Pravin Desale, SVP, R&D at Lattice Semiconductor(NASDAQ:LSCC), sold 4,279 shares of common stock on Sept. 15, 2026, for approximately $452,000, according to a recent SEC Form 4 filing.
Metric
Value
Transaction value
$452,000

#pravin #lscc #form

Cloudflare's Q2 beat and reaccelerating growth (36% revenue growth, 120% net dollar retention, record large customer adds) pushed NET stock to new highs, but the market has already paid up: NTM EV/Revenue sits at 35.17x, just below its all-time high of 36.30x and well above its roughly two-year average of 22.30x.
Free cash flow margin, the exact metric management points to as evidence of a credible path to GAAP profitability by 2028, has fallen for two straight quarters, from 14.55% in Q1 2026 to 9.71% in Q2 2026, even as severance and restructuring costs climbed toward $165 million for the year.
President Michelle Zatlyn, CFO Thomas Seifert, and director John Graham-Cumming all sold stock in August and September, Zatlyn alone disposing of roughly $44 million across two separate filings, while the company also raised $2.175 billion in convertible debt despite already holding $4.2 billion in cash.
Street consensus, which saw NET stock as 13% to 22% undervalued for most of late 2025 and early 2026, has now caught up: the mean ****** yst target of $336.81 sits just 4% above the September 18 close of $323.60, a far thinner cushion than investors had earlier in the rally.
Cloudflare's second quarter gave bulls plenty to like. Revenue grew 36% year over year to $696.1 million, beating the $665.5 million ****** yst estimate. The company added a record 986 large customers over the trailing year and net dollar retention accelerated to 120%, up six points from a year earlier. Management used that momentum to lean harder into its Act 4 story, the plan to turn Cloudflare's network into infrastructure for agentic commerce through products like Monetization Gateway, Wallets, and cloudflare.pay.

#revenue #dollar

Applied Digital Corporation (NASDAQ:APLD) President and co-founder Jason Gechen Zhang reported a non-discretionary disposition of 49,188 shares of common stock on September 12, 2026, according to a recent SEC Form 4 filing.
Metric
Value
Transaction value
$1.3 million

#digital #corporation #gechen

The federal government is preparing to cash out a chunk of its stake in GlobalFoundries (GFS). A new filing shows Washington plans to sell as many as 9.9 million shares of the semiconductor firm, months after agreeing to take an equity position in the company.
For investors watching GFS stock, the move raises questions about what comes next, even as GlobalFoundries lands new government-backed deals in quantum computing and silicon photonics. Here is what the filing means, and why the government owned shares of GlobalFoundries stock in the first place.
Bank of America Just Declared a 'Generational Entry Point' in U.S. Bonds. Why Investors Should Be Backing Up the Truck on Treasuries Here.
Mark Cuban Says He Was Dizzy for Months, So He Built a VR Fix That Does at Home 'Much Of What A 180k Machine' Does
JPMorgan Gives Up Forecasting Iran War Endgame as Trump Tells Reporters 'Anything Could Happen With Me'

#globalfoundries #months #filing

Milena Maria Pappas, a Director at Star Bulk Carriers (NASDAQ:SBLK), reported an indirect purchase of 74,400 shares on Sept. 15, 2026, according to an SEC Form 4 filing.
Metric
Value
Transaction value
~$2.1 million

#pappas

Michael K. Burke, a Director at Casella Waste Systems (NASDAQ:CWST), sold 1,100 shares of Class A common stock on Sept. 3, 2026, according to a recent SEC Form 4 filing.
Metric
Value
Shares sold (directly held)
1,100

#michael #waste #systems

Billionaire John C. Malone, Director Emeritus, reported the purchase of 37,082 Series A Preference Shares of Liberty Latin America Ltd. (NASDAQ:LILA) on Sept. 16 and Sept. 17, 2026. SEC Form 4 filing.
Metric
Value
Transaction value
~$758,000

#john #malone

Chief Legal Officer Soleil Boughton reported a sale of 6,236 shares of Hims & Hers Health (NYSE:HIMS) in a recent SEC Form 4 filing.
Metric
Value
Shares sold
6,236

