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The CEO of Qorvo maintains roughly 354,000 shares directly held post-transaction, signaling continued confidence despite routine liquidity needs.

Joby Aviation stock has fallen 48.1% over the past year, yet current checks still suggest the shares are not obviously cheap based on the usual valuation benchmarks. Recent news around vertiport partnerships, manufacturing progress and certification milestones is keeping the story in focus, but the price still screens on the expensive side. Over the past 12 months, Joby Aviation has declined 48.1%, which puts recent short-term gains into the context of a longer period of weak returns for...

Workday (WDAY) is back in focus after Antipodes Partners trimmed its position in the stock during Q2 2026. The fund cited concerns about AI pressure on Workday’s seat based pricing and long term margins. See our latest analysis for Workday. Workday’s recent pullback in total shareholder return over one and five years contrasts with sharp short term share price momentum, with a 40.53% 90 day share price return and a series of AI related sector sell offs putting valuation and risk firmly back...

Investing.com -- Switch Inc. has filed confidentially for a U.S. initial public offering that could take place as early as November, Bloomberg reported, citing people familiar with the matter.

(Bloomberg) -- Switch Inc. filed confidentially for a US IPO, according to people familiar with the matter, joining its data center peers in tapping demand for exposure to the artificial intelligence theme.Most Read from BloombergOpenAI’s New Device Will Be Hockey Puck-Sized and Cost Over $300Iran Wants to Bar US, Israeli Ships From Hormuz in Peace AccordTrump Administration Considers Order on Autism and VaccinesIran Says Agreement on Hormuz Shipping Reached With OmanWalmart Tests Fulfillment Ca

TTM Technologies (NasdaqGS: TTMI) announced agreements to acquire Swiss Technology Group AG and Germany based ILFA GmbH as it moves into the European market. The deals mark TTM Technologies' first direct manufacturing presence in Europe as part of its stated growth strategy. The company framed the acquisitions as a way to broaden geographic reach and customer access beyond its traditional markets. For investors watching how electronics manufacturers expand to support global demand for...

Loar stock sets up a new buy point amid the recent market strength. The aerospace and defense giant is looking for support at a key level.

BNSF Railway filed a motion asking regulators to deny the proposed $71.5 billion merger of Union Pacific and Norfolk Southern, saying the two parties did not prove that the merger is in the public interest. “It is anti-competitive, unnecessary to secure any achievable benefits, and will hurt farmers, industrial shippers, rail workers, and consumers,” said BNSF, a unit of Berkshire Hathaway, in a filing to the Surface Transportation Board, the economic regulator overseeing the railroads. “The Board should deny the merger now,” BNSF said.

Wall Street Says AMD's Taalas Deal Won't Close Nvidia's AI Gap

(Bloomberg) -- Latigo Biotherapeutics Inc., a clinical-stage developer of non-opioid pain medicines, climbed 17% on Friday after raising $345.6 million in an upsized initial public offering, priced at the top of a marketed range.Most Read from BloombergOpenAI’s New Device Will Be Hockey Puck-Sized and Cost Over $300Iran Wants to Bar US, Israeli Ships From Hormuz in Peace AccordIran Says Agreement on Hormuz Shipping Reached With OmanTrump Administration Considers Order on Autism and VaccinesWhy D

Can DY's acquisition strategy unlock new growth as it expands into electrical infrastructure and data center connectivity?

BENGALURU, Aug 7 (Reuters) - Blackstone-owned AGS Health on Friday filed updated draft papers for a 48-billion-rupee ($504 million) initial public offering in India, nearly two months after securing

AstraZeneca (LSE:AZN) is back in focus after a senior source told Reuters that there are no ongoing merger discussions with Bristol Myers Squibb, reversing earlier headlines around a potential $400b pharmaceutical tie up. See our latest analysis for AstraZeneca. The clarification on merger talks comes after a sharp swing in AstraZeneca’s share price, which fell over recent weeks with a 30 day share price return of 17.5% decline and a year to date share price return of 12.8% decline. In...

