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MarketBrain

Recent Signals

Filing Trends

Retail Tariff Pressure Starts to Ease

Four retailers show tariff costs shifting from a margin shock toward a refund question, though exposure has not disappeared.

June 24, 2026 · 2 min read

Fathom Files

When Title Scale Meets Cash Walls

Title insurers are showing stronger margins, but the sturdier case is shifting from who has the largest platform to whose earnings and cash are least exposed when pricing or volume turns.

June 23, 2026 · 4 min read

Filing Trends

OBBBA tax law reshapes R&D cash flows

Five US companies report mixed impacts from the July 2025 tax overhaul, with R&D expensing rules driving near-term cash benefits.

June 22, 2026 · 2 min read

Fathom Files

The New Middle Of Tariff Resilience

Tariff shocks are separating rapid repricers from fixed-price laggards, with disciplined manufacturers now showing a weaker but real form of resilience.

June 16, 2026 · 4 min read

Archive

June 26, 2026 Filing Trends Retailers split on store fleet overhauls June 24, 2026 Filing Trends Retail Tariff Pressure Starts to Ease June 23, 2026 Fathom Files When Title Scale Meets Cash Walls June 22, 2026 Filing Trends OBBBA tax law reshapes R&D cash flows June 19, 2026 Filing Trends Enterprise Software Vendors Race to Rebrand Around Agentic AI June 17, 2026 Filing Trends AI Data Centers Fuel Power Construction Surge June 16, 2026 Fathom Files The New Middle Of Tariff Resilience June 15, 2026 MarketBrain Acquisition Integrations Reshape Revenue and Cost Structures Across Six Major Firms June 12, 2026 MarketBrain Middle East Conflict Ripples Through Supply Chains, Operations and Consumer Demand Across Six Companies June 11, 2026 Small-Cap Signal Small-Cap Signal: Tariffs and Middle East Conflict Hit Margins While Industrial Demand Stays Strong June 10, 2026 MarketBrain Tech and Retail Firms Accelerate Share Buybacks, Deploying Billions in Capital Return June 8, 2026 MarketBrain Companies Pursue IEEPA Tariff Refunds After Supreme Court Ruling, But Record No Benefits Amid Uncertainty June 5, 2026 Earnings Honeywell Sets Aerospace Spin-Off Ratio, Reverse Split June 4, 2026 Earnings QXO Prices Debt Sale for TopBuild Deal June 4, 2026 Earnings Planet Labs Raises Revenue Guidance as Quarterly Sales Hit Record June 4, 2026 Earnings Lululemon posts first revenue decline in five years June 4, 2026 Earnings Guidewire Software lifts revenue outlook on subscription strength June 4, 2026 Earnings Alphabet Raises AI Financing as Cloud Growth Accelerates June 4, 2026 Earnings Ciena posts 40% revenue jump as AI demand surges June 3, 2026 Earnings XPO Tonnage Rose as LTL Shipments Improved June 3, 2026 Earnings TTM Technologies posts record sales on data-center demand June 3, 2026 Earnings Johnson Controls lifts profit forecast on backlog surge June 3, 2026 Earnings Five Below Raises Outlook After Sales Beat June 3, 2026 Earnings Fifth Third Targets 19% ROTCE Following Comerica Merger June 3, 2026 Earnings CrowdStrike posts record cash flow as growth reaccelerates June 3, 2026 Earnings Arch Capital earnings double on reinsurance rebound June 2, 2026 Earnings Ulta Beauty Raised Profit Outlook as Sales Accelerated June 2, 2026 Earnings Dollar General sales growth slows as shoppers pull back May 13, 2026 Earnings Cisco Posts Record Revenue as AI Orders Surge May 12, 2026 Earnings Oracle raises revenue guidance as cloud infrastructure growth accelerates April 29, 2026 Earnings Microsoft Revenue Accelerated as Cloud, AI Demand Lifted Results April 29, 2026 Earnings Meta Revenue Growth Accelerated as Ad Pricing Rose April 29, 2026 Earnings Amazon Posts Fastest AWS Growth in 15 Quarters April 14, 2026 Earnings Wells Fargo NII Slips as Margin Pressures Mount April 14, 2026 Earnings Johnson & Johnson Raises Outlook as Sales Accelerate