Archives

Elastic: RPO Jumps 27% As $100,000-Plus Customer Additions Reach Record Level

By Amit Chowdhry ● Aug 30, 2026

Elastic reported strong forward demand indicators during its fiscal first quarter of 2027, with remaining performance obligations growing considerably faster than revenue and additions to its largest customer cohort reaching a record level.

HealthEquity: Adjusted EBITDA Margin Hits Record 48% As HSA Assets Grow 14% To $37.9 Billion

By Amit Chowdhry ● Aug 30, 2026

HealthEquity reported record scale across several key operating metrics during its fiscal second quarter, with HSA assets approaching $38 billion and adjusted EBITDA margin reaching an all-time high.

SentinelOne: Non-GAAP Operating Margin Expands 800 Basis Points As ARR Reaches $1.22 Billion

By Amit Chowdhry ● Aug 30, 2026

SentinelOne delivered significant operating leverage during its fiscal second quarter of 2027, with non-GAAP operating margin expanding by 800 basis points while annualized recurring revenue surpassed $1.2 billion.

Gap: Brand Comparable Sales Jump 10% As Quarterly Sales Rise 9% And Company Raises EPS Outlook

By Amit Chowdhry ● Aug 30, 2026

Gap Inc.'s namesake Gap brand continued to outperform the broader company during the second quarter of fiscal 2026, posting double-digit comparable-sales growth and providing one of the clearest signs of momentum across the retailer's portfolio.

Bilibili: Net Profit Jumps 55% As Advertising Revenue Rises 28% And Gross Margin Improves For 16th Consecutive Quarter

By Amit Chowdhry ● Aug 30, 2026

Bilibili reported another quarter of improving profitability during the second quarter of 2026, with net profit increasing substantially faster than revenue as advertising growth, higher engagement and continued operating leverage supported the business.

Rubrik: Cloud ARR Jumps 39% To $1.48 Billion As Subscription ARR Contribution Margin Expands 460 Basis Points

By Amit Chowdhry ● Aug 30, 2026

Rubrik continued combining rapid recurring-revenue growth with improving operating leverage during its fiscal second quarter of 2027, with Cloud ARR approaching $1.5 billion and Subscription ARR contribution margin expanding significantly.

Burlington: Adjusted EPS Jumps 38% As Operating Margin Expands 100 Basis Points For 15th Straight Quarter Of Double-Digit EPS Growth

By Amit Chowdhry ● Aug 30, 2026

Burlington Stores extended its long streak of double-digit earnings growth during the second quarter of fiscal 2026, with adjusted EPS increasing 38% as higher sales and operating-margin expansion continued driving substantial operating leverage.

Best Buy: Comparable Sales Rise 4.1% As Company Sharply Raises Full-Year Sales And EPS Outlook

By Amit Chowdhry ● Aug 30, 2026

Best Buy reported stronger-than-expected fiscal second-quarter 2027 results as comparable sales accelerated, growth broadened across most major product categories and management substantially raised its full-year financial outlook.

Blue Owl Leads $2.4 Billion IREN AI Factory Financing For NVIDIA Blackwell Ultra Infrastructure

By Amit Chowdhry ● Aug 29, 2026

Funds managed by Blue Owl Capital have led a $2.4 billion compute equipment financing for IREN to support the expansion of the company's AI Cloud infrastructure using NVIDIA Blackwell Ultra GPUs.

HighGrove Partners Acquires O&A Landscaping To Expand Commercial Landscaping Platform Across Florida

By Amit Chowdhry ● Aug 29, 2026

HighGrove Partners has acquired O&A Landscaping, expanding its commercial landscaping operations across Central Florida as the Agellus Capital-backed platform continues building its presence across the Southeast.

Flow Service Partners Acquires Altman Air Conditioning To Expand South Florida Commercial HVAC Platform

By Amit Chowdhry ● Aug 29, 2026

Flow Service Partners has acquired Altman Air Conditioning, expanding its commercial HVAC and mechanical services platform across South Florida.

Noble Adds Matt Noland From Peachtree To $5 Billion+ Hospitality Investment Platform

By Amit Chowdhry ● Aug 29, 2026

Noble Investment Group has appointed Matt Noland as Director of Capital Markets, adding an executive with experience across hotel investments and nearly $1 billion of debt and equity placements to its more than $5 billion hospitality investment platform.

360training Acquires eMedCert After 150,000+ Life Support Certifications Across Nearly 70,000 Learners

By Amit Chowdhry ● Aug 29, 2026

360training has acquired select assets from Electronic Medical Certification, or eMedCert, expanding its healthcare training platform with an established online life support certification business.

CONX Takes Controlling Stake In MobileX As AI Wireless Platform Expands Across 8,700+ Retail And Dealer Locations

By Amit Chowdhry ● Aug 29, 2026

CONX Corporation has made a strategic investment in MobileX that gives the communications investment company a controlling interest in the AI-powered wireless carrier.

Nevvon Secures BVP Forge Investment As 650,000+ Caregivers Complete 57 Million Training Lessons

By Amit Chowdhry ● Aug 29, 2026

Nevvon has secured a strategic investment from BVP Forge as the home care compliance and training platform expands after reaching more than 650,000 caregivers and 57 million completed lessons.

