Daily ideas

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.

Ingram Micro and TD SYNNEX each confirmed HPE named them its only two global distribution partners for its full networking, cloud and AI portfolio.

The FDA told uniQure a sham-surgery control is no longer required, moving the cost of rare-disease gene therapy onto delivery hardware and endpoint instruments.

Altius Minerals and Clearway Energy told 2026 earnings calls that fewer investors bid to finance US renewable projects; Altius took GBR from 29% to 50%.

Viant says over 80% of its CTV ad spend now clears through direct access to publisher ad servers, up from just over 50% in Q1, at 35% lower CPMs.

CEVA said a company that builds both its hardware platform and OS licensed its NPU design. Licensing revenue hit a three-year high; royalties stayed flat.

Alcon and Bausch + Lomb reported flat US cataract volume in Q2 2026; growth now comes from premium intraocular lenses, worth $15 million a point to Alcon.

AST SpaceMobile's Japanese GLEO award brings up to about $1 billion of non-dilutive, non-debt government capital, covering roughly half the cost of those satellites.