The Tip Desk

July 2026 — page 10

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Willis Lease to Buy 12 Aircraft, 13 Engines in Asset Deal

The transaction strengthens the company’s aftermarket and leasing capabilities across the aviation asset lifecycle.
Deals · July 15, 2026

Ligand Completes $739 Million All-Cash Acquisition of XOMA Royalty

The deal adds more than 120 royalty assets to Ligand's portfolio, including seven commercial-stage products, and includes contingent value rights tied to pending litigation.
Deals · July 15, 2026

First Bancorp to Buy First Carolina Bancshares in $166 Million Deal

The mixed cash-and-stock deal pushes First Bancorp's First Bank into the top 10 for deposit share in both Carolinas, betting on a target it says shares its relationship-banking playbook.
Deals · July 15, 2026

Apollo Funds Completes $1.5 Billion Buyout of Emerald Holding

The all-cash deal unites two B2B events platforms under private ownership to capture demand for in-person industry gatherings.
Deals · July 15, 2026

Diodes to Buy ElevATE Semiconductor in $250 Million Cash Deal

The acquisition expands Diodes' analog and mixed-signal portfolio to target growth in the automated test equipment market.
Deals · July 15, 2026

Companies Warn AI Threatens Their Own Business Models

Across four industries, companies are flagging AI as both an operational necessity and a competitive and legal menace in their latest annual reports.
Filing Trends · July 15, 2026

Lynrock Lake LP Secures Board Seat at Yext

The investor is transitioning its reporting status as Ms. Paul joins the board of directors.
Stake Watch · July 14, 2026

Wells Fargo Loan Growth Outpaces NIM Erosion as Fee Income Surges

Wells Fargo & Company (WFC) grew average loans 12% year over year to $1,026.5 billion even as its net interest margin compressed to 2.43%, while noninterest income jumped 13% on capital-markets strength.
Earnings · July 14, 2026

Tactile Medical Lifts Guidance as Lymphedema Sales Accelerate

The medical-device maker raised its full-year revenue outlook by $3 million at both ends of the range after first-quarter sales rose 23%.
Earnings · July 14, 2026

Northern Oil & Gas Boosts Buyback as Permian Curtailments Trim Output

The oil and gas producer repurchased nearly 3 million shares in the second quarter while Waha-region shut-ins cut estimated oil production to as low as 67,500 barrels a day.
Earnings · July 14, 2026

Klaviyo customer base tops 196,000 as AI drives revenue

The marketing-automation platform reported 13.5% year-over-year growth in revenue from repeat customers during last year’s Black Friday weekend.
Earnings · July 14, 2026

JPMorgan Chase Markets Revenue Surges as Investment Banking Rebounds

Net interest income rose 10% year-over-year to $25.6 billion in the second quarter.
Earnings · July 14, 2026

Cleanspark locks $6.6 billion data-center lease

The bitcoin miner-turned-infrastructure firm swung to a $378.3 million quarterly loss as it pivoted to AI hosting.
Earnings · July 14, 2026

Bitmine Boosts ETH Holdings as Staking Yields Dip

The crypto infrastructure firm now holds 5.77 million ETH tokens, or 4.8% of total supply.
Earnings · July 14, 2026

Bank of America Revenue Growth Accelerates to 15%

Second-quarter revenue reached $31.6 billion, up 15% from a year earlier, as operating leverage widened to 6.6% and Global Markets sales and trading hit a 17th straight year-over-year gain.
Earnings · July 14, 2026

Astrana Health Posts Record ACO Savings as Revenue Growth Holds at 56%

Astrana Health's affiliated accountable care organizations generated $120.4 million in gross shared savings for the 2024 performance year, with all eight ACOs turning a net profit for the first time.
Earnings · July 14, 2026

Williams to Sell $5.34 Billion Stake in Power Innovation Projects to Blackstone

The pipeline giant partners with Blackstone, Apollo and KKR to fund its energy-infrastructure buildout while preserving balance-sheet capacity.
Deals · July 14, 2026

Energy Fuels to Buy VAC in $1.25 Billion Mine-to-Magnet Deal

The acquisition would create a fully integrated rare earth supply chain outside China, securing critical midstream metal and alloy capabilities.
Deals · July 14, 2026

Tactile Systems to Buy MyoSleeve Distribution Rights in $3 Million Deal

The asset purchase adds a wearable compression device to the company’s portfolio for earlier-stage chronic swelling patients.
Deals · July 14, 2026

Construction Partners to Acquire Ellsworth Construction

The acquisition expands the civil infrastructure company's footprint in Oklahoma's fastest-growing metropolitan areas.
Deals · July 14, 2026

Ferguson to Buy FloWorks in $1.6 Billion All-Cash Deal

The acquisition adds industrial distribution capabilities and geographic reach that Ferguson plans to extend across its non-residential customer base.
Deals · July 14, 2026

Supreme Court ruling sparks tariff refund wave

Companies begin reclaiming IEEPA tariffs after the Court’s decision, though recovery remains uneven and uncertain.
Filing Trends · July 13, 2026

Gary Friedman reduces RH stake

The RH executive sold shares to fund personal residence improvements and debt repayment.
Stake Watch · July 13, 2026

Capex Push Cuts Across Banking, Industrials, Health and Retail

Eight companies disclosed economic commentary this week across five industries, and seven of them, from banking to biotech to storage, pointed to capital deployment as the throughline.
Economy Survey · July 13, 2026

First Hawaiian to Buy TriCo in All-Stock Deal

The combined Pacific bank is expected to have about $34 billion of assets, with TriCo shareholders receiving 2.095 First Hawaiian shares, or $63.12 a share.
Earnings · July 13, 2026

