Nebius is raising $4.5 billion for data centres and GPUs. The dilution arrives from three directions at once — and one of them is immediate.
US markets live · August 19, 2026
Material developments only. Each item passed independent evidence and Google News compliance checks.
A record quarter and guidance whose low end beats consensus. The tape's first reaction was +1.047% — then it handed back -3.55% from there.
Lilly rose 4.46% and announced nothing. Every major drug name rose with it while the S&P 500 barely moved — and Lilly's own earnings beat measured less than today did.
Marvell handed Google a warrant over $12.18 billion of its stock to win custom-silicon work. The whole repricing took about two hours — and Broadcom lost more than Marvell gained.
TJX beat, raised guidance and lifted its store target — and fell almost four percent in fifteen minutes. It was the third of four retailers to do something like that in 36 hours.
A trial where Merck's own blockbuster was the comparator just beat it — and Merck co-owns the regimen that did.
Lowe's beat on earnings, missed on sales, and removed the top of every full-year range.
Target reported $4.11 against a $2.33 consensus. $1.65 of it was tariff refunds — and the guidance raise contains them too.
Google can earn up to $12.18bn of Marvell stock by routing chip orders to it. Broadcom holds the Google agreement through 2031 — now with company.
Equinor is taking 17.4% of a Chevron-operated Namibian exploration licence. Chevron keeps the operatorship and less of the risk.