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BorgWarner Reaffirms AI Power Push: $300M Target, 2 GW Capacity
BorgWarner reaffirmed its AI data-center power target, expecting $300M in first-year sales and 2 GW capacity by 2027. The stock rose 2.8% on Friday.
Aehr Test Systems Surges 13% on Heavy Volume, Valuation Still Lofty
Aehr Test Systems shares surged 13.1% on Friday to $86.26, but the stock remains 40.8% below its August peak. The $2.81 billion valuation is 18.8-21.6 times fiscal 2027 revenue guidance, leaving little room for error.
Geely Cuts EX2 Price in Brazil as 35% EV Tariff Nears
Geely Auto (HKG:0175) launches a Brazilian direct-sales program with a 7% discount on its EX2 EV, as a 35% import tariff raises the stakes for local production. Shares have slipped 9% in a month despite strong export growth.
XTEND Debuts at $6.19, But $75M Earnout Looms Large
XTEND AI Robotics (NYSE:XTND) closed its first trading day at $6.19, but the real challenge lies in its merger agreement: a $64.42 million second-half revenue target to unlock the first earnout.
PDS Biotech Diverts All New Equity Cash to Lender Amid Funding Crunch
PDS Biotech's lender now takes 100% of net cash from new equity deals outside its ATM until a $6M promissory note is repaid, worsening an already tight funding situation.
Archer Aviation Warrants Halted as Expiry Nears; ACHR Stock Unaffected
NYSE halted trading in Archer Aviation's public warrants ahead of their Sept. 16 expiration. The common stock (ACHR) remains listed and active, with warrants deeply out of the money.
Adobe Stock Plunges 6.7% on CEO Succession Announcement
Adobe shares tumbled 6.7% after the company named Anil Chakravarthy as its next CEO, wiping out $7.65 billion in market value. Investors now await Q3 earnings for clarity.
Tarsus Surges 9% as Alkeus Deal Value Climbs to $536M
Tarsus shares rose 9.1% after closing the Alkeus acquisition, boosting the upfront package's market value to $536 million. Key clinical data expected in 2029.
Cerebras Surges 12% as Finland Deal Bolsters $51B Valuation
Cerebras Systems shares jumped 12% to $213.26, lifting market value to $50.7B. A Finnish data center contract underpins the high valuation, with delivery and margins key.
Nintendo Stock Dips as Winter Software Forecast Looms Large
Nintendo's U.S. ADR fell 1.1% to $14.10 as the company announced a series of Directs, but the real challenge lies in closing a 50.54 million-unit software gap to meet its annual forecast.
Norway's $80B Treasury Cut Proposal Keeps Dollar Allocation Nearly Flat
Norway's sovereign wealth fund has proposed a major shift in its bond portfolio, reducing U.S. Treasury holdings by $80 billion while keeping dollar exposure nearly unchanged. The plan awaits government approval.
nVent Stock Slides 14% from Peak, Still Priced at 30× Earnings
nVent Electric shares are 14% off their August peak but still trade at 30× forward earnings, with the Maverick acquisition and data-center growth key to valuation.