Shape Memory Medical Raises $10 Million Led By August Global Partners To Advance Aortic Clinical Trials

By Amit Chowdhry ● Aug 29, 2026

Shape Memory Medical has closed a $10 million convertible note financing to advance clinical development of its shape memory polymer technology for aortic disease. New investor August Global Partners led the financing, with Taiwania Capital also participating as a new investor.

Bain Capital Private Credit Invests $6 Billion Across 58 Companies In First Half Of 2026

By Amit Chowdhry ● Aug 29, 2026

Bain Capital's Private Credit Group invested approximately $6 billion during the first half of 2026 to support middle-market and private equity-backed companies, marking one of the group's most active investment periods in recent years.

Netcraft Adds Darren Lee To Board As Platform Tops 230 Million Threat Blocks And Takes Down Nearly One-Third Of Phishing Sites

By Amit Chowdhry ● Aug 29, 2026

Netcraft has appointed cybersecurity industry veteran Darren Lee to its board of directors as the company expands its brand protection and digital risk platform amid growing AI-powered phishing and online fraud.

Superstep Capital Invests In Zencore As ZenAI Factory Targets Agentic AI Deployment On Google Cloud

By Amit Chowdhry ● Aug 29, 2026

Superstep Capital has made a strategic investment in Zencore, an independent Google Cloud consultancy, as the firm expands its full-stack artificial intelligence capabilities and launches a new agentic AI framework for enterprise customers.

Google Cloud Announces Strategic Partnership With Verizon To Scale Enterprise AI

By Amit Chowdhry ● Aug 29, 2026

Google Cloud has announced a new strategic partnership with Verizon to deliver faster, smarter, and more responsive experiences for consumers and businesses nationwide. By deploying Google Cloud's full-stack AI, including its data infrastructure and Gemini Enterprise, Verizon will continue to modernize customer experiences, unify enterprise data, and scale AI across the organization.

38 Degrees North Secures New HoldCo Debt Facility From EIG To Support Community Solar Growth

By Amit Chowdhry ● Aug 29, 2026

38 Degrees North, a community solar and distributed renewables platform, and EIG, an institutional investor in the global energy and infrastructure sectors, have closed a new debt facility to strengthen 38DN's ongoing project acquisitions, advance late-stage developments, and support continued portfolio growth.

SiFly Raises $20 Million Series A As Q12 Drone Sets 3-Hour Guinness World Record

By Amit Chowdhry ● Aug 29, 2026

SiFly Aviation has raised $20 million in Series A financing to scale U.S. manufacturing of its Q12 long-endurance electric drone and expand development of its DronePort multi-aircraft infrastructure system.

Onos Health Raises $17 Million Series A As AI Platform Cuts Behavioral Health Program Costs More Than 6%

By Amit Chowdhry ● Aug 29, 2026

Onos Health has raised $17 million in Series A financing to expand adoption of its behavioral health clinical intelligence platform among U.S. health plans. Costanoa led the round, with participation from Flare Capital Partners and strategic investment from CVS Health Ventures.

Agentrys Raises $24.5 Million As Agentic Chip Design Platform Tops 90% On NVIDIA Benchmark

By Amit Chowdhry ● Aug 29, 2026

Agentrys has raised $24.5 million to develop an agentic design automation platform that enables semiconductor engineering teams to build, customize and continuously improve AI agents for chip development.

Crescent Capital Closes $232 Million CLO Equity Fund II, More Than Doubling Predecessor

By Amit Chowdhry ● Aug 29, 2026

Crescent Capital Group has closed its second captive collateralized loan obligation equity fund with $232 million in commitments, more than doubling the size of the firm's first vehicle in the strategy.

Mubadala Capital To Acquire Majority Stake In Arrive Logistics As Network Reaches 5,500 Customers And 10,000 Carriers

By Amit Chowdhry ● Aug 29, 2026

Mubadala Capital has agreed to acquire a majority equity interest in Arrive Logistics, backing the North American truckload brokerage as it expands its services, technology platform and workforce. Existing investors ATL Partners, Lead Edge Capital and other shareholders will retain meaningful stakes in Arrive.

Porter Capital Provides $10 Million Facility As Seafood Processor Returns To Profitability And Adds National Retail Account

By Amit Chowdhry ● Aug 29, 2026

Porter Capital has closed a $10 million non-notification factoring facility for a family-owned seafood importer and processor, replacing a departing bank lender and providing working capital to support a new national retail customer.

DLA Piper Adds Eric Bruce As Washington Investigations Team Reaches Fourth Partner Hire In 18 Months

By Amit Chowdhry ● Aug 29, 2026

DLA Piper has added veteran litigator and former federal prosecutor Eric Bruce as a partner in its White Collar Crime, Investigations and Government Enforcement practice in Washington, D.C.

CP Capital Acquires 200-Unit Ascent Athens At 95% Occupancy As Firm Targets Assets Below Replacement Cost

By Amit Chowdhry ● Aug 29, 2026

CP Capital has acquired Ascent Athens, a 200-unit Class A multifamily community in Athens, Georgia, as the investment manager targets high-quality apartment properties available below replacement cost.

Homewerks Acquires GTR Technologies In Fourth Deal, Adding ReVent, DewStop And Breeze Easy Brands

By Amit Chowdhry ● Aug 29, 2026

Homewerks Worldwide has acquired GTR Technologies, expanding its heating, ventilation and indoor air quality platform with the ReVent, DewStop and Breeze Easy brands.