• Market recap: The S&P 500 and Nasdaq gained modestly yesterday, with Cisco (CSCO) up 3%, Micron (MU) 5%, Dell (DELL) 10%, and Nebius (NBIS) 34%. Source: CNBC.
• StubHub costs overshadow revenue surge: StubHub (STUB) posted a near-breakeven Q2 loss despite revenue jumping 33% to $573.1M as World Cup demand boosted sales — but costs rose faster. Shares plummeted 20% premarket. Source: WSJ.
• Trian weighs Wendy’s acquisition: Wendy’s (WEN) jumped 15% after a report that Nelson Peltz’s Trian is preparing a take-private bid with other investors. Trian owns 7.85% of the struggling burger chain. Source: CNBC.
• Accelerant surges on buyout: Accelerant (ARX) agreed to a $4.4B take-private deal by Thoma Bravo at $20.25 a share, a 49% premium to Wednesday’s close. Shares surged 45% premarket. Source: WSJ.
• Cerebras raises outlook: Cerebras (CBRS) raised its 2026 core revenue forecast to $880–890M despite Q2 revenue missing estimates. Shares plunged 16% premarket as a $450.5M net loss overshadowed strong AI demand. Source: CNBC.
• Potential marijuana takeover: Curaleaf (TSX:CURA) offered to acquire Aurora Cannabis (ACB) for about $272M, or $4 a share — a more than 45% premium. Aurora, which gained 10% yesterday but fell 2.2% premarket, is reviewing the unsolicited proposal. Source: WSJ.
• Ford onshores Lincoln production: Ford (F) plans to move production of some Lincoln models from China to the U.S. starting in 2030, citing tariffs and technology restrictions. The China-built Nautilus currently faces a 52.5% U.S. tariff. Shares fell 1%. Source: Reuters.
• Battery startup raises $750M: Form Energy raised $750M to expand production of its 100-hour iron-air batteries and deploy commercial projects amid demand from AI data centers. Total funding now exceeds $2B. Source: WSJ.
• Google unveils Pixel 11 lineup: Google (GOOGL) debuted its Pixel 11 smartphones with a new chip, upgraded cameras, and longer battery life, alongside updates to its Pixel Watch and Buds. Source: The Verge.
• Paramount mulls CNN safeguards: Paramount (PSKY) is considering making an editorial board to protect CNN’s independence as its $81B acquisition of Warner Bros. Discovery (WBD) remains stalled by a multistate antitrust lawsuit. Source: WSJ.
• Microsoft scales back in China: Microsoft (MSFT) has closed at least 15 Chinese offices and ventures over the past 5 years amid Beijing’s domestic-tech push and U.S. restrictions, but is staying on to serve Chinese firms expanding overseas and retain access to engineering talent. Source: Reuters.

Nvidia in 2005. Netflix in 2004. Tesla in 2012.

Those are three of The Motley Fool's past stock recommendations, each made years before the companies became what they are today.

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• Anthropic eyes $6B Decart deal: Anthropic is in talks to acquire AI startup Decart for about $6B in what would be its largest acquisition, adding tech that could lower AI training costs and boost infrastructure capacity. Source: Bloomberg.
• Apple seeks publisher deals for Siri: Apple (AAPL) is considering multiyear deals to pay publishers when their content powers its upcoming AI-enhanced Siri, as Apple seeks to improve the assistant with current information. Source: WSJ.
• Spotify flags AI artists: Spotify (SPOT) will begin labeling AI-generated artists and exclude them from personalized recommendations unless users already follow them, aiming to improve transparency and trust. Shares fell 2.3%. Source: BBC.

• Home Depot CEO takes medical leave: Home Depot (HD) CEO Ted Decker is temporarily stepping down for medical reasons and is expected to return within months. VP Ann-Marie Campbell and CFO Richard McPhail will oversee operations and finances during his absence. Shares fell 3%. Source: NY Times.
• American Airlines reshuffles leadership: American (AAL) is reorganizing senior management as it faces pressure to close its profit gap with rivals, welcoming a former Spirit COO to spearhead technical operations. Shares gained 1% premarket. Source: Reuters.

• Wholesale prices come in cooler than expected: The producer price index (PPI), a measure of wholesale inflation, was flat MoM vs. a forecasted increase of 0.2%. Core PPI rose 0.2% vs. 0.3% expected. Source: CNBC.
• Budget deficit widens: The U.S. posted a record $432B July deficit, lifting the FY2026 budget gap to $1.799T. Tariff refunds contributed as customs receipts turned negative for a 3rd straight month. Source: Reuters.
• Jobless claims: Seasonally adjusted initial jobless claims totaled 209,000 for the week ending Aug. 8, up 9,000 WoW. The 4-week moving average was 199,000, unchanged WoW. Source: Dept. of Labor.
• U.K. economy outstrips U.S.: British GDP grew 0.4% in Q2 following a 0.6% Q1 gain, matching forecasts and outpacing the U.S. on an annualized basis — 1.7% vs. 1.5% YoY. Source: WSJ.
• Japanese wholesale inflation eases: Japan’s producer prices rose 7.2% in July, below the 7.4% forecast, while yen-based import prices jumped 29.1%. Source: CNBC.

