New Hadron Energy (HDRN) engineering EVP reports zero shares owned

BNP Paribas upgraded Synopsys (SNPS) to Neutral with a $420 price target, citing easing headwinds and AI integration. SNPS reported Q3 revenue of $2.477B, up from $1.740B a year earlier, and raised its fiscal 2026 revenue outlook to ~$9.715B. The Ansys acquisition is expected to drive growth and synergies, though risks include integration challenges and China's demand.

Tesla announced it will start delivering its electric semi-truck in September 2026, aiming to produce 50,000 units annually. The company secured an order for 2,500 trucks from the ZET SCALE alliance, including Microsoft and PepsiCo. Tesla plans to deploy these trucks in major freight hubs. The Semi will have two range options: 350 miles (Standard Range) and 500 miles (Long Range).

Lockheed Martin (LMT) won a $1.2B U.S. Army contract for its Precision Strike Missile (PrSM) Increment 2. The company's Missiles and Fire Control segment saw Q2 2026 sales rise 19% YoY to $4.1B, with $175M in incremental sales from PrSM and other tactical missiles. The contract adds to a backlog of $87.9B, but execution risks include capacity and supply chain pressures.

Oracle (NYSE:ORCL) faces scrutiny over $18B loans for its AI data center, with debt concerns rising. Despite strong cloud revenue growth (62% YoY to $11.6B) and high backlog ($664B), capital expenditures surged to $55.7B in fiscal 2026, leading to negative free cash flow. Oracle plans further financing but faces infrastructure cost pressures.

Circle Internet Group (CRCL) announced CFO Jeremy Fox-Geen's departure and co-founder P. Sean Neville's resignation from the board on September 25. Both exits were described as amicable. Shares fell 4.3% to $89.00, with further declines after hours. Fox-Geen will stay until December 2026, receiving $1.05M in severance. The company is integrating an acquisition and faces structural revenue challenges tied to interest rates.

Kroger (KR) announced the retirement of Kroger Health president Colleen Lindholz. The leadership change may influence Kroger's alignment of grocery and healthcare offerings. Kroger projects $159.7B revenue and $3.3B earnings by 2029, with a current dividend yield of 2.66%. Analysts have varying views on revenue growth and earnings potential.