Booz Allen Hamilton Prices $1.2B in Senior Notes to Close $720M Defense-Tech Acquisition
Booz Allen Hamilton priced USD 1.2B in senior notes to fund its USD 720M acquisition of Ultra Mission Solutions, a defense-tech firm with encryption and edge-compute capabilities for contested military environments, with closing targeted for August 4, 2026.
SKHY ADR Premium Week 3: 22% Gap Rebounds on Q2 Miss as Two-Way Conversion Opens
SKHY ADR premium rebounded to 22% on July 29 as KRX fell harder than Nasdaq on Q2 miss. Forward quota is zero---structural analysis for US investors.
Garmin (GRMN) Soars 18% on Record Q2 Beat: EPS $2.81 Crushes Estimates, FY2026 Guidance Raised After TrainingPeaks Acquisition
Garmin reported record Q2 2026 revenue of USD 2.02B (+11% YoY) with pro forma EPS of USD 2.81, beating the USD 2.27 consensus by 23.8%. Operating margin expanded 440 bps to 30.4%. The company raised FY2026 guidance to approximately USD 8.05B revenue and USD 10.00 EPS after completing the TrainingPeaks and TrainHeroic acquisition. GRMN stock surged 18.1% to USD 299.57.
eBay Pays $55.7 Million to Settle Cyberstalking Lawsuit; Former CEO Wenig Contributes $2 Million
eBay Inc. (NASDAQ: EBAY) agreed to pay a combined $55.7 million to settle a civil lawsuit with e-commerce newsletter writers Ina and David Steiner, closing a six-year legal saga over a 2019 corporate harassment campaign that led to seven criminal convictions.
PayPal Holds Out for $70 After Rejecting Stripe's $53B Bid — Q2 Beat Raises the Stakes
Stripe and Advent International's USD 53 billion joint bid for PayPal was rejected by the board as inadequate. After Q2 2026 revenue beat of USD 8.68 billion and adjusted EPS of USD 1.38, CEO Enrique Lores signaled openness to exploring superior-value opportunities, raising the bidder's dilemma.
SK Hynix (SKHY) Q2 2026: Record KRW 60.5T Operating Profit at 76% Margin as HBM4 Enters Mass Production — Shares Slide 9% on Consensus Miss
SK Hynix Q2 2026 operating profit surged 557% YoY to KRW 60.5T at 76% margin; HBM4 mass production began. SKHY fell 9% after missing consensus.
Visa Q3 FY2026: Revenue Climbs 14% to $11.6B, EPS Beats on FIFA World Cup Tailwind
Visa Q3 FY2026: Net revenue USD 11.6B (+14% YoY) and non-GAAP EPS USD 3.32 (+11%) both beat consensus. Payment volume grew 10%, cross-border volume 13%, with FIFA World Cup 2026 boosting host-city transactions ~20% YoY. USD 4.9B in share repurchases. After-hours stock eased 0.3% to USD 361.51.
Apple Upgrade Launches With Klarna: What the USD 17.99/Month iPhone Lease Means for AAPL and the Smartphone Market
Apple launched 'Apple Upgrade' with Klarna on July 28, offering lease-to-own financing for iPhone (from USD 17.99/mo), Mac, iPad, and Apple Watch. AAPL +0.7%, KLAR +3%. Analysis of recurring-revenue strategy and Samsung ecosystem competition.
Nvidia (NVDA), Microsoft Lead 37-Member AI Security Alliance
Nvidia (NASDAQ: NVDA) and Microsoft (NASDAQ: MSFT) on Monday, July 27, helped launch the Open Secure AI Alliance, a 37-member group that will build and share open-source tooling for AI-era cyber defense.
SKHY Below IPO Price — SK Hynix Q2 Preview: Three Questions for Wednesday's ₩64T Earnings Call
SKHY trades at $143, 4% below its $149 IPO. Full Q2 results Wednesday July 29 (consensus OP ₩64.1T, +596% YoY). Three key questions for the conference call.
Pentair Acquires Taco Group for USD 1.4B as Pool Slump Drags Q2 Revenue Down 17%
Pentair (NYSE:PNR) signed a definitive agreement to acquire Taco Group Holdings for USD 1.4 billion at approximately 10.5x 2026E EBITDA. On the same day, Q2 2026 revenue declined 17% to USD 932.6M driven by a USD 170M pool channel inventory correction, while adjusted EPS of USD 1.14 beat estimates by USD 0.02.
FADU (440110.KQ) Q1 2026: Revenue Triples to ₩59.5B, First Quarterly Profit
FADU (440110.KQ) Q1 2026: revenue ₩59.5B (+210%), first quarterly operating profit ₩7.7B. CEO indictment and customer concentration risk remain.