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Activist Jana Partners Takes Stake in Casella Waste, Pushes for Higher Margins

Jana Partners has built a position in Casella Waste and is pressing the company to lift margins to 27% EBITDA by 2029 amid lagging share performance.

Activist Jana Partners Takes Stake in Casella Waste, Pushes for Higher Margins
Credit: Casella Waste
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10/20/2026 · 2:54 PM
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Super Micro Lifts Q1 Revenue Outlook to $18.5–$19.5 Billion on Strong AI Server Demand
Featured/ 10/20/2026 · 5:44 PM

Super Micro Lifts Q1 Revenue Outlook to $18.5–$19.5 Billion on Strong AI Server Demand

Super Micro expects Q1 revenue of $18.5-19.5B, well above guidance, on strong AI server demand. Gross margins also improve to 12-12.5%.

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SpaceX Revenue More Than Doubles to $14.6 Billion as AI Business Surges
Featured/ 10/20/2026 · 4:46 PM

SpaceX Revenue More Than Doubles to $14.6 Billion as AI Business Surges

Elon Musk says SpaceX is in an “inflection moment” across launch, connectivity and superintelligence after AI revenue soared more than ninefold.

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EQT in Advanced Talks to Buy Qiagen in Potential $10 Billion Deal
10/20/2026 · 4:33 PM

EQT in Advanced Talks to Buy Qiagen in Potential $10 Billion Deal

EQT has submitted a binding offer of more than $50 per share for Qiagen in a potential $10 billion takeover. KKR has also bid as shares jump.

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