TD Cowen Upgrades Dominion Energy to Buy at $80, Gives 70% Odds on NextEra Merger Closing
TD Cowen upgrades Dominion Energy from Hold to Buy with an $80 price target, assigning 70% odds the NextEra merger closes. Shareholder vote is September 3, 2026.
Kalshi Puts Paramount's Warner Bros. Deal at 74%. WBD's Stock Prices the Other 26% at About $15.59
Prediction-market traders put a 22% chance on Paramount Skydance's Warner Bros. Discovery takeover failing, with WBD's market price implying a $15.59 break.
Nvidia Commits Up to $105 Billion to Finance OpenAI's Ohio AI Campus, Invests $1.5B Directly in SB Energy
Nvidia commits up to $105B in financial backing for OpenAI's Ohio AI campus and invests $1.5B in developer SB Energy, down from July's reported $250B ceiling.
Salesforce (CRM) Q2 FY2027 Earnings Preview: Agentforce Billing Faces Its First Real Test on August 26
Salesforce Q2 FY2027 reports Aug. 26 after close. Consensus: $11.3B revenue, $3.27 EPS. CRM −35% YTD. Watch: Agentforce billing proof, margin hold, guidance raise.
Charter Closes $34.5B Cox Deal: A New U.S. Cable Giant Emerges With 37M Customers
Charter closed its $34.5B Cox deal on Aug. 20, creating a 37M-customer cable operator in 45 states that will adopt the Cox Communications name within one year.
Home Depot Q2 FY2026 Earnings: Revenue Rises 5.7% to $47.9B, Best Comparable Sales Since 2022
Home Depot Q2 FY2026: $47.9B revenue (+5.7%), comp sales +1.7% — best since Q3 2022. Adj. EPS $4.92 beats $4.73 est. FY2026 guidance reaffirmed amid tariff uncertainty.
Walmart (WMT) Q2 FY2027 Earnings Preview: Three Watch Points for the August 20 Report
Walmart Q2 FY2027 earnings on Aug 20. EPS $0.74 (+8.8% YoY), rev $186.9B. Watch: tariff refund reinvestment, H2 guidance update, and consumer health by income cohort.
Cisco Q4 FY2026: Record $17.3B Revenue, Shares Slide 7% on Gross Margin Compression
Cisco Q4 FY2026 revenue hit a record $17.3B, beating estimates, but shares fell ~7% on gross margin compression. FY2027 AI infrastructure revenue target: $7.5B.
Iger and Kushner Agree to Buy LA Lakers at Record $12.5 Billion as NBA Franchise Values Hit New Heights
Bob Iger and Joshua Kushner have agreed to acquire Mark Walter's LA Lakers stake at a record $12.5B valuation—25% above the prior $10B transaction 14 months ago.
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.
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.
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.