The Tip Desk

Large-Caps — page 11

CME Volumes Hit Record as Rates, Energy Surge

The exchange operator’s average daily volume jumped 32% sequentially to 36.2 million contracts in the first quarter.
Earnings · June 17, 2026

Yum Brands to Sell Pizza Hut for $2.7 Billion, Unloads Struggling Chain

The fast-food giant's first-quarter earnings per share excluding special items rose 15% to $1.50 as Taco Bell's same-store sales accelerated to 8%.
Earnings · June 16, 2026

CRH holds guidance, names new director

The building-materials supplier left its 2025 Adjusted EBITDA target unchanged at $7.5 billion to $7.7 billion.
Earnings · June 16, 2026

Cincinnati Financial swings to profit on lower catastrophe losses

The property-casualty insurer posted first-quarter operating income of $2.10 a share after a year-earlier loss.
Earnings · June 16, 2026

Yum Brands to Sell Pizza Hut Assets in $2.7 Billion Deal

The fast-food giant completes a strategic review by divesting Pizza Hut’s global operations to focus on core brands and long-term growth.
Deals · June 16, 2026

Acquisition Integrations Reshape Revenue and Cost Structures Across Six Major Firms

Recent SEC filings reveal how large-scale deals are driving near-term expense surges and segment transformations at companies including Palo Alto Networks and HPE.
Filing Trends · June 15, 2026

Across 19 Companies, Capex Plans Meet Credit Maneuvering

Nineteen companies across 11 industries used this week's disclosures to weigh capital spending against financing terms, from settled credit agreements to open-ended negotiations.
Economy Survey · June 15, 2026

Newmont reshuffles executive leadership team

The gold miner announced a restructuring of its top management effective July 1, 2026.
Earnings · June 15, 2026

Honeywell Sets Aerospace Spin-Off for June 29

The industrial conglomerate reaffirmed full-year guidance while lowering its operating cash flow target to $4.4 billion–$4.7 billion.
Earnings · June 15, 2026

Cencora lifts profit forecast after oncology deal

The drug distributor raised its full-year adjusted earnings guidance to as much as $17.90 a share.
Earnings · June 15, 2026

Capital One Credit Costs Ease as Card Delinquencies Fall

The credit-card lender’s domestic 30+ day delinquency rate improved 11 basis points to 3.33% in May.
Earnings · June 15, 2026

Middle East Conflict Ripples Through Supply Chains, Operations and Consumer Demand Across Six Companies

Recent SEC filings from apparel, semiconductor, cybersecurity, RV, engineering and retail companies reveal a broadening operational and financial impact from the March 2026 Middle East conflict.
Filing Trends · June 12, 2026

Vertiv Lifts Outlook as Data-Center Demand Fuels 30% Sales Jump

The power-and-cooling specialist raised its full-year adjusted EPS target to $6.30–$6.40 after first-quarter revenue hit $2.65 billion.
Earnings · June 12, 2026

Seagate retires last convertible debt ahead of schedule

The data-storage company extinguished $185.8 million of 3.50% exchangeable notes due 2028.
Earnings · June 12, 2026

Vertiv Completes ThermoKey Buy to Expand Thermal Chain

The acquisition strengthens Vertiv’s heat-rejection portfolio for AI-ready data centers in Europe, the Middle East, and Africa.
Deals · June 12, 2026

Marvell posts third straight quarter of revenue acceleration

The chip designer raised its second-quarter revenue outlook to $2.7 billion, a 35% year-over-year increase.
Earnings · June 11, 2026

CoreWeave Backlog Surges to $99 Billion as AI Cloud Demand Accelerates

The GPU cloud provider's remaining performance obligations jumped $38.1 billion in a single quarter to $98.8 billion, underscoring the scale of AI infrastructure commitments pouring in.
Earnings · June 11, 2026

Ciena raises annual revenue guide as cloud demand accelerates

The networking equipment provider reported second-quarter revenue of $1.57 billion, a 39.5% increase year-over-year.
Earnings · June 11, 2026

Adobe Lifts Full-Year Outlook as AI-First Annual Recurring Revenue Tops $500 Million

The design-software maker posted record quarterly revenue of $6.62 billion, up 13% year over year, and tripled its AI-first ARR as it raised guidance for the second time this fiscal year.
Earnings · June 11, 2026

Eaton to Sell Mobility Group to Dana in $5.1 Billion Deal

The transaction completes Eaton's years-long portfolio overhaul, sharpening its focus on electrical and aerospace markets tied to AI data centers and defense spending.
Deals · June 11, 2026

Oracle's Cloud Infrastructure Revenue Surges 93% as Backlog Swells to $638 Billion

The software maker's remaining performance obligations ballooned 363% year-over-year to $638 billion, underscoring the scale of AI-driven demand.
Earnings · June 10, 2026

Tech and Retail Firms Accelerate Share Buybacks, Deploying Billions in Capital Return

Six companies across the technology and retail sectors have significantly intensified their share repurchase programs, authorizing and executing billions in buybacks.
Filing Trends · June 10, 2026

Casey’s Profit Jumps 66% on Fuel, Food Gains

The convenience-store chain posted diluted earnings of $4.37 a share, more than doubling its year-earlier pace.
Earnings · June 9, 2026

Fair Isaac Lifts Guidance as Scores Revenue Surges 60%

The credit-scoring company posted $691.7 million in quarterly revenue, a 39% jump that prompted management to raise its full-year outlook for the second consecutive time.
Earnings · June 8, 2026

Casey’s Skips Financials in Board-Focused Release

The convenience-store operator disclosed no earnings or operating metrics in its latest update.
Earnings · June 8, 2026

Honeywell Spins Off Aerospace in Record Share Split

The industrial conglomerate set June 29 as the distribution date for its aerospace unit, handing shareholders one new share for every two held.
Earnings · June 5, 2026

Honeywell Sets Aerospace Spin-Off Ratio, Reverse Split

Shareholders of record are expected to receive one Honeywell Aerospace share for every two Honeywell shares held.
Earnings · June 5, 2026

Ciena raises annual revenue guide as cloud demand accelerates

The networking equipment provider reported second-quarter revenue of $1.57 billion, a 40% increase from a year ago.
Earnings · June 4, 2026

Ciena posts 40% revenue jump as AI demand surges

Adjusted earnings per share leapt 290% to $1.64 in the fiscal second quarter.
Earnings · June 4, 2026

Veeva lifts guidance as R&D growth offsets commercial slowdown

The life-sciences software provider raised its full-year revenue outlook to as much as $3.645 billion.
Earnings · June 3, 2026