US SEC Filings Daily Market Digest — May 11, 2026

11-05-2026

Yunqi Capital Ltd filed its Form 13F-HR on May 11, 2026, disclosing equity holdings as of March 31, 2026, totaling $92,403,451 across four positions held solely. The largest holding is Staar Surgical Co with a market value of $60,908,331 (3,257,130 shares), followed by Lufax Holding Ltd at $20,476,758 (10,950,138 shares), Agora Inc ADS at $7,098,762 (2,005,300 shares), and Pony AI Inc ADS at $3,917,600 (415,000 shares). No changes, puts, or calls were reported.

• · CUSIP for Staar Surgical Co: 852312305
• · CUSIP for Lufax Holding Ltd: 54975P201
• · CUSIP for Agora Inc ADS: 00851L103
• · CUSIP for Pony AI Inc ADS: 732908108
• · Filer CIK: 0001912273
• · SEC File Number: 028-22309

11-05-2026

EagleRock Land, LLC, a Permian Basin land management company owning or controlling approximately 236,000 acres plus an interest in up to 70,000 acres, filed an S-1/A on May 11, 2026, for an IPO. Predecessor revenues surged 308% YoY from $17,701 thousand in 2024 to $72,173 thousand in 2025, with Adjusted EBITDA rising 384% to $35,533 thousand and Free Cash Flow increasing 416% to $30,281 thousand; however, net losses widened significantly from $(1,075) thousand to $(73,071) thousand. Pro forma as adjusted 2025 financials show revenues of $141,438 thousand and net income of $2,409 thousand, supported by acreage expansion to 306,136 acres.

• · Produced water infrastructure capable of handling up to 400 MBbls/d under long-term contracts
• · Surface pipeline capacity of 100 MBbls/d or 36.5 MMBbls per year
• · Ability to produce and sell in excess of 200 MMBbls of water per year
• · Access to up to 3 MMBbls/d of produced water for treatment and recycling
• · SUAs typically include 5 to 10-year initial terms with CPI-linked escalators
• · DE Flow WSMA and Hydrosource Recycling Agreement each have 10-year terms
• · No material off-balance sheet arrangements
• · First AGI well contracted, projected to commence revenue within next two years

11-05-2026

Townsquare Media reported Q1 2026 net revenue of $96.8M, down 1.9% YoY from $98.7M, driven by declines in Broadcast Advertising (-6.6%), Subscription Digital Marketing Solutions (-7.9%), and Other (-10.3%), though Digital Advertising grew 6.9% to $39.3M. Operating loss widened to $1.3M from $7.1M income due to an $8.6M intangible impairment and higher expenses, but net income turned positive at $3.0M (vs. $1.5M loss) largely from a $15.7M tax benefit. Cash from operations improved sharply to $4.2M from a $66K use, while total cash and equivalents fell to $2.2M from $4.8M at year-end.

• · Dividends declared at $0.20 per share, totaling $3.967M.
• · Stockholders’ deficit improved to $(36.2M) from $(41.0M) at year-end.
• · Accounts receivable decreased to $49.1M from $52.0M QoQ.
• · Interest expense increased to $11.3M from $10.2M YoY.
• · Weighted average basic shares outstanding: 16,800K (up from 15,887K YoY).

11-05-2026

Dole plc reported Q1 2026 net revenues of $2.34B, up 11.6% YoY from $2.10B, with strong growth in diversified produce (+15.0% to $1.40B) and tropical fruit (+6.1% to $827M), while commercial cargo declined 5.5% to $45M. However, operating income fell 8.7% YoY to $62M amid higher selling, marketing, general and administrative expenses, and net income attributable to Dole plc decreased 19.5% to $31M with EPS of $0.33. Total assets grew slightly to $4.45B as of March 31, 2026, and cash & equivalents rose to $273M.

• · Net cash used in operating activities from continuing operations improved to -$22.5M from -$78.8M YoY.
• · Long-term debt increased to $870M from $800M QoQ.
• · Dividends paid to shareholders: $8.6M in Q1 2026 vs $7.8M in Q1 2025.
• · Gross profit margin slightly improved to 7.9% from 8.7%? Wait, calculate: 184993/2342175≈7.90%, 182193/2099404≈8.68%, actually slight decline.

11-05-2026

Carlyle Secured Lending, Inc. reported total investment income of $64,079 (up 16.8% YoY from $54,864) and net investment income of $25,204 (up 16.5% YoY from $21,629) for the three months ended March 31, 2026. However, net realized losses of $9,618 and unrealized depreciation of $19,804 resulted in a net decrease in net assets from operations of $4,218 (vs. $14,054 increase YoY) and EPS of -$0.06 (vs. $0.25 YoY), while total investments declined 7.6% QoQ to $2,277,105 from $2,463,922 and NAV per share fell 2.2% QoQ to $15.89 from $16.26.

• · Common stock repurchases totaled $18,501 during Q1 2026.
• · Dividends declared on preferred and common stock: $28,108 in Q1 2026 (vs. $23,757 YoY).
• · Net cash provided by operating activities: $212,389 in Q1 2026 (up from $145,801 YoY).

