President Trump announced Mesabi Metallics' $15 billion Iowa steel mill, the largest domestic steel facility ever built, lifting Nucor and Cleveland, Cliffs shares sharply higher on Monday.

Kodiak Sciences' DAYBREAK Phase 3 trial for Zenkuda hit every primary endpoint in wet AMD, sending KOD surging ~150% and triggering a massive short squeeze.

Corning (GLW) jumped nearly 9% after Verizon committed to 80 million miles of fiber through 2032, lifting Lumentum, Coherent and Ciena on surging AI demand.

Anthropic's leaked IPO prospectus shows a $42B loss on $4.6B revenue, $518B in compute commitments and valuation above $2T, plus existential, risk warnings.

Fair Isaac shares fell about 25% after FHFA said Fannie Mae and Freddie Mac will use one pricing grid, letting VantageScore compete with FICO on mortgages.

AstraZeneca pays $2 billion for a 12% stake in Summit Therapeutics (SMMT), validating its ivonescimab pipeline and launching a joint gastrointestinal cancer combination program.

Micron Technology (MU) tops Wall Street watchlists ahead of September 30 Q4 earnings as analysts project a 992% EPS surge driven by the AI memory supercycle and record high, bandwidth memory demand.

Bank of America cuts Nike to Underperform with a $30 target, flagging a dividend payout ratio above 100% in FY2027, ahead of the October 1 earnings report.

August JOLTS topped 7.23M consensus, amplifying fears of a Warsh Fed rate hike as 10, year Treasury yields hit 19, year highs and Brent crude holds above $105.

NetEase jumped nearly 5% after Morgan Stanley's Top Pick upgrade, citing Ananta's January launch as the first Chinese AAA game to credibly target Western blockbuster status.

CarMax (KMX) reported fiscal second, quarter 2027 results Tuesday that fell short of Wall Street estimates on both earnings and revenue, intensifying scrutiny of the used, auto retailer's multi, year…

Oura (planned: OURA) put off its listing despite orders about 4x the shares offered, as bond yields near 5.3%.

OURA:NASDAQ · 6 sources

Arm Holdings (ARM) fell after a 28% September run as SoftBank's $25B loan backed by its stock raised worries.

ARM:NASDAQ · QCOM · MRVL · 6 sources

Fair Isaac (FICO) is down about 50% this year, and Equifax fell 6.7% as a rival score gets equal pricing.

FICO · EFX · TRU · EXPN.L · 4 sources

Anthropic (private) eyes a Nasdaq listing as sales pace tops $65B and the 10, year yield hits 5.27%.

6 sources

Biossil (Canada) — Toronto-based startup that uses AI to repurpose failed drug candidates raised $153M led by OpenAI's Startup Fund, hitting unicorn status.

Refinyx (Sweden) — Critical battery materials recovery startup emerged from stealth after acquiring Northvolt's 134-patent recycling technology portfolio and pilot facility.

Project-S (Germany) — Munich-based space orbital safety and traffic management startup emerged from stealth with a multi-million-euro seed round backed by Uni.Fund and ESA programs.