Most material SEC filings — July 8, 2026

GameStop stockholders voted 68.7% in favor on July 7, 2026 to increase authorized Class A common stock from prior levels to 2.5 billion shares (par $0.001). The filing explicitly states this authorization supports GameStop's proposed acquisition of eBay at $125/share cash-and-stock. GameStop currently holds 4.34M eBay shares directly plus options on 39.05M additional shares (via put/call pairs expiring Feb 2028); HSR approval was obtained June 3, 2026, clearing regulatory hurdles.

D. Boral ARC Acquisition I Corp. (BCAR) shareholders will vote on July 29, 2026 to approve the business combination with Exascale Labs Inc., a GPU-as-a-Service AI infrastructure provider. The merger agreement was signed January 11, 2026; upon closing, the combined company will operate as Exascale Labs Holdings Inc. and trade on Nasdaq under ticker XLAB. No valuation, deal size, share count, or PIPE financing details are disclosed in this announcement document.

As of June 30, 2026, LM Funding held 318.3 BTC valued at $18.6M ($0.72/share) based on a Bitcoin price of ~$58,600; the company mined 8.7 BTC in June 2026 (down from 9.8 BTC in May due to higher temperatures reducing efficiency) and sold 13.1 BTC in June (down from 21.1 BTC in May). The Bitcoin treasury value increased to $20.4M ($0.79/share) by July 7, 2026 as Bitcoin price rose to $64,000. The company also generated ~$30,000 in curtailment and energy-sales revenue in June, with Q2 2026 total energy-sales revenue forecasted at ~$117,000.

Trilogy Metals' flagship Arctic copper-zinc-lead-gold-silver project was accepted as a Covered Project under FAST-41 on May 15, 2026, placing it on the Federal Permitting Dashboard with a coordinated federal review schedule. Ambler Metals (50% owned by Trilogy) filed a Clean Water Act Section 404 permit application in April 2026, commencing federal permitting. The company's strategic $35.6M investment from the U.S. Department of War was extended from May 31, 2026 to July 31, 2026; upon closing, DOW would hold ~10% of Trilogy. Trilogy reported a six-month net loss of $13.4M (primarily non-cash: $3.8M derivative fair-value adjustment, $3.8M stock-based compensation), with cash of $38.8M at May 31, 2026.

Dream Finders Homes (market cap ~$478M) submitted a revised all-cash acquisition proposal for Beazer Homes USA at $32.00 per share on June 30, 2026, a 24% increase from its prior $25.75 offer (May 5, 2026) and a 9.9% increase from the interim $29.25 offer (June 22, 2026). The proposal represents a 70% premium to Beazer's undisturbed share price of $18.77 as of May 8, 2026. Dream Finders reports financing confidence from Kennedy Lewis, Goldman Sachs, and BofA Securities via highly confident letters; the transaction is contingent on satisfactory due diligence and customary conditions. Beazer's board has refused engagement and demanded a 12-month standstill agreement, prompting Dream Finders to make its proposal public on July 8, 2026.

Palladyne AI announced preliminary Q2 2026 revenue of $5.8 million (up 480% year-over-year from $1.0M in Q2 2025, and 66% sequentially from $3.5M in Q1 2026). Backlog grew to $24.0 million from $17.3 million at Q1 end, with $12.5 million in new contract awards during the quarter. Cash position remained flat at $44.0 million. Key driver: June 2026 exclusive U.S. partnership with Israel Aerospace Industries (IAI) for combat-proven loitering munitions (HARPY, HAROP, Mini HARPY); also cited first large BRAIN flight-computer order from a defense prime for counter-UAS systems.

Keenova announced positive Phase 3 trial results for XIAFLEX in treating plantar fibromatosis (a rare foot condition). The pivotal trial (EN3835-309) enrolled 436 participants and met its primary endpoint of statistically significant pain reduction versus placebo on the Numeric Rating Scale, plus key secondary endpoints on functional measures. Safety profile was consistent with approved uses; the company plans FDA submission in Q4 2026 with expected 2028 launch targeting ~300,000 patients annually.

For Q1 FY2026 (three months ended April 30, 2026), ZEO ScientifiX reported revenues of $2.581M vs. $1.149M prior year (+124.6%, +$1.432M). Six-month revenues reached $4.027M vs. $2.239M (+79.9%, +$1.788M). Net loss improved to ~$1.0M from ~$2.6M; gross margins stable at ~80%. Growth driven by increased allogenic biologic product sales and expanded physician adoption in Florida.

Broadstone Net Lease entered a joint venture to develop a 112,000 sq ft advanced technology facility in Colorado for an unnamed Fortune 20 investment-grade company. BNL's estimated total investment is $303 million with year-one cash yield of 8.5%, year-two of 9.7%, and straight-line yield of 11.6%. The triple-net lease has 15-year initial term with two 5-year extension options and 3% annual rent escalations; substantial completion and rent commencement are anticipated by March 2027.

Seres announced top-line results from a 15-patient investigator-sponsored trial (MSK, NCT06801067) evaluating SER-155 for immune checkpoint inhibitor-related enterocolitis (irEC). Primary endpoint: 80% (12/15) achieved immunosuppressive-free clinical response at Day 15; 33% (5/15) achieved complete remission. Safety: no drug-related serious adverse events; well tolerated. Drug engrafted robustly with mechanistic biomarker improvements (reduced fecal calprotectin, fecal albumin) by Day 43. Company seeking partners and funding for Phase 2 in allo-HCT and next steps in irEC.