Daily ideas

Bilibili's AI ad creative once covered over 30% of performance ad spend, but the Q2 2026 call offered no new disclosure on the application.

Glovo restaurants using Delivery Hero's vendor AI assistant grew orders 15%, but the AI's incremental revenue contribution remains unmeasured.

Tabcorp retained venues representing 97% of historical turnover, while The Lottery Corporation is negotiating retailer terms around customer registration.

WiseTech Global quantified its AI transformation for the first time on August 25, 2026: $34 million of annualized EBITDA savings after cutting about 1,200 product, development and support roles.

Kioxia will spend over 1 trillion yen on a new Kitakami memory building. On the K2 precedent, the first 28 months are Japanese construction and facility work, not wafer-fab tools.

DPC Dash's platform delivery rose 81% while its own-channel delivery fell 11.8%, showing how aggregator ordering may outlast subsidies.

Repairs at Novorossiysk's NKHP terminal may take four months, subtracting about 2.4 million tonnes of loading capacity and raising feed and flour costs at largely unhedged converters.

Huaneng's solar output rose 40% as profit fell 35.84%, while JinkoSolar said China's 2026 demand was down 30%-40%, mainly in utility projects.

Executive Order 14420 bans Covered Foreign Entity grid equipment. Batteries are about 84% of the covered value the US buys from China, so the constraint binds on storage cells, not transformers.

Cisco sees AI scale-across traffic at 14 times traditional DCI, while Dycom reports over $1 billion of contracted fiber work connecting data centers.

Southern California Edison targets 20%-30% faster design cycles and about 20% faster permit cycles, but has not quantified savings.

TELA, Humacyte and Ambu show how hospital committees, bundled contracts and ASC pricing increasingly determine device access and revenue quality.

Similarweb reports recurring AI data contracts, while CuriosityStream, Zhihu and Nine show how archives and grounding content can produce different revenue patterns.

State statutes cut one revenue leg each at Lifestyle Communities and Ingenia, leaving both operators able to reprice only when a home changes hands.

Nutanix and Ooma each told investors on 26 August 2026 that their own AI now runs in-house on open-weight models, ending the per-token bill.

Neuren pays out 70-100% of its DAYBUE royalty after just USD3m of half-year admin cost; BioArctic paid a SEK177m dividend in June and still held about SEK2bn of cash.

DNO ASA and Gulf Keystone Petroleum disclosed that Iraq now settles much of the Kurdish oil price in physical cargoes, leaving an $80 million receivable.

Intuit's 2026-08-25 call gave the first mid-market-only usage rate for its AI agents: over 75% of Intuit Enterprise Suite customers use them monthly, with no revenue attributed.

A reported 7.5% US overcapacity duty on Chinese goods is collected from US importers, putting Hamilton Beach, Helen of Troy and Dorman gross margins in the chain.