11-05-2026

Kodiak Gas Services reported Q1 2026 record Contract Services revenues of $307.0 million, up 6.2% YoY, driving record adjusted EBITDA of $190.1 million, a 7.0% YoY increase, and record discretionary cash flow of $126.5 million, up 9.0% YoY. However, Other Services revenue declined 4.7% YoY to $38.8 million, and GAAP net income fell to $17.8 million from $30.4 million YoY due to a $36.5 million loss on debt extinguishment and $8.3 million transaction expenses. The company raised FY2026 adjusted EBITDA guidance to $820-860 million, incorporating the April 1, 2026 DPS acquisition and over 260 MWs of additional power capacity.

• · Completed 20,700 horsepower purchase-leaseback with Permian Basin producer.
• · Procured over 260 MWs additional power capacity; 61 MWs delivery in 2026, balance 2027-2029; annual growth outlook 300-500 MWs through 2030.
• · Total debt $2.8B, ABL availability $1.5B, leverage ratio 3.6x as of March 31, 2026.
• · FY2026 guidance: Power Infrastructure revenue $95-125M, growth capex $400-500M.

11-05-2026

On May 11, 2026, QXO, Inc. filed a Form 425 under Rule 425, releasing an investor Q&A on its website regarding its pending acquisition of TopBuild Corp., incorporated as Exhibit 99.1. The filing includes extensive cautionary statements on forward-looking information, highlighting risks such as failure to close the deal, shareholder approval issues, business disruptions, higher costs, litigation, and financing challenges. Investors are urged to review the forthcoming Form S-4 registration statement and joint proxy statement/prospectus for detailed information.

• · QXO's definitive proxy statement filed March 24, 2026; TopBuild's filed March 17, 2026.
• · QXO securities: Common stock (QXO) and Depositary Shares (QXO.PRB) on NYSE.
• · References to Annual Reports on Form 10-K for year ended December 31, 2025.

11-05-2026

Moderna, Inc. filed an 8-K on May 11, 2026, disclosing Amendment No. 1 to its Second Amended and Restated By-laws, effective May 6, 2026. The amendment designates the Delaware Court of Chancery as the sole and exclusive forum for specific state law claims (e.g., derivative actions, fiduciary duty breaches, DGCL claims, internal affairs doctrine) and federal district courts for Securities Act of 1933 claims, unless the Corporation consents otherwise in writing. This governance update applies to Article VI, Section 8, with stockholders deemed to have notice and consent upon acquiring shares.

11-05-2026

11-05-2026

For the three months ended March 31, 2026, Sino Green Land Corp. reported net revenues of $334,766, up 69% YoY from $197,940, and a reduced net loss of $306,008 compared to $485,082 prior year, while gross loss narrowed to $78,936 from $384,955. Over the nine months ended March 31, 2026, revenues grew 38% YoY to $1,060,984, with net loss improving to $718,959 from $1,177,057, though general and administrative expenses rose sharply to $201,005 in Q3 from $70,271. Total assets increased to $4,951,094 from $4,434,219 at June 30, 2025, but total liabilities climbed to $7,824,098 from $6,828,878, widening stockholders' deficit to $2,873,004.

• · Cash flows from operating activities turned positive at $64,930 for nine months ended March 31, 2026, vs $(437,751) prior year.
• · Property, plant and equipment, net increased to $4,192,283 from $4,099,211.
• · Amount due to related parties decreased to $2,868,312 from $3,262,864.
• · Proceeds from issuance of common stock: $314,700 during the period.

11-05-2026

On May 8, 2026, Teal Drones, Inc., a wholly owned subsidiary of Red Cat Holdings, Inc., received a $9.5 million purchase order for additional units under the U.S. Army’s Short Range Reconnaissance Program of Record. The units are expected to be delivered in the second quarter of 2026. No comparative financial metrics or declines were reported in this filing.

• · Filing signed by Christian Ericson, Chief Operating Officer, on May 11, 2026

11-05-2026

National Energy Services Reunited Corp. (NESR) reported robust Q1 2026 financial results with revenues of $404,586 thousand, up 33.5% YoY from $303,102 thousand, gross profit of $51,831 thousand (up 38.6% YoY), operating income of $36,035 thousand (up 72.1% YoY), and net income of $23,827 thousand (up 129.3% YoY to $0.24 basic EPS). Total assets grew to $1,923,930 thousand as of March 31, 2026 from $1,851,519 thousand at year-end 2025, with equity rising to $995,209 thousand. However, cash and equivalents declined QoQ to $92,956 thousand from $124,797 thousand amid sharp increases in accounts receivable ($227,932 thousand, +28%) and unbilled revenue ($171,341 thousand, +41%), alongside net cash used in investing ($36,435 thousand) and financing ($25,301 thousand) activities.

• · Net cash provided by operating activities: $30,745 thousand in Q1 2026 (up from $20,485 thousand in Q1 2025).
• · Capital expenditures: $36,004 thousand in Q1 2026 (up from $30,124 thousand in Q1 2025).
• · Accounts payable and accrued expenses increased QoQ to $483,048 thousand from $421,064 thousand.

