Meta Forced to Unwind $2 Billion Manus AI Deal as China's NDRC Orders Reversal
China forced Meta to unwind its $2B Manus AI acquisition. Manus returns as independent company August 2026. What Beijing's intervention means for META stock and AI M&A risk.
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PepsiCo (PEP) Q2 2026: EPS +137%, Core Margin −40bp, PBNA Volume −4%
PepsiCo's reported earnings per share went from $0.92 to $2.18 in a single year, a 137% jump — and only a sliver of it is a genuine improvement in the operating
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Coca-Cola (KO) Q2 2026: H1 Operating Cash Flow Swings to $7.5B, but the $14 Billion Tax Question Sits Off the Balance Sheet
Coca-Cola's second-quarter margins and first-half cash flow both improved, but the two improvements are not the same kind of event. Operating margin expanded to 34.92% fro
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NextEra Energy Files Dominion H1 2026 Financials With SEC as $66.8B Merger Heads to September 3 Vote
NextEra Energy filed Dominion H1 2026 financials in an 8-K before Sept. 3 votes on the $66.8B deal. Dominion Q2: $4.48B revenue, $0.79 EPS, 6th straight beat; ~10% arb spread.
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ICE Kicks Off $3.5B Bond Sale to Fund $6B MarketAxess Acquisition
ICE launched a $3.5B bond sale Aug 11 to fund its $6B MarketAxess deal, creating a ~23% fixed-income market share platform — nearly matching Tradeweb at ~24%.
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DoorDash (DASH) Q2 2026: Revenue +36%, Net Income Falls 30%
DoorDash's second-quarter profit decline is mostly a below-the-operating-line and purchase-accounting event rather than a collapse in unit economics — but the p
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Public Storage (PSA) Q2 2026: EPS +45% on FX, Core FFO -2.6%
Public Storage Q2 2026: diluted EPS rose 44.9% to $2.55 on $163M FX gains while Core FFO per share fell 2.6% to $4.17. Same-store revenue -0.6%. NSA merger closed July 22, adding 4,500+ locations.
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NVIDIA Recruits Six Wall Street Giants for $500 Billion AI Compute Financing Push
NVIDIA signed MOUs with six Wall Street giants to mobilize over $500B for AI infrastructure, treating GPU compute as investable collateral — subject to final agreements.
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Moderna's mFlusiva Wins FDA Approval as First-Ever mRNA Flu Vaccine After Six-Month Regulatory Saga
FDA cleared Moderna's mFlusiva Aug. 5 — first mRNA flu vaccine. 26.6% rVE vs standard shots; ACIP frozen and 2026 contracting missed, so revenue likely delayed to 2027.
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Honeywell Aerospace (HONA) Q2 2026 Earnings Miss: Casting Shortage Caps Engine Growth, Stock Falls 23%
HONA Q2 EPS missed 12% ($1.87 vs $2.13); guidance cut on casting shortage. Stock -23% on Aug 6 to $157, ~$163 by Aug 11. Analyst avg target $253 implies 55% upside.
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