The Tip Desk

Mid-Caps — page 9

Diamondback Energy sells mineral interests to Viper Energy

The companies entered a definitive purchase agreement for royalty interests in exchange for units and Class B common stock.
Stake Watch · August 6, 2026

Market Gains Mask Asset Managers’ Flow Strain

Asset appreciation lifted AUM across major managers, while persistent redemptions and slower fundraising exposed weaker underlying growth.
Filing Trends · August 5, 2026

TeraWulf's HPC Pivot Accelerates as Anthropic Signs $19 Billion Lease

TeraWulf reported second-quarter revenue of $44.8 million as HPC leasing grew to 71% of the mix and Anthropic signed a 20-year lease worth roughly $19 billion at its Justified Data Campus.
Earnings · August 5, 2026

New York Times Lifts Profit as Digital Subscription Growth Accelerates

Revenue rose 11.2% to $762.5 million as subscriptions and advertising advanced.
Earnings · August 5, 2026

Quantum Computing: Scaling Hardware and Securing Assets

Companies are pivoting toward hybrid architectures and quantum-safe security as the industry chases the threshold of quantum advantage.
Theme Survey · August 4, 2026

GLP-1 Shift: Branded Access and Oral Formulations Gain Ground

Virtual care providers and biotech firms are pivoting toward FDA-approved branded therapies and oral delivery systems to stabilize supply and improve patient persistence.
Theme Survey · August 4, 2026

AI Infrastructure and Regulatory Risks Scale Across Sectors

Companies are flagging critical dependencies on a small number of cloud vendors and a fragmented global regulatory landscape.
Theme Survey · August 4, 2026

Wayfair Revenue Growth Accelerates as US Sales Gain Momentum

The e-commerce retailer reported total net revenue of $3.5 billion for the second quarter.
Earnings · August 4, 2026

Revvity to Divest China Immunodiagnostics Business

The divestiture removes a segment that accounted for approximately 6% of the company's total 2025 revenue.
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

TG Therapeutics Raises Outlook as BRIUMVI Sales Climb

The company lifted its 2026 global revenue target to approximately $950 million.
Earnings · August 3, 2026

Loews Profit Rises 14% as Hotels Offset CNA Underwriting Strain

Loews Corp posted second-quarter net income of $444 million, or $2.16 a share, even as its CNA insurance unit's underlying combined ratio held near 94% for a second straight quarter.
Earnings · August 3, 2026

GameStop Moves to Cut Debt Through Stock Exchange

The transaction would leave roughly $1.1 billion of 2030 notes outstanding after closing.
Earnings · August 3, 2026

CNH Profit Slides 35% Even as Margins Recover From Q1 Trough

CNH Industrial reported second-quarter net income of $141 million, down from $217 million a year earlier, though sharply improved from the $10 million it earned in the first quarter.
Earnings · August 3, 2026

Curium to Buy Lantheus in $8 Billion Cash-and-CVR Deal

Curium US Holdings agreed to acquire Lantheus Holdings for up to $114.50 a share, pairing its theranostics manufacturing base with Lantheus' U.S. radiodiagnostics franchise to build a company spanning diagnostics and therapy across more than 70 countries.
Deals · August 3, 2026

Crédit Agricole Accelerates Retail Lending as French Margins Recover

French and Italian retail-banking loans rose 1.7% to €895 billion as funding costs eased.
Global Banks · August 2, 2026

AES manages divergent asset profiles across Ohio and Indiana utilities

The company balanced a pure-purchase power model in Ohio against a steam-heavy generation fleet in Indiana.
Utility Annual Reviews · August 1, 2026

LyondellBasell Swings to Profit as Olefins Margins Surge

LyondellBasell posted second-quarter net income of $559 million, reversing a first-quarter profit of just $125 million as tighter global supply lifted olefins and polyolefins margins.
Earnings · July 31, 2026

Alliant Energy Reverses First-Quarter Earnings Growth

Second-quarter GAAP earnings were $0.65 a share as Interstate Power and Light earnings fell to $65 million.
Earnings · July 31, 2026

IES Holdings Revenue Growth Doubles as Backlog Nears Doubling

IES Holdings posted 40% revenue growth in its fiscal third quarter, more than double the pace of the prior two periods, as backlog swelled to $4.5 billion.
Earnings · July 31, 2026

Healthcare Realty Raises FFO Guidance as Same-Store Growth Slows

Healthcare Realty Trust lifted its 2026 normalized FFO guidance to a $1.64-a-share midpoint even as quarterly same-store cash NOI growth decelerated to 5.1% from 6.9% in the prior quarter.
Earnings · July 31, 2026

Gaming and Leisure Properties Lifts 2026 AFFO Guidance Midpoint

Second-quarter revenue reached $430.5 million and the company now forecasts AFFO of $4.10 to $4.12 a share for 2026.
Earnings · July 31, 2026

Dexcom Lifts 2026 Revenue Guidance After Second-Quarter Results

The glucose-monitoring company now sees fiscal 2026 revenue of $5.18 billion to $5.25 billion after second-quarter sales of $1.308 billion.
Earnings · July 31, 2026

Leonardo DRS Lifts Guidance Again as Margins, Bookings Accelerate

The defense electronics maker posted 10% revenue growth and a 59% jump in net earnings, prompting its second consecutive full-year guidance increase.
Earnings · July 31, 2026

BrightSpring Raises Outlook as Earnings Growth Outpaces Sales

Revenue reached $3.873 billion as BrightSpring lifted its full-year sales forecast.
Earnings · July 31, 2026

Agree Realty Lifts Investment Guidance as Growth Rates Ease

Agree Realty raised its 2026 acquisition target to as much as $1.8 billion after a record $502 million quarter, even as per-share earnings growth slowed.
Earnings · July 31, 2026

Everus to Buy Epsilon Industries in $295 Million Cash Deal

The acquisition pushes Everus deeper into off-site modular construction and opens priority markets in Florida, Texas, the Mid-Atlantic and the Northeast.
Deals · July 31, 2026

XPO's LTL Ratio Hits Record as Profit Growth Accelerates

XPO posted a record 79.9% operating ratio in North American LTL as adjusted earnings per share jumped 61.9% to $1.70.
Earnings · July 30, 2026