#hims #chief #soleil #hers

Jay Chaudhry, CEO & Chairman of Zscaler, Inc. (NASDAQ:ZS), executed a sale of 2,852 shares on Sept. 16, 2026, as disclosed in a recent SEC Form 4 filing.
Metric
Value
Transaction value
~$550,000

#zscaler

CleanSpark just announced a Mag 7 tenant for its first AI site, in a bullish disclosure for the former bitcoin miner as it seeks $2B in financing for its first AI site at a time when capital could get more expensive following the Fed's rate hike yesterday.
CleanSpark announced its first-ever AI lease on July 14 – a 20-year, $6.6B deal for 175 critical IT MWs at its Sandersville, Georgia, facility. But at the time, CleanSpark didn't disclose the tenant.
An SEC filing from today reveals that tenant is Meta, the social-media stalwart turned digital marketing giant and burgeoning AI lab, by way of its wholly owned subsidiary, Anviran. But that's not even the most interesting part – this ******* ociation also means that Meta holds an LOI for 885 MW from CleanSpark's Sealy and Brazoria, Texas, sites, since CleanSpark in July said the Sandersville counterparty also signed an exclusivity agreement for those sites.
The filing says that Meta will serve as "guarantor of rent and operating expenses," with the parent company backstopping Anviran.
And this backstop is more important now than ever. As we covered on the show yesterday, the Fed's 25-basis-point rate hike could lead to not just higher borrowing costs but also tightened credit access for non-investment-grade companies.

#tenant

Anthony Mathew Eisen, Director at Block (NYSE:XYZ), reported a direct sale of 18,000 shares of common stock, according to a recent SEC Form 4 filing.
Metric
Value
Transaction value
$1.5 million

#mathew

Raffaele Zagari, a Director of Star Bulk Carriers Corp. (NASDAQ:SBLK), purchased 60,000 shares of common stock on September 15, 2026, according to a recent SEC Form 4 filing.
Metric
Value
Transaction value
$1.7 million

#corp

Brian Michael Bonnell, Chief Financial Officer of ICU Medical(NASDAQ:ICUI), sold 6,381 shares of common stock on Sept. 1, 2026, according to a recent SEC Form 4 filing.
Metric
Value
Transaction value
$1.1 million

#chief #financial #officer

Tor Olav Troim, a Director of Borr Drilling Limited (NYSE:BORR), completed an indirect purchase of 1,000,000 shares of common stock on Sept. 16, 2026, according to a recent SEC Form 4 filing.
Metric
Value
Shares purchased
1,000,000

#drilling

Zhiwu Chen, a member of the Board of Directors at GigaCloud Technology Inc. (NASDAQ:GCT), sold 3,000 shares of Class A Ordinary Shares on September 14 and September 16 as disclosed in a recent SEC Form 4 filing.
Metric
Value
Transaction value
~$158,000

#directors

Stephen McMillan, President and Chief Executive Officer of Teradata Corporation (NYSE:TDC), executed a sale of 10,000 shares of common stock on September 15, 2026 under a Rule 10b5-1 trading plan. The details of the transaction are documented in a recent SEC Form 4 filing.
Metric
Value
Transaction value
$300,200

#executive

Ondas Inc. (NASDAQ:ONDS) completed its acquisitions of GATE Technologies Ltd. and Bron Technologies on September 14, adding electronic safety and fuzing components used across precision weapons. GATE supplies the technology, while Bron provides manufacturing and certification capabilities in Poland.
Base consideration comprises $105 million in cash and $100 million in equity. The SEC filing specifies an additional $25 million working-capital adjustment. Of the stock consideration, approximately $22.5 million is scheduled for issuance within nine months, subject to conditions. Performance payments could add up to $185 million.
The investment question is whether owning qualified components can improve supply reliability and profitability enough to justify the purchase price and manufacturing investment.
GATE's technology is integrated into dozens of weapons systems. Qualification and integration requirements can make replacing a supplier difficult, supporting repeat demand as customer programs enter production. Ondas Inc. (NASDAQ:ONDS) can therefore participate in orders across multiple manufacturers alongside sales of its own systems.
Management says approximately 80% of GATE's revenue comes from outside the Middle East. The combination of Israeli engineering and Polish production provides an established international base. U.S.-produced finished products and integrated systems are targeted for the first half of 2027, potentially expanding access to programs with domestic sourcing requirements.

