Generated September 10, 2026 at 8:34 PM ET
· Covers September 10 trading day
· 10 of 198 ready 8-Ks selected
· AI-assisted overview
Today's filings featured Oracle's Q1 FY27 results with revenue up 30% to $19.3B and IaaS growth of 121%, alongside several M&A transactions including Modine's merger with Gentherm, SKYX's acquisition of Deako, and Tarsus's purchase of Alkeus. Two Harbors announced a broad leadership departure, while 20/20 Biolabs and GeoVax disclosed Nasdaq compliance issues. Corteva settled PFAS claims for $455M, and Quoin received a Rare Pediatric Disease designation for QRX003. Plus Therapeutics secured a $21.3M convertible note facility.
TWO
TWO HARBORS INVESTMENT CORP.
leadership
negative
materiality 0.75
September 10, 2026, 4:07 PM ET
Two Harbors CFO, CIO, CLO, CRO, CAO depart; CEO to leave Oct 2; new CFO appointed
- On Sept 4, 2026, CFO William Dellal, CIO Nicholas Letica, CLO Rebecca Sandberg, CRO Robert Rush, and CAO Alecia Hanson terminated immediately.
- CEO William Greenberg to remain until Oct 2, 2026, then terminate; all departures are Qualifying Terminations under Severance Plan.
- Madhur Agarwal appointed CFO effective Sept 4, 2026; he also serves as CFO of parent CrossCountry Mortgage, LLC since 2021.
regulatory
negative
materiality 0.75
September 10, 2026, 4:10 PM ET
20/20 Biolabs gets Nasdaq equity non-compliance notice; delisting risk
- On Sept 3, 2026, Nasdaq notified 20/20 Biolabs of non-compliance with $2.5M stockholders' equity rule; reported equity $1.62M.
- Company has 45 days to submit compliance plan; if accepted, extension up to 180 days possible.
- Also previously notified July 17, 2026 of bid price non-compliance; must regain $1.00 bid by Jan 13, 2027.
MOD
MODINE MANUFACTURING CO
M&A
positive
materiality 0.85
September 10, 2026, 4:23 PM ET
Modine to become Modexus Solutions after Gentherm merger; close expected Oct 1, 2026
- Name change to Modexus Solutions follows spinoff of Performance Technologies and merger with Gentherm.
- Gentherm shareholders approved merger on Sept 10, 2026; close expected Oct 1, 2026.
- Modexus Solutions to trade under MOD on NYSE; Neil Brinker CEO, Mick Lucareli CFO.
SKYX
SKYX Platforms Corp.
M&A
positive
materiality 0.85
September 10, 2026, 8:32 AM ET
SKYX signs merger with Deako: 25M shares (18.46%) plus $4M cash and $8.5M note
- SKYX to acquire Deako, AI smart home firm, for 25M shares (18.46% of SKYX) plus $4M cash and $8.5M senior secured note at 12% interest.
- Deako shipped 32M units in 5 years, $26M revenue in 2025, supplies 50+ U.S. builders incl. D.R. Horton, Toll Brothers.
- Post-merger SKYX shareholders own 84.4%; Deako holders/lenders 15.6%; Deako CEO Derek Richardson remains CEO.
TARS
Tarsus Pharmaceuticals, Inc.
M&A
positive
materiality 0.80
September 10, 2026, 4:05 PM ET
Tarsus closes $270M cash + stock buy of Alkeus; adds Stargardt drug ALK-001
- Up-front consideration: $270M cash plus 2,908,692 Tarsus shares to Alkeus equityholders.
- Milestones up to $350M: $250M on US regulatory approval, $100M on first US sale; plus low-to-mid single-digit revenue share.
- Adds ALK-001, Phase 3 oral for Stargardt disease, with FDA Breakthrough, Orphan, Fast Track, Rare Pediatric designations.
regulatory
negative
materiality 0.70
September 10, 2026, 4:35 PM ET
GeoVax faces Nasdaq delisting hearing Oct 13 over bid price; stock continues trading
- Received Nasdaq delisting determination Aug 27, 2026 for failing minimum bid price (Rule 5550(a)(2)).
- Hearing before Nasdaq Hearings Panel scheduled for Oct 13, 2026; suspension/delisting stayed pending hearing.
- Common stock continues trading on Nasdaq Capital Market under GOVX through hearing and any extension.
litigation
negative
materiality 0.75
September 10, 2026, 7:53 AM ET
Corteva, Chemours, DuPont settle NC PFAS claims for $455M; Corteva share ~$66M
- Settlement with NC AG and 10 local entities resolves statewide PFAS and Fayetteville Works claims; no admission of liability.
- Companies pay $455M over 15 years; Corteva's share ~$66M; Chemours' share guaranteed by Corteva (29%) and DuPont (71%).
- Corteva and DuPont provide $135M reserve fund (line of credit/letter of credit/surety) for Chemours' NC Consent Order obligations.
QNRX
Quoin Pharmaceuticals, Ltd.
regulatory
positive
materiality 0.65
September 10, 2026, 4:05 PM ET
FDA grants Rare Pediatric Disease Designation for QRX003 in Peeling Skin Syndrome
- Second RPD designation for QRX003; first was for Netherton Syndrome.
- If NDA approved, Quoin may receive a Priority Review Voucher (PRV), which can be sold or transferred.
- Phase 2 study expected to initiate in 2H 2026, enrolling up to 12 pediatric and adult PSS patients in U.S. and Europe.
earnings
positive
materiality 0.90
September 10, 2026, 4:16 PM ET
Oracle Q1 FY27 revenue up 30% to $19.3B; IaaS up 121%; EPS $1.56 GAAP
- Q1 GAAP EPS $1.56 (up 55%), non-GAAP EPS $1.92 (up 30%); revenue $19.3B up 30%.
- Cloud revenue $11.6B up 62%; IaaS $7.4B up 121%, SaaS $4.2B up 10%.
- RPO $664B, up $209B YoY; booked $30B+ AI cloud contracts; delivered 300k+ GPUs.
PSTV
PLUS THERAPEUTICS, INC.
debt
positive
materiality 0.75
September 10, 2026, 8:01 AM ET
Cerenome secures $21.3M senior secured convertible note facility with 3i Fund
- Initial closing expected Sept 10, 2026; gross proceeds $3M; total notes $21,276,596 with 6% OID and 8% interest.
- Notes convertible at $2.74/share, floor $0.50; maturity one year; secured by first-priority lien on assets and CNSide equity.
- Royalty agreement: CNSide pays 2.5% of gross revenues quarterly, capped at 2.5% of outstanding note balance.