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# Evening Scan
- URL: https://adjacent.media/scan/2026-08-26-pm/
- Published: 2026-08-26T23:11:22.000Z
- Updated: 2026-08-26T23:11:23.000Z
- Description: Intuit’s earnings beat sounds fine until you read the guidance — a growth slowdown forecast wiped 8% off the stock after hours. OpenAI’s talent bleed continues, and Apple shipped a Mac mini with a cost-cutting spec swap that breaks the expected upgrade path.
- Author: Jonathan Greene
- Tags: #scan-pm, #scan

Intuit's earnings beat sounds fine until you read the guidance — a growth slowdown forecast wiped 8% off the stock after hours. OpenAI's talent bleed continues, and Apple shipped a Mac mini with a cost-cutting spec swap that breaks the expected upgrade path.

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#### [Intuit Beats on Revenue, Then Spooks Investors With Soft Guidance](https://www.wsj.com/business/earnings/intuit-forecasts-slower-growth-takes-steps-to-win-more-turbotax-users-6633b7dc?ref=adjacent.media) (paywall)

Q4 revenue topped estimates, but a forecast of 9-10% growth for FY2027 (below the \~11% Street wanted) sent the stock down more than 8% after hours. *(WSJ)*

#### [OpenAI's Data Center Chief Is the Latest to Head for the Exit](https://techcrunch.com/2026/08/25/openai-loses-a-top-data-center-exec-as-stream-of-high-profile-departures-continues/?ref=adjacent.media)

Chris Malone joined to build out infrastructure just last year; OpenAI says it "reorganized," which is corporate for "it's fine, stop asking." *(TechCrunch / WSJ)*

#### [Apple's Silicon Refresh Lands: M6, M5 Max, M5 Ultra Across Mini and Studio](https://mjtsai.com/blog/2026/08/25/apple-m6-and-m5-ultra/?ref=adjacent.media)

New chips, a 2nm process, and the usual barrage of "4x faster" marketing obscure the entry-level mini's cost reduction: cheaper hardware to hit its price point. *(Michael Tsai)*

> "Apple was testing a Mac mini with a brand new M6 in the cheap model and a carried-over M5 Pro in the expensive one" — turns out the $899 base model skipped M5 entirely and kept the 2024 body instead. \*(Yanko Design)