Bristol Myers Squibb to Build $2.3B Drug Manufacturing Campus in Houston, Targeting ADCs and Biologics
BMS commits USD 2.3B to a 600K sq-ft campus at Generation Park Houston, producing small molecules, biologics and ADCs. Part of a USD 40B five-year U.S. investment pledge.
Meta Open-Sources Muse Glimmer: 30B Agentic AI for Consumer GPUs as Zuckerberg Targets OpenAI
Meta open-sourced Muse Glimmer, a 30B agentic AI for consumer GPUs. Leads most Gemma4 and Qwen3 benchmarks. Zuckerberg targets OpenAI in 6,500-word essay. META +1% pre-market.
US Reopens Nvidia China Review: Cloud Loophole Left Open by June BIS Rule
Washington is reviewing offshore cloud access to Nvidia GPUs — a channel the June BIS ownership rule left open. The House-passed cloud bill remains stalled in the Senate.
J&J Ottava FDA Authorization Gives da Vinci Its Second U.S. Rival — Can ISRG's Moat Hold?
J&J Ottava received FDA de novo authorization July 22, 2026, da Vinci's second U.S. rival after Medtronic Hugo. ISRG Q2 +18.4% revenue, 11,710 systems, stock -35% YTD.
Newmont Pays Barrick USD 1.95B to Settle Nevada Gold Mines Dispute, Greenlighting North American IPO
Newmont pays Barrick $1.95B to settle all Nevada Gold Mines JV disputes and consent to North American Barrick's NYSE IPO. NEM +7.18%, Barrick (NYSE: B) -6.11% on Aug. 10.
AI Hollows Out Tech Jobs: U.S. Information Sector Layoff Rate Hits 20-Year High as Oracle Leads the Wave
BLS JOLTS June 2026: Info-sector layoff rate hit 2.3%, highest sustained in 20 years. Oracle cut 21,000 citing AI; Microsoft cut 4,800 company-wide (~3,200 in Xbox).
Sony and TSMC Plan USD 6.4 Billion Image Sensor Joint Venture in Japan, Targeting Physical AI by 2029
Sony Group and TSMC plan a USD 6.3–6.4B joint venture in Kumamoto, Japan, targeting next-gen image sensors for autonomous vehicles and robotics by 2029.
Tesla Autopilot Is Back in the Headlines. NHTSA Has Been Investigating 3.2M FSD Vehicles Since March 2026.
49ers coach Shanahan's Autopilot crash revives NHTSA's 3.2M-vehicle FSD investigation. Tesla FSD has 1.48M subscribers and ~$1.8B in potential run-rate ARR.
Verizon's August 8 Voice Outage Likely Crossed the FCC Filing Threshold — Here's the Math
Verizon's Aug. 8 voice outage ran roughly 4 hours across major U.S. cities, likely clearing the FCC's 900,000 user-minute reporting bar — the detail weekend coverage missed.
Coca-Cola (KO) Q2 2026: EPS Beats Fifth Straight Quarter, Volume Hits 17-Year High, Guidance Raised
Coca-Cola Q2 2026: comparable EPS $0.97 (+11%) beats for fifth straight quarter; trademark volume +5%, strongest in 17 years; FY2026 guidance raised; stock +26% YTD.
Home Depot (HD) Dividend Raise Slows to 1.3%, Payout Ratio Rises
Home Depot (NYSE: HD) lifted its quarterly dividend by 1.3% in February, the smallest annual increase in the dividend history the company publishes back to 2020
NVIDIA to Invest Up to USD 3 Billion in Stargate Power Developer Lancium, Taking a 20-30% Stake
NVIDIA is investing up to USD 3 billion in Lancium, the Blackstone-backed power developer that fuels the OpenAI-Oracle Stargate campus in Texas, for a stake of up to 30%.