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.
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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.
Quantinuum Beats Estimates in First Public Earnings as Oracle Deal Signals Growing Quantum Demand
Quantinuum tops estimates in first public earnings, raises 2026 outlook, and partners with Oracle to deploy Helios quantum computer in the cloud.
Firefly Aerospace Soars on Record Revenue, Lockheed Martin Launch Extension and Radar Contract
Firefly Aerospace delivers Q2 double beat with $117.7M revenue, SciTec’s $93.7M Space Force win, and extended Lockheed Alpha launches to 2031.
Hub Group Shares Drop as Accounting Restatement Delay Raises Nasdaq Delisting Risk
Must file restated financials by Sept. 14 or face Nasdaq delisting.