Groq Raises $350M at $3.5B Valuation as Nvidia Backs Former Rival Turned Neocloud
Groq raised $350M at $3.5B—down 49% from peak—after Nvidia's $20B IP deal. Now pivoting to neocloud, Groq has raised ~$1B in 2026 and targets 200+ MW capacity by end-2027.
Super Micro Computer (SMCI) Q4 FY2026: Margin Soars to 17.6%, FY2027 Guidance of $65B–$72B Tops All Forecasts
Super Micro's Q4 FY2026 non-GAAP gross margin soared to 17.6% vs 8.4% guidance, while FY2027 revenue guidance of $65B–$72B dwarfs the $54.4B Bloomberg consensus.
Cisco Q4 FY2026: Record $17.3B Revenue, Shares Slide 7% on Gross Margin Compression
Cisco Q4 FY2026 revenue hit a record $17.3B, beating estimates, but shares fell ~7% on gross margin compression. FY2027 AI infrastructure revenue target: $7.5B.
NVIDIA Recruits Six Wall Street Giants for $500 Billion AI Compute Financing Push
NVIDIA signed MOUs with six Wall Street giants to mobilize over $500B for AI infrastructure, treating GPU compute as investable collateral — subject to final agreements.
Iger and Kushner Agree to Buy LA Lakers at Record $12.5 Billion as NBA Franchise Values Hit New Heights
Bob Iger and Joshua Kushner have agreed to acquire Mark Walter's LA Lakers stake at a record $12.5B valuation—25% above the prior $10B transaction 14 months ago.
Meta Forced to Unwind $2 Billion Manus AI Deal as China's NDRC Orders Reversal
China forced Meta to unwind its $2B Manus AI acquisition. Manus returns as independent company August 2026. What Beijing's intervention means for META stock and AI M&A risk.
Meta (META): 756,000 Australian Teen Removals, Rate Slowing
Meta Platforms (NASDAQ: META) said Thursday it has deactivated 756,000 Australian accounts through June 2026 it believes belonged to children under the country's minimum age for social media.
Goldman Sachs Agrees to Acquire ETF Provider NEOS Investments for Up to $2.25 Billion
Goldman Sachs agreed to acquire NEOS Investments for up to $2.25B, adding $30B in options-income ETFs and targeting 8th-largest active ETF manager status.
Chipotle's 'Guac Signal' Outpaced the FDA on Jalapeño Recall — CMG Shares Down 15% From Post-Q2 High
Chipotle's 'Guac Signal' traced tainted jalapeños before the company-level recall; CMG is down 15% from post-Q2 highs as 345 CDC-confirmed illnesses span 27 states.
Teledyne to Acquire Varex Imaging for $1.1 Billion in All-Cash Deal, 52% Premium
Teledyne Technologies offers $18.90 per share in cash for Varex Imaging—a 52.3% premium over Friday's close—to expand its medical and industrial X-ray imaging capabilities.
ICE Kicks Off $3.5B Bond Sale to Fund $6B MarketAxess Acquisition
ICE launched a $3.5B bond sale Aug 11 to fund its $6B MarketAxess deal, creating a ~23% fixed-income market share platform — nearly matching Tradeweb at ~24%.
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.