The Tip Desk

Small-Caps — page 9

Four Corners Buys Mission Pet Health Properties in $268 Million Asset Deal

The acquisition expanded the REIT’s medical-retail exposure and deepened its relationship with a national veterinary operator.
Deals · July 17, 2026

Lilly to Buy AtaiBeckley in $2.8 Billion Cash-and-CVR Deal

Eli Lilly's move for a clinical-stage psychedelics developer bets a milestone-laden contingent payout on turning a Breakthrough Therapy-designated depression drug into a marketed medicine.
Deals · July 17, 2026

AI Infrastructure Pivot Trumps Legacy Cloud Resale

Smaller firms are aggressively shedding low-margin legacy services to fund AI-driven ecosystems and specialized infrastructure.
Small-Cap Signal · July 16, 2026

Hard Assets Draw Capital as Financing Costs Stay High

Long-duration property and infrastructure contracts are attracting fresh capital, while lenders are demanding rich returns and stronger collateral.
Financials Signal · July 16, 2026

Worthington Steel Swings to Loss on Impairments as Kloeckner Deal Closes

The steel processor posted a $57.6 million operating loss in its fiscal fourth quarter, dragged down by $94.5 million in Electrical Steel impairments and acquisition costs.
Earnings · July 16, 2026

Worthington Steel to Buy Kloeckner & Co in All-Cash Delisting Deal

The offer follows Worthington Steel's previous acquisition of a 62% stake in the German metals processor.
Deals · July 16, 2026

Willis Lease Agrees to Buy 12 Aircraft, 13 Engines

Willis Lease Finance (WLFC) struck a definitive agreement to add 12 aircraft and 13 engines to its lease portfolio, a deal announced weeks after quarterly income from operations rebounded 41.4%.
Earnings · July 15, 2026

Pediatrix Posts 18% EBITDA Jump as Reimbursement Gains Offset Volume Decline

The neonatal and maternal-fetal medicine provider posted $58.2 million in first-quarter adjusted EBITDA, up 18% from a year earlier, while reaffirming its full-year outlook of $280 million to $300 million.
Earnings · July 15, 2026

Ligand Lifts Outlook After $739 Million XOMA Royalty Deal

The royalty-focused drug company raised its full-year adjusted EPS guidance to a midpoint of $9.00, up roughly 6%, after closing its acquisition of XOMA Royalty.
Earnings · July 15, 2026

Hycroft Names New COO, Discloses No New Operating Metrics

Hycroft Mining Holding (HYMC) said its incoming chief operating officer starts Aug. 24, 2026, a leadership update that carried none of the resource, economic or cost figures included in its three prior releases.
Earnings · July 15, 2026

First Bancorp NIM Expands 42 bps YoY as Deposit Costs Fall

The North Carolina community lender's net interest margin widened to 3.67% in the first quarter, its fifth consecutive quarterly expansion, as deposit costs dropped 18 basis points year over year.
Earnings · July 15, 2026

Willis Lease to Buy 12 Aircraft, 13 Engines in Asset Deal

The transaction strengthens the company’s aftermarket and leasing capabilities across the aviation asset lifecycle.
Deals · July 15, 2026

Ligand Completes $739 Million All-Cash Acquisition of XOMA Royalty

The deal adds more than 120 royalty assets to Ligand's portfolio, including seven commercial-stage products, and includes contingent value rights tied to pending litigation.
Deals · July 15, 2026

First Bancorp to Buy First Carolina Bancshares in $166 Million Deal

The mixed cash-and-stock deal pushes First Bancorp's First Bank into the top 10 for deposit share in both Carolinas, betting on a target it says shares its relationship-banking playbook.
Deals · July 15, 2026

Diodes to Buy ElevATE Semiconductor in $250 Million Cash Deal

The acquisition expands Diodes' analog and mixed-signal portfolio to target growth in the automated test equipment market.
Deals · July 15, 2026

Companies Warn AI Threatens Their Own Business Models

Across four industries, companies are flagging AI as both an operational necessity and a competitive and legal menace in their latest annual reports.
Filing Trends · July 15, 2026

Northern Oil & Gas Boosts Buyback as Permian Curtailments Trim Output

The oil and gas producer repurchased nearly 3 million shares in the second quarter while Waha-region shut-ins cut estimated oil production to as low as 67,500 barrels a day.
Earnings · July 14, 2026

Klaviyo customer base tops 196,000 as AI drives revenue

The marketing-automation platform reported 13.5% year-over-year growth in revenue from repeat customers during last year’s Black Friday weekend.
Earnings · July 14, 2026

Cleanspark locks $6.6 billion data-center lease

The bitcoin miner-turned-infrastructure firm swung to a $378.3 million quarterly loss as it pivoted to AI hosting.
Earnings · July 14, 2026

Astrana Health Posts Record ACO Savings as Revenue Growth Holds at 56%

Astrana Health's affiliated accountable care organizations generated $120.4 million in gross shared savings for the 2024 performance year, with all eight ACOs turning a net profit for the first time.
Earnings · July 14, 2026

Energy Fuels to Buy VAC in $1.25 Billion Mine-to-Magnet Deal

The acquisition would create a fully integrated rare earth supply chain outside China, securing critical midstream metal and alloy capabilities.
Deals · July 14, 2026

Construction Partners to Acquire Ellsworth Construction

The acquisition expands the civil infrastructure company's footprint in Oklahoma's fastest-growing metropolitan areas.
Deals · July 14, 2026

Supreme Court ruling sparks tariff refund wave

Companies begin reclaiming IEEPA tariffs after the Court’s decision, though recovery remains uneven and uncertain.
Filing Trends · July 13, 2026

Gary Friedman reduces RH stake

The RH executive sold shares to fund personal residence improvements and debt repayment.
Stake Watch · July 13, 2026

Capex Push Cuts Across Banking, Industrials, Health and Retail

Eight companies disclosed economic commentary this week across five industries, and seven of them, from banking to biotech to storage, pointed to capital deployment as the throughline.
Economy Survey · July 13, 2026

Trico NIM Expands as Deposit Costs Ease

The California-based regional lender saw net interest margin rise 6 basis points to 3.25% in the second quarter.
Earnings · July 13, 2026

Plug Power Turns to Asset Sales as Cash Position Slides

Plug Power's unrestricted cash fell to roughly $162 million at quarter-end, down from $223 million three months earlier, pushing the company to lean on asset sales for liquidity.
Earnings · July 13, 2026

First Hawaiian's NIM Hits Five-Quarter High as TriCo Deal Reshapes Footprint

Net interest margin expanded 6 basis points to 3.25%, the strongest in five quarters, as the Hawaii lender agreed to acquire TriCo Bancshares in a $63.12-a-share all-stock deal.
Earnings · July 13, 2026

Babcock & Wilcox Bookings Jump 1,971% on Project Volume

The energy technology provider reduced net debt to $42.4 million as of March 31, 2026, down from $349.3 million a year earlier.
Earnings · July 13, 2026

First Hawaiian to Buy TriCo Bancshares in $2.02 Billion All-Stock Deal

The combination creates the leading Pacific banking franchise and gives First Hawaiian its long-sought scale on the California mainland.
Deals · July 13, 2026