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US stock market news — Wednesday, August 26, 2026

102 stories · by lane · newest first · Eastern Time

The stories BORSA published on Wednesday, August 26, 2026, grouped by lane, with the time, the sentiment read and the impact score of each.

Corporate 35 Earnings 22 Geopolitics 14 Macro 13 Policy 6 Analyst action 5 Energy 4 Legal 1 M and a 1 Product 1

Corporate

35 stories

Corporate10:01 PM ET

Nvidia reportedly agrees to buy Hugging Face for $12,900,000,000.00.bullish 70 · impact 10

Corporate9:11 PM ET

Samsung Group Units Get 906.6 Billion Won Offer for 20.6% S1 Corp Stakeneutral 50 · impact 20

Corporate7:56 PM ET

Stellantis considering partnerships with other automakers, including Chinese, to boost plant utilization and avoid closures

BORSA provides market news and sentiment, not individualized investment advice. Sentiment is an editorial market read, not a recommendation.

News Calendar Reports Stocks Sign in

bullish 65 · impact 30

Corporate7:53 PM ET

OpenAI launches $400 million venture fund for early-stage AI startupsneutral 50 · impact 40

Corporate5:56 PM ET

Nvidia CEO: company may have already achieved AGIbullish 70 · impact 60

Corporate5:52 PM ET

South32: it has not provided FY28 guidance for aluminium value chain businessneutral 50 · impact 20

Corporate5:19 PM ET

Anthropic passes SpaceX as favorite for biggest IPO ever on Polymarketneutral 50 · impact 40

Corporate4:44 PM ET

CrowdStrike, Salesforce give strong outlooks; Meta settles for up to $18B; Anthropic to spend $45B on AI cloudbullish 70 · impact 50

Corporate4:41 PM ET

Nvidia to ship both Blackwell and Rubin systems, cites supply constraintsbearish 35 · impact 40

Corporate4:07 PM ET

Salesforce and Anthropic launch Claudeforce, a Claude integration for sales teamsbullish 85 · impact 80

Corporate3:37 PM ET

Google moves AI-responsibility team out of DeepMind labneutral 50 · impact 20

Corporate2:55 PM ET

Roche receives FDA approval for companion diagnostic tests, expanded use for two HER2 testsbullish 65 · impact 40

Corporate2:21 PM ET

HP: it does not use Huawei components or technologyneutral 50 · impact 40

Corporate1:55 PM ET

Google selects 28 AI energy startups for accelerator in North America and Europeneutral 50 · impact 20

Corporate1:53 PM ET

Shoals awarded $96M in damages, court to block Voltage's LYNX productbullish 85 · impact 70

Corporate1:47 PM ET

Ladun Investment shares to begin trading on Saudi main market Aug. 31neutral 50 · impact 20

Corporate1:42 PM ET

OpenAI AI models breached Hugging Face, company calls incident a 'warning shot'bearish 30 · impact 60

Corporate1:10 PM ET

Kioxia to invest over 1 trillion yen in new NAND plant in Japanbullish 70 · impact 70

Corporate12:55 PM ET

Anthropic to lease $45 billion NScale data center in West Virginiabullish 70 · impact 60

Corporate12:52 PM ET

Tesla unveils pet product line including Dog Mode chew toy and Cybertruck Pet Linerneutral 50 · impact 40

Corporate11:38 AM ET

Moody's affirms Coinbase B1 corporate family rating, outlook stablebullish 60 · impact 10

Corporate11:11 AM ET

Michael Grace joins BTQ to advance QCIM product security and commercializationneutral 50 · impact 30

Corporate11:07 AM ET

Vanguard agrees to acquire fintech platform Altruistneutral 50 · impact 40

Corporate11:01 AM ET

JPMorgan Chase evaluated pursuing its own stablecoinneutral 50 · impact 50

Corporate10:21 AM ET

Meta settles youth-safety lawsuit, Evercore stays bullishbullish 65 · impact 60

Corporate9:32 AM ET

Meta agrees to pay $16,700,000,000.00 to U.S. states to settle: Facebook & Instagram harmed children.neutral 50 · impact 70

Corporate9:14 AM ET

General Mills: all U.S. products now made without certified colorsneutral 50 · impact 20

Corporate9:12 AM ET

Nike stock on pace for worst year since Michael Jordan's retirement in 1993neutral 50 · impact 40