11-05-2026

Ur-Energy reported Q1 2026 results showing strong operational improvements at Lost Creek with pounds captured up 41% QoQ to 110,314 lbs (+48% YoY) and cash costs per pound sold down 13% to $37.51, while average sales price rose 12% QoQ to $70.98/lb on 55,000 lbs sold generating $3.9M revenue. However, pounds drummed fell 22% QoQ to 95,599 lbs, shipped volumes declined 25% QoQ and 2% YoY to 103,956 lbs, and sales volumes dropped 67% QoQ; inventory rose 14% QoQ to 417,231 lbs at the conversion facility. The company commenced operations at Shirley Basin in April 2026 and held $122.8M in unrestricted cash at quarter-end.

• · Drilled 33 framework holes totaling 33,800 feet at North Hadsell prior to seasonal restrictions.
• · Shirley Basin: 312 wells cased and 8 drill rigs active as of March 31, 2026.
• · Lost Creek has produced more than 3.5 million pounds U₃O₈ since operations commenced.
• · Conference call and webcast scheduled for May 11, 2026 at 1:00 PM Eastern.

11-05-2026

QXO, Inc. released an investor Q&A on its website related to its pending acquisition of TopBuild Corp., with the document attached as Exhibit 99.1. The filing includes standard cautionary statements on forward-looking information highlighting risks such as failure to close the deal, shareholder approval issues, and potential termination fees. Investors are directed to upcoming Form S-4 registration statement and joint proxy statement/prospectus for further details.

• · Q&A dated May 11, 2026, available on QXO's website.
• · QXO's proxy statement filed March 24, 2026; TopBuild's filed March 17, 2026.
• · Annual Reports on Form 10-K for year ended December 31, 2025 referenced.

11-05-2026

Babcock & Wilcox reported Q1 2026 revenue of $214.4 million, up 44% YoY from $148.6 million, Adjusted EBITDA of $16.1 million, up 296% YoY from $4.0 million, and strong bookings of $2.5 billion with backlog at $2.7 billion, exceeding consensus expectations. However, net loss from continuing operations widened to $79.6 million from $15.6 million YoY, driven by $81.8 million in non-cash warrant and stock costs, while operating loss remained essentially flat at $1.7 million versus $1.8 million prior year. The company reduced net debt to $42.4 million and grew its global pipeline 17% to over $14.0 billion, reiterating FY2026 Adjusted EBITDA guidance of $80.0-100.0 million.

• · Loss per share in Q1 2026 was $0.62 compared to $0.19 in Q1 2025.
• · Earnings conference call scheduled for May 11, 2026 at 5 p.m. ET.
• · Net debt reduced to below 1.0 times trailing-twelve-month adjusted EBITDA.

11-05-2026

Easterly Investment Partners LLC filed its 13F-HR on May 11, 2026, reporting total equity holdings of $1,306,941,566 as of March 31, 2026, across 166 positions, all with sole voting power. The portfolio is heavily weighted toward the SPDR S&P 500 ETF Trust at $444,020,057 (702,594 shares, ~34% of total). Other significant holdings include Range Resources Corp ($22,391,104), Jackson Financial Inc ($22,050,610), Commercial Metals Co ($20,867,669), and Columbia Banking System Inc ($19,812,699).

• · Filing period end date: March 31, 2026
• · All 166 holdings reported with 100% sole voting power and no shared or other voting authority

11-05-2026

UniSuper Management Pty Ltd filed its quarterly 13F-HR on May 11, 2026, disclosing 664 US equity holdings totaling $15,288,681,953 as of March 31, 2026. The largest position is Apple Inc with 3,994,788 shares valued at $1,013,837,246, followed by Amazon.com Inc ($602,919,782), Broadcom Inc ($460,497,644), Alphabet Inc Class A ($462,250,975), and Alphabet Inc Class C ($349,055,264). No prior period data is provided in the filing for comparison.

• · Filing period end date: March 31, 2026
• · Headquarters: Level 1, 385 Bourke Street, Melbourne, Victoria C3 3000
• · SEC file number: 028-23352

11-05-2026

Faraday Future announced leadership changes effective May 5, 2026, with founder YT Jia appointed as sole Global CEO, Jerry Wang as Global Executive Chairman, Matthias Aydt resigning as Global Co-CEO to become an advisor, and Chad Chen as Lead Independent Director. The company highlights the return of its founding team to drive the Dual-Engine Strategy of EAI Robotics + EAI EV, with 68 EAI robots shipped as of April 30, 2026, achieving positive gross margins and targeting 200 units by end of June and over 1,000 cumulatively in 2026. Plans include announcing upgraded five transformation initiatives next week to accelerate growth as a Physical AI company.

• · SEC investigation concluded with no penalties.
• · FF in 180-day period to regain Nasdaq compliance.
• · Matthias Aydt to continue as internal advisor while new role discussed.

11-05-2026

On May 8, 2026, Richard Saldanha resigned as a director from StoneBridge Acquisition II Corporation's Board and all committees, effective immediately, with no disagreement on operations, policies, or practices. On February 5, 2026, he was granted 25,000 Class B Ordinary Shares by the Sponsor, Stonebridge Acquisition Sponsor II LLC, which were set to vest upon the initial business combination subject to continued service but will now be automatically returned to the Sponsor due to the resignation.

