Bloom Energy, Illumina, and Everpure Set to Join S&P 500; Others to Join S&P 100, S&P MidCap 400, and S&P SmallCap 600
https://www.spglobal.com/spdji/en//documents/indexnews/announcements/20260904-1484999/1484999_shuffle5461-sept2026.pdf
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Filed: 2026-08-17 AccNo: 0001193125-26-354010 Size: 327 KB Item 8.01: Other Events Item 9.01: Financial Statements and Exhibits
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https://www.spglobal.com/spdji/en//documents/indexnews/announcements/20260904-1484999/1484999_shuffle5461-sept2026.pdf
Recent earnings in life sciences technology reveal that the market is rewarding companies with proprietary data and systems of record over those selling software or AI models alone. Veeva Systems beat expectations with strong AI product adoption, while Certara missed on modest software growth and Recursion Pharmaceuticals fell short on revenue expectations. MindWalk Holdings, which owns curated biological data infrastructure, is positioned to benefit from this trend with its HYFT Technology and newly launched ReefIQ platform, though it remains unprofitable with modest recurring revenue.
Thermo Fisher Scientific unveiled the EMPAD G2 detector, enabling faster 4D STEM materials analysis at 10,000 frames per second with atomic-scale characterization. The detector integrates with Velox software for simplified analysis. The global 4D STEM market is projected to grow from $68 million in 2024 to $110 million by 2031 at a 6.6% CAGR, supporting TMO's growth prospects in analytical instruments.