The Tip Desk

Small-Caps — page 3

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

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

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

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

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

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

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

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

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

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

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

BILL Cuts Costs, Lifts Profit as Revenue Growth Set to Slow

The payments-software company posted $101.6 million in non-GAAP operating income for its fiscal fourth quarter, up 80% from a year earlier, even as it guided for revenue growth to decelerate in fiscal 2027.
Earnings · August 20, 2026

Sonida Senior Living to Acquire CHP in $1.8 Billion Mixed Deal

The combination creates a $3.3 billion pure-play senior housing platform and the eighth-largest owner of U.S. senior living assets.
Deals · August 18, 2026

Pilgrim's Pride to Acquire Walkers Deli & Sausage Company

The acquisition aims to expand the company's presence in the United Kingdom's value-added premium pork categories.
Deals · August 18, 2026

Banner to Acquire Pacific Financial in $177 Million All-Stock Deal

The combination deepens Banner's footprint across Western Washington and Oregon, adding a 55-year-old community bank with $1.29 billion in assets.
Deals · August 18, 2026

Rates Pinch Credit as Backlogs Signal Uneven Demand

Companies across 14 industries flagged rising borrowing costs and mixed demand signals in their latest disclosures.
Economy Survey · August 17, 2026

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.
Filing Trends · August 14, 2026

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.
Insider Signal · August 14, 2026

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.
Industry Earnings Roundup · August 14, 2026

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.
Industry Earnings Roundup · August 14, 2026

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.
Industry Earnings Roundup · August 14, 2026

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.
Industry Earnings Roundup · August 14, 2026

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.
Industry Earnings Roundup · August 14, 2026

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.
Industry Earnings Roundup · August 14, 2026

Ondas Completes Cyberhawk Acquisition, Expands Drone Operations

The roughly $125 million transaction was structured with 95% of the consideration in cash.
Earnings · August 11, 2026

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.
Economy Survey · August 10, 2026

Target Hospitality Raises Full-Year Outlook as Revenue Climbs 39%

The company increased its full-year revenue guidance by 11% to a range of $410 million to $420 million.
Earnings · August 10, 2026

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.
Earnings · August 10, 2026