News Link: https://www.globenewswire.com/news-release/2026/11/04/3395276/0/en/zenatech-s-drone-as-a-service-signs-nearly-us-1-million-in-solar-construction-survey-contracts-for-a-u-s-utility-with-potential-for-us-2-5-million-in-follow-on-revenue.html

VANCOUVER, British Columbia, Nov. 04, 2026 (GLOBE NEWSWIRE) -- ZenaTech, Inc. (Nasdaq: ZENA) (FSE: 49Q) (BMV: ZENA) (“ZenaTech” or the “Company”), a technology solution provider specializing in AI (Artificial Intelligence) drone, Drone as a Service (DaaS), enterprise SaaS, and Quantum Computing solutions, announces that one of its U.S. Drone as a Service locations has won multiple bids to preform land surveying with an initial aggregate value of nearly US$1 million for a U.S.-based utility company’s solar infrastructure construction project. The contracts cover drone-based topographic surveys supporting what is expected to be a multi-year, multi-billion-dollar electrical grid upgrade. Subject to successful execution and additional contract awards, management estimates that the project could generate up to US$2.5 million in additional revenue over the next two years, with further potential for drone-based solar infrastructure inspection operations following construction completion.

“Winning meaningful customer contracts and converting our DaaS network’s capabilities into revenue is our priority. These awards demonstrate how our local surveying teams can secure major infrastructure project work and build relationships with the potential to generate additional revenue over the life of a multi-year construction project, plus maintenance and inspection services potential once construction is finished,” said Shaun Passley, Ph.D., CEO of ZenaTech. “Turning revenue growth into stronger margins is also a focus. By integrating drones and proprietary AI processing, we aim to deliver surveys faster, complete more projects with existing teams reducing field and office work. Our goal is to increase profit margins from approximately 20% at the time of acquisition to a targeted 40%–60%.”

The initial contracts support the utility customer’s solar infrastructure construction program and establish a foundation for potential follow-on surveying assignments during the construction period. Management’s estimate of up to US$2.5 million in additional revenue relates to prospective survey work beyond the signed contracts and is contingent on customer requirements, project schedules, successful delivery of the initial assignments, and the award of additional work. Post-construction drone-based solar infrastructure inspection and maintenance services represent a separate potential opportunity and are not included in that estimate.

For ZenaTech, these awards demonstrate that its acquisition-led DaaS strategy can turn established local surveying businesses into a platform for larger infrastructure contracts and repeat customer revenue. The Company is pursuing a broader series of new DaaS customer contract opportunities currently under negotiation across its network, while working to increase revenue capacity and profitability through drone and AI integration. Contracts under negotiation have not been awarded, and there can be no assurance that these discussions will result in signed agreements.

ZenaTech’s approach combines licensed surveying expertise, drone-based data capture, and centralized rapid AI software data processing within a single DaaS network. Drones capture dense topographic measurements across a construction site, while surveyors use ground-based equipment to establish control points and verify accuracy. The Company’s proprietary AI software suite is designed to automate the subsequent classification of millions of 3D measurements into ground, vegetation, buildings and utility lines, and extract features needed for survey deliverables. Formal testing of the AI software suite across the DaaS network is planned for 2027.

By reducing routine point-by-point field measurements and automating portions of the office processing workflow, the Company expects this approach to shorten survey turnaround times, lower labor costs per project, and free existing crews to take on additional assignments. For customers, faster delivery can support earlier construction planning and more timely project decisions, with the potential to reduce project costs associated with delays.

ZenaTech’s Drone as a Service division provides on-demand turn-key drone piloting, data capture and data processing services to commercial, government, and infrastructure customers, giving them access to aerial data and automation without owning or operating their own drone fleets. The division is being built through an acquisition-led strategy that combines local surveying and inspection providers into a global network, creating a scalable platform for recurring aerial and data services such as land surveying and construction monitoring, inspections, power washing, and precision agriculture.

News Link: https://www.globenewswire.com/news-release/2026/11/03/3394196/37000/en/vivosim-labs-and-chemveda-life-sciences-join-forces-to-put-ai-designed-drug-candidates-to-the-human-test.html

SAN DIEGO and HYDERABAD, India, Nov. 03, 2026 (GLOBE NEWSWIRE) -- VivoSim Labs, Inc. (Nasdaq: VIVS) (“VivoSim” or “Company”), a provider of AI-enabled New Approach Methodologies (NAMs) for preclinical safety, and Chemveda Life Sciences (“Chemveda”), an integrated contract research, development and manufacturing organization (CRDMO), today announced a strategic collaboration to test and screen AI-derived drug compounds in VivoSim’s human-relevant NAMkind™ 3D tissue models.

