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 Foldable iPhone Debuts Sept. 9, 17 Days to Year-End
Apple (NASDAQ: AAPL) will introduce its first foldable iPhone on Sept. 9. The company's fiscal year ends 17 days later, leaving what Bloomberg calls Apple's big
WBD's Implied Break Price Rises $7 as Buyers Circle Warner
Wall Street has stopped treating a collapsed Paramount–Warner deal as a catastrophe. Rerun the arithmetic LineVest published nine days ago and the price traders
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.
Meta (META): $12.1B Floor, $17.1B Ceiling — Rivals Hold Key
Meta Platforms (NASDAQ: META) settled a child-safety case brought by state attorneys general on Wednesday, Aug. 26, and the headlines put the price near $17 billion.
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.
Apollo Economist: 'China Shock 2.0 Is Here'—What the 41% Surge in Chinese Tech Exports Means for Investors
Apollo's Torsten Slok warns 'China Shock 2.0 is here': Chinese high-tech exports +41% YoY, semiconductors doubled. Which U.S. sectors face the biggest headwinds.
VIX Curve Sends a Midterm Warning: What the November 2026 'Bump' Means for Investors
VIX Nov futures hit 19.7 as traders hedge 2026 midterms. History: 80% of midterm years see higher volatility — yet S&P 500 averages +12.4% in the 12 months after the vote.
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.
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.
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.
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.