Track market-moving stories before they get noisy

New York, NY, Sept. 09, 2026 (GLOBE NEWSWIRE) -- Alpha AI Corporation ("Alpha AI"), developer of the Alpha Liquid Terminal ("ALTx"), today announced the relaunch of its platform as the ALT/X Compute Terminal, refocusing the product on pricing, power and capacity data for the global AI compute market. 

The relaunch follows the strategic investment made in Alpha Liquid Terminal by Alpha Compute Corp. (Nasdaq: ALP) announced December 16, 2025, and Alpha Compute's subsequent investment in Alpha AI Corporation, ALTx's parent company. 

The first public release is live now at altx.finance.

Why compute, and why now

Compute has emerged as the fundamental commodity of the artificial intelligence era, yet it remains one of the most opaque markets in existence. Rental rates for silicon fluctuate across various hardware generations, geographic regions, and commitment terms, operating without a standardized benchmark for pricing. Energy availability, now the primary bottleneck for infrastructure expansion, remains localized in its costs and regulatory framework. Consequently, purchasers are forced to negotiate without visibility, while operators and financial backers are committing to long-term deployments based on anecdotal and siloed information.

The ALT/X Compute Terminal applies the modular data-aggregation and AI-agent architecture originally built for digital asset markets to that problem.

What is in the first release

Compute Screener. Screen and compare GPU capacity across providers and regions, with filters spanning:

Accelerator type — NVIDIA H100, H200, B200 and B300-class hardware, and comparable siliconPricing structure — on-demand, spot, reserved and multi-year contracted rates, normalized to a per-GPU-hour basisRegion and jurisdiction — North America, Europe and other served marketsAvailability — advertised capacity, lead times and deployment status Power and energy layer. Industrial electricity rates, grid carbon mix, renewable sourcing, cooling and efficiency benchmarks, and interconnection conditions by region — surfaced alongside compute pricing so that all-in delivered cost, not headline rate, is the comparison.

Data center and capacity tracking. Facility-level coverage of announced, under-construction and live capacity, including operator, power envelope and energy profile.

ChatAnalyst for compute. ALTx's AI copilot, re-grounded on the compute dataset, answering natural-language questions about pricing spreads, regional cost differentials and capacity trends with citations back to underlying sources.

Roadmap

Planned phases include expanded provider and facility coverage, historical time series and index construction for benchmark GPU-hour pricing, forward and contract curves, an API for institutional users, and integration of confidential-compute and sovereign-AI capacity as a distinct tracked category.

The ALTX token utility framework described in the platform's published materials including pay-as-you-go data access, staking for premium data tiers, and rewards for verified data contribution is being adapted to the compute dataset. 

Relationship to Alpha Compute Corp.

Alpha Compute Corp. (Nasdaq: ALP) is an investor in both Alpha Liquid Terminal and its parent, Alpha AI Corporation. Alpha AI Corporation operates independently of Alpha Compute Corp. The ALT/X Compute Terminal is a vendor-neutral data platform and does not preference Alpha Compute capacity in its screener results.

About Alpha Liquid Terminal (ALT/X) and Alpha AI Corporation

Alpha Liquid Terminal is a modular research, analytics and execution platform developed by Alpha AI Corporation. Originally built for tokenized and digital asset markets with institutional-grade integrations and AI research agents, the platform is relaunching as the ALT/X Compute Terminal, to bring transparency to market data and an intelligence layer for GPU compute, power and AI infrastructure. Learn more at altx.finance.

About Alpha Compute Corp.

Alpha Compute Corp. (Nasdaq: ALP) is an AI infrastructure company specializing in GPU-as-a-service and AI Confidential Compute. Alpha Compute’s mission is to support clients, subsidiaries, and partners across critical sectors including: finance, defense, intelligence, and media with the essential framework for any organization requiring secure, confidential computing environments. For more information, please visit: https://www.alphacompute.ai/

The company is domiciled in the British Virgin Islands with offices in New York, Los Angeles, Miami, Amsterdam and Toronto. Alpha Compute is a founding partner of the Right2Compute Coalition; more information is available at www.right2compute.com 

Investor & Media Contact
Alpha Compute Corp.
[email protected]
www.alphacompute.ai 

Euro-denominated stablecoins reached a total supply of $848.1 million as of September 7, according to Token Terminal. This marks an increase of 22.6% since January 1, when the supply was $691.7 million. In absolute figures, euro stablecoins added approximately $156 million this year.

Dollar supply remains dominantOver the same period, stablecoins pegged to the US dollar saw a similar net addition of $159 million, rising from $298.54 billion to $298.699 billion. Despite the nearly identical net new supply, the scale of the two markets is sharply different. Dollar-pegged stablecoins are roughly 350 times larger than their euro equivalents.

Currently, US dollar stablecoins account for 99.5% of the global market share, while euro stablecoins hold 0.3%, placing them a distant second in the stablecoin market.

Stablecoin typeMarket shareSupply (as of Sep 7)YTD supply growthDollar-based99.5%$298.7 billion+ $159 millionEuro-based0.3%$848.1 million+ $156 millionMarket concentration among euro stablecoinsThe euro stablecoin sector is highly concentrated among a few issuers. EURC holds a 62.6% market share, while EURCV controls 19.6%. Together, these two tokens represent more than 82% of the total euro stablecoin supply. EURI and EURe account for 4.5% and 3.9%, respectively, and the remaining 22 assets combined contribute just under 6%.

EURCV’s position is particularly noteworthy. This stablecoin is issued by SG-Forge, a digital assets subsidiary of Société Générale—a major European bank. SG-Forge operates as an electronic money institution authorized by the French financial regulator ACPR, under the Markets in Crypto-Assets (MiCA) regulation. As a result, a licensed European bank subsidiary now issues roughly one fifth of the entire euro stablecoin market. By contrast, the US dollar stablecoin sector continues to be dominated by Tether and Circle, with no direct bank-backed competition of this scale.

Mini dictionary: MiCA, or Markets in Crypto-Assets Regulation, is a comprehensive regulatory framework developed by the European Union to oversee the issuance and operation of crypto-assets, including stablecoins, across EU member states.

EURC and EURCV control a combined 82% of the euro stablecoin market, showing a high level of issuer concentration compared to the more fragmented landscape of other stablecoin sectors.

Ethereum leads euro stablecoin networksGrowth within the euro stablecoin sector is largely taking place on Ethereum. Since the beginning of the year, euro stablecoin supply on Ethereum grew from $463.4 million to $588.7 million, adding $125 million and now commanding 69.4% of the market. Solana follows with a 14.7% market share, increasing from $94.9 million to $124.9 million over the same period. Combined, these two networks absorbed most of the euro stablecoin sector’s annual growth.

ChainStart of Year SupplyCurrent SupplyGrowthMarket ShareEthereum$463.4 million$588.7 million+$125 million69.4%Solana$94.9 million$124.9 million+$30 million14.7%Base$73.9 million$58.7 million– $15.2 millionN/AGnosisN/A$22.3 million+ a few millionN/ABNB Chain$4.1 million$10.4 million+$6.3 millionN/ABase registered a decline in supply, falling from $73.9 million to $58.7 million. Meanwhile, Gnosis increased its euro stablecoin supply to $22.3 million, and BNB Chain grew from $4.1 million to $10.4 million.

Supply outpaces demandLegal clarity from MiCA has allowed European banks and licensed electronic money institutions to issue euro stablecoins. However, overall user demand for these tokens remains limited. Offshore demand for dollar-backed stablecoins still far exceeds the appetite for euro-denominated alternatives. In Europe, where users already hold euros directly, demand for euro stablecoins in decentralized finance (DeFi) lending pools and as collateral remains low.

Due to this dynamic, current growth in euro stablecoin supply is being driven mainly by issuers, rather than underlying user demand.

New compliant issuance is landing where institutional liquidity already sits, but user adoption continues to lag behind supply.

Concurrent Investment Advisors LLC boosted its holdings in Brookfield Corporation (NYSE:BN – Free Report) by 520.1% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 47,684 shares of the company’s stock after purchasing an additional 39,994 shares during the period. Concurrent Investment Advisors LLC’s holdings in Brookfield were worth $2,031,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the business. MCF Advisors LLC acquired a new position in shares of Brookfield during the 4th quarter worth about $26,000. Quattro Advisors LLC acquired a new stake in shares of Brookfield in the fourth quarter valued at about $26,000. Truvestments Capital LLC raised its holdings in Brookfield by 49.9% during the fourth quarter. Truvestments Capital LLC now owns 640 shares of the company’s stock worth $29,000 after acquiring an additional 213 shares in the last quarter. Entrust Financial LLC bought a new stake in Brookfield during the fourth quarter worth about $35,000. Finally, Delta Asset Management LLC TN boosted its position in Brookfield by 49.8% during the fourth quarter. Delta Asset Management LLC TN now owns 935 shares of the company’s stock valued at $43,000 after purchasing an additional 311 shares during the last quarter. 61.60% of the stock is currently owned by institutional investors and hedge funds.

Brookfield Price Performance Shares of NYSE BN opened at $39.29 on Wednesday. The company has a quick ratio of 1.22, a current ratio of 1.34 and a debt-to-equity ratio of 1.54. The business’s 50 day moving average price is $42.60 and its two-hundred day moving average price is $43.28. The company has a market cap of $96.32 billion, a PE ratio of 71.43 and a beta of 1.53. Brookfield Corporation has a twelve month low of $37.93 and a twelve month high of $49.56.

Brookfield (NYSE:BN – Get Free Report) last released its quarterly earnings data on Thursday, August 13th. The company reported $0.66 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.62 by $0.04. Brookfield had a return on equity of 3.93% and a net margin of 1.85%.The company had revenue of $1.66 billion during the quarter, compared to analysts’ expectations of $1.66 billion. On average, analysts predict that Brookfield Corporation will post 2.93 EPS for the current year. Brookfield Announces Dividend The firm also recently declared a quarterly dividend, which will be paid on Tuesday, September 29th. Investors of record on Monday, September 14th will be paid a $0.07 dividend. This represents a $0.28 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date is Monday, September 14th. Brookfield’s dividend payout ratio is 50.91%.

Analyst Upgrades and Downgrades BN has been the subject of a number of analyst reports. JPMorgan Chase & Co. raised their price target on Brookfield from $60.00 to $62.00 and gave the company an “overweight” rating in a research note on Tuesday, May 12th. Scotiabank reiterated an “outperform” rating and set a $54.00 price objective (up from $53.00) on shares of Brookfield in a research note on Friday, August 14th. Morgan Stanley set a $59.00 price objective on Brookfield and gave the company an “overweight” rating in a report on Tuesday, July 21st. Weiss Ratings reissued a “hold (c)” rating on shares of Brookfield in a research note on Wednesday, June 24th. Finally, TD boosted their target price on shares of Brookfield from $60.00 to $61.00 and gave the stock a “buy” rating in a report on Friday, August 14th. One equities research analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $57.40.

Check Out Our Latest Stock Report on Brookfield

About Brookfield (Free Report)

Brookfield Corporation (NYSE: BN) is a global investment and asset management company that owns and operates businesses across real estate, renewable power and transition, infrastructure, and private equity. Through its operating platforms and investments, the company is involved in assets such as office, retail, multifamily and logistics properties; hydroelectric, wind and solar facilities; transportation, data and utility infrastructure; and companies in industries including industrials, technology and business services.

Brookfield also maintains a significant interest in Brookfield Asset Management, an alternative asset manager that manages capital for institutional and individual investors.

See Also Five stocks we like better than Brookfield Tesla’s Robotaxi Launch Wasn’t the Moment Investors Expected Despite Post-Earnings Drop, Wall Street Analysts Eye New Highs for Broadcom Stock Morgan Stanley Eyes Good Things Ahead for Meta After $18 Billion Legal Settlement Q3 Earnings Could Be the Catalyst the Market Has Been Waiting For

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Allianz Asset Management GmbH trimmed its position in Manulife Financial Corp (NYSE:MFC – Free Report) (TSE:MFC) by 25.3% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 356,049 shares of the financial services provider’s stock after selling 120,513 shares during the period. Allianz Asset Management GmbH’s holdings in Manulife Financial were worth $14,435,000 at the end of the most recent quarter.

