The Tip Desk

Small-Caps — page 16

Rocket Lab to Buy Iridium in $8 Billion Mixed Deal

The acquisition unites Rocket Lab’s launch and satellite manufacturing with Iridium’s global network and spectrum to create a vertically integrated space powerhouse.
Deals · June 29, 2026

Korn Ferry to Buy AMS in $1.1 Billion Mixed Deal

The acquisition aims to create a global leader in talent and organizational consulting by combining complementary geographic and industry footprints.
Deals · June 29, 2026

Rocket Lab to Buy Iridium in $8 Billion Mixed Deal

The transaction unites Rocket Lab’s launch and satellite manufacturing with Iridium’s global network and spectrum to create a vertically integrated space company.
Deals · June 29, 2026

Retailers split on store fleet overhauls

US chains are pruning underperforming locations while testing brand conversions to lift productivity.
Filing Trends · June 26, 2026

Oceaneering prices $500 million senior notes offering

The subsea robotics provider priced the notes at a 6.875% coupon rate.
Earnings · June 26, 2026

Homeowners Lock In Rates and Reinvest in Houses

Smaller companies are finding growth in home remodeling and long-term defense contracts as consumers avoid moving and the government secures nuclear platforms.
Small-Cap Signal · June 25, 2026

Regional Banks Find Margin Relief as Deposit Costs Dip

Smaller lenders are seeing net interest margins expand as the cost of funding eases and loan portfolios shift toward higher-yield products.
Financials Signal · June 25, 2026

BlackBerry Hits Cash Flow Milestone; M&A Hits Life Sciences, AI

BlackBerry returns to positive operating cash flow as onsemi and Merck KGaA announce multi-billion dollar acquisitions.
Earnings Digest · June 25, 2026

Onsemi to Buy Synaptics in $7 Billion All-Stock Deal

The acquisition would extend onsemi’s reach into edge AI and expand its total addressable market to $243 billion by 2030.
Deals · June 25, 2026

Retail Tariff Pressure Starts to Ease

Four retailers show tariff costs shifting from a margin shock toward a refund question, though exposure has not disappeared.
Filing Trends · June 24, 2026

Quantum Computing posts first revenue from acquisitions

The company swung to a $4.1 million net loss after booking $3.7 million in quarterly sales.
Earnings · June 23, 2026

Quantum Computing to Buy NHanced Semiconductors in $73 Million Mixed Deal

The acquisition launches QCi's second fabrication facility, accelerating its thin-film lithium niobate platform toward commercial-scale production.
Deals · June 23, 2026

OBBBA tax law reshapes R&D cash flows

Five US companies report mixed impacts from the July 2025 tax overhaul, with R&D expensing rules driving near-term cash benefits.
Filing Trends · June 22, 2026

Investment Spending Emerges as the Week's Common Thread

Across 22 companies spanning 10 industries, the loudest signal this week was capital commitment: data centers, infrastructure, storage acquisitions, and balance-sheet discipline all pointed toward continued investment.
Economy Survey · June 22, 2026

Bitmine Hits $10.7B Treasury; Booz Allen Expands Defense Tech

A wave of corporate restructuring and capital raises defines the day's activity across financial and healthcare sectors.
Earnings Digest · June 22, 2026

Fiserv and EquipmentShare Lead Heavy Insider Buying

Six Fiserv insiders and a cluster at EquipmentShare committed millions in open-market purchases this week.
Insider Signal · June 19, 2026

Enterprise Software Vendors Race to Rebrand Around Agentic AI

Five major platform companies have repositioned their core identities around autonomous AI agents in recent filings, signaling a rapid industry-wide pivot.
Filing Trends · June 19, 2026

Tariffs and Macro headwinds squeeze consumer discretionary

Smaller firms are reporting a sharp divergence between struggling consumer-facing businesses and booming AI and defense sectors.
Small-Cap Signal · June 18, 2026

Regional Banks Shed Risk as Hospitality Recovers

United Community Banks is offloading its equipment finance arm to slash charge-offs and boost capital.
Financials Signal · June 18, 2026

Ondas to Buy Cyberhawk in $125 Million Mixed-Structure Deal

The acquisition extends Ondas's autonomous-intelligence platform into critical-infrastructure markets spanning utilities and energy networks.
Deals · June 18, 2026

Kilroy Realty Lifts 2026 FFO Outlook as Leasing Hits Nine-Year High

The West Coast office landlord raised its full-year FFO guidance to $3.49 to $3.63 a share after first-quarter same-property cash NOI growth topped its own forecast.
Earnings · June 17, 2026

Innodata Raises Outlook as Margins Expand

The AI-services provider lifted its full-year revenue-growth target to at least 40% after first-quarter sales climbed 54%.
Earnings · June 17, 2026

Prestige Consumer Healthcare Buys Breathe Right in $1.045 Billion Asset Deal

The acquisition expands the company into the 'better-breathing' category with a brand that will become the largest in its portfolio.
Deals · June 16, 2026

Olin to Combine With Huntsman in $12.5 Billion All-Stock Merger

The merger of equals aims to create a North American chemicals leader with $400 million in cost synergies and enhanced vertical integration.
Deals · June 16, 2026

Olin to Buy Huntsman in All-Stock Merger of Equals Valued at $12.5 Billion

The deal pairs Olin's upstream chlorine and caustic soda assets with Huntsman's downstream polyurethane systems, targeting more than $400 million in cost synergies.
Deals · June 16, 2026

Olin to Merge With Huntsman in All-Stock Deal

The combination creates a North American chemicals leader with more than $400 million in identified cost synergies through vertical integration.
Deals · June 16, 2026

Huntsman to Buy Olin in $12 Billion All-Stock Merger

The deal would create a North American chemicals leader with $400 million in cost synergies and expanded chlorine optionality.
Deals · June 16, 2026

Acquisition Integrations Reshape Revenue and Cost Structures Across Six Major Firms

Recent SEC filings reveal how large-scale deals are driving near-term expense surges and segment transformations at companies including Palo Alto Networks and HPE.
Filing Trends · June 15, 2026

Across 19 Companies, Capex Plans Meet Credit Maneuvering

Nineteen companies across 11 industries used this week's disclosures to weigh capital spending against financing terms, from settled credit agreements to open-ended negotiations.
Economy Survey · June 15, 2026

Nuvei to Acquire Payoneer for $2.75 Billion

A wave of strategic financing and clinical breakthroughs marks the day's corporate updates.
Earnings Digest · June 15, 2026