Home Depot Received a $730 Million Tariff Refund; Without Q2's $685M Credit, Gross Margin Fell
Home Depot's Q2 gross margin was 33.7% — but $685M of a $730M tariff refund credited to COGS. Strip it out and margin falls to 32.2%, below the prior-year 33.4%.
Apple Cuts EU App Store Commission to 26%, Scraps Per-Install Fee to Settle Digital Markets Act Dispute
Apple cut EU App Store commissions to 26% and scrapped its per-install fee, settling its Digital Markets Act dispute with the EU. New terms effective Oct. 1, 2026.
United Launch Alliance Triples Bond Sale to $1.5B After Vulcan Grounding Squeezes LMT-BA JV Cash
United Launch Alliance tripled its bond sale to $1.5B as Vulcan stays grounded. SpaceX wins DoD launches. Key implications for LMT and BA investors.
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.
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.
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.
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.
Lambda's $3 Billion Pre-IPO Round at $12 Billion Valuation Arrives 48 Hours Before Nvidia's $91B Test
Lambda AI cloud is raising $3B at $12B+ valuation — nearly 5× its Feb 2025 Series D — 48 hours before Nvidia reports Q2 FY2027 earnings. Key watch points inside.
Apple Shuts Vision Pro Gaming Team, Cuts 200+ Jobs Eight Days Before John Ternus Becomes CEO
Apple laid off 200+ employees before the Sept. 1 CEO handoff to John Ternus, shutting Vision Pro's gaming team and restructuring Siri in a pivot to AI smart glasses.
AWS Grows 37% as Amazon Posts Record Q2 Revenue — Trailing Capex Pushes Free Cash Flow $7.6B Into the Red
Amazon Q2 2026: record Q2 $200.6B revenue (+20%), AWS +37%. TTM free cash flow fell to -$7.6B as total capex hit $173B (+64%). Key metrics for AMZN investors.
AI Slows Wage Growth, Not Jobs: Apollo Study Finds 6.7pp Real Pay Gap and USD 28B Annual Shortfall
Apollo July 2026: AI-exposed jobs trailed peers 6.7pp in real wage growth since 2023, no significant employment decline. 5.8M workers missed ~USD 28B annually.