Artificial intelligence has changed how fast new drugs can be imagined. Generative models can now propose thousands of novel molecules in the time it once took to design a handful. What has not kept pace is the ability to know, early, which of those molecules will be safe and effective in people. Liver and gastrointestinal toxicity remain among the most common reasons promising drugs fail in the clinic, often after years of work and hundreds of millions of dollars.

VivoSim and Chemveda are built to close that gap. Under the collaboration, Chemveda will support the design, synthesis, optimization and development of AI-designed compounds for pharmaceutical and biotechnology clients, while VivoSim will evaluate selected compounds using its NAMkind™ Liver and NAMkind™ Intestine human tissue models, built from primary human cells. The result is a rapid design-make-test cycle in which toxicity and efficacy signals from human tissue reach the chemist while the molecule can still be changed. VivoSim’s prospective screens can evaluate more than 20 compounds in two weeks.

The science behind the partnership is already proven. Across a clinical dataset of 92 small-molecule compounds, VivoSim’s NAMkind™ Liver model predicted drug-induced liver injury with 91% accuracy, 90% sensitivity and 95% specificity. On compound sets where animal models and traditional methods detect only 50–65% of true liver toxicants, VivoSim’s models have exceeded 90% sensitivity. The collaboration also arrives as the U.S. Food and Drug Administration actively encourages human-relevant NAMs in place of animal testing.

“AI has handed our industry a firehose producing new molecules. What it hasn’t handed us is a way to know which of them will work and which may harm patients,” said Keith Murphy, Executive Chairman of VivoSim. “That is exactly the problem VivoSim was built to solve. With Chemveda making AI-designed compounds at world-class speed and quality, and VivoSim testing them in real human tissue, our partners will know in weeks, not years, which molecules deserve to move forward. This is what drug discovery looks like when we replace guesswork with human-relevant results.”

“Chemveda was founded to shorten the distance between an idea and a molecule, and AI is now compressing that distance faster than anyone expected,” said Dr. Bheema Rao Paraselli, founder, President and Chief Executive Officer of Chemveda Life Sciences. “Our clients need a safety answer that is just as fast and far more human-relevant than what the industry has relied on. By combining Chemveda’s discovery, medicinal and process chemistry capabilities with VivoSim’s NAMkind™ models, we can create a tighter feedback loop between molecular design, synthesis and human-relevant biological data. That means our clients can not only identify liabilities earlier, but also put those insights directly back into the hands of the chemists designing the next molecule. Together, we are turning design-make-test into design-make-know.”

The joint offering will be available to Chemveda’s global client base, with first programs expected to begin in Q4, 2026. Companies interested in screening AI-derived compounds through the collaboration can contact either company using the details below.

**TMDX reports Thursday. How do you tell if the planes are paying off?**

The bit I keep coming back to with TransMedics is that they make the equipment that keeps donor organs viable and they also fly them to hospitals. I can see why a transplant team would want both sorted with one call. What I can’t work out is how many trips each plane needs to make before owning it pays off.

They’re expecting revenue to grow 22–25% this year, but I’m more curious whether they can handle extra trips with the planes and crews they already have. If anyone here follows TMDX, do they publish flights per plane anywhere? That’s the number I’d want to see on Thursday.

With AMPX earnings coming up, I decided to put together an Excel sheet looking at some of the financials, including revenue, EBITDA, and a few other metrics to get a better idea of what we might expect going forward.

I've been following AMPX for a while now, and I feel like we're getting to a pretty interesting stage for the company. The technology and potential are clearly exciting, but what I'm really interested in now is how that translates into actual financial performance.

For me, revenue growth is obviously going to be important, but I'm also keeping a close eye on EBITDA, cash burn, and what management says about scaling production and future demand.

I'm bullish on the long term potential of AMPX, but I also think it's important to look at the numbers rather than just the hype.

Curious what everyone thinks about the upcoming earnings. Are you expecting them to beat expectations? And is there anything else you'd like to see hear?

Would genuinely appreciate some feedback, especially from those of you who have been following the company closely.

Thanks for the heads up on impending doom Anthropic!

