Chubb (CB) Q2 2026: 83.8% Combined Ratio, Net EPS Dips as PE Gains Shrink
Chubb's underwriting engine posted a combined ratio better than any full year it reported from 2023 through 2024, yet net earnings per share still went down. The P&C combined ratio fell to 83
- 02
NVIDIA Q2 FY2027 Earnings: Revenue Surges 106% to $96.2 Billion, Q3 Guided at $108 Billion
NVIDIA Q2 FY2027 results: revenue $96.2B (+106% YoY), non-GAAP EPS $2.22 — both beating consensus. Data Center hit $89B. Q3 guidance of $108B tops the $104B Street estimate.
- 03
Meta (META): $12.1B Floor, $17.1B Ceiling — Rivals Hold Key
Meta Platforms (NASDAQ: META) settled a child-safety case brought by state attorneys general on Wednesday, Aug. 26, and the headlines put the price near $17 billion.
- 04
Google Targets Anthropic and OpenAI in $3.7B Legal AI Market With Gemini Enterprise for Legal
Gemini Enterprise for Legal targets law firms via Thomson Reuters, Harvey AI and LexisNexis. Google Cloud hit $24.77B (+82% YoY) in Q2. What Alphabet investors should watch.
- 05
Apollo Economist: 'China Shock 2.0 Is Here'—What the 41% Surge in Chinese Tech Exports Means for Investors
Apollo's Torsten Slok warns 'China Shock 2.0 is here': Chinese high-tech exports +41% YoY, semiconductors doubled. Which U.S. sectors face the biggest headwinds.
- 06
VIX Curve Sends a Midterm Warning: What the November 2026 'Bump' Means for Investors
VIX Nov futures hit 19.7 as traders hedge 2026 midterms. History: 80% of midterm years see higher volatility — yet S&P 500 averages +12.4% in the 12 months after the vote.
- 07
Nvidia Reports Tonight; Its Last Filing Shows $18.6 Billion of Private-Stake Buying in One Quarter
Nvidia Q2 FY2027 earnings tonight. Last 10-Q: $18.6B in private-company stakes — 37% of operating cash, balance nearly doubled to $43.4B in 13 weeks.
- 08
Super Micro Surges ~9%: Cisco AI Factory Deal and Taiwan Indictment Ease Two Key Overhangs
SMCI rose ~9% after Cisco added Supermicro to its NVIDIA AI Factory (Oct. launch) and Taiwan prosecutors charged nine individuals — not the company itself.
- 09
Meta's Mid-Trial Settlement Talks: What 29 States' $200B Claim Means for Investors
Meta and state AGs discussed a mid-trial settlement in the Oakland teen addiction trial. States seek $200B and platform redesign. Nevada AG hinted at a major announcement.
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