Other institutional investors have also recently bought and sold shares of the company. Basepoint Wealth LLC acquired a new position in shares of Manulife Financial in the 4th quarter valued at $25,000. Addison Advisors LLC bought a new stake in shares of Manulife Financial in the second quarter worth $25,000. First Bancorp Inc ME bought a new stake in Manulife Financial during the 2nd quarter worth about $26,000. POM Investment Strategies LLC acquired a new position in Manulife Financial during the second quarter valued at approximately $26,000. Finally, Hantz Financial Services Inc. acquired a new position in shares of Manulife Financial during the 4th quarter worth approximately $28,000. Institutional investors and hedge funds own 52.56% of the company’s stock.

Analysts Set New Price Targets MFC has been the subject of several recent analyst reports. BMO Capital Markets reissued an “outperform” rating on shares of Manulife Financial in a report on Friday, August 7th. Scotiabank restated an “outperform” rating on shares of Manulife Financial in a research note on Friday, August 7th. Zacks Research upgraded shares of Manulife Financial from a “strong sell” rating to a “hold” rating in a research note on Wednesday, September 2nd. TD Securities reissued a “buy” rating on shares of Manulife Financial in a research report on Thursday, August 6th. Finally, Weiss Ratings raised Manulife Financial from a “buy (a-)” rating to a “buy (a)” rating in a research report on Wednesday, August 19th. Two analysts have rated the stock with a Strong Buy rating, five have given a Buy rating and one has assigned a Hold rating to the stock. According to MarketBeat, the company has an average rating of “Buy” and a consensus target price of $59.00.

Get Our Latest Report on Manulife Financial Manulife Financial Price Performance Shares of NYSE MFC opened at $43.36 on Wednesday. The stock’s fifty day moving average price is $43.17 and its two-hundred day moving average price is $39.41. Manulife Financial Corp has a one year low of $30.52 and a one year high of $45.33. The firm has a market cap of $71.94 billion, a price-to-earnings ratio of 16.18 and a beta of 0.83.

Manulife Financial (NYSE:MFC – Get Free Report) (TSE:MFC) last posted its earnings results on Wednesday, August 5th. The financial services provider reported $0.79 earnings per share for the quarter, topping analysts’ consensus estimates of $0.78 by $0.01. The company had revenue of $2.22 billion during the quarter, compared to the consensus estimate of $7.28 billion. Manulife Financial had a return on equity of 16.68% and a net margin of 9.99%.The company’s revenue was up 7.3% on a year-over-year basis. During the same quarter last year, the firm earned $0.95 earnings per share. On average, equities analysts anticipate that Manulife Financial Corp will post 3.08 earnings per share for the current fiscal year.

Manulife Financial Announces Dividend The business also recently declared a quarterly dividend, which will be paid on Monday, September 21st. Investors of record on Friday, August 21st will be given a dividend of $0.485 per share. The ex-dividend date of this dividend is Friday, August 21st. This represents a $1.94 dividend on an annualized basis and a yield of 4.5%. Manulife Financial’s dividend payout ratio is currently 51.49%.

Manulife Financial Company Profile (Free Report)

Manulife Financial Corporation is a Canada-based financial services company that provides insurance, wealth management and asset management products to individuals, businesses and institutional clients. Its offerings include life and health insurance, retirement solutions, investment products, group benefits and long-term care coverage.

Manulife serves customers primarily in Canada, the United States and Asia. In the United States, its insurance and retirement businesses operate under the John Hancock brand.

Further Reading Five stocks we like better than Manulife Financial Tesla’s Robotaxi Launch Wasn’t the Moment Investors Expected Despite Post-Earnings Drop, Wall Street Analysts Eye New Highs for Broadcom Stock Morgan Stanley Eyes Good Things Ahead for Meta After $18 Billion Legal Settlement Q3 Earnings Could Be the Catalyst the Market Has Been Waiting For Want to see what other hedge funds are holding MFC? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Manulife Financial Corp (NYSE:MFC – Free Report) (TSE:MFC).

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Simplify the drive with modern GPS that offers a low-profile design and seamless navigation for the daily commute, long-distance travel and everything in-between 

, /PRNewswire/ -- Garmin (NYSE: GRMN) today announced completely redesigned Garmin Drive™ navigators, user-friendly GPS solutions to simplify life on the road for all types of drivers. Boasting a unique, high-resolution ultrawide display in two sizes – 7.1- or 8.8-inch – the device's low-profile design is built to be unobtrusive to the driver's line of sight. Users can easily make menu and navigation selections directly from the map with an intuitive interface that shows traffic signs and stop lights along the route for heightened awareness of what's ahead.  

Simplify the drive with modern GPS that offers a low-profile design and seamless navigation for the daily commute, long-distance travel and everything in-between. "With our new Garmin Drive navigators, we've elevated time behind the wheel with a refined navigation experience. From the expansive ultrawide displays to the updated interface and connected features, every detail is thoughtfully crafted to deliver greater confidence, clarity and peace of mind on the road."
—Susan Lyman, Garmin Vice President of Consumer Sales and Marketing

Travel with confidence

Packed with features for all types of drivers, the new Garmin Drive navigators are ready to guide every trip from a daily commute to a cross-country expedition.

Clearly view the route on the all-new ultrawide, edge-to-edge high-resolution display. Easily choose preferred routes and destinations directly from the map-view, while intuitive screen selections, voice commands1, and tap and swipe options allow users to navigate their way. See upcoming traffic lights and stop signs along the route to heighten awareness, while drivers can also receive alerts for upcoming sharp curves, speed changes, school zones and more. Easily find Electric Vehicle charging stations on the route; filter by charging power and receive live availability. Or, see dynamic fuel pricing on the way to the destination all while connected to the Garmin Drive app on a compatible smartphone. Stay aware of possible delays with real-time weather conditions and live traffic data along the route2. Seamlessly search and share points of interest from a connected smartphone to the navigator2 and route there. Browse for best-rated hotels, restaurants and attractions with TripAdvisor® traveler ratings. Drive confidently with preloaded detailed street maps of North America; easily update maps and software when connected to Wi-Fi®.  The Garmin Drive GPS navigators are available now with suggested retail prices ranging from $299.99 to $349.99. To learn more, visit garmin.com/automotive.

Engineered on the inside for life on the outside, Garmin products have revolutionized life for adventurers, athletes, off-road explorers, road warriors and outdoor enthusiasts everywhere. Committed to developing products that enhance experiences, enrich lives and help provide peace of mind, Garmin believes every day is an opportunity to innovate and a chance to beat yesterday. Visit the Garmin Newsroom, email our media team, connect with @garminoutdoor on social, or follow our blog.

1Spoken commands are available in English, German, French, Spanish, Italian, Danish, Dutch and Swedish.
2Available when using the Garmin Drive app on a connected smartphone.

About Garmin: Garmin Ltd. (NYSE: GRMN) is incorporated in Switzerland, and its principal subsidiaries are located in the United States, Taiwan and the United Kingdom. Garmin is a registered trademark and Garmin Drive is a trademark of Garmin Ltd. or its subsidiaries.

© 2026 TripAdvisor, LLC. All other brands, product names, company names, trademarks and service marks are the properties of their respective owners. All rights reserved.

Notice on Forward-Looking Statements:
This release includes forward-looking statements regarding Garmin Ltd. and its business. Such statements are based on management's current expectations. The forward-looking events and circumstances discussed in this release may not occur and actual results could differ materially as a result of known and unknown risk factors and uncertainties affecting Garmin, including, but not limited to, the risk factors listed in the Annual Report on Form 10-K for the year ended December 27, 2025, filed by Garmin with the Securities and Exchange Commission (Commission file number 0-31983). Copies of such Form 10-K are available at https://www.garmin.com/en-US/investors/sec/. No forward-looking statement can be guaranteed. Forward-looking statements speak only as of the date on which they are made and Garmin undertakes no obligation to publicly update or revise any forward-looking statement, whether as a result of new information, future events, or otherwise.

MEDIA CONTACTS:
Mike Cummings and Adrieanna Norse
913-397-8200
[email protected]

SOURCE Garmin International, Inc.

Nuclear stocks that make small modular reactors (SMRs) are attracting investor and analyst interest. SMRs are nuclear fission reactors that are smaller than conventional reactors. They can be built in a factory and then transported to a site.

Although NuScale Power (SMR +15.26%) holds a regulatory lead as the first SMR company to obtain design certification from the U.S. Nuclear Regulatory Commission, Wall Street analysts consistently assign a higher premium and more bullish outlook to Oklo (OKLO +4.94%), which also makes SMRs.

The average price target for NuScale is $12.63, just 30% above its share price as of Sept. 7. Oklo, on the other hand, has an average price target of $79.88, nearly twice its recent share price. While it's important to remember that price targets are just estimates, there are solid reasons to prefer Oklo over NuScale.

Image source: Getty Images

Oklo's integrated model is an advantage Oklo has a build-own-operate revenue stream. Instead of just selling reactor hardware, Oklo plans to retain plant ownership and sell electricity directly to end users through long-term power purchase agreements. This approach generates predictable, recurring, high-margin software-like utility revenue for decades.

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NuScale sells SMRs to traditional public utilities. Analysts see this approach as exposing NuScale to supply chain friction; customer order cancellations, such as the high-profile Utah Associated Municipal Power Systems cancellation in 2023; and capital-intensive utility sales cycles.

Oklo is signing agreements with hyperscalers Oklo has positioned itself as a primary benefactor of the artificial intelligence (AI) boom by marketing directly to tech companies that are building data centers. Oklo has secured major pre-agreements with tech players and hyperscalers, including a recent deal among Oklo, Nvidia (NVDA -2.01%) and the Los Alamos National Laboratory to collaborate on the advancement of nuclear infrastructure, (AI)-enabled research, and nuclear fuel research and development at the lab in New Mexico.

Oklo's Aurora fast-fission design is engineered to run on recycled nuclear waste. By closing the fuel loop, analysts see long-term cost advantages and reduced fuel-supply chain risks compared with light-water reactor designs.

The company has a 1.2-gigawatt (GW) power agreement with Meta Platforms (META -0.53%) and a 12 GW pipeline deal with Switch.

NuScale, on the other hand, relies primarily on traditional regional power grids and municipal utilities to distribute power. Wall Street views direct tech partnerships as a faster, higher-demand route to monetization than waiting for slow-moving municipal power grids.

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Oklo has a stronger cash runway It's important to note that both stocks pose a risk, as neither has much revenue and both have been losing money for years. NuScale's shares are down more than 20% so far this year, while Oklo's shares are down more than 38%.

Oklo is on a more secure financial footing. In the second quarter, it had more than $1.6 billion in cash and cash equivalents, compared to only $84.3 million in total debt, providing a long runway before it needs to sell additional debt or issue more stock  that dilutes existing shareholders.

NuScale, on the other hand, as of the second quarter, had only $766.5 million in cash and cash equivalents, with $824.4 million in total debt.

Oklo is taking advantage of its uniqueness Oklo has a key dual strategy, pairing proprietary reactor technology with secure uranium supplies.

This vertical integration acts as both a supply shield and a growth engine. As the nation races to fortify energy supply chains and meet surging power demand, businesses controlling both the technology and the fuel source hold a distinct strategic advantage.

Oklo also has a stronger financial situation, which makes it easier to grow without further diluting its stock.

Concurrent Investment Advisors LLC lowered its position in CoreWeave Inc. (NASDAQ:CRWV – Free Report) by 26.4% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 26,239 shares of the company’s stock after selling 9,428 shares during the quarter. Concurrent Investment Advisors LLC’s holdings in CoreWeave were worth $2,612,000 as of its most recent SEC filing.

Other institutional investors also recently bought and sold shares of the company. Parallel Advisors LLC raised its position in CoreWeave by 4.0% during the 1st quarter. Parallel Advisors LLC now owns 2,340 shares of the company’s stock valued at $181,000 after purchasing an additional 91 shares in the last quarter. Pathway Wealth Management LLC grew its position in shares of CoreWeave by 2.9% during the 1st quarter. Pathway Wealth Management LLC now owns 3,593 shares of the company’s stock worth $278,000 after buying an additional 100 shares in the last quarter. Azzad Asset Management Inc. ADV grew its position in shares of CoreWeave by 2.1% during the 1st quarter. Azzad Asset Management Inc. ADV now owns 5,020 shares of the company’s stock worth $389,000 after buying an additional 104 shares in the last quarter. Hazlett Burt & Watson Inc. grew its position in shares of CoreWeave by 34.7% during the 4th quarter. Hazlett Burt & Watson Inc. now owns 462 shares of the company’s stock worth $33,000 after buying an additional 119 shares in the last quarter. Finally, Cullen Frost Bankers Inc. increased its stake in shares of CoreWeave by 45.8% during the fourth quarter. Cullen Frost Bankers Inc. now owns 385 shares of the company’s stock valued at $28,000 after buying an additional 121 shares during the period.