Antipodes Partners published its “Antipodes Global Strategy” second-quarter 2026 investor letter, highlighting the key performance stocks, portfolio changes, and the market outlook. A copy of the letter can be downloaded here. The second quarter of 2026 delivered one of the strongest equity market recoveries in recent history, as global equities gained 14.9% in US dollar terms. Renewed […]

Antipodes Partners published its “Antipodes Global Strategy” second-quarter 2026 investor letter, highlighting the key performance stocks, portfolio changes, and the market outlook. A copy of the letter can be downloaded here. The second quarter of 2026 delivered one of the strongest equity market recoveries in recent history, as global equities gained 14.9% in US dollar terms. Renewed […]

Stock market leaders are becoming plentiful as the S&P 500 probes all-time highs. Recent IPO Bending Spoons clears an IPO base.

Homegrown companies continue to struggle to access capital and move from research to commercialization

Advanced Micro Devices (NasdaqGS:AMD) agreed to acquire Toronto-based AI chip startup Taalas, aiming to deepen its AI inference offerings. The deal brings Taalas' specialized inference-focused silicon into AMD's product roadmap for enterprise and cloud AI workloads. Taalas' engineering team is expected to join AMD and work on system-level AI inference solutions across future AMD platforms. For readers watching how AI compute is reshaping data centers and broader infrastructure, this move by...

The Toronto-based startup, founded in 2023, has raised $219 million and builds chips hardwired for specific AI models

Advanced Micro Devices (AMD) has announced a definitive agreement to acquire Taalas, a specialist in AI inference silicon, aiming to enhance its compute solutions in the dynamic AI inference market. Taalas’ technology, which optimizes inference dataflows to reduce compute and memory bottlenecks, is set to bolster AMD’s AI roadmap by improving inference performance and efficiency. The acquisition will enable AMD to integrate Taalas’ solutions with its existing hardware and software platforms,...

SPCX stock climbed 6% on Thursday despite 911.5 million shares becoming eligible for sale after a lockup expired.

Elon Musk has a lot to gain from a potential megamerger.

Brookfield (TSX:BN) has completed its acquisition of Oaktree, expanding its global credit management platform. The company has entered a multi billion dollar joint venture with Blackstone and KKR for Kuwait’s entire pipeline network. Brookfield has formed a partnership with NAVER and NVIDIA to build one of the world’s largest AI focused data center infrastructure platforms. Consider expanding your watchlist to other companies shaping AI infrastructure and related assets through 56 AI...

Gov. Abigail Spanberger announced Thursday that she will formally become a party in the case before the State Corporation Commission that is weighing whether to allow a proposed merger between Dominion Energy and Florida-based NextEra. By intervening — requesting to become a formal party in the case — the governor’s office would be able to ask discovery questions, file expert testimony, put ...

Visa (NYSE:V) said on August 3 that it would buy fraud intelligence provider BioCatch for $2.4 billion in cash, its latest move to build out cybersecurity tools for the banks and merchants that run on its network. The deal targets a problem that keeps getting more expensive: account takeovers and scams now cost the global […]

Investing.com -- Roku Inc (NASDAQ:ROKU) reported second quarter results that exceeded analyst expectations, with adjusted earnings per share of $1.08 compared to the consensus estimate of $0.60, and revenue of $1.35 billion versus the $1.3 billion estimate.

Since taking office this year, Virginia Gov. Abigail Spanberger has been outspoken about rising utility bills, which have hit residents hard.

Humanoid robot developer Unitree announced it will price its upcoming IPO at $22.34 a share, giving it a valuation of $9 billion. The deal will make Unitree China's first public humanoid robot company. Unitree's IPO comes at a time when investors are becoming increasingly focused on the prospect of AI-enabled robotics.

Bending Spoons stock offers a high-profile lesson in how to handle liquidity in initial public offerings — a lesson that is set to come due for other recent IPOs like Space Exploration Technologies stock. Investor Greg Morton tells Investor's Business Daily's "Investing with IBD" podcast that it's not about trading every IPO that appears, but finding the best of the best that pass his filters for profitability and liquidity. "Two thirds of (IPOs) I'm hardly even looking at, and then they need to be liquid — that cuts it in half again," Morton said.

Chipotle Mexican Grill shares extended their decline after the CDC linked a multistate Salmonella outbreak to jalapeño peppers served at the chain and other Mexican-style restaurants.