USAEnergy Transition & Power Demand▲
FreeCast surges 170% premarket on Starlink reseller deal
FreeCast shares surged 170% in premarket trading after the company announced a reseller agreement for Starlink Business services, allowing it to offer enterprise satellite broadband alongside its streaming platform. Accenture tumbled more than 11% after trimming the upper end of its annual revenue growth forecast and announcing cybersecurity acquisitions including a majority stake in Dragos. Pfizer slipped 1.7% on news that CFO Dave Denton will step down in August. Oklo rose 2% after signing a letter of intent with Centrus Energy for high-assay low-enriched uranium supply starting in 2029. Novocure fell 10% after its Phase 3 TRIDENT study failed to meet the primary endpoint of improving overall survival in newly diagnosed glioblastoma.
About megatrends
Energy Transition & Power Demand › Advanced Nuclear — SMR & Microreactor ▲Supply
Energy Transition & Power Demand › Conversion & Enrichment (HALEU) ▲Supply
Space Economy › Satellite Broadband, MSS & Ground Equipment ▲Demand
ACN · Capital · Negative Trimmed upper end of annual revenue growth forecast and announced cybersecurity acquisitions.
CAST · Demand · Positive FreeCast announced a reseller agreement for Starlink Business services, enabling it to offer enterprise satellite broadband alongside its streaming platform.
NVCR · Technology · Negative Phase 3 TRIDENT study failed to meet primary endpoint in glioblastoma.
OKLO · Supply · Positive Signed letter of intent with Centrus Energy for HALEU supply starting in 2029.
PFE · Capital · Negative CFO Dave Denton will step down in August.
LEU · Demand · Positive Oklo signed a letter of intent with Centrus for HALEU supply, indicating potential future demand for Centrus's uranium enrichment services.