The Tip Desk

Large-Caps — page 4

Kinder Morgan Manages Regulatory Contingencies Across Diversified Pipeline Fleet

The energy infrastructure giant navigated a complex web of commitments and contingencies across five key operating subsidiaries in 2024.
Utility Annual Reviews · August 8, 2026

CenterPoint Energy Secures Recovery for Storm Costs and Rate Adjustments

The Houston-based utility moves to amortize winter storm bad debt and securitize $1.1 billion in Hurricane Beryl restoration expenses.
Utility Annual Reviews · August 8, 2026

Insiders Buy Into Boston Scientific Restructuring

Three Boston Scientific executives added $9.3 million in shares as the company accelerates cost reduction initiatives.
Insider Signal · August 7, 2026

Take-Two Bookings Slip as Mobile Revenue Retreats

The videogame publisher recorded a $43.4 million impairment charge after halting an unannounced title.
Earnings · August 7, 2026

Zoetis Cuts Outlook as U.S. Pet-Drug Weakness Persists

The animal-health company lowered its full-year adjusted earnings forecast to $6.15 to $6.25 a share.
Earnings · August 6, 2026

Warner Bros. Discovery Profit Craters Ahead of Paramount Deal

Warner Bros. Discovery (WBD) reported net income tumbled 91% to $149 million as Studios weakness deepened even while streaming carried the quarter.
Earnings · August 6, 2026

Targa Posts Record EBITDA as Fee-Based Growth Accelerates

Second-quarter adjusted EBITDA reached $1.603 billion, up 14% sequentially.
Earnings · August 6, 2026

Kenvue Sales Rise as Volume Growth Returns

Adjusted earnings rose 7% to $0.31 a share despite pressure from tariffs and inflation.
Earnings · August 6, 2026

Keurig Dr Pepper Profit Rebounded After JDE Peet’s Acquisition

Net sales reached $7.31 billion after the April acquisition transformed the beverage maker’s business.
Earnings · August 6, 2026

Howmet Raises Outlook as Aerospace Demand Accelerates

Second-quarter revenue reached $2.547 billion, topping the high end of Howmet’s prior guidance by $137 million.
Earnings · August 6, 2026

Becton Dickinson Raises Profit Outlook as Revenue Grows

Adjusted earnings from continuing operations increased to $3.23 a share.
Earnings · August 6, 2026

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.
Earnings · August 5, 2026

Disney Profit Growth Accelerates as Experiences Lead

Quarterly revenue rose 7% to $25.25 billion, holding its prior-quarter growth rate.
Earnings · August 5, 2026

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.
Earnings · August 5, 2026

Cencora Raises Outlook as OneOncology Expands Margins

Fiscal third-quarter revenue rose 5.1% to $84.8 billion as specialty-drug volumes increased.
Earnings · August 5, 2026

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.
Deals · August 5, 2026

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.
Theme Survey · August 4, 2026

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.
Earnings · August 4, 2026

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.
Earnings · August 4, 2026

Merck Raises Sales Outlook as Acquisition Charge Drives Loss

Quarterly sales increased to $16.607 billion as cancer-drug demand offset declining diabetes revenue.
Earnings · August 4, 2026

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.
Earnings · August 4, 2026

Idexx Raises Outlook as Margins Widen

Second-quarter revenue reached $1.217 billion as stronger profitability supported a higher full-year forecast.
Earnings · August 4, 2026

Archer-Daniels-Midland Raises Outlook as Oilseed Profit Rebounds

Revenue increased 7% to $22.68 billion as the oilseed business returned to growth.
Earnings · August 4, 2026

Consortium to Buy Electronic Arts in $55 Billion All-Cash Deal

The acquisition by PIF, Silver Lake, and Affinity Partners aims to accelerate innovation at the intersection of creativity and technology.
Deals · August 4, 2026

IEEPA Refunds Split Importers After Ruling

The Supreme Court’s IEEPA tariff ruling created refunds for some importers, delayed recoveries for others and a new tariff layer as Section 301 duties took effect.
Filing Trends · August 3, 2026

Cost Inflation and Pricing Power Dominate a 117-Company Week

Forty-two of the 117 companies reporting on the domestic economy this week, spanning ten industries, centered their commentary on pricing and costs.
Economy Survey · August 3, 2026

Elevated Rates and Tariff Costs Frame a Split Demand Picture

Elevated borrowing costs, tariff-driven inflation, and uneven demand dominated what 89 companies across 13 industries told investors about the economy this week.
Economy Survey · August 3, 2026

Demand Splits Across Industrials, Software and Retail This Week

Demand was this week's dominant theme across 44 companies in 12 industries, but the signal splits between industrial, software and chip firms gaining ground and housing, restaurant and consumer names absorbing a pullback.
Economy Survey · August 3, 2026

Vertex Raises Revenue Guidance as New Therapies Gain Traction

The biotechnology company raised its full-year revenue outlook to a range of $13.1 billion to $13.2 billion.
Earnings · August 3, 2026

EchoStar’s Hughes Units File for Bankruptcy

The restructuring followed about $23 billion of spectrum sales to AT&T.
Earnings · August 3, 2026