The Tip Desk

Small-Caps — page 10

iRhythm to Buy Vital Connect in $287.5 Million Cardiac-Monitoring Deal

iRhythm said the acquisition would immediately widen its addressable market and push the company beyond ambulatory cardiac monitoring into a broader cardiac monitoring and intelligence platform.
Deals · August 7, 2026

Harrow to Buy TYRVAYA Assets in Deal Worth Up to $100 Million

The asset purchase would add a second mechanism of action to Harrow’s dry-eye portfolio alongside VEVYE.
Deals · August 7, 2026

Guardian Pharmacy Services to Acquire Wellness Concepts

The acquisition expands Guardian's geographic footprint in the Shenandoah Valley through the addition of a Virginia-based long-term care pharmacy.
Deals · August 7, 2026

Nielsen to Buy DoubleVerify in Merger Deal

DoubleVerify withdrew its outlook and suspended investor calls while the Nielsen transaction remained pending.
Deals · August 7, 2026

Brady Completes $1.4 Billion Cash Purchase of Honeywell's PSS Unit

The deal folds Honeywell's mobile-computing and scanning business into Brady's identification and safety portfolio, pushing the combined company into a $9 billion productivity-solutions market.
Deals · August 7, 2026

Small Caps Leverage Pricing Power Amidst Input Volatility

Smaller companies are successfully raising prices and subscription fees to offset rising costs and shifting consumer behavior.
Small-Cap Signal · August 6, 2026

Tripadvisor Agrees to Sell TheFork to American Express for $700 Million

The all-cash sale would give Tripadvisor greater capital-allocation flexibility as it concentrates on travel experiences.
Deals · August 6, 2026

CD&R Adjusts Stake Following Resideo Spin-Off

The investor exchanged preferred shares and extended lock-up restrictions as Resideo separated its global specialty distributor segment.
Stake Watch · August 5, 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

LCI Lifts Profit as Aftermarket Offsets RV Slump

Adjusted net sales declined 4.5% to $1.057 billion after accounting for expected tariff-refund pass-throughs.
Earnings · August 5, 2026

LCI Industries, Patrick Industries Agree to All-Stock Merger

The combination pairs Lippert's structural components business with Patrick's aftermarket distribution network to create an $8.1 billion revenue platform serving RV, marine, powersports and housing OEMs.
Deals · August 5, 2026

CoreCivic Sells Two Facilities in $734 Million Asset Deal

The prison operator planned to direct the proceeds toward corporate purposes including debt reduction and share repurchases.
Deals · August 5, 2026

Central Garden & Pet to Buy TRIXIE in Up to €400 Million Deal

The acquisition would establish a scaled European platform and lift Central’s international sales exposure to about 10%.
Deals · August 5, 2026

Blue Bird to Buy Detroit Chassis Plant Assets in Ford Tie-Up

Blue Bird agreed to acquire the assets of Detroit Chassis LLC's Detroit Assembly Plant as part of an expanded collaboration with Ford, a move it says opens $1.4 billion of new addressable market.
Deals · August 5, 2026

Blue Bird to Buy Detroit Chassis Assets in Ford Collaboration Deal

The asset acquisition is part of a broader agreement with Ford Motor Company to design and commercialize the next generation of F-53 and F-59 commercial stripped chassis.
Deals · 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 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

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

Coliseum Capital Management takes stake in Sonos

The investment firm is monitoring the audio company's operations and strategic matters for potential extraordinary transactions.
Stake Watch · August 4, 2026

Tanger to Buy Levis Commons Town Center in $60 Million Cash Deal

The acquisition is part of a disciplined external growth strategy to enhance the company's portfolio of open-air and lifestyle centers.
Deals · August 4, 2026

Resideo Completes ADI Global Distribution Stock Spinoff

The separation positioned Resideo as a pure-play building-technologies company focused on profitable growth and innovation.
Deals · August 4, 2026

Lumen Technologies Completes Acquisition of Alkira

The deal integrates a cloud-native Network-as-a-Service control plane to accelerate Lumen's programmable networking capabilities for AI workloads.
Deals · August 4, 2026

Hinge Health to Buy Cylinder Health in $105 Million Cash Deal

The acquisition would extend Hinge Health’s AI-powered care platform into chronic digestive care through a single app.
Deals · August 4, 2026

Hillman Solutions to Buy Kanebridge Corporation in $315 Million Deal

The acquisition provides Hillman Solutions with an immediate industrial master distribution presence and a foothold in the industrial channel.
Deals · August 4, 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

Teleflex to Sell OEM Business in $1.5 Billion Cash Deal

The asset sale would sharpen Teleflex’s focus on higher-growth medical technologies while supporting debt reduction and shareholder returns.
Deals · August 3, 2026

Supernus Pharmaceuticals to Merge With Indivior Pharmaceuticals in All-Stock Deal

The combination aims to create a diversified central nervous system biopharmaceutical leader with $2.2 billion in combined annual revenues.
Deals · August 3, 2026