June 2026 — page 2
Merck KGaA to Buy Bio-Techne in $11.3 Billion All-Cash Deal
The acquisition would unite two life-sciences leaders to support customers across discovery, development, and commercial manufacturing workflows.
Onsemi to Buy Synaptics in $7 Billion All-Stock Deal
The acquisition would extend onsemi’s reach into edge AI and expand its total addressable market to $243 billion by 2030.
Permira-Led Group Completes $8.4 Billion Take-Private of Clearwater Analytics
The all-cash deal at $24.55 a share positions the investment-management platform to accelerate its AI roadmap away from public-market scrutiny.
Retail Tariff Pressure Starts to Ease
Four retailers show tariff costs shifting from a margin shock toward a refund question, though exposure has not disappeared.
Raymond James AUM Surge Masks Loan Slowdown
The brokerage’s assets under management jumped 35% YoY to $342.7 billion in May, fueled by an April acquisition.
Paychex Profit Jumps as Costs Flatten
The payroll processor’s operating margin hit 37.7% after acquisition-related expenses eased.
Micron Revenue Surges 346% to Record as AI Memory Demand Accelerates
The chipmaker posted $25.11 in non-GAAP earnings per share, more than double the prior quarter, as data-center memory revenue nearly tripled year over year.
Ionis Lifts Sales Outlook After FDA Broadens TRYNGOLZA Label
The biotech raised its 2026 revenue forecast by $75 million after total revenue nearly doubled year-over-year to $246 million in the first quarter.
When Title Scale Meets Cash Walls
Title insurers are showing stronger margins, but the sturdier case is shifting from who has the largest platform to whose earnings and cash are least exposed when pricing or volume turns.
Texas Pacific Land Posts Record Revenue on Oil Royalties, Data-Center Land Sale
The land and royalty company reported $236.8 million in quarterly revenue, a 21% year-over-year increase driven by higher oil prices and a new data-center land transaction.
Quantum Computing posts first revenue from acquisitions
The company swung to a $4.1 million net loss after booking $3.7 million in quarterly sales.
Keurig Dr Pepper posts accelerating sales growth
The beverage company reaffirmed its 2026 guidance after full-year net sales rose 8.6% on a constant-currency basis.
F5 Growth Slows as Cyber Costs Weigh on Margins
The application-security provider raised its full-year revenue outlook despite a sharp deceleration in systems sales.
Blackstone Fee-Related Earnings Rise 23% on AUM Growth
Fee-earning assets under management climbed 9% year-over-year to $937.6 billion in the first quarter.
Texas Pacific Land to Sell Reeves County Assets for Data-Center Power Hub
The landowner will supply land and brackish water for Chevron’s giga-watt power plant in exchange for cash and exclusive water-sourcing rights.
Quantum Computing to Buy NHanced Semiconductors in $73 Million Mixed Deal
The acquisition launches QCi's second fabrication facility, accelerating its thin-film lithium niobate platform toward commercial-scale production.
FirstCash to Buy Ramsdens in $273 Million All-Cash Deal
The acquisition deepens FirstCash's U.K. footprint just months after it completed its takeover of H&T, consolidating the pawnbroker's position as the largest publicly traded pawn platform across the Americas and Britain.
OBBBA tax law reshapes R&D cash flows
Five US companies report mixed impacts from the July 2025 tax overhaul, with R&D expensing rules driving near-term cash benefits.
Investment Spending Emerges as the Week's Common Thread
Across 22 companies spanning 10 industries, the loudest signal this week was capital commitment: data centers, infrastructure, storage acquisitions, and balance-sheet discipline all pointed toward continued investment.
Public Storage buys into Canada with $1.2B deal
The self-storage operator reported first-quarter net income of $2.71 a share, up 33% from a year earlier.
Comfort Systems USA revenue jumps 51% on technology demand
The mechanical and electrical contractor reported first-quarter net income of $370.4 million.
Digital Realty Posts Record Bookings, Raises Full-Year Outlook
The data-center REIT signed leases expected to generate $707 million in annualized rent, a company record, and lifted its 2026 Core FFO guidance to $8.00-$8.10 a share.
Bitmine Hits $10.7B Treasury; Booz Allen Expands Defense Tech
A wave of corporate restructuring and capital raises defines the day's activity across financial and healthcare sectors.
CRH bets $8.5B on U.S. aggregates leader Arcosa
The building-materials giant called the deal accretive to earnings, margin, and cash flow within 12 months of closing.
