's president at this week's United Nations General Assembly. CNBC - President Trump to meet with Ukraine President Volodymyr Zelensky in New York on Tuesday, according to Axios - President Trump will be announcing, in the near future, the AI 'Czar.' Truth Social - Treasury Secretary Bessent labeled his meeting with Chinese Vice Premier He Lifeng as "successful" ahead of the September 24 Trump-Xi meeting. CNBC - Houthis launched a weekend attack on Riyadh. Reuters - Saudi Arabia managed to export nearly 3.0 million barrels of oil per day the last six days via the Strait of Hormuz. Oilprice.com - CNN, MSNOW and Politico to sue over White House access. CNN Stock Specific: - Accenture (ACN) partners with Anthropic on embedded AI safety evaluators - Alphabet (GOOG/GOOGL): Gemini hacked other companies during cybersecurity testing. WSJ - Anthropic IPO likely to happen in November, as opposed to October. WSJ - Eli Lilly (LLY) and Novo Nordisk (NVO) being sued over allegations that GLP-1 patients have increased risk of vision loss. WSJ - Ethan Allen (ETD) launches formal CEO search, plans to name Farooq Kathwari successor by June 2027 - OpenAI anticipates cash burn rate of nearly $280 billion by end of 2030. FT - Paramount Skydance (PSKY) in settlement talks with states as it aims to secure approval for its acquisition of Warner Bros. Discovery (WBD). Reuters - Volkswagen's (VWAGY) Porsche business proposing an additional 4,000 job cuts. Reuters - Walt Disney (DIS) saw a 3% increase in park attendance in most recent quarter, helped by promotional activity. WSJ
- Priority Technology entered a definitive agreement under which an investor group led by Chairman and CEO Thomas Priore will buy the shares it does not already own for $8.05/share in cash. - The all-cash deal implies about $1.6 bln enterprise value and represents a 38% premium to the Sept. 18 close and a 65% premium to the unaffected Nov. 7, 2025 close. - The special committee unanimously recommended the deal, and the board approved it after negotiations that the company said lifted price terms by more than 30% from the initial proposal. - The transaction has equity backing from Searchlight Capital Partners, is not subject to financing conditions, and is expected to close in 1H27 pending regulatory and unaffiliated shareholder approval.
- Pitney Bowes said $46.467 mln aggregate principal amount was validly tendered and accepted in its cash offers for two note series, below the $50 mln maximum tender amount. - The company accepted all $40.765 mln tendered of its 6.70% notes due 2043 and all $5.702 mln tendered of its 5.250% medium-term notes due 2037. - The tender offers expired Sept. 18 at 5:00 p.m. ET. - The release did not announce an increase to the maximum tender amount.
- Priority Technology entered a definitive agreement under which an investor group led by Chairman and CEO Thomas Priore will buy the shares it does not already own for $8.05/share in cash. - The all-cash deal implies about $1.6 bln enterprise value and represents a 38% premium to the Sept. 18 close and a 65% premium to the unaffected Nov. 7, 2025 close. - The special committee unanimously recommended the deal, and the board approved it after negotiations that the company said lifted price terms by more than 30% from the initial proposal. - The transaction has equity backing from Searchlight Capital Partners, is not subject to financing conditions, and is expected to close in 1H27 pending regulatory and unaffiliated shareholder approval.
This milestone arrives at a pivotal inflection point for national defense, directly aligning with a sweeping prioritization of space as a primary security frontier. Air Force Secretary Troy Meink spoke at the Air & Space Forces Association's annual conference in Maryland, providing the first-ever public confirmation: "The threat is changing actually faster than thought possible."
- Sunrun and Tesla (TSLA) said their home battery fleets dispatched more than 580 MW of peak power to California's grid on Sept. 9, marking a record distributed power plant event. - The three-hour dispatch involved more than 140,000 home batteries, including 110,000 Tesla Powerwalls and more than 30,000 Sunrun customer batteries from other manufacturers. - The event was coordinated through California's DSGS and ELRP programs at the request of the California Energy Commission and utilities during a heat wave. - Sunrun and Tesla said they could have delivered more than 720 MW in a single dispatch if Sept. 9 and Sept. 10 events had occurred on the same night.
- Halliburton signed memorandums of understanding with Eneva and WESCA to pursue oil and gas development opportunities in Venezuela. - The Eneva agreement covers identifying and pursuing development opportunities and builds on the companies' existing relationship in Brazil. - Under the WESCA agreement, Halliburton will support field evaluation and development planning, including reservoir understanding and subsurface interpretation work. - Halliburton said the deals leverage its nearly nine decades of experience, local bases and operating capabilities in Venezuela.
