Ideas
Walmart and TJX Buy Back More Stock
Retail giants kept buying shares while software and home-goods firms paused or stopped repurchases.
Industries
Baxter Recalls Duo-Vent Solution Sets
Baxter Healthcare Corporation issued a Class I recall of Duo-Vent Solution Sets after customer reports of air bubbles in the drip chamber and tubing.
Finance
RBC Posts Record $6.0 Billion Net Income
Wealth Management net income rose 32% year-over-year as fee-based client assets lifted the Canadian lender's $8.7 billion pre-provision, pre-tax earnings.
Deals
AMETEK Completes $5.0 Billion Indicor Instrumentation Acquisition
The industrial-technology company said the deal adds about $1.1 billion of sales and a roughly 50% aftermarket mix, with businesses folded into Electronic Instruments and Electromechanical groups.
Earnings
Marvell Posts Record $2.74 Billion Revenue
The data-infrastructure chipmaker guided third-quarter fiscal 2027 net revenue to $3.150 billion, plus or minus 5%.
Ideas
Electronics Distributors Face Widening Supply Chain Squeeze
Four electronics companies said memory, sole-source parts, supplier consolidation, and tariffs are tightening their supply chains at once.
Deals
Olin and Huntsman Shareholders Approve Merger of Equals
The all-stock combination of the two chemicals makers is expected to close in the first half of 2027.
Deals
Orion180 Insurance Group Files to Sell Class A Shares
The specialty homeowners insurer said it will use the proceeds as capital to grow the business and for general corporate purposes.
Earnings
Nvidia Third-Quarter Revenue Outlook Reaches $108 Billion
The AI chipmaker posted $96.2 billion in second-quarter sales and said it is not assuming any Data Center compute revenue from China in the new forecast.
Ideas
The ARR Inflection That Isn't Proven Yet
Digi International's recurring-revenue surge looks impressive on the surface, but the filing evidence cannot yet separate acquisition from organic momentum.
Finance
Stilwell Group Adds Letter Amendment at Wheeler REIT
The activist group reported a 49.99% stake in the real estate investment trust after new side agreements.
Industries
FDA Approves Bristol Myers Squibb's Zenbexus
The FDA cleared Zenbexus under NDA 221075 on Aug. 13, 2026.
Affirm RLTC Growth Accelerates to 41% Year Over Year
Revenue less transaction costs reached $498 million in the third fiscal quarter as GMV growth cooled to 35%.
Best Buy Lifts Comparable Sales Outlook to 3.0%
The electronics retailer posted 4.1% enterprise comparable sales growth in the 13 weeks ended Aug. 1 and raised full-year adjusted diluted EPS guidance to $6.70 to $6.90.
Dollar General Lifts Full-Year EPS Outlook to $8.00
The neighborhood general store posted $2.48 a share in the 13 weeks ended July 31, 2026, and raised its fiscal 2026 earnings range.
Gap Comparable Sales Turn Down 1% After Ninth Straight Gain
The apparel company posted $3.7 billion of second-quarter net sales and raised its adjusted full-year earnings outlook to about $2.35 to $2.45 a share.
Hormel Raises Adjusted Earnings Outlook to $1.45-$1.51
The branded food company posted $2.96 billion of third-quarter net sales as organic sales reversed from growth to a 2% decline.
Agilent Lifts Full-Year Revenue Outlook to $7.51 Billion
The lab-equipment maker posted $1.88 billion in third-quarter sales and raised non-GAAP earnings guidance to $6.18 to $6.21 a share.
Biohaven to Buy SK Biopharm's Kv7 Assets in $795 Million Deal
The clinical-stage biopharmaceutical company will pair its opakalim program with SK's epilepsy commercial platform.
Victory Capital to Buy First Eagle for $7.0 Billion
The San Antonio asset manager said the mixed-consideration deal adds a global value multi-asset franchise and a scaled CLO and alternative credit platform.
Navitas Semiconductor to Buy Claros in $232.8 Million Deal
The power-semiconductor maker said the acquisition completes its grid-to-xPU portfolio and advances its AI-infrastructure strategy under Navitas 2.0.
Par Pacific to Sell Laramie Energy for $485 Million
The Houston-based refiner will exit its 46% stake in the Western Colorado natural gas producer and book about $146 million of the cash consideration.
Valley National Bancorp to Buy Providence Financial for $247 Million
The mixed cash-and-stock deal adds a Chicagoland branch network to Valley’s commercial franchise.
Willis Lease Finance to Buy 12 Aircraft and 13 Engines
The aircraft-engine lessor said the asset purchase will expand its lease book and feed engine-based programs such as ConstantThrust.
Liminatus Pharma Short Crowding Reached 181.80% of Real Float
The biotech's real-float short crowding rose 107.29 percentage points versus the prior FINRA settlement.
Getty Investors Form Capital-Solutions Group With KED
Getty Investments and KED acknowledged a Section 13(d)(3) group on August 25, 2026, as Getty Images weighs financing alternatives.
Chemours and Chiron Lead Weekly Insider Buying Clusters
Six distinct insiders at Chemours and a $2.5 million commitment at Chiron Real Estate headline a week of concentrated open-market activity.
Banco do Brasil's Credit Costs Ease as Capital Ratio Slips Further
Banco do Brasil's cost of credit fell 2.1% quarter over quarter to R$18.5 billion in the second quarter, even as its CET1 ratio slid another 32 basis points to 11.27%.
