The Tip Desk

Small-Caps — page 11

Consortium Led by Robert Ortenzio to Buy Select Medical in $3.9 Billion Deal

The all-cash take-private transaction is led by the company's executive chairman and private equity firm Welsh, Carson, Anderson & Stowe.
Deals · July 1, 2026

Utilities Lead Quarterly Dilution as Materials Buybacks Gain

Aggregate share counts rose across Utilities, Energy, and Healthcare while Materials and Retail saw net reductions.
Share Count Trends · June 30, 2026

Input Costs Squeeze Margins Even as Demand Holds Firm

Companies describe resilient demand and steady capital spending this quarter, but input-cost inflation, hiring caution and consumer strain dominate what management teams disclosed.
Filings Beige Book · June 30, 2026

Progress Software Lifts Guidance as AI Products Drive Revenue Beat

The application-development software maker posted $253 million in quarterly revenue, topping its own forecast by as much as $13 million on AI-driven demand.
Earnings · June 30, 2026

Brinks posts profit growth as margins expand

The cash-logistics provider reported adjusted earnings of $1.80 a share for the quarter.
Earnings · June 30, 2026

Talos Energy to Acquire Shell Deepwater Gulf Assets in $850 Million Deal

The bolt-on purchase adds low-cost, oil-weighted production and infrastructure-led exploration opportunities to Talos's Gulf of America portfolio.
Deals · June 30, 2026

The Brink’s Company to Buy NCR Atleos in $6.6 Billion Deal

The acquisition combines global cash management expertise with a massive ATM network to expand Brink's presence in managed services and digital retail solutions.
Deals · June 30, 2026

Brink’s Completes NCR Atleos Acquisition in $6.6 Billion Cash-Stock Deal

Shareholder approval clears the way for a combined company with $10 billion in revenue and expanded ATM managed services.
Deals · June 30, 2026

Credit Lines and Coupon Math Anchor Week's Economy Commentary

Eleven of 23 companies surveyed this week, spanning five industries, framed the economy through the lens of credit and rates, from biotech cash reserves to industrial revolvers to a fresh $1.6 billion financing close.
Economy Survey · June 29, 2026

Bitmine Hits $9.8B Asset Mark; Rocket Lab to Acquire Iridium

A wave of strategic consolidations and capital raises defines the day's corporate activity across finance, space, and healthcare.
Earnings Digest · June 29, 2026

Zymeworks to Buy Theravance Biopharma in $929 Million Cash Deal

The acquisition adds a unique nebulized COPD treatment to Zymeworks' portfolio to diversify its revenue streams through partner-driven cash flows.
Deals · June 29, 2026

Rocket Lab to Buy Iridium in $8 Billion Mixed Deal

The acquisition unites Rocket Lab’s launch and satellite manufacturing with Iridium’s global network and spectrum to create a vertically integrated space powerhouse.
Deals · June 29, 2026

Korn Ferry to Buy AMS in $1.1 Billion Mixed Deal

The acquisition aims to create a global leader in talent and organizational consulting by combining complementary geographic and industry footprints.
Deals · June 29, 2026

Rocket Lab to Buy Iridium in $8 Billion Mixed Deal

The transaction unites Rocket Lab’s launch and satellite manufacturing with Iridium’s global network and spectrum to create a vertically integrated space company.
Deals · June 29, 2026

Retailers split on store fleet overhauls

US chains are pruning underperforming locations while testing brand conversions to lift productivity.
Filing Trends · June 26, 2026

Select Medical Profit Slumps as Costs Outpace Revenue

Adjusted earnings per share fell to 36 cents from 44 cents a year earlier.
Earnings · June 26, 2026

Oceaneering prices $500 million senior notes offering

The subsea robotics provider priced the notes at a 6.875% coupon rate.
Earnings · June 26, 2026

Homeowners Lock In Rates and Reinvest in Houses

Smaller companies are finding growth in home remodeling and long-term defense contracts as consumers avoid moving and the government secures nuclear platforms.
Small-Cap Signal · June 25, 2026

Regional Banks Find Margin Relief as Deposit Costs Dip

Smaller lenders are seeing net interest margins expand as the cost of funding eases and loan portfolios shift toward higher-yield products.
Financials Signal · June 25, 2026

BlackBerry Hits Cash Flow Milestone; M&A Hits Life Sciences, AI

BlackBerry returns to positive operating cash flow as onsemi and Merck KGaA announce multi-billion dollar acquisitions.
Earnings Digest · June 25, 2026

Onsemi to Buy Synaptics in $7 Billion All-Stock Deal

The acquisition would extend onsemi’s reach into edge AI and expand its total addressable market to $243 billion by 2030.
Deals · June 25, 2026

Retail Tariff Pressure Starts to Ease

Four retailers show tariff costs shifting from a margin shock toward a refund question, though exposure has not disappeared.
Filing Trends · June 24, 2026

Quantum Computing posts first revenue from acquisitions

The company swung to a $4.1 million net loss after booking $3.7 million in quarterly sales.
Earnings · June 23, 2026

Quantum Computing to Buy NHanced Semiconductors in $73 Million Mixed Deal

The acquisition launches QCi's second fabrication facility, accelerating its thin-film lithium niobate platform toward commercial-scale production.
Deals · June 23, 2026

OBBBA tax law reshapes R&D cash flows

Five US companies report mixed impacts from the July 2025 tax overhaul, with R&D expensing rules driving near-term cash benefits.
Filing Trends · June 22, 2026

Investment Spending Emerges as the Week's Common Thread

Across 22 companies spanning 10 industries, the loudest signal this week was capital commitment: data centers, infrastructure, storage acquisitions, and balance-sheet discipline all pointed toward continued investment.
Economy Survey · June 22, 2026

Bitmine Hits $10.7B Treasury; Booz Allen Expands Defense Tech

A wave of corporate restructuring and capital raises defines the day's activity across financial and healthcare sectors.
Earnings Digest · June 22, 2026

Fiserv and EquipmentShare Lead Heavy Insider Buying

Six Fiserv insiders and a cluster at EquipmentShare committed millions in open-market purchases this week.
Insider Signal · June 19, 2026

Enterprise Software Vendors Race to Rebrand Around Agentic AI

Five major platform companies have repositioned their core identities around autonomous AI agents in recent filings, signaling a rapid industry-wide pivot.
Filing Trends · June 19, 2026

Tariffs and Macro headwinds squeeze consumer discretionary

Smaller firms are reporting a sharp divergence between struggling consumer-facing businesses and booming AI and defense sectors.
Small-Cap Signal · June 18, 2026