Author: franperez66q@protonmail.com

Pedestrians walk outside Salesforce Tower on Feb. 25, 2026 in San Francisco, California.Benjamin Fanjoy | Getty ImagesCould the software’s long national nightmare be over?As semiconductor shares dragged down the Nasdaq-100 for a second day, quietly, software stocks appear to have found their groove.Shares of the iShares Expanded Tech-Software Sector ETF (IGV) climbed more than 1% Monday, adding to a more-than 20% advance off April lows and trading at the highest since January. For many, that’s enough to call it a bull market.Options traders are leaning into it, selling almost 28,000 puts on the ETF in Monday’s session, a bullish position…

SpaceX’s imminent initial public offering is set to be the biggest stock debut in history — but the sheer scale of the launch could squeeze investor demand for other new listings, market watchers suggest. Samuel Kerr, global head of equity capital markets at Mergermarket, said SpaceX’s long-awaited listing, expected June 12, comes as Europe’s IPO market struggles to build momentum, in sharp contrast to the “completely booming” U.S. market.With a potential $75 billion IPO and a market valuation of $1.75 trillion, SpaceX’s debut offering is “otherworldly,” Kerr said. Such a listing would “dwarf” other recent debuts, including AI chipmaker Cerebras…

Check out the companies making headlines before the bell: Home Depot — The home improvement retailer gained 0.6% after the company reported sales and profit beat expectations. Earnings of $3.43 per share, on an adjusted basis, exceeded the $3.41 per share analysts polled by LSEG were expecting. Revenue of $41.77 billion came in above the forecasted $41.52 billion. Amer Sports — Shares rose 2.9% after the sportswear company behind the Wilson and Salomon brands reported first quarter results that topped analysts’ expectations. Earnings of 38 cents per share, excluding items, topped the FactSet consensus estimate of 31 cents per share.…

Relay Therapeutics stock surges on vascular anomalies trial data Source link

The CNBC Disruptor 50 was not created to be an AI list, but it most certainly is one now. Forty-three of the 50 companies in the 2026 list class say AI is essential to their disruptive business models. That’s the key — AI is at the center of the business model, driving user adoption and revenue growth at unprecedented speed and scale.  It should come as no surprise to anyone following the venture capital industry and the private markets that the combined valuation of the companies named to the 2026 Disruptor 50 list has tripled in the last year, to an…

Michelle Welsh says she will work to push for “better, safer care for mothers, babies and families”. Source link

Sweden will order four navy warships from France in a $4 billion deal that will see its air defense capacity triple, the Nordic country announced on Tuesday morning. The investment would be Sweden’s biggest defense investment since the 1980’s, Prime Minister Ulf Kristersson said at a press conference in Stockholm.The purchase of the French Defense and Intervention (FDI) frigates from Naval Group is valued at about 40 billion Swedish crowns ($4.25 billion), and the first delivery is expected in 2030.”It’s a tripling of the Swedish air defense capacity compared to today, and that says something about the scale of this decision……

Radar, a startup backed by American Eagle CEO Jay Schottenstein that helps retailers manage in-store inventory and cut back on theft and lost merchandise, reached unicorn status with its latest funding round, CNBC has learned.  The company, founded in 2013 by Spencer Hewett, raised $170 million at a valuation of over $1 billion in its series B funding round, which was co-led by Gideon Strategic Partners and Nimble Partners with participation from Align Ventures. The company also counts Schottenstein among its investors. He said American Eagle was the first retailer to implement Radar’s technology across its stores.Through Radar, “American Eagle has unlocked…

ZF to retain electric motor production but warns of additional job cuts Source link

Armada co-founders Dan Wright (L) and John Runyan (R)ArmadaArmada, which builds modular data centers that are becoming increasingly popular with customers in defense, energy and the military sector, raised $230 million from investors in a Series B fundraising round announced on Tuesday. San Francisco-based Armada, which was named to the 2026 CNBC Disruptor 50 list on Tuesday, was valued at $2 billion in the deal. The investor round comes alongside a manufacturing deal with Johnson Controls, which made an investment in Armada, to produce modular data centers at a new 400,000-square foot Arizona factory called Galleon Forge One. The factory,…