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Bloomberg6d agobullish
Blackstone-Backed REIT Agrees to Buy H&R in C$3.4 Billion Deal

(Bloomberg) -- GO Residential Real Estate Investment Trust, backed by a group of investors including Blackstone Inc., has agreed to buy H&R Real Estate Investment Trust in a cash and unit deal valuing the equity of the Canadian owner of apartment buildings at C$3.4 billion ($2.44 billion).Most Read from BloombergChina Unleashes $28 Trillion Capital Markets to Challenge US in AINvidia Taps Wall Street for $500 Billion Funding CommitmentTrump Makes Sweeping New Demands on Iran as Deal Hopes DimFiv

These Bonds Offer a Rare Buying Opportunity
The Wall Street Journal6d agobullish
These Bonds Offer a Rare Buying Opportunity

On Wednesday, the U.S. government is expected to report that consumer prices rose by 3.4% in July from a year earlier, or by 2.5% for those of us who don’t use food or energy. It’s easy to poke fun at government data or even to doubt its accuracy. Tax brackets, Social Security payments and retirement-account contribution limits are all pegged off of it.

Klarna Group (KLAR) Will Provide Leasing For A New US Device Upgrade Program
Simply Wall St.6d agobullish
Klarna Group (KLAR) Will Provide Leasing For A New US Device Upgrade Program

Klarna Group (NYSE:KLAR) is providing the leasing and financing backbone for Apple's new Apple Upgrade program in the United States. The partnership integrates Klarna into one of Apple's core hardware ownership offerings, expanding Klarna's exposure to US Apple customers. The role places Klarna more directly in consumer electronics financing beyond its existing buy now, pay later services. This kind of tie up is only one way to gain exposure to stable consumer themes. It can be useful to...

Intel's huge rally is helping pay for its AI comeback: Chart of the Day
Yahoo Finance6d agobullish
Intel's huge rally is helping pay for its AI comeback: Chart of the Day

Intel said Monday it plans to raise $15 billion by selling new shares to investors, giving it fresh cash for factories, equipment, day-to-day operations, and other needs. That comes with a cost for existing shareholders — one that its recent stock rally has dramatically reduced.

HALO Q2 Deep Dive: Royalty Diversification and New Pipeline Drive Upgraded Guidance
StockStory6d agobullish
HALO Q2 Deep Dive: Royalty Diversification and New Pipeline Drive Upgraded Guidance

Biopharmaceutical drug delivery company Halozyme Therapeutics (NASDAQ:HALO) announced better-than-expected revenue in Q2 CY2026, with sales up 47.7% year on year to $481 million. The company’s full-year revenue guidance of $1.87 billion at the midpoint came in 5.9% above analysts’ estimates. Its non-GAAP profit of $2.28 per share was 25.5% above analysts’ consensus estimates.

Lam Research (LRCX) Gains An AI Supply Chain Tailwind As Customer Demand Surges
Simply Wall St.6d agobullish
Lam Research (LRCX) Gains An AI Supply Chain Tailwind As Customer Demand Surges

Lam Research (NasdaqGS:LRCX) is in focus as Taiwan Semiconductor reports strong AI driven revenue growth that supports demand across the chip supply chain. Taiwan Semiconductor has raised its outlook for 2026, tying expectations more closely to artificial intelligence related workloads and advanced chip manufacturing. The foundry relies on semiconductor equipment suppliers such as Lam Research for tools used in producing high performance AI chips. The stronger AI spending trend at Taiwan...

RDW Q2 Deep Dive: Strong Backlog and New Contract Wins Drive Growth Despite Ongoing Losses
StockStory6d agobullish
RDW Q2 Deep Dive: Strong Backlog and New Contract Wins Drive Growth Despite Ongoing Losses

Aerospace and defense company Redwire (NYSE:RDW) reported Q2 CY2026 results exceeding the market’s revenue expectations, with sales up 89.6% year on year to $117.1 million. The company’s full-year revenue guidance of $475 million at the midpoint came in 1.3% above analysts’ estimates. Its GAAP loss of $0.19 per share was 25.7% below analysts’ consensus estimates.

Oil Surges With No Hormuz Deal in Sight—Heard on the Street Monday Recap
The Wall Street Journal6d agobullish
Oil Surges With No Hormuz Deal in Sight—Heard on the Street Monday Recap

Oil prices jumped yesterday after negotiations over the Strait of Hormuz turned south once again. Over the weekend, a top Iranian official laid out a series of tough demands for opening the Strait, and the United Arab Emirates said Iran launched a missile attack on one of its ships.

Will Reddit's Q2 Profit Jump and Buybacks Change Reddit's (RDDT) Capital Allocation Narrative
Simply Wall St.6d agobullish
Will Reddit's Q2 Profit Jump and Buybacks Change Reddit's (RDDT) Capital Allocation Narrative

In the past quarter, Reddit, Inc. reported second-quarter 2026 revenue of US$804.91 million and net income of US$252.85 million, while also completing a US$240 million share repurchase program covering about 0.8% of its shares. Alongside these results, Reddit issued third-quarter 2026 revenue guidance of US$860 million to US$870 million, underscoring management’s confidence while its stock remains sensitive to shifting expectations for interest-rate policy. With Reddit’s earnings surge and...

Top defense contractor scores huge U.S. Army payday, stock jumps
TheStreet7d agobullish
Top defense contractor scores huge U.S. Army payday, stock jumps

AeroVironment (AVAV) just landed the kind of contract that changes how investors see a company. The drone maker won a U.S. Army order worth at least $400 million for its Locust laser system, and the stock reacted fast. Shares closed at $186.73 on August 7, up 9.12% on the day and about 22% ...