SK Hynix (SKHY) Q2 2026: Record KRW 60.5T Operating Profit at 76% Margin as HBM4 Enters Mass Production — Shares Slide 9% on Consensus Miss
SK Hynix Q2 2026 operating profit surged 557% YoY to KRW 60.5T at 76% margin; HBM4 mass production began. SKHY fell 9% after missing consensus.
- 02
Alphabet (GOOGL) Q2 2026: Net Income Quadruples to $112.2B as Cloud Revenue Surges 82%
Alphabet delivered a blockbuster Q2 2026, reporting $119.8B revenue (+24.2% YoY), $40.8B operating income (+30.4%), and $112.2B net income (+297.9%). However, ~$99B of net income consists of unrealized equity fair value gains. Google Cloud surged 81.8% to $24.8B, signaling a decisive pivot from advertising to AI infrastructure.
- 03
Visa Q3 FY2026: Revenue Climbs 14% to $11.6B, EPS Beats on FIFA World Cup Tailwind
Visa Q3 FY2026: Net revenue USD 11.6B (+14% YoY) and non-GAAP EPS USD 3.32 (+11%) both beat consensus. Payment volume grew 10%, cross-border volume 13%, with FIFA World Cup 2026 boosting host-city transactions ~20% YoY. USD 4.9B in share repurchases. After-hours stock eased 0.3% to USD 361.51.
- 04
CrowdStrike (CRWD) Q1 FY2027: Revenue Up 25.6%, RPO Hits $8.8B
CrowdStrike reported Q1 FY2027 revenue of $1,385.6M (+25.6% YoY) with remaining performance obligations reaching $8.8B (+29%). Net income flipped to +$27.8M from -$104.3M, while operating loss narrowed to -$30.6M. Two acquisitions (SGNL.AI, Seraphic Algorithms) drove goodwill to $2.27B.
- 05
Apple Upgrade Launches With Klarna: What the USD 17.99/Month iPhone Lease Means for AAPL and the Smartphone Market
Apple launched 'Apple Upgrade' with Klarna on July 28, offering lease-to-own financing for iPhone (from USD 17.99/mo), Mac, iPad, and Apple Watch. AAPL +0.7%, KLAR +3%. Analysis of recurring-revenue strategy and Samsung ecosystem competition.
- 06
ONEOK (OKE) Q1 2026: FCF Drops to $70M as CapEx Jumps 37%
ONEOK posted first-quarter operating income of $1,428 million, up 17.0% from $1,220 million a year earlier, according to its Form 10-Q for the quarter ended March 31, 2026
- 07
Nvidia (NVDA), Microsoft Lead 37-Member AI Security Alliance
Nvidia (NASDAQ: NVDA) and Microsoft (NASDAQ: MSFT) on Monday, July 27, helped launch the Open Secure AI Alliance, a 37-member group that will build and share open-source tooling for AI-era cyber defense.
- 08
SKHY Below IPO Price — SK Hynix Q2 Preview: Three Questions for Wednesday's ₩64T Earnings Call
SKHY trades at $143, 4% below its $149 IPO. Full Q2 results Wednesday July 29 (consensus OP ₩64.1T, +596% YoY). Three key questions for the conference call.
- 09
Pentair Acquires Taco Group for USD 1.4B as Pool Slump Drags Q2 Revenue Down 17%
Pentair (NYSE:PNR) signed a definitive agreement to acquire Taco Group Holdings for USD 1.4 billion at approximately 10.5x 2026E EBITDA. On the same day, Q2 2026 revenue declined 17% to USD 932.6M driven by a USD 170M pool channel inventory correction, while adjusted EPS of USD 1.14 beat estimates by USD 0.02.
LineVest Daily
Get this wrap in your inbox every morning.
One email before the U.S. open — the earnings, filings, and guidance changes that matter, in plain English. Free.
Subscribe free