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RKLB Q2 Deep Dive: Iridium Acquisition, Neutron Progress, and Margin Pressures Shape Outlook
StockStory1d agoneutral
RKLB Q2 Deep Dive: Iridium Acquisition, Neutron Progress, and Margin Pressures Shape Outlook

Aerospace and defense company Rocket Lab (NASDAQ:RKLB) reported Q2 CY2026 results exceeding the market’s revenue expectations, with sales up 62% year on year to $234.1 million. On top of that, next quarter’s revenue guidance ($257.5 million at the midpoint) was surprisingly good and 7% above what analysts were expecting. Its non-GAAP loss of $0.02 per share was 64.4% above analysts’ consensus estimates.

Workday Heads for Record Gain After Acquisition Report
The Wall Street Journal2d agoneutral
Workday Heads for Record Gain After Acquisition Report

Shares of Workday are posting record gains after Reuters reported that Silver Lake is in talks to buy the human-resources software company. At today’s highs, Workday was up around 30%, its biggest intraday surge ever, according to Dow Jones Market Data.

Workday Stock Soars To Best Day Ever After Report of Potential Acquisition
Barrons.com2d agobullish
Workday Stock Soars To Best Day Ever After Report of Potential Acquisition

Workday stock jumped on Thursday after a published report that private-equity firm Silver Lake is in talks to acquire the enterprise software company. According to the Reuters report, which cited people familiar with the matter, Silver Lake and Workday have held discussions about a possible deal in recent months. Barron’s has reached out to Workday and Silver Lake for comment.

Devon Energy Corp. (DVN) Slipped Post-Acquisition
Insider Monkey2d agoneutral
Devon Energy Corp. (DVN) Slipped Post-Acquisition

Sycamore Capital Management, a franchise of Victory Capital Management, released its Q2 2026 investor letter for “Sycamore Mid Cap Value Equity Strategy”. A copy of the letter can be downloaded here. Sycamore Capital’s Mid Cap Value investment team focuses on a bottom-up approach to identify undervalued businesses with growth potential. In Q2 2026, the strategy […]

BigBear.ai Holdings (BBAI) Is Pursuing Acquisitions Backed By A $100 Million Offering
Simply Wall St.2d agoneutral
BigBear.ai Holdings (BBAI) Is Pursuing Acquisitions Backed By A $100 Million Offering

BigBear.ai Holdings (NYSE:BBAI) outlined plans to pursue acquisitions using its cash reserves alongside a US$100 million follow on equity offering. The company indicated that recent contract wins are a key part of its plan to use this capital for technology focused targets. Management framed the current M&A push as a clear pivot in growth strategy, with implications for future operations and market positioning. BigBear.ai is far from the only stock aiming to build an edge in AI...

Chipotle Opens to Open First Location in Kingdom of Saudi Arabia
QSR2d agoneutral
Chipotle Opens to Open First Location in Kingdom of Saudi Arabia

Chipotle Mexican Grill announced the opening of its first restaurant in the Kingdom of Saudi Arabia (KSA) later this month in partnership with Alshaya Group, a leading international franchise retail operator. Located at Sidra, the premier dining destination in Riyadh next to the Granada Mall, the restaurant marks Chipotle’s entry into Saudi Arabia and another […]

Adyen lifts 2026 revenue outlook after strong first half
Reuters2d agobullish
Adyen lifts 2026 revenue outlook after strong first half

Adyen, the Dutch firm that handles payments for Spotify ‌and Microsoft, raised its annual revenue ‌growth forecast on Thursday as it continued to win ​more customers and invest in its payments technology. Adyen now expects net revenue to grow between 21% and 23% in 2026, ‌compared with a ⁠previous range of 20% to 22%. Half-year adjusted core earnings reached €641.5 million, ⁠against analysts' estimate of €647.2 million, reflecting higher costs from its recent acquisitions.

What Does Iridium Communications (IRDM) Stand To Gain From This Planned Acquisition?
Simply Wall St.3d agoneutral
What Does Iridium Communications (IRDM) Stand To Gain From This Planned Acquisition?

Rocket Lab has agreed to acquire Iridium Communications (NasdaqGS: IRDM), aiming to combine Iridium’s satellite communications network with its own launch and satellite manufacturing operations. The planned deal is intended to expand Rocket Lab’s role beyond launch services into broader space applications using Iridium’s existing infrastructure. Both companies expect the transaction to reshape their positions in satellite services, with potential effects on how rivals compete for government...

Goldman Sachs deepens ETF push With $2.25B Neos acquisition
Proactive3d agoneutral
Goldman Sachs deepens ETF push With $2.25B Neos acquisition

Goldman Sachs Group Inc (NYSE:GS, XETRA:GOS) will acquire exchange-traded funds provider Neos Investments in a deal valued at up to $2.25 billion, the bank said Wednesday, deepening its push into the fast-growing derivative income ETF market. The Connecticut-based ETF issuer manages roughly...