Earnings reports made up most of the week's releases. Waters, Unisys and VIAVI raised or issued forward guidance. Applied Optoelectronics and Senstar Technologies reported sharp year-over-year revenue gains, and VIAVI posted revenue up 56.9%. Applied Optoelectronics and VIAVI both returned to GAAP profitability. Several companies reported GAAP losses tied to one-time items: Unisys cited a non-cash pension settlement loss, Zillow Group a $165 million class action settlement, and Waters acquisition-related charges.

Deals were the second thread. Waters said it acquired MOBILion Systems, and ECARX completed its purchase of the Flyme software business. Senstar Technologies is integrating Blickfeld. Outside earnings, Axon announced an additional investment of approximately $1.2 billion in drone maker Skydio and said it will become Skydio's exclusive public safety distributor in the U.S. and Canada.