#ondas

Michael John Callahan, Chief Administrative Officer of Rivian Automotive, Inc. (NASDAQ:RIVN), sold 15,000 shares of Class A Common Stock on September 11, 2026, according to a recent SEC Form 4 filing.
Metric
Value
Transaction value
~$244,000

#john #administrative #officer #NASDAQ

Brian T. Marley, a Director at Academy Sports and Outdoors, Inc. (NASDAQ:ASO), reported a sale of 10,432 shares of common stock on Sept. 15, 2026, according to a recent SEC Form 4 filing.
Metric
Value
Transaction value
$555,504

#marley #academy #outdoors #form

By Katharine Jackson and Mike Scarcella
WASHINGTON, Sept 17 (Reuters) - A federal judge ordered President Donald Trump's administration on Thursday to provide at least 30 days' notice before taking any steps to demolish the Kennedy Center, the landmark performing arts venue ‌that has become a flashpoint in his efforts to reshape the U.S. capital.
U.S. District Judge Christopher Cooper issued the order after ‌lawyers for a Democratic congresswoman who is suing to keep the venue open and Trump's name off its facade submitted new evidence citing the Republican president's comments on Wednesday referring to demolishing the Kennedy Center.
"I think that the Trump administration should certainly have recognition. Because frankly, if we don't do that, it's going to close. It'll end up being ripped down," Trump told reporters in North Carolina, referring to putting his name on the facility established by Congress and opened in 1971 as a memorial to slain President John Kennedy.
Matt Floca, the Kennedy Center's Trump-backed executive director, said in a court filing earlier on Thursday that ‌the building was being temporarily closed to ****** s safety ⁠risks in areas "exhibiting severe structural deterioration."

#president #venue

On September 14, Radiant Logistics (NYSEAMERICAN:RLGT) held its fourth fiscal quarter earnings call, and the headline numbers landed harder than a typical logistics update. Net income jumped 53.1% to $7.5 million for the quarter ended June 30, while revenue climbed 18.5% to $261.4 million. Look past that one quarter, though, and the picture gets more complicated, because full-year adjusted profitability actually fell. That gap between a blowout quarter and a softer year is what makes this name worth a closer look.
The fourth fiscal quarter was strong from top to bottom. Adjusted EBITDA rose 31.6% to $10.4 million, margin expanded 240 basis points to 15.5%, and adjusted net income climbed 34.5% to $7.4 million, all against organic revenue growth of 8%. Management credited the acceleration to US forwarding operations and international airfreight, including work supporting disaster relief after typhoon activity hit the Western Pacific earlier this year, plus airfreight demand tied to capital flows into global data center buildouts.
The balance sheet backs up the story. Radiant enters fiscal 2027 with zero net debt, $25.6 million in cash as of June 30, and a $200 million senior credit facility that was extended and restated in August, pushing maturity out to August 7, 2031, while its acquisition-focused accordion grew to $100 million from $75 million. On the domestic side, capacity has been exiting the truckload and intermodal markets, and spot rates and tender rejections moved higher late in the quarter. Radiant also launched a new independent agent program at Radiant Road & Rail during the quarter, extending its freight forwarding agent network into truck brokerage and intermodal, while Navegate is gaining traction, with one enterprise customer now managing more than 1,400 vendors on the platform.
The full-year numbers tell a different story than the quarter does. Revenue rose just 3.5% to $934.4 million from $902.7 million, a fraction of the fourth quarter's 18.5% pace, and full-year net income grew a modest 8.7% to $18.8 million. Full-year adjusted EBITDA actually fell 5.4% to $36.7 million from $38.8 million, and that figure included a $1.3 million First Brands adjustment. Strip that out and normalized adjusted EBITDA comes in at $35.4 million, an even steeper decline than the headline number suggests.
The operating backdrop stays complicated too. Ocean shipping routes remain disrupted by the closure of the Strait of Hormuz and continued Houthi activity affecting Suez Canal transits, keeping capacity tight on key trade lanes. US tariff policy is generating elevated IEEPA-related filing activity, and Canada put new retaliatory tariff measures into effect in early September, adding fresh complexity for shippers moving goods across that border. Management itself acknowledged that the domestic truck brokerage improvement seen late in the fourth quarter is not yet fully reflected in the reported results.

