August 2026 — page 8
Institutional Capital Exits Software and Semiconductors
Net rotation in Software & Cloud and Semiconductors fell by over $400 billion as institutional positioning shifted.
FDA Lifts Stay on FD&C Red No. 3 Ban in Food and Drugs
The agency rejected a request for a public hearing from Micro-Tracers, Inc., clearing the way for the repeal of the color additive's safe use regulations.
Treasury Yield Spread Narrows to 0.43 Percentage Points
New yield data arrives alongside a mix of cooling inflation and steady employment figures.
TeraWulf's HPC Pivot Accelerates as Anthropic Signs $19 Billion Lease
TeraWulf reported second-quarter revenue of $44.8 million as HPC leasing grew to 71% of the mix and Anthropic signed a 20-year lease worth roughly $19 billion at its Justified Data Campus.
BeOne Raises Outlook as Operating Margin Widens
Free cash flow nearly doubled to $435 million in the second quarter.
New York Times Lifts Profit as Digital Subscription Growth Accelerates
Revenue rose 11.2% to $762.5 million as subscriptions and advertising advanced.
LCI Lifts Profit as Aftermarket Offsets RV Slump
Adjusted net sales declined 4.5% to $1.057 billion after accounting for expected tariff-refund pass-throughs.
Kraft Heinz Posts $6.4 Billion Operating Loss on Impairment Charge
A $7.4 billion non-cash impairment drove Kraft Heinz to a GAAP operating loss in the quarter, even as management narrowed its full-year sales-decline forecast.
Disney Profit Growth Accelerates as Experiences Lead
Quarterly revenue rose 7% to $25.25 billion, holding its prior-quarter growth rate.
CVS Health Raises Full-Year Profit Guidance on Health Care Gains
The healthcare giant increased its full-year 2026 adjusted EPS guidance to a range of $7.90 to $8.10.
Cencora Raises Outlook as OneOncology Expands Margins
Fiscal third-quarter revenue rose 5.1% to $84.8 billion as specialty-drug volumes increased.
Intersnack Group to Buy Utz Brands in All-Cash Deal
The acquisition will take the U.S. snack manufacturer private, with Intersnack Group and the Rice and Lissette Family Entities each holding a 50% stake.
Motorola Solutions to Buy D-Fend Solutions in $1.5 Billion Deal
The acquisition aims to integrate industry-leading counter-drone technology into Motorola's public safety and security portfolio.
LCI Industries, Patrick Industries Agree to All-Stock Merger
The combination pairs Lippert's structural components business with Patrick's aftermarket distribution network to create an $8.1 billion revenue platform serving RV, marine, powersports and housing OEMs.
Howard Hughes to Buy Vantage Group in $2.1 Billion All-Cash Deal
The insurer acquisition gives Howard Hughes a second operating platform alongside its communities business, formalizing Bill Ackman's push to remake the company as a diversified holding company.
Gran Tierra to Sell Oil Business in $1.33 Billion Asset Deal
The divestiture would strengthen Gran Tierra’s balance sheet and fund growth across its retained assets.
Eton Pharmaceuticals to Acquire U.S. Rights to ASN-001 From Auson
The asset purchase pairs a late-stage hemangioma candidate with Eton's existing HEMANGEOL franchise, extending a commercial infrastructure built for pediatric dermatology.
CoreCivic Sells Two Facilities in $734 Million Asset Deal
The prison operator planned to direct the proceeds toward corporate purposes including debt reduction and share repurchases.
Central Garden & Pet to Buy TRIXIE in Up to €400 Million Deal
The acquisition would establish a scaled European platform and lift Central’s international sales exposure to about 10%.
Mubadala Capital Consortium to Buy Clear Channel Outdoor for $6.2 Billion
The all-cash take-private, first struck in February at $2.43 a share, heads toward a third-quarter close after clearing a stockholder vote and a CFIUS review.
Blue Bird to Buy Detroit Chassis Plant Assets in Ford Tie-Up
Blue Bird agreed to acquire the assets of Detroit Chassis LLC's Detroit Assembly Plant as part of an expanded collaboration with Ford, a move it says opens $1.4 billion of new addressable market.
Blue Bird to Buy Detroit Chassis Assets in Ford Collaboration Deal
The asset acquisition is part of a broader agreement with Ford Motor Company to design and commercialize the next generation of F-53 and F-59 commercial stripped chassis.
