BlackBerry reported fiscal 2027 second-quarter results, with QNX segment revenue reaching a record $80 million, up 27% year over year, and gross margin rising to a record 87%. Adjusted EBITDA increased 41% to $29 million, representing a 36% margin. Companywide EPS came in at $0.07, topping expectations of $0.04, and BlackBerry raised its fiscal 2027 adjusted EPS guidance to $0.19 to $0.22.

TC Energy said it will sell the Guadalajara–Manzanillo natural gas pipeline to ESENTIA Energy Development for about $560 million (or US$400 million). The 313-kilometre asset can move up to 860 million cubic feet per day under a 25-year contract with Mexico’s Comisión Federal de Electricidad. The company said it will still own other pipeline assets in Mexico after the transaction. TC Energy also reported it sanctioned about $3 billion of growth projects in the first half of 2026.

Anthropic is planning what Reuters describes as the largest initial public offering in history, seeking a $2 trillion valuation. The company lost more than $50 billion over the two years ending in 2025 and has more than $500 billion in spending commitments in the coming years. Its growth relies heavily on partnerships with major tech firms including Amazon, Google, Broadcom and Microsoft, which accounted for 47% of 2025 revenue.

KBR has filed a Form 10 registration statement with the U.S. SEC as it prepares to spin off its Mission Technology Solutions business into a standalone company, Trinzic, to be listed on the NYSE under the ticker TZIC. Trinzic is expected to launch with more than $5 billion in annual revenue, 18,000 employees and a global operating footprint. KBR said it plans to provide supplemental financial information alongside its third-quarter earnings release to help investors assess the standalone profiles of Trinzic and the remaining KBR business.

Micron Technology reported record results for fiscal fourth-quarter and full-year 2026. DRAM quarterly revenue jumped 343% year over year to $39.8 billion, while data center revenue surged to $18.0 billion from $1.57 billion a year earlier. NAND quarterly revenue also climbed 526% to $14.1 billion, with all three figures marking record highs.

During its fiscal 2026 fourth-quarter earnings call, FactSet said it expects fiscal 2027 organic annual subscription value (ASV) growth of 5% to 6.5% and margin improvement of 25 to 75 basis points. The company also highlighted record ASV, momentum in artificial intelligence and its MCP business, and the BCC acquisition. It characterized the outlook as a routine annual guide rather than an unexpected market catalyst.

Micron Technology reported record fiscal fourth-quarter results, with revenue and margins coming in well above market expectations. The gains were driven mainly by AI-led demand for HBM (high-bandwidth memory) and data centers. The company also issued forward guidance that materially exceeded consensus and said it has secured HBM contracts through 2027, with growth expected to continue into 2028.

A federal judge approved a settlement that clears the final regulatory hurdle for Paramount’s $111 billion acquisition of Warner Bros. Discovery, with the deal expected to close on Oct. 6. The settlement requires the combined company to release at least 30 theatrical films a year for the first two years, rising to 32 for the next three, while meeting minimum levels for wide and independent releases and ensuring more than half are produced or co-produced in-house. Missing the quota triggers a $30 million per-film penalty, and continued shortfalls could force Paramount to divest its stake in Miramax. The transaction had faced an antitrust challenge alleging reduced competition across streaming, news and theatrical distribution.