Key Headlines Impacting CoreWeave Here are the key news stories impacting CoreWeave this week:

Positive Sentiment: OpenAI’s new Astra model provided a fresh catalyst for CoreWeave, highlighting potential demand for its computing capacity. CoreWeave has a reported $22.4 billion agreement to supply compute power to OpenAI. Why is CoreWeave stock surging 16% today Positive Sentiment: Optimism spread across AI cloud infrastructure stocks after Morgan Stanley raised its outlook for Oracle, reinforcing expectations for sustained enterprise AI spending and benefiting GPU-cloud peers such as CoreWeave. Oracle rallies as Morgan Stanley lifts its price target Positive Sentiment: Call-option activity was above normal, suggesting increased speculative or bullish interest in CRWV and potentially contributing to upward trading momentum. Positive Sentiment: One bullish analysis cites a $129 billion contracted order book, long-term take-or-pay agreements and substantial capacity that has not yet been activated. These factors could support strong revenue growth and operating leverage as additional power comes online. CoreWeave: A Hundred Billion In Backlog And A Bond Market That Doesn’t Believe It Positive Sentiment: Jim Cramer endorsed CoreWeave as a leading “neocloud” opportunity, adding retail visibility and a prominent bullish voice to the stock’s narrative. Jim Cramer endorses CoreWeave stock Neutral Sentiment: Nvidia’s investments in Intel and CoreWeave are framed as a test of whether the AI infrastructure boom can translate into durable profits, keeping investor attention focused on execution and industry economics. Nvidia’s $99 Billion Portfolio Is Turning Intel and CoreWeave Into an AI Stress Test Negative Sentiment: Analysts and short sellers continue to question CoreWeave’s heavy leverage, rapid capital spending and persistent losses. The company’s debt is reportedly growing faster than revenue, increasing refinancing and execution risks. CoreWeave’s Debt Mountain Is Growing Faster Than Its Revenue Negative Sentiment: A bearish analysis argues that operating cash flow is supported by large customer prepayments that may not be sustainable, raising concerns about the quality of reported cash generation. CoreWeave: Cash Flow Is Propped Up By A System Of Unsustainable Prepayments CoreWeave Stock Performance CRWV stock opened at $99.83 on Wednesday. The firm has a market cap of $45.81 billion, a price-to-earnings ratio of -27.35 and a beta of 7.45. The firm has a 50-day simple moving average of $85.21 and a two-hundred day simple moving average of $94.40. CoreWeave Inc. has a one year low of $60.55 and a one year high of $153.20. The company has a debt-to-equity ratio of 5.53, a quick ratio of 0.46 and a current ratio of 0.46. CoreWeave (NASDAQ:CRWV – Get Free Report) last posted its earnings results on Tuesday, August 11th. The company reported ($1.14) EPS for the quarter, beating analysts’ consensus estimates of ($1.52) by $0.38. CoreWeave had a negative net margin of 25.41% and a negative return on equity of 47.95%. The company had revenue of $2.58 billion during the quarter. During the same period in the previous year, the company earned ($0.27) EPS. The company’s revenue was up 112.5% on a year-over-year basis. On average, equities analysts forecast that CoreWeave Inc. will post -5.19 EPS for the current fiscal year.

Insider Buying and Selling at CoreWeave In other news, major shareholder Magnetar Financial Llc sold 307,131 shares of the stock in a transaction on Friday, August 14th. The stock was sold at an average price of $108.75, for a total transaction of $33,400,496.25. Following the completion of the sale, the insider owned 220,810 shares in the company, valued at approximately $24,013,087.50. This represents a 58.18% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CEO Michael Intrator sold 278,560 shares of the firm’s stock in a transaction on Tuesday, June 30th. The stock was sold at an average price of $97.43, for a total value of $27,140,100.80. Following the completion of the sale, the chief executive officer directly owned 3,138,612 shares of the company’s stock, valued at $305,794,967.16. The trade was a 8.15% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold 6,975,543 shares of company stock worth $642,315,593 over the last ninety days. Corporate insiders own 24.20% of the company’s stock.

Wall Street Analyst Weigh In CRWV has been the subject of several recent research reports. Roth Capital set a $145.00 price objective on CoreWeave in a report on Thursday, August 13th. BNP Paribas Exane initiated coverage on shares of CoreWeave in a report on Tuesday, June 2nd. They set an “outperform” rating and a $192.00 target price on the stock. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and set a $150.00 target price on shares of CoreWeave in a research report on Friday, August 7th. Robert W. Baird boosted their price target on shares of CoreWeave from $100.00 to $130.00 and gave the company an “outperform” rating in a report on Wednesday, August 12th. Finally, Weiss Ratings raised shares of CoreWeave from a “sell (e+)” rating to a “sell (d-)” rating in a research report on Wednesday, June 24th. Twenty-one analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and three have issued a Sell rating to the company’s stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $141.90.

Read Our Latest Stock Analysis on CRWV

CoreWeave Profile (Free Report)

CoreWeave is a U.S.-based provider of GPU-accelerated cloud infrastructure designed to support compute-intensive workloads such as artificial intelligence, machine learning, visual effects rendering and other high-performance computing applications. The company supplies access to large fleets of modern GPUs and complementary infrastructure that enable customers to train and deploy large models, run inference at scale, and process graphics-heavy workloads with low latency and high throughput.

CoreWeave’s product offering includes on-demand and dedicated GPU instances, bare-metal servers, private clusters and managed services tailored for enterprise and developer use.

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Second quarter net revenue of $181 million, down approximately 25% year-over-yearSecond quarter adjusted EBITDA of $13 millionSecond quarter net income of $13 million and second quarter adjusted net income of $11 millionStrong liquidity position including cash, cash equivalents and investments of $561 million, and aggregate credit facilities of $350 million which remain undrawn NEW YORK, Sept. 09, 2026 (GLOBE NEWSWIRE) -- ODDITY Tech Ltd. (NASDAQ: ODD) today announced its financial results for the second quarter ended June 30, 2026.

“We made progress during the quarter, including strong results for both SpoiledChild and METHODIQ,” said Oran Holtzman, ODDITY co-founder and CEO. “We remain hopeful that IL MAKIAGE is on track to achieve normalization and we continue to work in close partnership with our largest advertising partner to solve the technical issue.”

ODDITY achieved key objectives during the second quarter, including:

Double-digit revenue growth for SpoiledChild during the second quarter. SpoiledChild is on track to grow at least 35% compared to 2025 and approach $350 million of net revenue in 2026.Strong early results for METHODIQ, which we now expect to deliver first-year net revenue ahead of SpoiledChild’s first year.Ongoing development and expansion of the ODDITY Labs molecule discovery platform.Enhancing our capital structure, including repurchasing $80 million of our Class A ordinary shares and retiring $50 million of our zero coupon 2030 exchangeable notes, while maintaining a strong liquidity position. “So far in the third quarter, we are seeing an improved year-over-year net revenue trend, driven by growth at SpoiledChild and METHODIQ and a moderating impact from the IL MAKIAGE account dislocation,” said Lindsay Drucker Mann, ODDITY Global CFO. “As a result, we now expect third quarter net revenue to decline approximately 5% year-over-year, a meaningful sequential improvement from the first half.”

Update on IL MAKIAGE Account Dislocation

ODDITY continues to work closely with its largest advertising partner to solve the advertising algorithm dislocation at IL MAKIAGE. Since its last earnings call, ODDITY has implemented various tests and strategies to address signal distortion and retrain the algorithm. ODDITY continues to believe the dislocation is technical in nature and solvable, and is encouraged by the progress it is making toward normalization.

Share Buybacks

ODDITY repurchased approximately 5.6 million Class A ordinary shares during the second quarter for approximately $80 million under the $200 million share buyback plan authorized in March 2026 (the “2026 Buyback Plan”). On a year-to-date basis, ODDITY has repurchased approximately 11.7 million Class A ordinary shares for approximately $163 million, including approximately $50 million of repurchases completed before the adoption of the 2026 Buyback Plan under ODDITY’s prior share buyback authorization, reducing total ordinary shares outstanding by approximately 20%. Approximately $87 million remains under the 2026 Buyback Plan, subject to market conditions and legal and regulatory constraints.

Exchangeable Note Repurchase

In June 2026, ODDITY repurchased and retired $50 million aggregate principal amount of its 0% exchangeable notes due 2030 for approximately $35 million, leaving approximately $550 million aggregate principal amount outstanding.

Second Quarter Fiscal 2026 Financial Highlights:

Results for the second quarter ended June 30, 2026 are presented below in comparison to the second quarter ended June 30, 2025.

Net revenue was $181 million compared to $241 million in the second quarter of 2025, a decrease of 25%.Gross profit was $124 million compared to $174 million in the second quarter of 2025; gross margin was 68.7% compared to 72.3%.Net income was $13 million compared to $49 million in the second quarter of 2025.Adjusted net income was $11 million compared to $57 million in the second quarter of 2025.Adjusted EBITDA was $13 million compared to $70 million in the second quarter of 2025.Diluted earnings per share was $0.24 compared to $0.79 in the second quarter of 2025.Adjusted diluted earnings per share was $0.20 compared to $0.92 in the second quarter of 2025.Cash, cash equivalents, and investments were $561 million as of June 30, 2026. Financial results have been rounded to the nearest million, unless indicated otherwise.

The table below sets forth our actual results for the three months ended June 30, 2026 and the low and high end of our guidance range regarding our results for the second quarter of 2026 as issued on June 2, 2026.

 Three months ended June 30, 2026 Actual
ResultsGuidance
Low EndGuidance
High EndNet Revenue-25%-30%-25%Adjusted EBITDA$13 million$8 million$10 million
Financial Outlook:

ODDITY is providing the following guidance for the third quarter ending September 30, 2026:

Net revenue to decline by approximately 5% year-over-yearAdjusted EBITDA between $18 million and $20 million ODDITY is providing the following guidance for the full year ending December 31, 2026:

Net revenue to decline by approximately 19% year-over-yearAdjusted EBITDA between $30 million and $32 million Adjusted EBITDA, Adjusted net income, and Adjusted diluted earnings per share are non-GAAP financial measures. Please see the sections titled “Non-GAAP Financial Measures” and “Reconciliation of GAAP to Non-GAAP Measures” below for more information regarding ODDITY’s use of non-GAAP financial measures and reconciliations to the most directly comparable GAAP measures. ODDITY has not provided a quantitative reconciliation of its Adjusted EBITDA outlook to the corresponding net income measure because the quantification of certain items included in the calculation of GAAP net income cannot be calculated or predicted at this time without unreasonable efforts. ODDITY is unable to address the probable significance of the unavailable reconciling items, which could have a potentially unpredictable, and potentially significant, impact on its future GAAP financial results.

The financial outlook figures presented above are forward-looking statements that are subject to a variety of assumptions and estimates. Actual results may differ materially from ODDITY’s financial outlook as a result of, among other things, the factors described under “Forward-Looking Statements” below.

Conference Call Details:

A conference call to discuss ODDITY’s Q2 2026 financial and business results and outlook is scheduled for today, September 9, 2026, at 8:30 a.m. ET. To participate, please dial 1-877-407-9208 (US) or 1-201-493-6784 (international). To access the call, please reference the company name and call title: ODDITY Second Quarter 2026 Earnings Call. A webcast of the call will be accessible on the Investors section of ODDITY’s website at https://investors.oddity.com. A recording will be available shortly after the conclusion of the call. To access the replay, please dial 1-844-512-2921 (US) or 1-412-317-6671 (international). The access code for the replay is 13761986. An archive of the webcast will be available on the Investors section of ODDITY’s website for seven days following the call.

