Jackson Hole 2026: Fed Chair Warsh's First Keynote August 28 — Three Scenarios for the September Rate Decision
Fed Chair Warsh gives his first Jackson Hole keynote Aug 28, 19 days before September FOMC. With core PCE ~3.2% and July payrolls -23K, here are three rate-decision scenarios.
NVIDIA (NVDA) August 26 Earnings: $91B Revenue Target, 75% Gross Margin, and Blackwell Ultra Outlook
NVIDIA reports Q2 FY2027 on Aug. 26. Revenue guidance $91B; consensus $91.85B. Watch: revenue beat magnitude, gross margin at 75%, and Q3 guidance on Blackwell Ultra.
Anthropic Eyes Record IPO to Rival SpaceX's $86 Billion Raise: What US Investors Need to Know
Anthropic preps for Nasdaq IPO matching SpaceX's $86.2B record (base $75B). Q2 2026 revenue $11.5B, 14.6x year-ago. S-1 due late August. Impact on AMZN, GOOG, AVGO.
Nvidia Reportedly in Advanced Talks to Acquire Hugging Face for $12.9 Billion
Nvidia is reportedly in advanced talks to acquire Hugging Face for $12.9B — its largest acquisition to close if completed, valuing the open-weight AI hub at 86x ARR.
Warsh Says Fed Has 'Work to Do' at Jackson Hole — September Rate Hike Odds Surge Past 57%
Warsh's hawkish Jackson Hole debut pushed September rate hike odds from ~35.5% to above 57% (CME FedWatch). July PCE held at 3.7% YoY; 2-year Treasury +6bps to ~4.30%.
NVIDIA Q2 FY2027 Earnings: Revenue Surges 106% to $96.2 Billion, Q3 Guided at $108 Billion
NVIDIA Q2 FY2027 results: revenue $96.2B (+106% YoY), non-GAAP EPS $2.22 — both beating consensus. Data Center hit $89B. Q3 guidance of $108B tops the $104B Street estimate.
Nvidia Reports Tonight; Its Last Filing Shows $18.6 Billion of Private-Stake Buying in One Quarter
Nvidia Q2 FY2027 earnings tonight. Last 10-Q: $18.6B in private-company stakes — 37% of operating cash, balance nearly doubled to $43.4B in 13 weeks.
Groq Raises $350M at $3.5B Valuation as Nvidia Backs Former Rival Turned Neocloud
Groq raised $350M at $3.5B—down 49% from peak—after Nvidia's $20B IP deal. Now pivoting to neocloud, Groq has raised ~$1B in 2026 and targets 200+ MW capacity by end-2027.
Apple Spent $877 Billion Buying Back Its Own Stock Under Tim Cook. Each Dollar Now Goes Less Far.
Apple spent $877B on buybacks under Tim Cook, cutting diluted shares 43%. Q3 FY2026 returned $29.8B. At ~$235/share, $10B retires 0.29% vs ~2.4% in 2012–14.
Google Targets Anthropic and OpenAI in $3.7B Legal AI Market With Gemini Enterprise for Legal
Gemini Enterprise for Legal targets law firms via Thomson Reuters, Harvey AI and LexisNexis. Google Cloud hit $24.77B (+82% YoY) in Q2. What Alphabet investors should watch.
Meta's Mid-Trial Settlement Talks: What 29 States' $200B Claim Means for Investors
Meta and state AGs discussed a mid-trial settlement in the Oakland teen addiction trial. States seek $200B and platform redesign. Nevada AG hinted at a major announcement.
Accenture Acquires Dutch SAP Partner McCoy, Adding 380+ Specialists to Mid-Market Unit Accenture Edge
Accenture buys Dutch SAP Gold Partner McCoy (380+ pros) for Accenture Edge mid-market unit. Price undisclosed; part of ACN's $9B FY2026 acquisition budget.