Macy's Inc（M）資訊與事件MMacy's Inc

DayOne Data Centers Weighs IPO Delay, Targeting $2.5B-$3B

Massive AI rounds from Tenstorrent and Modal Labs lead this week's financings.This week's private company news:DayOne Data Centers is weighing options for its U.S. IPO, including a potential delay or size cut, as volatility around data centers increases, Bloomberg's Julia Fioretti, Elffie Chew, Manuel Baigorri, and Bailey Lipschultz. According to sources, the company is considering going ahead with a smaller listing that may raise $2.5B-$3B, roughly half of what it had originally aimed for. Deliberations are ongoing and DayOne hasn't made any final decisions, the sources add.SB Energy, the SoftBank Group–controlled developer of a massive planned Ohio data center project for OpenAI, is considering going public in December or possibly waiting until next year, according to people familiar with the discussions, The Information's Phoebe Liu and Valida Pau. That is a later timeline than previously expected, the authors note. The data center developer was aiming to go public as soon as September, The Information reported in August.Some of the biggest capital raises by private companies this week include:Tenstorrent– The AI computing company has closed $1.5B in Series E funding at a $6.2B post-money valuation. The round was led by Trace Capital and Innovation X, with participation from new and existing investors. Publicly-traded companies operating in the same space include AMD, Intel, and Qualcomm.Modal Labs– The provider of artificial intelligence infrastructure announced that it has raised $750 in Series D round, led by Accel. The company is now valued at $15.75B. Publicly-traded companies operating in the same space include Snowflake, MongoDB, and ServiceNow.Belk– The regional department store serving communities across the Southeastern U.S. announced the closing of $1.275B in new senior secured credit facilities with Wells Fargo Bank and Pathlight Capital. Publicly-traded companies operating in the same space include Macy's, Dillard's, and Nordstrom.Whop– The technology company on a mission to deliver everyone a sustainable income, announced a $200M Series D at a $5.1B valuation, led by Sequoia and Shopify Ventures. Publicly-traded companies operating in the same space include Shopify, Block, and Etsy (ESTY).Hertha Metals– The steel company behind the world's first single-step steel and high-purity iron process for lower-cost domestic production has announced the close of a $133.65M Series A round, including a $65M equity investment from the U.S. Government, executed through its Industrial Base Analysis and Sustainment program in partnership with the Economic Defense Unit. The round was co-led by Khosla Ventures and Doerr Capital, with participation from CEV, Pear Ventures, Gates Frontier, Niterra SUISO no MORI Fund, Toyota Ventures and Siemens Financial Services. Publicly-traded companies operating in the same space include Nucor, Steel Dynamics, and Cleveland-Cliffs.Unicorns to watch this week:Lunar Energy– The company remains one to watch as home‑battery adoption accelerates and grid‑independence tech draws policy attention. Lunar Energy last raised $102M at a $1B valuation, and it continues to position itself alongside Tesla, Enphase, and SolarEdgein residential energy storage.Axelar– The company stays on radar as cross‑chain infrastructure gains traction in the blockchain/AI convergence theme. It's consistently cited among emerging unicorns in that category, with public market analogs including Coinbase, Marathon Digital, and Riot Platforms.Anysphere– The company continues to draw attention in the AI‑native developer‑tools space, appearing in recent coverage of new $5B‑plus "ultra‑unicorns." Its closest public market peers include Microsoft, Alphabet, and CoreWeaveas AI‑accelerated infrastructure reshapes software development.VAST Data– The company remains a high‑momentum enterprise AI‑infrastructure name, with ongoing interest around its data layer architecture for large scale AI workloads. Publicly-traded companies operating in the same space include Pure Storage, Snowflake, and NetApp.Digit Insurance– The company continues to stand out in digital‑first insurance as tech enabled underwriting gains share and customer acquisition shifts online. It operates in the same space as Lemonade, Root, and Progressive, and remains a notable player in the insurtech rebound narrative.IPOs to watch:FireFly Robotics– The company, which designs and manufactures autonomous, all-electric robotic systems for turf and grounds environments, announced it has publicly filed a registration statement on Form S-1 with the U.S. Securities and Exchange Commission relating to a proposed public direct listing of its common stock. The company is not selling any shares and will not receive any proceeds in the direct listing.Anthropic– The company is now planning to hold its IPO in November, which is later than the October listing expected by investors, The Wall Street Journal'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."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.

Major Averages Close Broadly Lower as Oil Surpasses $100

The major averages closed broadly lower, extending the week's sharp losses as oil surpassed $100 per barrel amid escalating tensions between the U.S. and Iran as part of a war that has reached its seventh month. The increase in oil prices is keeping inflation front and center, as is today's producer price index report. For the Federal Reserve's policy decision next week, markets are now pricing roughly a 62% probability of a 25-basis-point rate hike, a significant shift from expectations earlier in the month.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:Macy'sprovided areport for Q2Nasdaqwill invest $100M inAeroVironmentreportedand reiterated its FY27 outlookBending SpoonsMiro for $1.355BOpenAI introduced2. WALL STREET CALLS:Meta Platformsto Overweight from Neutral at JPMorganUberto Neutral from Buy at AreteNikewith an Underweight at Morgan StanleyStoneXBlockto Buy, says AI rebuild is workingCooper Companiesat Piper Sandler, Baird, BofA and William Blair3. AROUND THE WEB:Federal officials are poised to declare an end to largest known cyclosporiasis outbreak, Washington Post reportsKinetikis in the early stages of exploring options, including a potential sale, Bloomberg reportsDellhas raised $5B from an investment-grade bond sale, riding the surge in revenue from AI servers, Bloomberg saysVolkswagenexpects the total cost of job cuts and potential plant closures will be around $18.6B, Reuters reportsOpenAI is expanding its ties with Samsung Electronicsas it works to develop its own chips, Reuters says4. MOVERS:Clover Healthgained after Deutsche Bankcoverage of the stock with a Buy ratingWealthfrontincreased after, with EPS missing consensusLincoln Electricdeclined after CFO Gabe Bruno said inflation willNavanfell afterand acquiring BoomPopAmerican Eaglewas lower afterand providing guidance for Q3 and FY265. EARNINGS/GUIDANCE:Shoe Station Groupand provided its outlook for FY26Vince Holdingthat CEO Brendan Hoffman called "strong," with "excellent growth across both our direct-to-consumer and wholesale channels"Designer Brandand raised its outlook for FY26Labcorpreaffirmed itsand provided its long-term outlookMasterCraft Boat, with EPS and revenue beating consensusINDEXES:The Dow fell 316.56, or 0.60%, to 52,064.10, the Nasdaq lost 171.62, or 0.65%, to 26,081.73, and the S&P 500 declined 44.66, or 0.58%, to 7,591.70.