Markets

Rocket Companies (RKT) extended the expiration date to September 30, 2025, for its tender offers and consent solicitations regarding Nationstar’s senior notes, a subsidiary of Mr. Cooper. The offers are linked to Rocket’s pending acquisition of Mr. Cooper. Rocket secured consents to amend indentures, removing change of control offer requirements. As of September 2, 2025, approximately 88% and 89% of the 2030 and 2031 notes, respectively, were tendered. The offers are subject to customary conditions, including the completion of the Mr. Cooper acquisition.

Evolution Petroleum (EPM) will release its Q4 and fiscal year-end 2025 results on September 16, 2025, after market close. A conference call to discuss the results, featuring CEO Kelly Loyd, CFO Ryan Stash, and COO Mark Bunch, is scheduled for September 17, 2025, at 10:00 a.m. Central Time. Investors can access the call via dial-in or webcast, with a replay available until September 16, 2026. The company focuses on maximizing shareholder returns through onshore oil and gas property ownership.

Charter Communications (CHTR) President and CEO Christopher Winfrey will present at the Goldman Sachs Communacopia + Technology Conference on September 9, 2025. His presentation, starting at 10:50 a.m. PT, is expected to cover Charter’s strategic direction in the competitive broadband market. Charter provides services to over 57 million homes and businesses via its Spectrum brand. A live webcast will be available on Charter’s investor relations website, ir.charter.com.

Limestone Branch Distillery announces the 2025 Yellowstone Limited Edition, celebrating a decade of exceptional bourbon. This year’s release is a blend of three unique 10-year-old straight bourbon whiskeys from Indiana and Kentucky, bottled at 105 proof. Developed in collaboration with Ross & Squibb Distillery, this commemorative edition will be available in September for $99.99. Expect vanilla, oak, and citrus aromas and rich caramel, vanilla, and toffee on the palate. The limited release is 10,000 cases.

In a benchmark test simulating social dynamics, seven LLMs played the game Werewolf. GPT-5 significantly outperformed the others with a 96.7% win rate, demonstrating superior strategic thinking and manipulation skills. Other models, including Qwen3 and Kimi-K2, showed respectable performance. Analysis revealed distinct personality traits in each model; for example, Kimi-K2 exhibited aggressive tactics. The experiment highlights the importance of social skills for AI agents operating within human teams, alongside traditional benchmarks.

Boost Mobile partners with Liquid Death, featuring Tony Cavalero as “Cellphone Bill,” to challenge the traditional wireless industry. The comedic campaign highlights Boost Mobile’s transparent $25/month “Escape Plan” for BYOD customers, contrasting it with competitors’ hidden fees and contracts. This collaboration reflects both brands’ commitment to disrupting the status quo and offering consumers better value and transparency, especially as other carriers raise prices.

Bayhorse Silver (BHSIF) renewed its silver/copper concentrate Offtake Agreement with Ocean Partners, increasing the shipping volume to 400 tons. Bayhorse plans to process company and third-party material at its Payette, Idaho facility. Mining rate expansion to 200 tons/day is planned, utilizing ore-sorting technology for silver content upgrades. A new mineralized zone was discovered with high-grade silver assays, prompting the planning of a 65-foot decline. While promising, a feasibility study of mineral reserves is still needed for the production decision.

Chinese web novel author Tiancan Tudou (“Battle Through the Heavens”) publicly criticized the anime adaptation of his work during a live stream. He expressed frustration over deviations from the source material, particularly the character design of “Scorpion” and plot alterations. Tudou lamented his lack of control due to selling the adaptation rights early in his career for a minimal sum, highlighting the challenges authors face with adaptations when relinquishing copyright control. He admitted to no longer watching the series due to its unfaithfulness.

Dream Finders Homes (DFH) announced a proposed offering of up to $300 million in unsecured senior notes due 2030. The proceeds would be used to reduce borrowings under its revolving credit facility and for general corporate purposes. The notes will be guaranteed by DFH’s subsidiaries. The offering’s success depends on market conditions and is limited to qualified institutional buyers and non-U.S. persons. DFH, a rapidly expanding homebuilder, operates across multiple states and offers mortgage financing and title services.

Sumitomo Corporation, SMBC Aviation Capital, Apollo, and Brookfield will acquire Air Lease Corporation for approximately $7.4 billion, rebranding it as Sumisho Air Lease. The deal, expected to close in the first half of 2026, involves Sumisho Air Lease acquiring Air Lease’s orderbook, while SMBC Aviation Capital will service its portfolio. Apollo and Brookfield will provide capital for the acquisition. The new entity aims to capitalize on airline and investor demand with a fleet of new technology aircraft.