Lumentum Lands Massive Multibillion-Dollar OCS Deal
Executives highlight strong execution and new multibillion OCS pact at OFC 2026—replacing $400M guidance for years of revenue growth in cloud/AI networking.
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Nebius Plunges After Announcing $3.75 Billion Convertible Notes Offering
Nebius stock plunged up to 10% after announcing a $3.75 billion offering of convertible senior notes due 2031 and 2033. The funds will finance data center builds, GPU purchases, and AI cloud expansion.
Solaris Energy Stock Jumps After Landing Huge 900 MW Power Expansion Deal
Solaris Energy Infrastructure announced a 900 MW natural gas turbine expansion and closed a new $300M credit facility. Shares jumped after Barclays raised its price target to $74.
Freshpet Stock Drops as Ads Get Human-Grade Warning from Watchdog
Freshpet (FRPT) agrees to discontinue ads implying "human grade" dog food after The Farmer's Dog challenge and NAD recommendation; FRPT shares fall ~9% amid competition.
Boeing Delays Commercial Profit Turnaround to 2027 Amid Spirit Costs and Delivery Snags
Boeing pushes commercial airplanes profitability to 2027 due to Spirit AeroSystems integration surprises. Q1 margin ~ -7.5%, 737 Max wiring fixes and 787 delays weigh on results.
Mastercard to Acquire BVNK for Up to $1.8 Billion to Bridge Stablecoins and Traditional Payments
Mastercard announced it will acquire stablecoin infrastructure leader BVNK for up to $1.8 billion. The deal connects traditional fiat rails with on-chain payments and stablecoins for faster, interoperable global transactions.