NVIDIA (NVDA) Q1 FY27: $15.9B Investment Gains Lift EPS to $2.39, vs $1.87 Non-GAAP
Net income tripled, but the chip business did not. Of NVIDIA's $69,903 million in pre-tax income for the quarter ended April 26, 2026, $15,929 million — 22.8% —
- 02
S&P Global (SPGI) Q2 FY2026: Ratings Revenue Hits $1.34B as Mobility Separates, EPS Guidance Raised Again
S\&P Global Q2 FY2026: Revenue +10.4% to $4.15B, adjusted EPS +23.2% to $4.83. Ratings margin 68%, Indices +20%. Mobility separated July 1. FY2026 adj. EPS guidance raised to $17.50-17.75.
- 03
Phillip Securities Cuts Airbnb to Reduce. The Stock Has Set Two 52-Week Highs Since.
Phillip Securities cut Airbnb to Reduce citing a 30.9x forward P/E above its historical reference. Two 52-week highs set since. Wedbush and Susquehanna target $200.
- 04
GM (NYSE: GM)–Unifor Deal: 4,600 Ontario Workers; Three Carried-Over Plants Down About 740
Unifor reached tentative agreements with General Motors (NYSE: GM) on Saturday covering more than 4,600 workers in Ontario. That is a bigger number than the union's last GM contract carried — but only because an idled fourth plant was folded into the master agreement this time.
- 05
Anthropic Eyes Record IPO to Rival SpaceX's $86 Billion Raise: What US Investors Need to Know
Anthropic preps for Nasdaq IPO matching SpaceX's $86.2B record (base $75B). Q2 2026 revenue $11.5B, 14.6x year-ago. S-1 due late August. Impact on AMZN, GOOG, AVGO.
- 06
Honeywell Technologies Reports Q2 FY2026 Results: Aerospace Spin-Off Complete, Pure-Play Automation Era Begins
Honeywell Technologies (NASDAQ: HON) delivered a landmark second quarter in 2026, completing the most consequential corporate restructuring in the company's mod
- 07
Caterpillar (CAT) Q2 2026: First $20B Quarter, EPS Jumps 68%
Caterpillar's profit surge is real, but it is a volume story rather than a pricing story. Sales and revenues reached $20,543 million in the second quarter
- 08
SEC Charges Former BofA Banker and Friend in South Jersey Industries Insider Trading Scheme
SEC charged ex-BofA energy banker Jason Satsky and Gavin Wolfe with insider trading in South Jersey Industries; Wolfe allegedly netted $18.5M ahead of the company's $8.1 billi
- 09
Marvell's Google Warrant: $12.2B to Exercise, $120B in Revenue to Fully Vest
Marvell issued Google a warrant costing $12.2B to exercise; 97.7% vests incrementally as Marvell books $120B of custom-chip revenue from Google.
- 10
Uber Hit With $963 Million GDPR Fine Over Automated Driver Suspensions — Europe's Second-Largest Data Penalty
Dutch regulators fined Uber €825M ($963M) for automating driver suspensions without human review — Europe's 2nd-largest GDPR penalty ever. Uber will appeal.
- 11
Bank of America (BAC) Q2 FY2026: Trading Breakout and NII Recovery Drive 27% Profit Surge to $9.1 Billion
Bank of America Q2 FY2026: $9.1B net income (+27%), equities trading +70% to $3.6B, IB fees +50%, NII $16B, ROTCE 17.0%, CET1 11.2%. Full-year NII guide raised to upper end of 6-8% range.
- 12
China Orders Tesla's Largest-Ever Recall: 2.98 Million Vehicles in Coordinated 11-Automaker Action
China's SAMR issued two Tesla recalls Aug 21: 2,975,910 for door escape safety and 2,740,642 for driver monitoring — remedied by labels plus OTA, effective Sep 25, 2026.
- 13
Nvidia's Rebellions Approach Costs Under Three Days of Revenue. Seoul Is the Harder Part.
Nvidia opened talks with Korean AI chip designer Rebellions. The deal would cost under three days of NVDA revenue. The real obstacle: Seoul's regulatory approval.
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