Weekly earnings snapshot 5/5, dilution watch
— $CIFR converted $165.9M of notes into equity
— $CVI priced an offering at $47.55 to fund its refinery purchase
— $PARA filed an $11.75M units offering with warrant resets, $AIRE priced $1.75M at $0.40
— $HYFM wiped out its term loan with preferred stock, warrants and an $8.3M raise
— $DDC launched a 13.5% perpetual preferred offering, $OBAI converted about $15M of debt
— $TNMG investment would give the investor about 80% of the shares
Not financial advice.
Weekly earnings snapshot 4/5, buybacks
— $MAR bought back $1.3B, $CVE C$1.5B, $FISV plans $500M in Q4
— $DOX bought back $511M in FY26, $DD plans $250M in Q4, $APTV $233M
— $DT adds $1B to its authorization, $SWK new $1B authorization, $SOLS $500M authorization
— $PSEC up to $200M program, $YOU adds $175M, $ADMA bought 2.7M shares
Not financial advice.
Weekly earnings snapshot 4/5, buybacks
— $MAR bought back $1.3B, $CVE C$1.5B, $FISV plans $500M in Q4
— $DOX bought back $511M in FY26, $DD plans $250M in Q4, $APTV $233M
— $DT adds $1B to its authorization, $SWK new $1B authorization, $SOLS $500M authorization
— $PSEC up to $200M program, $YOU adds $175M, $ADMA bought 2.7M shares
Not financial advice.
Weekly earnings snapshot 2/5, beat but guide disappointed
— $DT revenue beat, but FY27 adj. EPS guide $1.88-$1.90 vs $1.96 est
— $UPST revenue $371M vs $360M est, FY26 revenue guide $1.35B vs $1.41B est
— $APTV beat, but FY26 adj. EPS guide $5.60-$5.80 vs $5.82 est
— $SOLS beat, but Q4 adj. EPS guide $0.57-$0.62 vs $0.72 est
— $ETN beat, but free cash flow $1.03B vs $1.31B est
— $DOX revenue up 3.8%, but FY27 revenue guide down 14% to 18% on the T-Mobile dispute
Not financial advice.
Weekly earnings snapshot 3/5, missed
— $SHOP revenue $3.74B vs $3.75B est, subscription solutions also missed
— $APO adj. EPS $2.07 vs $2.20 est, GAAP net loss of $1.1B
— $GOLF EPS $0.83 vs $0.98 est
— $BNTX EPS €0.73 vs €0.79 est, $NVO EPS DKK 3.79 vs 5.09 est
— $MCD revenue $7.16B vs $7.28B est, though EPS beat
— $CIFR revenue $26.7M vs $38.5M est
— $VITL cut FY26 revenue guide to about $730M from $775M-$800M
Not financial advice.
Weekly earnings snapshot 2/5, beat but guide disappointed
— $DT revenue beat, but FY27 adj. EPS guide $1.88-$1.90 vs $1.96 est
— $UPST revenue $371M vs $360M est, FY26 revenue guide $1.35B vs $1.41B est
— $APTV beat, but FY26 adj. EPS guide $5.60-$5.80 vs $5.82 est
— $SOLS beat, but Q4 adj. EPS guide $0.57-$0.62 vs $0.72 est
— $ETN beat, but free cash flow $1.03B vs $1.31B est
— $DOX revenue up 3.8%, but FY27 revenue guide down 14% to 18% on the T-Mobile dispute
Not financial advice.
Weekly earnings snapshot 2/5, beat but guide disappointed
— $DT revenue beat, but FY27 adj. EPS guide $1.88-$1.90 vs $1.96 est
— $UPST revenue $371M vs $360M est, FY26 revenue guide $1.35B vs $1.41B est
— $APTV beat, but FY26 adj. EPS guide $5.60-$5.80 vs $5.82 est
— $SOLS beat, but Q4 adj. EPS guide $0.57-$0.62 vs $0.72 est
— $ETN beat, but free cash flow $1.03B vs $1.31B est
— $DOX revenue up 3.8%, but FY27 revenue guide down 14% to 18% on the T-Mobile dispute
Not financial advice.
Weekly earnings snapshot 1/5, beat and raised
— $PLTR revenue $2.31B vs $2.18B est, FY26 guide raised to about $8.53B
— $AMD revenue $13.40B vs $13.09B est, Q4 guide about $17B vs $16.23B est
— $PFE EPS $0.87 vs $0.73 est, raised FY26 revenue and EPS guides
— $DDOG revenue $1.20B vs $1.15B est, FY26 EPS guide to $2.73-$2.75
— $DOCN revenue $321M vs $307M est, FY26 revenue guide to about $1.21B
— $TEM, $MAR, $DD, $TEVA, $ADM, $SWK, $SHLS all beat and raised their FY26 guides
Not financial advice.
