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$POLA Polar Power lines up fresh capital — — Entered up to $25M committed equity facility with Roth Principal Investments — Funds earmarked for working capital and DC power systems growth, including data center power/cooling and drone charging — Company under no obligation to draw the full amount — Any shares sold would be dilutive to existing holders Worth watching for dilution risk if they tap it heavy. Not financial advice.

$RMBS Rambus Inc $RMBS Rambus keeps grinding higher — — EPS $0.77 vs $0.72 expected, beat by 6.94% — Revenue $207.40M vs $198.30M expected, beat by 4.59% — EPS up 24.19% YoY, revenue up 20.44% YoY — Next Q revenue guide $210M-$216M Not financial advice.

$CDNS Cadence Design Systems $CDNS Cadence delivers another beat — — EPS $2.11 vs $2.06 expected, beat by 2.43% — Revenue $1.58B, in-line with estimates, beat by 0.25% — EPS up 27.88% YoY, revenue up 24.24% YoY — FY non-GAAP EPS guide $8.05-$8.15 Not financial advice.

$NVTS Navitas Semiconductor $NVTS Navitas Q2 mixed — — EPS -0.04, in-line with estimates — Revenue $10.50M vs $9.97M expected, beat by 5.32% — EPS down 80% YoY, revenue down 27.40% YoY — Next Q net revenue guide $13.5M ± $0.5M Not financial advice.

$FFIV F5 Inc $FFIV F5 posted a strong Q3 — — EPS $4.73 vs $4.00 expected, beat by 18.25% — Revenue $865M vs $833.62M expected, beat by 3.76% — EPS up 13.70% YoY, revenue up 11% YoY — FY EPS guide raised to $17.21-$17.33 Not financial advice.

$AMKR Amkor Technology $AMKR Amkor smashed Q2 — — EPS $0.70 vs $0.48 expected, beat by 45.83% — Revenue $1.90B vs $1.82B expected, beat by 4.29% — EPS up 218.18% YoY, revenue up 25.58% YoY — Next Q guide: net sales $1.95B-$2.05B, EPS $0.72-$0.82 Not financial advice.

$NUE Nucor posted a solid Q2 beat — — EPS $4.84 vs $4.53 expected, beat by 6.84% — Revenue $10.40B vs $10.13B expected, beat by 2.67% — EPS up 86.15% YoY, revenue up 23% YoY Steel demand holding up well into the back half. Not financial advice.

$CLS Celestica Q2 came in strong across the board — — EPS $2.54 vs $2.31 expected, beat by 9.96% — Revenue $4.70B vs $4.39B expected, beat by 7.06% — EPS up 82.73% YoY, revenue up 62% YoY — Full year guide raised: $20.5B revenue, $11.30 adjusted EPS, $600M FCF Clean beat and raise. Not financial advice.

$APLD Applied Digital Q4 numbers are mixed — — EPS came in at -0.39 vs -0.28 expected, miss by 39% — Revenue hit $240.352M vs $95.32M expected, beat by 152% — EPS down 63% YoY, revenue up 532% YoY — EPS down 8% QoQ, revenue up 90% QoQ Bottom line dragged by the miss but top line growth is massive. Not financial advice.

$WLDS Wearable Devices — activist shareholders J.B.D Innovation and Victor Tshuva & Co. file a 13D demanding a Special General Meeting — Letter titled "Stopping Corporate Waste" — filed against CEO/Chairman Asher Dahan and the board — JBD holds ~21.8% of voting rights, VT Law Offices ~3.0% — together roughly a quarter of the company — This is a real activist stake with a governance demand, not a passive filing — signals a fight brewing over board/management decisions — Details on their specific grievances weren't fully spelled out in the exhibit excerpt available — worth watching for the full special meeting agenda Not financial advice.

$FRTT Fort Technology's LOI with Logia USA for clean fuel/energy security solutions for AI data centers is getting Street attention — Plans to invest up to $7M in clean fuel tech aimed at improving energy reliability for AI computing facilities — Company also holds a partnership with Nexera Technologies, giving it exposure across multiple AI infrastructure segments — Started trading in June, already swung from ~$1-2 to $4-6 highs — extremely volatile, early-stage name — A boutique firm issued a bullish price call tied to execution on this strategy — that's promotional coverage, not independent research, and shouldn't be read as a guarantee — No revenue disclosed yet, purely strategy/LOI stage Not financial advice.

$AMZE Amaze Holdings partners with BIGtoken to launch a creator affiliate wallet across its ecosystem — Combines Amaze's creator/commerce/brand tools with BIGtoken's digital wallet and attribution infrastructure — Lets brands run affiliate/influencer campaigns while creators discover opportunities and track earnings in one place — Adds a new monetization layer for Amaze's creator network — no financial terms or revenue projections disclosed — Early-stage partnership announcement, still subject to integration and adoption — no live product timeline given Not financial advice.

