US Drone Stocks Surge After Trump Imposes Tariffs on Foreign Imports
US drone shares jumped in premarket as Trump imposed tariffs on foreign drones and parts to cut reliance on imports and strengthen national security.
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#Event-Driven Stocks↓
Mobix Labs Acquires SPD to Secure Rare Earth Elements and Expand National Security Platform
Mobix Labs acquires SPD to secure domestic rare earth elements and critical minerals, strengthening its National Security Matters initiative.
Sandisk Outlines Bold AI-Driven Roadmap and Long-Term Financial Model Through 2030
Sandisk shares rose as the company unveiled its AI storage roadmap, BiCS10 & HBF tech, durable deals, and a FY2028-30 plan targeting high teens growth, 80% margins, and 100% excess cash returns.
Bill Ackman Buys Netflix Again – Plus 5 Other Stocks in Biggest Portfolio Shake-Up in Years
Pershing Square adds Netflix, Visa, Mastercard, Alcon, ICE & S&P Global in its largest portfolio shift. Also exits Hertz after a “bungled” offering.
IREN Completes Horizon 1 for Microsoft, Achieves Top NVIDIA Cloud Certification
IREN delivers Horizon 1 AI data center to Microsoft and achieves NVIDIA Exemplar Cloud status. First of four 50MW facilities in $9.7B Texas deal.
Accelerant Agrees to $4.4 Billion Take-Private Deal with Thoma Bravo
Shareholders get $20.25/share (49% premium). Expected close: H1 2027.