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First Financial Bancorp Records Q2 Earnings, Plans Merger

Both FVCBankcorp and First Financial Bancorp reported strong Q2 2026 results, with FVCB delivering margin expansion and a solid ROAA while FFBC posted record earnings and moved forward with an all-stock merger with Finward Bancorp alongside a dividend increase. FVCB also declared a $0.07 quarterly dividend and beat earnings estimates, with activity around deposits, valuation signals, and ongoing efficiency gains shaping the stock narrative.

9 sources

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Hancock Whitney Posts Strong Q2 Earnings Growth

Hancock Whitney reported Q2 2026 net income of $127 million ($1.55 per diluted share), up from $47.4 million in Q1 after excluding a prior $98.6 million restructuring charge, with 10% linked-quarter loan growth and 8% deposit growth. The bank expects to close the One Florida Bank acquisition on August 1, 2026, maintain mid-single-digit loan and deposit growth, and project continued NII growth and efficiency improvements as it integrates the new footprint.

9 sources

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Alaska Air Posts Q2 Loss, Downgrades Q3 View

Alaska Air posted a second-quarter loss and forecast third-quarter earnings near or below Wall Street expectations as jet fuel costs stay high amid renewed Iran-related tensions, pressuring margins. The airline is diversifying fuel sourcing and raising fares to offset costs, with Q3 guidance ranging from break-even to about $1 a share and continued attention on fuel-driven earnings pressure.

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Meta plans Threads parental controls rollout in US

Meta is rolling out parental supervision tools for Threads via Family Center, letting parents see teen time spent, set daily limits, enforce sleep hours, and manage privacy and tagging for their teens. The expansion, prompted by regulatory scrutiny and lawsuits over teen safety, targets roughly 500 million monthly users with a US-first rollout and a global rollout by year’s end.

14 sources

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Nvidia launches Spectrum-6 for AI data centers

Nvidia unveiled Spectrum-6, a 102.4 Tbps Ethernet platform for the Vera Rubin AI supercomputer, doubling capacity to speed training and inference for large-scale AI workloads, with early adopters including CoreWeave, Microsoft, Nebius, SpaceXAI, and Tesla. The announcement saw Nvidia stock rise about 2%, while AMD touted its rival Helios Rackscale Solution with Microsoft and other big players joined by Meta, OpenAI, and Oracle.

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Apple Launches Klarna-backed Upgrade Leasing

Apple is launching the Apple Upgrade device-leasing program, backed by Klarna, set to debut in the U.S. on July 28 with 24-month leases for iPhone and Apple Watch and 36-month leases for Mac and iPad, allowing early upgrades, payoff, or returns as it phases out the current iPhone Upgrade Program. The move, aimed at expanding financing options and customer access to the latest devices, accompanies exclusions such as AppleCare and some devices, and signals Klarna’s growing role in Apple’s device-financing strategy.

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NVIDIA Expands Vera Platform With Spectrum-X6 and Rubin

NVIDIA’s Vera CPU, with Olympus cores on a monolithic die and interconnected via NVLink, is engineered for agentic AI workloads that demand high per-core performance and low memory latency rather than just high core counts. Early benchmarks and disclosures show Vera delivering notable gains in agentic AI throughput and efficiency when paired with Vera Rubin GPUs, highlighting a system-level focus on streamlined CPU-GPU data movement and software optimization over traditional cloud-centric chiplet designs.

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Gilead, Merck Report Weekly HIV Trial Results

Gilead Sciences and Merck reported positive Phase 3 results for their once-weekly oral HIV regimen combining islatravir and lenacapavir, showing non-inferiority to existing daily therapies and maintaining viral suppression through 48 weeks in virologically suppressed patients. The ISLEND-1 and ISLEND-2 trials suggest this two-drug regimen could become the first complete weekly HIV treatment, with a safety profile generally comparable to current options and plans for regulatory submissions.

6 sources

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FatPipe Wins $7M School Network Contract

FatPipe, Inc. has been awarded a roughly $7 million contract to supply network edge products and monitoring services to schools, aiming to improve network availability, visibility, and access to digital learning platforms. The deployments underscore FatPipe's role in supporting large-scale public-sector education networks across multiple connectivity options.

