Piper Sandler

HP and HPE fiscal 2026 financial performance

3 clusters · 15 sources · last updated 2 days ago

Latest: Hewlett Packard Enterprise shares fall amid AI sector selloff and downgrade

HP Inc. and Hewlett Packard Enterprise (HPE) have both reported strong fiscal third-quarter 2026 financial results, driven significantly by demand for artificial intelligence technologies. HP Inc. reported a 12.5 percent

CoreWeave expansion and financial scrutiny persist

15 clusters · 36 sources · last updated 2 days ago

Latest: CoreWeave receives $107 million investment from Appaloosa Management

CoreWeave’s shares have faced volatility as investors weigh massive capital expenditures against rapid revenue growth. Following a second-quarter revenue report of $2.58 billion—a 112% year-over-year increase—the company

Rivian rolls out RivianOS 2 and refreshes R1 lineup

29 clusters · 76 sources · last updated 3 days ago

Latest: Rivian unveils refreshed 2027 R1S and R1T electric vehicles

Rivian has launched RivianOS 2, its largest software update to date, designed to unify the software stack across R1 and R2 vehicle lineups. The update features a redesigned user interface with a vertical status bar, reor

Quantinuum investor relations and conference participation

2 clusters · 11 sources · last updated 4 days ago

Latest: Quantinuum to attend Piper Sandler Growth Frontiers Conference

Quantinuum, a quantum computing company specializing in trapped-ion technology, has announced participation in two upcoming industry conferences in September 2026. In early September, the company’s management team was s

Boston Scientific cybersecurity incident

4 clusters · 23 sources · last updated 5 days ago

Latest: Boston Scientific restores operations after cybersecurity disruption

On August 25, 2026, Boston Scientific identified a cybersecurity incident that caused global operational disruptions. The attack impacted information technology systems and business applications, hindering the company’s

Navitas and AMD AI-infrastructure growth

16 clusters · 81 sources · last updated 5 days ago

Latest: Broadcom and AMD see analyst interest amid AI infrastructure boom

In early July 2026, Navitas Semiconductor’s stock swung approximately 6% amid analyst price target increases and insider share sales. Two weeks later, Navitas reported unaudited Q2 2026 results featuring a 22% sequential

Take-Two Interactive digital strategy and GTA VI outlook

10 clusters · 165 sources · last updated 6 days ago

Latest: Grand Theft Auto VI generates massive hype and commercial interest

Take-Two Interactive continues to navigate the aftermath of leaks by ‘Cyberleek’ while preparing for the November 19, 2026, launch of Grand Theft Auto VI. Following an extended preview on Netflix, Take-Two shares rose ap

DroneShield faces stock pressure and ASIC probe

24 clusters · 22 sources · last updated 7 days ago

Latest: DroneShield appoints new CFO amid rising revenue and high short interest

DroneShield continues to face a divergence between operational growth and stock performance. While the company reported a 74 percent revenue increase for the first half of fiscal year 2026—reaching A$125.8 million—and ma

Simon Property Group Q2 performance and debt refinancing

3 clusters · 5 sources · last updated 7 days ago

Latest: Simon Property Group to issue $800 million in new debt

Simon Property Group, the largest owner of retail centers in the United States, reported strong second-quarter 2026 financial results. The company saw a 19.5 percent increase in revenue, totaling $1.79 billion, and a con

Dutch Bros operational growth and expansion

3 clusters · 9 sources · last updated 14 days ago

Latest: Dutch Bros declines bid for Salad and Go locations as 7 Brew wins

Dutch Bros Inc. has demonstrated operational growth and expansion efforts despite initial stock price volatility. In its second-quarter results, the company reported 8.3% same-store sales growth for company-owned locatio

Tyler Technologies financial performance and stock movement

2 clusters · 2 sources · last updated 21 days ago

Latest: Corporate market updates: Insider purchases and stock fluctuations

Tyler Technologies reported second-quarter 2026 revenue of $645.1 million, representing an 8.2% year-over-year increase. This growth was driven largely by a 21.7% rise in SaaS revenues, which reached $230.6 million. The

AGNC Investment REIT performance

3 clusters · 5 sources · last updated 24 days ago

Latest: AGNC Investment Corp. sees institutional buying and mixed analyst ratings

In late July 2026, AGNC Investment Corp., a mortgage REIT, was noted for a dividend yield exceeding 13% and a stable net spread and leverage. Institutional holdings shifted dramatically: Allspring Global Investments cut

Mobileye Global market and analyst activity

2 clusters · 2 sources · last updated 26 days ago

Latest: JetBlue and Mobileye face analyst downgrades

Mobileye Global experienced shifts in institutional holdings and analyst sentiment. HSBC Holdings PLC significantly reduced its stake in the company, selling 167,845 shares. During the same period, several other investor

Rigetti Computing corporate restructuring

2 clusters · 2 sources · last updated 27 days ago

Latest: Rivian shares rise as Rigetti announces quantum computing restructuring

Rigetti Computing has announced a corporate restructuring aimed at scaling the deployment of on-premises quantum systems and prioritizing quantum processor development. The company is centralizing its manufacturing, so

Replimune Group financial and insider activity

2 clusters · 3 sources · last updated 28 days ago

Latest: Replimune Group shares rise amid CFO stock sale

Replimune Group has experienced recent financial and leadership activity. In mid-August, CEO Sushil Patel, CFO Emily Luisa Hill, and insider Konstantinos Xynos sold shares to cover tax withholding obligations related to