• · Resignation notified to Board on May 8, 2026; filing dated May 11, 2026.
• · Class B Ordinary Shares transferred from Sponsor holdings.
• · Vesting conditioned on continued Board service immediately prior to initial business combination consummation.
• · Company securities: APACU (Units), APAC (Class A Ordinary Shares), APACR (Rights) listed on Nasdaq Stock Market LLC.

11-05-2026

On May 5, 2026, Horizon Kinetics Holding Corporation (HKHC) and Horizon Kinetics Asset Management LLC entered into a Board Representative Agreement with Texas Pacific Land Corporation (TPL), pursuant to which Peter Doyle was nominated as HKHC's designee and appointed to the TPL Board on May 6, 2026, ahead of TPL's 2026 annual stockholders' meeting. Mr. Doyle was also appointed to TPL's strategic acquisitions committee. The agreement includes mutual non-disparagement clauses and standstill provisions limiting Horizon's activist activities and TPL's statements against Horizon.

• · Agreement filed by TPL with SEC on May 6, 2026: https://www.sec.gov/ix?doc=/Archives/edgar/data/0001811074/000181107426000033/tpl-20260505.htm
• · Standstill applies for as long as HK Designee serves on TPL Board through next stockholders' meeting
• · Mutual restrictions prohibit public/private disparagement and certain nomination, proxy solicitation, or proposal activities

11-05-2026

Shreya Acquisition Group, a blank check SPAC, announced the pricing of its $100 Million initial public offering of 10,000,000 units at $10.00 per unit, each consisting of one Class A ordinary share, one redeemable warrant (exercisable at $11.50 per share), and one right to receive one-fourth of one Class A ordinary share upon business combination. Units are expected to begin trading on the NYSE under 'SAGUU' on May 7, 2026, with separate trading of components under 'SAGU', 'SAGUW', and 'SAGUR'; the offering includes a 45-day over-allotment option for up to 1,500,000 additional units and is set to close on May 8, 2026. The Company focuses on acquisitions in health and wellness, hospitality, media and entertainment, shipping infrastructure, and waterways tourism sectors.

• · Registration statement declared effective by SEC on May 6, 2026
• · Units expected to trade on NYSE under SAGUU beginning May 7, 2026; separate trading symbols: SAGU (shares), SAGUW (warrants), SAGUR (rights)
• · D. Boral Capital, LLC acting as sole book-running manager
• · Company address: Cassia Court, Suite 716, 10 Market Street, Camana Bay, Grand Cayman, Cayman Islands; Contact: 230 5942 0130

11-05-2026

IREN reported Q3 FY26 results with secured power increased to 5 GW, all operational capacity fully contracted, and ARR under contract at $3.1 billion, on track to reach $3.7 billion by end-2026 across 480 MW AI Cloud capacity and 150,000 GPUs. Highlights include a $3.4 billion five-year AI Cloud contract with NVIDIA for Blackwell GPUs (adding $700 million ARR) backed by a $2.1 billion NVIDIA investment vesting on 600,000 GPU deployments, and the acquisition of Mirantis adding 650 engineers. The company holds $2.6 billion in cash as of April 30, targeting 1,210 MW in 2027 with no reported declines or flat metrics.

• · Childress: 300 MW liquid-cooled Horizon 1-4 (Horizon 1 for Microsoft Q3 handoff), 180 MW air-cooled conversions progressing
• · Prince George: 50 MW air-cooled GPUs delivered and commissioning
• · Mackenzie: 80 MW prepared for GPU installations H2 2026
• · Canal Flats: 30 MW air-cooled retrofit planned
• · Sweetwater 1: 200 MW initial liquid-cooled phase, substation energized

11-05-2026

Lincoln Educational Services Corporation held its 2026 Annual Meeting of Shareholders on May 7, 2026, with 27,003,422 shares represented out of 31,696,582 outstanding, constituting a quorum. All 10 director nominees were elected with strong support (votes for ranging from 23,479,505 to 23,647,094), the advisory vote on named executive officer compensation was approved (22,584,287 for vs. 1,159,831 against), and the appointment of Deloitte & Touche LLP as independent auditors for the fiscal year ending December 31, 2026 was ratified (26,809,750 for). A Shareholder Presentation providing background on the company and its strategic plan was furnished under Regulation FD.

• · Votes withheld for directors ranged from 218,857 (Scott M. Shaw) to 386,446 (Michael A Plater).
• · Proposal 2 abstentions: 121,833.
• · Proposal 3 votes against: 69,444; abstentions: 124,228 (no broker non-votes applicable).

11-05-2026

Icahn Enterprises L.P. (IEP) filed a Form 8-K on May 11, 2026, reporting an event dated May 8, 2026, under Items 7.01 (Regulation FD Disclosure) and 9.01, attaching Exhibit 99.1 with updated presentation materials for use in investor meetings, media interactions, and speeches. The information is furnished and not deemed filed under Section 18 of the Exchange Act. No financial results or performance metrics are disclosed in the filing.

