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Companies

Analysis

Incentives Weigh on Mastercard Cash Flow as Visa's Rises

The networks face different cash pressures and financing choices even as both expect further customer incentive activity.
Peer Earnings Note · November 6, 2026 · 2 min read

Vanda, Herbalife, Tactile Launch Products; LENZ Adds VIZZ Telehealth

Vanda, LENZ, Herbalife and Tactile reported completed launches of NEREUS, a VIZZ telehealth channel, Bioniq and Nimbl.
Product Launch Watch · November 4, 2026 · 1 min read

Bristol Myers and AbbVie Take Different Paths to Fund Growth

Nine-month cash flows show one drugmaker reducing net debt as the other combines stronger operating cash generation with a major acquisition and borrowing.
Peer Earnings Note · November 4, 2026 · 2 min read

TUDRIQEV Prescriptions Start; Nautilus Opens Voyager Access

Replimune reported early-October commercial availability of TUDRIQEV with institutional formulary and prescription activity, while Nautilus Biotechnology launched an Early Access Program for the Nautilus Voyager platform.
Product Launch Watch · October 28, 2026 · 2 min read

AT&T And Verizon Grow Customers And Lift EPS Outlooks

Customer gains accompanied higher adjusted earnings and stronger annual adjusted EPS outlooks at AT&T and Verizon.
Peer Earnings Note · October 27, 2026 · 1 min read

Railroads Gain Freight Volume And Revenue

CSX, Norfolk Southern and Union Pacific reported stronger third-quarter demand, but margin performance diverged.
Peer Earnings Note · October 27, 2026 · 1 min read

Defense Ramps Offer Cash Protection Before Proven Returns

Lockheed Martin and RTX describe customer support for munitions investment, while Northrop expects operating and tax offsets to absorb heavier B-21 spending.
Peer Earnings Note · October 27, 2026 · 3 min read

Alternative Ballistics Files to Register Shares for Selling-Stockholder Resales

The filing covers up to 50.2 million shares for resale; ALBC is already quoted on the OTCQB.
Company Filings · October 19, 2026 · 2 min read

Micron Starts 1α DDR4; Tilray Launches CBD Oral Solution

Three issuers reported product launches in this week's filings, from a Virginia fab line to an intended Panama prescription route.
Product Launch Watch · October 14, 2026 · 1 min read

Micron Starts 1α DDR4; Tilray Launches CBD Oral Solution

Micron began first production of 1α DDR4 in Virginia, while Tilray launched a prescription CBD oral solution in Panama.
Product Launch Watch · October 14, 2026 · 1 min read

Newsroom

Vistra raised common dividend and set preferred payouts

The electricity company scheduled payments into January as its Series B preferred stock approached its first rate-reset date.
Companies · November 1, 2026 · 2 min read

AbbVie wins FDA approval for at-home Skyrizi initiation

The clearance gave adults with Crohn’s disease an option to start Skyrizi at home and continue using an on-body injector through maintenance treatment.
Companies · October 24, 2026 · 2 min read

Meta brings new Ray-Ban AI glasses to India

The company paired its latest glasses release with an Indian brand ambassador and plans for more hands-free AI features.
Companies · October 3, 2026 · 2 min read

Microsoft expands datacenter training

The cloud services provider extended its academy network to prepare local technicians for an infrastructure business that depends on skilled workers.
Companies · September 22, 2026 · 2 min read