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.
Serve Robotics (SERV) Enters D.C. and San Jose, Signs Grubhub After Uber Exits Stake
Serve Robotics (SERV) files 8-K announcing DoorDash expansion to D.C. and San Jose and a new Grubhub deal, days after Uber sold its entire stake. SERV +7% premarket.
Nvidia Commits Up to $105 Billion to Finance OpenAI's Ohio AI Campus, Invests $1.5B Directly in SB Energy
Nvidia commits up to $105B in financial backing for OpenAI's Ohio AI campus and invests $1.5B in developer SB Energy, down from July's reported $250B ceiling.
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.
Union Pacific (UNP) Fuel Surcharge Exceeds Diesel by $91M
Union Pacific (NYSE: UNP) collected about $91.1 million more in fuel surcharges than it spent on diesel last quarter. Across the first half of the year, it was the only large U.S. railroad to show a net surplus on that same measure, according to Surface Transportation Board filings.
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.
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.
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.
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.
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.