The Tip Desk

August 2026

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RBC Posts Record $6.0 Billion Net Income

Wealth Management net income rose 32% year-over-year as fee-based client assets lifted the Canadian lender's $8.7 billion pre-provision, pre-tax earnings.
Global Banks · August 31, 2026

Baxter Recalls Duo-Vent Solution Sets

Baxter Healthcare Corporation issued a Class I recall of Duo-Vent Solution Sets after customer reports of air bubbles in the drip chamber and tubing.
FDA · August 31, 2026

Walmart and TJX Buy Back More Stock

Retail giants kept buying shares while software and home-goods firms paused or stopped repurchases.
Filing Trends · August 31, 2026

Getty Investors Form Capital-Solutions Group With KED

Getty Investments and KED acknowledged a Section 13(d)(3) group on August 25, 2026, as Getty Images weighs financing alternatives.
Stake Watch · August 28, 2026

Marvell Posts Record $2.74 Billion Revenue

The data-infrastructure chipmaker guided third-quarter fiscal 2027 net revenue to $3.150 billion, plus or minus 5%.
Earnings · August 28, 2026

Hormel Raises Adjusted Earnings Outlook to $1.45-$1.51

The branded food company posted $2.96 billion of third-quarter net sales as organic sales reversed from growth to a 2% decline.
Earnings · August 28, 2026

Gap Comparable Sales Turn Down 1% After Ninth Straight Gain

The apparel company posted $3.7 billion of second-quarter net sales and raised its adjusted full-year earnings outlook to about $2.35 to $2.45 a share.
Earnings · August 28, 2026

Dollar General Lifts Full-Year EPS Outlook to $8.00

The neighborhood general store posted $2.48 a share in the 13 weeks ended July 31, 2026, and raised its fiscal 2026 earnings range.
Earnings · August 28, 2026

Best Buy Lifts Comparable Sales Outlook to 3.0%

The electronics retailer posted 4.1% enterprise comparable sales growth in the 13 weeks ended Aug. 1 and raised full-year adjusted diluted EPS guidance to $6.70 to $6.90.
Earnings · August 28, 2026

Affirm RLTC Growth Accelerates to 41% Year Over Year

Revenue less transaction costs reached $498 million in the third fiscal quarter as GMV growth cooled to 35%.
Earnings · August 28, 2026

Velocity Financial to Buy Toorak Capital for $3.2 Billion

The all-cash acquisition is expected to add a capital-light, fee-based origination business to Velocity’s platform.
Deals · August 28, 2026

First Financial to Buy First Illinois in $111.3 Million Deal

The Cincinnati bank holding company will add Hickory Point Bank’s community banking presence in Decatur, Springfield and Champaign.
Deals · August 28, 2026

Nabors to Invest $35 Million in Quaise Energy

The drilling contractor said the stake advances its plan to put automation and well-construction capabilities into adjacent energy markets.
Deals · August 28, 2026

Malibu Boats to Buy Saxdor Yachts in $203.9 Million Deal

The recreational powerboat maker said the mixed-structure purchase of the Finnish adventure-dayboat builder fills a premium whitespace in its portfolio.
Deals · August 28, 2026

Electronics Distributors Face Widening Supply Chain Squeeze

Four electronics companies said memory, sole-source parts, supplier consolidation, and tariffs are tightening their supply chains at once.
Filing Trends · August 27, 2026

Synopsys Lifts Full-Year Revenue Outlook to $9.715 Billion

The chip-design software maker posted third-quarter revenue of $2.477 billion and non-GAAP earnings of $3.91 a share, above the high end of its prior range.
Earnings · August 27, 2026

Nvidia Third-Quarter Revenue Outlook Reaches $108 Billion

The AI chipmaker posted $96.2 billion in second-quarter sales and said it is not assuming any Data Center compute revenue from China in the new forecast.
Earnings · August 27, 2026

CrowdStrike Net New ARR Reaches Record $333 Million

The cybersecurity company lifted full-year fiscal 2027 net new ARR growth guidance to 34% at the midpoint after a 51% year-over-year acceleration.
Earnings · August 27, 2026

Agilent Lifts Full-Year Revenue Outlook to $7.51 Billion

The lab-equipment maker posted $1.88 billion in third-quarter sales and raised non-GAAP earnings guidance to $6.18 to $6.21 a share.
Earnings · August 27, 2026

Victory Capital to Buy First Eagle for $7.0 Billion

The San Antonio asset manager said the mixed-consideration deal adds a global value multi-asset franchise and a scaled CLO and alternative credit platform.
Deals · August 27, 2026

Priority Technology to Acquire IntelliPay

The payments company said the deal will create Priority Commerce Government, extending its enterprise payments platform into state and local municipalities.
Deals · August 27, 2026

Biohaven to Buy SK Biopharm's Kv7 Assets in $795 Million Deal

The clinical-stage biopharmaceutical company will pair its opakalim program with SK's epilepsy commercial platform.
Deals · August 27, 2026

AMETEK Completes $5.0 Billion Indicor Instrumentation Acquisition

The industrial-technology company said the deal adds about $1.1 billion of sales and a roughly 50% aftermarket mix, with businesses folded into Electronic Instruments and Electromechanical groups.
Deals · August 27, 2026

Orion180 Insurance Group Files to Sell Class A Shares

The specialty homeowners insurer said it will use the proceeds as capital to grow the business and for general corporate purposes.
IPO Watch · August 26, 2026