• Lakers sell for record $12.5B: Former Disney (DIS) CEO Bob Iger and venture capitalist Josh Kushner agreed to buy the Los Angeles Lakers for a record $12.5B, pending NBA approval. Kushner — President Trump's nephew-in-law — would become controlling owner. Source: CNN.
• Leavitt exits White House: White House press secretary Karoline Leavitt will step down at month-end to spend more time with her family. President Trump said she will remain a top outside adviser. Source: WSJ.
• Civil rights group's ex-leader in hot water: U.S. prosecutors charged former Southern Poverty Law Center official Heidi Beirich with fraud and conspiracy over an informant-payment program, escalating the DOJ's case against the group. Source: NY Times.
• Kansas town settles First Amendment suit: Marion, KS, will shell out $850K to a former reporter to settle a federal lawsuit alleging that the town's 2023 police raid violated constitutional press and search protections. Source: Politico.
• Korean airport edges out Heathrow: South Korea’s Incheon handled 38.4M international passengers in H1 2026, surpassing Heathrow to become the globe's busiest airport for the first time. Source: BBC.

• 8:30 AM: PPI MoM & Core PPI MoM
• 8:30 AM: Initial Jobless Claims
• Friday: Retail Sales MoM, Michigan Consumer Sentiment Prelim.

Cisco Systems (CSCO) has released its quarterly earnings.

• Revenue of $17.25B (+17.58% YoY) beats by $420.19M.
• EPS of $1.22 (+23.23% YoY) beats by $0.09.
• Financials · As Reported · Metrics · Press Release

Brookfield (BN) has released its quarterly earnings.

• Revenue of $19.41B (+7.32% YoY) beats by $17.80B.
• EPS of $0.66 (+11.86% YoY) in line with estimates.
• Financials · As Reported · Metrics · Press Release

Coherent (COHR) has released its quarterly earnings.

• Revenue of $2.05B (+33.81% YoY) beats by $63.19M.
• EPS of $1.74 (+74.00% YoY) beats by $0.16.
• Financials · As Reported · Metrics · Press Release

Cerebras Systems (CBRS) has released its quarterly earnings.

• Revenue of $180.11M (n/a YoY) misses by $13.57M.
• EPS of -$0.05 beats by $0.14.
• Financials · As Reported · Metrics · Press Release

JD.com (JD) has released its quarterly earnings.

• Revenue of $51.05B (+2.54% YoY) misses by $497M.
• EPS of $0.93 (+34.78% YoY) beats by $0.12.
• Financials · As Reported · Metrics · Press Release

Bending Spoons (BSP) has released its quarterly earnings.

• Revenue of $704.16M (+126.34% YoY) beats by $21.16M.
• EPS of $0.46 (+170.59% YoY) beats by $0.19.
• Financials · As Reported · Metrics · Press Release

Tapestry (TPR) has released its quarterly earnings.

• Revenue of $1.88B (+8.87% YoY) beats by $2.13M.
• EPS of $1.32 (+26.92% YoY) beats by $0.05.
• Financials · As Reported · Metrics · Press Release

Pan American Silver (PAAS) has released its quarterly earnings.

• Revenue of $1.12B (+38.44% YoY) misses by $21.12M.
• EPS of $0.73 (+69.77% YoY) misses by $0.11.
• Financials · As Reported · Metrics · Press Release

Nu Holdings (NU) will report today after close.

• Analysts estimate revenue of $5.47B (+49.23% YoY).
• EPS is estimated to be $0.19 (+46.15% YoY).
• Financials · As Reported · Metrics

Applied Materials (AMAT) will report today after close.

• Analysts estimate revenue of $9.00B (+23.30% YoY).
• EPS is estimated to be $3.39 (+36.69% YoY).
• Financials · As Reported · Metrics

Credicorp (BAP) will report today after close.

• Analysts estimate revenue of $1.72B (+9.00% YoY).
• EPS is estimated to be $7.20 (+15.38% YoY).
• Financials · As Reported · Metrics

Fabrinet (FN) will report Monday.

• Analysts estimate revenue of $1.28B (+40.28% YoY).
• EPS is estimated to be $3.79 (+43.02% YoY).
• Financials · As Reported · Metrics

Keysight Technologies (KEYS) will report Tuesday.

• Analysts estimate revenue of $1.75B (+29.33% YoY).
• EPS is estimated to be $2.42 (+40.70% YoY).
• Financials · As Reported · Metrics

Baidu (BIDU) will report Tuesday.

• Analysts estimate revenue of $4.65B (+1.82% YoY).
• EPS is estimated to be $1.35 (-28.95% YoY).
• Financials · As Reported · Metrics

The Home Depot (HD) will report Tuesday.

• Analysts estimate revenue of $47.35B (+4.57% YoY).
• EPS is estimated to be $4.73 (+1.07% YoY).
• Financials · As Reported · Metrics

BHP Group (BHP) will report Tuesday.

• Analysts estimate revenue of $57.99B (+13.12% YoY).
• EPS is estimated to be $5.08 (+27.00% YoY).
• Financials · As Reported · Metrics

Target (TGT) will report Wednesday.

• Analysts estimate revenue of $25.68B (+1.87% YoY).
• EPS is estimated to be $2.24 (+9.27% YoY).
• Financials · As Reported · Metrics

Viking Holdings (VIK) will report Wednesday.

• Analysts estimate revenue of $2.13B (+13.55% YoY).
• EPS is estimated to be $1.24 (+25.25% YoY).
• Financials · As Reported · Metrics

The Estée Lauder Companies (EL) will report Wednesday.

• Analysts estimate revenue of $3.55B (+3.96% YoY).
• EPS is estimated to be $0.32 (+255.56% YoY).
• Financials · As Reported · Metrics

• Estimated Friday, August 14: MetaOptics Ltd (MOT), a Singapore-based optical lenses maker with $613K in TTM revenue and 891.2% revenue growth YoY.