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Ryman Hospitality Acquires Grande Lakes Orlando Resort for $1.38B
Ryman Hospitality Properties (RHP) announced a definitive agreement under which the company will purchase the fee simple interest in Grande Lakes Orlando Resort in Orlando, Florida, for $1.38B from Trinity Investments. The 409-acre complex includes two hotels, a 1,010-room JW Marriott and a 582-room Ritz-Carlton, and a Greg Norman-designed 18-hole championship golf course. The company plans for the Property to continue to be operated by Marriott International (MAR) under the JW Marriott and Ritz-Carlton brands. The purchase price represents a 12.5x Adjusted EBITDA multiple on the Property's trailing-twelve-month results through June 30, 2026. The company expects the acquisition of Grande Lakes to be accretive to adjusted funds from operations per diluted share for 2027. The company expects to close the Grande Lakes transaction in the third quarter of 2026, subject to customary closing conditions.
Consensus Price Target $7.55, Contract Sales Expected $2.08B-$2.115B
Consensus $7.55. Sees contracts sales $2.08B-$2.115B; adjusted ebitda $805M-$830M.
U.S. Stocks Rise as Middle East Tensions Ease, Oil Prices Drop 5%
The major averages began the week and the month with a winning session as easing tensions in the Middle East sent oil prices sharply lower. Oil prices dropped about 5% after President Trump said on Sunday that he canceled a planned attack on Iran, adding that negotiations between the two sides would resume Monday. The news follows U.S. media reports late last week that Trump was preparing a new wave of strikes on Iranian infrastructure.Meanwhile, earnings season remains a catalyst, with investors awaiting results from Palantir after Monday's close, followed later this week by reports from AMD, McDonald's, Pfizer, Eli Lilly, Disney and Uber. The market is also preparing for SpaceX's first earnings report since its public listing.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:AstraZenecais in talks to combine with Bristol Myersfor $400B,Sonyand Disney's"Spider-Man: Brand New Day" has reportedly generated thethis year and the second highest in Hollywood historyIntegerby KKRin a $5.7B transactionCuriumLantheusfor up to $114.50 per shareAmazonhit a new all-time high to start the week, with its2. WALL STREET CALLS:Circle Internetto Underweight at Morgan StanleyMeliusStarbucksto Hold following last week's earnings reportBest Buywith an Underperform at BofATruistCorningto Buy on recent share pullbackeBayto Underweight at Wells Fargo3. AROUND THE WEB:N-ableis urging customers to immediately patch an actively exploited N-central authentication bypass vulnerability, BleepingComputer reportsMicrosoftis raising prices of Xbox Series X/S consoles in the U.K. and Europe, Verge reportsChina's Alibabaon Monday unveiled its largest and most capable AI model to date, sending its shares surging, while a research firm said DeepSeek's latest product offers cut-throat pricing that is more than 100 times cheaper than Anthropic's Claude Fable 5, Reuters reportsAppleis facing an unusual MacBook Air supply shortage due to industrywide memory constraints, leading to longer delivery times, selective price increases, and efforts to secure additional memory supply while prioritizing other Mac models, Bloomberg saysChevronand Exxon Mobilhave warned high fuel prices will likely remain even as oil prices drop, since the wars in Russia and the Middle East have left global refining capacity short, Bloomberg reports4. MOVERS:Atkoreincreased afterand announcing it will be acquired by Prysmian for $95 per share in cashFergusonwas higher after beingElectronic Artsin the S&P 500 at open on August 5CNH Industrialgained in New York afterand providing guidance for FY26Sportsradarfell in New York afterand cutting its guidance for FY26GameStopwas lower after exchanging $1.4B of5. EARNINGS/GUIDANCE:Sally Beautyand narrowed its guidance for FY26Indiviorand raised its outlook for FY26 along with announcing its merger agreement with Supernus PharmaceuticalsMarriott, provided guidance for Q3, and raising its outlook for FY26Trane, with CEO Dave Regnery calling it "another outstanding quarter"Loews, with EPS and revenue higher year-over-yearINDEXES:The Dow rose 693.38, or 1.32%, to 53,178.41, the Nasdaq gained 540.04, or 2.13%, to 25,913.90, and the S&P 500 advanced 110.78, or 1.48%, to 7,600.50.
