2026-09-28 · 2026-09 / week-4
Summary: Calidi Biotherapeutics’ NYSE American notice cites June equity below the $4 million threshold, but the same issuer subsequently closed a $1.2 million gross share sale and has until October 21 to submit a plan, w...
2026-09-27 · 2026-09 / week-4
Summary: Generation Income Properties has confirmed that it paid off Loci Capital’s remaining $4.16 million preferred interest, a real reduction in a near-term claim. But the cash came principally from an induced warrant...
2026-09-27 · 2026-09 / week-4
Summary: A fresh 20-patient follow-up found half of an earlier-line CARVYKTI cohort alive and progression-free five years after a single infusion without maintenance therapy. The evidence is clinically meaningful, but it...
2026-09-27 · 2026-09 / week-4
Summary: Holders tendered 93.07% of Sabre’s $1 billion 11.125% secured notes due 2029, crossing the indenture threshold for a planned redemption of the remainder. The $1.35 billion replacement issue is 9.875% secured deb...
2026-09-27 · 2026-09 / week-4
Summary: The FDA approved Mirum’s once-daily Atebrioz for FOP patients aged 12 and older, with U.S. availability expected in October. But the greater-than-$200 million figure management cited is a global peak-sales estim...
2026-09-27 · 2026-09 / week-4
Summary: Select Water agreed to buy Pilot Water for $700 million, citing $120–$130 million of 2027 Adjusted EBITDA and a 2027 contract ramp. The announced 5.6x purchase price to the 2027 midpoint is appealing, but it is ...
2026-09-27 · 2026-09 / week-4
Summary: EquipmentShare’s 32%-of-units OWN fleet creates a material question about possible guarantees and related-party participation, but Blue Orca’s short report is conflicted and the issuer’s Sep. 25 response is broa...
2026-09-26 · 2026-09 / week-4
Summary: Starboard wants Knife River to reach at least 22% Adjusted EBITDA margins by FY2029 and evaluate strategic alternatives. Knife River says it will engage but has not adopted that target or announced a sale proces...
2026-09-26 · 2026-09 / week-4
Summary: BlackBerry’s fiscal Q2 delivered record QNX revenue, positive cash flow, higher FY27 guidance, and an Alloy Kore design win adding more than $100 million to the company’s QNX royalty backlog. But the new award i...
2026-09-26 · 2026-09 / week-4
Summary: Deep Fission’s own June filing says cash after its IPO would not fund the operating plan for the next twelve months, and the planned pilot reactor still needs substantial outside capital.1 That is real equity ri...
2026-09-26 · 2026-09 / week-4
Summary: Host Digital NYSE American: HOST has a signed take-or-pay lease and a newly disclosed post-merger operating plan, but its $1.25 billion headline is 15 years of gross rent, not current cash flow or equity value. ...
2026-09-26 · 2026-09 / week-4
Summary: Kodiak Gas Services has signed a six-year, 76 MW behind-the-meter power contract for a West Texas data center, a concrete order rather than an uncontracted pipeline slide. But the announced 2 GW 2030 target is s...
2026-09-26 · 2026-09 / week-4
Summary: FDA clearance lets Prime Medicine begin clinical testing of PM647; it does not show that the gene editor works safely in people. The first post-announcement regular session reversed the after-hours jump and trad...
2026-09-26 · 2026-09 / week-4
Summary: Nauticus Robotics began trading after a 1-for-6 reverse split on September 25. The split changes the share unit, not the company’s value or cash. The first post-split session opened at $3.23, traded as low as $2...
2026-09-25 · 2026-09 / week-4
Summary: Akamai’s September 24 filing disclosed a seven-year Anthropic commitment of about $11.6 billion, but its own presentation pairs it with roughly $5.5 billion of estimated contract capex, front-loaded before meani...
2026-09-25 · 2026-09 / week-4
Summary: People Inc. withdrew its non-binding $48.30-per-share MGM proposal; MGM fell 10.99% to $33.69 on Sep. 24, then its board reaffirmed a standalone strategy. The withdrawal removes an uncontracted catalyst, not a $...
2026-09-25 · 2026-09 / week-4
Summary: Costco’s FY2026 results were strong, but the new tariff-refund benefit contributed only $0.15 of Q4 diluted EPS. At the September 24 close of $896.48, the stock traded at about 43.5 times FY2026 EPS excluding th...
2026-09-25 · 2026-09 / week-4
Summary: Iridium shareholders approved Rocket Lab’s acquisition, removing the vote condition; 81% of shares entitled to vote supported it. Rocket Lab has also completed the $1.944 billion ATM equity raise intended to fun...
2026-09-25 · 2026-09 / week-4
Summary: Scholastic’s reported Q1 FY2027 adjusted EBITDA fell 14% year over year, but on the company’s sale-leaseback-comparable basis it improved $0.6 million to a $63.6 million loss. Management affirmed full-year guida...
2026-09-25 · 2026-09 / week-4
Summary: Stitch Fix’s FY2027 revenue guide trailed cited consensus after active clients declined again; the first regular session after earnings closed near $2.20, down about 22% on roughly 14 million shares. Yet at that...