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Lockheed Poised to Benefit as EU Approves Ukraine’s Purchase of Patriot Missiles

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GE Aerospace Makes $12B Play in Clogged Market for Cast Metal Parts

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ASML Inks Advanced EUV Lithography Deals With Chip Titans TSMC, Samsung

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TXNM (TXNM) Prices a $400M Equity Offering to Repay Term Debt. Does Balance-Sheet Repair Justify the Dilution Before Its Blackstone Transaction Closes?

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Yext (YEXT) Reports a 31% Adjusted EBITDA Margin as Revenue Contracts. Can Enterprise Retention Restore Growth?

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Regis (RGS) Reports $24.4M of Operating Income as Franchise Revenue Falls 12%. Can Company-Owned Salons Offset a Shrinking Franchise Base?

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Hewlett Packard (HPE) Reported $12.2B of Revenue and $1.0B of Free Cash Flow. Can Networking Margins Offset the Inventory Build?

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Vertiv (VRT) Signed a Deal Worth Up to $2.6B for UtilityInnovation. Can Faster Power Deployment Justify the Contingent Consideration?

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Ryman (RHP) Completed its $1.38B Grande Lakes Orlando Acquisition. Can Initial Adjusted EBITDAre Support the Financing Burden?

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Solaris Energy (SEI) Rockets 16% on Upbeat H2, Hedge Fund Holdings Jump

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LTC (LTC) Completed a $200M Senior-Housing Acquisition. Can Higher Operating Exposure Beat the Income It Divested?

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Apogee (APOG) Agreed to Acquire GroGlass for Up to €62.5M. Can a High-Margin Niche Deliver the Promised Synergies?

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Petco (WOOF) Reported Adjusted EBITDA Growth but a $6.8M Tariff Refund Helped the Quarter. Is the Turnaround Self-Funding?

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FuelCell (FCEL) Reported $1.3B of Committed Backlog and $2.3B of Awarded Capacity Backlog. How Much Can Become Profitable Revenue?

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PVH (PVH) Reaffirmed its Outlook as Tariff Refunds Lifted Margins. Can the Core Business Recover Without the One-Off Benefit?

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Nasdaq (NDAQ) Completed the Dasseti Acquisition to Deepen eVestment’s Private-Market Capabilities

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Holtec Nuclear Targets $10.2 Billion Valuation in Nasdaq IPO

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Yatsen (YSG) Reported 40.4% Skincare Growth but a Larger GAAP Operating Loss. Can Portfolio Mix Outrun Marketing Intensity?

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Methode (MEI) Reported 10.4% Sales Growth and $400M of Lifetime Program Awards. When Will Growth Restore Operating Profit?

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Tilly’s (TLYS) Delivered a Third Consecutive Double-Digit Comparable-Sales Qtr. Can It Convert Growth Into Durable Profit?

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Genworth (GNW) Added $500M to its Repurchase Authorization. Can Enact (ACT) Capital Returns Fund the Buybacks?

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Roivant (ROIV) Soars to All-Time High; Q2 Hedge Fund Holdings Surge 41%

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Capital Southwest (CSWC) Expanded its Revolver to $595M and Cut the Spread to 2%. Will Cheaper Capacity Outweigh Credit Risk?

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Zscaler (ZS) Reported Revenue and ARR Growth While Planning Workforce Reduction

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Planet Labs (PL) Reported 58% Revenue Growth. Can Backlog Conversion Sustain Profitability?

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Small Caps Watch: Small Caps steadies as critical minerals and energy projects advance

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Cisco Systems Sees AI Agents Fueling a Multi-Year Networking Boom

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EVI Industries Q4 Earnings Call Highlights

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Why a 64-Year-Old Couple Is Draining the Larger 401(k) First to Keep the Survivor Out of the 32% Bracket

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Why Delek Holdings Stock Triumphed on Tuesday

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