Super Micro Co-Founder Charged in $2.5 Billion AI Server Smuggling Scheme to China
US indicts Super Micro co-founder Wally Liaw for illegally diverting $2.5B Nvidia AI servers to China via Southeast Asia, evading export controls. SMCI shares plunge.
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Corcept Director Drops $3.35 Million on 100,000 Shares – Strong Insider Buy Signal
Corcept Therapeutics director Leonard Baker Jr. purchased 100,000 common shares at ~$33 each in open-market buys.
FedEx Raises Full-Year Profit Outlook After Strong Q3 Results, Freight Spin-Off On Track
FedEx (FDX) raised its full-year fiscal 2026 adjusted EPS guidance to $19.30–$20.10 and revenue growth forecast to 6.0%-6.5% after strong Q3 results. Adjusted earnings hit $5.25 per share, beating estimates.
Roche Abandons Emugrobart – Clears Path for Scholar Rock’s Apitegromab to Dominate SMA
Roche halts emugrobart development, clearing path for Scholar Rock's apitegromab to dominate SMA muscle therapy market. Cantor sees multi-billion potential.
Ecolab Closes In on $5 Billion Deal for KKR's AI Cooling Star CoolIT
Ecolab nears $4.5–5B acquisition of CoolIT Systems from KKR, riding AI-driven demand for advanced data-center liquid cooling—up massively from 2023's $270M valuation.
20% of Global LNG Offline – Iran's Missile Barrage Hits Qatar's Energy Heart
Iran's missile strikes cause extensive damage to Qatar's Ras Laffan LNG hub (20% of world supply). Prices soar, Europe & Asia brace for shortages through 2026.