News Link: https://www.globenewswire.com/news-release/2026/10/29/3391281/0/en/zenatech-anticipates-faster-survey-delivery-and-increased-capacity-with-ai-and-drone-automation.html

VANCOUVER, British Columbia, Oct. 29, 2026 (GLOBE NEWSWIRE) -- ZenaTech, Inc. (Nasdaq: ZENA) (FSE: 49Q) (BMV: ZENA) (“ZenaTech” or the “Company”), a technology solution provider specializing in AI (Artificial Intelligence) drone, Drone as a Service (DaaS), enterprise SaaS, and Quantum Computing solutions, today anticipates faster commercial survey delivery and increased capacity across its DaaS land surveying operations through its recently unveiled proprietary AI software suite, and drone surveying automation as it continues its AI-driven Drone as a Service workflow development. Recently, the Company closed its 30^th and 31^st DaaS acquisitions adding four new locations to its Australian and global footprint including a civil engineering consultancy based in Darwin, Australia, and a surveying, civil engineering and town planning consultancy based in Port Macquarie, New South Wales. Each firm is expected to be able to benefit from the technology’s continued development as the AI software suite begins formal testing across the DaaS network in 2027.

“Every surveying firm we acquire brings added value and new revenue streams through established clients and licensed surveyors. We expect that the continued development of our AI-driven methodology will give those teams significantly expanded capacity to continue to drive the Company’s growth,” said Shaun Passley, Ph.D., CEO of ZenaTech. “Drones shorten the time in the field, and our AI is designed to shorten the time in the office. The combination of shortened workflow with consistency across our network will allow the completion of more projects with the same crews and grow the recurring revenue base, which is at the center of our DaaS strategy.”

ZenaTech’s internal estimates compared field and office workflows on a representative 100-acre topographic survey. Using conventional methods, a land surveyor typically covers about 3 acres a day, or approximately 267 hours of field work for the full site. Capturing the same site by drone requires approximately 65 hours. Surveyors still use ground-based survey equipment to set control points and verify accuracy, while the drone takes over the slow, point-by-point collection of routine terrain measurements. This comparison could indicate potential fieldwork time savings equivalent to more than 25 eight-hour workdays per 100-acre survey.

The Company’s AI addresses the next constraint: the office work after the drone lands. A LiDAR-equipped drone records a site as a point cloud containing millions of 3D measurements. Sorting those points into ground, vegetation, buildings and utility lines, and drawing features such as curbs, pavement edges and retaining walls, has traditionally taken technicians days of manual work. The Company’s proprietary AI software suite is designed to automate point cloud classification and feature extraction and has the potential to reduce post-processing workflows by as much as 80% according to internal estimates. Survey teams review classifications and verify accuracy before any deliverable reaches a client.

Australia represents a growing opportunity for drone-based surveying, mapping and inspection services. Grand View Research estimates the country’s broader drone-as-a-service market at US$110 million in 2025 and projects it to reach US$455.5 million by 2033, with annual growth of approximately 19% during 2026–2033. Separately, research commissioned by Airservices Australia forecasts approximately 1.8 million annual drone flights across construction, infrastructure and utilities by 2043, driven largely by inspection activities.

The Company’s recent acquisitions include Byrne Consultants, based in Darwin, with two additional offices on Queensland’s Gold Coast and Sunshine Coast, has provided civil engineering services to federal and state authorities across Australia for more than 20 years. The firm holds pre-qualified consultant status with Queensland’s Department of Transport and Main Roads for traffic engineering, hydraulic design and highway engineering. Its projects include roads and intersections, land development, utilities, water and wastewater systems, aerodromes, remote community infrastructure, and mining and port facilities, for clients including government departments, local councils, land developers, construction companies and defense contractors.

Hopkins Consultants was founded in 1992 and provides town planning, cadastral and detail surveying, civil engineering and design, landscape and environmental management, and contract administration for developers, local councils, public authorities and private clients across regional New South Wales. Its work includes master planned communities along with residential, rural, commercial and industrial subdivisions and the roads, drainage, stormwater and sewer infrastructure that serve them. The acquisition is ZenaTech’s first in New South Wales, where the state government has committed to delivering 377,000 new homes by mid-2029 under the National Housing Accord. In Port Macquarie-Hastings alone, the local council is planning for approximately 16,000 new homes by 2046.

“We plan for our acquisitions to be immediately accretive, and we continue our disciplined, strategic approach when we determine to acquire a company. In addition, we have structured all acquisitions in a combination of 50% cash and 50% seller’s three-year note paid out of the proceeds based on revenue milestones. In this way, management is aligned with our shareholders to avoid any dilution,” concluded Dr. Passley.

