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%.
Jefferies Cuts Apple to Underperform as All-Glass iPhone Faces Cancellation Risk, Sell Ratings Hit 2012 Level
Jefferies downgrades Apple to Underperform, PT ~USD 264, on possible all-glass iPhone cancellation and 38% BOM inflation. At least 6 sell ratings match a 2012 level.
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.
Sony and TSMC Plan USD 6.4 Billion Image Sensor Joint Venture in Japan, Targeting Physical AI by 2029
Sony Group and TSMC plan a USD 6.3–6.4B joint venture in Kumamoto, Japan, targeting next-gen image sensors for autonomous vehicles and robotics by 2029.
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.
AstraZeneca Explores $400B Bristol-Myers Squibb Mega-Merger: Antitrust, Oncology, and What It Means for Korean CDMOs
Bloomberg and the Financial Times report that AstraZeneca has held preliminary discussions about acquiring Bristol-Myers Squibb in a deal that could create a $400 billion pharmaceutical giant. The combination would face three-jurisdiction antitrust review, while Korean CDMO Samsung Biologics stands as a potential beneficiary of the enlarged pipeline.
Apple CEO John Ternus Takes Over September 1: What the Engineer Era Means for Korean Suppliers
Tim Cook hands Apple's CEO role to hardware engineer John Ternus on September 1. Here is what the leadership shift means for Samsung Display, SK Hynix, and LG Display.
SKHY Below IPO Price — SK Hynix Q2 Preview: Three Questions for Wednesday's ₩64T Earnings Call
SKHY trades at $143, 4% below its $149 IPO. Full Q2 results Wednesday July 29 (consensus OP ₩64.1T, +596% YoY). Three key questions for the conference call.
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 Open-Sources Muse Glimmer: 30B Agentic AI for Consumer GPUs as Zuckerberg Targets OpenAI
Meta open-sourced Muse Glimmer, a 30B agentic AI for consumer GPUs. Leads most Gemma4 and Qwen3 benchmarks. Zuckerberg targets OpenAI in 6,500-word essay. META +1% pre-market.
US Reopens Nvidia China Review: Cloud Loophole Left Open by June BIS Rule
Washington is reviewing offshore cloud access to Nvidia GPUs — a channel the June BIS ownership rule left open. The House-passed cloud bill remains stalled in the Senate.