$14.5 Billion Solstice–Element Merger Ends After Shareholder Pushback
Solstice OKs a $500M buyback and reaffirms 2026 guidance.
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Affirm Beats Wall Street as Shoppers Put $14.1 Billion Through Its Platform
Affirm Q4 revenue rose 33% to $1.17B and GMV hit $14.1B, beating estimates. Profit jumped on a tax gain. Next-quarter outlook also topped Street.
IREN’s AI Cloud Overtakes Bitcoin Mining as Impairments Drive a Deep GAAP Loss
IREN added Cohere, Perplexity and Figure AI, plus a multi-year frontier-lab deal.
Gap Lifts Profit Forecast as Namesake Brand Posts 10th Straight Growth Quarter
Gap raised its full-year profit forecast after the namesake brand posted 10% comps growth, beating EPS estimates despite a sales miss.
Marvell Beats Earnings but Stock Falls on Margin Guidance
Marvell posted record $2.74B revenue and beat EPS, yet shares fell after hours as Q3 gross-margin guidance slipped on custom-chip mix.
Generac Stock Slides After Trump Grid-Equipment Order; Wells Fargo Stays Overweight
Investors worry about Baudouin engines in Generac’s 2.25–3.25 MW data-center units. Wells Fargo: mostly standby U.S.-assembled packages.