IJR News

Seneca Nation Claims Compact Deal; New York Disputes — 5dThe Seneca Nation says it has reached an agreement in principle with New York on a new gaming compact that would end state revenue-sharing payments, but Gov. Kathy Hochul’s office says negotiations are ongoing and no deal has been reached. The uncertainty has alarmed local officials in Buffalo, Niagara Falls and Salamanca, which rely on casino revenue-sharing funds.

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Virbac Reports 7.4% H1 Growth, Confirms 2026 Guidance — Sep 17, 2026Virbac reported H1 2026 revenue of €768 million, up 7.4% organically with an 18.8% adjusted EBIT margin and €87.1 million net profit, while net debt rose to about €196 million due to seasonal working capital. Management reaffirmed 2026 targets at the upper end of a 5.5%–7.5% revenue-growth range and around 17% adjusted recurring operating margin, supported by the scaling of its Supercharge platforms and the Thyronorm integration across global markets as part of its 2030 strategy.

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Derek Foss Reaffirming the upper end of 2026 guidance suggests the Thyronorm rollout and Supercharge platforms are on track.

CSC reportedly probes 5-10 Power Four schoolsSports — 1dThe College Sports Commission is investigating between five and 10 Power Four schools, including multiple College Football Playoff contenders, over possible revenue-sharing cap evasion and NIL violations involving third-party payments. No schools have been publicly identified, and the investigations have not concluded.

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Umanmielen Served in Ole Miss Lawsuit Before Showdown — Sep 16, 2026LSU DE Princewill Umanmielen was served Ole Miss lawsuit papers outside the Tigers' football facility Tuesday; the school seeks $550,000 over a revenue-sharing contract.

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Dana Whitfield If the players took the revenue-sharing money under contract, Ole Miss has every right to sue for breach when they leave.

Cosmos Health Reports Record $54.3M Nine-Month RevenueBusiness — 2dCosmos Health reported preliminary nine-month 2026 revenue of $54.3 million, up 19% year over year, and record third-quarter revenue of $17.4 million. The company reaffirmed its outlook for more than $90 million in full-year revenue, citing growth across its business segments; the figures are unaudited.

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Most Influential Women in World HistoryYourlist — RankingFrom ancient queens who ruled empires to modern activists who changed laws, these women left indelible marks on politics, science, and culture. Vote for who you think shaped history most profoundly.

Ghana Standards Authority Revenue Rises 18%Finance — Sep 16, 2026Ghana Standards Authority reported an 18% revenue rise to over GH¢228 million in 2025, with expanded testing, calibration and verification activities and a fivefold increase in surplus to its accumulated fund, though only 40% of its 426 standards were developed. Separately, the Ghana Revenue Authority aims to double its revenue by 2028 and has set a 2026 target of about GH¢225 billion after collecting roughly GH¢182 billion in the prior year, highlighting a drive for broader base and digitisation to boost compliance and growth.

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Keystone Law Revenue Surges 22.5%, Raises FY2027 Outlook — Sep 14, 2026Keystone Law Group reported stronger interim results for the six months to 31 July 2026, with revenue up 22.5% and adjusted PBT up 31%, alongside an interim dividend of 9.6p and a 15p special dividend. The firm expanded its Principal network to 501, lifted revenue per Principal to £133.8k, launched CoCounsel Legal AI, completed a brand refresh, and forecast FY2027 revenue and profits to be comfortably ahead of market expectations.

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Warpaint London Reports 17.8% H1 Revenue Drop — Sep 23, 2026Warpaint London PLC announced an increased interim dividend of 4.25 pence for 2026 and provided sales guidance for Q3 and the first nine months, with full-year revenue expected at the lower end of market forecasts; the outlook anticipates a stronger second half driven by Christmas gifting and ecommerce, aided by being debt-free. In H1 2026, revenue fell 17.8% to £40.5 million, but gross margin improved and cash flow from operations strengthened, supporting a more resilient positioning entering the second half.

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Rachel Meyers Raising the dividend despite lower sales feels risky, though the ecommerce focus could still deliver in the second half.

Lobo Technologies Reports 20.6% Revenue Growth, Narrower LossBusiness — Sep 18, 2026Lobo Technologies Ltd. posted mid-2026 results showing solid top-line growth, with six-month revenue of $14.6 million, up 20.6% year over year, driven by EV sales and the new AI infrastructure services, while gross margins tightened as costs rose. The company narrowed its first-half net loss to about $1.1 million and reported a $7.3 million Q2 revenue (also up 20.6%), indicating improving but still unprofitable operations with cash pressures and ongoing expense management.

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Morgan Stanley Sees Up to $17 Billion in Annual Tesla Semi Software Revenue — Sep 11, 2026Morgan Stanley’s note estimates Tesla’s autonomous Semi software could generate 12,000–18,000 dollars per truck per month, potentially reaching about 17 billion dollars in software revenue by 2040 with 82,000 Semis on the road, far eclipsing current consumer FSD revenue. Tesla is expanding the Semi into Europe with specifications like a 550-kilometer range and fast Megacharger charging, leveraging high diesel prices to accelerate adoption, while Musk’s ventures like Boring Company attract large funding for tunnel projects.

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Dana Whitfield Reaching 17 billion by 2040 depends on hitting those production numbers, which Tesla has struggled with before.

TSMC Posts Record Q3 Revenue, Beats ForecastsTech — 2dTSMC posted record Q3 revenue of about NT$1.49 trillion ($46.7 billion), up roughly 50% and ahead of analyst estimates and its own guidance.

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Madonna vs Lady GagaYourlist — VS BattleThe Queen of Pop versus the artist who studied at her throne.

