•The deadline to renew the USMCA trade pact expired on July 1, 2026, and the U.S. announced it will not renew, opening the door for new negotiations with Canada and Mexico.
•Bloom Energy and Brookfield announced the expansion of their strategic partnership, increasing the financing framework for AI infrastructure power projects from $5 billion to $25 billion, a fivefold increase since October 2025.
•Realty Income (NYSE: O) announced a programmatic joint venture with Cloud Capital and a global institutional investor to invest in hyperscale data centers.
•Realty Income plans to invest up to $1.4 billion for a 45% equity stake in a three-asset Northern Virginia portfolio valued at over $6 billion.
•The portfolio is 100% leased or pre-leased to investment-grade tenants under long-duration leases.
•A Swedish court ruled that Google favoured its own price-comparison tool over fintech Klarna's PriceRunner service, ordering it to pay $2 billion in damages.
•Artivion received FDA approval for its AMDS Hybrid Prosthesis, removing a key hospital adoption hurdle and opening an estimated $150 million annual U.S. market.
•Nemetschek (NEMTF) reported 17% constant-currency revenue growth in Q1/26, improved margins, and near-completion of its SaaS transition, with management guiding 14-15% constant-currency revenue growth and 32-33% EBITDA margin for 2026, supported by the HCSS acquisition.
•MSC Industrial (MSM) reported quarterly earnings of $1.43 per share, beating the Zacks Consensus Estimate of $1.28 per share, compared to $1.08 per share a year ago.
•NextBoat signed a strategic partnership with MarineMax, the world's largest recreational boat and yacht retailer, making MarineMax the first enterprise dealer group to adopt the NextBoat AI platform as its preferred wholesale partner.
•A securities class action lawsuit was filed against Marex Group plc (MRX) alleging it inflated cash flow and the revenues, assets, and profits of its Market Making segment through undisclosed intercompany transactions.
•Taiwanese authorities detained two Super Micro Computer Inc. employees and are investigating four in a probe involving alleged smuggling of Nvidia chips to China, with charges of falsifying documents and breach of trust.
•National Grid will invest $1.75 billion for a 35% stake in Joulent, which develops contracted power generation and high-voltage infrastructure for U.S. customers.
•The Kroger Co. (NYSE: KR) announced a definitive agreement to acquire Giant Eagle, a family-owned grocery and pharmacy retailer with approximately $9 billion in annual sales.
•The transaction was unanimously approved by Kroger's Board of Directors.
•The US Department of Energy issued two emergency orders to PJM, the largest US power grid serving 67 million people in 13 states, to dispatch generation units and use backup power to prevent rolling blackouts.