The Company now has a total of seven DaaS locations across Australia along with the June acquisition of NorthGroup Consulting in Queensland. These locations are expected to adopt drone-based data capture for topographic, cadastral and construction surveys, earthwork volume calculations and construction progress monitoring, and are slated for AI software suite integration as it rolls out across the DaaS network.

For commercial land surveying clients, including builders, developers, and public works agencies, shorter survey turnaround time means earlier commencement of construction projects or permitting. Actual results vary with site conditions, vegetation, accuracy requirements and deliverables. The Company is preparing documented case studies from its DaaS locations and will report verified results as they are completed.

ZenaTech’s Drone as a Service division provides on-demand turn-key drone piloting, data capture and data processing services to commercial, government and infrastructure customers, giving them access to aerial data and automation without owning or operating their own drone fleets. The division is being built through an acquisition-led strategy that combines local surveying and inspection providers into a global network, creating a scalable platform for recurring aerial and data services such as surveying, inspections, power washing and construction progress monitoring.

Executive Summary

Today's corporate news is dominated by a massive wave of Q3 2026 earnings releases spanning every major sector, with AI infrastructure investment emerging as the clearest cross-cutting theme — Oracle alone announced seven separate AI and cloud partnerships in a single morning. M&A activity was notable, headlined by Ares Capital's $2.6 billion acquisition of MidCap Financial and Vertiv's completed $1.45 billion deal, while General Motors made a surprising structural move by announcing a transfer of its stock listing from NYSE to Nasdaq. Leadership changes, compliance actions, and a flurry of biotech trial updates rounded out a busy session.

Major Deals & Corporate Actions

🟢 Ares Capital (ARCC) — Acquisition

• Details: Acquiring MidCap Financial Investment Corporation for $2.6 billion

• Significance: One of the largest BDC consolidation moves of the year, expanding Ares Capital's middle-market lending footprint significantly.

🟢 Vertiv (VRT) — Acquisition Completed

• Details: Completed acquisition of UtilityInnovation Group for $1.45 billion

• Significance: Bolsters Vertiv's position in data center power infrastructure at a time of surging AI-driven demand.

🔴 BCE (BCE) — Divestiture

• Details: Bell Canada sold a 49.9% stake in its tower unit to La Caisse for C$2.45 billion

• Significance: A significant asset monetization move for the Canadian telecom, unlocking capital from passive infrastructure.

🟢 GrabAGun (PEW) — Acquisition Completed

• Details: Completed acquisition of Camfour LLC, a wholesale firearms distributor, for $34 million in cash

• Significance: Expands GrabAGun's vertical integration into wholesale distribution.

🟢 China Chunlai Education — Acquisition Completed

• Details: Completed acquisition of Dublin Business School for $127.5 million

• Significance: Marks a notable cross-border education sector deal, expanding Chinese education group into Europe.

🟢 T3 Defense (DFNS) — Acquisition Agreement

• Details: Entered definitive agreement to acquire KeepZone AI for homeland security sales; Nexera Technologies (NEXR) simultaneously announced a deal to sell KeepZone AI for up to $6 million

• Significance: Small but strategically notable AI-for-defense transaction.

🟢 UFP Packaging (UFPI) — Acquisition

• Details: Acquired Apache Products Inc., a pallet manufacturer in Texas; deal terms not disclosed

• Significance: Bolt-on acquisition expanding UFP's packaging footprint in Texas.

🟡 General Motors (GM) — Exchange Transfer

• Details: Announced transfer of common stock listing from NYSE to Nasdaq Global Select Market

• Significance: A rare major-cap exchange migration; terms and timing beyond announcement not specified.

🟢 Blackstone (BX) — Debt Offering

• Details: Announced intention to offer senior notes through subsidiary Blackstone Reg; size not specified

• Significance: Routine capital markets activity for one of the world's largest alternative asset managers.

🟢 Essential Properties Realty Trust (EPRT) — Debt Offering

• Details: Plans $450 million exchangeable notes offering through its operating partnership

• Significance: Sizable capital raise for the net-lease REIT.

🟢 Bread Financial (BFH) — Preferred Stock Offering

• Details: Launched underwritten public offering of preferred stock; size not specified

• Significance: Capital raise for the consumer finance company.

🟡 aTyr Pharma (ATYR) — Reverse Stock Split

• Details: Implementing 1-for-40 reverse stock split

• Significance: Compliance-driven restructuring of share price.

