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• $1.5 Billion Data Center HVAC Target: The target sits within a broader approximately $22 billion total revenue outlook for 2026.
• Sector-Wide Index Surge: The Philadelphia Semiconductor Index jumped roughly 3.8% as chip stocks rebounded broadly from last week's selloff.
• High-Beta Names Saw Sharpest Snapback: Aeva Technologies and Astera Labs both saw outsized gains as speculative positioning unwound rapidly.
• Solar Power Component Demand: Shoals Technologies surged alongside peers Enphase Energy and SolarEdge on the AI data center power narrative.
• FDA PreCheck Program Selection: Lilly was named among the first seven companies selected, potentially accelerating manufacturing facility reviews by up to 14 months.
• Mixed Analyst Landscape: Goldman Sachs nudged its price target to 310 Danish kroner while Morningstar downgraded the stock to Hold.
• FDA Accepts Supplemental Applications: Applications for Amondys 45 and Vyondys 53 were accepted, setting a PDUFA target date of February 28, 2027.
• 11% Weekly Gain Extended: Rivian is extending strong recent momentum as investors position ahead of the early July delivery report.
• eBay Board Rejects Takeover Offer: CEO Ryan Cohen has pledged to press forward with the bid despite the rejection.
• First Major US Retail Rollout: The mycelium-based Beyond Steak Filet launched at Wegmans and H-E-B stores, marking a significant retail milestone.
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