After Hours Earnings today. — $CDNS Cadence — semis/software — $SANM Sanmina — electronics mfg — $KFRC Kforce — staffing — $APLD Applied Digital — data centers — $NVTS Navitas — semis — $RMBS Rambus — semis — $AMKR Amkor — semis — $FFIV F5 — networking — $WELL Welltower — REIT/healthcare — $AGYS Agilysys — software — $BRX Brixmor — REIT/retail — $OPK Opko Health — healthcare — $CINF Cincinnati Financial — insurance — $TFII TFI International — trucking — $KRC Kilroy Realty — REIT/office — $NWBI Northwest Bancorp — banking — $RNGR Ranger Energy — energy services — $CLS Celestica — electronics mfg — $ESI Element Solutions — chemicals — $UHS Universal Health Services — healthcare — $SSD Simpson Manufacturing — building products — $HTO H2O America — utilities — $PFG Principal Financial — insurance/asset mgmt — $SUI Sun Communities — REIT/residential — $CDP COPT Defense — REIT/office — $NBTB NBT Bancorp — banking — $UDR UDR — REIT/residential — $NUE Nucor — steel — $NTB Butterfield — banking — $FSUN FirstSun Capital — banking — $BRO Brown & Brown — insurance Not financial advice.

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$CAPR response Capricor has engaged fully and transparently with the FDA throughout the review process for our Biologics License Application for Deramiocel and has been responsive to every request from the FDA.

$CAPR Capricor Therapeutics pushes back on FDA briefing materials ahead of its Deramiocel Advisory Committee meeting for Duchenne muscular dystrophy — Says FDA's post-hoc analyses rely on SAP version 1.1, an unsigned, incomplete internal draft company calls obsolete after cohort B was added — Company's own results are governed by SAP version 3.0, finalized before unblinding — Claims Phase 3 HOPE-3 data shows a statistically significant benefit on the primary endpoint PUL 2.0, plus supportive cardiac function benefits — This is Capricor's own rebuttal narrative going into the AdCom — the committee and FDA still get final say on which analysis framework counts — High-stakes binary event — AdCom outcome is the catalyst to watch here, not this statement alone Not financial advice.

$WIMI WiMi Hologram Cloud publishes research on a "quantum visual tracking algorithm" combining quantum computing with classic visual tracking frameworks — Claims faster training and parallel target detection vs classic algorithms, via quantum-state encoded ridge regression — Pitched for robotics, autonomous driving perception, and industrial vision inspection — Pure research/whitepaper announcement — no product, no revenue, no partner, no timeline attached — WIMI puts out these quantum/AI research releases very frequently — treat as routine PR, not a fundamental catalyst Not financial advice.

$MNDR Mobile-health Network Solutions forms an exclusive JV with Jospong Group to launch in Ghana — New entity MHNS Ghana gets exclusive rights to deploy MNDR's digital healthcare ecosystem in the country — Initial capitalization $2.5M — MNDR contributes $1.225M in tech, Jospong puts in $1.275M cash — 10-year term, renewable in 5-year blocks — Ghana positioned as the first launch market for a broader Sub-Saharan Africa expansion plan — Jospong brings local regulatory/operating muscle (70+ subsidiaries across Ghana); MNDR brings the tech — Still pre-launch — subject to regulatory approval before first services go live Not financial advice.

$VTIX Virtuix sells its first Omni One Enterprise system to Tesla for the Optimus humanoid robot division — Used for teleoperation — lets a human remotely control the robot in real time via Virtuix's full-body treadmill platform — Follows existing Virtuix ties with Meta, NASA, and all four US military branches — Marks expansion beyond consumer VR into enterprise/robotics use cases — Single system sale — no dollar figure or recurring order disclosed, so treat as a proof-of-concept win rather than a revenue-moving deal for now — Tesla name-brand association is the real headline value here Not financial advice.

$VIVK Vivakor's Houston Remediation Processing Center moves into commissioning — Capital funding under the Monarch Remediation & Processing I JV is now fully fulfilled — Commissioning covers system testing, equipment validation, operational readiness — precursor to commercial operations — Facility is Vivakor's flagship oil waste remediation site in Harris County, TX — No commercial operations date given yet — company says more updates as milestones hit — Milestone update, not revenue yet — actual commercial start is still the catalyst to watch for Not financial advice.

$NRGV Energy Vault breaks ground on its Snyder, Texas AI infrastructure campus for Crusoe Cloud — Phase 1 delivers 8MW of powered shell capacity, expandable to 25MW, targeting commercial operation Q1 2027 — Buying ten Crusoe Spark modular data centers, then leasing them back to Crusoe as powered infrastructure — Site designed for up to 500MW long-term capacity, with revenue per MW guidance unchanged — Follows through on the previously announced Crusoe commercial agreement — this is construction start, not a new deal — Modular units install in weeks vs. years for traditional data centers — key to the "speed-to-power" pitch Not financial advice.