O'Reilly Automotive (ORLY) Q1 2026: 8.1% Comps End 3-Year Margin Slide
O'Reilly Automotive posted first-quarter operating margin expansion in four years, with margin rising 53 basis points to 18.45% on 8.1% comparable store sales growth, reversing a three-year slide.
- 02
Microsoft (MSFT) Q4 FY2026: Azure Crosses USD 100B Milestone, EPS USD 4.81 Beats as AI CapEx Holds Steady
Microsoft Q4 FY2026 earnings beat: Revenue USD 90.0B (+18%), Azure +43% crossing the USD 100B annual milestone for the first time. GAAP EPS USD 4.81 beat the USD 4.24 consensus estimate. Q4 capex came in at USD 35.8B, slightly below expectations — a contrast with Meta and Alphabet which raised AI spending forecasts. MSFT rose 3-8% after hours.
- 03
Paramount CEO 'Highly Confident' $111B Warner Bros. Discovery Deal Survives 12-State Legal Challenge
Paramount CEO David Ellison issued a staff memo July 29 saying he is 'highly confident' the $111 billion acquisition of Warner Bros. Discovery will close, even as 12 state attorneys general have obtained a court order blocking the deal. WBD trades at $25.77 vs the $31.00 offer price — a 12.5% spread.
- 04
Kinder Morgan (KMI) Q2 2026: EPS +22%, Operating Margin 30.1%
Kinder Morgan (KMI) Q2 2026 10-Q: operating income +16.8% to $1.35B, EPS $0.30 (+22%), revenue $4.48B (+10.8%). CO2 segment surges +50.7%. Analysis of pipeline earnings drivers and dividend sustainability.
- 05
DoorDash Air Takes Flight: Company Builds Proprietary Drone Division After FAA Part 135 Certification
DoorDash launches DoorDash Air, a proprietary drone delivery division backed by FAA Part 135 air carrier certification. The in-house division, developed by DoorDash Labs, operates alongside existing Wing and Flytrex partnerships and integrates with an Autonomous Delivery Platform coordinating aerial, ground-robot, and human deliveries in real-time.
- 06
Booz Allen Hamilton Prices $1.2B in Senior Notes to Close $720M Defense-Tech Acquisition
Booz Allen Hamilton priced USD 1.2B in senior notes to fund its USD 720M acquisition of Ultra Mission Solutions, a defense-tech firm with encryption and edge-compute capabilities for contested military environments, with closing targeted for August 4, 2026.
- 07
SKHY ADR Premium Week 3: 22% Gap Rebounds on Q2 Miss as Two-Way Conversion Opens
SKHY ADR premium rebounded to 22% on July 29 as KRX fell harder than Nasdaq on Q2 miss. Forward quota is zero---structural analysis for US investors.
- 08
Garmin (GRMN) Soars 18% on Record Q2 Beat: EPS $2.81 Crushes Estimates, FY2026 Guidance Raised After TrainingPeaks Acquisition
Garmin reported record Q2 2026 revenue of USD 2.02B (+11% YoY) with pro forma EPS of USD 2.81, beating the USD 2.27 consensus by 23.8%. Operating margin expanded 440 bps to 30.4%. The company raised FY2026 guidance to approximately USD 8.05B revenue and USD 10.00 EPS after completing the TrainingPeaks and TrainHeroic acquisition. GRMN stock surged 18.1% to USD 299.57.
- 09
Netflix (NFLX) Q2 2026: $2.8B Q1 WBD Fee Inflates H1 Net Income, Q2 Margin Stalls
Netflix lost the fight for Warner Bros. Discovery and walked away with a $2.8 billion consolation check recorded in Q1 2026 — inflating the six-month net income headline while the underlying Q2 operating margin fell to 33.4% from 34.1% a year earlier.
- 10
eBay Pays $55.7 Million to Settle Cyberstalking Lawsuit; Former CEO Wenig Contributes $2 Million
eBay Inc. (NASDAQ: EBAY) agreed to pay a combined $55.7 million to settle a civil lawsuit with e-commerce newsletter writers Ina and David Steiner, closing a six-year legal saga over a 2019 corporate harassment campaign that led to seven criminal convictions.
- 11
PayPal Holds Out for $70 After Rejecting Stripe's $53B Bid — Q2 Beat Raises the Stakes
Stripe and Advent International's USD 53 billion joint bid for PayPal was rejected by the board as inadequate. After Q2 2026 revenue beat of USD 8.68 billion and adjusted EPS of USD 1.38, CEO Enrique Lores signaled openness to exploring superior-value opportunities, raising the bidder's dilemma.
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