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LineVest Daily Wrap

U.S. Market Wrap

Friday, July 31, 2026 · 13 stories

The press release is the version they chose to tell you. Everything below was read from the filing itself.

Google (GOOGL) Pulls Earth AI Image Tool After One Day
Top story

Google (GOOGL) Pulls Earth AI Image Tool After One Day

Alphabet (NASDAQ: GOOGL) shipped a generative image tool into Google Earth on July 30 and withdrew it the next day, after researchers used it to paste fabricated bomb craters and nuclear facilities onto real satellite maps.

  1. 02

    Prologis (PLD) Q2 2026: Data Centers Lead $3.0B of First-Half Development Starts

    Prologis reported diluted EPS of $1.13 in the second quarter of 2026 against $0.61 a year earlier, but roughly four-fifths of that increase came from asset disp

  2. 03

    Stryker (SYK) Q2 2026: Shares Fall 5% Despite Earnings Beat as Iran-Linked Cyberattack Casts H2 Shadow

    Stryker beat Q2 2026 estimates with adjusted EPS USD 3.69 (+17.9% YoY) and revenue USD 6.6B, but shares dropped approximately 5% pre-market as investors focus on H2 headwinds from the March cyberattack by Iran-linked Handala group.

  3. 04

    Korea Market Week Ahead: August 3–8, 2026 — Naver Earnings, Telco Divergence, and Chip Cycle Aftermath

    Naver Q2 on Aug 7 (OP consensus KRW 572.7B, +9.8% YoY). SKT +56% vs KT -40% telco divergence. Apple DRAM warning after record Samsung/SK Hynix quarters. BoK meets mid-August.

  4. 05

    PayPal Holdings (PYPL) Q2 2026 10-Q Analysis: Revenue Growth Stalls as Margin Pressure Mounts

    PayPal's Q2 2026 10-Q reveals revenue grew 4.9% to $8,682M but operating income declined 5.1% as transaction costs grew at double the revenue rate. H1 operating cash flow surged 51.5%, supporting $3.05B in buybacks and the first-ever quarterly dividend.

  5. 06

    How to Read Korean DART Filings in English: A Guide for Foreign Investors

    Step-by-step guide to Korea's DART for foreign investors: English portal, filing type glossary (사업보고서=annual report), deadlines, XBRL data, and free OpenDART API.

  6. 07

    Starbucks (SBUX) Q3 FY2026: Comp Sales +7.9%, Adj. EPS Beats by 29%, Niccol Raises Full-Year Guidance

    Starbucks Q3 FY2026 (ended June 28): U.S. comp sales +7.9%, non-GAAP EPS $0.85 beat $0.66 consensus by 29%, non-GAAP margins +430 bps. Niccol raises FY26 EPS to $2.55–$2.65.

  7. 08

    Fed Splits 9-3 to Hold Rates Steady; Warsh Says Five Years of Elevated Inflation Cannot Be Cured in Nine Weeks

    Fed held rates at 3.50%-3.75% (9-3 vote) on July 29; three hawks dissented. Chair Warsh said inflation above 2% target 'cannot be cured in nine weeks'. 30-year Treasury hit 5.21% (19-year high); September hike probability climbed to 57.2%.

  8. 09

    Apple (AAPL) Q3 FY2026: Record USD 109.4B Revenue but Stock Sinks 6% on Services Miss, China Shortfall, and DRAM Warning

    Apple logged its best June quarter ever with USD 109.4B in revenue and EPS of USD 2.02, both beating consensus. But the stock dropped more than 6% after hours on a USD 480M services miss, a USD 800M China shortfall, cautious 9–11% Q4 guidance, and CEO Tim Cook's warning that surging DRAM/NAND costs are 'a once-in-a-century flood.'

  9. 10

    ExxonMobil (XOM) Q2 2026: Revenue Tops USD 114 Billion but Adjusted Earnings Miss Consensus on Downstream Weakness

    ExxonMobil Q2 2026 adjusted earnings USD 14.7B missed the USD 15.7B consensus despite record revenue of USD 114.5B. Downstream margin compression drove the shortfall. Permian hit a record 1.8M BOE/day. Q2 shareholder returns: USD 9.4B.

  10. 11

    Korean Dividend Withholding Tax Guide: Rates, ADR Rules & Refund for U.S. Investors (2026)

    South Korea withholds 22% on dividends paid to non-residents. U.S. investors qualify for a 15% treaty rate on ADRs automatically. Rates, forms, and refund steps explained.

  11. 12

    Tesla Denies China Business Sale as SpaceX Merger Speculation Escalates

    Tesla's Elon Musk dismissed WSJ reports that the company is exploring selling its China business to enable a SpaceX merger, calling it 'absurdly fake news.' TSLA closed -2.97% at $298.32. Analysis of the Shanghai factory's strategic weight, merger structure hurdles, and what investors should track.

  12. 13

    Elevance (ELV) Q2 2026: MLR Hits 89.7%, Net Income Falls 16%

    Elevance Health Q2 2026: benefit expense ratio hit 89.69%, a five-year high, as premiums grew just 0.02%. Net income fell 16.1% to $1.46B. Full-year EPS guidance was

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