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Thursday, August 27, 2026
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Palantir (PLTR) Q2 2026 Earnings Preview: Eight Straight Beats, $1.8B Revenue Test, and the NHS Data Controversy
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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.

2026.08.03.1
S&P Global (SPGI) Q2 2026: Ratings, Indices Power 23% EPS Beat as USD 7B Buyback Signals Confidence
News

S&P Global (SPGI) Q2 2026: Ratings, Indices Power 23% EPS Beat as USD 7B Buyback Signals Confidence

S&P Global Q2 2026 earnings: Adj. EPS USD 4.83 (+23% YoY) beat USD 4.49 consensus by 7.6%. Ratings revenue +17%, Indices 13th consecutive record quarter (+20%). USD 7B buyback raised. SPGI stock fell ~5% as Mobility Global (MBGL) spin-off reshapes valuation.

2026.08.02.1
August 7 U.S. Jobs Report: Why the Fed's 9-3 Split Makes Friday Critical for KOSPI Investors
News

August 7 U.S. Jobs Report: Why the Fed's 9-3 Split Makes Friday Critical for KOSPI Investors

Aug 7 BLS report arrives after the Fed's 9-3 split and June's 57K print. What Korean equity and currency investors need to watch Friday — KOSPI, KRW, Naver Q2.

2026.08.02.1
LG Electronics Q2 2026: Q2-Record ₩1.57T OP (+147%) — NVIDIA AI Cooling Orders Exceed ₩600B
News

LG Electronics Q2 2026: Q2-Record ₩1.57T OP (+147%) — NVIDIA AI Cooling Orders Exceed ₩600B

LG Electronics Q2 2026: Record revenue ₩23.83T (+14.9%), OP ₩1.57T (+147%). NVIDIA AI cooling orders ₩600B+ H1. Stock -10% on H2 freight headwinds and one-time tariff refund.

2026.08.01.1
HYBE Q2 2026 Results: Record ₩1.45T Revenue, 16% Stock Crash — What the Margin Squeeze Means for Investors
News

HYBE Q2 2026 Results: Record ₩1.45T Revenue, 16% Stock Crash — What the Margin Squeeze Means for Investors

HYBE posted record Q2 2026 revenue of ₩1.45T (+105% YoY) on BTS ARIRANG tour, but shares fell ~16% as gross margin contracted to ~32% from ~43% (QoQ) due to concert cost mix.

2026.08.01.1
Korea Q2 2026 Earnings Season Scorecard: Chips Soar, Banks Break Records, Autos Stumble on U.S. Tariffs
News

Korea Q2 2026 Earnings Season Scorecard: Chips Soar, Banks Break Records, Autos Stumble on U.S. Tariffs

Korea Q2 2026 results: Samsung DS OP KRW 89.2T (70% margin), SK Hynix +557%, KB Financial first KRW 2T quarter, Hyundai -20.8% on tariffs. Foreign investor analysis.

2026.08.01.1
Amazon's Zoox Wins First U.S. Federal Approval for Steering-Wheel-Free Paid Robotaxi Rides
News

Amazon's Zoox Wins First U.S. Federal Approval for Steering-Wheel-Free Paid Robotaxi Rides

Amazon's Zoox unit received NHTSA's first-ever federal commercial exemption for a steering-wheel-free, purpose-built robotaxi. Up to 2,500 vehicles per year authorized over 2 years; paid rides launching in Las Vegas next.

2026.08.01.1
Google (GOOGL) Pulls Earth AI Image Tool After One Day
News

Google (GOOGL) Pulls Earth AI Image Tool After One Day

Alphabet (NASDAQ: GOOGL) shipped a generative image tool into Google Earth on July 30 and withdrew it the next day, after researchers used it to paste fabricated bomb craters and nuclear facilities onto real satellite maps.

2026.08.01.1
Fed Splits 9-3 to Hold Rates Steady; Warsh Says Five Years of Elevated Inflation Cannot Be Cured in Nine Weeks
News

Fed Splits 9-3 to Hold Rates Steady; Warsh Says Five Years of Elevated Inflation Cannot Be Cured in Nine Weeks

Fed held rates at 3.50%-3.75% (9-3 vote) on July 29; three hawks dissented. Chair Warsh said inflation above 2% target 'cannot be cured in nine weeks'. 30-year Treasury hit 5.21% (19-year high); September hike probability climbed to 57.2%.

2026.07.31.1
Apple (AAPL) Q3 FY2026: Record USD 109.4B Revenue but Stock Sinks 6% on Services Miss, China Shortfall, and DRAM Warning
News

Apple (AAPL) Q3 FY2026: Record USD 109.4B Revenue but Stock Sinks 6% on Services Miss, China Shortfall, and DRAM Warning

Apple logged its best June quarter ever with USD 109.4B in revenue and EPS of USD 2.02, both beating consensus. But the stock dropped more than 6% after hours on a USD 480M services miss, a USD 800M China shortfall, cautious 9–11% Q4 guidance, and CEO Tim Cook's warning that surging DRAM/NAND costs are 'a once-in-a-century flood.'

2026.07.31.1
Amazon Q2 2026: Revenue Tops $200B for First Time as AWS Posts Fastest Growth in 18 Quarters
News

Amazon Q2 2026: Revenue Tops $200B for First Time as AWS Posts Fastest Growth in 18 Quarters

Amazon reported Q2 2026 net sales of USD200.6 billion (+20% YoY), crossing the USD200B quarterly threshold for the first time. AWS grew 37% to USD42.2B — its fastest rate in 18 quarters — driven by AI services and custom silicon. GAAP EPS of USD5.75 beat consensus but includes USD53.4B in Anthropic investment gains. Q3 guidance of USD197B–202B midpoint trails consensus. Subsidiary Zoox won the first US federal exemption for paid driverless robotaxis. AMZN rose ~9% after hours.

2026.07.31.1
Verizon's $1.5B Asset-Light Fiber Push: Bain and Tillman Back Eaton to Reach 1 Million New Homes
News

Verizon's $1.5B Asset-Light Fiber Push: Bain and Tillman Back Eaton to Reach 1 Million New Homes

Bain Capital and Tillman Global Holdings announced a $1.5 billion investment in Eaton Fiber on July 29, enabling Verizon's expansion to 1M+ new fiber locations through the acquisition of Ripple Fiber — a 10-state network operator.

2026.07.30.1