VIX Curve Sends a Midterm Warning: What the November 2026 'Bump' Means for Investors
VIX Nov futures hit 19.7 as traders hedge 2026 midterms. History: 80% of midterm years see higher volatility — yet S&P 500 averages +12.4% in the 12 months after the vote.
NVIDIA in Talks to Invest in Perplexity at $30 Billion-Plus Valuation as AI Startup's Revenue Triples
NVIDIA reportedly in talks to invest in Perplexity at USD 30B+ valuation, per The Information. Perplexity's ARR tripled to USD 750M in seven months. NVDA earnings August 26.
Phillip Securities Cuts Airbnb to Reduce. The Stock Has Set Two 52-Week Highs Since.
Phillip Securities cut Airbnb to Reduce citing a 30.9x forward P/E above its historical reference. Two 52-week highs set since. Wedbush and Susquehanna target $200.
Nvidia's Rebellions Approach Costs Under Three Days of Revenue. Seoul Is the Harder Part.
Nvidia opened talks with Korean AI chip designer Rebellions. The deal would cost under three days of NVDA revenue. The real obstacle: Seoul's regulatory approval.
HPE (NYSE: HPE)-Juniper Settlement Approved; Unit Bid $15M
A federal judge approved the U.S. Justice Department's antitrust settlement over Hewlett Packard Enterprise's (NYSE: HPE) $14 billion purchase of Juniper Networ
Bristol Myers Squibb to Build $2.3B Drug Manufacturing Campus in Houston, Targeting ADCs and Biologics
BMS commits USD 2.3B to a 600K sq-ft campus at Generation Park Houston, producing small molecules, biologics and ADCs. Part of a USD 40B five-year U.S. investment pledge.
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.
Tesla Autopilot Is Back in the Headlines. NHTSA Has Been Investigating 3.2M FSD Vehicles Since March 2026.
49ers coach Shanahan's Autopilot crash revives NHTSA's 3.2M-vehicle FSD investigation. Tesla FSD has 1.48M subscribers and ~$1.8B in potential run-rate ARR.
Berkshire Hathaway Q2 2026: Greg Abel Ends 14-Quarter Selling Streak With USD 10B Alphabet Bet
Berkshire Q2 net income doubled to USD 25.7B; CEO Greg Abel ended 14 quarters of net selling with USD 19.8B in net equity purchases, including a USD 10B Alphabet stake.
Take-Two Interactive (TTWO) Q1 FY2027: Revenue Beats by 12.7%, CEO Calls GTA VI Preorders 'Unprecedented'
Take-Two (TTWO) Q1 FY2027 revenue USD 1.533B beat by 12.7%. CEO: GTA VI preorders 'unprecedented,' topping internal forecasts. FY2027 guidance USD 8.0–8.2B reaffirmed.
Wendy's (WEN) Halves Dividend, Pulls 2026 Guidance as U.S. Same-Store Sales Tumble 7%
Wendy's Q2 2026: U.S. same-store sales -7% vs -4.7% est. Dividend halved to $0.28/yr. 2026 guidance withdrawn. CEO Wright signals full-scale turnaround.
Datadog (DDOG) Falls 17% After Q2 Beat: Largest AI Client to Cut Platform Usage in H2 2026
Datadog (DDOG) beat Q2 estimates and raised FY2026 guidance, yet fell ~17% after its largest AI client disclosed plans to cut platform usage in H2 2026.