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.
NVIDIA (NVDA) August 26 Earnings: $91B Revenue Target, 75% Gross Margin, and Blackwell Ultra Outlook
NVIDIA reports Q2 FY2027 on Aug. 26. Revenue guidance $91B; consensus $91.85B. Watch: revenue beat magnitude, gross margin at 75%, and Q3 guidance on Blackwell Ultra.
Walmart (WMT) Q2 FY2027 Earnings Preview: Three Watch Points for the August 20 Report
Walmart Q2 FY2027 earnings on Aug 20. EPS $0.74 (+8.8% YoY), rev $186.9B. Watch: tariff refund reinvestment, H2 guidance update, and consumer health by income cohort.
Trian Circles Wendy's Again: What a Take-Private Bid Means for WEN Shareholders
Trian Fund (16% stake) prepares a take-private bid for Wendy's with BlueFive Capital and Flynn Group. The $4.1B debt load and 7.33x leverage make the LBO math complex.
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.
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.
J&J Ottava FDA Authorization Gives da Vinci Its Second U.S. Rival — Can ISRG's Moat Hold?
J&J Ottava received FDA de novo authorization July 22, 2026, da Vinci's second U.S. rival after Medtronic Hugo. ISRG Q2 +18.4% revenue, 11,710 systems, stock -35% YTD.
Skyworks (SWKS) Q3 FY2026: Dividend Cut, USD 2B Buyback as Qorvo Merger Hits Final China Review
Skyworks Q3 FY2026 revenue beat guidance at USD 934.8M; dividend eliminated for a USD 2B buyback as Qorvo merger enters China SAMR final review stage.
ConocoPhillips (COP) Q2 2026: Profit Nearly Doubles to USD 3.9B as CEO Lance Retires
COP Q2 adj. EPS USD 3.24 beat est. by 9.5%; net income +95% to USD 3.9B on record Permian output. CEO Lance retires Sept. 1; CFO O'Brien succeeds.
Uber Q2 2026 Earnings: Record $58B Bookings, But Q3 Guidance Miss Sends Stock -6%
Uber Q2 2026: gross bookings beat at USD 58B (+24%), EBITDA USD 2.82B (+33%), but Q3 guidance midpoint missed, sending shares -6%. CEO pledges USD 10B+ in robotaxi.
Pfizer (PFE) Q2 2026: Non-COVID Portfolio Beats Estimates as Paxlovid Collapses 95%
Pfizer Q2 2026: adj. EPS $0.77 beat $0.68 est. (+13.2%); revenue $15.0B topped consensus. Eliquis +19%, Padcev +23%. FY2026 revenue guidance raised to $60.5–$62.5B.
McDonald's (MCD) Q2 2026: Adj. EPS Beats, U.S. Traffic Slips — Loyalty Hits $40B
MCD Q2 2026: Adj. EPS $3.38 beats consensus. Revenue $7.1B broadly in line. U.S. comps +0.8% on falling traffic. Loyalty $40B milestone. New U.S. president named.