Weekly earnings snapshot 1/5, beat and raised
— $PLTR revenue $2.31B vs $2.18B est, FY26 guide raised to about $8.53B
— $AMD revenue $13.40B vs $13.09B est, Q4 guide about $17B vs $16.23B est
— $PFE EPS $0.87 vs $0.73 est, raised FY26 revenue and EPS guides
— $DDOG revenue $1.20B vs $1.15B est, FY26 EPS guide to $2.73-$2.75
— $DOCN revenue $321M vs $307M est, FY26 revenue guide to about $1.21B
— $TEM, $MAR, $DD, $TEVA, $ADM, $SWK, $SHLS all beat and raised their FY26 guides
Not financial advice.
Weekly PR roundup 5/5, contracts, tech and other
— $XMAX signs a five-year AI infrastructure deal and announces a $30M buyback below $5.50
— $LUNR selected for NASA's FALCON-RADAR mission, launch no earlier than 2029
— $FLNC CEO and CFO step down, interim replacements named
— $FRMI TensorWave lease not effective yet, project financing still missing
— $LUMN $MSFT expand their co-selling partnership for enterprise AI networking
— $SECZ expands its onchain stock offering to 25 equities
— $SURG signs a prepaid wireless deal with at least $48M in annual volume
— $RBNE declares a $0.10 special dividend, ex-date Nov 23
— $GPUS holds about $50.6M in Bitcoin, cash and restricted cash
— $FRTT gets TSXV approval for a voluntary delisting, keeps its Nasdaq listing
Not financial advice.
Weekly PR roundup 4/5, biotech and FDA
— $INO FDA grants accelerated approval to VOCERYQ, the first FDA-approved DNA medicine
— $QURE BLA accepted with priority review, PDUFA date May 1, 2027
— $TLSA nasal foralumab hits primary endpoints in a Phase 2a MS trial
— $DRUG FDA places a partial clinical hold on its BMB-101 Phase 2 trial
— $KTTA FDA clears the IND for PAS-004 in NF1 Phase 2
— $ICU FDA confirms the post-approval study requirement was met for QUELIMMUNE
— $BEAT 3D ECG pilot matched a standard 12-lead ECG
— $RKTO ends its HT-001 Phase 2a trial early after strong interim results
— $MEDS signs a bulk supply deal for six peptides
— $TOVX sells its SYN-004 portfolio, $350K upfront and up to $91M in milestones
Not financial advice.
Weekly PR roundup 4/5, biotech and FDA
— $INO FDA grants accelerated approval to VOCERYQ, the first FDA-approved DNA medicine
— $QURE BLA accepted with priority review, PDUFA date May 1, 2027
— $TLSA nasal foralumab hits primary endpoints in a Phase 2a MS trial
— $DRUG FDA places a partial clinical hold on its BMB-101 Phase 2 trial
— $KTTA FDA clears the IND for PAS-004 in NF1 Phase 2
— $ICU FDA confirms the post-approval study requirement was met for QUELIMMUNE
— $BEAT 3D ECG pilot matched a standard 12-lead ECG
— $RKTO ends its HT-001 Phase 2a trial early after strong interim results
— $MEDS signs a bulk supply deal for six peptides
— $TOVX sells its SYN-004 portfolio, $350K upfront and up to $91M in milestones
Not financial advice.
Weekly PR roundup 3/5, offerings and restructuring
— $MERC prepackaged Chapter 11, debt cut about 88%, delisting expected
— $KPTI files Chapter 11 with Ayrmid as lead bidder
— $CVI priced its stock offering at $47.55 to fund the Marathon refinery purchase
— $ORCL files for a $10B six-part bond offering
— $DDC launches a 13.5% perpetual preferred offering
— $PARA files an $11.75M units offering with heavy warrant resets
— $AIRE prices $1.75M at $0.40 per share
— $HYFM wipes out its $109M term loan with preferred stock and warrants
— $OBAI converts about $15M of debt and preferred into equity
— $TNMG closes a $6.25M investment that would give the investor about 80% of the shares
Not financial advice.
