Bank of America (BAC) Q2 2026: EPS +34% as Equities Revenue Surges 70%
Bank of America Q2 2026 10-Q: EPS $1.21 (+34% YoY), equities trading revenue +70%, NII +9% to $16.0B, total revenue +15% to $31.6B. NIM expanded 14bp to 2.08%. Consumer Banking NI +10%, CET1 11.2%.
- 02
Palantir (PLTR) Q2 2026: 'Otherworldly' Commercial Demand Drives 93% Revenue Surge and $500M Guidance Raise
Palantir beat Q2 2026 estimates across the board—revenue +93% to $1.94B, US commercial revenue +149% to $764M—and raised full-year guidance to $8.15B, up $490M from prior targets, sending shares +7.7% after hours.
- 03
Broadcom (AVGO) Loses EU Court Bid Over VMware Documents—What U.S. Investors Need to Know
EU General Court rejects Broadcom's emergency bid to block Commission access to U.S. attorney-client privileged documents, clearing the path for the VMware antitrust probe. AVGO investors face potential software revenue headwinds but analysts maintain Strong Buy with USD 527.88 target.
- 04
Dominion (D) Q2 2026: $820M RNG Writedown Masks 22% Virginia Gain
Dominion Energy Q2 2026 results: $820M renewable natural gas writedown and $78M solar impairment drove a GAAP net loss, while core Virginia utility operating earnings rose 22% YoY to $670M.
- 05
McDonald's (MCD) Q2 2026 Earnings Preview: Three Watch Points Before the August 4 Bell
MCD Q2 2026 (Aug. 4): EPS $3.32, revenue $7.14B (+4.4%). U.S. comp sales +1.1% consensus; McValue $5 Meal Deal and McCafe traction are the key swing factors.
- 06
Sempra (SRE) Q1 2026: Net Profit Surges 25% Despite Revenue Dip
Sempra's Q1 2026 net income rose 25.1% to $1.15B despite a 3.9% revenue decline, driven by record Oncor equity earnings, lower gas procurement costs, and reduced interest expenses.
- 07
Vertex Pharmaceuticals (VRTX) Q2 2026 Earnings Preview: Three Watch Points Before the Bell
Vertex (VRTX) reports Q2 2026 today after bell: consensus USD 3.23B rev (+7.6%), EPS USD 4.85. Watch: Casgevy/Journavx ramp, Crinetics deal, VX-828 CF data.
- 08
Salesforce Locks In $1.6 Billion VA Contract—What Agentforce's Federal Breakthrough Means for CRM Investors
Salesforce (CRM) won a $1.6B, 3-year VA contract for Agentforce AI serving 17M+ veterans. Agentforce ARR hit $1.2B (+205% YoY)—a federal AI signal for CRM investors.
- 09
Oracle (ORCL) Locks Pentagon Into $7 Billion, 10-Year Software Deal—What U.S. Investors Need to Know
Oracle (ORCL) won a $7B, 10-year DoD Enterprise Software Agreement on July 23, 2026. The deal saves $441M in taxpayer costs but represents ~1% of Oracle's annual revenue.
- 10
AMD Q2 2026 Earnings Preview (August 4): $11.2B Revenue Test and HBM4 Read-Through for SK Hynix, Samsung
AMD Q2 2026 earnings due August 4. Revenue guidance $11.2B (+46% YoY). Data Center ramp, MI400 timeline, and HBM4 read-through for SK Hynix and Samsung investors.
- 11
Palantir (PLTR) Q2 2026 Earnings Preview: Eight Straight Beats, $1.8B Revenue Test, and the NHS Data Controversy
Palantir Technologies (PLTR) reports Q2 2026 tonight after the U.S. market close. Analysts expect USD1.812B revenue and USD0.34-0.35 EPS — an eighth consecutive beat. Three watch points: US commercial acceleration, FY guidance raise above USD7.65B, and the NHS England data disclosure controversy.
- 12
Visa Acquires AI Fraud Firm BioCatch for $2.4 Billion to Counter Global Scam Wave
Visa announces $2.4B all-cash acquisition of BioCatch, an AI behavioral biometrics leader protecting 1.8B devices across 350+ banks, as AI-powered fraud costs the global economy over $1 trillion annually.
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