- Infill hole CECA-26-039-A at Caracol returned 3.05 meters grading 12,494 g/t AgEq, including 0.65 meters at 24,548 g/t AgEq, within the existing inferred resource area. - Sinda said the result came from the Dolores infill program and is expected to be incorporated into its planned year-end 2026 Mineral Resource Estimate update. - Portal activities are advancing at Caracol, with initial site preparation for the planned exploration decline targeted for completion by year-end 2026. - The company is running 16 drill rigs across the district and expects to expand to 18 as Phase 2 targets 122,000 additional meters through the end of 2027.
- Spence joins Lazard's Technology Group in San Francisco to advise defense, security, and other emerging-technology companies on M&A and financings. - He most recently was managing director and global head of venture capital banking at Barclays (BCS), where Lazard said he built the firm's defense-tech and dual-use technology investment banking franchise. - His background also includes senior roles at Guggenheim Partners and Andreessen Horowitz, plus seven years in U.S. national security posts including Deputy Assistant Secretary of Defense for Middle East Policy and the White House National Security Council.
Lenovo 360 Circle is Lenovo's global sustainability community, bringing together channel partners worldwide to collaborate on shared challenges, accelerate sustainability transformation, and turn sustainability ambitions into business opportunities. Through its Allyship program, Lenovo 360 Circle connects partners with leading technology and industry organizations to enable collaboration and provide access to specialized expertise that helps partners accelerate their sustainability goals.
- Bitmine said as of Sept. 20 at 9:00 p.m. ET it held 5,983,940 ETH, 212 BTC, $714 mln of cash and marketable securities, plus other investments, for total holdings of $17.1 bln. - The company said its ETH position equals 4.9% of the 122.1 mln ETH supply; 5,067,309 ETH is staked, valued at about $13.6 bln at $2,688 per ETH. - Bitmine also listed a $105 mln stake in Eightco Holdings and a $180 mln stake in Beast Industries among its other holdings. - Bitmine said it acquired 27,562 ETH over the past week and has bought ETH every week since launching its ETH treasury strategy on June 30, 2025.
- Celanese announced immediate price increases across several acetyl products, subject to contracts and other commitments. - Acetic acid, ethyl acetate, and acetic anhydride each rise by $0.045/lb in the U.S./Canada, $100/MT in Mexico/South America, and €100/MT in EMEA for acetic acid and acetic anhydride, with ethyl acetate up €150/MT in EMEA. - Vinyl acetate monomer rises by $0.06/lb in the U.S./Canada, $150/MT in Mexico/South America, and €100/MT in EMEA.
- HeartBeam said it will not build a large commercial organization around its FDA-cleared arrhythmia product and will redirect most financial and human resources to myocardial infarction detection. - The company will continue limited commercialization of the arrhythmia product for real-world experience and selected customers, but said it will not be the main spending priority. - HeartBeam said its 134-patient ALIGN-ACS pilot completed enrollment in under four months, with full results accepted for presentation at TCT 2026, while the 500-patient HEADSTART-ACS study has passed 75% enrollment. - The company also plans to advance its 12-lead patch toward FDA clearance and pursue commercialization through a strategic partner; management said it is in active discussions with potential partners.
- Oscar Health announced that on September 18, 2026 certain funds affiliated with or advised by Thrive Capital Management, the majority stockholder of Oscar Health, distributed approximately 6.3 million shares of Oscar Health Class A common stock to their limited partners. - The distribution returns capital to the limited partners of Thrive Capital Partners II, L.P., Thrive Capital Partners III, L.P. and Claremount TW, L.P. following a holding period of more than 14 years and does not represent a sale of Company shares by Thrive Capital or Joshua Kushner, founder and CEO of Thrive Capital and Co-Founder and Vice Chair of the Company. - Joshua Kushner informed the Company that he has no plans to sell any shares of Oscar common stock that he holds in his personal capacity. He will remain Oscar's Vice Chairman and controlling shareholder, with no change to his role or personal commitment to the Company. Following the distribution, individuals and funds affiliated with or advised by Thrive Capital, including Joshua Kushner, beneficially own approximately 4.7 million Class A shares and approximately 32.9 million shares of Class B common stock, collectively representing approximately 67% of the combined voting power of Oscar's outstanding common stock.