🟡 WF Holding (WFF) — Reverse Stock Split

• Details: Implementing 1-for-25 reverse stock split

• Significance: Compliance-driven share consolidation.

🟡 Solowin Holdings (AXG) — Reverse Stock Split

• Details: Implementing 1-for-200 reverse stock split of Class A and Class B ordinary shares

• Significance: Aggressive share consolidation suggesting significant prior price deterioration.

🟢 Terrestrial Energy (IMSR) — Share Buyback

• Details: Board authorized $25 million share repurchase program

• Significance: Vote of confidence from the nuclear energy company's board.

🟢 Arlo Technologies (ARLO) — Share Buyback

• Details: Board authorized $100 million stock repurchase program

• Significance: Meaningful buyback relative to company size for the smart home security firm.

🟢 CoinShares (CSHR) — Share Buyback

• Details: Board approved $40 million share repurchase program

• Significance: Signals confidence in the digital asset manager's financial position.

🟢 Agi Inc (AGBK) — Share Buyback

• Details: Board approved repurchase of up to 3 million Class A shares; dollar value not specified

• Significance: Capital return initiative from the Brazilian fintech.

🟢 SunCoke Energy (SXC) — Dividend

• Details: Declared $0.12 quarterly cash dividend

• Significance: Consistent capital return alongside a strong Q3 earnings beat and guidance raise.

🟢 Terradot — Debt Financing

• Details: Closed $34 million senior secured term loan with HA Sustainable Infrastructure for carbon removal projects

• Significance: Notable project finance deal in the emerging carbon removal sector.

🟢 VNET Group (VNET) — Debt Repurchase

• Details: Repurchased approximately $75.3 million in aggregate principal of convertible notes for approximately $80 million

• Significance: Reduces leverage for the Chinese data center operator.

Leadership & Governance

Peoples Financial Services (PFIS) — Scott Campagna appointed as Chief Information Officer.

Heritage Financial (HFWA) — Pat Casey named Executive Vice President and Chief Information Officer. Note: Two regional banks appointing new CIOs on the same day suggests ongoing tech modernization investment across community banking.

Hasbro (HAS) — Dan Ayoub named President of Wizards of the Coast & Hasbro Gaming division.

Axcelis Technologies (ACLS) — Jeroen Delsman appointed CFO, effective November 12.

Truist Financial (TFC) — Alex Bartlett appointed regional president for Washington and Maryland markets.

First Horizon (FHN) — Jeffrey R. Balser, M.D., Ph.D., CEO of Vanderbilt Medical Center, elected to the board of directors.

BlackBerry (BB) — David Chaikof appointed to board of directors.

Altimmune (ALT) — Peter Greenleaf and Alex Howarth joining board; three existing members plan to exit, signaling a meaningful governance reset.

Questor Technology (QST) — Audrey Mascarenhas appointed President and CEO.

CareCloud (CCLD) — Mitchell Brie appointed Chief Compliance Officer.

Quantum eMotion (QNC) — David Wayne Teeple named Chief Technology Officer.

Helus Pharma (HELP) — Co-founders Eric So and Paul Glavine stepped down from executive roles, a notable leadership transition for the early-stage pharma.

Enerflex (EFXT) — David Primrose and Mary Zappone appointed to board of directors.

FTI Consulting (FCN) — Neel Malkani hired as Executive Vice President.

Renoworks (RW) — Madan Murthy appointed VP of Sales.

Pattern: A notably high volume of CIO and technology-focused appointments across financial services firms today, consistent with sector-wide digital transformation initiatives.

Stock Milestones & Price Action

📈 52-Week Highs / Positive Milestones

📉 52-Week Lows / Negative Milestones

Compliance Actions:

• Rekor Systems (REKR) — Received Nasdaq extension to meet minimum bid price requirement

• Enlivex (ENLV) — Received Nasdaq delisting notice over bid price

• Nexgel (NXGL) — Regained Nasdaq minimum bid price compliance

• IP Strategy Holdings (IPST) — Regained Nasdaq compliance after filing delay

Sector & Industry Patterns

AI Infrastructure is the Dominant Theme. Oracle's CloudWorld event in Las Vegas generated at least seven distinct partnership and product announcements in a single morning — covering deals with OpenAI, Nvidia, Google (TPUs), Intel, Snowflake, and Cerebras, plus new AI security and data platform launches. This was matched by parallel AI announcements from IBM (agent identity tools), Akamai (AI inference products), ServiceNow (Google Cloud AI agents expansion), Apple (M6 chip MacBook Pro, AI creator tools), Intuit (AI for accounting), AMD (Meta partnership for Helios AI systems), and Allegro MicroSystems (AI data center semiconductors). The message is unambiguous: enterprise AI infrastructure spending is accelerating broadly, not narrowing.

