Intuit FY2026 Earnings Review
Intuit beat FY2026 estimates despite a $293 million restructuring charge, reset growth ambitions and will include stock-based compensation…
Wednesday, August 26
Wednesday, August 26, 2026
Everything we published on this day.
41 stories — the front page that day →
Odd Diligence on X
“SoftBank in Talks to Buy Majority Stake in Humanoid Maker 1X at $6 Billion Valuation” SoftBank also has position in Agility Robotics $CCXI … maybe throw them some more $$ someday? https://t.co/kC4EZPENaD
Nvidia Blows Away Wall Street's 2027 Forecasts. What You Need to Know.
Nvidia reported $96.2 billion in quarterly revenue and forecast roughly 70% fiscal 2028 growth, constrained by component supply despite…
Intuit FY2026 Earnings Review
Intuit beat FY2026 estimates despite a $293 million restructuring charge, as management lowered growth ambitions and expanded Mailchimp and…
Research Roundup Vol. L
Wolfspeed, Nordson and Nucor target AI data-center demand through 800-VDC power, chip testing equipment and domestic steel capacity, aided…
Trading Post August 26, 2026 - Nvidia, Friends, and the Rebel Alliance
Nvidia features in the August 26, 2026 Trading Post.
💥PETITION💥 on X
We've been highly critical of Sweetgreen lately ($SG). Apparently we haven't been critical enough. https://t.co/WxqUGEileF
Sartorius, Copper, and the S&P 500 Margin Mirage
S&P 500's 17% net margin reflects AI capex accounting, while contributors favor Sartorius in life-science tools and PVA TePla in wafer…
Company Deep Dive: Chevron
Chevron, one of the global oil and gas supermajors, is examined as an integrated American energy company.
RiverRoadPartners on X
Similar to what we’ve seen happen at $WMT HQ, $T has found a way to cap/hold flat AI spend; a router sends each task to the cheapest model that can do the job, & open weight models that are now good enough for most of the work. Hearing this more & more as I speak to companies.
KEDM.com on X
GungHo Online Entertainment $3765.JP has spent more than a decade living off Puzzle & Dragons, drifting into irrelevance. This could be over, and we might finally see some value unlock. Strategic Capital mounted a year-long activist campaign, forcing the company’s long-time boss out. So now we have a new CEO (with a big pay cut compared to the previous chief) and a TSR-linked incentive plan. But this is not the most interesting part. GungHo holds a stake in Gravity $GRVY (~59%). Worth more than GungHo’s entire enterprise value. Gravity itself is interesting, btw: profitable and with a net cash position equal to its market cap. Now let’s see if Strategic can get this thing over the finish line.
Cestrian Daily Market Review - Wednesday 26 August 2026
Nvidia’s Q2 earnings drove overnight gains as markets awaited Thursday’s close, while the review tracked Treasuries, gold, oil, crypto and…
Nvidia (NASDAQ: NVDA) Q2 Earnings Review - Rating, Hold; PT $260, Stretch $300, Stp<$189
Nvidia posted $96.2 billion in Q2 revenue, up 106%, and guided Q3 revenue to $108 billion. The review rates NVDA Hold with a $260 target.
No Paywall: CDTi Advanced Materials: Two Supermajors and Twelve Months of Cash
CDTi Advanced Materials has $804,000 of cash, roughly 12 months of runway, and unproven maritime methane technology despite ExxonMobil and…
Deep Sail Capital on X
RUM Group ($RUM) formerly Rumble - More dilution chasing that dragon https://t.co/TBLsCx23T6 https://t.co/AwdyTpN79I
Myles on X
A lot of software stocks looking like juicy shorts again after this bounce. $XRO.ax makes no sense to my mind at the current valuation. $ASAN up 40% in 3 months despite being unprofitable and a likely AI victim. $BL is super expensive still for low growth. To name a few.
Negligible Capital on X
@PumpCapitalLLC Yeah $CASY rocks. About the closest you can get to a public Bucky’s
Trevor Scott on X
Canadian Banks at 3x P/B again.. $RY ($FFH.to very close to 1x P/B when adjusted M2M) https://t.co/XwXAj84Mf0
Negligible Capital on X
*PALO ALTO'S ARORA EXPLORED ACQUIRING DATADOG: INFORMATION $DDOG currently a $80B company "Palo Alto Networks CEO Nikesh Arora has never shied away from deals, acquiring more than 40 companies in the eight years since he took the helm of the world’s biggest standalone cybersecurity firm. But over the past 18 months, Arora’s appetite for acquisitions has reached a new fever pitch as he expanded the company’s products to handle new AI threats as well as capture more revenue from existing customers. For instance, he explored acquiring Datadog, which sells software that helps businesses identify security threats and monitor how cloud applications perform, and Okta, which helps companies ensure workers have access to the right systems, according to two people with knowledge of the situation."
