The Tip Desk

Large-Caps — page 7

Vertiv to Buy King Environmental in EMEA Thermal Deal

The critical-infrastructure provider said the purchase is expected to extend fluid-management services into Europe, Middle East and Africa after a North America-focused PurgeRite close.
Deals · September 25, 2026

Food, Beverage & Tobacco Demand Stays Positive as Outlook Lifts

Demand comments stayed positive and outlook turned constructive even as avocado prices and tequila volumes weighed.
Industry Earnings Roundup · September 24, 2026

Paychex Raises PEO Growth Outlook After Advisory Mix Shift

PEO and Insurance Solutions revenue rose 12% to $367.6 million as Management Solutions growth cooled to 4%.
Earnings · September 24, 2026

Cintas Raises Fiscal 2027 Outlook After Record Margin

Organic revenue growth reached 8.9% and gross margin hit a record 51.5% of sales in the quarter ended Aug. 31, 2026.
Earnings · September 24, 2026

AutoZone Reverses Gross-Margin Decline on Tariff Refunds

Fourth-quarter net sales were $6.6 billion, up 5.6%, as gross profit as a percentage of sales reached 53.3%.
Earnings · September 23, 2026

Abivax, Merck and Teva–Sanofi pursue the next wave of colitis therapies

Seven selected compounds place investigational programs alongside approved treatments, with trial design and patient setting shaping every comparison.
Drug Pipeline · September 23, 2026

Merck’s tulisokibart meets a Phase 3 ulcerative-colitis endpoint

The sponsor’s induction readout advances the TL1A program, with detailed results and separate maintenance evidence still important.
Drug Pipeline · September 23, 2026

Lilly and Novo set the backdrop for a changing obesity pipeline

Nine selected compounds span approved treatments, new mechanisms and dosing schedules; unlike trials cannot establish a simple efficacy ranking.
Drug Pipeline · September 23, 2026

Amgen tests monthly obesity treatment with MariTide in Phase 3

The investigational therapy combines GLP-1 activation with GIP blockade; durability and tolerability remain central questions.
Drug Pipeline · September 23, 2026

Pfizer’s Velsipity brings an oral option to ulcerative colitis

Etrasimod’s approval rests on placebo-controlled evidence, including a year-long study whose design differs from responder-only maintenance trials.
Drug Pipeline · September 23, 2026

Pfizer’s oral GLP-1 program ended with danuglipron’s discontinuation

A potential liver-injury case preceded the April 2025 decision; completed trial records do not signal an active program.
Drug Pipeline · September 23, 2026

Catastrophe Loss Relief Drives Reinsurance Pricing Softening

RenaissanceRe's property book swung from a 148.7% combined ratio to 34.1% in a single year, and the relief is already showing up as give-back in reinsurance pricing.
Theme Survey · September 19, 2026

Disney's Fubo Deal Lifts Streaming Revenue as Linear Erosion Spreads

Disney quantified how much of its subscription growth came from the Fubo transaction, while affiliate-dependent peers reported accelerating basic-subscriber losses and unchanged risk language on the pace of the shift.
Theme Survey · September 18, 2026

Rubrik's 48% Cloud ARR Surge Leads Diverging Software Sector Growth

Cloud-metric disclosures across the sector show recurring revenue accelerating at some companies and cooling at others, even as risk-factor hedging on cloud adoption and renewal rates stayed largely unchanged.
Theme Survey · September 18, 2026

Bank of America to Buy Mechanics Auto Loan Runoff

Mechanics Bancorp said the sale of the substantial majority of runoff auto loans will reduce risk, improve liquidity and enhance future profitability.
Deals · September 18, 2026

Boston Scientific Recalls ENROUTE Transcarotid System

Boston Scientific (BSX) issued a Class I recall of the ENROUTE Transcarotid Neuroprotection System after the FDA cited potential arterial sheath tip separation during use.
FDA · September 17, 2026

Boston Scientific Recalls ENROUTE Transcarotid System

The device maker pulled the ENROUTE Transcarotid Neuroprotection System Plus after the FDA classified a Class I recall over potential arterial sheath tip separation.
FDA · September 17, 2026

Brookfield to Buy Reliance Worldwide for $2.8 Billion

The asset manager will pay $3.38 a share in cash, citing industrials expertise and the US housing ecosystem as it takes the global maker private.
Deals · September 17, 2026

Corteva to Spin Seed Unit Vylor in 1-for-1 Split

The agriculture technology company will hand shareholders one Vylor share for each Corteva share as it splits crop protection from seed.
Deals · September 16, 2026

Torrid Quantifies China Exit as Tariff Refund Uncertainty Spreads

Torrid Holdings disclosed a concrete drop in Chinese sourcing while Oxford Industries and V F Corp flagged new uncertainty over whether tariff refunds owed to them will ever arrive.
Theme Survey · September 15, 2026

Corcept Flags Direct Revenue Hit as IRA Pricing Rules Widen

Corcept Therapeutics told investors the Inflation Reduction Act's inflation rebates may materially cut its revenue and profits in 2026 and beyond, one of the sharpest company-specific warnings in a filing season otherwise dominated by boilerplate recitations of the same 2022 law.
Theme Survey · September 15, 2026

NextEra Energy to Expand Virginia Benefits in Dominion Deal

The two utilities proposed doubling residential bill credits to four years and adding 1,000 direct Virginia jobs as part of their pending all-stock combination.
Deals · September 15, 2026

GameStop Insiders Bought $21.7 Million of Stock

Four GameStop insiders added 1.07 million shares in a week, the largest cluster of the period.
Insider Signal · September 11, 2026

Oracle Cloud Infrastructure Growth Reaches 121%

Remaining performance obligations rose $209 billion year-over-year to $664 billion after more than $30 billion of new AI cloud contracts.
Earnings · September 11, 2026

Kroger Cuts 2026 Identical Sales Outlook After Slowdown

Second-quarter identical sales without fuel rose 0.2% as the company lowered its full-year range to 0.2%–0.8%.
Earnings · September 11, 2026

Adobe Posts Record $6.76 Billion Quarterly Revenue

The software company lifted full-year fiscal 2026 revenue targets to $26.576 billion to $26.626 billion after a third-quarter beat.
Earnings · September 11, 2026

Sysco to Buy Jetro Restaurant Depot

The foodservice distributor said the deal would create a preeminent multi-channel foodservice distribution platform.
Deals · September 10, 2026

Analog Devices to Buy Alif Semiconductor in $1.35 Billion Cash Deal

The analog chipmaker said the purchase accelerates its “Physical Intelligence” push, pairing Alif’s digital processing with ADI’s sensing, power, and connectivity stack.
Deals · September 10, 2026

Casey’s Inside Same-Store Sales Slow to 3.2%

The convenience chain posted diluted earnings of $7.37 a share in the three months ended July 31, 2026, as fuel margin offset a 0.3% drop in same-store gallons.
Earnings · September 9, 2026

Sonida's Labor Costs Jump 26.6% as Wage Language Spreads

Sonida Senior Living put a dollar figure on labor inflation that most peers still describe only in hedged, forward-looking terms.
Theme Survey · September 8, 2026