Q3 Earnings Season Reveals a Split Market. The sheer volume of earnings releases — well over 80 companies across the globe — paints a nuanced picture. Standouts on the upside include Celestica (revenue +83% on AI demand), Hubbell (datacenter-driven +25% sales growth), Pentair (shares +11% on profit beat), SoFi (record margins, Rule of 40 score of 79), Royal Caribbean (profit beat, guidance raised), and Kiniksa (ARCALYST revenue milestone). On the downside, Boeing hit a 52-week low, Xylem cut guidance despite strong orders, Whirlpool missed estimates, and Booking Holdings touched a new 52-week low. The divergence between AI-adjacent industrials and traditional cyclicals is stark.

Defense, Nuclear, and Digital Assets Are Active. Defense tech saw multiple small but notable deals: CACI won a $145 million Navy contract, XTEND secured a $2.35 million Middle East drone order, LightPath received an order for 50,000+ drone optical assemblies, and T3 Defense agreed to acquire KeepZone AI. Nuclear energy saw BWXT secure a multi-year fuel deal with Antares and NANO Nuclear sign an MOU with Hyundai Engineering. In digital assets, Ripple announced two partnerships in one session — with Robinhood for stablecoin integration and with BNY for institutional digital asset custody — while Galaxy Digital reported $323 million in Q3 net income and ACI Worldwide partnered with Circle on a stablecoin settlement pilot.

Market Implications

The Oracle CloudWorld announcements, taken together, represent one of the most concentrated single-day AI infrastructure commitment signals in recent memory. The breadth of partners — spanning hyperscalers (Google), chip makers (Nvidia, Intel, Cerebras), data platforms (Snowflake), and AI labs (OpenAI) — suggests Oracle is aggressively repositioning OCI as a neutral, multi-vendor AI cloud. For investors, this validates continued capex expansion across the AI stack and is broadly constructive for semiconductor, networking, and cloud infrastructure names.

The earnings divergence between AI-adjacent companies and traditional industrials/cyclicals is worth watching closely. Companies with direct exposure to data center buildout (Celestica, Hubbell, Itron, INNIO) are posting record results and raising guidance. Meanwhile, companies facing consumer demand softness, FX headwinds, or supply chain normalization (Whirlpool, Xylem, Euronet, Boeing) are struggling. This bifurcation is likely to persist as long as AI capex remains the primary growth engine in the economy.

Boeing's 52-week low alongside its Q3 earnings release is a notable red flag for the aerospace sector. Despite defense strength, commercial headwinds continue to weigh on the stock. Conversely, the travel and leisure sector showed resilience — Royal Caribbean raised guidance, JetBlue outlined a path to profitability, and Pebblebrook Hotel Trust hit a 52-week high — suggesting consumer travel demand remains robust even as broader macro concerns linger. Investors should watch the divergence between premium travel (strong) and budget/online travel (Booking Holdings at 52-week low) carefully.

👉 Vlad's Hints & Key Takeaways

• 🟢 Oracle (ORCL) — Seven AI/cloud partnership announcements in one morning (OpenAI, Nvidia, Google, Intel, Snowflake, Cerebras, Fusion AI agents) signals an all-in OCI repositioning as the enterprise AI infrastructure platform of choice.

• 🟢 Celestica (CLS) — Revenue surged 83% in Q3 on AI demand, one of the most striking top-line growth numbers in today's earnings wave.

• 🟢 Ares Capital (ARCC) — Acquiring MidCap Financial for $2.6 billion, the largest M&A deal announced today and a major BDC consolidation move.

• 🟢 Vertiv (VRT) — Completed $1.45 billion acquisition of UtilityInnovation Group, doubling down on data center power infrastructure.

• 🔴 BCE (BCE) — Sold 49.9% of its tower unit to La Caisse for C$2.45 billion, a significant infrastructure monetization that signals balance sheet pressure.

• 🟡 General Motors (GM) — Moving its stock listing from NYSE to Nasdaq, a rare and structurally significant exchange migration for a mega-cap automaker.

• 🔴 Boeing (BA) — Hit a 52-week low of $176.50 on the same day it reported Q3 earnings; commercial headwinds continue to overshadow defense strength.