Filings: - American Battery Technology Co. (ABAT) files $250 million mixed securities shelf offering - Dianthus Therapeutics (DNTH) files mixed securities shelf offering - Empire Petroleum (EP) files $120 million mixed securities shelf offering - Kite Realty (KRG) files for 11,937,690 common share offering by selling shareholders - Nscale (IPOXX) files for IPO; share count and expected price range not yet determined - Quoin Pharmaceuticals (QNRX) files for 9,371,895 ADS offering by selling shareholders Offerings: - Anthropic (IPOXX) shifts planned IPO timing to November from October, according to WSJ - OURA (IPOXX) launches 50 million-share IPO with expected price range of $40-$44 per share
- Kratos and GE Aerospace said the GEK800 turbofan cruise missile propulsion system completed successful ignition testing at Kratos' X-58 facility. - The companies said the Serial Number 1 test starts a new testing campaign and delivered a 100% success rate for this development phase, keeping the program on schedule. - The engine, recently designated F143, is being developed for Department of War long-range stand-off strike requirements. - Kratos said it is preparing for large-volume production of the GEK800 to support advanced cruise missile systems.
- Neugebauer, described in the release as Fermi's founder and largest shareholder, filed an amended Texas Business Court complaint alleging three current directors acted to consolidate control and disenfranchise shareholders. - The complaint challenges shifting explanations for his removal, alleging directors first said he was fired without cause, then disclosed he had departed, and later said he was terminated for cause before removing him from the board. - Neugebauer also alleges the directors adopted bylaw changes that raised shareholder approval thresholds, including a 70% threshold for certain actions and later a change from a plurality of votes cast to a majority of all outstanding shares. - A trial court denied Neugebauer's request for a temporary restraining order, but reserved ruling on his injunction request and reiterated that he is entitled to discovery, according to the release.
- The HP Googlebook 14 is expected to be available at HP.com and Best Buy in October for a starting price of $1,199.99. - Customers will also receive a 12-month Google AI Pro membership at no additional costxx, including expanded access to Gemini, Flow and Gemini Notebook, plus 5 TB of cloud storage.
Nemeth supports continued investment in talent, AI and growth, with operating needs and debt obligations funded. He urges the Board to put excess capital to work under the existing authorization, which had approximately $214 mln remaining at June 30, through a Rule 10b5-1 plan targeting daily purchases of at least 5% of trailing four-week average daily trading volume, with predetermined price and liquidity limits. He asks management to outline its execution plan at the next earnings update and report net share-count reduction after equity compensation.
- SBM26-09 intersected 0.82 meters (2.7 feet) of copper-bearing massive sulfide mineralization on the Black Rock Copper Vein grading 8.20% copper equivalent comprising 6.22% Cu, 207.1 grams per tonne Ag and 0.27% Zn. - The SBM26-09 intersection occurs approximately 30 meters (98 feet) below a historical Anaconda Company unmined copper-silver block identified in Anaconda's 1978 district-wide records. - The Company is currently drilling a follow-up hole from surface to test the extent of copper-silver mineralization in the Black Rock Copper Vein at shallower depths. - The assays reported from SBM26-09 represent rush assay results from the massive sulfide interval. Assays from additional vein systems intersected in the drill hole remain pending and will be reported once received and reviewed.
- Diana Shipping entered a time charter with Dai An Ocean Shipping for the Ultramax vessel m/v DSI Polaris, with commencement expected Sept. 25, 2026. - The gross charter rate is $18,000 per day less a 5.0% third-party commission, versus the vessel's current charter at $12,250 per day less a 4.75% commission. - The contract runs until a minimum of May 1, 2028 and a maximum of June 30, 2028. - Diana Shipping said the employment is expected to generate about $10.37 mln of gross revenue over the minimum scheduled period.
- Amazon said the new investment will support its Delivery Service Partner program and help lift Delivery Associate pay to a national average of nearly $24/hour. - The company said serious crashes across the network fell more than 23% last year after more than $543 mln of safety investments since 2022. - Amazon is rolling out surround-view cameras to 50% of Rivian delivery vans by year-end and adding hazard alerts and weather-based route adjustments in its delivery app. - Amazon also committed $70 mln over five years for community impact initiatives led by DSP owners; AI tools including Wellspring are being used to improve mapping and routing.
- Globalstar finished construction on its expanded Nemea, Greece ground station and has begun commissioning the new infrastructure. - The project added three new six-meter tracking antennas to the three already at the site, doubling Globalstar's ground station infrastructure at Nemea. - The company said the expansion supports its third-generation C-3 mobile satellite system as part of a broader plan for about 90 new tracking antennas across roughly 35 ground stations in 25 countries and territories.