#quarter #revenue

An **** ysis of recent filings from American politicians shows that Accenture (NYSE: ACN) and Boston Scientific (NYSE: BSX) saw an uptick in purchases from notable politicians. Rep. Gilbert Ray Cisneros, Jr. (D-CA) bought Boston Scientific shares, according to a filing earlier this month. The trade was made on August 18, 2026. Rep. Ro Khanna (D-CA) also bought the stock twice, on August 3 and August 10, 2026, according to a filing filed on September 4, 2026. Neither politician sold Boston Scientific shares in the same period. Cisneros and Khanna were also the two buyers of Accenture shares in July and August.
This is based on data from Quiver Quantitative, a platform that tracks congressional stock trades from politicians.
Let's focus on BSX in this article.
BSX is down about 50% so far this year amid a cyberattack that disrupted manufacturing, order processing and shipments, forcing the company to withdraw its previous third-quarter and full-year outlook. Bulls say the market has priced in too severe an outcome. By Sept. 8, the company said its major distribution centers were shipping at or above normal levels, sterilization facilities were operating, and manufacturing had restarted at most plants. Bulls believe much of the disrupted revenue could be delayed rather than permanently lost as hospitals wait for products, reschedule procedures and the company works through its backlog.
Bulls also point to a business that was still growing. Second-quarter revenue rose 7.5% year over year and organic growth was 7%. Several core franchises delivered double-digit organic growth, including Interventional Cardiology and Vascular Therapies, Interventional Oncology and Embolization, and Neuromodulation.

#august #NYSE

Billionaire Ray Dalio's Bridgewater ******* ociates and Cathie Wood's ARK Invest follow sharply different investment philosophies. Bridgewater generally runs a diversified, macro-driven portfolio that balances exposure across ******* ets, countries and economic environments. ARK concentrates on companies it believes can benefit from disruptive innovation.
Still, Insider Monkey's ******* ysis of their second-quarter 13F filings shows that the two firms shared exposure to several stocks. Among the largest common holdings were Eli Lilly (LLY) and Nvidia (NVDA).
Bridgewater held 87,023 Eli Lilly shares worth about $104.4 million at the end of the second quarter, after increasing its position by 16,211 shares. ARK held 77,254 shares valued at about $92.7 million, after adding 64,578 shares.
Bridgewater's Nvidia stake was much larger, comprising 3.87 million shares worth about $773.6 million. However, it reduced the position by 826,808 shares during the quarter. ARK moved in the other direction, adding 345,821 Nvidia shares to end the quarter with 1.38 million shares valued at about $276.4 million.
Let's focus on LLY.

#shares #quarter #exposure

With aviation often a prohibitively costly industry for individual players without major backing, several smaller and charter carriers did not survive the spike in jet fuel prices that came at the start of 2026 following the U.S.-Israeli strike on Iran.
Major recent news in this ***** e includes the collapse of Spirit Airlines and the bankruptcy filing of Latvian flag carrier AirBaltic. Smaller carriers that shut down in 2026 include Mexican holiday airline Magnicharters, Finnish charter airline Jetflite, and most recently in September 2026, French charter carrier AirAiles.
And in Colorado, charter broker and indirect air carrier OneFlight International is reportedly pausing all flights for 30 days as a long string of financial problems catches up with it.
The company does not own any aircraft but functions as a broker, organizing chartered flights by private jet and jet card subscriptions.
A jet card is a membership in which customers book flight hours on a private plane at fixed rates. Along with fractional ownership, it is one of two main ways that passengers who fly private book their flights.

