J&J (JNJ) Q2 2026: Record $25.3B Sales as TREMFYA Covers 94% of STELARA's $913M Drop — Yet EPS Falls
Johnson & Johnson has now shown, in hard dollars, that it can largely absorb the decline of what was as recently as 2024 its second-largest product by sales. TR
- 02
Jefferies Cuts Apple to Underperform as All-Glass iPhone Faces Cancellation Risk, Sell Ratings Hit 2012 Level
Jefferies downgrades Apple to Underperform, PT ~USD 264, on possible all-glass iPhone cancellation and 38% BOM inflation. At least 6 sell ratings match a 2012 level.
- 03
Bristol Myers Squibb to Build $2.3B Drug Manufacturing Campus in Houston, Targeting ADCs and Biologics
BMS commits USD 2.3B to a 600K sq-ft campus at Generation Park Houston, producing small molecules, biologics and ADCs. Part of a USD 40B five-year U.S. investment pledge.
- 04
Meta Open-Sources Muse Glimmer: 30B Agentic AI for Consumer GPUs as Zuckerberg Targets OpenAI
Meta open-sourced Muse Glimmer, a 30B agentic AI for consumer GPUs. Leads most Gemma4 and Qwen3 benchmarks. Zuckerberg targets OpenAI in 6,500-word essay. META +1% pre-market.
- 05
Datadog (DDOG) Q2 2026: Revenue +36%, Operating Margin 0.5%, and a Q3 Guide to 28%
*All balance sheet, income statement and cash flow figures below are from Datadog's Form 10-Q for the quarterly period ended June 30, 2026, as filed with the SEC. Customer counts, ARR percentages, non
- 06
Palantir (PLTR) Q2 2026: Revenue +92.8%, Operating Margin 47.1%, Full-Year Guidance Raised to +82%
Palantir Q2 2026: Revenue USD 1.935B (+92.8% YoY), operating margin 47.1%, full-year guidance raised to USD 8.15-8.16B (+82%). AI commercial growth surpasses government for first time.
- 07
US Reopens Nvidia China Review: Cloud Loophole Left Open by June BIS Rule
Washington is reviewing offshore cloud access to Nvidia GPUs — a channel the June BIS ownership rule left open. The House-passed cloud bill remains stalled in the Senate.
- 08
J&J Ottava FDA Authorization Gives da Vinci Its Second U.S. Rival — Can ISRG's Moat Hold?
J&J Ottava received FDA de novo authorization July 22, 2026, da Vinci's second U.S. rival after Medtronic Hugo. ISRG Q2 +18.4% revenue, 11,710 systems, stock -35% YTD.
- 09
Newmont Pays Barrick USD 1.95B to Settle Nevada Gold Mines Dispute, Greenlighting North American IPO
Newmont pays Barrick $1.95B to settle all Nevada Gold Mines JV disputes and consent to North American Barrick's NYSE IPO. NEM +7.18%, Barrick (NYSE: B) -6.11% on Aug. 10.
- 10
TransDigm (TDG) FQ3 2026: Sales +23%, Net Income Up Only 10%
TransDigm FQ3 2026 10-Q: Sales rose 22.5% to $2.74B, commercial aftermarket +30.1%. EBITDA As Defined $1.45B at 52.8% margin. Net debt ~5.3x EBITDA. Interest expense +29.5%.
- 11
AI Hollows Out Tech Jobs: U.S. Information Sector Layoff Rate Hits 20-Year High as Oracle Leads the Wave
BLS JOLTS June 2026: Info-sector layoff rate hit 2.3%, highest sustained in 20 years. Oracle cut 21,000 citing AI; Microsoft cut 4,800 company-wide (~3,200 in Xbox).
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Sony and TSMC Plan USD 6.4 Billion Image Sensor Joint Venture in Japan, Targeting Physical AI by 2029
Sony Group and TSMC plan a USD 6.3–6.4B joint venture in Kumamoto, Japan, targeting next-gen image sensors for autonomous vehicles and robotics by 2029.
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Tesla Autopilot Is Back in the Headlines. NHTSA Has Been Investigating 3.2M FSD Vehicles Since March 2026.
49ers coach Shanahan's Autopilot crash revives NHTSA's 3.2M-vehicle FSD investigation. Tesla FSD has 1.48M subscribers and ~$1.8B in potential run-rate ARR.
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