The Tip Desk

Remaining performance obligations rose $209 billion year-over-year to $664 billion after more than $30 billion of new AI cloud contracts.

The entertainment commerce platform posted fiscal 2026 net revenues of $1.149 billion, up 8% from a year earlier.

The convenience chain posted diluted earnings of $7.37 a share in the three months ended July 31, 2026, as fuel margin offset a 0.3% drop in same-store gallons.

The faith-technology platform posted $46.6 million of second-quarter sales, 188% above a year earlier, and said it expects Adjusted EBITDA profitability in the fourth quarter.

The travel platform posted $233 million of second-quarter revenue and raised full-year non-GAAP operating income to $82 million to $86 million.

Rental revenue rose 12.5% to a record $2,927 million in the fiscal first quarter ended July 31, 2026.

The Southeast regional lender will pay $10.50 a share in cash and stock, a 25% premium to First Community’s September 9 close.

The Reverse Morris Trust deal is expected to close October 1, 2026, creating a scaled thermal-management company with Modine shareholders owning 40%.

The Wyoming explorer is marketing existing shares tied to Bendoc, Mt Bute, Rutherglenn and Aur Gading.

The aluminum producer will take Worsley Alumina, Hillside Aluminum and Brazil operations for $3.1 billion in cash plus about 17 million shares.

The analog chipmaker said the purchase accelerates its “Physical Intelligence” push, pairing Alif’s digital processing with ADI’s sensing, power, and connectivity stack.

The Canadian energy company said the purchase links Bakken, Powder River Basin and Denver-Julesburg crude through Cushing and complements its Express-Platte system.

Four GameStop insiders added 1.07 million shares in a week, the largest cluster of the period.

Getty Investments and KED acknowledged a Section 13(d)(3) group on August 25, 2026, as Getty Images weighs financing alternatives.

The activist group reported a 49.99% stake in the real estate investment trust after new side agreements.

Six distinct insiders at Chemours and a $2.5 million commitment at Chiron Real Estate headline a week of concentrated open-market activity.

Banco do Brasil's cost of credit fell 2.1% quarter over quarter to R$18.5 billion in the second quarter, even as its CET1 ratio slid another 32 basis points to 11.27%.

The global financial services group saw net interest income reach €7,627 million in the second quarter.

Staff pushed Coeur Mining through months of comment letters over inventory-related add-backs to Adjusted EBITDA, forcing new disclosure but no retreat on the underlying adjustments.

A year-long comment-letter dialogue pushed Cooper Companies to defend and eventually narrow its non-GAAP presentations while adding new segment and disclosure detail.

A surge in monthly outlays and a dip in receipts drove the deficit higher than the same period last year.

Crude oil stocks rose sharply while natural gas storage saw a modest injection amid rising retail power costs.

New Treasury data shows a tightening yield curve alongside mixed labor and inflation signals from federal agencies.

Companies across 14 industries flagged rising borrowing costs and mixed demand signals in their latest disclosures.

American Eagle halted program repurchases while Broadcom, Academy Sports and RH kept authorizations moving.

Bank mergers are lifting balance sheets for a concentrated group of lenders, but the lasting payoff depends on deposits, operating leverage, credit discipline and tangible capital.

Sonida Senior Living put a dollar figure on labor inflation that most peers still describe only in hedged, forward-looking terms.

Credo Technology became the first company in the group to name market 'bubble' concerns around AI infrastructure spending, as peers diverged between warning on capex sustainability and doubling down on buildout risk.

Helen of Troy disclosed a realized drop in retailer replenishment orders tied to softer demand, while Petco, Oxford Industries and Zumiez detailed how price sensitivity and trade-down behavior are reshaping category and promotional dynamics.

Retail giants kept buying shares while software and home-goods firms paused or stopped repurchases.

New research highlights how government policy is actively shaping global trade surpluses, maritime infrastructure, and the stability of digital assets.

American Eagle halted program repurchases while Broadcom, Academy Sports and RH kept authorizations moving.

Retail giants kept buying shares while software and home-goods firms paused or stopped repurchases.

The FDA cleared Zenbexus under NDA 221075 on Aug. 13, 2026.

A February 2026 Supreme Court decision striking down IEEPA-based tariffs has triggered a refund process for U.S. importers, though new trade levies have quickly filled the gap.

Cameron Interstate Pipeline held rates flat and construction quiet in 2024, leaning instead on a $410 million backlog of fixed-fee contracts tied to Sempra's Cameron LNG export venture.

MPLX's oil-pipeline subsidiaries closed out 2024 with a court victory on Ozark's market-based rates and an unresolved tribal-land dispute still idling part of the Tesoro High Plains system.

The analog chipmaker said the purchase accelerates its “Physical Intelligence” push, pairing Alif’s digital processing with ADI’s sensing, power, and connectivity stack.

Remaining performance obligations rose $209 billion year-over-year to $664 billion after more than $30 billion of new AI cloud contracts.

The faith-technology platform posted $46.6 million of second-quarter sales, 188% above a year earlier, and said it expects Adjusted EBITDA profitability in the fourth quarter.

The travel platform posted $233 million of second-quarter revenue and raised full-year non-GAAP operating income to $82 million to $86 million.

The voice-AI company said the combination pairs its agentic voice platform with LivePerson’s digital messaging to create an end-to-end omnichannel engagement stack.

The analog and mixed-signal semiconductor maker said regulatory approvals are progressing and it is preparing to close as early as within the fiscal year.