Plug Power Turns to Asset Sales as Cash Position Slides

Plug Power's unrestricted cash fell to roughly $162 million at quarter-end, down from $223 million three months earlier, pushing the company to lean on asset sales for liquidity.
Earnings · July 13, 2026

First Hawaiian's NIM Hits Five-Quarter High as TriCo Deal Reshapes Footprint

Net interest margin expanded 6 basis points to 3.25%, the strongest in five quarters, as the Hawaii lender agreed to acquire TriCo Bancshares in a $63.12-a-share all-stock deal.
Earnings · July 13, 2026

Babcock & Wilcox Bookings Jump 1,971% on Project Volume

The energy technology provider reduced net debt to $42.4 million as of March 31, 2026, down from $349.3 million a year earlier.
Earnings · July 13, 2026

First Hawaiian to Buy TriCo Bancshares in $2.02 Billion All-Stock Deal

The combination creates the leading Pacific banking franchise and gives First Hawaiian its long-sought scale on the California mainland.
Deals · July 13, 2026

Plug Power to Buy Texas, New York Projects in $218.5 Million Asset Deal

The transactions advance Plug’s infrastructure optimization plan targeting over $275 million in liquidity improvement.
Deals · July 13, 2026

First Hawaiian to Buy TriCo Bancshares in $2.02 Billion All-Stock Deal

The transaction aims to create a leading Pacific banking franchise by accelerating First Hawaiian's growth on the U.S. mainland.
Deals · July 13, 2026

DT Midstream expands interstate footprint via ONEOK acquisition

The company secured a 55% revenue increase for its Viking Gas Transmission unit through a FERC-approved settlement.
Utility Annual Reviews · July 12, 2026

HF Sinclair Maintains Midstream Structure Across Delaware Pipeline Entities

The company's regulated pipeline operations remained centered on its Delaware-incorporated limited liability subsidiaries during the 2024 reporting cycle.
Utility Annual Reviews · July 11, 2026

Ameren accelerates coal retirement and expands MISO transmission footprint

The holding company utilized securitized bonds to fund the closure of the Rush Island Energy Center while pursuing long-range transmission projects in Illinois and Missouri.
Utility Annual Reviews · July 11, 2026

Occidental Petroleum Income Rises on Higher Crude Prices

The energy company reported oil and gas pre-tax income of $1.0 billion for the first quarter.
Earnings · July 11, 2026

Invesco Flows Stall as Passive Demand Cools

Net long-term inflows collapsed to $8.0 billion in the second quarter, down from $18.9 billion in the prior period.
Earnings · July 11, 2026

New AI Module Turns 3D Pose Data Into Biomechanical Insights

BioModule enables standard 3D skeletal tracking to predict how the body loads and activates without requiring new hardware.
ArXiv Research · July 11, 2026

RL Agent Optimizes Bitcoin Lightning Network Liquidity

A new graph reinforcement learning approach maximizes routing capacity by strategically placing liquidity under fixed budget constraints.
ArXiv Research · July 11, 2026

Stablecoins Fail as Uniform Safe Havens During Market Stress

New registry-based data from Austrian service providers reveals a sharp divide in how retail and institutional actors move assets during financial shocks.
ArXiv Research · July 11, 2026

New Framework Fixes Value Forecasting in Recommender Systems

PIT-SUN improves the accuracy of high-value metrics like LTV and GMV by solving a fundamental mathematical conflict in target transformation.
ArXiv Research · July 11, 2026

MiLSD Brings Line Detection to Low-Cost Microcontrollers

A new micro-detector enables high-accuracy line segment detection within a sub-megabyte memory budget for edge AI.
ArXiv Research · July 11, 2026

TopoBrick Enables Zero-Shot IoT Forecasting via Topology Sampling

A new training-free framework uses building knowledge graphs to select the most relevant exogenous variables for sensor forecasting.
ArXiv Research · July 11, 2026

U.S. Economic News Sentiment is Becoming More Persistent

Analysis of 45 years of newspaper data shows sentiment shocks now linger longer and resist short-term correction.
ArXiv Research · July 11, 2026

Physics-Based Model Shows Proportional Taxes Fail to Redistribute

New research using the Fokker-Planck framework suggests only progressive taxes can shift wealth distributions within policy-relevant timescales.
ArXiv Research · July 11, 2026

New Model Quantifies Coordination Risks in Regime Change

Researchers have developed an estimable framework to separate the feasibility of a coup from the perceived benefits of overthrowing a government.
ArXiv Research · July 11, 2026

AdaStop Cuts AI Testing Costs via Dynamic Stopping

A new cost-benefit framework allows developers to stop labeling test data once the marginal value of finding faults drops below the cost of labor.
ArXiv Research · July 11, 2026

High-Frequency Data Can Mask Massive Forecasting Errors

New research reveals a 'Granularity Paradox' where finer time-series data improves in-sample fit while compounding out-of-sample failure.
ArXiv Research · July 11, 2026

New Sinhala Dataset Enables Fine-Grained Market Sentiment Analysis

The SalAngaBhava dataset allows NLP models to move beyond general sentiment to specific product aspects in a low-resource language.
ArXiv Research · July 11, 2026

US Private Ag R&D Shifts Toward State-Level Dispersion

New patent-based data reveals that private agricultural innovation is highly persistent and closely tied to the size of state agricultural economies.
ArXiv Research · July 11, 2026

IMF Growth Impact May Be Statistically Negligible

A rigorous reanalysis suggests that the perceived positive effect of IMF programs on economic growth lacks robustness.
ArXiv Research · July 11, 2026