Companies

RxSight Shifts Focus to LAL Growth in Strategic Reset at Healthcare Conference
CEO Aziz Mottiwala outlines a plan to deepen surgeon adoption of the Light Adjustable Lens, bolstered by a $200M Alcon deal, as shares remain well off their highs.

Janus International outlines growth strategy after Kiwi II acquisition
Janus CFO Anselm Wong said the company reached 500,000 connected Nokē devices, pushing hardware and software toward EBITDA breakeven, as international markets outpace domestic growth.

Rathbones Issues £60 Million Tier 2 Notes to Refinance 2021 Debt
Wealth manager raises £60m via five-year call tier 2 notes, refinancing £40m maturing obligations and supporting capital structure efficiency.

Trump warns EU of tariffs over Canada associate-membership proposal
U.S. President Donald Trump threatened to impose tariffs or disrupt trade with the EU if Brussels moves forward with Canada’s proposed associate-membership status.

FP Markets obtains UAE CMA Category 5 licence
The Australian forex and CFD broker secured a UAE Capital Market Authority Category 5 licence, allowing marketing and client introduction activities across the Emirates.

PowerSecure to Supply Backup Power for Keel Data Center in Washington
Southern Company subsidiary will provide modular standby power solutions using PowerBlocks technology for Keel Infrastructure's campus in Moses Lake.

USA Rare Earth Breaks Ground on $1.2B South Carolina Magnet Facility
The company will build an 800,000-square-foot plant in Cherokee County targeting 6,400 metric tons of neodymium-iron-boron magnets annually once operational in 2028.

SandboxAQ tests magnetic navigation software on Northrop Grumman's Lumberjack drone
The trial marked the first use of AQNav on an attritable platform and its pairing with visual navigation on a one-way attack drone, with the software installed in under an hour. AQNav has been flight-tested since 2023 and is part of a Defense Innovation Unit quantum‑sensing program.

SiriusXM Broadens Growth with YouTube Partnership, Strong Cash Flow
The satellite radio operator reported record-low churn and 67% free cash flow growth in H1 2026, while unveiling a YouTube ad-rep deal expected to drive margins by late 2027.

Restaurant Brands CEO Says Turnaround Gaining Momentum at Barclays Conference
RBI reports YTD comp sales of 3.5% and operating income growth of 8.5%, both exceeding long-term targets, as the Burger King-Tim Hortons-Popeyes parent outlines its 2028 growth framework.

Tenax Shares Rise as Missed LEVEL Trial Sharpens Next Steps
Tenax Therapeutics stock climbed nearly 10% after the company revealed its Phase 3 heart failure trial missed its primary endpoint but showed strong biomarker signals, and outlined plans to narrow eligibility for the next study.
Olema Pharmaceuticals outlines breast-cancer pipeline at Wainwright conference
CEO Sean Bohen presented Phase III readouts for palazestrant and updated clinical milestones for OP-3136 at the H.C. Wainwright investment conference.

Astera Labs' AI-driven growth fuels 98% revenue surge
Astera Labs reported a 98% revenue increase to $1.2 billion in Q2 2026, driven by AI build-out and new product launches. CEO Jitendra Mohan expects hyperscaler CapEx to exceed $1 trillion next year.

ICF International Outlines Growth Plan at Jefferies Conference
ICF International, a professional services and technology company, discusses its strategic growth plan at the Jefferies Global Industrials Conference, highlighting its revenue segments, technology investments, and future targets.

Western Digital Sees Cloud Demand Fuel Secular Growth as HDDs Back AI Data Center Build-Out
CFO Kris Sennesael said 90% of revenue now comes from cloud customers, exabyte demand is growing over 25% annually, and gross margins have reached the mid-50s as the company ramps high-capacity drive products.

Cosmos Health reports first orders for C‑ScrubVet veterinary line
Cosmos Health said its new C‑ScrubVet Wash 4% chlorhexidine product has received initial orders in the UK and Greece, marking the start of a European rollout slated for Q4 2026.

US travel bookings from Switzerland fall 16.5% in first half of 2026
Swiss visits to the United States plunged sharply in early 2026, driven by Trump-era friction, pushing the lowest level in two decades.

MNTN, Klaviyo Launch Integration for Connected TV and Email Marketing
The two-way integration connects MNTN Performance TV with Klaviyo's email and SMS platform, allowing TV ad exposure to trigger automated marketing campaigns.

Dexcom outlines growth plan, CGM coverage push at Wells Fargo conference
Dexcom targets over 10% annual revenue growth through 2029, aims for 70% Medicare coverage of type‑2 non‑insulin CGM patients by mid‑2027, and highlights new 15‑day sensor, Stelo revenue and upcoming G8 platform.

Fastly Cites Edge Growth and Margin Expansion at Citi TMT Conference
Fastly reports $183M quarterly revenue with 23% growth, record 65.8% gross margin, and 117% net revenue retention as its AI-driven compute push scales at the Citi TMT Conference.
Solana Lender Kamino Taps Former Yieldstreet Co-Founder as CEO in NY Push
Kamino, a Solana DeFi lender with $1.4 billion in assets, named Yieldstreet co-founder Michael Weisz as CEO as it opens a New York headquarters to pursue tokenized real-world assets.

Klaviyo Expands AI Integrations, Adds SQL Query Access
Updates include third-party AI tool integration, SQL query capabilities, and expanded personalization features for B2C businesses.

MicroVision's semiconductor unit wins government contractor photonics deal
A Colorado-based unit of MicroVision has been selected by a government contractor to design a custom liquid crystal on silicon spatial light modulator chip for a photonics application.

UBS Accepts $7.93B in Tendered Notes, Upsizes Maximum Purchase to $5.85B
UBS Group AG completed cash tender offers for nine series of senior notes, accepting $7.93 billion in aggregate principal and raising the maximum purchase commitment to nearly $5.85 billion.

