Innovation

Oportun: Machine-Learning Savings Platform Helps Members Save More Than $13.2 Billion

By Amit Chowdhry ● Aug 10, 2026

Oportun's Set & Save platform has helped members save more than $13.2 billion since 2015 as the financial technology company uses machine learning to automate personalized savings decisions based on customers' individual cash flows.

ABB Invests In LevelTen Energy To Expand Clean Energy Procurement Services

By Amit Chowdhry ● Aug 9, 2026

ABB has formed a strategic partnership and made a minority investment in LevelTen Energy, a clean energy transaction marketplace, to expand ABB’s capabilities in renewable energy procurement and energy and carbon advisory services. Financial terms of the investment were not disclosed.

RevealDx Secures $3.4 Million Investment From 4DMedical And Signs Global Distribution Agreement For RevealAI-Lung

By Amit Chowdhry ● Aug 9, 2026

RevealDx has entered into a distribution agreement with 4DMedical and received a $3.4 million strategic investment from the medical technology company to expand access to RevealAI-Lung, its AI-powered lung nodule characterization software.

Inevitable AI Group Raises $6 Million Pre-Seed Round To Launch AI-Native SaaS Companies

By Amit Chowdhry ● Aug 9, 2026

Inevitable AI Group has raised $6 million in pre-seed funding to build and launch AI-native software companies through a venture studio model. The round was led by Aleph.

Honeywell Aerospace: $15 Billion Of New Wins Includes Record 810-Aircraft IndiGo Deal As Backlog Reaches $18.2 Billion

By Amit Chowdhry ● Aug 9, 2026

Honeywell Aerospace has secured approximately $15 billion of new business wins on an estimated lifetime-value basis so far in 2026, giving the newly independent aerospace and defense company significant commercial momentum as its backlog reaches $18.2 billion.

eBay: First-Party Advertising Revenue Jumps 25% To $570 Million As Depop Acquisition Closes

By Amit Chowdhry ● Aug 9, 2026

eBay's advertising business continued scaling during the second quarter of 2026, with first-party advertising revenue increasing 25% year-over-year to $570 million as the marketplace company also completed its acquisition of Gen Z-focused fashion marketplace Depop.

Celsius Holdings: Brands Drive 30% Of Zero-Sugar Energy Category Growth As Portfolio Sales Jump 31%

By Amit Chowdhry ● Aug 9, 2026

Celsius Holdings' expanding energy drink portfolio accounted for approximately 30% of the $640 million of growth generated by the zero-sugar U.S. energy category during the second quarter of 2026 as the combination of CELSIUS, Alani Nu and Rockstar continues reshaping the company's scale.

Axia Energia: 288 Transmission Projects Target R$15.5 Billion Of CapEx And R$2 Billion Of Additional RAP

By Amit Chowdhry ● Aug 9, 2026

Axia Energia is executing one of the largest transmission expansion programs in its portfolio, with 288 large-scale projects under implementation representing an estimated R$15.5 billion of capital expenditures and R$2 billion of additional Allowed Annual Revenue, or RAP, between 2026 and 2030.

Oscar Health: Membership Surges 46% To 2.96 Million As Operating Profit Outlook Rises To $700 Million

By Amit Chowdhry ● Aug 9, 2026

Oscar Health's membership increased approximately 46% year-over-year to nearly 3 million during the second quarter of 2026 as the health insurer delivered a dramatic improvement in profitability and raised its full-year operating earnings outlook.

ACI Worldwide: Issuing And Acquiring Revenue Surges 33% As Payment Software Margin Reaches 48%

By Amit Chowdhry ● Aug 9, 2026

ACI Worldwide reported accelerating growth across its core Payment Software business during the second quarter of 2026, with Issuing and Acquiring revenue increasing 33% on a constant-currency basis and the segment's net adjusted EBITDA margin expanding to 48%.

Six Flags: Season-Pass Visitation Jumps 10% As Active Pass Base Grows 6% Following Park Portfolio Overhaul

By Amit Chowdhry ● Aug 9, 2026

Six Flags Entertainment is seeing stronger engagement from season-pass and membership customers after shrinking its park portfolio, with season-pass visitation increasing 10% and its active pass base growing 6% on a same-park basis during the second quarter of 2026.

EPAM: Financial Services Revenue Jumps 11.5% To $366 Million As AI-Native Momentum Drives Margin Expansion

By Amit Chowdhry ● Aug 9, 2026

EPAM Systems delivered uneven growth across its major industries during the second quarter of 2026, with Financial Services emerging as one of its strongest verticals as revenue increased 11.5% year-over-year to approximately $366 million.

SoftBank: U.S. Power And Data Center Investment Reaches ¥969 Billion As AI Infrastructure Buildout Accelerates

By Amit Chowdhry ● Aug 9, 2026

SoftBank Group is dramatically expanding its U.S. infrastructure footprint, spending approximately ¥968.9 billion during the first quarter of fiscal 2026 on assets related to power generation and data centers as the company builds the physical infrastructure required for its broader artificial intelligence strategy.

SiteVue AI Raises $7.5 Million Seed Round To Expand AI-Powered Vision For Manufacturing

By Amit Chowdhry ● Aug 9, 2026

SiteVue AI has raised $7.5 million in seed funding to expand its AI-powered video technology for manufacturing, food processing, construction and other industrial environments. The round was co-led by Penny Jar Capital and Overture, with participation from Silence, Spring Bank, Mana Ventures, Outset Capital, WaterStone and Untapped Ventures.

