•The US administration is considering a price floor for polysilicon and new tariffs to counter Chinese dominance in the solar and semiconductor sectors.
•Solar stocks surged following reports of potential US trade restrictions and tariffs on Chinese polysilicon imports.
•Palantir Technologies raised its annual revenue forecast again, signaling strong demand for its data analytics software from government and commercial clients.
•Vertex Pharmaceuticals raised its annual revenue forecast driven by the strength of its cystic fibrosis drugs.
•Vertex Pharmaceuticals has entered into a definitive agreement to acquire Crinetics Pharmaceuticals for approximately $10.0 billion.
•Cabot Corporation announced a leadership transition with Erica McLaughlin elected to succeed Sean Keohane as CEO effective October 1, 2026.
•Vornado Realty Trust reported a sharp decline in Q2 net income to $16.4 million from $743.8 million in the prior year, primarily due to a one-time gain in 2025.