WS #11036
No material new developments in the last 30 minutes. The previous synthesis remains current with no counter-signals or de-escalation to report.
Topics
Key developments
- AeroVironment (AVAV) Q4 earnings beat: record revenue $641.6M, EPS $1.84 vs $1.46 estimate
- Digital Realty (DLR) to buy Blackstone's data center stakes for $3.5B, valuing assets at $7.8B
- Praxis Precision Medicines (PRAX) FDA PDUFA date extended to December 27, 2026
- Dark pool alert: $450M Visa (V) block trade and $171M Applied Materials (AMAT) block trade detected
- Concentrix (CNXC) misses Q2 EPS, issues weak guidance; stock drops 24% after-hours
- Methanex (MEOH) to idle Titan methanol plant in Trinidad and Tobago due to gas supply issues
- Charter Communications (CHTR) surges on report of SpaceX partnership talks for mobile services
- Gulfport Energy (GPOR) acquires 4,700 net undeveloped acres in Ohio Utica for $83M