Non-GAAP Financial Measures:

In addition to the GAAP financial measures set forth in this press release, ODDITY has included the following non-GAAP financial measures: Adjusted EBITDA, Adjusted net income, Adjusted diluted earnings per share, and free cash flow. ODDITY believes these non-GAAP financial measures provide useful supplemental information to management and investors to help evaluate ODDITY’s business, measure its performance, identify trends, prepare financial projections, and make business decisions.

ODDITY defines “Adjusted EBITDA” as net income (loss) before financial income, net, taxes on income, and depreciation and amortization as further adjusted to exclude share-based compensation expense and certain unusual or non-recurring items. ODDITY believes Adjusted EBITDA is useful for financial and operational decision-making and as a means to evaluate period-to-period comparisons. By excluding certain items that may not be indicative of its recurring core operating results, ODDITY believes that Adjusted EBITDA provides meaningful supplemental information regarding its performance. In addition, Adjusted EBITDA is widely used by investors and securities analysts to measure a company’s operating performance without regard to items such as depreciation and amortization, interest expense, and interest income, which can vary substantially from company to company depending on their financing and capital structures and the method by which their assets were acquired.

ODDITY defines “Adjusted net income” as net income (loss) adjusted for the impact of share-based compensation, certain unusual or non-recurring items, one-time tax gains/losses and the tax effect of non-GAAP adjustments. In addition, ODDITY defines “Adjusted diluted earnings per share” as Adjusted net income divided by diluted shares outstanding. ODDITY believes the presentations of Adjusted net income and Adjusted diluted earnings per share are useful because they are frequently used by analysts, investors and other interested parties to evaluate companies in our industry. Further, ODDITY believes these measures are helpful in highlighting trends in our operating results, because they exclude the impact of items that are outside the control of management or not reflective of our ongoing operations and performance.

ODDITY defines “free cash flow” as net cash (used in) provided by operating activities less purchase of property and equipment.

ODDITY’s non-GAAP financial measures should be considered in addition to, not as a substitute for or in isolation from, its financial results prepared in accordance with U.S. GAAP. Other companies, including companies in our industry, may calculate these measures differently or not at all, which reduces their usefulness as comparative measures.

Reconciliations of non-GAAP financial measures to the most directly comparable GAAP measures are included with the financial tables at the end of this release under the heading “Reconciliation of GAAP to Non-GAAP Measures.” 

Forward-Looking Statements:

Certain statements in this press release may constitute “forward-looking” statements and information, within the meaning of Section 27A of the Securities Act of 1933, Section 21E of the Securities Exchange Act of 1934, and the safe harbor provisions of the U.S. Private Securities Litigation Reform Act of 1995 that relate to our current expectations and views of future events. In some cases, these forward-looking statements can be identified by words or phrases such as “aim,” “anticipate,” “believe,” “contemplate,” “continue,” “could,” “estimate,” “expect,” “goal,” “hope,” “intend,” “may,” “objective,” “plan,” “potential,” “predict,” “project,” “shall,” “should,” “target,” “will,” “seek,” or similar words. The absence of these words does not mean that a statement is not forward-looking. These forward-looking statements address various matters, including ODDITY’s business strategy, market opportunity, ability to deliver superior products and experiences, ability to remedy the dislocation in our customer acquisition costs, potential long-term success and ODDITY’s outlook for the third quarter of 2026 and the full year ending December 31, 2026. These forward-looking statements are subject to risks, uncertainties and assumptions, some of which are beyond our control. In addition, these forward-looking statements reflect our current views with respect to future events and are not a guarantee of future performance. Actual outcomes may differ materially from the information contained in the forward-looking statements as a result of a number of factors, including, without limitation, the following: our ability to maintain the value of our brands; our ability to anticipate and respond to market trends and changes in consumer preferences; our ability to cost-effectively attract new customers (including by responding effectively to changes to algorithm-based bidding systems on key advertising platforms), retain existing customers and maintain or increase sales to those customers; our ability to maintain a strong base of engaged customers and content creators; the loss of suppliers or shortages or disruptions in the supply of raw materials or finished products; our ability to accurately forecast customer demand, manage our inventory, and plan for future expenses; our future rate of growth; competition; the fluctuating cost of raw materials; the illegal distribution and sale by third parties of counterfeit versions of our products or the unauthorized diversion by third parties of our products; changes in, or disruptions to, our shipping arrangements; our ability to manage our growth effectively; a general economic downturn or sudden disruption in business conditions; our ability to successfully introduce and effectively market new brands, or develop and introduce new, innovative, and updated products; foreign currency fluctuations; product returns; our ability to execute on our business strategy; our ability to maintain a high level of customer satisfaction; our ability to comply with and adapt to changes in laws and regulatory requirements applicable to our business, including with respect to regulation of the internet and e-commerce, evolving AI-technology related laws, tax laws, the anti-corruption, trade compliance, anti-money laundering, and terror finance and economic sanctions laws and regulations, consumer protection laws, and data privacy and security laws; failure of our products to comply with quality standards and risks related to product liability claims; trade restrictions; existing and potential tariffs; any data breach or other security incident of our information technology systems, or those of our third-party service providers or cyberattacks; risks related to online transactions and payment methods; any failure to obtain, maintain, protect, defend, or enforce our intellectual property rights; conditions in Israel and the Middle East generally, including as a result of geopolitical conflict; the concentration of our voting power as a result of our dual class structure; our status as a foreign private issuer; and other risk factors set forth in the section titled “Risk Factors” in our Annual Report on Form 20-F filed with the Securities and Exchange Commission on March 17, 2026, and other documents filed with or furnished to the SEC. These statements reflect management’s current expectations regarding future events and operating performance and speak only as of the date of this press release. You should not put undue reliance on any forward-looking statements. Except as required by applicable law, we undertake no obligation to update or revise publicly any forward-looking statements.

About ODDITY:

ODDITY is a consumer tech company that builds and scales digital-first brands to disrupt the offline-dominated beauty and wellness industries. The company serves over 70 million users with its AI-driven online platform, deploying data science to identify consumer needs, and developing solutions in the form of beauty and wellness products. ODDITY owns IL MAKIAGE, SpoiledChild, and METHODIQ. The company operates with business headquarters in New York City, an R&D center in Tel Aviv, Israel, and a biotechnology lab in Boston.

Contacts:

Press:

[email protected]

Investor:

[email protected]

ODDITY TECH LTD.CONSOLIDATED STATEMENTS OF INCOMEU.S. dollar in thousands (except per share data)

  Three months ended
June 30, Six months ended
June 30,  2026
 2025
 2026
 2025
           Unaudited UnauditedNet revenue $180,517  $241,140  $378,457  $509,216          Cost of revenue  56,571   66,788   116,541   134,016          Gross profit  123,946   174,352   261,916   375,200          Selling, general and administrative  125,206   117,258   288,666   275,441          Operating (loss) income  (1,260)   57,094   (26,750)   99,759          Financial (income), net  (16,533)   (2,493)   (21,839)   (5,140)          Income (loss) before taxes on income  15,273   59,587   (4,911)   104,899          Taxes on income  2,383   10,302   3,560   17,783          Net income (loss) $12,890  $49,285  $(8,471)  $87,116 Weighted-average number of shares – basic (thousands)  47,683   56,822   51,974   56,413 Weighted-average number of shares – diluted (thousands)  54,084   62,335   51,974   61,329          Earnings (loss) per share attributable to Class A and Class B Ordinary shareholders:        Basic $0.27  $0.87  $(0.16)  $1.54 Diluted $0.24  $0.79  $(0.16)  $1.42  ODDITY TECH LTD.CONSOLIDATED BALANCE SHEETSU.S. dollar in thousands

  June 30,
 December 31,
  2026
 2025
  (Unaudited)
 (Audited)
ASSETS      CURRENT ASSETS:      Cash and cash equivalents $167,274  $402,209 Marketable securities  25,880   11,170 Trade receivables  12,129   16,902 Inventories  152,170   135,181 Prepaid expenses and other current assets  33,218   36,336        Total current assets  390,671   601,798        LONG-TERM ASSETS:      Marketable securities  368,008   362,571 Property, plant and equipment, net  10,044   10,864 Deferred tax asset, net  28,811   27,693 Intangible assets, net  48,462   43,582 Goodwill  64,904   64,904 Operating lease right-of-use assets  19,918   22,311 Other assets  4,305   4,069        Total long-term assets  544,452   535,994        Total assets $935,123  $1,137,792  ODDITY TECH LTD.CONSOLIDATED BALANCE SHEETSU.S. dollar in thousands

  June 30, December 31,
  2026
 2025
  (Unaudited) (Audited)
LIABILITIES AND SHAREHOLDERS’ EQUITY     CURRENT LIABILITIES:     Trade payables $63,076  $75,957 Other accounts payable and accrued expenses  44,347   32,869 Operating lease liabilities, current  5,764   6,002       Total current liabilities  113,187   114,828       LONG-TERM LIABILITIES:     Operating lease liabilities, non-current  16,231   17,463 Exchangeable Note  537,246   584,368 Other long-term liabilities  25,187   24,638       Total liabilities  691,851   741,297       SHAREHOLDERS’ EQUITY:     Class A Ordinary shares  11   15 Class B Ordinary shares  3   3 Additional paid-in capital  (65,340)   77,571 Accumulated other comprehensive income  3,055   4,892 Retained earnings  305,543   314,014       Total shareholders’ equity  243,272   396,495       Total liabilities and shareholders’ equity $935,123  $1,137,792  ODDITY TECH LTD.

CONSOLIDATED STATEMENTS OF CASH FLOWS
U.S. dollar in thousands  Six months ended
June 30,  2026
 2025
  (Unaudited)Cash flows from operating activities:    Net (loss) income $(8,471)  $87,116 Adjustments to reconcile net (loss) income to net cash (used in) provided by operating activities:    Depreciation and amortization  7,501   5,308 Share-based compensation  17,887   16,853 Deferred income taxes  (718)   (1,109) Amortization of debt issuance costs  1,708   - Gain on repurchase of 0% exchangeable senior notes due 2030 ("exchangeable notes")  (13,539)   - Change in trade receivables  4,773   (1,578) Change in prepaid expenses and other receivables  2,827   (422) Change in inventories  (16,989)   5,576 Change in trade payables  (12,881)   (7,315) Change in other accounts payable and accrued expenses  13,192   (3,191) Change in operating lease right-of-use assets  4,018   3,911 Change in operating lease liability  (3,094)   (2,872) Other  (2,159)   (893)      Net cash (used in) provided by operating activities $(5,945)  $101,384      Cash flows from investing activities:    Purchase of property and equipment  (1,559)   (1,951) Capitalization of software development costs and investment in other intangible assets  (8,053)   (3,290) Investment in marketable securities, net  (21,475)   (81,224) Maturities in short-term deposits  -   47,000 Other investing activities  -   (151)      Net cash used in investing activities  (31,087)   (39,616)      Cash flows from financing activities:    Proceeds from issuance of exchangeable notes, net of issuance costs  -   583,500 Repurchase of exchangeable notes  (35,125)   - Purchase of capped calls  -   (50,592) Proceeds from exercise of options  27   11,444 Repurchase and retirement of Class A ordinary shares  (162,778)   -      Net cash (used in) provided by financing activities  (197,876)   544,352      Effect of exchange rate fluctuations on cash and cash equivalents  (75)   432      Net (decrease) increase in cash, cash equivalents and restricted cash  (234,983)   606,552 Cash, cash equivalents and restricted cash at the beginning of the period  402,279   50,347      Cash, cash equivalents and restricted cash at the end of the period $167,296  $656,899  ODDITY TECH LTD.Reconciliation of GAAP to Non-GAAP MeasuresU.S. dollar in thousands (except per share data)  Three months ended
June 30,
 Six months ended
June 30,
  2026
 2025
 2026
 2025
           (Unaudited) (Unaudited)Reconciliation of Net Income (Loss) and Adjusted EBITDA        Net income (loss) $12,890  $49,285  $(8,471)  $87,116 Financial (income), net  (16,533)   (2,493)   (21,839)   (5,140) Taxes on income  2,383   10,302   3,560   17,783 Depreciation and amortization  3,232   2,653   7,501   5,308 Share-based compensation  9,786   9,769   17,887   16,853 Other adjustments1  1,115   -   7,199   -          Adjusted EBITDA $12,873  $69,516  $5,837  $121,920          Reconciliation of Net Income (Loss) and Adjusted Net Income                          Net income (loss) $12,890  $49,285  $(8,471)  $87,116 Share-based compensation  9,786   9,769   17,887   16,853 Other adjustments2  (12,424)   -   (6,340)   - Tax adjustments3  485   (1,974)   (2,123)   (5,080)          Adjusted net income $10,737  $57,080  $953  $98,889          Diluted earnings (loss) per share $0.24  $0.79  $(0.16)  $1.42 Impact of adjustments  (0.04)   0.13   0.18   0.19          Adjusted diluted earnings per share4 $0.20  $0.92  $0.02  $1.61  Reconciliation of net cash (used in) provided by operating activities to free cash flow

  Six months ended
June 30  2026
 2025
  (Unaudited)Net cash (used in) provided by operating activities $(5,945)  $101,384 Purchase of property and equipment  (1,559)   (1,951)      Free cash flow $(7,504)  $99,433  1 Represents costs of certain legal matters and employee actions outside the ordinary course of business.
2 Represents costs of certain legal matters and employee actions outside the ordinary course of business and, in the second quarter of 2026, a $13.539 million gain on repurchases of our exchangeable notes.
3 Represents the tax impact of (a) the reconciling items above and (b) other discrete tax items in 2025.
4 For the first half of 2026, the Weighted-average number of shares – diluted (thousands) used to calculate Adjusted diluted earnings per share is 55,927.