Weekly PR roundup 3/5, offerings and restructuring
— $MERC prepackaged Chapter 11, debt cut about 88%, delisting expected
— $KPTI files Chapter 11 with Ayrmid as lead bidder
— $CVI priced its stock offering at $47.55 to fund the Marathon refinery purchase
— $ORCL files for a $10B six-part bond offering
— $DDC launches a 13.5% perpetual preferred offering
— $PARA files an $11.75M units offering with heavy warrant resets
— $AIRE prices $1.75M at $0.40 per share
— $HYFM wipes out its $109M term loan with preferred stock and warrants
— $OBAI converts about $15M of debt and preferred into equity
— $TNMG closes a $6.25M investment that would give the investor about 80% of the shares
Not financial advice.
Weekly PR roundup 2/5, reverse splits and Nasdaq
— $RETO 1-for-8 and $VCIG 1-for-18 reverse splits on Nov 2
— $UFG 1-for-10 effective Nov 3, $DKI 1-for-50 on Oct 22
— $ARAY 1-for-40 and $SMX 2.8-for-1, both trade adjusted Nov 9
— $NWGL ADS ratio change on Nov 6, works like a 1-for-80
— $YMAT shareholders approve 1-for-10, $CHSN approves a 100-for-1 consolidation
— $CJMB majority holders approve a reverse split and more authorized shares
— $CRIS votes Nov 18 on another reverse split, 1-for-5 to 1-for-12
— $SAFX pulls its reverse split proposal, Nasdaq bid deadline still Dec 7
— $PARA Nasdaq suspension set for Nov 5 unless it appeals
Not financial advice.
Weekly PR roundup 2/5, reverse splits and Nasdaq
— $RETO 1-for-8 and $VCIG 1-for-18 reverse splits on Nov 2
— $UFG 1-for-10 effective Nov 3, $DKI 1-for-50 on Oct 22
— $ARAY 1-for-40 and $SMX 2.8-for-1, both trade adjusted Nov 9
— $NWGL ADS ratio change on Nov 6, works like a 1-for-80
— $YMAT shareholders approve 1-for-10, $CHSN approves a 100-for-1 consolidation
— $CJMB majority holders approve a reverse split and more authorized shares
— $CRIS votes Nov 18 on another reverse split, 1-for-5 to 1-for-12
— $SAFX pulls its reverse split proposal, Nasdaq bid deadline still Dec 7
— $PARA Nasdaq suspension set for Nov 5 unless it appeals
Not financial advice.
Weekly PR roundup 1/5, deals and M&A
— $MRVL $LITE Marvell to buy Lumentum all-stock, about $115B enterprise value, closing expected H1 2028
— $OGI $ACB Organigram to buy Aurora at C$7.80 per share, tops Curaleaf's hostile bid
— $ARRY $SHLS ARRAY and Shoals agree to a stock merger, Shoals holders get about 65%
— $RMTI Rockwell Medical to buy Vantive's hemodialysis business, closing mid-2027
— $NXH $FGII tZERO to go public via SPAC at a $350M pre-money value
— $NSAI NorthStrive SPAC to merge with Nuclea Energy at a $350M enterprise value
— $EVGO LS Power proposes a $2.00 cash buyout, already holds about 56.8% of the voting power
— $KAZR $RDAC Skyline and Cove Kaz terminated their deal, Rising Dragon and HZJL terminated theirs
— $VJET Flyte signs an LOI to sell its cardiology assets
Not financial advice.
Weekly PR roundup 1/5, deals and M&A
— $MRVL $LITE Marvell to buy Lumentum all-stock, about $115B enterprise value, closing expected H1 2028
— $OGI $ACB Organigram to buy Aurora at C$7.80 per share, tops Curaleaf's hostile bid
— $ARRY $SHLS ARRAY and Shoals agree to a stock merger, Shoals holders get about 65%
— $RMTI Rockwell Medical to buy Vantive's hemodialysis business, closing mid-2027
— $NXH $FGII tZERO to go public via SPAC at a $350M pre-money value
— $NSAI NorthStrive SPAC to merge with Nuclea Energy at a $350M enterprise value
— $EVGO LS Power proposes a $2.00 cash buyout, already holds about 56.8% of the voting power
— $KAZR $RDAC Skyline and Cove Kaz terminated their deal, Rising Dragon and HZJL terminated theirs
— $VJET Flyte signs an LOI to sell its cardiology assets
Not financial advice.
5/5 Weekly PR update, China-linked small caps and reverse splits
— $SCAG Non-binding MOU for up to 1,000 electric mining trucks, 1-for-15 reverse ADS split on Oct 27
— $MEGL $100M credit facility for timber trading, 1-for-4 reverse split in Feb 2025
— $ELPW RMB2B storage deal plus a $3.26M warrant inducement, three reverse splits in under 9 months
— $NTCL $1.2M direct offering at $0.40, 1-for-50 reverse split in July
— $MASK 1-for-25 reverse split in March, Nasdaq delisting hearing pending
Not financial advice.
