Cognizant (CTSH) Q2 2026: Buybacks Lift EPS, Profit Dips 1.4%
Cognizant's Q2 2026 results show revenue grew 4.5% to $5.48B but net income dipped 1.4% to $636M, while EPS rose 3.8% to $1.36 on aggressive buybacks.
- 02
Apple CEO John Ternus Takes Over September 1: What the Engineer Era Means for Korean Suppliers
Tim Cook hands Apple's CEO role to hardware engineer John Ternus on September 1. Here is what the leadership shift means for Samsung Display, SK Hynix, and LG Display.
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Leidos (LDOS) Authorizes 20M-Share Buyback, Holds $0.43 Dividend as Q2 Earnings Test DOGE Recovery Thesis
Leidos (LDOS) declared a $0.43 quarterly dividend and authorized a new 20M-share buyback — exhausting its prior 2022 program — ahead of Q2 2026 results on August 4. With the stock down 34% over 52 weeks, analysts see 40% upside. DOGE's July shutdown may now reverse a key contract headwind.
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Chevron (CVX) Q2 2026: Net Income Surges 384% to $12.1B on Record Production and $104 Oil
Chevron Q2 2026: net income +384% to $12.1B, adj. EPS $6.06 beats $5.57 consensus, record U.S. production 2.077 MBOED, and a 20-year 2.67 GW power deal with Microsoft. Adjusted FCF reached $15.4B in a single quarter.
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LG Electronics Q2 2026: Q2-Record ₩1.57T OP (+147%) — NVIDIA AI Cooling Orders Exceed ₩600B
LG Electronics Q2 2026: Record revenue ₩23.83T (+14.9%), OP ₩1.57T (+147%). NVIDIA AI cooling orders ₩600B+ H1. Stock -10% on H2 freight headwinds and one-time tariff refund.
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Honeywell (HON) Q2 2026: Quantinuum Gain Masks FCF Collapse
Honeywell's Q2 2026 results are defined by two completed spinoffs and a $6.629 billion non-cash accounting gain from Quantinuum's deconsolidation. Behind the headline, core operating income declined 3.1%, free cash flow collapsed 91% to $88 million, and the remaining three business segments grew at only 2.6% — underperforming the divested Aerospace unit.
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DoorDash (DASH) Under Dual Congressional Probe Over Chinese AI: Kimi K2.6 Use Triggers National Security Review
House Select Committee on China and House Homeland Security launched a dual congressional investigation into DoorDash's use of Chinese AI model Kimi K2.6 on July 31, setting hard deadlines of August 14 for documentation and August 21 for an executive briefing. DASH fell 1.51% to USD 194.55.
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HYBE Q2 2026 Results: Record ₩1.45T Revenue, 16% Stock Crash — What the Margin Squeeze Means for Investors
HYBE posted record Q2 2026 revenue of ₩1.45T (+105% YoY) on BTS ARIRANG tour, but shares fell ~16% as gross margin contracted to ~32% from ~43% (QoQ) due to concert cost mix.
- 09
Korea Q2 2026 Earnings Season Scorecard: Chips Soar, Banks Break Records, Autos Stumble on U.S. Tariffs
Korea Q2 2026 results: Samsung DS OP KRW 89.2T (70% margin), SK Hynix +557%, KB Financial first KRW 2T quarter, Hyundai -20.8% on tariffs. Foreign investor analysis.
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Amazon's Zoox Wins First U.S. Federal Approval for Steering-Wheel-Free Paid Robotaxi Rides
Amazon's Zoox unit received NHTSA's first-ever federal commercial exemption for a steering-wheel-free, purpose-built robotaxi. Up to 2,500 vehicles per year authorized over 2 years; paid rides launching in Las Vegas next.
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Johnson & Johnson Closes Dual $3.5B Biotech Deals: Firefly DAC Platform Targets KRAS Cancers, Sail Extends Into In Vivo CAR-T
Johnson & Johnson closed two biotech deals on July 29: the $1B Firefly Bio acquisition (Firelink DAC platform for KRAS solid tumors) and a $785M collaboration with Sail Biomedicines with a $2.58B exclusive acquisition option for in vivo CAR-T immunology. Combined 2026 adjusted EPS impact: -$0.64.
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SK Telecom Q2 2026 Earnings Preview: +56% OP on USIM Hack Recovery — Three Questions for August 8
SK Telecom (SKM) Q2 2026 call expected around August 8. Consensus OP ₩527.9B (+56.1% YoY) reflects USIM hack base effect. Watch AI data center, margins, and H2 guidance.
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Amgen (AMGN) Discloses Data Breach: Patient PHI and R\&D Data Stolen from Cloud Infrastructure
Amgen filed SEC 8-K (Item 1.05) disclosing patient PHI, proprietary data, and potential R\&D exfiltration from third-party cloud systems. Stock -0.6% AH. Tavneos regulatory risk running in parallel.
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Naver (035420.KS) Q2 2026 Earnings Preview: Three Questions for August 7 as AI Ads Go Live
Naver Q2 2026 earnings due August 7. Consensus OP ₩572.7B (+9.8% YoY). Three watch points: FIFA cost drag, AI Briefing ads launched July 21, NVIDIA $1B deal dilution.
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McKesson (MCK) FY2026: Revenue $403B and GAAP EPS +49%, But Underlying Operating Profit Grew ~10–19%
All figures from McKesson's Form 10-K for the fiscal year ended March 31, 2026, and the company's May 7, 2026 fourth-quarter and full-year earnings release. Dol
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