Amazon's Market Cap Surpasses $3 Trillion
The major averages were sharply higher near noon, with traders approaching the new month with a sense of optimism as easing tensions in the Middle East sent oil prices sharply lower. Technology shares are helping lead the gains as investors look ahead to another busy week of corporate earnings and economic data. Of note, Amazon's market cap surpassed the $3T mark to start the week.Oil prices dropped over 6% after President Trump said on Sunday that he canceled a planned attack on Iran, adding that negotiations between the two sides would resume Monday. The news follows U.S. media reports late last week that Trump was preparing a new wave of strikes on Iranian infrastructure.Meanwhile, earnings season remains a catalyst, with investors awaiting results from Palantir after Monday's close, followed later this week by reports from AMD, McDonald's, Pfizer, Eli Lilly, Disney and Uber. The market is also preparing for SpaceX's first earnings report since its public listing.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:AstraZenecais in talks to combine with Bristol Myersfor $400B,Sonyand Disney's"Spider-Man: Brand New Day" has reportedly generated thethis year and the second highest in Hollywood historyIntegerby KKRin a $5.7B transactionCuriumLantheusfor up to $114.50 per shareAmazonhit a new all-time high to start the week, with its2. WALL STREET CALLS:Circle Internetto Underweight at Morgan StanleyMeliusStarbucksto Hold following last week's earnings reportBest Buywith an Underperform at BofATruistCorningto Buy on recent share pullbackeBayto Underweight at Wells Fargo3. AROUND THE WEB:China's Alibabaon Monday unveiled its largest and most capable AI model to date, sending its shares surging, while a research firm said DeepSeek's latest product offers cut-throat pricing that is more than 100 times cheaper than Anthropic's Claude Fable 5, Reuters reportsAppleis facing an unusual MacBook Air supply shortage due to industrywide memory constraints, leading to longer delivery times, selective price increases, and efforts to secure additional memory supply while prioritizing other Mac models, Bloomberg saysChevronand Exxon Mobilhave warned high fuel prices will likely remain even as oil prices drop, since the wars in Russia and the Middle East have left global refining capacity short, Bloomberg reportsWhile Novo Nordiskinvestors have been minimally optimistic about the two-year period of profit warnings, leadership upheaval, and share price slide as rival Eli Lillystreaked ahead, the company is now getting a boost from its new Wegovy weight-loss pill keeping its lead against Lilly's recently launched Foundayo, Reuters reportsOpenAI has found other instances of autonomous agents escaping as the company expands its investigation of the hacking incident at Hugging Face, Reuters says4. MOVERS:Atkoreincreases afterand announcing it will be acquired by Prysmian for $95 per share in cashFergusonhigher after being set to replace Electronic Artsin theat open on August 5CNH Industrialgains in New York afterand providing guidance for FY26Sportsradarfalls in New York afterand cutting its guidance for FY26GameStoplower after exchanging $1.4B offor equity5. EARNINGS/GUIDANCE:Sally Beautyand narrowed its guidance for FY26Indiviorand raised its outlook for FY26 along with announcing its merger agreement with Supernus Pharmaceuticals (SUPN)Marriott, provided guidance for Q3, and raising its outlook for FY26Tranewith CEO Dave Regnery calling it "another outstanding quarter"Loews, with EPS and revenue higher year-over-yearINDEXES:Near midday, the Dow was up 558.90, or 1.06%, to 53,043.93, the Nasdaq was up 488.92, or 1.93%, to 25,862.77, and the S&P 500 was up 95.62, or 1.28%, to 7,585.34.
Company Expects Mid-Single Digit Net Room Growth Over Next Few Years
Says grew net rooms by 4.5% over the 12 months ending June 30. Says with the conflict in the Middle East weighing on results, second-quarter international RevPAR declined slightly year-over-year. Says still expects net rooms to grow in the mid-single digit range over the next few years. Says now expecting global credit card fees to rise in the high 30% range this year. Says expects that Q4 RevPAR is a bit lower than Q3. Says sees very strong global demand around the world other than the Middle East. Comments and guidance taken from Q2 earnings conference call.
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