Corporate9:08 AM ET

Palo Alto Networks explored acquiring Datadog and Oktaneutral 50 · impact 30

Corporate8:35 AM ET

Alibaba releases smaller, cost-effective Qwen AI modelbullish 65 · impact 30

Corporate7:30 AM ET

Rockstar confirms GTA VI Nov 19 release, also asks to wait longerbullish 70 · impact 40

Corporate6:57 AM ET

Target Hospitality wins $250M hyperscaler data center contractbullish 85 · impact 60

Corporate6:22 AM ET

Moonshot AI in talks with Microsoft, Amazon, Google for Kimi K3 cloud dealbullish 70 · impact 60

Corporate6:00 AM ET

Dylan Patel: OpenAI could reach profitability in Q3, Anthropic already profitable in Q2neutral 50 · impact 30

Corporate12:27 AM ET

XPeng bets robots will be more profitable than cars, WSJ reportsneutral 50 · impact 30

Earnings

22 stories

Earnings8:17 PM ET

NVIDIA projects 70% revenue growth for next fiscal year, shares surge over 9%bullish 80 · impact 70

Earnings5:50 PM ET

Nvidia CEO confident OpenAI, Anthropic will remain customers despite own chip developmentbullish 65 · impact 40

Earnings5:19 PM ET

Nvidia unveils revenue sharing model with take-or-pay, minimum revenue guaranteesbullish 70 · impact 40

Earnings5:14 PM ET

NVIDIA CFO: Groq 3 LPX could ship in volume later this quarter to early adopters, with NBIS firstbullish 70 · impact 40

Earnings5:13 PM ET

Nvidia Vera CPU enters full production, first shipments to AWS underwaybullish 80 · impact 70

Earnings4:45 PM ET

NVIDIA: it could ship both Blackwell and Rubin systems, cites supply constraints in SEC filingbearish 35 · impact 40

Earnings4:44 PM ET

Nvidia: it incurred a $0.4 bln H1 charge related to H200 excess inventory and purchase obligations as demand diminished, with three direct customers accounting for 44% of H1 totalbearish 30 · impact 60

Earnings4:16 PM ET

HP beats Q3 estimates, lifts full-year guidancebullish 85 · impact 70

Earnings4:06 PM ET

Everpure Q2 FY27 revenue and EPS beat estimates, lifts FY27 guidance significantlybullish 85 · impact 70

Earnings4:06 PM ET

Veeva Systems Q2 revenue and EPS beat estimates, lifts full-year guidancebullish 75 · impact 10

Earnings4:05 PM ET

CrowdStrike beats Q2 estimates, lifts FY27 guidance; shares jump 10-18%bullish 85 · impact 80

Earnings4:02 PM ET

Salesforce Q2 beats on EPS, lifts FY27 guidance; stock surgesbullish 85 · impact 70

Earnings4:02 PM ET

Okta Q2 FY27 revenue and EPS beat estimates, FY27 guidance above consensusbullish 70 · impact 10

Earnings4:01 PM ET

Nutanix Q4 revenue beats estimates, EPS $0.60 vs $0.49 est; FY27 revenue guidance in linebullish 80 · impact 70

Earnings3:31 PM ET

Nvidia beats Q2 estimates, guides Q3 above consensus, sees ~70% FY28 growthbullish 85 · impact 90

Earnings3:16 PM ET

Nvidia earnings: historical pattern shows post-report declines, AI trade risk remainsneutral 50 · impact 40

Earnings12:54 PM ET

Nvidia whisper numbers target $107-110B Q3 guidance, above Street consensusneutral 50 · impact 40

Earnings7:46 AM ET

Abercrombie & Fitch Q2 revenue and EPS beat; FY26 guidance raised sharplybullish 80 · impact 60

Earnings7:01 AM ET

Photronics Q3 revenue and EPS beat estimates; Q4 revenue guidance mixedbullish 65 · impact 30

Earnings6:58 AM ET

Bath & Body Works Q2 earnings beat on EPS, revenue in line; guides lower salesbearish 35 · impact 40

Earnings6:49 AM ET

NVIDIA beats Q2 estimates, guides above consensus; commitments surge to $279Bbearish 30 · impact 80

