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.
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.
Justice Kagan Pauses Apple App Store Fee Proceedings — Contempt Case Heads to October Supreme Court Term
Justice Kagan paused App Store link-out fee proceedings for 24 hours on Aug. 12. Apple's contempt fight heads to the Supreme Court's October 2026 term.
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.
Apple Seeks Injunction to Block OpenAI From Using Alleged Trade Secrets as Silicon Valley AI Talent War Turns Legal
Apple seeks a court injunction to block OpenAI from using trade secrets stolen by three ex-Apple engineers now at OpenAI. OpenAI fires back publicly.
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.
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.
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.
Google Pixel 11 Launches at $899 With Tensor G6 and Gemini AI: What GOOGL Investors Need to Know
Google launched Pixel 11 at $899 (+$100 vs 2025) with Tensor G6 and agentic Gemini AI. GOOGL slipped 0.57% on launch day. What the numbers mean for investors.
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.
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.