The Tip Desk

Large-Caps — page 2

DoorDash to Buy Instacart in $17 Billion Mixed Deal

DoorDash said combined scale and complementary technologies would support a multi-year path to $500 million or more of annual synergies, net of investments.
Deals · October 30, 2026

Energy Sector: Pipeline Enters Service, LNG Starts Production

Energy companies reported gas infrastructure milestones and higher throughput, alongside uneven production trends and explicit geopolitical warnings.
Theme Survey · October 29, 2026

Cybersecurity Incidents: Named Events, Wider Legal Exposure

Companies cited midyear cybersecurity incidents and broadened litigation warnings as reporting obligations remained a source of uncertainty.
Theme Survey · October 29, 2026

Xcel Narrows 2026 Guidance After Third-Quarter Earnings

Diluted GAAP and ongoing earnings were $1.52 a share, and the company set 2027 ongoing earnings guidance of $4.48 to $4.62.
Earnings · October 29, 2026

Cheniere Completes Corpus Christi Stage 3 and Lifts 2026 Outlook

Third-quarter revenue reached $6.17 billion and full-year Adjusted EBITDA guidance moved to $8.75 billion–$9.25 billion.
Earnings · October 29, 2026

L3Harris Lifts 2026 Earnings Outlook After Record Backlog

Orders of $19.3 billion lifted backlog to a record $53.2 billion and the company raised its GAAP EPS range to $12.25–$12.35.
Earnings · October 29, 2026

EMCOR Raises 2026 Outlook After Growth Acceleration

Third-quarter revenue reached a record $5.54 billion, up 28.8% from a year earlier, as remaining performance obligations hit $18.57 billion.
Earnings · October 29, 2026

Bristol Myers Lifts 2026 Revenue Outlook After Third-Quarter Gain

The pharmaceutical company raised its 2026 revenue range to $49.75 billion to $50.25 billion after third-quarter sales of $13.1 billion and a $1.6 billion acquired-IPRD charge.
Earnings · October 29, 2026

DoorDash to Buy Instacart in $17 Billion Mixed Deal

The food-delivery platform agreed to a mixed consideration transaction to acquire the grocery marketplace.
Deals · October 29, 2026

DoorDash to Buy Instacart in $17 Billion Mixed Deal

The local commerce platform will pay $65.00 a share, a 26% premium to Instacart’s Oct. 22 close, to fold grocery fulfillment into its delivery network.
Deals · October 29, 2026

Quanta Adds Revenue Timetable After SEC Questions

Quanta expanded its explanation of when contracted work would become revenue after SEC staff challenged the detail provided beyond the first year.
SEC Correspondence Focus · October 29, 2026

Capital One NIM Widens 40 bps as Auto Loans Reaccelerate

Net interest income rose 4% to $12.89 billion as the margin reached 8.41% and auto average loans grew 4%.
Global Banks · October 28, 2026

Fortinet Lifts 2026 Revenue Outlook to 20% Growth

Third-quarter revenue reached $2.08 billion as the company raised full-year revenue guidance for a third time this year.
Earnings · October 28, 2026

Flex Raises Fiscal 2027 Outlook After Sales Accelerate

Second-quarter sales reached $8.5 billion, up 25%, as the company lifted full-year net sales to as much as $35.9 billion.
Earnings · October 28, 2026

Ford Lifts Low End of Full-Year EBIT Outlook

Third-quarter revenue was $49.5 billion and adjusted EBIT $2.7 billion as the automaker raised the floor of its full-year adjusted EBIT range to $10.5 billion.
Earnings · October 28, 2026

Boston Scientific Sales Growth Slows to 1.5 Percent

Third-quarter net sales were $5.138 billion, and the company now sees fourth-quarter sales down 3.0% to 1.0% versus a year earlier.
Earnings · October 28, 2026

AEP Lifts Capital Plan to $100 Billion Through 2031

Third-quarter operating earnings were $2.23 a share as the utility expanded its five-year plan and raised its long-term growth outlook.
Earnings · October 28, 2026

ADP Raises Fiscal 2027 Revenue and Adjusted EPS Outlook

First-quarter revenue reached $5.5 billion as the company lifted full-year revenue growth to about 6% and adjusted diluted EPS growth to 10% to 12%.
Earnings · October 28, 2026

Cencora to Buy American Oncology Network at $2.4 Billion Enterprise Value

The pharmaceutical solutions company said the oncology MSO purchase will expand its physician-led platform and support of care in communities nationwide.
Deals · October 28, 2026

Global Markets Sales and Trading Falls After Second-Quarter Surge

Sales and trading revenue was $5.1 billion in the third quarter, down 5% from a year earlier after 33% year-over-year growth in the second quarter.
Global Banks · October 27, 2026

Welltower Raises 2026 Outlook After Third-Quarter FFO

Normalized FFO attributable to common stockholders was $1.67 a share, up 24.6% from a year earlier, as the company lifted full-year earnings guidance.
Earnings · October 27, 2026

S&P Global Raises 2026 Revenue Growth Outlook

Third-quarter continuing-operations revenue was $3.678 billion, up 7%, as the company lifted full-year growth guidance and opened a Capital IQ review.
Earnings · October 27, 2026

Sherwin-Williams Revises 2026 Earnings Outlook After Profit Decline

Diluted earnings were $3.38 a share in the third quarter as net income fell 1.5% to $821.0 million.
Earnings · October 27, 2026

Royal Caribbean Raises Full-Year Adjusted EPS After Third-Quarter Beat

Third-quarter Adjusted EPS was $6.57, and the company now expects full-year Adjusted EPS of $17.85 to $17.95 after a $5.6 billion revenue quarter.
Earnings · October 27, 2026

Nucor Mills Earnings Rise After Refund Fades

Net sales reached $11.25 billion in the third quarter as mills posted $1.79 billion of pre-tax earnings.
Earnings · October 27, 2026

Johnson Controls Backlog Reaches Record $23.0 Billion

Fourth-quarter sales were $7.1 billion and organic orders rose 44% as the company initiated fiscal 2027 guidance.
Earnings · October 27, 2026

ITW Lifts 2026 Earnings Outlook After Record Operating Income

Illinois Tool Works raised full-year GAAP EPS guidance to a $11.45-to-$11.55 range after third-quarter operating income of $1.18 billion.
Earnings · October 27, 2026

Hartford Core Earnings Reverse After a Year-Over-Year Rise

Core earnings were $956 million, or $3.50 a share, down 6% from a year earlier after a 1% increase in the second quarter.
Earnings · October 27, 2026

Corning Posts Fastest Core Sales Growth Since Springboard

Core sales reached $5.08 billion, up 19%, as Optical Communications grew 44% and the company issued a fourth-quarter core sales range of $5.2 billion to $5.3 billion.
Earnings · October 27, 2026

Centene Raises 2026 Adjusted Earnings Floor After Third-Quarter Loss

Adjusted diluted earnings were $0.58 a share as the company lifted the 2026 adjusted EPS floor to greater than $5.20.
Earnings · October 27, 2026