Monday, August 10

Monday, August 10, 2026

Everything we published on this day.

@irbezek Aug 10

@SowingAlphaSeed I had $U long $APP short on for a while. Still long Unity, but shouldn't have covered Applovin, would have been right on both ends.

@TimyanBankAlert Aug 10

HBT Financial to acquire Tri-County Financial in $204.6M deal $HBT $TYFG https://t.co/27xbZI2Ai5

@BlueDuckCap Aug 10

@BillAckman @MikeBenzCyber Maybe it’s time for $mrna to you know reflect its fair value of $0.

Glenn Schorr and Ken Worthington discuss risks in private-credit software loans, agentic AI at retail brokers, crypto use cases and bank…

Steve Eisman Aug 10

Figma raised its 2026 revenue growth guide to 39%, but a roughly 1% sequential 3Q outlook and unchanged $125-135 million operating-income…

MBI Deep Dives Aug 10

Alphabet's Google Cloud swung from a $3.1 billion operating loss in 2021 to $13.9 billion profit in 2025 as Search revenue grew 13.2%.

Bearhold Research Aug 10

Visa and Mastercard have absorbed digital wallets and BNPL into their networks, using global merchant acceptance to turn supposed…

scuttleblurb Aug 10

Navient trades near 40% of tangible book as Gator Financial Partners argues private student-loan growth and restructuring can reverse its…

Capital Employed Aug 10