M&A activity

$LAMR crushes Q1 with 7.7% EBITDA growth on 3.9% revenue expansion, signaling strong programmatic adoption and potential August guidance raise.

Superior Group ($SGC) reported 3% Q1 revenue growth to $141M with return to profitability ($0.06 EPS), maintaining full-year guidance of $572-$585M.

SPIE reported Q1 2026 revenue of €2.45B (+1.7% YoY), offsetting organic decline with four major bolt-on acquisitions worth €667M in annual revenue.

Brown-Forman faces competing acquisition interest, with Sazerac offering $15B cash while Pernod Ricard circles the iconic Jack Daniel's owner.

ServiceNow completes $7.75B Armis acquisition, its second major cybersecurity buy in months, bolstering AI and enterprise security capabilities.

Quantum stocks surge on $NVIDIA tools and S&P Global report projecting $9B market by 2026, with 76% of enterprises expecting material value within five years.

Goldman Sachs surged 85.3% annually on record M&A activity, but analysts favor cheaper, more diversified Morgan Stanley for long-term investors seeking stable returns.

Global mining capital consolidates around high-grade gold and silver assets. January 2026 M&A hit $11B with 77% focused on precious metals.

ARK Invest warns that AI dominance is concentrating among major players like Microsoft and OpenAI, forcing smaller developers into acquisition or failure as computing and funding requirements escalate.

Rand Capital reports Q4 2025 results with $23M liquidity and zero debt, despite $48.5M portfolio value decline from Tilson Technology bankruptcy.

Jefferies Financial Group offers stability through M&A advisory and capital markets, contrasting volatile fintech stocks like Upstart. Analysts see 42% upside potential.