ODDITY TECH LTD.Supplemental Financial InformationU.S. dollar in thousandsCash, cash equivalents, and investments  June 30,
 December 31,
  2026
 2025
  (Unaudited)  (Audited)        Cash, restricted cash, and cash equivalents $167,296  $402,279 Marketable securities  393,888   373,741        Total cash and investments $561,184  $776,020  Net revenue by sales channel

  Three months ended Six months ended  June 30,June 30,  2026
 2025
 2026
 2025
  (Unaudited) (Unaudited)Online direct-to-consumer $174,058  $235,161  $367,113  $496,214 Percent of net revenue  96%   98%   97%   97%          Other (Israel retail, marketing affiliates) $6,459  $5,979  $11,344  $13,002 Percent of net revenue  4%   2%   3%   3%          Net revenue $180,517  $241,140  $378,457  $509,216  Note: ODDITY does not sell to resellers or distributors. Online direct-to-consumer revenues are generated directly by ODDITY through its online platform only (i.e., ILMAKIAGE.com, SpoiledChild.com, and METHODIQ.com). All revenue in Israel, including revenue generated in stores, online, and from beauty academies, is included in Other.

Agreement adds another domestic, U.S.-origin source of HALEU to support commercial and national security deployments of Radiant's Kaleidos microreactors

Adds another HALEU customer to Centrus' backlog and includes prepayments to Centrus that advance its build-out of domestic enrichment capacity

, /PRNewswire/ -- Centrus Energy Corp. [NYSE: LEU] ("Centrus"), a trusted supplier of nuclear fuel and services, and Radiant, a leading developer of transportable plug-in ready nuclear microreactors, today announced a definitive multi-year contract to supply high-assay, low-enriched uranium (HALEU) fuel needed to deploy multiple Kaleidos microreactors. Under the agreement, Centrus will begin delivering HALEU before the end of the decade, adding another domestic source of fuel to support commercial scale-up of Radiant's Kaleidos fleet.

The contract further strengthens Centrus' position as a leading fuel supplier for next generation nuclear technologies while expanding its role in the emerging microreactor market. The agreement includes Radiant prepayments to Centrus to support its domestic commercial enrichment capacity program. For Radiant, the contract adds another domestic source of HALEU as the company moves from its first Kaleidos test toward commercial and national security deployments, reinforcing the fuel supply it continues to build in parallel with the reactor itself. 

"The contract with Radiant marks another important step in building the domestic fuel supply chain needed to support the next generation of nuclear energy," said Amir Vexler, President and Chief Executive Officer of Centrus. "By expanding our work to include innovative microreactor developers like Radiant, we are strengthening the U.S.-based fuel supply network. This will help ensure that emerging nuclear technologies have access to the reliable fuel they need to reach commercialization and meet growing demand for clean, secure, and dependable energy."

"You can't deploy nuclear reactors without fuel, so we have approached our fuel supply the same way we have approached the reactor: build it in parallel, and don't depend on any single path," said Dr. Rita Baranwal, Chief Nuclear Officer of Radiant. "This agreement gives Kaleidos a continued source of HALEU for commercial and national security applications and removes one of the biggest constraints facing advanced nuclear deployment. We're securing the fuel supply chain alongside the reactor so that when Kaleidos is ready to deploy at scale, the infrastructure behind it is ready too."

Because Centrus' technology is U.S.-origin and relies upon a U.S. manufacturing supply chain, the enrichment that Centrus provides to Radiant will be "unobligated" – meaning that it can be used for national security applications. Centrus' AC100 centrifuge design is the only deployment-ready U.S.-origin technology available for unobligated enrichment today. Radiant is developing transportable microreactors designed to provide reliable power for remote locations, data centers, defense applications, and/or other commercial and industrial uses, representing a broad potential market for Centrus' domestic HALEU supply.

About Centrus

Centrus Energy is a trusted American supplier of nuclear fuel and services for the nuclear power industry, helping meet the growing need for clean, affordable, carbon-free energy. Since 1998, the Company has provided its utility customers with more than 1,850 reactor years of fuel, which is equivalent to more than 7 billion tons of coal. With world-class technical and engineering capabilities, Centrus is pioneering production of High-Assay, Low-Enriched Uranium and is leading the effort to restore America's uranium enrichment capabilities at scale so that we can meet our clean energy, energy security, and national security needs. Find out more at www.centrusenergy.com or follow us on LinkedIn and X.

About Radiant

Radiant is a leading developer of advanced nuclear technologies focused on delivering reliable, resilient, and scalable energy solutions that are transportable by land, sea and air. Radiant is committed to enabling a new generation of nuclear applications for commercial, industrial, and defense customers.

Forward-Looking Statements

This news release contains "forward-looking statements" within the meaning of Section 21E of the Securities Exchange Act of 1934, as amended, and the Private Securities Litigation Reform Act of 1995. In this context, forward-looking statements mean statements related to future events, which may impact our expected future business and financial performance, and often contain words such as "expects", "anticipates", "intends", "plans", "believes", "will", "should", "could", "would" or "may" and other words of similar meaning. These forward-looking statements are based on information available to us as of the date of this news release and represent management's current views and assumptions with respect to future events and operational, economic and financial performance.

For Centrus Energy Corp., particular factors that involve uncertainty and could cause our actual future results to differ materially from those expressed in our forward-looking statements and which are, and may be, exacerbated by any worsening of the global business and economic environment include but are not limited to the following: the war in Ukraine and other geopolitical conflicts; our government contracts, including related to changes to the U.S. government's appropriated funding levels for HALEU and the government's inability to satisfy its obligations, and our lease to our facility in Piketon, Ohio; whether or when government demand for HALEU or LEU for government or commercial uses will materialize and at what level; the impact and potential extended duration of a supply/demand imbalance in the market for LEU; significant competition from major LEU producers, including foreign competitors, who may be less cost sensitive than we are; limitations on our ability to compete in foreign markets; pricing trends and demand in the uranium and enrichment markets, especially in light of the potential of limited supply and our dependence on others for deliveries of LEU; and our ability to successfully implement our planned expansion projects in Piketon, Ohio and Oak Ridge, Tennessee.

Readers are cautioned not to place undue reliance on these forward-looking statements, which apply only as of the date of this news release. These factors may not constitute all factors that could cause actual results to differ from those discussed in any forward-looking statement. Accordingly, forward-looking statements should not be relied upon as a predictor of actual results. Readers are urged to carefully review and consider the various disclosures made in this news release and in our filings with the SEC, including our Annual Report on Form 10-K for the year ended December 31, 2025, under Part II, Item 1A - "Risk Factors" in our Quarterly report on Form 10-Q for the quarter ended March 31, 2026, under Part II, Item 1A - "Risk Factors" in our Quarterly report on Form 10-Q for the quarter ended June 30, 2026, and our filings with the SEC that attempt to advise interested parties of the risks and factors that may affect our business. We do not undertake to update our forward-looking statements to reflect events or circumstances that may arise after the date of this news release, except as required by law.

Contacts:

Centrus (Media) -- Dan Leistikow [email protected]
Centrus (Investors) -- Neal Nagarajan [email protected]
Radiant -- [email protected]

SOURCE Centrus Energy Corp.

By

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Published: Sep 9, 2026, 11:46 GMT+00:00

$30.79

-1.79%

Data-analysis company Zeta Global, Inc. (ZETA) up 51% in 2026 thanks to institutional inflows.

ZETA

-1.79%

ZETA combines data, AI, automation, and execution into a single platform to turn data into strategic decisions with measurable outcomes – and its initial marketing focus is broadening. The company’s second-quarter 2026 report showed $443 million in revenue (a 44% year-over-year gain), adjusted EBITDA of $92 million (a 56% jump), net income of $8.2 million or $0.03 per share (after a loss of nearly $13 million the prior quarter), and offered full-year EPS guidance of $0.11.

It’s no wonder ZETA shares are up 51% this year – and they could rise more. MoneyFlows data shows how Big Money investors are once again betting heavily on the forward picture of the stock.

Zeta Global Brings in Big Money Institutional volumes reveal plenty. In the last year, ZETA has enjoyed strong investor demand, which we believe to be institutional support.

Each green bar signals unusually large volumes in ZETA shares. They reflect our proprietary inflow signal, pushing the stock higher:

ZETA shares saw big institutional inflows over the last year, gaining 65.8%. Source: www.moneyflows.com Plenty of technology names are under accumulation right now. But there’s a powerful fundamental story happening with Zeta Global.

Zeta Global Fundamental Analysis Institutional support and a healthy fundamental backdrop make this company worth investigating. As you can see, ZETA has had strong sales and earnings growth:

3-year sales growth rate (+30.3%) 3-year EPS growth rate (+57%) Source: FactSet

Also, EPS is estimated to ramp higher this year by +23.6%.

Now it makes sense why the stock has been generating Big Money interest. ZETA has a track record of strong financial performance.

Marrying great fundamentals with our proprietary software has found some big winning stocks over the long term.

Zeta Global has been a top-rated stock at MoneyFlows. That means the stock has unusual buy pressure and growing fundamentals. We have a ranking process that showcases stocks like this on a weekly basis.

It’s made the rare Outlier 20 report six times in the last year. The blue bars below show when ZETA was a top pick in 2026…institutions are buying up the shares:

Six outlier inflow signals in the last year could bode well for ZETA shares over time – the stock is up 29.4% since the first one. Source: www.moneyflows.com Tracking unusual volumes reveals the power of money flows.

This is a trait that most outlier stocks exhibit…the best of the best. Big Money demand drives stocks upward.

Zeta Global Price Prediction The ZETA revival isn’t new at all. Big Money buying in the shares is signaling to take notice. Given the historical gains in share price and strong fundamentals, this stock could be worth a spot in a diversified portfolio.

Disclosure: the author holds no position in ZETA at the time of publication.

If you are a Registered Investment Advisor (RIA) or a serious investor, take your investing to the next level. MoneyFlows created 11 Frontiers indexes to help serious investors capture AI-driven themes and learn the leading stocks in each Frontier. Get started here.

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Lucas is a well-versed equity investor and educator. He currently is co-founder of research and analytics firm, MAPsignals.com, which focuses on finding outlier stocks by following the Big Money.

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Partnership to accelerate the development of three high-quality, purpose-built student housing on several of the most prominent university campuses across the United States

, /PRNewswire/ -- Starwood Capital Group ("Starwood"), a leading global private investment firm, and Trinitas Ventures ("Trinitas"), a fully integrated real estate firm specializing in the investment, development, construction, and management of high-quality residential communities, have formed a joint venture ("the Partnership") to develop purpose-built student housing at three leading universities across the United States. The partnership combines Starwood's institutional capital and investment expertise with Trinitas' proven ability to identify, capitalize, develop, construct, and manage institutional-quality student housing communities. Together, the firms are well positioned to deliver modern, well-located communities in university markets where student housing supply has not kept pace with enrollment growth.

