EA Delists at $209.70 After $55B Buyout; Debt Load Under Scrutiny
Markets Daniel Marsh

EA Delists at $209.70 After $55B Buyout; Debt Load Under Scrutiny

Electronic Arts closed at $209.70, just below the $210 buyout price, after its $55B acquisition. Attention shifts to the company's $20B debt load and future cash flow.

EA
Stablecoin Bill Delay Creates Mixed Outlook for Crypto Stocks
Regulation James Calloway

Stablecoin Bill Delay Creates Mixed Outlook for Crypto Stocks

The Senate's Friday agenda omits the CLARITY Act vote, delaying stablecoin regulation. Coinbase and Circle face divergent impacts, with Coinbase's stablecoin revenue at 23.9% of total.

COIN CRCL HOOD GLXY
Atlassian Soars 32% on Cloud Strength, Analysts Turn Bullish
Earnings James Calloway

Atlassian Soars 32% on Cloud Strength, Analysts Turn Bullish

Atlassian shares surged 32% in premarket after Q4 results beat, with cloud growth guiding 25.5% for FY2027. Analysts raised targets on AI optimism.

TEAM BAC JEF
Applied Optoelectronics Soars 14% on Record Q2 Revenue, Capacity Expansion
Earnings James Calloway

Applied Optoelectronics Soars 14% on Record Q2 Revenue, Capacity Expansion

Applied Optoelectronics (AAOI) surged 14% premarket after Q2 revenue hit a record $191.9M, up 86% YoY, driven by strong demand for 800G and 1.6T optical products.

AAOI COHR LITE
Cloudflare Stock Soars 16% on AI-Driven Q2 Beat, Raised Outlook
Earnings James Calloway

Cloudflare Stock Soars 16% on AI-Driven Q2 Beat, Raised Outlook

Cloudflare (NET) jumped 16% premarket after Q2 revenue growth accelerated to 36% and full-year guidance exceeded expectations, driven by AI-led demand and strong customer expansion.

NET PANW
Ford Fathom EV: Can $29,945 Price Turn Model e's $919M Loss Around?
Markets Daniel Marsh

Ford Fathom EV: Can $29,945 Price Turn Model e's $919M Loss Around?

Ford's Fathom EV launches at $29,945, but investors worry about profitability as Model e posts $919M loss. Shares fall for sixth straight session.

F GM TSLA
Figma Faces Supply Test as 77.7M Shares Unlock After Earnings Drop
IPO Michael Okonkwo

Figma Faces Supply Test as 77.7M Shares Unlock After Earnings Drop

Figma (FIG) faces a supply test as 77.7 million shares unlock Friday, adding pressure after a 14.9% earnings-driven decline.

FIG
POET Technologies Surges on Strong Balance Sheet, But Revenue Remains Key Test
Technology Sarah Chen

POET Technologies Surges on Strong Balance Sheet, But Revenue Remains Key Test

POET Technologies shares rose 7% premarket after a cash boost. With a strong balance sheet, the focus shifts to converting orders into revenue.

POET AAOI LITE COHR
Coeur Mining Stock Rebounds Despite Q2 Free Cash Flow Per Share Dip
Earnings James Calloway

Coeur Mining Stock Rebounds Despite Q2 Free Cash Flow Per Share Dip

Coeur Mining (CDE) recovered 5.4% in premarket trading after Thursday's drop, but Q2 free cash flow per share slipped 1.9% as guidance was lowered.

CDE HL PAAS AG FDS BMO RY BNS
Microsoft Expands Hyderabad Azure Hub with $20.5B India Investment
Technology Sarah Chen

Microsoft Expands Hyderabad Azure Hub with $20.5B India Investment

Microsoft inaugurated its biggest cloud region in India, located in Hyderabad, backed by a $20.5 billion commitment. The move expands Azure's local footprint and aims to capture growing demand from regulated industries.

MSFT AMZN GOOGL
Ondas wins $56M in defense deals, focus shifts to execution
Markets Daniel Marsh

Ondas wins $56M in defense deals, focus shifts to execution

Ondas Inc. (ONDS) announced over $56 million in defense awards, surpassing Q1 revenue. Market reaction was muted as investors focus on revenue conversion.

ONDS AVAV RCAT
Iovance Soars 43% on Record Amtagvi Sales, Manufacturing Milestone
Earnings James Calloway

Iovance Soars 43% on Record Amtagvi Sales, Manufacturing Milestone

Iovance shares surged 43% after Q2 revenue beat estimates, driven by Amtagvi sales and a major improvement in gross margin, signaling a manufacturing turning point.

IOVA XBI