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Canadian Solar (CSIQ) won a U.S. federal patent lawsuit against Maxeon Solar, with all claims ruled invalid. The company's share price has fallen 42.74% year-to-date but rose 8.99% in the past month. Analysts suggest CSIQ is undervalued at $14.55, with a fair value estimate of $18.05, driven by projections of improving margins and storage revenue.

Rothschild upgraded Apple to Buy, raising its price target to $400, citing a foldable iPhone launch and AI strategy shift. Wolfe Research remains bullish on AI semiconductor stocks, with Nvidia as its top pick. Bernstein upgraded Analog Devices to Outperform, citing strong results and guidance. Goldman reiterated MongoDB at Buy, expecting Atlas growth near 30%. Deutsche Bank downgraded SentinelOne to Hold after a strong rally.

Suzano, a Brazilian pulp and paper company, has removed three vice-presidents, including a statutory role, and reorganized executive responsibilities. The changes were approved by the board on 12 August 2026, just before the company's second-quarter earnings release. Suzano reported net revenue of R$ 11.6 billion, adjusted EBITDA of R$ 4.7 billion, and net profit of R$ 1.8 billion for Q2 2026. The company is listed as SUZB3 on B3 and SUZ on the NYSE.

Transocean (RIG) stock has risen 94.7% in the past year, with mixed valuation signals. DCF analysis suggests 12.4% upside, while P/S ratio indicates overvaluation. A new $300M contract may support future cash flows, but execution risks remain. The stock scores 2/6 on valuation checks, with bulls citing technical leadership and bears highlighting balance sheet risks.

Nvidia plans to raise prices for AI-related servers, including Vera Rubin and Grace Blackwell models, by over 15% for some customers, according to Bloomberg. The increases, varying by chip generation and memory, will apply to systems shipped next year. The company faces rising memory chip costs.

Unifor and General Motors reached tentative labor agreements for 4,600 workers in Ontario, including wage and benefit increases. The deals follow a similar pattern to Unifor's agreement with Ford. Ratification votes are scheduled for August 29-30. GM Canada's managing director noted the deal aligns with their investments in Canadian manufacturing.