BBVA Net Interest Income Rises 2.1% on Spanish Spread Growth
The global financial services group saw net interest income reach €7,627 million in the second quarter.
CaixaBank Raises Interest Income as Margin Narrows
Second-quarter net interest income rose 2.5% to €2.729 billion despite higher funding costs.
July Federal Deficit Widens to $432.3 Billion
A surge in monthly outlays and a dip in receipts drove the deficit higher than the same period last year.
U.S. Crude Inventories Build 4.4 Million Barrels in August Print
Crude oil stocks rose sharply while natural gas storage saw a modest injection amid rising retail power costs.
Treasury Yield Spread Narrows to 0.52 Percentage Points
New Treasury data shows a tightening yield curve alongside mixed labor and inflation signals from federal agencies.
Rates Pinch Credit as Backlogs Signal Uneven Demand
Companies across 14 industries flagged rising borrowing costs and mixed demand signals in their latest disclosures.
Sempra's Cameron Interstate Pipeline Locks In Steady Revenue on LNG Backbone
Cameron Interstate Pipeline held rates flat and construction quiet in 2024, leaning instead on a $410 million backlog of fixed-fee contracts tied to Sempra's Cameron LNG export venture.
MPLX's Twelve FERC Carriers Show Ozark Rate Win, THPP Standoff
MPLX's oil-pipeline subsidiaries closed out 2024 with a court victory on Ozark's market-based rates and an unresolved tribal-land dispute still idling part of the Tesoro High Plains system.
Supreme Court IEEPA Tariff Ruling Opens Refund Path for Importers
A February 2026 Supreme Court decision striking down IEEPA-based tariffs has triggered a refund process for U.S. importers, though new trade levies have quickly filled the gap.
Supply Chain Disruptions Spread Beyond Tariffs Into Labor and Tech
Six U.S. companies across disparate industries report intensifying multi-modal supply chain constraints spanning tariffs, skilled labor shortages, component bottlenecks, and logistics disruptions.
S-3 Shelf Push Reaches Six Issuers
Six companies sought accelerated effectiveness for Form S-3 shelf registrations in 2026, with four requests clustered in May after two earlier winter requests.
Casualty Costs Rise as Catastrophe Pressure Eases for Insurers
A split is emerging in US insurance loss trends, with specialty and casualty lines deteriorating even as property catastrophe pressures ease.
AI Compute Shifts Toward Modular and Co-Located Power
Infrastructure providers are pivoting to containerized data centers and direct energy asset co-location to bypass grid bottlenecks.
AI Infrastructure and Regulatory Risks Scale Across Sectors
Companies are flagging critical dependencies on a small number of cloud vendors and a fragmented global regulatory landscape.
State Intervention and the New Geopolitics of Trade
New research highlights how government policy is actively shaping global trade surpluses, maritime infrastructure, and the stability of digital assets.
Supreme Court IEEPA Tariff Ruling Opens Refund Path for Importers
A February 2026 Supreme Court decision striking down IEEPA-based tariffs has triggered a refund process for U.S. importers, though new trade levies have quickly filled the gap.
Sempra's Cameron Interstate Pipeline Locks In Steady Revenue on LNG Backbone
Cameron Interstate Pipeline held rates flat and construction quiet in 2024, leaning instead on a $410 million backlog of fixed-fee contracts tied to Sempra's Cameron LNG export venture.
MPLX's Twelve FERC Carriers Show Ozark Rate Win, THPP Standoff
MPLX's oil-pipeline subsidiaries closed out 2024 with a court victory on Ozark's market-based rates and an unresolved tribal-land dispute still idling part of the Tesoro High Plains system.
Dominion Energy Expands Gas and Wind Capacity Across Mid-Atlantic
The holding company is balancing a massive offshore wind build-out with new combined-cycle natural gas stations to meet regional demand.
Supply Chain Disruptions Spread Beyond Tariffs Into Labor and Tech
Six U.S. companies across disparate industries report intensifying multi-modal supply chain constraints spanning tariffs, skilled labor shortages, component bottlenecks, and logistics disruptions.
Casualty Costs Rise as Catastrophe Pressure Eases for Insurers
A split is emerging in US insurance loss trends, with specialty and casualty lines deteriorating even as property catastrophe pressures ease.
Navitas Semiconductor to Buy Claros in $232.8 Million Deal
The power-semiconductor maker said the acquisition completes its grid-to-xPU portfolio and advances its AI-infrastructure strategy under Navitas 2.0.
CrowdStrike Net New ARR Reaches Record $333 Million
The cybersecurity company lifted full-year fiscal 2027 net new ARR growth guidance to 34% at the midpoint after a 51% year-over-year acceleration.
Synopsys Lifts Full-Year Revenue Outlook to $9.715 Billion
The chip-design software maker posted third-quarter revenue of $2.477 billion and non-GAAP earnings of $3.91 a share, above the high end of its prior range.
Intuit Posts $21.4 Billion Fiscal 2026 Revenue
Fourth-quarter revenue rose 14% to $4.4 billion, a faster pace than the 10% gain in the third quarter.
Semtech Sales Reach Record $341.9 Million
The semiconductor maker guided third-quarter net sales of $410.0 million plus or minus $5.0 million.
Zoom Enterprise Revenue Grows 7.8% to $787.5 Million
The collaboration software company posted second-quarter revenue of $1,277.2 million, up 4.9% from a year earlier.