4/5 Weekly PR update, offerings and dilution
— $JAN Upsized offering at $28.50, about $748M
— $DTIL $125M offering at $7.75
— $OBIO $75M offering at $5.00
— $INO $75M offering at $1.05
— $ANVS $21M at $1.00 with matching warrants
— $PARA $13.5M at $2.72 per unit with two warrants
Not financial advice.
4/5 Weekly PR update, offerings and dilution
— $JAN Upsized offering at $28.50, about $748M
— $DTIL $125M offering at $7.75
— $OBIO $75M offering at $5.00
— $INO $75M offering at $1.05
— $ANVS $21M at $1.00 with matching warrants
— $PARA $13.5M at $2.72 per unit with two warrants
Not financial advice.
3/5 Weekly PR update, biotech
— $LYEL Raises $80M in a private placement at $10.77, runway into 2028, BLA planned for H2 2027
— $MTVA DA-1726 interim shows a 68% liver fat cut, but tiny sample and stomach side effects
— $APVO Mipletamig priming doses cut infusion reactions, no numbers, ASH data Dec 12-15
— $GNPX Reqorsa blood data from only 11 patients, no efficacy data
— $JSPR 1-for-30 reverse split effective Nov 6
Not financial advice.
3/5 Weekly PR update, biotech
— $LYEL Raises $80M in a private placement at $10.77, runway into 2028, BLA planned for H2 2027
— $MTVA DA-1726 interim shows a 68% liver fat cut, but tiny sample and stomach side effects
— $APVO Mipletamig priming doses cut infusion reactions, no numbers, ASH data Dec 12-15
— $GNPX Reqorsa blood data from only 11 patients, no efficacy data
— $JSPR 1-for-30 reverse split effective Nov 6
Not financial advice.
2/5 Weekly PR update, AI and data centers
— $WULF Google credit support lined up behind about $19B of Anthropic leases at Hawesville, Fluor EPC signed for three buildings
— $BIRD Smartbird teams up with Supermicro for managed AI infrastructure, no deal size
— $ABTS Abits highlights 24 MW of Tennessee power, still looking for an AI hosting partner
— $RYDE Non-binding MOU with Dimension AI, up to $278M indicative, that is Dimension's cost estimate, not Ryde revenue
Not financial advice.
2/5 Weekly PR update, AI and data centers
— $WULF Google credit support lined up behind about $19B of Anthropic leases at Hawesville, Fluor EPC signed for three buildings
— $BIRD Smartbird teams up with Supermicro for managed AI infrastructure, no deal size
— $ABTS Abits highlights 24 MW of Tennessee power, still looking for an AI hosting partner
— $RYDE Non-binding MOU with Dimension AI, up to $278M indicative, that is Dimension's cost estimate, not Ryde revenue
Not financial advice.
1/5 Weekly PR update, big deals
— $MARA FERC clears its $1.5B Long Ridge Energy buy, adds a 505 MW Ohio gas plant
— $WEN Independent committee rejects the $7.35 per share offer from the Trian-led group, adopts a one-year poison pill
— $AGLT Agility Robotics starts trading after its Churchill XI SPAC merger, about $465M raised, over $300M in committed Digit 5 orders
— $CNSY Cerenome signs a national Aetna deal for CNSide, adds about 26M members
Not financial advice.
1/5 Weekly PR update, big deals
— $MARA FERC clears its $1.5B Long Ridge Energy buy, adds a 505 MW Ohio gas plant
— $WEN Independent committee rejects the $7.35 per share offer from the Trian-led group, adopts a one-year poison pill
— $AGLT Agility Robotics starts trading after its Churchill XI SPAC merger, about $465M raised, over $300M in committed Digit 5 orders
— $CNSY Cerenome signs a national Aetna deal for CNSide, adds about 26M members
Not financial advice.
$BRK.B Berkshire Hathaway just made its biggest buyback ever
— Spent $9.6B on its own stock in Q3, topping the old record of $9.3B from Q3 2020
— Went six straight quarters with zero buybacks, mid-2024 through end of 2025
— September alone was about $5.4B at an average of $506.64 per Class B share
— Bought $2.4B of other stocks and sold $2.8B, so buybacks ran about four times its stock buying
— Since the 2018 rule change, Berkshire can only buy back when the stock trades below what management thinks it's worth
— Cash still grew to $377.4B from $365.5B last quarter, even after the record buyback
— Operating earnings fell 5.8% to $12.7B with Geico weak, and net profit dropped more than 28% to $22.1B
— Greg Abel is now running the show after Buffett stepped down as CEO
Not financial advice.

