Pershing Square Returns to Netflix, Builds Six New Positions in First Half of 2026
Pershing Square discloses a return to Netflix with 3.15M shares and five new positions including Visa, Mastercard, and S&P Global in H1 2026.
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Pershing Square discloses a return to Netflix with 3.15M shares and five new positions including Visa, Mastercard, and S&P Global in H1 2026.
A closer look at Darling Ingredients (DAR), Bath & Body Works (BBWI), and PENN Entertainment (PENN) shows why profitability alone doesn't define a strong business.
Octave Intelligence (OCTV) shares fell over 3% after Q2 revenue of $398M missed estimates, though recurring revenue grew 6% and earnings edged past consensus.
Sezzle CEO Charles Youakim's share disposal was a routine tax move, but the stock's 30% drop after a strong Q2 report reveals something more significant about investor expectations.
Plug Power cut its adjusted net loss from $0.18 to $0.07 per share in Q2 2026, driven by 82% services revenue growth and a 50% drop in operating expenses.
RTX posts 10.5% organic revenue growth and expanding cash flow, while BBCP and AMN Healthcare face declining earnings and weakening fundamentals in 2026.
MIAX executive Edward Deitzel sold 11,000 shares for $504K via a pre-planned Rule 10b5-1 trade, exercising options at $12 and selling near $45.78.
MIAX director Judson Gray Teekell sold 3,000 shares worth ~$137K under a pre-scheduled trading plan, retaining 72,251 shares as the stock trades 80%+ above its IPO price.
Nvidia has partnered with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR to mobilize over $500B in AI infrastructure financing.
Intel upsized its equity offering to $20 billion on August 11, pricing 210.5 million shares at $95 each to fund AI chip manufacturing expansion.
Airbnb shares jumped 15.1% after Q2 2026 revenue hit $3.61B, beating estimates. AI integration and hotel growth drove margin expansion and a full-year guidance raise.
Nvidia's PEG ratio sits at 0.62 despite a $5.3 trillion market cap. Here's what that valuation metric means and what risks investors are weighing at $220 per share.
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