EQV Ventures Acquisition Corp. II (EVAC): Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers

Sabre Corporation (SABR) priced a $1.35 billion offering of 9.875% senior secured notes, up from $1.1 billion. Proceeds will refinance existing debt, including $1 billion of 11.125% notes due in 2029. The move aims to extend maturities and reduce coupon rates, but costs and cash generation remain concerns. Q2 revenue and operating income rose 4% each, but free cash flow was negative in the first half.

Axon Enterprise (AXON) priced $1B of 0% convertible notes due 2031, with underwriters having a $150M over-allotment option. After expenses and hedging, ~$886.1M will be used for corporate purposes. Notes offer cash preservation but have future repayment or conversion obligations.

CoreWeave, Inc. (NASDAQ:CRWV) priced $3.7B convertible notes due 2033 and has authority to sell up to 35M shares. Stock rose 1.85% Friday but remains down 2.39% from Wednesday. The company aims to fund AI buildout with cheaper long-term capital, but faces equity dilution risks and high debt levels.

Sempra (SRE) subsidiary signed a 20-year LNG supply deal with Petrobras (PBR) for 0.8M tonnes/year, starting in 2030-2031. The agreement covers 6.2% of Port Arthur LNG Phase 2's capacity. Terms and earnings impact were not disclosed. Construction costs are estimated at $14B. Sempra plans to sell 45% of its infrastructure unit by Q3 2026.

Grayscale's Zcash ETF (ZCSH) will undergo a 3-for-1 share split on September 29, with adjusted shares trading from September 30. The fund's assets have grown to $890M, with net inflows exceeding $233M since its August launch. Zcash (ZEC) has seen increased institutional interest and a new all-time high price of $1,521, alongside an upcoming network upgrade (NU7).

NextEra Energy secured a $1.9B DOE loan for the Duane Arnold nuclear restart, to be repaid by hyperscalers. ERCOT's peak loads hit record highs. Utilities explore small modular reactors for reliability. Wind projects face delays due to DoD reviews. Santee Cooper partners with Google for AI-driven forecasting. PG&E's Flex Connect pilot gains interest. CISA cuts free cybersecurity assessments. Trump's grid order may delay energy storage.