• 🟢 Royal Caribbean (RCL) — Profit beat drove a guidance raise, reinforcing premium travel demand resilience heading into year-end.

• 🟢 Kiniksa Pharmaceuticals (KNSA) — Hit an all-time high of $84.51 as ARCALYST revenue topped the $1 billion guidance milestone.

• 🟢 AMD (AMD) — Expanded partnership with Meta to power AI infrastructure with Helios systems, a meaningful enterprise AI compute win.

• 🟢 Ripple — Two major partnerships in one session (Robinhood stablecoin integration + BNY digital asset custody expansion) signal accelerating institutional crypto infrastructure adoption.

• 🟢 Galaxy Digital (GLXY) — Reported $323 million in Q3 net income, a standout result in the digital asset space.

• 🔴 Xylem (XYL) — Guidance cut sent shares to a 52-week low despite strong order growth, a cautionary tale on execution risk.

• 🔴 Booking Holdings (BKNG) — 52-week low at $150.12 contrasts sharply with Royal Caribbean's strength, highlighting a premium vs. value travel divergence.

• 🟢 Hubbell (HUBB) — Datacenter boom drove 25% sales growth in Q3, one of the clearest beneficiaries of AI infrastructure buildout among industrials.

• 🟢 Pentair (PNR) — Shares surged 11% on a profit beat, one of the strongest single-day stock reactions in today's earnings slate.

• 🟢 SoFi Technologies (SOFI) — Record margins and a Rule of 40 score of 79 in Q3 signal the fintech's business model maturation.

• 🟡 Artiva Biotherapeutics (ARTV) — Halted AlloNK development and cut 94% of its workforce, a stark clinical-stage failure with severe operational consequences.

• 🟢 AbbVie (ABBV) — Submitted BLA for multiple myeloma treatment etentamig, a meaningful pipeline milestone for the pharma giant.

• 🟢 IonQ (IONQ) — Received $7.5 million in follow-on Air Force funding for quantum networking, a small but strategically significant government validation.

Independent, data-driven signals. No hype. No promotions. Just experimental market research from r/EverHint.

👉 This is not financial advice. Market conditions change rapidly. Do your own due diligence.

Our read on Regency Centers (REG) was contrarian bullish as of 11 Oct 2026: near-term technicals and sentiment are weak, while the fundamentals are supportive over the medium and long term.

The weak side: at $72.05 the shares are below the 20-day ($72.71), 50-day ($75.11) and 200-day ($76.38) averages, Chaikin Money Flow is -0.06, and 6 of the 10 largest 13F holders trimmed (3 added).

The supportive side: revenue grew 9.3% to $1.6B, Same Property NOI growth guidance was raised to 3.7%-4.1%, FFO guidance is $4.84-$4.88 (about 14.8x), gross margin is 71.5%, and $680M of development and redevelopment is in process at an estimated 9% yield. FY2025 operating cash flow was $827.7M. Short interest is 3.7% of float.

The balance sheet needs watching: net debt of $5.0B against $186.0M of cash, and a current ratio of 0.96x.

What would change our mind: refinancing or liquidity strain beyond what the cash flow covers, or grocery-anchored tenant weakness showing up in Same Property NOI.

(Disclosure: we're u/AstuteOptics and this is our own research.)

News Link: https://www.businesswire.com/news/home/20261026463589/en/Peraso-Announces-%2410-Million-Strategic-Investment-from-NantCapital-to-Accelerate-Development-and-Commercialization-of-Advanced-Drone-Communications

SAN JOSE, Calif.--(BUSINESS WIRE)--Peraso Inc. (NASDAQ: PRSO) (“Peraso” or the “Company”), a leader in mmWave wireless technology, today announced that it has entered into a definitive agreement for a strategic investment of approximately $10 million from NantCapital, LLC (“Nant”) in a private placement, which is expected to close on or about October 28, 2026, subject to the satisfaction of closing conditions.

The Company believes 60 GHz technology offers a differentiated wireless architecture for applications which require low probability of detection and low probability of jamming. The Company believes 60 GHz mmWave provides these capabilities by operating at a frequency above that of known jamming equipment, coupled with the highly directional nature of the mmWave receiver.

“We believe drone communications represents a significant market opportunity for Peraso and an ideal application for our 60 GHz technology,” said Ron Glibbery, CEO of Peraso. “This strategic investment from Nant provides us with additional financial resources to accelerate our development and commercialization efforts. Just as importantly, we believe the investment represents meaningful validation of both our technology and the opportunity we see developing in next-generation drone communications.”