First Advantage: Revenue Outlook Rises To As Much As $1.71 Billion After Record Quarter

By Amit Chowdhry ● Aug 9, 2026

First Advantage raised its full-year 2026 outlook after reporting record second-quarter results, with revenue increasing approximately 15% and management citing strong enterprise bookings, customer demand and momentum from its AI-driven technology platform.

Roivant: $950 Million Moderna Payment Arrives As Another $1.3 Billion Remains Contingent On Patent Appeal

By Amit Chowdhry ● Aug 9, 2026

Roivant highlighted a major cash realization from the global patent dispute involving Moderna, with Genevant Sciences and Arbutus Biopharma receiving an initial $950 million payment in July 2026 under their $2.25 billion patent infringement settlement.

Zai Lab: Zoci Advances From IND To Global Phase 3 In Under Two Years As U.S. Submission Targets 2027

By Amit Chowdhry ● Aug 9, 2026

Zai Lab is rapidly advancing its internally developed oncology pipeline, with zocilurtatug pelitecan, or zoci, progressing from an Investigational New Drug application to global Phase 3 development in under two years.

Warner Bros. Discovery: Streaming EBITDA Surges 63% To $512 Million Despite NBA Exit

By Amit Chowdhry ● Aug 9, 2026

Warner Bros. Discovery's streaming business delivered sharply higher profitability during the second quarter of 2026, with Streaming Adjusted EBITDA increasing 63% on a constant-currency basis to $512 million despite the loss of NBA programming.

Xeris: Recorlev Revenue Surges 81% As Keveyis Patent Protection Targets 2039

By Amit Chowdhry ● Aug 9, 2026

Xeris Biopharma reported an 81% year-over-year increase in Recorlev revenue during the second quarter of 2026 as growing patient demand drove portfolio-wide product growth and the company strengthened intellectual property protection around Keveyis.

Zoetis: More Than 12 Potential Blockbusters Target Pet Obesity, Cancer And Chronic Disease

By Amit Chowdhry ● Aug 9, 2026

Zoetis is advancing a pipeline containing more than 12 potential blockbuster products across areas including obesity, oncology, chronic kidney disease, cardiology and anxiety as the animal health company increases its focus on new growth opportunities.

DNOW: U.S. Midstream Revenue Tops $1 Billion Annualized As Operating Cash Flow Hits Q2 Record

By Amit Chowdhry ● Aug 9, 2026

DNOW reported record second-quarter operating cash flow and a major milestone in its U.S. midstream business, where revenue surpassed a $1 billion annualized run rate for the first time in company history.

Vontier: Share Repurchase Authorization Reaches $1 Billion After $85 Million Teletrac Divestiture

By Amit Chowdhry ● Aug 9, 2026

Vontier increased its share repurchase authorization to $1 billion during the second quarter of 2026 as the mobility technology company continued reshaping its portfolio and completed the $85 million divestiture of Teletrac Navman.

Fiserv: $1.41 Billion Debt Retirement For $1.23 Billion Generates $154 Million Gain

By Amit Chowdhry ● Aug 9, 2026

Fiserv reshaped a portion of its debt structure during the second quarter of 2026, retiring approximately $1.41 billion of senior-note principal for $1.23 billion in cash and recording a $154 million GAAP gain on early debt extinguishment.

Privia Health: Value-Based Care Lives Jump 19% To 1.65 Million As Adjusted EBITDA Rises 29%

By Amit Chowdhry ● Aug 9, 2026

Privia Health continued expanding its value-based care platform during the second quarter of 2026, with attributed lives increasing 19.2% year-over-year to approximately 1.647 million as its provider network and profitability also grew.

BCE: $1.3 Billion AI Data Center Spending Increase Supports 300 MW Bell AI Fabric Expansion

By Amit Chowdhry ● Aug 9, 2026

BCE is accelerating its artificial intelligence infrastructure strategy, with 2026 capital expenditures expected to increase by $1.3 billion from 2025 primarily because of the construction of Bell AI Fabric's 300 MW data center in Saskatchewan.

FS KKR Capital: $600 Million Support Plan Advances As Shares Are Repurchased Roughly 41% Below NAV

By Amit Chowdhry ● Aug 9, 2026

FS KKR Capital is executing a $600 million package of shareholder and balance-sheet initiatives involving KKR and FSK as the business development company works to improve portfolio quality and capitalize on a substantial discount between its share price and net asset value.

Diageo: $850 Million Savings Plan Follows $900 Million Restructuring Charges And $1.5 Billion Impairments

By Amit Chowdhry ● Aug 9, 2026

Diageo is undertaking a major operating overhaul expected to generate approximately $850 million of savings over two years beginning in fiscal 2027 after recording roughly $900 million of restructuring charges during fiscal 2026.

Americold: $310 Million Impairment Follows Customer Exit As EQT Venture Targets Balance Sheet Improvement From 7.3x Leverage

By Amit Chowdhry ● Aug 9, 2026

Americold Realty Trust recorded a $309.6 million impairment during the second quarter of 2026 after reaching a mutual agreement with a customer to wind down operations at facilities in Lancaster, Pennsylvania, and Plainville, Connecticut.

Arhaus: $37.8 Million Tariff Refund Arrives As Comparable Written Sales Jump 12.5%

By Amit Chowdhry ● Aug 9, 2026

Arhaus received $37.8 million of refunds for previously paid IEEPA tariffs as of August 6, along with another $1.3 million of interest, while underlying customer demand accelerated during the second quarter of 2026.

Leggett & Platt: Bedding Adjusted EBIT Nearly Triples To $37 Million Despite Low-Double-Digit Mattress Market Decline

By Amit Chowdhry ● Aug 9, 2026

Leggett & Platt's Bedding Products business delivered a significant profitability improvement during the second quarter of 2026 despite continued weakness across the U.S. mattress industry.