#carrier #card

John C.M. Farquhar, Chief Executive Officer of HeartFlow, Inc. (NASDAQ:HTFL), executed a sale of 38,900 shares of common stock, according to a September 14, 2026 SEC Form 4 filing.
Metric
Value
Transaction value
$1.8 million

#htfl

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters.
Columbia Threadneedle Investments and alternative ******* et manager Hamilton Lane announced a strategic collaboration to deliver new investment products for the wealth channel. An interval fund combining public and private equity exposure, currently awaiting SEC approval, will likely be the first product launched through the two firms' partnership.
Columbia Threadneedle brings its public markets expertise, multi-asset investment capabilities and strategic distribution relationships to the collaboration. Hamilton Lane specializes in alternatives, with an established private markets platform, investment sourcing capabilities and data ******* ytics expertise.
Columbia Threadneedle filed a preliminary registration statement with the SEC for the Columbia Hamilton Lane Growth Innovation Fund, a public-private growth equity interval fund. If the fund is approved by the SEC, it will be offered to the wealth channel through financial advisors.
According to the filing, the fund will focus on capital appreciation, allocating at least 80% of its net ******* ets to investments in growth innovation companies. The fund will be roughly evenly split in exposure to publicly traded securities and private ******* ets. At least 40% of the fund's ******* ets will be invested in underlying funds managed by Hamilton Lane.

#lane

This story was originally published on Bisnow, the newsroom global commercial real estate reads first. To receive daily news and ******* ysis, subscribe to Bisnow's free suite of newsletters.
A pair of national real estate investment managers closed their U.S. office credit fund with $1.1B in investor commitments.
Hines and Rialto Capital secured 126 investors for their Hines Rialto Credit Partners, a co-general partnership focused on U.S. office credit investments. The fund required a minimum investment of $100K, according to a filing with the U.S. Securities and Exchange Commission.
With the rapid growth of private credit, Hines said it believes investors are searching for real estate credit strategies grounded in specialized underwriting and deep market knowledge.
"Yield alone does not tell you the quality of the risk," Alfonso Munk, Hines' global co-head of investment management, said in a statement. "In real estate credit, understanding the underlying ******* et — what it is worth, how it performs and how it may hold up under pressure — is becoming increasingly important as the market works through a significant refinancing cycle."

#real #rialto

This story was originally published on CRE Daily. Join 70,000+ commercial real estate professionals getting daily news, market insights, and industry ***** ysis delivered straight to their inbox with the free CRE Daily newsletter.
Dallas, Tarrant, and Collin county records show 1,197 commercial and multifamily loans totaling $13.3 billion maturing over the next 12 months, with another $12.5 billion in loans already past their maturity date.
Only 3 of the 1,197 forward-maturing loans carry a recorded distress filing, underscoring how little of the real risk shows up in public records before a loan actually fails.
The wall stems from two colliding loan vintages: roughly $4.3 billion in 2016-2017 peak-era loans and $2.6 billion in short-term bridge debt originated since 2025.
DFW loan maturities over the next 12 months total $13.3 billion, according to a county-by-county read of deed of trust records by Circlemark. That's on top of $12.5 billion in loans that have already passed their stated maturity date and remain open. Circlemark, which reads scanned county clerk instruments rather than relying on servicer-reported data, calls its own $13.3 billion figure a floor, not a ceiling.

