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EQT offers $4.9B to acquire Australia’s Cleanaway Waste

Valneva GAAP EPS of -€0.35, revenue of €65.84M; reaffirms FY 2026

StubHub raises FY2026 GMS outlook to $10.1B-$10.3B while maintaining adjusted EBITDA of $400M-$420M

Samsonite buys 85% stake in Shay Mitchell’s BÉIS for $178.5M

Michael Burry adds to Molina Healthcare position, cites long-term outlook and political catalyst

Omeros outlines Q3 2026 interest expense of about $6.5M while advancing $287,000 NTAP for YARTEMLEA

AbCellera Biologics prices oversubscribed $200M offering at $9.75/share

Ford to move production of some Lincoln models from China to US: Reuters

Red Robin outlines 2026 adjusted EBITDA guidance of $70M-$73M while advancing $96M refranchising proceeds

Delek Logistics shares dip following pricing of 4M common unit offering at $50.00/share

Apple reportedly in talks to pay publishers to boost AI-powered Siri

Perma-Fix Environmental Services GAAP EPS of -$0.32 misses by $0.01, revenue of $12.89M in-line

Sky Harbour reaffirms $42M-$46M revenue run-rate and $4M-$6M adjusted EBITDA run-rate guidance as it scales construction to 1.2M sq ft

Global Water Resources Non-GAAP EPS of $0.04 misses by $0.01, revenue of $17.8M beats by $1.89M

Biocardia outlines Japan CardiAMP Shonin submission next quarter with approval expected about 12 months later

Dyadic signals 40% transferrin cost reduction as it pursues non-dilutive capital amid going concern disclosure

Nauticus Robotics GAAP EPS of -$2.30, revenue of $0.89M

Ex-Google chief scientist Jeff Dean seeking $10B valuation for new AI startup Discovery Loop: report

Tecogen GAAP EPS of -$0.07 misses by $0.01, revenue of $5.75M misses by $1.55M

Lenovo Group ADR GAAP EPS of -$5.04, revenue of $26.94B beats by $4.5B

Trump signs memo enlisting private sector in cyber operations against foreign crime groups

Harmonic forecasts $505M-$525M 2026 broadband revenue after Q2 results and video sale closing

Duolingo acquires motion design studio Animade

Anthropic reportedly in talks to buy AI startup Decart for $6B

Thursday’s Economic Calendar

Capstone Energy+ outlines refinancing plan ahead of $25.3M exit notes maturity in December 2026

AOSL anticipates $176M September-quarter revenue with advanced computing projected to grow more than 40% sequentially

Spero outlines cash runway into the second half of 2029 following $105M royalty financing

Rio Tinto confirms agreement to secure future of Tomago aluminum plant

Knightscope targets 50%-60% gross margin over time as it plans initial K7 deployments in Q4 2026

Atea outlines peak annual U.S. net revenue potential in excess of $700M with focus on mid-2028 HCV launch

Leslie's withdraws FY2026 guidance while targeting capex well below $20M

Orca Energy Group Inc. declares CAD 0.10 dividend

Vishay Intertechnology declares $0.10 dividend

Pollard Banknote declares CAD 0.05 dividend

Vox Royalty Corp. declares CAD 0.015 dividend

Carpenter Technology declares $0.20 dividend

Winnebago raises quarterly dividend by 2.9% to $0.36/share

Cerebras projects core revenue of $880M-$890M in FY2026 as it targets 60%+ core gross margin

EnerSys raises quarterly dividend by 9.5% to $0.2875/share

Staar surgical plans to end 2026 with well over $200M in cash while shifting 100% of China supply to Switzerland

Fossil signals 2026 net sales decline of 3%-5% and adjusted operating margin of 4%-6% as it expects full-year positive free cash flow

Everest Group declares $2.00 dividend

Coherent outlines path to first $3B-plus revenue quarter by end of fiscal '27 as PhotonLink launch and 6-inch indium phosphide ramp accelerate

Lulu’s outlines $2M-$2.5M 2026 capex plan while board committee explores strategic alternatives

Liftoff forecasts $870M-$880M 2026 revenue as it guides to ~59% adjusted EBITDA margin

Sera outlines 1%-2% Illinois Medicaid penetration in 2027 while targeting 5-7 commercial programs

Journey Medical signals continued ASP gains in 2H 2026 as Emrosi reaches $8.1M and 38% high-quality coverage

FlyExclusive expects $5M-$7M adjusted EBITDA in Q3 2026, supported by Jet.AI integration and fleet modernization

NextEra enters deal with U.S., Japanese governments to fund up to 10 GW of gas-powered generation