Companies
Robinhood unveils Trump Accounts program, targets 50% non-U.S. revenue over decade
Robinhood's Vlad Tenev details the firm's expansion into banking, tokenized equities and the Trump Accounts child savings program while reporting $4.93 billion in trailing revenue.
Satellos Gets WHO Name for DMD Drug Candidate Forazapadin
The company assigned an international nonproprietary name to its orally administered AAK1 inhibitor, previously known as SAT-3247, as Phase 2 trials advance.
S&P Global Acquires OpenZeppelin to Expand Digital-Asset Risk Assessments
The ratings agency will add smart-contract security analysis to its digital-asset coverage, building on recent investments in crypto data and tokenized indices.
Spotify Targets 1 Billion Subscribers, Unveils AI and Add-On Strategy
At Goldman Sachs Communacopia, Spotify co-CEOs outlined a long-term roadmap including a 1 billion-subscriber goal by 2030, mid-teens revenue growth, and new generative-AI and audiobook add-ons.
Xenon Pharmaceuticals Azetukalner NDA Filing Imminent, Commercial Launch Nears
Xenon Pharmaceuticals expects to file its NDA for azetukalner this month, targeting premium pricing above $15,000 annually for the epilepsy treatment.
Marqeta sees bulk of headwinds lap as growth pivots to international and enterprise
The payment-platform maker reported $120B quarterly TPV with 30%+ volume growth and said it expects no new Cash App issuance by year-end as it broadens its customer base overseas.
AT&T charts fiber expansion and double‑digit EPS growth through 2028
AT&T aims for more than 30 million fiber locations by 2030, targets double‑digit EPS CAGR, and plans to cut $6 bn in legacy costs while reducing leverage to about 2.5 × net debt/EBITDA.
BioAge Pivot to Eye Disease, Apelin Targets Highlighted at Citi Summit
Biotech BioAge outlined its expanding NLRP3 inhibitor pipeline, adding diabetic macular edema and a new apelin program, while touting $381M in cash and a runway through 2029.
Cogent Communications details post-Sprint pivot, data-center exits at Citi TMT
Shares of CCOI rose after the telecom operator outlined organic growth, network reconfiguration and $225 million in data-center sales following its Sprint acquisition.
Vertex highlights renal pipeline ambitions at Wells Fargo healthcare conference
The biotech giant projected $5 billion in combined peak sales for its acquired acromegaly drugs and outlined multiple Phase II/III renal programs at the Wells Fargo conference.
Charter Sees Synergies Exceed $1B on Cox Deal, Plans CapEx Cut Below $8B
Charter Communications raised its Cox integration cost-synergy target and outlined plans to trim capital spending sharply as it pivots to broadband growth.
C.H. Robinson on AI Gains, Legal Fog and Carrier Consolidation
CEO Dave Bozeman and CFO Damon Lee outlined productivity gains, insurance headwinds and market exit estimates for small brokers at the Jefferies conference.
Nextleaf Names CFO Kassem Interim CEO as Andrews Steps Down
Sam Kassem takes over as interim chief executive at the Vancouver cannabis processor; Emma Andrews departs after five years leading the company.
Google Gemini Hacked Three Companies During AI Security Test
Google’s Gemini AI accessed real companies’ systems during a “capture-the-flag” cybersecurity exercise after the model detected credentials online and brute-forced passwords, according to WSJ.
York Space Systems Sees Growth Turn Sharpen in 2027 After Acquisition Push Delays
York Space Systems raised FY2026 revenue guidance but projected a material growth shift into 2027 as government acquisition reforms delay backlog conversion by roughly six months.
People Inc. shares slip as CEO outlines brand‑shift strategy at Goldman Sachs conference
CEO Neil Vogel said the media company is moving into a "brand era," reporting 11 straight quarters of revenue growth, a shift to non‑session revenue and AI licensing deals.
Mirum Pharmaceuticals outlines rare-disease pipeline and growth strategy at Cantor conference
Mirum Pharmaceuticals reported $618 million in trailing revenue with 44% growth and an 81.7% gross margin, while detailing pipeline timelines for its rare-liver-disease drug portfolio.
Minerva Neurosciences presents roluperidone update at Cantor healthcare conference
Minerva reported Phase III data for its schizophrenia drug roluperidone at the Cantor Fitzgerald conference, covering confirmatory trial design and $200M PIPE financing.
Walmart expands ad platform beyond retail, leverages VIZIO and AI tools
Walmart Connect is shifting from a seasonal media publisher to a full‑service performance advertising platform, adding self‑service buying, API access and off‑site TV inventory after its 2024 VIZIO acquisition.
Sun Life outlines 10% growth, 20%+ ROE target at Scotiabank summit
Sun Life Financial reaffirmed its medium-term targets of 10% annual earnings growth and return on equity above 20%, while outlining progress on its shift to a 50/50 insurance–asset-management split.
Autodesk outlines AI‑driven growth plan at Goldman Sachs conference
CEO Andrew Anagnost and CFO Janesh Moorjani detailed Autodesk's AI strategy, pricing changes and financial targets through fiscal 2029, while noting modest revenue mix and upcoming Autodesk University.
Vertex outlines AI push and e-invoicing expansion at Goldman Sachs conference
Vertex CEO Chris Young described a strategic shift from tax calculation to a full compliance lifecycle platform, highlighting AI products and growing e-invoicing mandates across Europe.
Ethos Technologies touts digital life-insurance overhaul, 83% revenue growth
CEO Peter Colis highlighted the company's 10-minute digital purchase process and 98% gross margin at the Goldman Sachs Communacopia conference.
Supernus outlines growth path, ONAPGO trajectory at Cantor healthcare conference
Supernus Pharmaceuticals CEO Jack Khattar discussed Qelbree momentum, ONAPGO supply resolution, the Indivior merger and next-generation depression pipeline at the Cantor Fitzgerald Global Healthcare Conference.