The Tip Desk

July 2026 — page 8

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CMA CGM Group to Buy FedEx Supply Chain in $1.4 Billion Deal

The divestiture is part of a strategic portfolio streamlining effort by FedEx as it reshapes its global logistics footprint.
Deals · July 21, 2026

EQT Completes $77 Million Acquisition of Blackline Midstream

The all-cash asset deal gives EQT (EQT) new propane infrastructure to sharpen flow assurance and open international supply channels as it deepens its vertical-integration push.
Deals · July 21, 2026

Equifax to Buy Círculo de Crédito in $750 Million Mexico Deal

Equifax is adding Mexico's fastest-growing credit bureau in a bolt-on that fits the company's stated formula of accretive acquisitions paired with continued shareholder returns.
Deals · July 21, 2026

NTT Data to Buy a German Cloud Integrator for €640 Million

The purchase extends a run of mid-sized European acquisitions by Japanese IT services groups.
Deals · July 20, 2026

Baxter Recalls Hillrom Volara Patient Circuits

Baxter International recalled the Hillrom Volara P.Circuit 5Kit due to reports of air and medication leakage from the nebulizer cup.
FDA · July 20, 2026

Baxter Recalls Hillrom Volara Patient Circuit

Baxter recalled a Hillrom Volara patient circuit after reports of air and medication leakage from the nebulizer cup during therapy.
FDA · July 20, 2026

Baxter Recalls Hillrom Volara Circuit Kits in Class I Action

Baxter International recalled Hillrom Volara System patient circuit kits after the FDA said a nebulizer cup could leak air and medication during therapy, designating the action Class I.
FDA · July 20, 2026

Baxter Recalls Hillrom VOLARA Circuit Kit

Baxter recalled a Hillrom VOLARA patient circuit kit after reports of air and medication leakage from the nebulizer cup during therapy.
FDA · July 20, 2026

Zions' Margin Holds at 3.27% as Credit Costs Collapse and Buybacks Resume

Zions Bancorporation (ZION) grew net interest income 4% YoY to $677 million in the second quarter as loan growth accelerated to an 8% annualized pace and the CET1 ratio climbed to an estimated 11.8%.
Earnings · July 20, 2026

W. R. Berkley Premium Growth Accelerates as Underwriting Improves

The insurer’s combined ratio improved to 90.0% as catastrophe losses declined.
Earnings · July 20, 2026

Royal Caribbean Lowers Annual Profit Guidance Despite Revenue Growth

The cruise operator reported first-quarter revenue of $4.5 billion, an 11% increase from the prior year.
Earnings · July 20, 2026

Gold Resource Completes Goldgroup Merger, Ends Standalone Listing

Shareholders received 0.3619 Goldgroup shares for each Gold Resource share.
Deals · July 20, 2026

Domino's Pizza reports slowing global retail sales growth

Global retail sales growth, excluding foreign currency impact, decelerated to 3.0% in the second quarter.
Earnings · July 20, 2026

Crown Holdings Raises Full-Year Profit Outlook on Beverage Can Demand

Crown Holdings posted second-quarter adjusted earnings of $2.49 a share, up 16% from a year earlier, and raised its full-year guidance for the second time in 2026.
Earnings · July 20, 2026

Bok Financial Net Income Rises to $176.5 Million

The regional bank reported a net income of $176.5 million for the second quarter of 2026.
Earnings · July 20, 2026

Zurn Elkay Water Solutions to Acquire Intellihot

The acquisition marks Zurn Elkay's initial expansion into the commercial tankless water heating market to provide integrated building solutions.
Deals · July 20, 2026

Blackstone Extends $11.5 Billion TXNM Energy Cash Deal

The extension gave the companies more time to secure New Mexico approval for a utility acquisition aimed at funding grid growth and clean-energy investment.
Deals · July 20, 2026

Tempus AI to Buy Personalis in $1.5 Billion Mixed Deal

The acquisition would bring Personalis’ residual-disease testing into Tempus’ AI-enabled precision-oncology platform.
Deals · July 20, 2026

Tempus AI to Buy Personalis in $1.5 Billion Mixed Deal

The acquisition would fold Personalis’ residual-disease tests into Tempus’ AI-enabled precision-oncology platform.
Deals · July 20, 2026

Magnolia Oil & Gas to Buy WildFire Energy in $4.06 Billion Deal

The deal more than doubles Magnolia's Giddings footprint and knits together a contiguous Eagle Ford and Austin Chalk position in South Texas, all while staying immediately accretive to per-share metrics.
Deals · July 20, 2026

Brookfield, CPP Investments to Buy LXP in $5.2 Billion Cash Deal

The buyers targeted a nationwide logistics portfolio with durable leases and opportunities for active asset management.
Deals · July 20, 2026

Cracker Barrel to Sell Maple Street Biscuit Company Assets to Biscuit Belly

The divestiture is intended to sharpen the company's focus on its core brand and improve overall profitability.
Deals · July 20, 2026

Cardinal Health to Buy AdaptHealth's Diabetes Unit for $235 Million

The all-cash asset deal lets AdaptHealth shed its diabetes device business to sharpen its focus on sleep and respiratory care in the home.
Deals · July 20, 2026

Enbridge Pursues Aggressive Rate Adjustments Across Northeast Gas Portfolio

The company filed significant Section 4 rate cases for its Algonquin and Maritimes subsidiaries while securing a settlement for Texas Eastern.
Utility Annual Reviews · July 19, 2026