The Partnership has closed on three sites – Atmosphere Pittsburgh, Atmosphere Norman, and Atmosphere on Mifflin – representing a combined 2,046 beds serving the University of Pittsburgh, University of Oklahoma, and University of Wisconsin-Madison. Each community is located adjacent to leading university campuses in markets supported by strong enrollment trends and constrained purpose-built student housing supply. All three communities are targeted for delivery in Summer 2028.

Atmosphere Pittsburgh, located at 217 Halket Street in Pittsburgh's Oakland neighborhood, will deliver 672 beds across 326 units and more than 30,000 square feet of clubhouse and amenity space. Assembled across 12 parcels, the site sits adjacent to the University of Pittsburgh's core campus and within walking distance of Carnegie Mellon University and three UPMC hospitals. The University of Pittsburgh continues to grow enrollment — its 2025 freshman class expanded by 1,274 students — while the market's purpose-built beds-to-enrollment ratio remains just 8 percent.

Atmosphere Norman, located at 310 E. Boyd Street in Norman, Oklahoma, will deliver 677 beds and more than 13,700 square feet of state-of-the-art amenity space. It is the first new institutional student housing community developed pedestrian to the University of Oklahoma campus in more than a decade. OU's Norman campus enrolled a record 32,662 students in fall 2025 — its fifth consecutive year of record enrollment — even as on-campus housing waitlists have grown sharply.

Atmosphere on Mifflin, located at 619 W. Mifflin Street in Madison, Wisconsin, will deliver 697 beds across 264 units and more than 15,000 square feet of clubhouse and amenity space adjacent to the University of Wisconsin–Madison campus. The development will incorporate the historic 32-bed Wiedenbeck Apartments alongside new purpose-built residences, expanding the range of housing choices available within the community. UW–Madison's total enrollment has grown 2.6 percent annually since 2020, while the market's off-campus purpose-built beds-to-enrollment ratio remains just 18 percent, reinforcing continued demand for student housing near campus.

"Student housing at leading universities offers durable, needs-based demand and attractive risk-adjusted returns, particularly in markets where new supply has failed to keep pace with enrollment growth," said Qahir Madhany, Managing Director & Head of Acquisitions, Americas, at Starwood. "This partnership allows us to deploy capital at scale behind high-quality communities in compelling markets. We look forward to delivering these projects with Trinitas."

"This partnership pairs our fully integrated development platform with a world-class capital partner, creating an opportunity to bring high-quality communities to three of the country's strongest university markets," said Loren King, CEO and co-Founder of Trinitas Ventures. "Pittsburgh, Norman and Madison demonstrate the kind of opportunities our platform is designed to pursue. By combining disciplined market selection, deep local insight, and integrated execution across every stage of development, we're well positioned to deliver communities that elevate the student experience and reflect our core purpose of enhancing lives by creating exceptional real estate."

Newmark's student housing team, led by Executive Vice Chairman, Ryan Lang, arranged the joint venture between Trinitas and Starwood.

About Starwood Capital Group

Starwood Capital Group is a private investment firm with a core focus on real assets globally. Since its inception in 1991, Starwood Capital Group has raised over $95 billion of capital and currently has ~$130 billion of assets under management. Through a series of comingled opportunity funds and Starwood Real Estate Income Trust, Inc. (SREIT), a non-listed REIT, the Firm has invested in virtually every category of real estate on a global basis, opportunistically shifting asset classes, geographies and positions in the capital stack as it perceives risk/reward dynamics to be evolving. In July 2026, Starwood held the final closing of Starwood Distressed Opportunity Fund XIII (SOF XIII), its latest opportunistic real estate fund, with capital commitments in excess of $10.2 billion from more than 300 investors across approximately 20 countries.

Starwood Capital also manages Starwood Property Trust (NYSE: STWD), the largest commercial mortgage real estate investment trust in the United States, which has successfully deployed over $117 billion of capital since inception and manages a portfolio of over $31 billion across debt and equity investments. Alongside Starwood Property Trust, Starwood Capital manages over $6 billion in several private debt funds investing across the globe.

Starwood Capital's other affiliates include: Highmark Residential, a property management company; Starwood Digital Ventures, a platform dedicated to the firm's data center investment strategy; Starwood Hotels, a hotel brand management team; Essex Title, a title agent for one or more underwriters in issuing title policies and/or providing support services; and Starwood Oil & Gas, which seeks to capitalize on conventional and unconventional North American assets.

Additional information can be found at www.starwoodcapital.com, www.starwoodnav.reit, www.starwoodpropertytrust.com and www.starwoodhotels.com.

About Trinitas Ventures

Trinitas Ventures is a Carmel, Indiana-based fully integrated real estate firm specializing in the investment, development, construction, management, and acquisition of high-quality residential communities. For every investment, Trinitas combines data-powered foresight, institutional discipline, entrepreneurial agility, collaborative partnerships, and purpose-driven values to deliver communities that enhance lives and create lasting value. The company has developed nearly $3 billion in residential communities nationwide, with a current pipeline of projects valued at over $1 billion. Learn more at www.trinitas.ventures.

About Newmark

Newmark Group, Inc., together with its subsidiaries ("Newmark"), is a world leader in commercial real estate, seamlessly powering every phase of the property life cycle. Newmark's comprehensive suite of services and products is uniquely tailored to each client, from owners to occupiers, investors to founders, and startups to blue-chip companies. Combining the platform's global reach with market intelligence in both established and emerging property markets, Newmark provides superior service to clients across the industry spectrum. For the twelve months ended March 31, 2026, Newmark generated revenues of more than $3.4 billion. As of March 31, 2026, Newmark and its business partners together operated from over 185 offices with more than 9,600 professionals across four continents. To learn more, visit nmrk.com or follow @newmark.

Media Contacts:

For Starwood:
Dana Gorman / Mallory Griffin
H/Advisors – U.S.
[email protected] / [email protected]
212.371.5999

For Trinitas:
Allison Schlarb
Trinitas Ventures, SVP, Marketing
[email protected]
P: 765.607.2051

John Harris
a5 Branding & Digital, Principal
[email protected]
P: 708.227.5313

SOURCE Starwood Capital Group

New York, New York--(Newsfile Corp. - September 9, 2026) - NANO Nuclear Energy Inc. (NASDAQ: NNE) ("NANO Nuclear" or "the Company"), a leading advanced nuclear micro modular reactor and technology company focused on developing clean energy solutions, nuclear fuel cycle capabilities and nuclear transportation solutions, today announced that it has appointed Marilyn Diaz as its Director of Fuel Facilities Operations. Ms. Diaz is an experienced industry leader with a robust background in regulatory and policy matters.

Arrowstreet Capital Limited Partnership reduced its position in PTC Inc. (NASDAQ: PTC) by 28.7% during the undefined quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 105,797 shares of the technology company's stock after selling 42,605 shares during the period. Arrowstreet Capital Limited Partnership

Key Takeaways PTC is focusing on CAD, PLM and AI-enabled engineering after divesting Kepware and ThingWorx.Competitive displacement value doubled, while fiscal 2027 deferred ARR was roughly twice last year's level.PTC needs $79M-$92M in fourth-quarter net new ARR to reach 9%-9.5% full-year growth. PTC Inc. (PTC - Free Report) is narrowing its software story around product data, lifecycle workflows and AI-enabled engineering after divesting Kepware and ThingWorx.

The sharper focus raises a central investor question. Can better execution and a more concentrated portfolio sustain recurring growth while fourth-quarter annual run rate conversion remains a key test?

PTC Builds Around CAD and PLMPTC's lifecycle portfolio centers on product lifecycle management products such as Windchill, ServiceMax, Codebeamer, Servigistics and Arena. Its computer-aided design lineup includes Creo and the cloud-native Onshape platform.

That mix gives PTC exposure to engineering, service and software-development workflows. Product lifecycle management and computer-aided design represented 64% and 36% of fiscal 2025 revenues, respectively, while subscriptions generated 95% of revenues.

PTC's Go-to-Market Reset Gains TractionThe commercial reset is showing up in representative productivity, renewals, pipeline quality, deal velocity and competitive wins. Management has also pointed to deeper vertical expertise and more executive-level customer engagement.

The aggregate value of competitive displacements doubled year over year. Deferred annual run rate for fiscal 2027 was roughly twice the comparable prior-year level, giving PTC more visibility if those commitments convert as planned.

PTC Targets a Fourth-Quarter ARR Step-UpConstant-currency annual run rate, excluding Kepware and ThingWorx, reached $2.448 billion in the fiscal third quarter. That represented 9.1% year-over-year growth and exceeded the high end of the company’s quarterly guidance range.

The full-year outlook now calls for 9% to 9.5% growth on the same constant-currency basis. To get there, PTC needs $79 million to $92 million of sequential net new annual run rate in the fourth quarter after generating $60 million in the third quarter.

PTC Converts Cash Flow Into Shareholder SupportPTC generated $835 million of free cash flow in the first nine months of fiscal 2026. Management maintained its full-year free cash flow target of about $850 million despite divestiture-related cash items and non-recurring capital expenditures.

Capital returns remain a major part of the setup. Planned fiscal 2026 repurchases of about $1.625 billion are expected to reduce the fully diluted share count to roughly 116 million, compared with 121 million in fiscal 2025.

PTC Still Faces Execution and Competition RisksExecution risk remains concentrated in the fourth quarter, where annual run rate conversion needs to step up sharply. Foreign exchange can also distort reported results, with quarter-end exchange rates lowering reported annual run rate versus constant-currency results.

Competition is another constraint. Dassault Systèmes SE (DASTY - Free Report) is relevant in computer-aided design and product lifecycle management, while Siemens AG (SIEGY - Free Report) competes through its Teamcenter and broader industrial software portfolio. AI adoption may help demand, but customers often move from pilots to scale cautiously.

PTC's Signals Support a Measured OutlookPTC's focused lifecycle strategy, cash generation and AI roadmap support a constructive long-term narrative. The near-term case still depends on annual run rate conversion, continued platform consolidation and proof that AI adoption expands beyond early use cases.

The stock currently carries a Zacks Rank #3 (Hold), which points to a balanced near-term earnings-revision picture rather than a decisive positive catalyst. The Value Score of C offers some support after the pullback, while the Growth Score, Momentum Score and VGM Score of D suggest investors may wait for clearer evidence of stronger earnings acceleration. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Simplifies how teams integrate systems, automate workflows, and manage information across the product ecosystem Helps accelerate workflow creation with pre-built templates, a library of low-code connectors, and an intuitive visual interface Introduces AI-powered product change summaries, automated BOM compliance checks, and enhanced Onshape-Arena connection features as part of the broader 2026.2 release , /PRNewswire/ -- PTC (NASDAQ: PTC) today announced the release of the Arena Connect™ capability within its Arena® product lifecycle management (PLM) and quality management system (QMS) 2026.2 release. Arena Connect helps manufacturers connect business applications, other Arena workspaces, and automated workflows across the product value chain, making it easier to move information between the systems teams rely on every day.

Image courtesy of PTC. As companies grow, so does the number of systems used to manage product development, quality, manufacturing, and business operations. While each system serves a specific purpose, the information inside them is often disconnected, requiring manual effort or custom integrations to keep data synchronized. Arena Connect helps address this challenge by giving organizations a centralized way to connect applications, automate data movement, and keep critical business processes running smoothly across PLM, QMS, ERP, MES, collaboration tools, and other enterprise systems. Engineering change orders and quality processes, for instance, now stay in sync between Arena and Jira automatically, with issues created and updated as workflows progress.

"Manufacturers don't need another system to manage; they need an easier way to connect the systems they already have," said David Katzman, General Manager of Onshape and Arena, PTC. "With Arena Connect, customers can automate workflows and keep information moving between teams without the complexity that often comes with custom integrations."