- T-Mobile said it completed what it called the world's first 5G standalone roaming connection with Jio, allowing T-Mobile customers to access 5G SA service while traveling internationally. - The companies said 5G SA roaming can deliver faster speeds, lower latency and more reliable connections for uses including IoT, real-time communications and immersive applications. - Syniverse supported the connection through its global mediation and interconnection platform, which T-Mobile said helps enable secure cross-network interoperability.
- Mastercard, Flybits and Rogers Bank said they completed Canada's first agentic commerce transaction linking an AI shopping platform, card issuer and payments network. - The test used Mastercard Agent Pay, with a Flybits-powered assistant buying an eligible product for a Rogers Red cardholder under validated instructions and preset spending limits. - Mastercard said the effort is aimed at shaping safeguards, governance principles and industry standards for secure, consumer-controlled AI commerce in Canada. - Flybits said future phases plan to add Mastercard Insight Tokens so AI agents can use permissioned consumer insights with consent.
MEO Epoch 2 will provide resilient, space-based missile warning and tracking of ballistic missiles and advanced threats, such as hypersonic glide vehicles, in support of the Space Force's mission. The CDR verifies that the program design meets operational, performance and safety requirements and can advance to the next stage of production.
- The company said the Fort Collins, Colorado investment will add capacity for fast-growing brands including Michelob ULTRA, with new 25-oz can production capability. - The project also increases rail capacity to support transportation and route-to-market operations at the brewery. - Anheuser-Busch will open a technical skills training center at the site, one of 15 planned nationwide, as part of its Brewing Futures initiative. - The $23 mln project is part of Anheuser-Busch's previously announced $600 mln U.S. operations investment plan for 2025 and 2026.
Taking an early look at the options market, we found the following names that may be worth watching throughout the day for further indication of investor expectations given their options volume and implied volatility movement. Stocks seeing volatility buying (bullish call buying/bearish put buying): Calls: - GOOGL Weekly Sept 21 355.0 calls are seeing interest with 12.1K contracts trading vs. open int of 3.3K, pushing implied vol up around 2 points to ~30%. Dell (DELL) launches XPS Googlebook, first XPS laptop built for Gemini Intelligence. HP Inc. (HPQ) announces the HP Googlebook 14. Alphabet: Ireland Data Protection Commission fines Google 403 million following Inquiry into Google's processing of location data. Co is expected to report earnings late-October. Puts: - WBD Weekly Oct 2 20.0 puts are seeing interest with 30.0K contracts trading vs. open int of 50, pushing implied vol up around 1 points to ~20%. Underlying stock is trading higher by 10%. Co is expected to report earnings early-November. Sentiment: The CBOE Put/Call ratio is currently: 0.68, VIX: (14.75, -0.06, -0.41%). September 18 is options expiration -- the last day to trade September equity options. *Please use the Talk to Us link at the top of the page to provide feedback on this comment as well as the OPTNX comments. Data provided by LiveVol.com.
- Borr Drilling (BORR), which owns and operates large offshore oil rigs that energy companies hire to drill wells beneath the ocean, has been seeing some insider buying over the past week. - BORR disclosed that a director purchased 1,150,000 shares last week worth approximately $4.96 mln. - Then this morning, it disclosed that its CEO purchased 45,500 shares at $4.40/sh worth $200K. - These purchases follow an operational update provided on Sep 15 that added visibility to its near-term revenue outlook, with the Odin now generating dayrate revenue in the Americas and new commitments secured for the Idun and Bestla.
- By continuously delivering medicine into the eye through the Contivue refillable implant, Susvimo is the first and only continuous delivery treatment that offers an alternative to standard-of-care eye injections for nAMD - Susvimo helps people with nAMD maintain their vision with as few as two treatments per year - Data from the Phase III Archway study showed that Susvimo maintained vision equivalent to monthly intravitreal ranibizumab injections - nAMD is a leading cause of vision loss in adults over 60 and affects approximately 1.7 million people across the European Union
- Nasdaq Ventures made a strategic investment in private company Transient, joining lead investor NEXT Investors in the AI governance platform's Series A round. - Transient said Nasdaq is also adopting its technology, which is aimed at bank-grade governance, auditability, and policy controls for enterprise AI in regulated financial markets. - The capital is slated to fund expansion across North America, Europe, and Asia-Pacific, including rollouts in London, Singapore, Tokyo, and Hong Kong.