FERC Calls PJM’s Data-Center Power Plan a ‘Mess’ and Puts the Auction on Hold
FERC paused PJM’s backup capacity auction after calling the last-minute filing a mess. Cost-sharing fights and stock drops follow.
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#Event-Driven Stocks↓
Morgan Stanley: Robinhood Summit Delivered the Two Products We Were Watching
Morgan Stanley’s Michael Cyprys says Robinhood’s Active Trader Summit went further than expected, led by in-app AI agents and U.S. perps.
HPE Raises Networking Outlook After $1.2 Billion Vultr AI Rack Order
HPE booked a $1.2B Vultr order for AMD Helios AI racks and raised FY27 networking growth to the high teens–low 20s, with $800M Juniper savings.
Boeing Wins Navy’s F/A-XX: Now Building Both U.S. Sixth-Generation Fighters
Boeing beat Northrop for the Navy’s $20B F/A-XX deal to replace Super Hornets. First jets expected in the 2030s. Boeing now holds both U.S. 6th-gen programs.
Northland Calls SoundThinking’s Go-Private Deal With Transom ‘Logical’
SSTI shareholders are offered $8 plus up to $3 via a CVR as Transom takes the public-safety company private.
FICO Stock Plunges as FHFA Ends FICO’s Pricing Edge in Mortgages
A single Fannie-Freddie pricing grid and Rocket’s switch to VantageScore threaten FICO’s long hold on U.S. mortgage credit scoring.