Earnings6:33 AM ET

National Bank of Canada Q3 beats estimates: EPS C$3.39 vs C$3.21, revenue C$4.05B vs C$3.86Bneutral 50 · impact 20

Geopolitics

14 stories

Geopolitics9:02 PM ET

Tanker hit by unknown projectile in Strait of Hormuz, UKMTO reports firebearish 30 · impact 70

Geopolitics8:25 PM ET

Putin signals potential escalation as Ukraine peace talks stall, Russia reportedly preparing to intensify ballistic-missile strikesbearish 30 · impact 60

Geopolitics7:38 PM ET

Israel unveils plans to develop space-based strike weaponsneutral 50 · impact 30

Geopolitics7:35 PM ET

Hormuz reopening uncertain as IMO urges maximum caution; delays could reverse oil price declinesbearish 30 · impact 60

Geopolitics4:27 PM ET

U.S. designates Autistici/Inventati Collective as global terrorist organizationneutral 50 · impact 20

Geopolitics9:52 AM ET

Qatar PM visits Tehran to push Hormuz shipping corridor, de-escalationbullish 70 · impact 70

Geopolitics9:21 AM ET

Trump: Strait of Hormuz functioning; allies question mine clearancebearish 30 · impact 60

Geopolitics7:32 AM ET

Iran: war-damaged weapons fully rebuilt, adds new systemsbearish 30 · impact 60

Geopolitics6:14 AM ET

Iran president: country in economic war, seeks negotiations while resisting pressurebearish 35 · impact 30

Geopolitics5:12 AM ET

Ukraine's Zelenskiy: 16 targets hit in Russia, including oil facilities, logisticsbearish 30 · impact 60

Geopolitics4:47 AM ET

Netanyahu: he told Trump of third option to tighten siege on Iran, says Trump reaffirmed stronglybearish 30 · impact 60

Geopolitics4:32 AM ET

Iran shifts military doctrine to offensive posture, spokesperson saysbearish 30 · impact 60

Geopolitics3:27 AM ET

Iranian army: operational control over waters east of Strait of Hormuzbearish 30 · impact 80

Geopolitics12:13 AM ET

Five commodity vessels passed through Strait of Hormuz Tuesday, well below 10-day averageneutral 50 · impact 70

Macro

13 stories

Macro10:31 PM ET

Shin: Declining bond yields show positive market response to rate decisionneutral 50 · impact 20

Macro9:54 PM ET

BOK: timing and pace of future rate increases to depend on economic conditionsneutral 50 · impact 20

Macro8:27 PM ET

WTI down ~6% this week as Iran-Oman talks and recovering Hormuz flows ease supply fears, despite renewed Russian risksbullish 70 · impact 70

Macro5:01 PM ET

IMF approves $11.8 billion flexible credit line for Chileneutral 50 · impact 30

Macro2:08 PM ET

US consumer confidence falls to lowest since January in Augustbearish 35 · impact 40

Macro1:00 PM ET

Treasury sells $70 billion in 5-year notes at 4.393% yieldneutral 50 · impact 30

Macro12:27 PM ET

Sovereign bond yield spike highlights persistent fiscal challenges, Fitch saysbearish 35 · impact 30

Macro10:30 AM ET

EIA Cushing crude stock change builds 1.176M barrels, prior draw 1.314Mbearish 35 · impact 40

Macro10:19 AM ET

Nordic companies and investors exploring single unified stock exchange for Sweden, Denmark, Norway, Finlandneutral 50 · impact 40

Macro7:00 AM ET

US GDP holds at 1.5% QoQ, July PCE inflation runs slightly above estimatesbearish 30 · impact 70

Macro4:18 AM ET

Fitch: China deflation eases but weak domestic demand could weigh on pricesneutral 50 · impact 30

Macro3:48 AM ET

US national debt surpasses $40 trillion for first timebearish 30 · impact 70

Macro12:08 AM ET

Bank Indonesia governor candidate Destry Damayanti confident in domestic fundamentals, flags forex flow policy focusneutral 50 · impact 30

Policy

6 stories

Policy7:01 PM ET

Fed Governor Cook denies mortgage fraud, lawyer: White House letter uses unproven claimsbearish 35 · impact 40

Policy5:21 PM ET

Trump signs proclamation to temporarily increase lean beef trimmings imports without extra tariffneutral 50 · impact 40