• · Commission File Number: 1-9516
• · IRS Employer Identification No.: 13-3398766
• · Principal Executive Offices: 16690 Collins Avenue, PH-1, Sunny Isles Beach, FL 33160
• · Securities: Depositary Units (IEP) on NASDAQ Global Select Market

11-05-2026

Seadrill reported Q1 2026 total operating revenues of $358 million, down slightly from $362 million in Q4 2025 due to fewer operating days and lower reimbursable revenues, with a net loss of $7 million (improved from $10 million prior quarter) and Adjusted EBITDA of $97 million (up from $88 million). The company secured contract awards adding over $860 million to backlog, now at $3.1 billion, completed West Capella and West Jupiter projects ahead of schedule, and raised full-year 2026 guidance to $1.43-$1.48 billion in revenues and $370-$420 million in Adjusted EBITDA. However, total operating expenses were $334 million, and the firm maintains gross debt of $625 million with net debt at $296 million.

• · West Polaris awarded three-year contract extension with Petrobras commencing January 2028 (480 days for Sonangol Quenguela with TotalEnergies into July 2028).
• · West Neptune 365-day extension with LLOG commencing October 2026; West Vela 270-day program commencing September 2026.
• · Full-year 2026 guidance: Total operating revenues $1.43-$1.48 billion (excl. $50M reimbursables), Adjusted EBITDA $370-$420 million, Capital Expenditure and Long-Term Maintenance $200-$240 million.
• · Diluted loss per share ($0.11) for Q1 2026 vs ($0.16) Q4 2025.

11-05-2026

CNH Industrial N.V. held its 2026 Annual General Meeting on May 8, 2026, with 94.44% of 1,610,383,781 outstanding voting shares present or represented. All resolutions passed, including approval of a $0.10 per common share dividend for 2025 (99.90% for), say-on-pay (96.08% for), auditor re-appointments (over 99.77% for), and director discharges (99.80% for); however, some director re-appointments faced notable opposition, such as Howard W. Buffett (74.29% for, 25.71% against) and Elizabeth Bastoni (80.75% for, 19.25% against). The board will maintain annual say-on-pay votes following the advisory vote favoring one-year frequency.

• · All board nominees re-appointed for one-year terms, with highest support for Richard Palmer (99.90% For) and Gerrit Marx (99.83% For).
• · Authorization granted to board for 18 months to issue up to 10% of share capital, limit pre-emptive rights, and repurchase shares (all approved >99% For except pre-emptive rights exclusion at 99.41% For).
• · 2025 Annual Financial Statements adopted (99.96% For).

11-05-2026

BOXABL Inc. filed a Form 8-K on May 11, 2026, under Items 1.01 and 9.01, announcing entry into a material definitive agreement. Details of the agreement are provided in Exhibit 2.1. No financial terms, performance metrics, or other quantitative details were disclosed in the provided filing content.

• · Filing Type: 8-K
• · Subcategory: Material Agreement Entry

11-05-2026

Oxford Square Capital Corp. amended its Articles of Incorporation (Section 6.1) to increase authorized Common Stock shares from 100,000,000 to 300,000,000 shares ($0.01 par value per share), raising the aggregate par value from $1,000,000 to $3,000,000. The change was approved solely by a majority of the Board of Directors under Maryland General Corporation Law Section 2-105(a)(13), without stockholder action. This enhances flexibility for potential future classifications or issuances of shares.

• · Amendment signed on May 8, 2026.
• · Original Charter dated July 21, 2003; prior amendments dated December 3, 2007, March 16, 2018, and March 19, 2018.
• · No changes to preferences, conversion rights, voting powers, dividend restrictions, or redemption terms of existing stock.

11-05-2026

Quantum Leap Acquisition Corp, a blank check company, consummated its IPO on May 4, 2026, selling 20,000,000 units at $10.00 per unit for gross proceeds of $200,000,000, plus a simultaneous private placement of 594,500 units to sponsor Paddington Partners 88 LLC for $5,945,000, with $202,000,000 placed in trust at $10.10 per unit. Underwriters received a 45-day option to purchase up to 3,000,000 additional units. However, the auditor's report raises substantial doubt about the company's ability to continue as a going concern due to limited cash ($89,031) and anticipated significant costs in pursuing a business combination.

• · Over-allotment liability of $479,883 on balance sheet.
• · Accrued expenses of $127,794 and accrued offering costs of $9,000 on balance sheet.
• · Total current liabilities of $616,677 and total liabilities of $1,116,677 as of May 4, 2026.
• · Shareholders’ deficit of $691,880 as of May 4, 2026.
• · Due from sponsor of $1,436,909 transferred to operating account on May 7, 2026.

11-05-2026

Minerva Gold Inc. reported revenue growth of 28.8% YoY to $33,500 for the year ended February 28, 2026, driven by higher sales. However, operating expenses increased 29.5% to $42,889, leading to a widened net loss of $9,389 from $7,123 in the prior year, with cash and total assets declining sharply to $7,077 and $10,116, respectively. Stockholders' equity deficit deepened to $(50,164) from $(40,775).

• · Net cash used in operating activities increased to $10,103 from $1,390 YoY.
• · No cash flows from investing or financing activities in FY2026, compared to $3,500 used in investing and $22,070 provided by financing in FY2025.
• · Net operating loss carryforward for deferred tax assets: $18,178 (2026) vs. $16,207 (2025), fully offset by valuation allowance.

