Nadeem Meghji is stepping down as global head of real estate at Blackstone after less than a year in the sole role, with David Levine and Giovanni Cutaia appointed as co-heads. Meghji, who joined Blackstone in 2008, is reportedly leaving to spend more time with his family. His departure follows a pattern of senior exits from the real estate group, though Blackstone's real estate portfolio remains substantial at over $600 billion.

Helios Technologies (NYSE:HLIO) has secured a multi-year contract to supply advanced electronics solutions to Indian Motorcycle. This agreement includes Helios's operating company, Enovation Controls, acquiring specific assets, intellectual property, and technology capabilities from Radio Sound Inc. The acquired assets, which are not financially material to Helios, will be integrated into Helios's Electronics segment to expand its offerings.

TD Cowen has reiterated a Buy rating on American Electric Power (AEP) with a $149 price target, citing the utility's strong positioning to benefit from data center growth in its service territories. The firm expects a significant increase in AEP's five-year capital spending program given the substantial rise in electricity demand backlog. Despite missing recent earnings and revenue forecasts, AEP raised its full-year guidance, driven by strong customer demand and favorable regulatory outcomes.

Japan Post Holdings, a 10% owner and director of Aflac Inc. (NASDAQ:AFL), sold Aflac common stock worth $1.76 million on September 4, 2026. These transactions involved two sales of shares at weighted average prices of $117.46 and $118.17. Following these sales, Japan Post Holdings indirectly owns over 50 million shares of Aflac common stock through the J&A Alliance Trust.

The merger between Fifth Third Bancorp and Comerica Bank has resulted in significant online banking glitches and customer frustration following its technical conversion. Despite assurances of a smooth transition, many customers, including Robert Erlandson and David Boike, reported being unable to access accounts, encountering issues with bill payment data migration, and facing long wait times for support. Fifth Third acknowledged the challenges, stating it was the "largest and most complex undertaking" for both companies and apologized for the inconvenience, promising full engagement from their teams to assist customers.

SiriusXM's CFO, Zac Coughlin, discussed the company's strategic shift in late 2024, leading to stronger subscription economics, a growing ad business, and a new YouTube partnership. The company is focusing on subscriber revenue growth over subscriber count, while leveraging its durable subscription base and content breadth. Financial highlights for the first half of 2026 include a 1% revenue increase, 5% EBITDA growth, and a 67% jump in free cash flow, with future capital allocation tilting towards share buybacks.

Idexx Laboratories (IDXX) stock has hit a 52-week low of $517.00, despite an InvestingPro analysis suggesting it is undervalued. The company reported strong second-quarter earnings, exceeding analyst expectations, and management has raised its full-year guidance. Stifel reiterated a buy rating with a $675 price target, highlighting IDEXX's strong fundamentals and market share gains.

Valero Energy Corporation's stock has hit an all-time high of $385.11, currently trading at $386.82, and showing a 141.55% increase over the past year. This significant surge follows impressive second-quarter results, with adjusted earnings and revenue surpassing Wall Street estimates, and strong performance in refining, renewable diesel, and ethanol sectors. Analyst ratings from UBS and TD Cowen reflect continued confidence, with UBS raising its price target to $450.

Independence Realty Trust (IRT) and Centerspace have announced a merger, forming an $8.1 billion middle-market apartment REIT with 44,354 units across 17 states. This alliance aims to create a geographically diverse portfolio with strong representation in Sun Belt, Midwest, and Mountain West markets, seeking scale and efficiency as operating costs rise. The combined entity expects $24 million in synergies within 12 months post-merger and will focus on high-growth, non-gateway markets with an expanded value-add renovation program and other income initiatives.

Boeing (NYSE: BA) delivered 51 commercial jets in August 2026, a decrease from July and the previous year, with 15 gross orders and no cancellations for the month. The company ended August with a large backlog of 6,755 unfilled commercial aircraft orders. Despite a weak broader market, Boeing's stock edged higher, but its technical trend remains weak, trading below major moving averages, while analysts maintain a consensus "Buy" rating with an average price forecast of $273.13.