Key features of Arena Connect include:

Visual workflow builder to design, build, and test workflows, from no-code templates to full custom-code integrations for systems without a pre-built connector. Connection library and workflow templates to create integrations using a library of 200+ pre-built connectors, plus ready-to-use workflow templates for systems like Jira, Microsoft Teams, and Slack. Workflow automation to automate real-time and scheduled business processes using webhooks, the Arena Events Engine, and custom action triggers. Administration and governance framework to monitor workflow executions, logs, alerts, and error management through a centralized dashboard. In addition to the launch of Arena Connect, this release strengthens supply chain resiliency through new Arena AI Assistant, Arena SCI, and Onshape-Arena Connection features, including:

AI Item Redline and AI File Insights to summarize product changes, compare revisions, and find information across documents using natural language. Automated BOM Compliance and Component Browser to provide visibility into component compliance, lifecycle status, and supply chain information across product records. Onshape-Arena Connection to improve BOM synchronization between CAD and PLM systems to support product data transfer across engineering and downstream business processes. With Arena by PTC and the rest of its portfolio, PTC is delivering on its vision for the Intelligent Product Lifecycle: enabling manufacturers and product companies to build a product data foundation, extend the value of that data across their enterprise, and accelerate AI-driven transformation. Broader use of product data enables companies to bring higher quality products to market faster, better manage product complexity, meet regulatory and compliance standards, and much more.

To learn more about Arena Connect, read this blog: www.arenasolutions.com/blog/how-arena-connect-helps-manufacturers-scale-their-digital-product-ecosystem

About PTC

PTC (NASDAQ: PTC) is a global software company enabling manufacturers and product companies to digitally transform how they design, manufacture, and service products. Headquartered in Boston, Massachusetts, PTC employs over 7,000 people and supports more than 30,000 customers globally. For more information, visit www.ptc.com.

Media Contact 

Julia Reed 

[email protected]  

Investor Contact 

Michael Migure  

[email protected]  

PTC, Arena, Arena SCI, Arena Connect, and the PTC logo are trademarks or registered trademarks of PTC Inc. and its subsidiaries in the United States and other countries. 

SOURCE PTC Inc.

Launches Codebeamer 3.3, Codebeamer AI 1.2, and Pure Variants 7.3, strengthening traceability, change management, and AI governance Automates how engineering teams carry approved changes across product variants and controls who can approve them Introduces an AI Search Assistant powered by semantic search, helping teams quickly find more complete and accurate results , /PRNewswire/ -- PTC (NASDAQ: PTC) today announced the latest enhancements to its application lifecycle management (ALM) portfolio with the release of its Codebeamer® 3.3, Codebeamer AI 1.2, and Pure Variants™ 7.3 solutions. Together, the releases address two challenges engineering teams face regularly: keeping changes consistent across product variants and finding the right information within them.

Image courtesy of PTC. PTC's ALM portfolio is the leading system of record for software development and requirements management for automotive, medtech, federal, aerospace, and defense industries. These releases extend that leadership with stronger traceability and change management features, plus governed AI assistance that aligns with regulatory and quality requirements.

"Our customers are managing more product variants and configurations than ever, and every hour spent untangling a merge or hunting for a requirement is time not spent building better products," said Enrique Krajmalnik, General Manager of ALM at PTC. "These releases provide a way to reuse changes across configurations and a smarter way to find what they need, so they can manage complexity with confidence, not just keep up with it."

These releases introduce the following new capabilities and functionality:

Codebeamer 3.3 strengthens configuration management with Delta Merge, which automatically carries an approved change across related product variants instead of requiring engineers to reapply it manually, a new Streams Tab for tracking those variant lines, and role-based Stream Management Permissions that control who can approve changes within them, along with deeper integrations to PTC's Windchill® PLM solution and the digital thread. Codebeamer AI 1.2 introduces an AI Search Assistant powered by semantic search, helping teams find more complete and accurate results by understanding the meaning and intent behind a search rather than matching search text, with a new Indexing Service that gives regulated industries control over how and where their data is processed. Pure Variants 7.3 adds fast and efficient Stream Transformation, which converts a configured product variant into a working set (a linked copy of requirements in Codebeamer tied to that variant), so requirements automatically update to reflect the variant's specific features and values instead of being copied and adjusted manually. With Codebeamer, Pure Variants, and the rest of its portfolio, PTC is delivering on its vision for the Intelligent Product Lifecycle: enabling manufacturers and product companies to build a product data foundation, extend the value of that data across their enterprise, and accelerate AI-driven transformation. Broader use of product data enables companies to bring higher quality products to market faster, better manage product complexity, meet regulatory and compliance standards, and much more.

To learn more about this release, please visit: www.ptc.com/en/products/codebeamer/whats-new 

About PTC
PTC (NASDAQ: PTC) is a global software company that enables manufacturers and product companies to digitally transform how they design, manufacture, and service the physical products that the world relies on. Headquartered in Boston, Massachusetts, PTC employs over 7,000 people and supports more than 30,000 customers globally.

Media Contact
Julia Reed
[email protected]

Investor Contact 
Michael Migure
[email protected]

PTC, Codebeamer, Pure Variants, Windchill, and the PTC logo are trademarks or registered trademarks of PTC Inc. and its subsidiaries in the United States and other countries. 

SOURCE PTC Inc.

Bank of America Corp DE decreased its position in shares of PTC Inc. (NASDAQ: PTC) by 5.7% during the first quarter, according to its most recent filing with the SEC. The firm owned 652,179 shares of the technology company's stock after selling 39,720 shares during the period. Bank of America Corp DE owned

Enables engineers to create reusable custom CAD features using natural language and AI, no programming experience required Automates feature development through AI-assisted building, testing, debugging, and refinement   Captures engineering knowledge as reusable CAD automation that can be shared across teams without ongoing AI interactions or recurring costs , /PRNewswire/ -- PTC (NASDAQ: PTC) today announced the availability of the new FeatureScript™ MCP Server capability in its Onshape® CAD and PDM platform. Available through its Onshape Labs™ initiative, the capability enables engineers to create custom CAD features using natural language and AI. Engineers describe the functionality they need, and AI automatically helps build, test, debug, and refine the custom feature in FeatureScript until it works as intended.

Image courtesy of PTC. FeatureScript is Onshape's unique programming language for CAD automation, enabling companies to capture engineering knowledge, automate repetitive design tasks, and create custom design tools tailored to their workflows. The new FeatureScript MCP Server extends those capabilities to coding LLMs such as Claude, ChatGPT, and Gemini. Built on the Model Context Protocol (MCP), engineers can connect AI directly with Onshape FeatureScript code.

FeatureScript MCP Server helps organizations:

Expand access to automation by allowing engineers to create custom CAD features using natural language rather than code. Capture and scale engineering knowledge by turning proven design practices into reusable tools that can be shared across teams and projects. Generate lasting value from AI by creating custom engineering tool sets that can be reused without repeated prompting, ongoing AI interactions, or recurring AI costs. "The future of AI in CAD is not simply text-to-CAD, but text-to-code-to-CAD," said David Katzman, EVP and General Manager of Onshape and Arena at PTC. "The real value of AI is helping engineers turn proven ideas into tools they can use again and again. With the new FeatureScript MCP Server, Onshape has become the most customizable production CAD system, empowering all users to build engineering capabilities tailored to their company's products and processes. "

"The significance of this announcement isn't that AI can generate another CAD model," said Jeff Hojlo, Research Vice President, Industrial Ecosystems, Engineering & Product Innovation Strategies at IDC. "It's that AI is being used to create engineering capability. As organizations look to apply AI in engineering, the focus is shifting from generating outputs to capturing and operationalizing engineering expertise."

With Onshape and the rest of its portfolio, PTC is delivering on its vision for the Intelligent Product Lifecycle: enabling manufacturers and product companies to build a product data foundation, extend the value of that data across their enterprise, and accelerate AI-driven transformation. Broader use of product data enables companies to bring higher quality products to market faster, better manage product complexity, meet regulatory and compliance standards, and much more.

To learn more about the FeatureScript MCP Server and how to access the capability, visit the Onshape App Store.

About PTC (NASDAQ: PTC)

PTC (NASDAQ: PTC) is a global software company enabling manufacturers and product companies to digitally transform how they design, manufacture, and service products. Headquartered in Boston, Massachusetts, PTC employs over 7,000 people and supports more than 30,000 customers globally. For more information, visit www.ptc.com.

Media Contact
Alexis Lansky
[email protected]

Investor Contact
Michael Maguire
[email protected]

PTC, Onshape, Arena, FeatureScript, Onshape Labs, and the PTC logo are trademarks or registered trademarks of PTC Inc. and its subsidiaries in the United States and other countries.

SOURCE PTC Inc.

Hsbc Holdings PLC grew its position in PTC Inc. (NASDAQ:PTC – Free Report) by 65.0% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 587,782 shares of the technology company’s stock after purchasing an additional 231,563 shares during the quarter. Hsbc Holdings PLC owned approximately 0.54% of PTC worth $66,753,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds have also recently modified their holdings of PTC. Lombard Odier Asset Management Europe Ltd bought a new stake in PTC during the 2nd quarter valued at approximately $3,482,000. Livforsakringsbolaget Skandia Omsesidigt bought a new position in PTC in the 2nd quarter worth approximately $57,000. Rakuten Investment Management Inc. bought a new position in PTC in the 2nd quarter worth approximately $2,175,000. North Star Asset Management Inc. purchased a new stake in PTC during the 2nd quarter valued at approximately $18,556,000. Finally, Empowered Funds LLC purchased a new stake in PTC during the 2nd quarter valued at approximately $661,000. 95.14% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades Several equities analysts have recently commented on PTC shares. Citigroup boosted their target price on shares of PTC from $127.00 to $141.00 and gave the stock a “neutral” rating in a report on Friday, July 31st. BMO Capital Markets raised their target price on shares of PTC from $155.00 to $164.00 and gave the company an “outperform” rating in a research note on Thursday, July 30th. Rosenblatt Securities reiterated a “buy” rating and issued a $190.00 price target on shares of PTC in a report on Thursday, July 30th. BNP Paribas Exane started coverage on shares of PTC in a research note on Thursday, June 18th. They issued a “neutral” rating and a $130.00 price target on the stock. Finally, Barclays increased their price objective on shares of PTC from $150.00 to $155.00 and gave the company an “overweight” rating in a report on Thursday, July 30th. Seven equities research analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the stock presently has an average rating of “Hold” and an average target price of $170.14.

View Our Latest Analysis on PTC PTC Stock Performance Shares of NASDAQ PTC opened at $141.02 on Tuesday. PTC Inc. has a 1-year low of $108.50 and a 1-year high of $215.49. The company has a debt-to-equity ratio of 0.40, a current ratio of 1.03 and a quick ratio of 1.03. The business’s 50 day moving average is $137.23 and its two-hundred day moving average is $139.82. The stock has a market capitalization of $15.30 billion, a P/E ratio of 13.64, a PEG ratio of 1.93 and a beta of 1.00.

PTC (NASDAQ:PTC – Get Free Report) last posted its quarterly earnings data on Wednesday, July 29th. The technology company reported $1.58 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.57 by $0.01. PTC had a return on equity of 25.31% and a net margin of 41.67%.The business had revenue of $600.05 million during the quarter, compared to analyst estimates of $611.62 million. During the same period last year, the company earned $1.64 EPS. The company’s revenue for the quarter was down 6.8% on a year-over-year basis. PTC has set its FY 2026 guidance at 7.870-8.420 EPS and its Q4 2026 guidance at 1.630-2.210 EPS. As a group, research analysts expect that PTC Inc. will post 6.54 EPS for the current year.

PTC Profile (Free Report)

PTC Inc (NASDAQ: PTC) is a global technology company that develops software and services to help manufacturers design, operate, and service physical products. Founded in 1985 as Parametric Technology Corporation, PTC pioneered parametric, feature-based CAD with its Pro/ENGINEER product (now marketed as Creo) and has since expanded its portfolio to address product lifecycle management, Internet of Things (IoT), augmented reality (AR) and industrial connectivity.

Key product lines include Creo for 3D CAD; Windchill for product lifecycle management (PLM); ThingWorx, an IoT platform for connecting devices and building industrial applications; Vuforia, an AR platform for creating immersive service and training experiences; and Kepware, a suite for industrial connectivity and protocol translation.

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Cathie Wood’s ARK Invest To Beat BlackRock, Fidelity In SEC Tokenized Fund Race

ARK Invest CEO Cathie Wood has pointed to Bitcoin’s resurgence relative to gold, describing its latest performance as “very reassuring.” In the firm’s September market commentary, Wood remarked that Bitcoin still has “miles to go” as it develops into a fully recognized monetary system and maturing asset class. ARK also noted that Bitcoin is finally breaking out compared to gold.

