Daily ideas

Barco chose Valens' HDBaseT chipset for a wired ClickShare extension kit, putting a cabled 4K-plus-USB link back into large meeting rooms.

RTL Group's H1 2026 streaming revenue rose 27% to EUR 299m while streaming profit improved EUR 65m, lifting FY streaming EBITA guidance to about EUR 100m.

On its Q2 2026 call, GHI said new OBBBA rules give affordable-housing deals in its pipeline larger taxable-debt tranches while tax credit pricing stays weak.

Codan (CODAF), Unusual Machines (UMAC), Mobilicom (MOB) and Twin Disc (TWIN) say drone orders outrun electronics supply: parts need 6-18 months' notice, orders only 4-6.

KEPCO will spread grid and generation capex for Korea's fast-tracked AI and chip projects across years to cut bond issuance to two times capital by end-2027.

Cigna's Evernorth sized the specialty pharmacy market near $500 billion and said roughly $200 billion of it sits in hospital-owned pharmacies it barely serves.

Vinci Compass and Patria say Brazilian fund distribution now sorts by size, not track record; Vinci's R$750m Navi deal earns a 67% post-tax margin vs 32.5% firm-wide.

Strauss Group says the three roasters holding 75% of Brazil's market announced 7-15% price increases as Arabica rebounds, while KDP and SJM plan on cheaper beans.

Elbit's effective tax rate went from 5.6% to 16.4% in Q2 2026 as Pillar 2 overrode Israel's export tax break, and a new R&D law funded half its R&D increase.

MITT's external manager is paying $20M of the Cherry Hill cash, more than the REIT itself, and EFC says mortgage operators now outbid pure investors for MSRs.

Lincoln Educational said defaulted federal borrowers lost Title IV eligibility at the aid-packaging step, holding fiscal Q2 2026 student starts to 1% growth.

Independent cross-platform data now ranks plasma proteomics platforms: Seer cites 13.5% of its targets unlikely to concur, against 39% and over 45% for rivals.

Labcorp and Guardant Health each cleared ACS guidelines and national payer coverage for non-colonoscopy colorectal screening; Guardant raised guidance to $218-230M.

Grab says cost per AI interaction for drivers and merchants roughly halved year over year while monthly interactions grew tenfold, so the tools now go to every partner.

Cineplex, AMC, Cinemark and IMAX each built movie merchandise into a real business in fiscal Q2 2026, and two now sell it to buyers who never enter a theater.

Everest now writes $5M data center umbrella limits where $10M once sat, attaching higher at what its CEO calls dramatically better pricing.

PennantPark (PNNT) and Ares Capital (ARCC) reset loan securitizations in July, cutting spreads 97 and 35 basis points, while unsecured note costs held near 7%.

On its Q2 2026 call, DarioHealth said compliance rules bar AI training on employer- and health-plan-owned member data, leaving only its own B2C data.

Record beef, pork and chicken price gaps moved no volume between the three categories this quarter, and discounts stopped lifting sales, JBS, Tyson and Smithfield told investors.