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Arcos Dorados (NYSE:ARCO) reported second-quarter 2026 revenue of $1.3 billion, up 14.3% year over year in U.S. dollars, marking the company’s highest quarterly revenue result.

Nomad Foods (NYSE:NOMD) reported second-quarter 2026 revenue of €724 million, down 3.1% year over year, as lower volumes affected sales despite improved pricing and product mix.

YETI (NYSE:YETI) reported second-quarter 2026 sales of $483.9 million, up 9% year over year, as growth in Coolers & Equipment and international markets supported higher revenue.

The growth of AI and hyperscalers poses opportunities but also risks, accounting for as much as 30% of net new issuance this year in some indexes if you include Nvidia Corp. which this week attempted to calm credit markets by offering its computing power as a form of securitization. Neil Callanan of Bloomberg News warns that while systemic risk is not imminent, it could materialize if banks become overly exposed to the impact of residual value guarantees or if insurance products linked to them create circular liabilities.

Tapestry (NYSE:TPR) reported fiscal 2026 revenue of $8 billion, up 14% year over year, as Coach brand sales increased and the company expanded margins.

Applied Industrial Technologies (NYSE:AIT) reported fiscal 2026 fourth-quarter sales of $1.4 billion and full-year sales of $5 billion, with both periods showing year-over-year growth.

Global Net Lease (NYSE:GNL) completed its acquisition of Modiv Industrial on August 12, 2026, adding an industrial net-lease portfolio valued at approximately $535 million and expanding its industrial property exposure.

Xunlei (NASDAQ:XNET) reported second-quarter 2026 revenue of $102.7 million, up 38.9% year over year, while recording a net loss from continuing operations of $218.5 million mainly due to investment valuation changes.

Dynatrace (NYSE:DT) agreed to acquire Arize for $915 million in a cash and stock transaction, combining AI observability and application monitoring capabilities across the artificial intelligence development lifecycle.

China Automotive Systems (NASDAQ:CAAS) reported record first-half 2026 net sales of $412.5 million, up 20.1% year over year, as electric power steering sales increased and profitability improved.

Rockwell Medical (NASDAQ:RMTI) reported second-quarter 2026 net sales of $17.8 million, up 11% year over year, as the healthcare company increased sales to new and existing dialysis customers.

Semtech (NASDAQ:SMTC) agreed to sell its cellular module business to Compal Electronics for $62 million in cash as part of a portfolio shift toward data center networking and LoRa connectivity.