Super Micro Computer (SMCI) Q4 FY2026: Margin Soars to 17.6%, FY2027 Guidance of $65B–$72B Tops All Forecasts
Super Micro's Q4 FY2026 non-GAAP gross margin soared to 17.6% vs 8.4% guidance, while FY2027 revenue guidance of $65B–$72B dwarfs the $54.4B Bloomberg consensus.
Chipotle's 'Guac Signal' Outpaced the FDA on Jalapeño Recall — CMG Shares Down 15% From Post-Q2 High
Chipotle's 'Guac Signal' traced tainted jalapeños before the company-level recall; CMG is down 15% from post-Q2 highs as 345 CDC-confirmed illnesses span 27 states.
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.
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.
NextEra Energy Files Dominion H1 2026 Financials With SEC as $66.8B Merger Heads to September 3 Vote
NextEra Energy filed Dominion H1 2026 financials in an 8-K before Sept. 3 votes on the $66.8B deal. Dominion Q2: $4.48B revenue, $0.79 EPS, 6th straight beat; ~10% arb spread.
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%.
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.
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.
Honeywell Aerospace (HONA) Q2 2026 Earnings Miss: Casting Shortage Caps Engine Growth, Stock Falls 23%
HONA Q2 EPS missed 12% ($1.87 vs $2.13); guidance cut on casting shortage. Stock -23% on Aug 6 to $157, ~$163 by Aug 11. Analyst avg target $253 implies 55% upside.
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.
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.