Datadog (DDOG) Falls 17% After Q2 Beat: Largest AI Client to Cut Platform Usage in H2 2026
Datadog (DDOG) beat Q2 estimates and raised FY2026 guidance, yet fell ~17% after its largest AI client disclosed plans to cut platform usage in H2 2026.
- 02
Airbnb (ABNB) Q2 2026: Revenue Rises 17% to USD 3.61B, EPS Beats by 8.7%, Stock +12% After-Hours
Airbnb Q2 2026: revenue +17% to USD 3.61B, EPS USD 1.37 beat est. USD 1.26. Q3 guide midpoint USD 4.73B topped USD 4.61B est. Shares +12% AH; first full beat in four quarters.
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Disney (DIS) Q3 FY2026: Streaming OP Doubles to USD 712M as Experiences Revenue Reaches USD 10B
Disney Q3 FY2026: adj EPS USD 2.06 beat USD 1.88 est. Streaming OP more than doubled to USD 712M. Experiences record USD 10B. Toy Story 5 over USD 1B. Buyback to USD 9B.
- 04
ConocoPhillips (COP) Q2 2026: Profit Nearly Doubles to USD 3.9B as CEO Lance Retires
COP Q2 adj. EPS USD 3.24 beat est. by 9.5%; net income +95% to USD 3.9B on record Permian output. CEO Lance retires Sept. 1; CFO O'Brien succeeds.
- 05
Comcast (CMCSA) Q2 2026: Broadband Revenue Falls 5.5% as ARPU Slides 3.9%
Comcast's broadband business — the engine that funds everything else — is now losing revenue roughly three times faster than it is losing customers. Domestic br
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Paramount Skydance Wins UK CMA Nod for $110B WBD Deal — March 2027 State AG Trial Is the Primary Barrier
UK CMA cleared Paramount Skydance USD 110B WBD deal—cleared by or not challenged in 66 jurisdictions. March 2027 trial defers closing; WBD 17.4% upside to offer price.
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Moderna mFLUSIVA FDA Approved: First mRNA Flu Vaccine Clears U.S. Regulators for Adults 50+
FDA approves mFLUSIVA — first U.S. mRNA flu vaccine. Full approval adults 50-64; accelerated 65+. MRNA +4.3% after-hours. ACIP block limits private-insurer coverage for 50-64.
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Boeing-Lockheed Rocket JV Seeks $500M as Vulcan Grounding Strains ULA Finances
ULA raises $500M via private bond after Vulcan Centaur's NSSL grounding. LMT guaranteed up to $500M; SpaceX is now the sole operational national security launch provider.
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