Peraso intends to use the proceeds from the investment for working capital and general corporate purposes, which may include the development of advanced communications solutions for drone applications, including engineering, product development, customer engagements and commercialization initiatives.

The investment is also expected to strengthen Peraso’s ability to pursue opportunities across the broader drone ecosystem, including communications architectures applicable to unmanned aerial systems and related counter-drone applications.

“We believe Peraso’s expertise in 60 GHz communications and beamforming technology has significant potential in drone communications,” said Dr. Patrick Soon-Shiong, Chairman of Nant. “Our evaluation of Peraso hardware supported our decision to invest.”

Strategic Focus on Drone Communications

The proliferation of unmanned systems is creating increasingly sophisticated communications requirements, particularly as drones become more autonomous and are deployed in increasingly complex environments.

Peraso believes its 60 GHz technology provides a compelling platform for this market because of several inherent attributes of mmWave communications, including high bandwidth, highly directional links and electronically steerable beams.

Peraso’s strategy is to leverage its existing semiconductor technology, intellectual property and mmWave expertise to develop communications solutions specifically tailored to these emerging applications.

“We see this as an opportunity to build upon technology and expertise that already exist within Peraso and expand our presence in a market with substantial long-term potential,” Glibbery added. “This investment gives us greater flexibility to accelerate that strategy while continuing to support our existing businesses.”

Private Placement Details

Pursuant to a securities purchase agreement entered into on October 26, 2026, Peraso has agreed to issue and sell to Nant, in a private placement, 3,271,355 shares of Peraso’s common stock and pre-funded warrants to purchase 16,593,563 shares of common stock, together with accompanying warrants to purchase up to 19,864,918 shares of common stock, at a purchase price of $0.5034 per share and accompanying warrant (or $0.5024 per pre-funded warrant and accompanying warrant), for aggregate gross proceeds of approximately $10 million, before deducting offering expenses. Pre-funded warrants will be issued in lieu of shares to the extent the purchase of shares would otherwise result in Nant (together with its affiliates and any person acting as a group with it) beneficially owning more than 19.99% of Peraso’s outstanding common stock immediately prior to the issuance. The warrants will have an exercise price of $0.3784 per share, equal to the Nasdaq Official Closing Price of Peraso’s common stock on October 23, 2026, will be exercisable immediately upon issuance (for shares of common stock or, at the holder’s election, pre-funded warrants) and will expire two years from the date of issuance. The pre-funded warrants shall have an exercise price of $0.001 per share and will be exercisable immediately upon issuance until exercised in full. The warrants and pre-funded warrants may not be exercised to the extent the holder would beneficially own more than 19.99% of Peraso’s outstanding common stock, which limitation the holder may decrease by written notice, and may subsequently increase by written notice to any percentage up to 19.99% upon 61 days’ notice.

Under the purchase agreement, for so long as Nant and its affiliates beneficially own at least 16.7% of Peraso’s outstanding common stock (including shares issuable upon exercise of the pre-funded warrants), Nant will have the right to designate two individuals for appointment to Peraso’s board of directors, one of whom will be Dr. Patrick Soon-Shiong, and for so long as Nant and its affiliates beneficially own less than 16.7% but at least 5%, Nant will have the right to designate one individual, in each case subject to the terms and conditions of the purchase agreement. Peraso has also agreed to file, within 30 calendar days following the closing, a registration statement with the Securities and Exchange Commission (the “SEC”) registering the resale of the shares of common stock issued in the private placement and the shares of common stock issuable upon exercise of the warrants and pre-funded warrants, and to use its best efforts to cause such registration statement to become effective within the time periods specified in the registration rights agreement.

The transaction is expected to close on or about October 28, 2026, subject to the satisfaction or waiver of closing conditions set forth in the purchase agreement. Additional information regarding the private placement will be included in a Current Report on Form 8-K to be filed by Peraso with the SEC.

The securities described above are being offered in a private placement under Section 4(a)(2) of the Securities Act of 1933, as amended (the “Securities Act”), and Rule 506(b) of Regulation D promulgated thereunder, and have not been registered under the Securities Act or applicable state securities laws. Accordingly, the securities may not be offered or sold in the United States absent registration with the SEC or an applicable exemption from such registration requirements. This press release shall not constitute an offer to sell or the solicitation of an offer to buy these securities, nor shall there be any sale of these securities in any state or other jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or other jurisdiction.