Negligible Capital on X
META AGREE TO SETTLE CLAIMS THAT PLATFORMS HARMED CHILDREN -- COURT FILING Does this mean $META can finally go up?
Negligible Capital on X
$NKE is on track for its worst year since Michael Jordan's 1993 retirement. Ugly is an understatement https://t.co/Ydy9dPU1jY
Prepared Remarks on X
Large cap software comps rerating higher OAI / codex accelerating Jensen saying he’s funding the labs next yr $orcl 🚀
⚽️📡 on X
$OKTA and $CRWD confirmed the agentic inflection has officially begun https://t.co/p9lToGNBvH
Raging Capital Ventures on X
CEO of $PANW https://t.co/GtFSdnj25W
JabroniCoin.USD on X
How many times will Peltz rug $WEN with totally not-fake bids? https://t.co/7YmTsnbaZy
⚽️📡 on X
@Waksman84 $bwxt was chosen here not OKLO yet ppl are bidding oklo that burns 200M a yr on 1m revenue over proftabke compounded bwxt trading at 52 wl doing 3.5 billion in revs lol
Broken Moats on X
$CRM geez the bar must of been very low...raised guidance by .02% for the year organic. And Operating income ex the non strategic investment gain actually declined yoy. Slack is going well, and has been recently but what about the rest of the company? Still with slack momentum still at 14% rpo
⚽️📡 on X
$OKTA $CRWD the two most expensive cyber sec names getting rewarded for good earnings bodes very well for the next leg in the sector
RKLB 2026-08-26 Rocket Lab Is Becoming Much Bigger Than Neutron
Rocket Lab generated $234 million in Q2 revenue and built a $2.36 billion backlog, with Neutron priced at $50 million to $55 million before…
Pythia Research 3 clicksBDC on X
Legal issues for social media is all the more reason for $SNAP and @evanspiegel to do right be long suffering shareholders and spin off Specs, which given the form factor and price point will be DOA wrt mass market appeal. The tech is cool and worth something, but its not a commercially viable product yet. Time to spin it and raise capital for it via minority investors, not SNAP shareholders.
JabroniCoin.USD on X
YMTC is another top customer of $ACMR ACM Research seems to be the most clear direct US-listed beneficiary of the inevitable Chinese memory wave https://t.co/zrRv9YQSXQ
Nvidia’s Long-Term Margin Question
Nvidia faces questions over the durability of its long-term profit margins ahead of earnings.
[scuttleslops] AI Data Center Economics, ADI, INTU, IDXX
AWS AI campuses cost $40–$45 billion per gigawatt, with Trainium 3 expected to lift compute per megawatt and improve infrastructure returns.
BDC on X
$SNAP sub model pivot is underappreciated. Evan said subs can reach 7-12% of MAU, per their own case study analysis on paid penetration. At 971mn MAU as of Q2, that means 68mn subs at 7% penetration vs the current 3.3%. At the Q2 ARPU runrate, that implies just under $3B in annual revenue and suggests that there remains considerable runway on the subscription side vs the $1.2B sub revenue runrate in Q2.
KMI 2026-08-26 Kinder Morgan: The Consolidation Is An Opportunity Before The Next Leg Higher
Kinder Morgan raised 2026 guidance after record Q2 results, supported by a $9.6 billion backlog and growing U.S.
Steven Fiorillo 1 click CBRS 2026-08-26 Sizing Up Cerebras Systems: Why Its Latency Moat Makes It A Buy For Aggressive Growth Investors
Cerebras’ CS-4 wafer-scale chips target latency-sensitive AI inference, but Nvidia’s ecosystem, manufacturing yields and KV-cache…
Star Investments 1 clickPAA Research on X
Back to back days with 30%+ moves in the retail space. Today it's $ANF with a 30%+ move higher. This wasn't supposed to happen in the age of "alt data" and credit card panels. Instead, single stock vol in the retail space is higher than ever. Market structure is a big part of it (See my 5 "P"s" rubric). However, in this case you can't help but wonder how alt data is driving EXTREME levels of group think in individual stocks. One thing is certain, $ANF is a trader's delight, if you can get it right....
SM 2026-08-26 SM Energy: Tailwinds From Fading Hedge Drag And Strong Oil Leverage
SM Energy's Civitas acquisition doubled acreage and production, while underwater oil hedges depress cash flow through 2026 before rolling…
Elliott Gue WDS 2026-08-26 Woodside Energy: The $5 Billion Reset Helps, But I'm Not Buying Yet
Woodside Energy drops its $5 billion new-energy target and reviews Beaumont New Ammonia as Scarborough nears completion, while Louisiana…
High Alpha Professor 2 clicksSG on X
@DeepSailCapital $FFAI deserves consideration for that title. Pivot from EV to crypto to web3 to AI to humanoid robots to.....
SG on X
$STRL Sterling Infrastructure is struggling to find a bottom after filling the gap. I suspect soon but price will dictate. https://t.co/jaF1khaC03