BTC-Gold Ratio Surges to Multi-Year HighThe ratio measuring how much gold one Bitcoin can purchase reached approximately 18, its highest point since January. This indicator reflects Bitcoin’s growing strength compared to the traditional store of value. Over the past month, Bitcoin posted gains of about 22%, while spot gold advanced around 2%.

Bitcoin’s purchasing power relative to gold is rising, signaling a shift in investor preference toward the cryptocurrency as a high-growth monetary asset, according to ARK Invest.

The BTC-gold ratio gauges the relative returns of the two assets. As the ratio climbs, Bitcoin outpaces gold not just in price, but in its ability to buy gold itself, highlighting a widening performance gap between the digital and physical assets.

Asset1-Month ChangeLatest HighBitcoin+22%$82,000Gold+2%N/AWood’s position comes as Bitcoin remains below its recent peak. On Tuesday, BTC traded near $78,000, after briefly surpassing $82,000 last week.

Institutional Demand ContinuesDemand from institutional investors has remained robust. U.S. spot Bitcoin ETFs recently recorded nearly $1 billion in combined weekly inflows, according to ARK’s commentary. This suggests ongoing interest from large investors, even amid heightened price fluctuations.

These flows indicate institutions are steadily adding exposure. Wood and ARK attribute part of Bitcoin’s continued strength to this growing adoption within professional portfolios.

Correlation vs. Relative PerformanceOne recent complication involves rising correlation between Bitcoin and gold. Short-term market data show the 90-day BTC-gold correlation at its highest point in several years. This means the two assets have been moving more closely together in the market.

However, ARK’s analysts emphasized that a stronger correlation does not undermine the fact that Bitcoin is outpacing gold. While both assets can rise simultaneously, the BTC-gold ratio tracks which is moving faster. At present, Bitcoin is gaining ground more quickly.

This dynamic remains especially relevant as investors seek both assets as hedges against fiscal instability, currency depreciation, and global uncertainties.

Mini dictionary: BTC-gold ratio, a metric showing how much gold can be purchased with one Bitcoin. A rising ratio indicates Bitcoin is gaining value faster than gold, reflecting its outperformance as an asset.

Long-Term OutlookCathie Wood’s position aligns with her consistent bullish stance. ARK maintains a 2030 base-case target for Bitcoin at around $730,000, founded on forecasts of greater institutional participation and Bitcoin’s expanding share in global investment portfolios.

ARK’s long-term forecast suggests a significant increase from current prices, requiring substantial market growth for Bitcoin to achieve these levels.

Currently, Bitcoin’s immediate signal is more straightforward: it is pulling ahead of gold, for now, in both purchasing power and institutional momentum. Should the BTC-gold ratio remain elevated or continue to climb above 18, Wood’s thesis of Bitcoin emerging as a superior growth asset could further strengthen.

ARK Investment Management has asked the SEC to let it issue a new class of shares in its venture fund with ownership tracked on a distributed ledger. If approved, it would make ARK one of the first US fund managers to offer tokenized shares through a regulated structure, potentially beating heavyweights like BlackRock and Fidelity to the punch.

The firm filed its application on May 20, 2026, later amending it on June 11 and August 7. The SEC published formal notice of the request in the Federal Register on August 26, kicking off a comment and hearing period that is expected to run through mid-September 2026.

What ARK is actually asking for ARK wants to amend a prior exemptive order it already holds under the Investment Company Act. The existing order allows the ARK Venture Fund to operate with multiple share classes and early withdrawal charges. The new request would add a “Tokenized Class” alongside the fund’s current “Exchange Class” shares, which trade on national securities exchanges.

The Tokenized Class would record share ownership using distributed ledger technology. These tokenized shares would be eligible for trading on SEC-registered alternative trading systems. Peer-to-peer transfers between approved wallets would also be permitted, though every wallet involved would need to clear KYC and AML checks.

The ARK Venture Fund in context The ARK Venture Fund launched in 2022 as an interval fund focused on both public and private companies in the innovation economy. ARK’s version targets quarterly repurchase offers at roughly 5% of net asset value, with a minimum investment of just $500.

The fund also has skin in the tokenization game beyond just issuing shares. As of late 2025, ARK held approximately $10 million in Securitize, a platform that specializes in tokenizing real-world assets.

Why this could reshape fund distribution Right now, buying and selling shares of interval funds or other semi-liquid vehicles is clunky. You’re often locked into the fund manager’s repurchase schedule, and secondary trading options are thin. Tokenized shares trading on registered ATS platforms would create a proper secondary market, giving investors a way out between those quarterly windows.

If the SEC grants this exemptive relief, it essentially creates a regulatory template. Other fund managers, including the BlackRocks and Fidelitys of the world who have been circling the tokenization space, would have a clear path to follow.

A deadline for hearing requests is anticipated around mid-September 2026. If no hearing is ordered, the SEC could act on the application relatively quickly after that. If a hearing is called, the timeline stretches considerably.

Disclosure: This article was edited by Editorial Team. For more information on how we create and review content, see our Editorial Policy.

9 hours ago

Andy, founder of Rollup, published a post stating that market rumors suggest the U.S. Securities and Exchange Commission (SEC) is preparing to roll out its largest-ever tokenization innovation exemption policy. The policy would potentially allow tokenized securities to trade exclusively through registered transfer agents, eliminating the need for broker-dealer licenses or compliance with rules for traditional trading platforms or alternative trading systems (ATS), and is reportedly set to cover U.S. retail investors and overseas participants. Andy noted that if the news is true, the potential impact would be significant. Tokenized funds could be issued and traded directly as on-chain tokens, with transfer agents maintaining legal ownership records on-chain. Meanwhile, underlying assets held by funds—such as stocks and bonds—could also be further tokenized, forming an on-chain trading system of "fund tokens + underlying asset tokens". Andy further added that a major fund has received the SEC's "green light", though this has not been officially confirmed. He speculated that potential participants could include ARK, Fidelity, or BlackRock. If the policy is ultimately implemented, U.S. asset management firms may accelerate the issuance of native equity tokens to compete for round-the-clock liquidity and on-chain distribution channels, rather than waiting for third parties to mirror-tokenize traditional securities. He further linked this potential policy shift to recent moves by the Trump administration to open up crypto market regulation and the Commodity Futures Trading Commission (CFTC)’s push to bring perpetual contracts into the U.S. market, suggesting that the U.S. regulatory environment may be gradually opening the policy gates for on-chain finance.

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ARK Investment Management has asked the U.S. Securities and Exchange Commission to approve a tokenized share class for its $562 million venture fund, allowing ownership records to be maintained using distributed ledger technology.

Summary

ARK has asked the SEC to approve a tokenized share class for its $562 million venture fund. The shares could trade through registered ATS platforms or between approved wallets, with ownership recorded using distributed ledger technology. ARK has not named a blockchain or tokenization provider for the proposed share class. The SEC has set Sept. 18 as the deadline for hearing requests before it can act on ARK’s application. According to an application filed with the SEC, ARK Venture Fund wants to add a Tokenized Class alongside a new Exchange Class by amending an exemptive order the regulator granted in November 2025. The SEC published notice of the request on Aug. 24 and set Sept. 18 as the deadline for requests for a hearing.

ARK filed the original application on May 20 before submitting amendments on June 11 and Aug. 7 under file number 812-16031. The filing seeks relief under sections 6(c), 18 and 17(d) of the Investment Company Act, along with Rules 23c-3 and 17d-1.

The proposal would give the two new classes different routes for secondary trading. Exchange Class shares could list on a national securities exchange, while ownership of Tokenized Class shares would be recorded through distributed ledger technology.

Tokenized shares could trade through alternative trading systems registered under Regulation ATS, other quotation mediums or peer-to-peer transfers between approved wallets. ARK is not asking the SEC for permission to list or quote the shares on decentralized finance platforms.

ARK tokenized share class would use existing fund structure ARK is seeking approval through the SEC’s existing exemptive application process while the agency continues working on separate rules that could govern tokenized securities.

The firm made clear that its application does not seek regulatory relief for the technology used to maintain its shareholder records. In a footnote, the applicants said they “are not seeking exemptive relief with respect to whether or how distributed ledger technology is used by a Fund to maintain a record of its shareholders.”

ARK Venture Fund operates as a continuously offered closed-end interval fund and reported $562 million in total assets as of Jan. 31. Its existing Class D, Class S and Class U shares were priced at $49.83, $49.69 and $49.70, respectively, as of May 15, with an aggregate non-affiliate market value of approximately $912.6 million.

The venture fund is separate from ARK’s better-known ARK Innovation ETF, which had $6.55 billion in assets and operates through ARK ETF Trust.

Under the proposed structure, investors would receive Tokenized Class shares through the fund’s normal subscription process at net asset value. The shares would carry no sales load and could be distributed by registered broker-dealers or directly through the fund’s transfer agent.

Costs associated specifically with the class would remain with its shareholders. The filing identifies potential transaction expenses tied to share sales, repurchases and dividend distributions.

The application would amend ARK’s November 2025 exemptive order, which allowed the fund to maintain multiple share classes. The earlier application contained a representation that fund shares would neither be listed on a securities exchange nor quoted on a quotation medium, requiring ARK to return to the SEC before introducing the proposed trading arrangements.

ARK has not selected a blockchain or tokenization provider No blockchain, tokenization provider or new transfer agent has been identified in the application. The filing refers generally to “tokenization agents” and the fund’s transfer agent when discussing expenses associated with the proposed class.

The Bank of New York Mellon currently serves as ARK Venture Fund’s transfer agent, administrator and custodian, according to the fund’s semi-annual report.

ARK already has a financial connection to tokenization company Securitize through the venture fund. The portfolio holds Securitize equity and a $10 million convertible note carrying a 5% interest rate and maturing in September 2028. The fund acquired the note on Sept. 30, 2025.

Securitize has expanded its institutional tokenization business this year. In August, the company launched a tokenized high-yield fund with Neuberger that invests mainly in high-yield bonds while offering interests across Avalanche, Ethereum, Solana and Sui.

The company serves as the transfer agent and tokenization platform for BlackRock’s BUIDL fund and has continued adding institutional products to its infrastructure. ARK has maintained exposure to the company as its tokenization business has expanded, while Hanwha Group became its largest shareholder in July after its combined holdings reached 9.6%.

ARK’s application does not state whether Securitize would have a role in the proposed Tokenized Class.

SEC tokenization rules remain under development The filing arrives before the SEC has completed a separate regulatory framework for tokenized securities trading.

An innovation exemption discussed by SEC Chair Paul Atkins has yet to take effect. The proposed approach is expected to let selected firms test blockchain-based securities products under defined conditions while permanent rules are developed.

As crypto.news previously reported, the SEC was preparing a regulatory route in August that could permit qualified platforms to trade tokenized U.S. stocks around the clock. Existing federal securities rules remain applicable while the exemption is unfinished.

Progress on the exemption has faced delays. Legal questions over the SEC’s authority and concerns from traditional market participants delayed the planned framework in August, with questions centered on how blockchain-based trading would interact with existing securities market rules.

Atkins separately introduced a Regulation Crypto Assets proposal on Aug. 18. The proposal addresses exemptions for crypto asset issuers but does not establish rules specifically for tokenized investment fund share classes. Public comments on the proposal are due Oct. 20.

ARK’s application therefore relies on the existing Investment Company Act process instead of requiring the unfinished innovation exemption to become effective.

SEC is rewriting transfer agent rules for blockchain records Regulators are separately examining the infrastructure that maintains official securities ownership records.

On Sept. 1, the SEC proposed a transfer agent overhaul covering registration, recordkeeping, transfer processing and asset safeguarding. It is the agency’s first major attempt in roughly four decades to rewrite the rules governing registered transfer agents.

The proposal specifically addresses the use of blockchain technology in securities offerings and share transfers. Transfer agents using digital records would face requirements covering recordkeeping systems, cybersecurity, business continuity and the use of outside technology providers.

The rulemaking comes as firms are testing ways to connect blockchain settlement with regulated shareholder records. Injective said in July that it had sought SEC transfer agent registration to maintain tokenized securities ownership records on blockchain infrastructure, although a public SEC filing supporting the registration claim had not been located at the time.

Comments on the SEC’s proposed transfer agent overhaul are due Nov. 3. ARK’s Tokenized Class application has a separate Sept. 18 deadline for hearing requests, after which the commission can issue an order on the requested exemptive relief.