Netflix (NFLX) Up 25% From 2026 Lows: $400M Radford Studio Deal and Aggregation Pivot Drive Recovery
Netflix stock rebounds 25% from July lows as the $400M Radford Studio deal nears Q3 close. NFLX's post-WBD pivot explained — and what it means for investors.
Philip Morris and Altria Revive Manufacturing Ties — What the Duty Drawback Deal Means for PM and MO
PMI and Altria signed a cigarette manufacturing pact (Aug. 23–24, 2026). MO surged ~3.8%, PM +2.60%. The deal taps a duty drawback worth potentially $12B industry-wide.
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.
Salesforce Q2 FY2027: Agentforce AWUs +97% QoQ, Claudeforce Announced With Anthropic
Salesforce Q2 FY2027: revenue $11.35B (+11%), Agentforce AWUs +97% QoQ to 3.2B. Claudeforce announced with Anthropic. FY2027 guidance raised to $46.1-$46.4B. CRM +13-14% AH.
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.
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.
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.
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.
DHS Proposes $103,265 Cap-Subject H-1B Fee: What Tech Investors Need to Know
DHS proposed $103,265 per cap-subject H-1B petition today — petition stack rises to $106,645 (~31.6x). Extensions exempt. Industry total up to $8.78B/yr.
Jackson Hole 2026: Fed Chair Warsh's First Keynote August 28 — Three Scenarios for the September Rate Decision
Fed Chair Warsh gives his first Jackson Hole keynote Aug 28, 19 days before September FOMC. With core PCE ~3.2% and July payrolls -23K, here are three rate-decision scenarios.
Salesforce (CRM) Q2 FY2027 Earnings Preview: Agentforce Billing Faces Its First Real Test on August 26
Salesforce Q2 FY2027 reports Aug. 26 after close. Consensus: $11.3B revenue, $3.27 EPS. CRM −35% YTD. Watch: Agentforce billing proof, margin hold, guidance raise.
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.