8 sources

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Vivakor Plans 300k Bbl/Month Crude Deals; $700M Annual

Vivakor announces four recurring physical crude oil transactions that lift marketed volumes to 300,000 barrels per month (3.6 million annually) and an estimated $289 million in annualized commercial activity, with trading across the Cushing and Midland hubs. When added to existing programs, total recurring commercial activity reaches about $709 million annually and 8.1 million barrels of marketed crude oil, signaling expanded integration of marketing with its transportation, terminaling and storage assets.

11 sources

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Black Titan Plans Indonesia, Singapore Expansion

Black Titan Corporation (BTTC) outlines a Southeast Asia–focused growth strategy funded by cash reserves, expanding operations in Indonesia and strengthening its Singapore commercial hub with additional hiring, product diversification, and investment in staff development to scale its HCM and ERP offerings. The company emphasizes disciplined capital deployment and maintaining working capital to support regional expansion as it positions itself for long-term growth across Southeast Asia.

5 sources

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Kratos Wins $156M Mobile C-UAS Contract

Kratos Defense & Security Solutions won a roughly $156 million sole-source IDIQ contract from the U.S. Department of Energy's National Nuclear Security Administration to deliver mobile Counter-Unmanned Aircraft System platforms for Project Solar Shield, with work starting immediately. Insider activity shows $8.8 million in shares sold over the last three months, and the stock trades at an extremely high P/E around 270x, signaling strong growth expectations but potential valuation concerns.

7 sources

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Venu Secures $20M Bridge Loan for Sunset Amphitheater

Venu Holding has secured a $20 million bridge loan from Ryan, LLC to fund construction of the 20,000-seat Sunset Amphitheater in McKinney, Texas, with permanent financing expected in the third quarter of fiscal 2026 to cover remaining costs and an opening targeted for early 2027. The financing is non-dilutive and part of Venu’s growth strategy via public-private partnerships, supported by Ryan’s tax and incentives services, as the company continues expanding its entertainment venues.

5 sources

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Mobix Labs Launches National Security Initiative

Mobix Labs unveiled a National Security Matters Initiative to broaden its focus from connectivity into four national-security-aligned pillars: critical resources and advanced materials; defense, aerospace and autonomous systems; energy, water and critical infrastructure; and digital infrastructure and strategic technologies, guided by a disciplined framework for acquisitions, investments, partnerships, and organic growth. The plan reinforces a long-term strategy to strengthen domestic supply chains and industrial capacity, building on the SPD acquisition relationship to pursue opportunities across defense, infrastructure and related sectors.

5 sources

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Kraft Heinz, Disney Strike Multiyear Theme Park Deal

Kraft Heinz and Disney have announced a long-term, multi-year alliance to place ten Kraft Heinz brands—including HEINZ, Philadelphia, and Kraft Mac & Cheese—into Disney Parks, Disney Cruise Line, and Disney media, with new condiment stations, co-branded packaging, and integrated marketing across platforms. The partnership launches this summer and includes previews at D23 2026, signaling Kraft Heinz's push to revive sales through immersive, branded experiences across Disneyland, Walt Disney World, and related media ventures.

7 sources

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Danaher Q2 Profit, Revenue Up on Life Sciences

Danaher posted strong Q2 2026 results with net income of $870 million and revenue around $6.265–$6.3 billion, as adjusted earnings per share reached $1.94 on 5.5% revenue growth, led by Life Sciences. The company raised full-year guidance, signaling mid-single-digit core revenue growth and higher EPS targets, aided by acquisitions like Masimo and planned StatLab integration.

18 sources

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ADNOC Approves $6.2B Umm Shaif Gas Project

ADNOC has taken a final investment decision worth about $6.2 billion to develop the Umm Shaif gas cap in Abu Dhabi with TotalEnergies, Eni and CNPC, aiming to unlock more than 600 million standard cubic feet per day by 2030 and strengthen the UAE’s gas supply and LNG capabilities. The investment reflects the UAE’s push to boost domestic gas output and energy security amid rising global demand and regional tensions, with related developments like the Bab gas cap expanding output and LNG capacity.

