Agilent Technologies (A) Q2 FY2026: Net Income Surges 58%, but Core Revenue Growth Is Just 6.3% — Non-GAAP EPS $1.49, $950M Biocare Acquisition Underway
Agilent Technologies reported Q2 FY2026 revenue of $1.84B (+10%), but core growth was just 6.3%. Non-GAAP EPS rose 14% to $1.49. The $950M Biocare acquisition adds near-term balance sheet pressure.
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General Motors (GM) Q2 2026: $2.3B EV Charge Masks 8.6% GMNA Margin as GM Lifts 2026 Guidance
General Motors Q2 2026: Revenue $48B, Adj. EPS $3.57 beat $3.13 consensus. GMNA adjusted margin reaches 8.6%, driving a second FY2026 guidance raise to $14–16B EBIT-adjusted. A $2.3B EV realignment charge, rising warranty liabilities, and $4.1B in cash EV reset payments require scrutiny.
- 03
ServiceNow (NOW) Q2 FY2026: $1B AI ACV Milestone Reached as Revenue Surges 24% — But the EPS Gap Demands Attention
ServiceNow Q2 FY2026 deep dive: $3.987B revenue (+24%), $1B+ AI ACV milestone, cRPO $13.2B, non-GAAP EPS $0.90 vs $0.81. Analysis of the EPS growth gap, FCF trajectory, and H2 margin outlook.
- 04
Dominion's Merger Spread Has Narrowed to 3% — and Two-Thirds of That Was NextEra Falling
Dominion-NextEra spread compressed to 3% as NEE fell more than D rose. TD Cowen upgraded D to Buy. Governor Spanberger intervened in VA SCC review. Vote: Sep 3.
- 05
Apple Spent $877 Billion Buying Back Its Own Stock Under Tim Cook. Each Dollar Now Goes Less Far.
Apple spent $877B on buybacks under Tim Cook, cutting diluted shares 43%. Q3 FY2026 returned $29.8B. At ~$235/share, $10B retires 0.29% vs ~2.4% in 2012–14.
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AWS Grows 37% as Amazon Posts Record Q2 Revenue — Trailing Capex Pushes Free Cash Flow $7.6B Into the Red
Amazon Q2 2026: record Q2 $200.6B revenue (+20%), AWS +37%. TTM free cash flow fell to -$7.6B as total capex hit $173B (+64%). Key metrics for AMZN investors.
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Salesforce (CRM) Q2 FY2027 Earnings Preview: Agentforce Billing Faces Its First Real Test on August 26
Salesforce Q2 FY2027 reports Aug. 26 after close. Consensus: $11.3B revenue, $3.27 EPS. CRM −35% YTD. Watch: Agentforce billing proof, margin hold, guidance raise.
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Public Storage Q2 2026: Core FFO Falls 2.6% as Same-Store Revenue Slips — NSA Merger Reshapes Scale
Public Storage Q2 2026: Core FFO/share $4.17 (-2.6%), same-store NOI -2.2%, GAAP up 45.7% (FX distortion). NSA merger closes, adding 1,000+ properties. Full analysis.
- 09
Seven Years After Anadarko: Occidental (OXY) Cuts Debt 70% to $11.8B, Posts $3B Free Cash Flow Quarter
OXY posts adj. EPS $2.40 (+823% YoY) and $3B FCF in Q2 2026 as principal debt falls 70% from a ~$40B Anadarko-era peak to $11.8B, lowest since mid-2019.
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Union Pacific (UNP) Q2 2026: Zero Buybacks, Record Operating Income, and a $20B Bill Coming
Union Pacific bought back exactly zero shares in the first half of 2026, against 11.86 million shares for $2.68 billion a year earlier. That single line explain
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AI Slows Wage Growth, Not Jobs: Apollo Study Finds 6.7pp Real Pay Gap and USD 28B Annual Shortfall
Apollo July 2026: AI-exposed jobs trailed peers 6.7pp in real wage growth since 2023, no significant employment decline. 5.8M workers missed ~USD 28B annually.
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