Buyout Premiums Ignite IoT, AI Demand Lifts Optics, and Cash Burn Batters Solar

A hefty takeover premium lit a fire under one IoT name, while surging AI-driven data center demand powered optical networking higher. But not everyone joined the rally: mounting cash burn and weak forward signals sent a solar stock sharply lower.

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Wall Street was bearish on Friday as hotter-than-expected producer inflation data raised concerns that the Federal Reserve may delay interest rate cuts. Ongoing weakness in major tech names, including Nvidia, following profit-taking after earnings, further weighed on sentiment and dragged the broader market lower.

Block Inc (NYSE: XYZ) is eliminating over 4,000 roles, roughly 40% of its entire workforce, in one of the most dramatic restructurings the tech industry has ever seen.

The company says AI tools have fundamentally changed what it takes to build and run the business. A smaller team using those tools can do more and do it better.

That is the pitch. The scale of the cuts is the proof that Block actually believes it.

AI Stopped Being a Buzzword Here

Most companies talk about integrating AI into operations. Block went further than anyone expected.

It invested heavily in internal AI tools and is now acting on the results by removing the roles those tools have made redundant.

The message to every other tech company is loud and clear.

If you build the AI infrastructure internally and it actually works, the next logical step is a workforce that looks nothing like the one you started with.

Smaller Team, Bigger Ambitions

Block raised its full-year outlook following the announcement of the cuts. The company expects higher profits as the restructuring takes effect.

Cash App continues to grow rapidly, and the Square ecosystem is accelerating.

You can call this ruthless or visionary, depending on where you stand.

But Block just became the first major tech company to bet its entire operating structure on AI replacing human roles at scale, and the rest of the industry is now watching very closely.

OneMedNet Corporation (NASDAQ: ONMD) just moved its Real-World Data Platform from the evaluation phase into full commercial launch, converting early customer trials into multi-year paid subscriptions.

The platform connects data from over 2,130 healthcare sites into a single searchable system, giving life sciences and AI health companies access to decades of clinical and patient data on demand.

Subscriptions Change Everything

Moving from one-time evaluations to multi-year subscription contracts is the difference between a project and a company.

Recurring revenue from life sciences customers gives OneMedNet predictable income and long-term relationships that deepen as more data flows through the platform.

If your understanding of this company stopped at the pilot phase, the commercial conversion is what turns potential into something tangible.

Built on Palantir, Sold to Pharma

The platform runs on Palantir Foundry, giving it enterprise-grade AI search and analytics capabilities.

That technical backbone makes the data not just accessible but actionable, allowing customers to run complex queries, build patient cohorts, and generate evidence faster than traditional methods allow.

You rarely find a small company sitting at the intersection of healthcare data, AI infrastructure, and pharmaceutical demand all at once.

OneMedNet just proved that the industry wants what it built, and now the question is how fast it can scale.

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Netflix Inc (NASDAQ: NFLX) officially declined to match Paramount Skydance's revised bid for Warner Bros Discovery, ending a bidding war that could have handed Netflix control of HBO, Harry Potter, DC Comics, and one of the deepest content libraries in entertainment history.

The company called the deal a nice-to-have at the right price, not a must-have at any price.

That single sentence tells you more about Netflix's confidence in its own business than any earnings report could.

The Standalone Case Just Got Stronger

Netflix plans to invest roughly $20 billion in films and series this year.

Its streaming business is healthy, growing organically, and does not depend on acquiring legacy studios to compete. Walking away from Warner Bros reinforces that narrative.

If your assumption was that Netflix needed HBO to stay dominant, this decision directly challenges it.

Netflix is betting that its own slate and global subscriber base are enough to keep winning without adding someone else's catalog.

Paramount Picks Up the Prize

Paramount Skydance now moves forward as the likely buyer of Warner Bros.

The deal reshapes Hollywood's power structure and creates a massive combined entertainment company. But Netflix chose not to play that game at this price.

You can read this as Netflix losing out on a historic acquisition. Or as a company that knows exactly what it is worth and refuses to overpay for something it does not need.

The next few years will decide which reading was right.

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KORE Group Holdings Inc [KORE] $8.94 (+78.54%)

KORE, which provides IoT services, surged after agreeing to be acquired by private equity firms in an all-cash deal valued at $726 million, representing a massive premium to its recent trading price.

Applied Optoelectronics, Inc [AAOI] $84.23 (+56.88%)

Applied Optoelectronics jumped after reporting record revenue and issuing strong 2026 guidance, fueled by accelerating demand for high-speed AI data center transceivers.

Arlo Technologies Inc [ARLO] $15.69 (+27.15%)

Arlo climbed after posting a strong earnings beat and double-digit revenue growth, driven by accelerating subscription and recurring revenue expansion.

Fulgent Genetics Inc [FLGT] $15.33 (-38.09%)

Fulgent fell after reporting a sizable GAAP quarterly loss despite revenue growth, with investors focusing on ongoing profitability challenges and negative adjusted EBITDA.

Sunrun Inc [RUN] $13.27 (-35.01%)

Sunrun plunged after issuing a weak forward outlook and revealing worsening cash burn, raising concerns about its financial stability despite strong headline results.

PAR Technology Corp [PAR] $16.35 (-27.20%)

PAR Technology dropped after missing adjusted EBITDA estimates and facing a wave of analyst price target cuts following its earnings report.

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That's it for today! Please, write us back, and let us know what you think of the Closing Bell Roundup. We're always eager to hear feedback!

Thanks for reading. I'll see you at the next open! 

Best Regards,
— Adam G.
Elite Trade Club

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