22 sources

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LSE plans night-time trading venue 2027

The London Stock Exchange plans a dedicated overnight trading venue in 2027 that will run from 5:00 pm to 7:50 am London time, initially offering exchange-traded products while leaving the main market’s hours unchanged. The move, touted by LSE chief executive Julia Hoggett as meeting growing retail demand and competition from 24/7 crypto platforms, will also position the LSE to support future AI-driven trading tools.

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Metropolitan Bank Plans $0.35 Quarterly Dividend, Payable Aug 11 2026

Metropolitan Bank Holding Corp. announced a quarterly cash dividend of $0.35 per share, up from $0.25, payable August 11, 2026 to holders of record as of July 31, 2026, signaling stronger cash flow and a shareholder-friendly capital return. While the bank trades with a modest valuation around a 12x P/E and a roughly $1.22 billion market cap, coverage notes include insider selling in the prior three months, which may temper enthusiasm despite the higher dividend.

6 sources

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NOG Stock Near Highs on Forge Acquisition

Northern Oil and Gas reiterated robust 2025 production guidance around 100,000 boe per day as it integrates new Permian assets, with 2024 revenue near $1.6 billion and net income about $470 million. Citi trimmed its price target on NOG to $28 from $36 while maintaining a Buy rating, amid mixed analyst views on the stock's upside and valuation.

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John B. Sanfilippo & Son Announces $1.05 Special Dividend

John B. Sanfilippo & Son, Inc. announced a $1.05 per share special cash dividend and a $0.95 per share regular annual dividend, totaling about $23.6 million to shareholders, with payments on September 9, 2026 and a record date of August 17, 2026. CEO Jeffrey T. Sanfilippo highlighted that this continues nine years of annual dividend increases and reflects strong financial performance and cash management.

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Karooooo Beats Q1 Estimates as FX Hits Shares

Karooooo Ltd CS beat Q1 FY2027 expectations driven by a 21% constant-currency rise in Cartrack subscription revenue and a 70% surge in net subscriber additions to over 2.8 million, with ARR up 32% in USD terms despite rand headwinds. The results reaffirm the full-year outlook, with continued growth in subscription revenue and subscriber base, though the stock’s after-hours reaction was muted amid broader market dynamics and profit-taking.

7 sources

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AST SpaceMobile Plans $1B Convertible Notes Due 2034

{"summary": "AST SpaceMobile unveiled plans to raise up to $1 billion in convertible senior notes due 2034, with an option to sell up to $150 million more, to fund growth, secure launch capacity, and pursue partnerships or acquisitions while financing capped call transactions. The move comes as the company carries substantial liquidity but faces investor concerns about cash burn and potential dilution, even as it aims to support its space-based cellular network expansion.", "summary_sources": ["https://www.benzinga.com/trading-ideas/movers/26/07/60485919/ast-spacemobile-stock-tumbles-on-1-billion-offering", "https://www.tipranks.com/news/catalyst/ast-spacemobile-sinks-after-massive-debt-raise-plan", "https://www.stocktitan.net/sec-filings/ASTS/8-k-ast-space-mobile-inc-reports-material-event-d73bdb8682f3.html", "https://www.stocktitan.net/news/ASTS/ast-space-mobile-announces-proposed-private-offering-of-1-0-billion-k7kffvmgauo0.html", "https://www.benzinga.com/news/26/07/60484598/ast-spacemobile-plans-offer-1b-senior-notes-due-2034"]}

11 sources

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Apple plans Maps ads rollout in US, Canada

Apple is rolling out Maps ads with a selective, 'organic-looking' approach, banning broad home-services categories and certain high-risk industries while evaluating medical ads case-by-case, signaling a focus on trusted, physically visitable locations as it delays a formal launch to this summer in the U.S. and Canada with a policy effective July 14, 2026. The strategy contrasts with Google’s Local Services Ads by prioritizing ad quality and brand safety over rapid expansion, aiming to simplify verification and reduce friction for advertisers.

15 sources