Enbridge halts Sandpiper Project amid regulatory hurdles in 2024 review

The pipeline operator maintained a 10% after-tax return on equity for its Southern Lights assets while streamlining affiliate service costs.
Utility Annual Reviews · July 18, 2026

American Electric Power streamlines Texas generation as capex rises

The holding company completed its exit from the Texas generation business while expanding capital liabilities across its Ohio and Texas subsidiaries.
Utility Annual Reviews · July 18, 2026

New ML Framework Links Blockchain Activity to Market Sentiment

A new classification model integrates on-chain transactions and social media data to decode Bitcoin market emotion with high reliability.
ArXiv Research · July 18, 2026

Clustering algorithms outperform manual wind farm data filtering

New research shows automated clustering can identify subtle operational outliers in offshore wind SCADA data more accurately than human experts.
ArXiv Research · July 18, 2026

New Generative Framework Solves Angular Data Errors

The ANGLE framework enables precise non-parametric regression for circular data, improving pose estimation and wind prediction.
ArXiv Research · July 18, 2026

Small Vision Models Now Rival Frontier AI in Factory Inspection

A new distillation method allows 3B-parameter models to outperform frontier VLMs in industrial defect detection using as few as 18 labeled images.
ArXiv Research · July 18, 2026

Netskope and Gloo Lead Weekly Insider Buying Clusters

Six companies saw coordinated open-market purchases by executives and directors this week.
Insider Signal · July 17, 2026

CFTC Eases Margin Rules for Seeded Funds and Collateral

New amendments reduce initial margin burdens for start-up investment funds and expand the scope of eligible collateral for uncleared swaps.
Rule Changes · July 17, 2026

WaFd Holds Margin as Credit Provision Climbs

Net interest income rose 2% QoQ to $181.3 million as funding costs eased.
Earnings · July 17, 2026

Travelers Profit Climbs as Catastrophe Losses Decline

The insurer’s combined ratio improved 6.7 points to 83.6%.
Earnings · July 17, 2026

Regions Financial Loan Growth Accelerates as Deposit Costs Keep Falling

Regions Financial (RF) grew net interest income 2.3% to $1,277 million in the second quarter as average loans posted their fastest sequential growth in five quarters, even as net interest margin slipped 1 basis point to 3.66%.
Earnings · July 17, 2026

Energy Vault Backlog Swells as CFO Departs Amid Revenue Swings

Energy Vault Holdings (NRGV) flagged a material increase in contract backlog even as quarterly revenue swung from $153.3 million to $21.9 million between successive quarters.
Earnings · July 17, 2026

Netflix Narrows 2026 Revenue Range After Slower Quarter

Second-quarter revenue reached $12.6 billion, up 13% from a year earlier, as the company tightened its 2026 forecast to $51.0 billion to $51.4 billion.
Earnings · July 17, 2026

ManpowerGroup Returns to Profit as Adjusted EPS Hits Five-Quarter High

ManpowerGroup swung to $53.5 million in net earnings and posted adjusted earnings of $0.99 a share, its strongest print in five quarters.
Earnings · July 17, 2026

Intuitive Surgical Lifts Margin Outlook as Procedure Growth Slows

The company raised its 2026 adjusted gross-margin forecast to 68.0%-69.0%.
Earnings · July 17, 2026

Howard Hughes Names Insurance Chiefs as MPC Growth Slows

Howard Hughes Holdings reported Q1 2026 net income of $8.2 million, down from $10.5 million a year earlier, as it installed new leadership atop its recently closed $2.1 billion Vantage insurance acquisition.
Earnings · July 17, 2026

Gyre Therapeutics Swings to Loss as Spending Outpaces Sales Growth

Gyre Therapeutics posted a $9.9 million net loss for the first quarter, its most recent financial disclosure, after operating expenses jumped $12.1 million.
Earnings · July 17, 2026

Fifth Third Net Interest Income Rises 48% on Comerica Integration

Net interest margin expanded 24 basis points year-over-year to 3.36% as the bank integrated its latest acquisition.
Earnings · July 17, 2026

Arcutis Adds Mirum CEO to Board as ZORYVE Turns Profitable

Arcutis Biotherapeutics named Mirum Pharmaceuticals CEO Chris Peetz to its board effective July 15, 2026, a governance move that arrives without the quarterly revenue or guidance update that accompanied each of its prior four releases.
Earnings · July 17, 2026

Autoliv Reaffirms Outlook as Organic Growth Stays Muted

Operating cash flow reached $434 million as working capital shifted from a use of cash to a source.
Earnings · July 17, 2026

Alcoa Posts Record Revenue as Aluminum Shipments Rebound

Adjusted earnings climbed to $2.12 a share from $1.40 in the prior quarter.
Earnings · July 17, 2026

USA Rare Earth to Buy SVRE Holdings in $300 Million Mixed Deal

The acquisition utilizes a mixed consideration structure to integrate SVRE Holdings into USA Rare Earth's strategic operations.
Deals · July 17, 2026

Kimbell Royalty Partners to Buy $215.4 Million Drop Down Royalty Package

The related-party acquisition marks Kimbell's second drop down since its 2017 IPO and deepens its footprint across four basins including the Eagle Ford and Permian.
Deals · July 17, 2026

Four Corners Buys Mission Pet Health Properties in $268 Million Asset Deal

The acquisition expanded the REIT’s medical-retail exposure and deepened its relationship with a national veterinary operator.
Deals · July 17, 2026

LKCM Headwater to Buy Distribution Solutions Group in All-Cash Deal

The transaction will take the specialty distributor private through a deal offering an 81% premium to a March closing price.
Deals · July 17, 2026