Apple Cuts EU App Store Commission to 26%, Scraps Per-Install Fee to Settle Digital Markets Act Dispute
Apple cut EU App Store commissions to 26% and scrapped its per-install fee, settling its Digital Markets Act dispute with the EU. New terms effective Oct. 1, 2026.
Trian Circles Wendy's Again: What a Take-Private Bid Means for WEN Shareholders
Trian Fund (16% stake) prepares a take-private bid for Wendy's with BlueFive Capital and Flynn Group. The $4.1B debt load and 7.33x leverage make the LBO math complex.
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.
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.
Skyworks (SWKS) Q3 FY2026: Dividend Cut, USD 2B Buyback as Qorvo Merger Hits Final China Review
Skyworks Q3 FY2026 revenue beat guidance at USD 934.8M; dividend eliminated for a USD 2B buyback as Qorvo merger enters China SAMR final review stage.
Lam Research Breaks Ground on $620M Oregon Lab, Wagering $3 Billion on the AI Equipment Cycle
Lam Research broke ground on a $620M Oregon R&D lab Aug. 26. Record Q4 FY2026 revenue $6.72B and 52% gross margin contrast with LRCX ~27% off its June peak.
Apple Launches Mac Mini M6 and Mac Studio M5 Ultra: First 2nm Chip, $899 Entry, 512 GB Memory Ceiling
Apple unveils Mac Mini M6 (first 2nm chip, $899) and Mac Studio M5 Ultra (512 GB memory), shipping Sept 22. AAPL -0.34%; Mac is 9.5% of quarterly revenue.
Waymo Picks Munich as Its First EU Robotaxi City, Targeting Commercial Rides by Late 2027
Waymo (GOOGL) picks Munich as its first EU robotaxi market. The $126B Alphabet unit targets commercial rides in Germany by late 2027, operating 500,000+ paid trips weekly.
Booz Allen Hamilton Closes $720M Ultra I&C Acquisition, Adding Encryption and Edge Compute
Booz Allen Hamilton closed its $720M acquisition of Ultra I&C Mission Solutions on Aug 24, adding encryption, edge compute, and C2 software to its defense tech division.
Dominion's Merger Spread Has Narrowed to 3% — and Two-Thirds of That Was NextEra Falling
Dominion-NextEra spread compressed to 3% as NEE fell more than D rose. TD Cowen upgraded D to Buy. Governor Spanberger intervened in VA SCC review. Vote: Sep 3.
AWS Grows 37% as Amazon Posts Record Q2 Revenue — Trailing Capex Pushes Free Cash Flow $7.6B Into the Red
Amazon Q2 2026: record Q2 $200.6B revenue (+20%), AWS +37%. TTM free cash flow fell to -$7.6B as total capex hit $173B (+64%). Key metrics for AMZN investors.
T. Rowe Price Is Buying a Bond-ETF Business Bigger Than the One It Built
T. Rowe Price (TROW) to acquire F/m Investments ($19B AUM, 20 bond ETFs). No price disclosed; no 8-K filed. Gives TROW fixed-income ETF scale. Close early 2027.