Nvidia's Rebellions Approach Costs Under Three Days of Revenue. Seoul Is the Harder Part.
Nvidia opened talks with Korean AI chip designer Rebellions. The deal would cost under three days of NVDA revenue. The real obstacle: Seoul's regulatory approval.
A Tariff Refund Supplies More Than Half of Ross Stores' 2026 Guidance Raise
Ross Stores raised full-year EPS guidance by $1.07 at the midpoint, but $0.60 — 56% of the raise — came from customs refunds, not better retailing.
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.
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.
NVIDIA (NVDA) August 26 Earnings: $91B Revenue Target, 75% Gross Margin, and Blackwell Ultra Outlook
NVIDIA reports Q2 FY2027 on Aug. 26. Revenue guidance $91B; consensus $91.85B. Watch: revenue beat magnitude, gross margin at 75%, and Q3 guidance on Blackwell Ultra.
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.
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.
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.
Analog Devices Posts Record $4.02B Revenue on Data Center Boom; Q4 Outlook Above Consensus
ADI Q3 FY2026: $4.02B revenue (+40% YoY), adj EPS $3.45 beats by $0.11. Data center optical/power >100% YoY. Q4 guide $4.3B.
Home Depot Received a $730 Million Tariff Refund; Without Q2's $685M Credit, Gross Margin Fell
Home Depot's Q2 gross margin was 33.7% — but $685M of a $730M tariff refund credited to COGS. Strip it out and margin falls to 32.2%, below the prior-year 33.4%.
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%.
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.