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Tuesday, August 18, 2026
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LineVest Daily Wrap

U.S. Market Wrap

Wednesday, August 5, 2026 · 10 stories

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

Lowe's (LOW) Q1 FY2026: Revenue Jumps 10% but Acquisitions Lose $32M
Top story

Lowe's (LOW) Q1 FY2026: Revenue Jumps 10% but Acquisitions Lose $32M

Lowe's revenue rose 10.3% to $23.08 billion, but that number says almost nothing about the home improvement cycle — $1.75 billion of the $2.15 billion increase,

  1. 02

    AbbVie's USD 10.9B Apogee Acquisition Funded: Bond Market Draws USD 63B Demand as Skyrizi Tops USD 5.5B

    AbbVie raised USD 10B in bonds with USD 63B demand to fund its USD 10.9B Apogee Therapeutics acquisition. Skyrizi Q2 revenue hit USD 5.5B (+24%) as Humira falls 36%. FY2026 guidance raised to USD 67.6B.

  2. 03

    CVS Health Q2 2026: $106.1B Revenue Beat, Aetna Insurance MBR Drops to 87.4% as Turnaround Accelerates

    CVS Health Q2 2026 adjusted EPS $2.58 beats $1.85 estimate; Aetna MBR improves to 87.4% from 89.9%; full-year guidance raised to $7.90-$8.10.

  3. 04

    SpaceX Targets Big Three Carriers: TMUS, T, VZ Drop 4% After-Hours as Starlink Mobile Goes Terrestrial

    SpaceX's first earnings call reveals terrestrial mobile network plans. T-Mobile (TMUS), AT&T (T), Verizon (VZ) each fall 4%+ after-hours. USD 19.6B EchoStar spectrum, 2027 service launch.

  4. 05

    Disney Q3 FY2026: Streaming Profit Doubles to USD 712M, Parks Set Record, Adjusted EPS Beats by 11%

    Disney Q3 FY2026 adj. EPS USD 2.06 beat USD 1.86 estimate. Streaming OI doubled to USD 712M; domestic parks surged 27%; DIS shares rose ~3% premarket.

  5. 06

    Uber Q2 2026 Earnings: Record $58B Bookings, But Q3 Guidance Miss Sends Stock -6%

    Uber Q2 2026: gross bookings beat at USD 58B (+24%), EBITDA USD 2.82B (+33%), but Q3 guidance midpoint missed, sending shares -6%. CEO pledges USD 10B+ in robotaxi.

  6. 07

    HCA Healthcare (HCA) Q2 2026: Revenue $20.2B +8.7%, Operating Cash Flow -44%, Annual Guidance Cut

    HCA Healthcare, the largest for-profit hospital chain in the United States, posted Q2 2026 revenue of $20.230 billion (+8.7% year over year), net income attribu

  7. 08

    Eli Lilly Q2 2026 Earnings: GLP-1 Revenue Hits $14.9B, Full-Year Guidance Raised to $87 Billion

    Eli Lilly Q2 2026: Revenue $22.97B (+48%), Non-GAAP EPS $8.38 beats $6.07 consensus. Mounjaro $9.9B (+91%), Zepbound $4.9B (+46%). 2026 guidance raised to $85-$87B. Retatrutide BLA Q1 2027.

  8. 09

    Cintas (CTAS) FY2026: Record 23.1% Margin, and a UniFirst Deal That Adds $2.8B of Debt and 14.3M Shares

    Cintas closed fiscal 2026 with its highest operating margin on record — 23.14% on $11.26 billion of revenue, against 22.82% in fiscal 2025 — and then committed to the largest acquisition in its history, a $5.5 billion UniFirst deal expected to add roughly $2.8 billion of new debt and approximately 14.26 million new shares.

  9. 10

    Apple Seeks Injunction to Block OpenAI From Using Alleged Trade Secrets as Silicon Valley AI Talent War Turns Legal

    Apple seeks a court injunction to block OpenAI from using trade secrets stolen by three ex-Apple engineers now at OpenAI. OpenAI fires back publicly.

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