Policy4:18 PM ET

Bernie Sanders to introduce legislation targeting FLOCK and AI mass surveillancebearish 35 · impact 30

Policy3:48 PM ET

Trump signs executive order banning foreign energy equipment from US power gridneutral 50 · impact 60

Policy5:33 AM ET

Spain reportedly plans stricter data center rules on water, energy, cybersecuritybearish 35 · impact 30

Policy12:07 AM ET

South Korea plans up to 10% cut in industrial power rates under regional pricing schemeneutral 50 · impact 30

Analyst action

5 stories

Analyst action1:25 PM ET

BofA reiterates Buy on Meta with $810 PT, settlement reduces regulatory uncertaintybullish 80 · impact 70

Analyst action6:26 AM ET

SpaceX wireless plans could boost T-Mobile and tower companies, BofA saysbullish 65 · impact 30

Analyst action5:48 AM ET

Morgan Stanley: CXMT valuation premium justified by stronger growth outlookneutral 50 · impact 30

Analyst action12:37 AM ET

BTIG cuts Dick's Sporting Goods price target to $180 from $300bearish 30 · impact 40

Analyst action12:33 AM ET

Zscaler: JPMorgan lifts its target price for Zscaler to $215 from $205.bullish 60 · impact 20

Energy

4 stories

Energy3:23 PM ET

Texas startup Actinide: it enriched uranium with a particle acceleratorneutral 50 · impact 30

Energy2:51 PM ET

Brent crude settles at $87.84, down 0.84%bearish 40 · impact 20

Energy1:51 PM ET

Up to half of planned US data centers could face delays, curbing gas demandneutral 50 · impact 30

Energy12:48 PM ET

U.S. Strategic Petroleum Reserve sinks toward operational minimum after 3.7 million barrel withdrawalbearish 30 · impact 60

Legal

1 story

Legal12:17 AM ET

Meta settles teen safety lawsuits with 48 states for up to $18Bbullish 80 · impact 80

M and a

1 story

M and a8:38 PM ET

NVIDIA in talks to acquire Hugging Face for over $13 billionneutral 50 · impact 60

Product

1 story

Product12:33 PM ET

Apple sets September 9 launch event, expected to unveil foldable iPhoneneutral 50 · impact 10

Other days on the wireEastern Time

← Tuesday, August 25 August 2026 News archive Thursday, August 27 →

BORSA News Sentiment is a news-derived editorial measure, separate from price action and not investment advice.

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SPY−0.94%$764.50QQQ−2.08%$712.86

TSLA−2.51%$353.34AAPL+0.25%$342.87NDAQ−0.29%$93.23NVDA−0.73%$215.64BKR+2.63%$55.83TFC+1.76%$47.39TOL−0.01%$133.92CBOE+2.01%$314.28SHOP−5.20%$168.88GPRK+2.34%$11.80PSX+1.49%$293.50B+0.21%$40.64SMTC−3.64%$138.96NFLX−2.85%$70.54LMT+2.81%$547.59EFX−0.29%$160.79XOM+1.91%$178.02MSTR−9.34%$137.16SPCX−2.32%$145.17TWLO−12.57%$239.02LUMN−5.85%$4.59NICE−3.72%$110.63MA−0.22%$614.95DELL−3.00%$459.21CCB−0.61%$42.71QXL+6.30%$4.22BETR−5.58%$10.16SOXX−2.89%$499.84APP−4.12%$267.77WDC−4.41%$340.72TSLA−2.51%$353.34AAPL+0.25%$342.87NDAQ−0.29%$93.23NVDA−0.73%$215.64BKR+2.63%$55.83TFC+1.76%$47.39TOL−0.01%$133.92CBOE+2.01%$314.28SHOP−5.20%$168.88GPRK+2.34%$11.80PSX+1.49%$293.50B+0.21%$40.64SMTC−3.64%$138.96NFLX−2.85%$70.54LMT+2.81%$547.59EFX−0.29%$160.79XOM+1.91%$178.02MSTR−9.34%$137.16SPCX−2.32%$145.17TWLO−12.57%$239.02LUMN−5.85%$4.59NICE−3.72%$110.63MA−0.22%$614.95DELL−3.00%$459.21CCB−0.61%$42.71QXL+6.30%$4.22BETR−5.58%$10.16SOXX−2.89%$499.84APP−4.12%$267.77WDC−4.41%$340.72