11-05-2026

EchoStar reported Q1 2026 total revenue of $3,667,489, down 5.2% YoY from $3,869,758, with service revenue declining 6.4% to $3,375,540 while equipment sales rose 10.7% to $291,949; operating income improved sharply to $392,847 from a $88,132 loss. However, high interest expense of $592,660 led to a net loss of $147,300, improved from $203,281 YoY, and cash decreased QoQ 28.6% to $1,343,780 amid going concern doubts due to insufficient cash flows. Total assets fell to $41,375,692 from $43,016,355 QoQ.

• · Substantial doubt about going concern due to insufficient cash, projected cash flows, or committed financing for next 12 months.
• · EPS basic and diluted: $(0.51) for Q1 2026, improved from $(0.71) YoY.
• · Interest expense increased to $592,660 from $286,055 YoY.
• · Weighted-average shares outstanding: 289,014 thousand basic and diluted.

11-05-2026

Hapi Metaverse Inc. reported Q1 2026 revenue of $60,902, up 10% YoY from $55,301, driven by Food & Beverage growth, with gross profit rising 38% to $38,981 and net loss narrowing significantly to $(246,374) from $(1,543,464) due to lower operating expenses and absence of prior year's large unrealized loss. However, cash and cash equivalents declined QoQ to $418,841 from $497,189 amid $320,248 operating cash burn, total assets fell 3% to $1,540,389, and stockholders' deficit worsened slightly to $(1,731,469). The company remains heavily reliant on related party financing and notes, with ongoing net losses.

• · Operating cash burn improved 8.5% YoY to $320,248 from $350,195, supported by $183,508 advances from related parties.
• · Related party liabilities transferred to equity: $162,482.
• · Foreign currency translation adjustment contributed $63,331 to other comprehensive income.

11-05-2026

Blackstone Real Estate Income Trust, Inc. filed Amendment No. 1 to its Form 10-Q for the quarterly period ended March 31, 2026, solely to provide conformed signatures on Exhibits 31.1, 31.2, 32.1, and 32.2 that were inadvertently omitted from the original filing on May 8, 2026. The amendment makes no changes to any disclosures, financial results, or other information in the original 10-Q. As of May 8, 2026, the company reported shares outstanding (in thousands) including 2,162,488 for Class I common stock and 1,157,135 for Class S common stock.

11-05-2026

RingCentral reported Q1 2026 total revenues of $644,199 thousand, up 5.2% YoY from $612,056 thousand, with subscriptions growing 5.6% to $623,166 thousand while other revenues declined 4.1% to $21,033 thousand. The company achieved a significant turnaround with net income of $30,618 thousand versus a $10,328 thousand loss YoY, and operating income of $50,028 thousand versus $10,340 thousand, aided by a 1.6% reduction in operating expenses to $414,741 thousand. However, cash and equivalents fell to $116,578 thousand from $132,564 thousand at December 31, 2025, total assets decreased to $1,421,629 thousand from $1,481,455 thousand, and stockholders' deficit widened to $(609,322) thousand from $(588,119) thousand amid $82,365 thousand in share repurchases and debt refinancing.

• · Net cash provided by operating activities increased to $164,046 thousand from $149,662 thousand YoY.
• · Cash paid for business combination $7,929 thousand in Q1 2026.
• · Dividends declared $6,413 thousand ($0.075 per share) in Q1 2026.
• · Share-based compensation expense $48,554 thousand in Q1 2026.

11-05-2026

For Q1 2026, OPAL Fuels reported total revenues of $73.4M, down 14% YoY from $85.4M, driven by declines in RNG fuel (-22% to $21.6M) and fuel station services (-12% to $44.6M), while renewable power was essentially flat (+0.6% to $7.2M). Operating loss widened to $4.8M from $1.9M, resulting in a net loss of $5.6M versus net income of $1.3M in Q1 2025, and Class A common stockholders' net loss increased to $2.6M from $0.2M. However, cash and equivalents surged to $133.2M from $24.4M at year-end 2025, bolstered by $116.7M in financing proceeds and positive operating cash flow of $12.9M.

• · Net cash used in investing activities Q1 2026: $19.4M, primarily due to $24.4M PPE purchases.
• · Net cash provided by financing activities Q1 2026: $115.1M, including $128.4M loan proceeds and $116.7M preferred NCI issuance net of $100M redemption.
• · Stock-based compensation expense Q1 2026: $2.1M.
• · Total liabilities increased to $548.7M from $461.7M at Dec 31, 2025.

11-05-2026

Gold.com, Inc. reported explosive revenue growth of 244% YoY to $10,350,729 in the three months ended March 31, 2026, with gross profit up 331% to $176,580 and net income attributable to the company swinging to $59,487 from a prior-year loss of $8,546. Total assets more than doubled to $4,174,073, driven by sharp increases in inventories ($2,766,561) and derivative assets ($434,798), alongside acquisitions and a $117,623 private placement; nine-month revenues rose 142% to $20,508,395. However, current liabilities surged to $3,119,329 from $1,114,128, primarily due to higher deferred revenue ($1,404,036, including $362,596 from related parties) and liabilities on borrowed metals ($916,696), while interest expense increased 47% over nine months to $47,883.

