Browsing Tag
Stifel
28 posts
Marvell hands Google $12.2bn warrant to close hyperscaler custom silicon sweep
Marvell's $12.2bn Google warrant vests only against $120bn in cumulative custom silicon revenue, six times its current data centre run rate through fiscal 2033.
Braveheart Bio IPO targets $1.2bn valuation as HCM drug race heats up
Braveheart Bio is seeking up to $318.8 million in its Nasdaq IPO, but investors must decide whether its cardiac myosin inhibitor can compete in an increasingly crowded hypertrophic cardiomyopathy market.
SLB (NYSE: SLB) jumps 11% as data centers widen the growth story
SLB stock jumped 11% after a Q2 earnings beat. Can ChampionX, offshore recovery and data-centre growth sustain the rerating?
MaxLinear (NASDAQ: MXL) slides 22% as AI expectations outrun its Q2 beat
MaxLinear stock fell 22% despite strong Q2 results. Can optical AI growth, rising margins and Q3 guidance justify MXL’s valuation?
Eos Energy (NASDAQ: EOSE) surges 21% after Golden Dome Z3 prototype award from Pentagon
Eos Energy (NASDAQ: EOSE) surges 21% after winning a multi-million-dollar Golden Dome prototype contract from the Department of War, referenced by Trump.
Ionis Pharmaceuticals (IONS) drops 21% as Wainua Phase 3 ATTR-CM trial fails, Alnylam Amvuttra and BridgeBio Attruby emerge as clear beneficiaries
Ionis (IONS) drops 21% as Wainua Phase 3 ATTR-CM trial fails primary endpoint. Peak sales cut to $4B. Alnylam and BridgeBio benefit from the reset.
Penguin Solutions (PENG) delivers Q3 fiscal 2026 double beat, raises FY26 revenue growth to 22% on agentic AI demand as Integrated Memory jumps 111%
Penguin Solutions (PENG) posts Q3 double beat, raises FY26 revenue growth to 22% on agentic AI demand. Shares up 8.5% AH, Integrated Memory jumps 111%.
ITG lands a $312m IPO, but the $16 price reveals what investors would not pay
ITG priced its Nasdaq initial public offering below the proposed range, raising $312.2 million as investors weighed broadband growth against debt, weaker margins and customer concentration.
From launch to constellation: how Rocket Lab’s $8bn Iridium deal closes the loop
Rocket Lab (RKLB) to acquire Iridium (IRDM) in $8B cash-stock deal, creating a vertically integrated space platform. Full analysis from BNT on the SpaceX challenger.
uniQure surges 78% as FDA clears accelerated approval path for its Huntington’s disease gene therapy
uniQure (QURE) surges 78 percent as FDA clears accelerated approval path for AMT-130 in Huntington's disease, with BLA filing due Q3 2026. Full analysis.