Zoom Enterprise Revenue Grows 7.8% to $787.5 Million

The collaboration software company posted second-quarter revenue of $1,277.2 million, up 4.9% from a year earlier.
Earnings · August 26, 2026

Semtech Sales Reach Record $341.9 Million

The semiconductor maker guided third-quarter net sales of $410.0 million plus or minus $5.0 million.
Earnings · August 26, 2026

nCino Revenue Growth Slowed to 8% at $161.0 Million

The agentic-banking platform posted $13.6 million of GAAP operating income and authorized another $100 million of share buybacks.
Earnings · August 26, 2026

Intuit Posts $21.4 Billion Fiscal 2026 Revenue

Fourth-quarter revenue rose 14% to $4.4 billion, a faster pace than the 10% gain in the third quarter.
Earnings · August 26, 2026

Dick's Cuts 2026 Earnings Outlook to $10.94–$11.94

The sports retailer posted $3.50 a share in the second quarter as Foot Locker comps turned negative 3.6%.
Earnings · August 26, 2026

Willis Lease Finance to Buy 12 Aircraft and 13 Engines

The aircraft-engine lessor said the asset purchase will expand its lease book and feed engine-based programs such as ConstantThrust.
Deals · August 26, 2026

Valley National Bancorp to Buy Providence Financial for $247 Million

The mixed cash-and-stock deal adds a Chicagoland branch network to Valley’s commercial franchise.
Deals · August 26, 2026

CrossCountry Mortgage Completes $12.00-a-Share Cash Take-Private of Two Harbors

The distributed retail lender closed its all-cash acquisition of the MSR-focused REIT after raising the price twice and dropping a competing UWM deal.
Deals · August 26, 2026

Papa John’s to Sell PZZA Group Restaurants

The pizza chain said the asset purchase furthers its initiative to refranchise corporate-owned locations with proven partners.
Deals · August 26, 2026

Par Pacific to Sell Laramie Energy for $485 Million

The Houston-based refiner will exit its 46% stake in the Western Colorado natural gas producer and book about $146 million of the cash consideration.
Deals · August 26, 2026

Navitas Semiconductor to Buy Claros in $232.8 Million Deal

The power-semiconductor maker said the acquisition completes its grid-to-xPU portfolio and advances its AI-infrastructure strategy under Navitas 2.0.
Deals · August 26, 2026

Olin and Huntsman Shareholders Approve Merger of Equals

The all-stock combination of the two chemicals makers is expected to close in the first half of 2027.
Deals · August 26, 2026

SEC Pressed Salarius Over Decoy Deal Math, Warrant Terms

Across months of registration-statement review, the SEC pushed Salarius Pharmaceuticals to justify its Decoy Therapeutics valuation, spell out delisting risk and account for warrant liabilities tied to a looming reverse split.
SEC Correspondence Focus · August 26, 2026

Stilwell Group Adds Letter Amendment at Wheeler REIT

The activist group reported a 49.99% stake in the real estate investment trust after new side agreements.
Stake Watch · August 25, 2026

LIG Defense and Aerospace expands US market presence

The company acquired a majority stake in Ghost Robotics Corporation in July 2024.
Earnings · August 25, 2026

The ARR Inflection That Isn't Proven Yet

Digi International's recurring-revenue surge looks impressive on the surface, but the filing evidence cannot yet separate acquisition from organic momentum.
Fathom Files · August 25, 2026

USA Rare Earth to Close Serra Verde Acquisition After Shareholder Vote

The rare earth producer said the Brazilian mine will anchor an integrated mine-to-magnet chain once the deal closes.
Deals · August 25, 2026

Martin Marietta Completes $13.5 Billion Lhoist North America Combination

The aggregates producer said the deal expands its Specialties platform and makes it the nation’s leading limestone producer.
Deals · August 25, 2026

Kimbell Royalty Partners to Buy Affiliated Interests for $221.2 Million

The mineral and royalty owner said the drop-down spans more than 3 million gross acres and 29,000 producing wells across four basins.
Deals · August 25, 2026

Booz Allen to Buy Ultra Mission Solutions for $720 Million

The defense-technology firm will fold Ultra’s encryption and edge-compute products into its AI-driven battle-management portfolio.
Deals · August 25, 2026

FDA Approves Bristol Myers Squibb's Zenbexus

The FDA cleared Zenbexus under NDA 221075 on Aug. 13, 2026.
FDA · August 24, 2026

Ubiquiti Revenues Hit Record $937.3 Million

The networking infrastructure provider announced a plan to pay quarterly dividends of at least $1.00 per share in fiscal 2027.
Earnings · August 22, 2026

Somnigroup to Buy Leggett & Platt in $2.5 Billion All-Stock Deal

Shareholders of the 143-year-old components maker approved the merger, clearing the way for the bedding giant to deepen its vertical integration.
Deals · August 22, 2026

CoStar Group Completes $800 Million All-Cash Acquisition of Zonda

The deal extends CoStar's data and marketplace reach into the nearly $1 trillion U.S. new-home construction market.
Deals · August 22, 2026

Supreme Court IEEPA Tariff Ruling Opens Refund Path for Importers

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.
Filing Trends · August 21, 2026

Lyntris Inc. Prices IPO at $17.50 Per Share

The company enters the public market with an estimated $60 million in net proceeds.
IPO Watch · August 21, 2026