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.
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.
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%.
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.
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%.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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%.
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.
Sysco to Buy Jetro Restaurant Depot
The foodservice distributor said the deal would create a preeminent multi-channel foodservice distribution platform.
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.
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.
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.