Grab Shares Edge Higher as Taiwan Deal Nears Regulatory Verdict
Regulation James Calloway

Grab Shares Edge Higher as Taiwan Deal Nears Regulatory Verdict

Grab shares edged up 0.5% to $3.315 after detailing partner commitments for its $600 million foodpanda Taiwan acquisition, a deal that could add $60 million to adjusted EBITDA in 2028.

GRAB
T1 Energy Stock Tumbles 8% on Short-Seller Report Alleging Tax Credit Issues
Markets Daniel Marsh

T1 Energy Stock Tumbles 8% on Short-Seller Report Alleging Tax Credit Issues

T1 Energy shares dropped nearly 8% after Fuzzy Panda Research released a short report alleging $65 million in Q1 solar-cell purchases from Trina Solar, casting doubt on tax credit eligibility.

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Constellation Energy Slips Amid AI-Power Stock Selloff Despite Three Mile Island Progress
Markets Daniel Marsh

Constellation Energy Slips Amid AI-Power Stock Selloff Despite Three Mile Island Progress

Constellation Energy shares fell 3.3% despite FERC approval for the Crane Clean Energy Center, as AI-linked power stocks faced broad selling. NRC decision in September is key.

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Caterpillar's Slide Weighs on Dow as AI Optimism Fades
Markets Daniel Marsh

Caterpillar's Slide Weighs on Dow as AI Optimism Fades

Caterpillar shares tumbled 6.2%, pulling the Dow down as investors fled industrials on inflation and tariff worries. Focus shifts to its record backlog and AI-driven power demand.

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MARA Holdings Drops 3.9% as Crypto Mining Sector Faces Broad Selloff
Crypto Sarah Chen

MARA Holdings Drops 3.9% as Crypto Mining Sector Faces Broad Selloff

MARA Holdings shares slid 3.9% to $12.79, lagging Bitcoin's bounce above $62,000, as the crypto mining sector faced broad selling pressure amid tech weakness and energy cost concerns.

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UiPath Edges Up as ARR Growth Concerns Persist
Earnings James Calloway

UiPath Edges Up as ARR Growth Concerns Persist

UiPath shares recovered 1% after Tuesday's drop, but focus remains on Q2 ARR guidance of up to $1.934 billion, below consensus. First-time GAAP profitability and a $500M buyback offer some support.

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BigBear.ai Gains 2.8% on Panama AI Deal as Shareholder Vote Raises Dilution Concerns
Markets Daniel Marsh

BigBear.ai Gains 2.8% on Panama AI Deal as Shareholder Vote Raises Dilution Concerns

BigBear.ai shares rose 2.8% to $4.10 as shareholders approved doubling authorized shares to 1 billion, raising dilution worries, while Panama AI security deal and $281.9M backlog fuel growth hopes.

BBAI
Cracker Barrel Surges 26% on Surprise Q3 Profit, Lifted Guidance
Earnings James Calloway

Cracker Barrel Surges 26% on Surprise Q3 Profit, Lifted Guidance

Cracker Barrel shares surged 26% on a surprise Q3 profit and raised 2026 guidance, with Wells Fargo upgrading the stock. Traffic remains a concern.

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Lemonade Stock Surges on Profitability Outlook and Analyst Upgrade
Earnings James Calloway

Lemonade Stock Surges on Profitability Outlook and Analyst Upgrade

Lemonade shares surged 10.6% as investors focused on the company's reiterated Q4 adjusted EBITDA target and a TD Cowen price target hike.

LMND
Casey's General Stores Surges on Fuel Margins, Pizza Sales, and Buyback Boost
Earnings James Calloway

Casey's General Stores Surges on Fuel Margins, Pizza Sales, and Buyback Boost

Casey's General Stores stock jumped 15% after beating Q4 earnings with a 66% EPS jump, driven by fuel margins and pizza sales. The company raised its dividend and expanded buybacks to $1 billion.

CASY
Ford Stock Drops Despite Aluminum Supply Rebound
Markets Daniel Marsh

Ford Stock Drops Despite Aluminum Supply Rebound

Ford shares slid 3.2% to $14.47 as the restart of Novelis' aluminum plant raises questions about production ramp-up and cost recovery.

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Broadcom Stock Dips 4% Despite $35B AI Deal with Apollo, Blackstone
Technology Sarah Chen

Broadcom Stock Dips 4% Despite $35B AI Deal with Apollo, Blackstone

Broadcom shares slid 4% despite a $35B AI infrastructure deal with Apollo and Blackstone, as investors weigh softer AI chip guidance and valuation risks.

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