
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.

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.

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.

Tokio Marine, Backed by Berkshire's $1.8B NICO Stake, Eyes Suncorp in Potential A$20B-Plus Australian Deal
Tokio Marine, Berkshire's $1.8B NICO-backed partner, is eyeing Australia's Suncorp Group (~A$20B) — the first real test of the Berkshire–Tokio Marine joint M&A alliance.

Lambda's $3 Billion Pre-IPO Round at $12 Billion Valuation Arrives 48 Hours Before Nvidia's $91B Test
Lambda AI cloud is raising $3B at $12B+ valuation — nearly 5× its Feb 2025 Series D — 48 hours before Nvidia reports Q2 FY2027 earnings. Key watch points inside.

NVIDIA in Talks to Invest in Perplexity at $30 Billion-Plus Valuation as AI Startup's Revenue Triples
NVIDIA reportedly in talks to invest in Perplexity at USD 30B+ valuation, per The Information. Perplexity's ARR tripled to USD 750M in seven months. NVDA earnings August 26.

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.

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.

Apple China Memory Report Sends SanDisk Down 9%, Micron Down 7% — Analysts Say the Gap Remains Wide
Reports the Trump admin may let Apple source Chinese memory for China-market devices sent SanDisk down ~9% and Micron down 7% on August 24.

Apple Shuts Vision Pro Gaming Team, Cuts 200+ Jobs Eight Days Before John Ternus Becomes CEO
Apple laid off 200+ employees before the Sept. 1 CEO handoff to John Ternus, shutting Vision Pro's gaming team and restructuring Siri in a pivot to AI smart glasses.

Exxon, LyondellBasell, Apollo and Kuwait Petroleum Circle Shell's $8B U.S. Chemicals
Shell's $8B U.S. chemicals unit drew bids from Exxon, LyondellBasell, Apollo, and Kuwait Petroleum — four plants at below-replacement cost in a distressed chemicals sector.

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.