US Stock IR Daily – August 17, 2026 (5 reports)

• Capital One Financial Corporation filed a Form 8-K with the U.S. Securities and Exchange Commission (SEC).
• The purpose of this Form 8-K is to furnish information under Regulation FD (Fair Disclosure).
• The disclosed information includes “Monthly Charge-Off and Delinquency Metrics – As of and for the month ended July 31, 2026,” provided as Exhibit 99.1.
• This information is not considered “filed” for the purposes of Section 18 of the Securities Exchange Act of 1934 and will not be deemed incorporated by reference into other filings under the Securities Act of 1933 or the Securities Exchange Act of 1934.
• The filing date was August 14, 2026.

Capital One Financial’s Form 8-K filing serves to publicly disclose its monthly charge-off and delinquency metrics under Regulation FD. This type of disclosure is intended to provide investors with timely insight into the company’s asset quality and credit portfolio performance. The metrics provided in the exhibit are key indicators for assessing the company’s credit risk management and could be important for investors monitoring the financial health of the institution.

• On August 17, 2026, NVIDIA Corporation announced a multi-year partnership with SB Energy Corp. to advance the development of the PORTS Technology Campus, a large-scale AI data center campus in Pike County, Ohio.
• Through this partnership, NVIDIA has secured land, power, and shell capacity at the Portsmouth Site to host NVIDIA AI compute infrastructure.
• An affiliate of OpenAI Group PBC will serve as the tenant for the facilities.
• NVIDIA entered into multiple residual value guaranties with SB Energy related to leases for approximately 4.25 gigawatts of IT load at the Portsmouth Site.
• NVIDIA’s aggregate payment obligation under its initial commitment is cumulatively capped at $105 billion, with payment obligations subject to specified conditions, including ready-for-service conditions expected to begin in 2028.
• In the event of OpenAI’s insolvency or failure to make lease payments, NVIDIA may be obligated to cover shortfalls. OpenAI has agreed to reimburse and indemnify NVIDIA for any amounts paid.

NVIDIA’s strategic partnership with SB Energy and the commitment to a large-scale AI data center campus with OpenAI as a tenant may suggest a proactive move to solidify its position in the rapidly expanding AI infrastructure market. This agreement could indicate NVIDIA’s dedication to supporting advanced AI development and ensuring access to critical computing resources. However, the substantial potential payment obligation of up to $105 billion represents a significant contingent liability for NVIDIA, which investors may want to monitor in relation to OpenAI’s operational and financial stability.

• American Express Company furnished delinquency and write-off statistics for its U.S. Consumer and U.S. Small Business Card balances held for investment for the months ended July 31, June 30, and May 31, 2026.
• As of July 31, 2026, U.S. Consumer Card balances totaled $113.1 billion, with a 30 days past due rate of 1.1%. The net write-off rate (principal only) for this segment was 1.7%.
• As of July 31, 2026, U.S. Small Business Card balances totaled $46.1 billion, with a 30 days past due rate of 1.3%. The net write-off rate (principal only) for this segment was 2.6%.
• During June 2026, the Company sold certain previously written-off Card balances to a third party, which reduced the net write-off rates for June 2026 by approximately 0.3% for the U.S. Consumer portfolio and 0.1% for the U.S. Small Business portfolio.
• Total Card balances held for investment for U.S. Consumer and U.S. Small Business combined were $159.2 billion as of July 31, 2026.

These monthly delinquency and write-off statistics from American Express provide key insights into the credit performance of its U.S. Consumer and Small Business card portfolios. The figures offer a snapshot of asset quality trends, which can be an important indicator of broader economic health and consumer spending patterns. Investors may find it useful to monitor these trends, especially considering the impact of asset sales on reported write-off rates, as these metrics can inform views on the company’s risk management and financial stability.

• Advanced Micro Devices, Inc. (AMD) completed a public offering of $4.75 billion in aggregate principal amount of senior notes on August 17, 2026.
• The offering consisted of four tranches of notes:
• $1.25 billion aggregate principal amount of 4.600% Senior Notes due 2029.
• $1.50 billion aggregate principal amount of 5.000% Senior Notes due 2031.
• $1.00 billion aggregate principal amount of 5.250% Senior Notes due 2033.
• $1.00 billion aggregate principal amount of 5.500% Senior Notes due 2036.
• The terms of the notes are governed by an Indenture dated June 9, 2022, and a Third Supplemental Indenture dated as of the closing date, with U.S. Bank Trust Company, National Association as Trustee.
• AMD intends to use the net proceeds from the offering for general corporate purposes, which may include the repayment of debt.
• The notes were issued and sold pursuant to an Underwriting Agreement dated August 13, 2026, with representatives including Barclays Capital Inc., BofA Securities, Inc., Citigroup Global Markets Inc., J.P. Morgan Securities LLC, Morgan Stanley & Co. LLC, and Wells Fargo Securities, LLC.

AMD’s completion of a $4.75 billion senior notes offering indicates a significant capital raise for the company. The stated use of proceeds for general corporate purposes, potentially including debt repayment, suggests a strategic move to strengthen its financial position or fund future initiatives. The issuance of notes with varying maturities and interest rates may reflect an approach to optimize borrowing costs and manage financial flexibility.

• AT&T Inc. filed a Form 8-K with the U.S. Securities and Exchange Commission (SEC).
• The report reflects information as of August 17, 2026.
• It includes details regarding Common Shares (Par Value $1.00 Per Share) listed on the New York Stock Exchange (NYSE) and NYSE Texas.
• Information for Depositary Shares, each representing a 1/1000th interest in 5.000% Perpetual Preferred Stock, Series A (T PRA), and 4.750% Perpetual Preferred Stock, Series C (T PRC) is also present.
• A range of Global Notes with varying interest rates and maturity dates are listed, from 1.800% Global Notes due September 5, 2026, to 5.350% Global Notes due November 1, 2066.

This 8-K filing indicates that AT&T has submitted updated registration information to the SEC for its diverse array of securities, providing transparency regarding the company’s capital structure. The inclusion of common stock, multiple series of preferred stock, and numerous global notes with various maturities may suggest the complexity of AT&T’s financing strategy. This information could be valuable for investors monitoring the company’s financial health and future debt management approaches.