Alphabet Tops SpaceX Institutional Holders at $94B — But $80 Billion Stays Locked Until Late 2026
A Reuters analysis finds Alphabet is SpaceX's largest institutional holder at $94.1B — but $80B is locked until ~Dec 9, 2026, with $14.1B frozen through Q3 2027.
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.
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.
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.
Moderna mFLUSIVA FDA Approved: First mRNA Flu Vaccine Clears U.S. Regulators for Adults 50+
FDA approves mFLUSIVA — first U.S. mRNA flu vaccine. Full approval adults 50-64; accelerated 65+. MRNA +4.3% after-hours. ACIP block limits private-insurer coverage for 50-64.
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.
Apple Launches Mac Mini M6 and Mac Studio M5 Ultra: First 2nm Chip, $899 Entry, 512 GB Memory Ceiling
Apple unveils Mac Mini M6 (first 2nm chip, $899) and Mac Studio M5 Ultra (512 GB memory), shipping Sept 22. AAPL -0.34%; Mac is 9.5% of quarterly revenue.
DHS Proposes $103,265 Cap-Subject H-1B Fee: What Tech Investors Need to Know
DHS proposed $103,265 per cap-subject H-1B petition today — petition stack rises to $106,645 (~31.6x). Extensions exempt. Industry total up to $8.78B/yr.
Exxon, LyondellBasell, Apollo and Kuwait Petroleum Circle Shell's $8B U.S. Chemicals
Shell's $8B U.S. chemicals unit drew bids from Exxon, LyondellBasell, Apollo, and Kuwait Petroleum — four plants at below-replacement cost in a distressed chemicals sector.
SEC Charges Former BofA Banker and Friend in South Jersey Industries Insider Trading Scheme
SEC charged ex-BofA energy banker Jason Satsky and Gavin Wolfe with insider trading in South Jersey Industries; Wolfe allegedly netted $18.5M ahead of the company's $8.1 billi
A Tariff Refund Supplies More Than Half of Ross Stores' 2026 Guidance Raise
Ross Stores raised full-year EPS guidance by $1.07 at the midpoint, but $0.60 — 56% of the raise — came from customs refunds, not better retailing.