The Tip Desk

July 2026 — page 9

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Uber to Buy Delivery Hero in $14.8 Billion All-Cash Deal

The combination would nearly double Uber’s markets offering both mobility and delivery services.
Deals · July 16, 2026

Dorian LPG Sells VLGC Corsair for $81.8 Million

The asset sale is part of a disciplined fleet renewal and expansion strategy to deliver long-term shareholder value.
Deals · July 16, 2026

ASP Isotopes to Acquire Quantum Leap Energy Notes in $109.2 Million Deal

The all-stock transaction aims to reduce the target's outstanding convertible notes by approximately 50% ahead of a planned public listing.
Deals · July 16, 2026

Silvercorp Metals revenue rises 70% in first quarter

The mining company reported revenue of $138.7 million for the quarter ended June 30, 2026
Earnings · July 16, 2026

US Treasury Yield Spread Widens to 0.40 Percentage Points

The 10-year minus 2-year Treasury yield spread rose on July 14 as Treasury rates shifted.
Economy Watch · July 15, 2026

XOMA Royalty Ends Independent Run After Revenue Nearly Doubles, Ligand Closes Buyout

Ligand completed its $39.00-a-share acquisition of the royalty company on the same day XOMA redeemed its preferred stock, capping a year in which income and revenues surged 83%.
Earnings · July 15, 2026

Wabash National Widens Loss as Trailer Demand Keeps Sliding

Wabash National posted a net loss of $23 million to $26 million in the second quarter, roughly 2.5 times the year-earlier shortfall, even as revenue topped its own guidance.
Earnings · July 15, 2026

Willis Lease Agrees to Buy 12 Aircraft, 13 Engines

Willis Lease Finance (WLFC) struck a definitive agreement to add 12 aircraft and 13 engines to its lease portfolio, a deal announced weeks after quarterly income from operations rebounded 41.4%.
Earnings · July 15, 2026

Virtu Trading Income Slides 8.7% as Market Calm Cuts Into Market Maker

Adjusted net trading income fell to $718 million in the second quarter, down 8.7% from the prior period, as normalized earnings per share slipped to $1.82.
Earnings · July 15, 2026

Ulta Beauty Lifts Profit Outlook as Gross Margin Hits Five-Quarter High

The beauty retailer posted $3.16 billion in first-quarter net sales, up 11.1% from a year earlier, and raised its full-year earnings guidance.
Earnings · July 15, 2026

Repay Raises Revenue Outlook 60% After Kubra Deal Closes

Repay Holdings lifted its full-year revenue outlook to $490-500 million from $340-346 million after closing its $372 million acquisition of Kubra, even as free cash flow conversion guidance was cut to roughly 30% from 45%.
Earnings · July 15, 2026

M&T Bank Net Interest Income Rises on Loan Growth

Taxable-equivalent net interest income increased 2% quarter-over-quarter to $1,804 million
Earnings · July 15, 2026

Pediatrix Posts 18% EBITDA Jump as Reimbursement Gains Offset Volume Decline

The neonatal and maternal-fetal medicine provider posted $58.2 million in first-quarter adjusted EBITDA, up 18% from a year earlier, while reaffirming its full-year outlook of $280 million to $300 million.
Earnings · July 15, 2026

Cheniere Energy raises full-year guidance on record export volumes

The company increased its 2026 consolidated adjusted EBITDA forecast to a range of $7.25 billion to $7.75 billion
Earnings · July 15, 2026

Ligand Lifts Outlook After $739 Million XOMA Royalty Deal

The royalty-focused drug company raised its full-year adjusted EPS guidance to a midpoint of $9.00, up roughly 6%, after closing its acquisition of XOMA Royalty.
Earnings · July 15, 2026

Hycroft Names New COO, Discloses No New Operating Metrics

Hycroft Mining Holding (HYMC) said its incoming chief operating officer starts Aug. 24, 2026, a leadership update that carried none of the resource, economic or cost figures included in its three prior releases.
Earnings · July 15, 2026

Liberty Media's F1 Profit More Than Doubles on Extra Race, Calendar Shift

Formula 1 swung to $107 million in operating income from a $28 million loss a year earlier, powered by a 53% revenue jump.
Earnings · July 15, 2026

flyExclusive Posts Second Straight Profit Quarter as Margins Expand

The charter operator's adjusted EBITDA reached $200,000 in Q1, marking its first consecutive profitable quarters ever.
Earnings · July 15, 2026

First Horizon NIM Dips as Deposit Costs Rise

Net interest margin fell 3 bps to 3.49% in the second quarter as brokered deposit costs climbed.
Earnings · July 15, 2026

First Bancorp NIM Expands 42 bps YoY as Deposit Costs Fall

The North Carolina community lender's net interest margin widened to 3.67% in the first quarter, its fifth consecutive quarterly expansion, as deposit costs dropped 18 basis points year over year.
Earnings · July 15, 2026

Fastenal Sales Growth Hits Five-Quarter High

The industrial distributor reported 14.7% year-over-year daily sales growth in the second quarter.
Earnings · July 15, 2026

Elevance Profit Slides as Medical Costs Climb

The health insurer reported second-quarter adjusted earnings of $7.45 a share, down 15.7% from a year earlier.
Earnings · July 15, 2026

Citigroup's Five Businesses All Grow Loans as Services Hits Record 30.9% RoTCE

Citigroup's net interest income rose 13% year over year in the second quarter as loan growth accelerated across every business line and Services delivered a record $6.4 billion in revenue.
Earnings · July 15, 2026

BNY's NIM Streak Hits Fourth Quarter as Deposits Dip and Buybacks Accelerate

Net interest margin at Bank of New York Mellon expanded for a fourth straight quarter to 1.45%, even as average deposits fell for the first time in five quarters and share repurchases rose to $1.1 billion.
Earnings · July 15, 2026

BlackRock inflows hit record $192 billion

The world’s largest asset manager saw long-term net inflows jump 46% sequentially to $199 billion in the second quarter.
Earnings · July 15, 2026

AngioDynamics Posts 8% Sales Growth as NanoKnife Surges 65%

NanoKnife revenue jumped 64.5% in the fiscal fourth quarter to $11.8 million, driving the medical-device maker's seventh straight quarter of double-digit Med Tech growth.
Earnings · July 15, 2026

Allstate Profit More Than Quadruples on Improved Underwriting Results

The insurer's net income reached $2.4 billion in the first quarter as its combined ratio improved 15.4 points to 82.0.
Earnings · July 15, 2026

Ligand Pharmaceuticals Completes Acquisition of XOMA Royalty in $739 Million Deal

The all-cash transaction expands Ligand's royalty portfolio to more than 200 assets and adds seven commercial products.
Deals · July 15, 2026

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

Williams Companies Lines Up $5.34 Billion Power JV With Blackstone

Williams Companies struck a $5.34 billion joint venture with Blackstone, Apollo and KKR that the company said would lower its 2026 leverage guidance to roughly 3.6 times debt-to-Adjusted EBITDA.
Earnings · 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

Realty Income Expands Credit Facilities, Raises Investment Outlook Above $6 Billion

The REIT upsized its revolving credit facility by 37.5% to $5.5 billion while cutting borrowing costs by five basis points.
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

IBM Growth Slows Sharply on Infrastructure Pullback

The technology giant’s revenue rose just 1% in the quarter, missing its own full-year target.
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 NII Climbs for Seventh Straight Quarter as Trading Surges

Net interest income reached $16.2 billion, up 9% year-over-year, as fixed-rate assets repriced and loan balances expanded across every business line.
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