$30.620
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ENPH のニュース
ENPH のイベント
SolarEdge Appoints Gokul Krishnan as SVP and GM, North America
SolarEdge Technologies (SEDG) announced the appointment of Gokul Krishnan as Senior Vice President, SVP, and General Manager, North America. Krishnan joins SolarEdge from Enphase Energy (ENPH), where he served as Senior Vice President and General Manager of the consumer business unit.
Anthropic Delays IPO to November
Anthropic is now targeting a November IPO instead of the October debut investors had anticipated, even as fresh funding momentum continues across the sector, including Cognition AI's new $2B Series E at a $48B valuation.This week's private company news:Two Anthropic leaders are backing Pilgrim, a Peter Thiel-backed startup developing Argus, a sensor-equipped device that combines air sampling and genomic sequencing to detect airborne biological threats, with a $25M seed round and a CDC agreement supporting development of an automated U.S. bio surveillance system, The Wall Street Journal's Kate Clark.SoftBankis looking to issue $10B of securities and EUR 1B in debt to fund its OpenAI investment, in what would be one of the biggest junk bond sales yet, Bloomberg's Janice Huang and Harry Suhartono. SoftBank and its lead banks are sounding out investors on potential pricing for the proposed junk bond offering, with yields that would be records for SoftBank in those specific currencies and tenors if priced at those levels, according to the report. The deal may price on Thursday, sources say.Some of the biggest capital raises by private companies this week include:Cognition AI– The coding startup has raised $2B in a Series E funding round at a valuation of $48B. The round was led by new investors Andreessen Horowitz and Accel, alongside existing backers Founders Fund, General Catalyst, and Avenir. Publicly-traded companies operating in the same space include Microsoft, Alphabet, and IBM.Motive– The AI platform for physical operations announced that it has secured more than $1.3B in growth financing from General Catalyst's Customer Value Fund. Publicly-traded companies operating in the same space include Samsaraand Trimble.Suniva– The manufacturer of silicon solar cells announced the completion of an $835M capital raise comprising both debt and equity financing. Publicly-traded companies operating in the same space include First Solar, Enphase, and SolarEdge.Mach Industries– The company has raised a fresh $600M in capital in a Series C extension round. Publicly-traded companies operating in the same space include Lockheed Martin, Northrop Grumman, and RTX.Temporal– The company announced a $550M Series E at a $12.55B valuation, co-led by Lightspeed, with Wellington Management, Growth Equity at Goldman Sachs Alternatives, and Tiger Global, with strong participation from T. Rowe Price and SV Angel. Publicly-traded companies operating in the same space include MongoDB, Snowflake, and ServiceNow.Unicorns to watch this week:Rain– The company remains one of the fastest scaling stablecoin payments platforms, now processing over $3B in annualized volume for 200-plus enterprise partners. Rain hit a $1.95B valuation following its $250M Series C led by ICONIQ, reflecting surging demand for tokenized payment rails across Visa‑compatible networks. Publicly-traded companies operating in the same space include Coinbase, Block, and PayPal.Whop– The company has evolved into a major creator‑commerce infrastructure platform, sitting at a $1.6B valuation following a strategic $200M investment from Tether, which is enabling stablecoin‑powered payments, self‑custodial wallets, and global expansion. Publicly-traded companies operating in the same space include Shopify, Etsy (ESTY), and Meta.AI² Robotics— The company continues advancing embodied AI and humanoid robotics, recently raising over $144M in its Series B at a $1.45B valuation. AI² Robotics has rolled out multiple technical upgrades across its AlphaBotCore SDK, including emergency‑stop support for Nvidia Jetson platforms, structured fault‑diagnostics, and improved RealSense camera performance. Its work sits at the intersection of robotics hardware, embodied AI, and real‑world manipulation systems. Publicly-traded companies operating in the same space include Tesla, Nvidia, and Alphabet.Plaid– The company's valuation has climbed to roughly $8B following a February 2026 funding round and employee share sale, up from $6.1B in 2025. Plaid remains a central infrastructure layer for bank account connectivity, powering identity verification, account linking, payments, and increasingly fraud and credit risk analytics, which have become high‑growth revenue lines. The company is also exploring a potential U.S. IPO, with analysts estimating an $8.5B–$10B listing range. Publicly-traded companies operating in the same space include Blockand Fiserv.Wayve— The company has secured $1.5B in total capital to scale its embodied‑AI autonomy platform, anchored by a $1.2B Series D that set its valuation at $8.6B. Wayve is transitioning from research leadership to commercial deployment, with robotaxi trials launching in 2026 and consumer vehicles equipped with its AI Driver arriving in 2027. The company's foundation model has demonstrated zero‑shot driving across 500-plus cities, and major automakers have invested to integrate its unified autonomy stack. Publicly-traded companies operating in the same space include Alphabet, Tesla, and Uber.IPOs to watch:Anthropic– The company is now planning to hold its IPO in November, which is later than the October listing expected by investors,'s Corrie Driebusch, Anissa Gardizy, and Kate Clark, citing people familiar with the matter. The report states that a