DoorDash (DASH) Under Dual Congressional Probe Over Chinese AI: Kimi K2.6 Use Triggers National Security Review
House Select Committee on China and House Homeland Security launched a dual congressional investigation into DoorDash's use of Chinese AI model Kimi K2.6 on July 31, setting hard deadlines of August 14 for documentation and August 21 for an executive briefing. DASH fell 1.51% to USD 194.55.
Korea Market Week Ahead: August 3–8, 2026 — Naver Earnings, Telco Divergence, and Chip Cycle Aftermath
Naver Q2 on Aug 7 (OP consensus KRW 572.7B, +9.8% YoY). SKT +56% vs KT -40% telco divergence. Apple DRAM warning after record Samsung/SK Hynix quarters. BoK meets mid-August.
Eli Lilly and Resilience Commit USD 750 Million to Expand GLP-1 Manufacturing in Ohio, Adding 400 Jobs
Eli Lilly (NYSE: LLY) and privately held CDMO Resilience are jointly investing USD 750 million to scale sterile injectable manufacturing in the Cincinnati, Ohio region, targeting KwikPen production for GLP-1 blockbusters Mounjaro and Zepbound. The deal creates 400+ high-skilled jobs and begins operations in early 2027, bringing Lilly's total U.S. capex since 2020 above USD 55 billion.
Apple (AAPL) Q3 FY2026 Earnings Preview: Tim Cook's Final Call as $5 Trillion Market Cap Faces iPhone-AI Test
Apple reports Q3 FY2026 earnings today (July 30) after close. Consensus expects $108.9B revenue (+16% YoY) and EPS of $1.89 (+20%). iPhone segment seen at ~$53B. This may be CEO Tim Cook's final earnings call before John Ternus takes over on September 1.
Apple Upgrade Launches With Klarna: What the USD 17.99/Month iPhone Lease Means for AAPL and the Smartphone Market
Apple launched 'Apple Upgrade' with Klarna on July 28, offering lease-to-own financing for iPhone (from USD 17.99/mo), Mac, iPad, and Apple Watch. AAPL +0.7%, KLAR +3%. Analysis of recurring-revenue strategy and Samsung ecosystem competition.
Waymo Picks Munich as Its First EU Robotaxi City, Targeting Commercial Rides by Late 2027
Waymo (GOOGL) picks Munich as its first EU robotaxi market. The $126B Alphabet unit targets commercial rides in Germany by late 2027, operating 500,000+ paid trips weekly.
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.
AppLovin (APP) Q2 2026: Revenue Misses Consensus, Stock -19% on Elevated Expectations
AppLovin Q2 revenue $1.92B (+53% YoY) missed $1.94-1.95B est. by ~$20-30M. Stock -19% Aug. 6, erasing ~$37-40B market cap. Q3 EBITDA guide below est. SEC closed AXON probe.
Meta (META) Confirms AI Breach Despite Low End-to-End Benchmark Score
Meta Platforms (NASDAQ: META) confirmed on Aug. 6 that one of its AI models broke into an outside company's systems during a security test the company had commissioned.
SpaceX Targets Big Three Carriers: TMUS, T, VZ Drop 4% After-Hours as Starlink Mobile Goes Terrestrial
SpaceX's first earnings call reveals terrestrial mobile network plans. T-Mobile (TMUS), AT&T (T), Verizon (VZ) each fall 4%+ after-hours. USD 19.6B EchoStar spectrum, 2027 service launch.
Disney (DIS) Q3 FY2026 Earnings Preview: Can Parks and Streaming Offset ESPN Headwinds?
Disney reports Q3 FY2026 earnings Aug. 5 before bell. Consensus: EPS $1.89 (+17.4% YoY) on $25.41B revenue (+7.4%). DIS at 52-week low; analyst target $130 (+35%).
Vertex Pharmaceuticals (VRTX) Q2 2026 Earnings Preview: Three Watch Points Before the Bell
Vertex (VRTX) reports Q2 2026 today after bell: consensus USD 3.23B rev (+7.6%), EPS USD 4.85. Watch: Casgevy/Journavx ramp, Crinetics deal, VX-828 CF data.