Small-Caps — page 9
Rates Pinch Credit as Backlogs Signal Uneven Demand
Companies across 14 industries flagged rising borrowing costs and mixed demand signals in their latest disclosures.
Supply Chain Disruptions Spread Beyond Tariffs Into Labor and Tech
Six U.S. companies across disparate industries report intensifying multi-modal supply chain constraints spanning tariffs, skilled labor shortages, component bottlenecks, and logistics disruptions.
Chemours and Chiron Lead Weekly Insider Buying Clusters
Six distinct insiders at Chemours and a $2.5 million commitment at Chiron Real Estate headline a week of concentrated open-market activity.
Media Earnings: Demand, Outlook Broadly Upbeat as Costs Diverge
Communications and media companies described a strong demand backdrop and confident guidance for the second quarter of 2026, even as cost management and hiring told a more uneven story.
Materials & Chemicals: Demand and Pricing Firm, Costs Squeeze
Materials and chemicals producers reported broad demand and pricing strength this quarter, but rising input costs ate into much of the gain.
Healthcare Earnings: Demand Surges, Costs Bite Back
Healthcare and pharma companies described broad-based patient and prescription demand alongside investment-heavy capex plans, even as input costs emerged as the one category tilting negative.
Financial Services Earnings: Demand Strong, Costs Bite Back
Financial services companies reported broad demand strength and expanding capex plans in 2026Q2, even as rising input costs and a softening insurance pricing cycle complicated the picture.
Energy Earnings: Demand Runs Hot, Capex Stays Disciplined
Across oilfield services, midstream and E&Ps, management teams described strengthening activity and firming prices while working costs down rather than opening the spending taps.
Banks Post Broad Loan Growth as Funding Costs Ease
Lenders described widespread loan and deposit growth alongside falling deposit costs, even as a chunk of the group flagged rising personnel and technology spending.
Perpetua Starts Critical-Path Work After Injunction Denial
U.S. EXIM approved a $2.9 billion loan, up from an approximately $2.7 billion proposal, as the company posted a $97.5 million net loss for the three months ended June 30, 2026.
Zenas Receives FDA Acceptance of Obexelimab BLA
The clinical-stage biopharmaceutical company posted a $111.5 million net loss as it prepared for a potential May 27, 2027, PDUFA decision on obexelimab for IgG4-related disease.
NIQ Global Intelligence Raises 2026 Outlook as Cash Flow Inflects
Annualized Intelligence Subscription revenue surpassed $3 billion for the first time in the second quarter.
Cost Inflation Outruns Relief Across 14 Industries
Of 126 companies reporting on the domestic economy this week, 42 across 11 industries pointed to pricing and cost pressure as the defining issue, from oilfield services to hardware to real estate.
Oruka Therapeutics Doubles Cash to $1.1 Billion, Accelerates Key Trial Readouts
The biotech's $700 million April offering swelled its balance sheet and pushed EVERLAST-B data a quarter ahead of schedule.
National Energy Services Reunited Posts Record Quarter as Margins Expand
National Energy Services Reunited (NESR) reported revenue of $520.8 million in the second quarter, up 59.1% from a year earlier and up 28.7% from the first quarter.
Ceco Raises Outlook as Thermon Deal Accelerates Growth
Second-quarter revenue climbed 54% to $285.0 million as the Thermon acquisition entered the results.
WEBTOON to Buy RI Games in $100 Million Mixed-Structure Deal
The webcomics platform is building an in-house pipeline to turn hit series into mobile and interactive games.
Rocket Lab to Buy Iridium in $8 Billion Cash-and-Stock Deal
The acquisition would create a vertically integrated space company spanning launch, satellite manufacturing, spectrum, and on-orbit communications services.
Quantum Computing to Buy NHanced Semiconductors in $73.1 Million Mixed Deal
The acquisition launches QCi's second fabrication facility years ahead of schedule, adding advanced packaging and photonic integration capacity to the company's commercialization roadmap.
Ondas to Buy Cyberhawk in $125 Million Mostly Cash Deal
The acquisition would extend Ondas from autonomous data collection into software-enabled inspection and AI-driven infrastructure intelligence.
California Resources to Buy Crimson Midstream Pipeline Assets for $63 Million
The all-cash deal for Crimson's California pipeline and storage network extends CRC's push to knit its upstream production together with the infrastructure that moves it.
Amneal Completes Acquisition of Kashiv BioSciences
The deal knits Kashiv's biosimilars manufacturing and pipeline into Amneal's commercial network, giving the company a platform aimed at more than $300 billion in biologics set to lose patent protection over the next decade.
Archer Aviation to Acquire Boeing's Wisk Aero, Insitu and SkyGrid Units
The deal folds a $200 million-plus defense revenue stream and autonomy software from three Boeing subsidiaries into Archer's air-taxi platform, betting on physical AI as its next growth leg.
Ziff Davis Posts EPS Rebound as Revenue Declines
Free cash flow doubled from a year earlier to $54.0 million.
Wendy’s Withdraws Outlook as U.S. Sales Slide
Second-quarter revenue rose 1.7% to $570.6 million even as restaurant traffic remained under pressure.
Interface Lifts Outlook as Margins Widen
Second-quarter net sales rose 5.4% to $395.7 million.
Spectrum Brands Swings to Loss on HPC Impairment Despite Sales Surge
Spectrum Brands Holdings posted a $20.3 million net loss in its fiscal third quarter even as net sales rose 7.7% and adjusted EBITDA more than doubled.
Ellington Financial's Profit Slides as Litigation Gain Fades
Ellington Financial reported net income of $54.4 million, or $0.43 a share, for the second quarter of 2026, down from $95.5 million a year earlier as one-time gains rolled off.
Tarsus Pharmaceuticals to Acquire Alkeus Pharmaceuticals to Expand Retina Pipeline
The acquisition adds a Phase 3 clinical program for Stargardt disease as Tarsus seeks to increase its presence in the high-growth retina specialty.
Nuvei to Acquire Payoneer in $2.75 Billion Cash Deal
The acquisition combines Nuvei's payment acceptance with Payoneer's cross-border payouts to create a global financial infrastructure leader.