delayed listing would allow the company to share its Q3 results and show its strong competitive position. Anthropic also intends to meet with investors in the coming days, and the meetings are expected to help the company and its bankers gauge investor appetite for the offering, WSJ noted.Nscale Limited– The company has filed with the SEC for an initial public offering of its ordinary shares. The company intends to apply to list its ordinary shares on the New York Stock Exchange under the symbol "NSCL". Goldman Sachs, J.P. Morgan, Morgan Stanley are listed as the lead bookrunners.Altera Corporation– Altera announced that its parent company has confidentially submitted a draft registration statement on Form S-1 with the Securities and Exchange Commission relating to the proposed public offering of its common stock. "The number of shares to be offered and the price range for the proposed offering have not yet been determined. The proposed public offering remains subject to the completion of the SEC review process, as well as market and other conditions," Altera stated. Altera, which provides high-performance, programmable compute and connectivity solutions, is backed by Silver Lake and Intel.Brooks Automation– The company announced that it has confidentially submitted a draft registration statement on Form S-1 with the Securities and Exchange Commission relating to the proposed initial public offering of its common stock. The number of shares to be offered and the price range for the proposed offering have not yet been determined. The initial public offering is expected to take place after the SEC completes its review process, subject to market and other conditions.Aggreko– The company has applied to list its ordinary shares on the New York Stock Exchange under the symbol "AGKO." No amount has been given.CALM Chain– The company has filed for an initial public offering of 5M Class A ordinary shares, representing 24.39% of the company's total Class A ordinary shares issued and outstanding following completion of the offering. The company is offering, on a firm commitment basis, 5M Class A ordinary shares. Following the completion of the offering, 24.39% of the Class A ordinary shares issued and outstanding will be held by public shareholders, assuming the underwriter does not exercise the over-allotment option. The company expects the initial public offering price for the offering will be between $5.00 and $7.00 per Class A ordinary share and it plans to list its Class A shares on the Nasdaq Capital Market under the symbol "CCIL"."Private Markets" is The Fly's recurring series of stories on the latest moves in the private sector, largest unicorn companies and initial public offerings to watch. Fly subscribers, add $PRIVATE to your portfolio for alerts on breaking news in the startup and venture capital space.
Enphase Energy IQ Meter Collar Approved by 80 Utilities
Enphase Energy (ENPH) announced that the Enphase IQ Meter Collar is now approved for behind-the-meter installation by 80 utilities that collectively serve more than 38M customers across the United States and Canada. The IQ Meter Collar is now approved by all three major investor-owned electric utilities in California and the Sacramento Municipal Utility District, SMUD, expanding access to whole-home backup across the state. Hawaiian Electric (HE) has also approved initial pilot installations, with full approval expected in the coming months. Additional utility approvals are expected soon.
Trump Considers New Semiconductor Tariffs Impacting Multiple Companies
Catch up on the top industries and stocks that were impacted, or were predicted to be impacted, by the comments, actions and policies of President Donald Trump with this daily recap compiled by The Fly.SEMICONDUCTOR TARIFFS:The Trump administration is considering broad new semiconductor tariffs that could extend to chip-containing products such as laptops and data-center servers, potentially raising AI infrastructure costs while linking tariff relief to U.S. manufacturing investment, Politico's Ari Hawkins and Gabby Miller. The administration is also mulling a phase-in period for the new tariffs, people familiar with the matter say. Publicly traded companies in the space include AMD, Intel, Marvell, Microchip, Micron, Nvidia, Qualcommand Texas Instruments.GRID EQUIPMENT:President Trump signed an emergency order that bars the U.S. purchase or installation of certain foreign-made, bulk-power system electrical equipment, and associated software, where it could pose cybersecurity or operational risks, Jennifer Dlouhy of Bloomberg, citing a White House official. Publicly traded companies in the solar space include Array Technologies, Canadian Solar, Emeren, Enphase Energy, FTC Solar, First Solar, JinkoSolar, Maxeon Solar, Shoals Technologies, SolarEdge, SunPowerand Sunrun.DRUG PRICING DEALS:The Trump administration is set to announce new drug pricing agreements with several midsized biotechs, trading Medicaid discounts tied to international prices for exemptions from certain Medicare pricing pilots and, in some cases, tariff relief, Bloomberg's Nyah Phengsitthy, Rachel Cohrs Zhang, and Madison Muller. Publicly traded companies in the space include Neurocrine Biosciences, Exelixis, Alnylam, BioMarin, United Therapeutics, Ionis, Bio-Techne, and Alkermes.DATA-SHARING DEALS:The Trump administration has struck data-sharing deals with OpenAI, Google, Meta, Amazon, and other tech companies to track how AI is affecting jobs and hiring, Courtenay Brown of Axios. The Labor Department has signed memorandums of understanding with "a lot of these tech companies," acting Labor Secretary Keith Sonderling told Axios.
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