• · Operating cash flow for nine months ended March 31, 2026: $153,030 vs $85,381 prior year.
• · Acquisition purchase price details: $103,280 total including $43,618 common stock; another $26,711.
• · Deferred revenue includes $362,596 from related parties as of March 31, 2026.
• · Basic EPS for Q3: $2.17 vs $(0.36) prior year.
• · Shares issued for acquisitions: 593,438 in Q3 FY26.

11-05-2026

Prosperity Bancshares Inc reported Q1 2026 total assets of $43.6B, up 13% QoQ from $38.5B, driven by acquisitions of American Bank Holding Corporation and Southwest Bancshares, Inc., with loans growing 16% to $25.3B and deposits up 15% to $32.6B. Net interest income rose 21% YoY to $321M, but net income fell 11% YoY to $116M due to $43M in merger-related expenses and higher salaries and processing costs, resulting in diluted EPS of $1.16 versus $1.37 YoY. No provision for credit losses was recorded in either period.

• · Cash and cash equivalents decreased $200M QoQ to $1.5B.
• · Allowance for credit losses on loans increased to $384M from $334M QoQ.
• · Common stock repurchases totaled $57M in Q1 2026.
• · Cash dividends declared at $0.60 per share in Q1 2026, up from $0.58 in Q1 2025.

11-05-2026

CleanCore Solutions, Inc. reported nine-month revenue growth of 113.5% YoY to $2,520,540, driven by Janitorial and Sanitation segment (+133%) and new International revenue, while total assets expanded to $73,850,229 from $8,466,821 bolstered by $49,203,118 in digital assets and $160.7M in financing inflows. However, the company posted a massive nine-month net loss of $148,531,825 versus $2,670,469 prior year, primarily due to $107,384,528 unrealized loss on digital assets and G&A expenses surging to $41,543,474; three-month revenue declined 2.6% YoY to $543,694 with a gross loss of $419,259.

• · Gross profit for three months ended March 31, 2026 was a loss of $419,259 versus profit of $311,132 YoY.
• · G&A expenses for nine months ended March 31, 2026 increased to $41,543,474 from $2,863,998 YoY.
• · Change in fair value of digital assets contributed -$107,384,528 to nine months other expense.
• · Proceeds from private placement of pre-funded warrants, net: $137,907,255.
• · Domestic revenue three months ended March 31, 2026: $268,652 (down from $557,915, now 49% of total).

11-05-2026

For Q1 2026, bioAffinity Technologies reported net revenue of $1,351,527, down 27% YoY from $1,853,597, while total operating expenses rose 11% to $4,968,503, driving a net loss of $3,630,610 versus $2,660,417 in Q1 2025. Cash and cash equivalents fell to $3,098,366 from $6,449,782 at year-end 2025, reflecting net cash used in operations of $3,227,240, more than double the prior year's burn. Stockholders' equity declined to $3,661,386 from $7,277,656 QoQ amid higher losses and accumulated deficit expansion to $72,184,674.

• · Direct costs and expenses decreased 32% YoY to $928,636 from $1,367,860.
• · Selling, general and administrative expenses increased 32% YoY to $3,241,602 from $2,452,549.
• · Clinical development expenses rose 141% YoY to $334,040 from $138,353.
• · Net cash used in operating activities increased 96% YoY to $3,227,240 from $1,641,775.

11-05-2026

Western Alliance Bancorporation reported Q1 2026 total assets of $98,853M, up 6.5% QoQ from $92,774M, driven by 7.2% deposit growth to $82,723M and net loans HFI up slightly 0.8% to $58,681M. Net interest income rose 17.8% YoY to $766.3M and non-interest income more than doubled to $252.6M; however, provision for credit losses surged to $213.2M from $31.2M YoY, leading to net income attributable to WAL declining 8.5% to $182.1M and diluted EPS falling 7.8% to $1.65. Comprehensive income attributable to WAL dropped sharply to $70.8M from $254.3M YoY amid other comprehensive losses.

• · Stock repurchases of $50.3M in Q1 2026 (0.7M shares)
• · Dividends declared per common share $0.42 in Q1 2026 vs $0.38 in Q1 2025
• · Net cash provided by financing activities $5,923.7M in Q1 2026 vs $2,430.3M in Q1 2025
• · Allowance for credit losses on loans steady at $461M QoQ

11-05-2026

Udemy's Q1 2026 revenue declined 4% YoY to $191.4M from $200.3M, primarily due to a sharp 19% drop in Consumer revenue to $58.5M, though Enterprise revenue grew 4% to $132.9M. Net loss widened significantly to $12.6M from $1.8M YoY amid higher operating expenses of $141.8M (up 6%), with gross profit remaining nearly flat at $129.3M. Positively, operating cash flow rose 27% to $15.4M, boosting cash and equivalents to $252.6M.

• · Total assets increased QoQ to $634.6M from $617.7M as of Dec 31, 2025.
• · Stockholders' equity rose to $212.2M from $210.5M QoQ.
• · Purchases of strategic investments: $8.0M in Q1 2026.
• · Deferred revenue current: $299.9M as of March 31, 2026 (up from $294.1M QoQ).