Toggl Report Links Poor Scoping to Lost DealsBusiness — 3dService businesses may lose revenue through slow responses to prospective customers, poor project scoping and weak, data-light pitches, according to Toggl’s 2025 Productivity Index. The report suggests clearer tracking of project hours and improved productivity measurement could help firms reduce costs and increase revenue.

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Marvell Raises FY2028 Revenue Outlook to $20B — 3dMarvell raised its FY2028 revenue target to about $20B from $18B and set a first FY2031 goal of $70B–$90B at its Oct. 6, 2026 Investor Day.

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Foxconn Q3 Revenue Jumps 47% on AI Demand — 5dFoxconn Q3 revenue hit T$3.03 trillion, up 47% and above the T$2.83 trillion estimate, with September’s record T$1.16 trillion on AI server demand.

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Marcus Bell This growth looks solid but it all hinges on whether AI orders keep accelerating next year.

Argus Reaffirms Buy on Jabil at $475 as Targets Turn Mixed — Oct 1, 2026Jabil reported quarterly earnings and revenue above analysts’ expectations, with revenue up 28.6% year over year. Argus reaffirmed its Buy rating with a $475 price target, while other analysts’ targets varied; overall, analyst sentiment remained broadly positive.

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What were you actually built to do?Quizie — QuizNot the job you have — the one your wiring has been begging for. Twelve questions and the AI writes the job description.

Novacyt H1 Loss Narrows, Revenue Rises 18% — Sep 30, 2026Novacyt’s liquidity manager bought 44,200 shares and sold 44,422 in September, leaving 65,577 shares in treasury; the company has 72.6 million ordinary shares outstanding. For the first half of 2026, revenue rose 18% to £11.56 million and its net loss narrowed to £5.79 million from £6.34 million a year earlier.

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Derek Foss The liquidity manager trading nearly the same number of shares in and out feels pointless.

DeepSeek Reportedly Hits $1B Annualized Revenue — Sep 24, 2026DeepSeek’s annualized revenue run rate reached about $1B, more than double a few months ago after API fees rose 2.3–4.5x; Liang shared the figure with investors, unconfirmed by the firm.

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Dana Whitfield Doubling revenue after raising API fees that sharply shows real demand for their models despite the higher costs.

Raspberry Pi Profit Triples, Revenue Surges 90% — Sep 24, 2026Raspberry Pi pretax profit more than tripled to $19.6 million in H1 2026 as revenue surged 90% to $256.9 million; shares rose 7%.

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Rachel Meyers The backlog doubling to 2.6 million units points to serious demand growth beyond just hobbyists.

H.B. Fuller Reports Q3 Revenue Up 5.2%Finance — Sep 21, 2026H.B. Fuller reported strong Q3 2026 results with revenue of about $938 million and adjusted EPS of $1.52, while GAAP EPS was $1.44 and net income reached $79 million, as margins expanded and pricing supported organic growth. The company guided FY 2026 EPS to $4.70-$4.85 versus a $4.85 consensus, with shares trading lower as investors weighed the guidance against expectations and analyst sentiment.

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Manchester United Posts Record Revenue, £47m Pre-Tax Loss — Sep 23, 2026Manchester United posted record £677.6m revenue for 2025-26 and a seventh straight pre-tax loss of about £47m, with seven-year losses at £444m.

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Derek Foss Record revenue sounds good until you see seven straight years of losses adding up to hundreds of millions.

Paychex Expected to Report Q1 Earnings WednesdayFinance — Sep 21, 2026Paychex is slated to report its fiscal first-quarter 2027 results on September 23, with expected earnings around $1.32 per share on about $1.63 billion in revenue as analysts anticipate continued growth and a FY 2027 EPS guidance of roughly $5.90 to $6.01; the company also hosts a 9:30 AM ET conference call as investors weigh near-term macro headwinds and valuation against its recurring revenue model. Coverage notes ongoing stock volatility ahead of the print, driven by rate concerns, but underscore Paychex’s long-run cash generation, margins and dividend appeal amid cautious sentiment.

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Novo Nordisk weighs direct New York listing as US revenue grows — Sep 23, 2026Novo CEO Doustdar sees advantages in a direct NYSE listing as U.S. revenue tops half of sales; shares fell almost 8% Monday, market cap about $176B from over $600B.

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Priya Raman A direct listing would cut out the ADR middleman and let Novo Nordisk tap deeper into American capital without extra layers.

Bloomia reports $11.2M loss on $48.1M revenue after tulip shiftFinance — Sep 21, 2026Bloomia Holdings rebranded from Lendway to Bloomia, realigned its fiscal year to June 30 to fit seasonal tulip operations, and pursued a strategic shift into specialty tulip agriculture after acquiring fresh-cut tulip capabilities in 2024 while discontinuing lending and in-store marketing. For FY2026, it posted about $48.1 million in revenue with a $11.2 million net loss driven by a $13.2 million non-cash impairment and industry-wide mite-related waste, while debt fell roughly 36% to $21.7 million; a rights offering raised $12.1 million to reduce debt and management is trimming costs and expecting margin gains from price increases and mite-control measures.

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Rachel Meyers Cutting debt by over a third through the rights offering was smart, gives them a better shot at stabilizing the tulip side.

Diana’s ‘Revenge Dress’ Displayed Before Sotheby’s Auction — Sep 18, 2026Sotheby's displayed Diana's 1994 Christina Stambolian 'revenge dress' in London Sept. 18 ahead of a Dec. 9 New York auction estimated at $150,000–$300,000.

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Nicole Hardy That revenge dress still looks sharp even after decades. The auction estimate seems fair for such a piece of history.