The Tip Desk

Small-Caps — page 5

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

Intuitive Machines to Acquire Goonhilly and COMSAT to Expand Space Network

The acquisition adds a network of ground stations to enhance deep space communications and position, navigation, and timing capabilities.
Deals · August 3, 2026

Liberty Global Buys Vodafone’s VodafoneZiggo Stake for €1 Billion, Equity

The transaction gave Liberty Global full control of VodafoneZiggo and advanced plans to form and list a broader Benelux telecommunications group.
Deals · August 3, 2026

KKR to Buy Integer Holdings in $5.7 Billion Take-Private Deal

KKR agreed to take medical-device manufacturer Integer Holdings private for $127 a share, capping a board-led strategic review with a premium of roughly 52% to the stock's price before the review began.
Deals · August 3, 2026

Indivior to Buy Supernus in All-Stock Merger

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

Indivior and Supernus to Combine in All-Stock Merger of Equals

The combination would create a scaled central-nervous-system drugmaker with $2.2 billion in annual revenue and $125 million in expected cost savings.
Deals · August 3, 2026

Prysmian to Buy Atkore in $3.8 Billion All-Cash Deal

The acquisition would broaden Prysmian’s electrical-products portfolio as infrastructure investment accelerates.
Deals · August 3, 2026

Genesis Energy Maintains Stable Operational Footprint Across 2024 Pipeline Portfolio

The midstream operator reported no significant regulatory or structural changes across its primary pipeline subsidiaries during the report year.
Utility Annual Reviews · August 1, 2026

Western Union Slashes Full-Year Profit Outlook as Costs Climb

Western Union posted a 31% drop in operating income to $132.1 million as guidance for full-year adjusted earnings per share was cut to $1.25 to $1.35 from $1.75 to $1.85.
Earnings · July 31, 2026

Vericel Raises Revenue Guidance Again, Adds First Buyback

Vericel swung to a $2.2 million profit and lifted its full-year revenue outlook to $330-$340 million even as quarterly growth cooled to 22%.
Earnings · July 31, 2026

Provident Financial's NIM Widens as Reserve Cushion Thins

Provident Financial Services (PFS) posted record net interest income of $202.7 million as its net interest margin expanded 8 bps to 3.48%, even as reserve coverage of non-performing loans fell to 134.87% from 235.61% at year-end.
Earnings · July 31, 2026

Olin Swings Toward Breakeven as Merger Costs and Plant Outage Bite

Olin posted a $13.3 million net loss in the second quarter as an unplanned Freeport plant shutdown cut adjusted EBITDA by $40 million.
Earnings · July 31, 2026

NMI Holdings Posts Third Straight Earnings Gain as NIW Jumps 31%

NMI Holdings reported net income of $105.8 million, or $1.38 a share, as new insurance written surged 31% from the prior quarter to $16.1 billion.
Earnings · July 31, 2026