Thomson Reuters raises 2026 revenue outlook on organic growth
The company increased its full-year total and organic revenue growth outlook to approximately 8.0% following a 9% revenue increase in the second quarter.
Triple Flag Precious Metals Raises Quarterly Dividend
The company reported second quarter revenue of $129.2 million
Triple Flag Precious Metals Revenue Rises to $276 Million
The company reported revenue of $276.2 million for the first six months of 2026
Suncor Energy Net Earnings Rise to 3.73 Billion
The integrated energy company reported net earnings of 3.17 a share for the second quarter of 2026
Suncor Energy Net Earnings Rise to $5.83 Billion
The integrated energy company spent $1.88 billion on share repurchases during the first six months of 2026
Solaris Resources Net Loss Drops to $8.5 Million for First Half
The copper-gold explorer reported a net loss of $8.485 million for the six months ended June 30, 2026, compared to $20.712 million in the same period last year.
OR Royalties Net Earnings Reach $135 Million in First Half
The company reported net earnings of $134.97 million for the six months ended June 30, 2026, compared with $57.99 million in the prior year period.
NexGen Energy reports quarterly net income of $74.5 million
The company's shift to profitability was driven by a $96.5 million mark-to-market gain on convertible debentures.
Nutrien Raises Potash Sales Guidance After Record First Half Volumes
The crop inputs provider returned $848 million to shareholders through dividends and share repurchases in the first half of 2026
Manulife Core Earnings Rise 12% on Insurance Growth
The insurer reported core earnings of $1.9 billion for the second quarter, driven by a 21% increase in APE sales.
Greenfire Resources reports second quarter net income of 53.5 million
The oil sands operator saw six-month net income fall to a loss of 19.5 million Canadian dollars from a 64.9 million profit in the prior year
Ero Copper Maintains 2026 Production Guidance Amid Cash Flow Growth
Cash flow from operations rose 49% quarter-on-quarter to $137.9 million in the second quarter of 2026
Baytex Energy Raises Production Guidance After Strong Second Quarter
The energy company reported net income of 175 million Canadian dollars for the second quarter of 2026
Smith & Nephew Reports H1 2026 Profit Growth Amid Softer Revenue
Trading profit rose 8.1% to $566 million as efficiency savings and tariff refunds offset softer revenue growth and acquisition dilution.
Fresnillo Plc Reports 130.7% Surge in First-Half Gross Profit
Higher precious metals prices drive strong financial performance despite declines in silver and gold production.
Quantum Computing: Scaling Hardware and Securing Assets
Companies are pivoting toward hybrid architectures and quantum-safe security as the industry chases the threshold of quantum advantage.
GLP-1 Shift: Branded Access and Oral Formulations Gain Ground
Virtual care providers and biotech firms are pivoting toward FDA-approved branded therapies and oral delivery systems to stabilize supply and improve patient persistence.
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.
Coliseum Capital Management takes stake in Sonos
The investment firm is monitoring the audio company's operations and strategic matters for potential extraordinary transactions.
CMS Updates Medicare Hospital Payment Rates and Health IT Standards
New rules revise prospective payment systems for acute and long-term care hospitals and update electronic prior authorization standards.
Medicare Mandates Hospice Election Addendums for All Beneficiaries
New regulations require hospices to provide election statement addendums to all Medicare beneficiaries at the time of election.
Medicare Updates Inpatient Rehabilitation Payment Rates for FY 2027
New rules mandate stricter timelines for therapy initiation and interdisciplinary team meetings for inpatient rehabilitation facilities.
Wayfair Revenue Growth Accelerates as US Sales Gain Momentum
The e-commerce retailer reported total net revenue of $3.5 billion for the second quarter.
Rockwell Automation Raises Full-Year Outlook as Software Sales Climb
The industrial automation provider increased its fiscal 2026 diluted EPS guidance to a range of $12.72 to $13.02.
Pfizer Swings to Loss on $4.3 Billion Impairment as Growth Slows
Pfizer posted a reported loss of $(0.04) a share in the second quarter after taking $4.3 billion in non-cash intangible impairments, even as it raised full-year revenue guidance by $500 million.
Merck Raises Sales Outlook as Acquisition Charge Drives Loss
Quarterly sales increased to $16.607 billion as cancer-drug demand offset declining diabetes revenue.
McDonald’s Sales Growth Slows as U.S. Traffic Turns Negative
Second-quarter revenue increased 4% to $7.10 billion as growth moderated across McDonald’s major markets.