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Anthropic reportedly in talks with Blackstone, other PE firms to form AI consulting venture

FCC chair slams Amazon over slow satellite launches after it opposed SpaceX’s data center plan

GlobalFoundries prices secondary offering at $42 per share, plans $300M buyback

Atlassian to cut 10% of workforce to invest in AI and enterprise sales

Middle East conflicts could trigger EU inflation above 3% - report

Asian stocks retreat as oil surges back near $100 per barrel amid fresh Middle East tanker attacks

Microsoft to send next-gen Xbox prototypes to game developers in 2027

LG CNS, Palantir forge strategic partnership to speed AI transformation

GlobalFoundries prices 20M secondary offering at $42; launches concurrent $300M stock repurchase

U.S. targets China, Mexico, EU, and India in massive 16-nation trade probe to rebuild Trump tariffs

Palo Alto Networks boosts share buyback with new $1B authorization

Ibotta expands share buyback program to $400M with new $100M authorization

Google’s GFiber to merge with Astound Broadband, form independent provider

Goldman Sachs hikes oil outlook as Brent hits $100; analysts brace for 'persistent' Hormuz shutdown

Tilly’s signals store expansion and targets 16%–22% comp sales growth in Q1 2026 as turnaround momentum accelerates

Algoma Steel Group GAAP EPS of -C$3.36, revenue of C$455M

Firefly Aerospace soars back to orbit with 'Stairway to Seven' launch

UiPath targets $2B ARR milestone in FY27 as AI adoption accelerates, updates long-term margin goal

Cursor is said to target $50B valuation in new funding round as AI revenue skyrockets

Thursday’s Economic Calendar

Biote projects 2026 revenue above $190M as company expands sales force and invests in tech platform

CuriosityStream outlines licensing revenue to surpass subscriptions in 2026 while advancing AI content partnerships

Netskope outlines $870M–$876M fiscal 2027 revenue target as AI-native platform drives product expansion

Viant projects accelerating 2026 growth with new AI product and major client ramp-up

Fossil outlines $945M–$965M 2026 sales target as turnaround accelerates

CF Industries, Mosaic top S&P leaderboard as Iran war sends fertilizer prices soaring

Elutia outlines launch timeline for NXT-41x in $1.5B breast reconstruction market while strengthening leadership team

Digimarc outlines major 2026 ARR growth and Secure Gift Card ramp amid key tech partnerships

Codexis outlines $72M–$76M 2026 revenue target as ECO Synthesis gains momentum and CDMO partnerships expand

U.S. crude oil powers past $93 on reports of two new Persian Gulf tanker attacks

Exodus signals payment diversification strategy as B2B swap volume hits $416M in Q4

Frequency Electronics signals push toward $100M+ backlog with record Q3 awards and expanding defense contracts

Stitch Fix outlines $1.33B–$1.35B full-year revenue target amid sustained market share gains and robust client engagement

Sprinklr outlines $869M–$871M revenue target for FY '27 as AI platform momentum builds

Petco outlines ‘Reach for the Sky’ strategy, targets up to 1.5% sales growth in 2026 while expanding own brands and fresh food

Guardian Pharmacy Services raises 2026 adjusted EBITDA guidance to $120M–$124M amid IRA transition and strong cash flow

Bumble targets Q2 2026 for tech stack relaunch and projects margin expansion amid product innovation

TechTarget outlines $95M–$100M 2026 adjusted EBITDA target as AI strategy accelerates margin expansion

Transportadora de Gas del Sur plans to spend $3B on Vaca Muerta NGL project

Sonida signals accelerated growth and $1.8B CHP acquisition integration while targeting further margin expansion

Peru OKs environmental study for $3.4B Buenaventura copper project

Here are the major earnings before the open Thursday

Salesforce prices $25 billion senior notes offering

North American Construction Group Non-GAAP EPS of -C$0.14, revenue of C$344.01M

Funko Q4 2025 Earnings Preview

Gambling.com Q4 2025 Earnings Preview

Ollie's Bargain Outlet Q4 2026 Earnings Preview

CPI read: Airfares jumped 7% in February even before the spike in oil prices

Asante Gold announces CEO retirement, appointment of Campbell Baird as COO

Tredegar Non-GAAP EPS of $0.32, revenue of $184.07M