Centene lifts profit outlook after earnings jump
The health insurer raised its 2026 adjusted earnings guidance above $3.40 a share.
Align Technology announces board leadership transition
The medical device maker named Kevin Conroy to succeed C. Raymond Larkin, Jr. as chairman.
AbbVie buys Apogee for $10.9 billion as immunology sales accelerate
The drugmaker raised its full-year earnings guidance despite a $0.41 hit from acquired R&D costs.
Public Storage to Buy Public Storage Canada in $1.2 Billion Mixed Deal
The acquisition aims to scale the company's footprint in Canadian markets characterized by low per capita supply and strong population growth.
Middleby to Spin Off Midera Food Processing in Strategic Separation
The separation is intended to allow both entities to accelerate growth as independent companies with distinct strategic focuses in their respective markets [1][2].
Digital Realty to Buy Columbia Capital in $485 Million Mixed Deal
The acquisition accelerates Digital Realty's private-capital platform and deepens its reach into adjacent digital infrastructure sectors as AI demand surges.
CRH to Buy Arcosa in $8.5 Billion All-Cash Deal
The acquisition advances CRH’s strategy to dominate North America’s infrastructure megatrends with an aggregates-led portfolio.
Booz Allen to Buy Ultra Mission Solutions in $720 Million All-Cash Deal
Acquisition aims to accelerate delivery of defense tech products into national security missions with mission-critical software and encryption.
AbbVie to Buy Apogee Therapeutics in $10.9 Billion All-Cash Deal
The acquisition adds clinical-stage immunology assets in atopic dermatitis and asthma, deepening AbbVie's respiratory pipeline.
Fiserv and EquipmentShare Lead Heavy Insider Buying
Six Fiserv insiders and a cluster at EquipmentShare committed millions in open-market purchases this week.
Enterprise Software Vendors Race to Rebrand Around Agentic AI
Five major platform companies have repositioned their core identities around autonomous AI agents in recent filings, signaling a rapid industry-wide pivot.
Tariffs and Macro headwinds squeeze consumer discretionary
Smaller firms are reporting a sharp divergence between struggling consumer-facing businesses and booming AI and defense sectors.
Regional Banks Shed Risk as Hospitality Recovers
United Community Banks is offloading its equipment finance arm to slash charge-offs and boost capital.
Steel Dynamics lifts profit view on metal-margin surge
The steelmaker set second-quarter earnings guidance 75% above year-ago levels.
Kroger Cuts Buyback as Sales Growth Slows to 1% and Margins Narrow
The grocer reaffirmed its full-year adjusted EPS outlook of $5.10 to $5.30 despite identical sales without fuel slowing to 1.0% in the first quarter.
Janus Henderson Faces Fee Compression Ahead of Take-Private Close
The asset management firm reported assets under management of $480 billion as it prepares to transition to a privately held company.
Liberty Media profit flips as Formula 1 races ahead
The media-and-motorsports company posted $107 million in Formula 1 operating income after a $28 million loss a year earlier.
Bitmine Adds $800 Million in Crypto Holdings as ETH Stash Nears 5% Supply Goal
The Ethereum treasury company's total crypto and cash holdings climbed to $10.4 billion in a single week, fueled by a $274 million preferred-stock offering and rising ETH prices.
Allstate posts modest policy growth amid pricing shifts
The insurer added 1 million policies in force in the quarter, reaching 212 million.
Allegro Microsystems sales jump 26% on data-center demand
The sensor-chip supplier reported record data-center revenue at 14% of total sales.
Chicago Atlantic to Buy BDC Peer in All-Stock Merger
The deal would create a scaled business-development company focused on cannabis and lower-middle-market lending while preserving credit quality and portfolio yield.
Ondas to Buy Cyberhawk in $125 Million Mixed-Structure Deal
The acquisition extends Ondas's autonomous-intelligence platform into critical-infrastructure markets spanning utilities and energy networks.
Trian, General Catalyst to Buy Janus Henderson in $6.9 Billion All-Cash Deal
The take-private agreement at $52 a share follows regulatory approvals and client consents, positioning the asset manager for growth as a private company.
AI Data Centers Fuel Power Construction Surge
Six infrastructure and tech firms report intensifying demand for power generation projects tied to AI-driven electricity needs.
SharonAI Secures $1.6 Billion Financing to Expand AI Infrastructure
The company reached 132MW of total AI Factory capacity following a strategic collaboration with NVIDIA.
Progressive earnings jump 36% on premium growth
The insurer posted $2.47 a share in May, up from $1.81 a year earlier.