Strategic Deals & Corporate Actions
RTX (RTX) has struck a deal through its Pratt & Whitney division with Delta TechOps to boost engine overhaul capacity by over 30% at its Atlanta facility, potentially raising annual overhauls to 450 engines. Read the full release.
Synchrony (NYSE: SYF) announced a strategic integration with Adobe Commerce to support merchants through extended term promotions on its credit cards and the introduction of a Pay Later installment financing option. Details are in the announcement.
Infineon Technologies AG (IFNNY) is set to strengthen its market position by acquiring Marvell’s Automotive Ethernet business for US$2.5 billion, a move expected to generate up to US$250 million in revenue for 2025. Full details are available here.
Guardian and Janus Henderson (JHG) revealed a strategic partnership to manage Guardian’s $45 billion investment-grade public fixed income portfolio, backed by committed seed capital of up to $400 million. The announcement outlines the details.
Zillow (ZG) has partnered with HomeServices of America to roll out an AI-powered listing experience, Zillow Showcase, which has already delivered around 2% higher sale prices along with improved customer engagement. Read the full coverage.
Corporate Restructuring & Strategic Transformations
O-I Glass (OI) has unveiled its “Fit to Win” initiative in France as a key part of a major restructuring effort. The plan, addressing market slowdown, overcapacity, and fierce competition, involves consultations with employee representatives over adjustments at several plants—impacting around 320 positions—and notable investments under its 2025 capital plan. More details are available in the full release.
Biotech & Healthcare Innovations
Johnson & Johnson (JNJ) showcased promising Phase 3 data for nipocalimab in treating gMG, demonstrating sustained disease control over 84 weeks with notable steroid-sparing benefits. The release offers more insight.
argenx (ARGX) presented robust AAN 2025 data for VYVGART, with 75% of gMG patients showing sustained improvement, setting a new benchmark in treatment outcomes. Details are in the presentation.
Nurix Therapeutics (NRIX) reported strong Q1 2025 results, with revenue climbing to $18.5M—a boost driven by a $15M license extension fee from Sanofi and key collaboration milestones—along with notable board updates. Explore the full update.
NeOnc Technologies Holdings (NASDAQ: NTHI) announced that Phase I enrollment for its innovative brain cancer therapy, NEO212, is nearly complete. The novel approach, combining temozolomide with perillyl alcohol, is designed to address current chemotherapy limitations. Further details can be found in the announcement.
ImmuCell (ICCC) delivered record-breaking preliminary Q1 2025 sales of $8.1 million, marking an 11% year-over-year increase, while also posting significant six- and twelve-month gains as it initiates a controlled launch of Re-Tain®. More details appear in the report.
Serina Therapeutics (NYSE: SER) has secured $5 million in strategic funding to advance its lead candidate, SER-252, aimed at treating Advanced Parkinson's disease. The financing will support the initiation of a Phase 1 clinical trial scheduled for the fourth quarter of 2025. Read the full update.
Digital & Technological Solutions, Energy & Infrastructure
NextDecade (NEXT) secured a 20-year LNG sale and purchase agreement with an Aramco subsidiary for Train 4 at the Rio Grande LNG Facility, committing to deliver 1.2 MTPA of LNG on an FOB basis. Full details are outlined in the announcement.
Dell Technologies (DELL) unveiled new infrastructure innovations featuring updated PowerEdge servers and enhanced PowerStore software, poised to optimize AI-ready data centers with improved space efficiency. Learn more in the full update.
Amazon (AMZN) introduced Amazon Nova Sonic, a breakthrough unified AI model for speech understanding and generation that achieved a 4.2% word error rate with an average real-time latency of 1.09 seconds. The announcement details this innovation.
Palo Alto Networks (NASDAQ: PANW) surpassed $1.5 billion in cumulative sales on Google Cloud Marketplace, bolstered by 75 solution integrations and several 2025 Google Cloud Partner of the Year accolades. More information is available in their release.
CF Industries announced a joint venture with JERA and Mitsui to construct the world’s largest low-carbon ammonia plant in Louisiana, targeting an annual capacity of 1.4 million metric tons on a projected $4 billion investment. Project details are provided in the full release.
Aehr Test Systems (NASDAQ: AEHR) reported robust Q3 fiscal 2025 performance with net revenue climbing to $18.3 million and strong bookings of $24.1 million, supported by a diversified revenue base that includes AI processors and GaN power semiconductors. The company’s announcement provides further details.
Satellogic Inc. (NASDAQ: SATL) has secured a $30 million multi-year contract to provide AI-powered Earth observation services for a strategic defense and security customer. The contract involves delivering multiband optical imagery and real-time analytics—including rapid change monitoring and target detection—with data processed onboard satellites. Read the full details.
Millicom (Tigo) released its 2024 Annual Report, marking a transformative year in Latin America’s telecommunications landscape. CEO Marcelo Benitez and Chairman Maxime Lombardini outlined Tigo's strategic enhancements across fixed and mobile networks, digital platforms, and content services in the report.
Financial & Resource Updates
NewtekOne (NEWT) reported robust Q1 2025 results, driven by significant growth in SBA 7(a) loan originations and increased commercial and consumer deposits, while maintaining EPS guidance between $2.10–$2.50 per share. Read the full details.
Mama's Creations (NASDAQ: MAMA) posted strong Q4 FY2025 numbers, with revenues surging 25.7% to $33.6 million, and full-year revenues rising 19.4% to $123.3 million, driven by major new customers including Walmart, Albertsons, Costco, and Amazon Fresh. The report highlights key operational milestones.
Karman Space & Defense (NYSE: KRMN) reported impressive full-fiscal year 2024 results with a record revenue of $345.3 million—up 23.0% year over year—and a net income of $12.7 million (up 191.3%). The company also recorded an adjusted EBITDA of $106.1 million (up 29.7%), a record funded backlog of $579.8 million (up 35.2%), and successfully completed a $581.9 million IPO in February 2025. For 2025, Karman projects revenue between $423–$433 million with adjusted EBITDA in the range of $132–$137 million. Read the full report.
Cal-Maine Foods (NASDAQ: CALM) delivered strong Q3 fiscal 2025 results with net sales reaching $1.4 billion and net income of $508.5 million ($10.38 per diluted share), along with a record 331.4 million dozens sold—a 10.2% increase year-over-year. Key highlights include a rise in the net average selling price per dozen to $4.060 and a $500 million share repurchase program. Post-quarter, Cal-Maine announced a definitive agreement to acquire Echo Lake Foods for approximately $258 million, a move expected to be mid-single digit accretive to earnings starting fiscal 2026. Read more in their announcement.
Sandstorm Gold Royalties (NYSE: SAND) delivered strong preliminary Q1 2025 results, reporting record revenue of $50.1 million from approximately 18,500 attributable gold equivalent ounces sold—up from $42.8 million in Q1 2024. The company also achieved record total sales and income of $54.1 million, along with a significant share repurchase of roughly 3.1 million common shares for $19.0 million. Full Q1 results are scheduled for release on May 6, 2025. Read the release.
