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Tuesday, August 18, 2026
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LineVest Daily Wrap

U.S. Market Wrap

Saturday, August 8, 2026 · 10 stories

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

Applied Materials (AMAT) Q2 2026: $670M Paper Gain Drives 33% EPS Jump
Top story

Applied Materials (AMAT) Q2 2026: $670M Paper Gain Drives 33% EPS Jump

Applied Materials' operating business did accelerate this quarter — but nowhere near as much as the headline suggests. Diluted EPS of $3.51 was up 33.5% and net

  1. 02

    NVIDIA to Invest Up to USD 3 Billion in Stargate Power Developer Lancium, Taking a 20-30% Stake

    NVIDIA is investing up to USD 3 billion in Lancium, the Blackstone-backed power developer that fuels the OpenAI-Oracle Stargate campus in Texas, for a stake of up to 30%.

  2. 03

    Berkshire Hathaway Q2 2026: Greg Abel Ends 14-Quarter Selling Streak With USD 10B Alphabet Bet

    Berkshire Q2 net income doubled to USD 25.7B; CEO Greg Abel ended 14 quarters of net selling with USD 19.8B in net equity purchases, including a USD 10B Alphabet stake.

  3. 04

    Take-Two Interactive (TTWO) Q1 FY2027: Revenue Beats by 12.7%, CEO Calls GTA VI Preorders 'Unprecedented'

    Take-Two (TTWO) Q1 FY2027 revenue USD 1.533B beat by 12.7%. CEO: GTA VI preorders 'unprecedented,' topping internal forecasts. FY2027 guidance USD 8.0–8.2B reaffirmed.

  4. 05

    Skyworks (SWKS) Q3 FY2026: Dividend Cut, USD 2B Buyback as Qorvo Merger Hits Final China Review

    Skyworks Q3 FY2026 revenue beat guidance at USD 934.8M; dividend eliminated for a USD 2B buyback as Qorvo merger enters China SAMR final review stage.

  5. 06

    Wendy's (WEN) Halves Dividend, Pulls 2026 Guidance as U.S. Same-Store Sales Tumble 7%

    Wendy's Q2 2026: U.S. same-store sales -7% vs -4.7% est. Dividend halved to $0.28/yr. 2026 guidance withdrawn. CEO Wright signals full-scale turnaround.

  6. 07

    Verisk Analytics (VRSK) Q2 2026: Revenue +4.4%, Net Income -9.8%, Interest Costs +48.7%

    Verisk Analytics Q2 2026 10-Q: revenue +4.4% to USD 806.3M, net income -9.8% to USD 228.6M as interest expense surged 48.7%. Share buybacks of USD 1.57B drove equity into deficit.

  7. 08

    __rls_probe__

  8. 09

    AppLovin (APP) Q2 2026: Revenue Misses Consensus, Stock -19% on Elevated Expectations

    AppLovin Q2 revenue $1.92B (+53% YoY) missed $1.94-1.95B est. by ~$20-30M. Stock -19% Aug. 6, erasing ~$37-40B market cap. Q3 EBITDA guide below est. SEC closed AXON probe.

  9. 10

    Parker-Hannifin (PH) Q3 FY26: Aerospace Margin Hits 25.2% as a $9.25 Billion Filtration Group Deal Waits in the Notes

    A note on the period: Parker-Hannifin's fiscal year ends June 30. The quarter covered by this 10-Q — the three months ended March 31, 2026 — is the company's fi

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