#records

During the September 10 episode of Mad Money, a caller inquired about Mad Money host Jim Cramer's confidence that Arista Networks, Inc. (NYSE:ANET) will not go down the same path as Ciena Corporation. He replied:
Okay, so let me just tell you, Arista is up a lot this year. My confidence is with Jayshree Ullall. I think she's amazing and I think it every time the stock has dipped, if you've noticed it. Since her tenure began, you have to buy it, and I'm not backing away from that. I feel the same way I do now, the way I did, oh man, how many years ago when we first met her. She is money, and the company's fantastic.
In its second quarter, the company shattered records by delivering its first-ever $3 billion quarter, reporting $3.036 billion in revenue, a 38% year-over-year and over 12% sequential increase. Management lifted its full-year 2026 revenue guidance to approximately $12.6 billion, representing roughly 40% annual top-line growth. The acceleration is supported by deep integration into cloud architectures, where Arista Networks, Inc. (NYSE:ANET) expects its dedicated AI fabrics revenue to reach at least $3.5 billion in 2026, supported by more than 100 **** ulative Etherlink customers.
Bottom-line performance remains equally strong, with non-GAAP diluted earnings per share reaching $1.02, driven by a 49.9% non-GAAP operating margin and $1.3 billion in non-GAAP quarterly net income. Arista Networks, Inc. (NYSE:ANET) ended the quarter with roughly $13.3 billion in cash and marketable securities, offering substantial liquidity. However, its $9.7 billion of non-cancellable purchase commitments also increase working-capital and inventory risk as the company secures components ahead of expected AI demand.
The company's financial results remain heavily tied to two hyperscale customers. According to its 10-K filings, Microsoft accounted for 26%, and Meta Platforms generated 16% of total revenue in fiscal 2025, bringing combined spending from these two cloud giants to 42%. It leaves Arista Networks, Inc. (NYSE:ANET) vulnerable to sudden capital expenditure adjustments, vendor diversification shifts, or project delays by its core buyers.

#billion #NYSE #year

Fidelity Investments, an investment management company, recently released its second-quarter 2026 investor letter for the "Fidelity Dividend Growth Fund". The letter can be downloaded here. The Fidelity Dividend Growth Fund is a diversified large-cap equity strategy focused on capital appreciation through investments in large- and mid-cap stocks with strong dividend growth prospects. The fund returned 17.05% in the quarter, outperforming the S&P 500 Index, which gained 15.20%. U.S. stocks experienced significant gains in Q2, driven by increased spending on artificial intelligence. Technology stocks gained 31.79%, mainly driven by semiconductor companies, while the index faced a slight decline in June as investors considered the sustainability of AI-related profits amidst rising interest rates. Despite recent turbulence from the Middle East conflict, the fund remains optimistic about key investment themes, particularly in artificial intelligence. Also, check the fund's top five holdings to see its best picks in 2026.
In its second-quarter 2026 investor letter, Fidelity Dividend Growth Fund highlighted Seagate Technology Holdings plc (NASDAQ:STX) as a notable performance contributor. Seagate Technology Holdings plc (NASDAQ:STX) is a data storage company providing data storage technology and infrastructure solutions. On September 14, 2026, Seagate Technology Holdings plc (NASDAQ:STX) closed at $805.55 per share. Over the past month, Seagate Technology Holdings plc (NASDAQ:STX) declined 10.86%, but its shares are up 281.54% over the past year. Seagate Technology Holdings plc (NASDAQ:STX) has a market capitalization of $183.18 billion, and its stock has traded within a 52-week range of $206.26 to $1,145.00.
Fidelity Dividend Growth Fund stated the following regarding Seagate Technology Holdings plc (NASDAQ:STX) in its Q2 2026 investor letter:
"Shares of Seagate Technology Holdings plc (NASDAQ:STX) gained about 147% the past three months. Seagate is one of the world's largest producers of digital storage and, along with Western Digital, one of two dominant makers of hard-disk drives. Exploding demand for HDDs used in AI capable data centers has led to surging sales and strong pricing power for the company. In its most recent quarterly filing in April, Seagate reported revenue, earnings and profitability that all exceeded consensus expectations, while raising financial guidance."
Seagate Technology Holdings plc (NASDAQ:STX) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. According to our database, 131 hedge fund portfolios held Seagate Technology Holdings plc (NASDAQ:STX) at the end of the second quarter, compared to 93 in the previous quarter. While we acknowledge the potential of Seagate Technology Holdings plc (NASDAQ:STX) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly f