China Orders Tesla's Largest-Ever Recall: 2.98M Vehicles Over Door Handle and Driver-Monitoring Defects
SAMR recalled ~2.98M Tesla vehicles over door handle and monitoring defects — Tesla's largest-ever recall. China's 2027 standard requires mechanical backup door releases.
Salesforce Q2 FY2027: Agentforce AWUs +97% QoQ, Claudeforce Announced With Anthropic
Salesforce Q2 FY2027: revenue $11.35B (+11%), Agentforce AWUs +97% QoQ to 3.2B. Claudeforce announced with Anthropic. FY2027 guidance raised to $46.1-$46.4B. CRM +13-14% AH.
Super Micro Surges ~9%: Cisco AI Factory Deal and Taiwan Indictment Ease Two Key Overhangs
SMCI rose ~9% after Cisco added Supermicro to its NVIDIA AI Factory (Oct. launch) and Taiwan prosecutors charged nine individuals — not the company itself.
Seven Years After Anadarko: Occidental (OXY) Cuts Debt 70% to $11.8B, Posts $3B Free Cash Flow Quarter
OXY posts adj. EPS $2.40 (+823% YoY) and $3B FCF in Q2 2026 as principal debt falls 70% from a ~$40B Anadarko-era peak to $11.8B, lowest since mid-2019.
Goldman Sachs Agrees to Acquire ETF Provider NEOS Investments for Up to $2.25 Billion
Goldman Sachs agreed to acquire NEOS Investments for up to $2.25B, adding $30B in options-income ETFs and targeting 8th-largest active ETF manager status.
China Orders Tesla's Largest-Ever Recall: 2.98 Million Vehicles in Coordinated 11-Automaker Action
China's SAMR issued two Tesla recalls Aug 21: 2,975,910 for door escape safety and 2,740,642 for driver monitoring — remedied by labels plus OTA, effective Sep 25, 2026.
Super Micro Probe Clears Management — and Skips the Filing That Preceded Its 2018 Delisting
Super Micro board found no evidence management knew of $2.5B Nvidia server diversions to China — no restatement needed. Co-founder's trial moves to March 2027.
Serve Robotics (SERV) Enters D.C. and San Jose, Signs Grubhub After Uber Exits Stake
Serve Robotics (SERV) files 8-K announcing DoorDash expansion to D.C. and San Jose and a new Grubhub deal, days after Uber sold its entire stake. SERV +7% premarket.
GM (NYSE: GM)–Unifor Deal: 4,600 Ontario Workers; Three Carried-Over Plants Down About 740
Unifor reached tentative agreements with General Motors (NYSE: GM) on Saturday covering more than 4,600 workers in Ontario. That is a bigger number than the union's last GM contract carried — but only because an idled fourth plant was folded into the master agreement this time.
Marvell's Google Warrant: $12.2B to Exercise, $120B in Revenue to Fully Vest
Marvell issued Google a warrant costing $12.2B to exercise; 97.7% vests incrementally as Marvell books $120B of custom-chip revenue from Google.
Walmart Q2 FY2027: Tariff Refund Bolsters Margins; U.S. Comp Miss and Muted Q3 Outlook Weigh on WMT
Walmart Q2 FY2027: adj EPS $0.81 beat $0.74 est on $2.9B tariff refunds. U.S. comp +2.6% missed. Q3 OI guide 2-4% CC; refunds reinvested into prices. WMT fell ~3% intraday.
Copart Bids for CCC Intelligent Solutions as Elliott Triggers $4B Auto-Software Contest
Copart joins PE rivals GTCR and Veritas in bidding for CCC Intelligent Solutions after Elliott's July stake triggered a sale. CCC shares surged 6.7%.