11-05-2026

Galaxy Gaming, Inc. reported Q1 2026 total revenue of $7,662,561, down 1.6% YoY from $7,784,933, with Americas revenue declining 10% to $4,051,265 while EMEA rose 10% to $3,611,296. Income from operations increased 10% to $2,173,665 due to lower costs including reduced R&D and no prior-year debt extinguishment loss, driving a swing to net income of $1,367,556 from a $2,021,282 loss. Cash provided by operating activities more than doubled to $2,544,086, though total assets dipped slightly QoQ to $27,042,819.

• · Cost of ancillary products and assembled components fell to $67,188 from $188,002 YoY.
• · Research and development expenses decreased to $152,058 from $362,776 YoY.
• · No loss on extinguishment of debt in Q1 2026 vs. $2,969,585 in Q1 2025.
• · Net cash used in investing activities $1,030,320 in Q1 2026 vs. $283,330 in Q1 2025.
• · Long-term debt and liabilities, net decreased to $35,837,453 from $36,867,804 QoQ.

11-05-2026

indie Semiconductor, Inc. reported Q1 2026 total revenue of $55,457 thousand, up 2.6% YoY from $54,077 thousand, with product revenue increasing 2.3% to $51,567 thousand and contract revenue up 6.4% to $3,890 thousand. However, the net loss widened to $47,122 thousand from $37,171 thousand YoY, driven by a $3,656 thousand loss from debt extinguishment, a $1,085 thousand loss on contingent considerations, and higher COGS (+9.0%) and SG&A (+10.6%), despite R&D expenses declining 8.5% to $38,528 thousand. Cash and equivalents rose 19.9% QoQ to $174,433 thousand, but long-term debt increased 18.6% to $402,816 thousand after $170,500 thousand in new issuances and $106,371 thousand repurchase.

• · Net cash used in operating activities improved to $22,126 thousand from $29,001 thousand YoY.
• · Purchases of property and equipment $3,212 thousand in Q1 2026.
• · Inventory increased 17.3% QoQ to $57,038 thousand, with finished goods up 76.5% to $14,532 thousand.
• · Goodwill $289,679 thousand as of March 31, 2026, down slightly from $292,644 thousand.
• · emotion3D GmbH acquisition goodwill $16,394 thousand.

11-05-2026

Cannaisseur Group Inc. reported stable notes payable totaling $32,160 as of March 31, 2026, unchanged from December 31, 2025, with the Lightspeed Loan at $4,860 and EIDL at $27,300 showing no principal repayments in Q1 2026. The current portion of notes payable increased slightly to $7,531 from $7,361, while the noncurrent portion decreased marginally to $24,629 from $24,799. Interest payments on the EIDL declined to $134 in Q1 2026 from $536 in Q1 2025, reflecting flat overall debt levels.

• · Estimated useful lives for Equipment, Leasehold improvements, and Furniture and fixtures are all 3 to 5 years.
• · EIDL terms: 3.75% interest, maturity June 9, 2050, monthly payments of $134.
• · Notes payable maturity: 2027 $696; 2028 $723; 2029 $750; 2030 $779; Thereafter $21,681.
• · Revenue recognition: At point of sale in retail or upon credit card settlement for website sales.

11-05-2026

PHX Minerals Inc., in its S-1 registration statement filed on May 11, 2026, reported Q1 2025 natural gas, oil, and NGL sales of $10,433,287, up 47% YoY from $7,090,208, driven by 87% growth in natural gas revenues to $6,649,860 while oil revenues grew modestly 5.5% to $2,986,706. Net income turned positive at $4,383,882 ($0.12 per diluted share) versus a $183,615 loss ($0.01 per share) in Q1 2024. The company had $19,750,000 outstanding under its $100,000,000 credit facility with a $50,000,000 borrowing base.

• · Effective interest rate on credit facility 7.54% as of March 31, 2025.
• · Credit facility maturity date September 1, 2028.
• · Change in estimate for prior-period performance obligations $204,141 in Q1 2025 (related to FY 2024 production).
• · Effective tax rate 23% in Q1 2025 versus (30%) benefit in Q1 2024.
• · Restricted stock units excluded from diluted EPS: 849,439 shares in Q1 2025.

11-05-2026

eXp World Holdings reported Q1 2026 revenue of $1.0 billion, up 5% YoY from $954.9 million, with Adjusted EBITDA surging 88% to $4.1 million and net loss narrowing to $(5.1) million from $(11.0) million. However, agent count grew only 1% to 82,332, aNPS declined to 67 from 78, operating cash flow dropped to $20.6 million from $39.8 million, and the company still posted an operating loss of $(8.8) million. The results accompany the cash acquisition of NextHome, Inc., enhancing the multi-model platform, with Q2 revenue guidance of $1.36-$1.45 billion.

• · Q2 2026 guidance: Revenue $1.36B-$1.45B; Operating expenses $93M-$97M; Adjusted EBITDA $16M-$21M.
• · FY 2026 guidance: Revenue $4.85B-$5.15B; Operating expenses $325M-$345M; Adjusted EBITDA $50M-$75M.
• · Q1 2026 cash dividend $0.05 per share paid March 27, 2026; Q2 dividend $0.05 per share declared, payable June 5, 2026.
• · Virtual fireside chat held May 11, 2026 at 5:30 a.m. PT.