Visa (V) Q3 FY2026: Value-Added Services Revenue Climbs to $3.8B While FX Revenue Growth Slows to 6%
Visa's core network economics did not deteriorate this quarter — the reported margin did, and for reasons that sit outside the network. Operating margin fell to 59.1% from 60.7%, but the underlying adjusted margin declined only 0.8 points over two years to 66.1%.
- 02
Google Revises EEA Spam Policy to Avert DMA Fine — What GOOGL Investors Need to Know
Google halts manual EEA spam demotions from Aug. 30 to avoid a DMA fine. After €890M in July rulings and $40B max exposure, the probe is a key regulatory risk for GOOGL.
- 03
Autodesk (ADSK) Q2 FY2027: Revenue and EPS Beat, but cRPO Slows to 12% — Stock Drops 5%
Autodesk Q2 FY2027: revenue $2.05B and EPS $3.30 both beat, but ADSK fell 5% AH as cRPO decelerated to 12% and EPS guidance trailed forecasts.
- 04
Allstate (ALL) Q2 2026: EPS Up 61% to $12.51, Underlying Margin Flat
Allstate's headline quarter is genuinely strong, but it is not a margin story. Diluted earnings per share rose 61.2% to $12.51 and the property-liability combin
- 05
Warsh Says Fed Has 'Work to Do' at Jackson Hole — September Rate Hike Odds Surge Past 57%
Warsh's hawkish Jackson Hole debut pushed September rate hike odds from ~35.5% to above 57% (CME FedWatch). July PCE held at 3.7% YoY; 2-year Treasury +6bps to ~4.30%.
- 06
Walmart Ends Federal Opioid Fight After More Than Five Years — DOJ Terms Undisclosed, Stock Edges Higher
Walmart and the DOJ settled the federal opioid lawsuit on Aug. 28, 2026. Terms undisclosed. WMT +0.4%. What the resolution means for investors.
- 07
Synopsys (SNPS) Q3 FY2026: Revenue +42%, Debt Down $3.5B
One year after closing the $34.9 billion Ansys acquisition, Synopsys is finally producing the cash the deal was supposed to deliver. Operating cash flow for the
- 08
Kimberly-Clark $48.7B Kenvue Takeover: EU Deadline Sept. 29 as China SAMR Adds Risk
KMB seeks EU approval for $48.7B Kenvue deal; EC deadline Sept 29. US antitrust cleared; China SAMR in Phase 2. Deal creates $32B revenue company with $2.1B in synergies.
- 09
Nvidia Reportedly in Advanced Talks to Acquire Hugging Face for $12.9 Billion
Nvidia is reportedly in advanced talks to acquire Hugging Face for $12.9B — its largest acquisition to close if completed, valuing the open-weight AI hub at 86x ARR.
- 10
Advent and Stripe Abandon PayPal (PYPL) Bid at $60.50
Advent International and Stripe have abandoned their pursuit of PayPal (NASDAQ: PYPL), Bloomberg reported late Thursday. The awkward part is where the stock already sits: PayPal closed above the $60.50 a share the two bidders declined to raise.
- 11
Ecolab (ECL) Q2 2026: $4.75B CoolIT Bet, Net Income +2%
Ecolab's core business is running well enough to carry the debt it just took on — but the financing bill has already started to show up in earnings. Second-quarter net sales rose 9.7% to $4,415.4 million, yet net income climbed only 2.0% to $534.9 million.
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