Microsoft (MSFT) Q4 FY2026: Azure Crosses USD 100B Milestone, EPS USD 4.81 Beats as AI CapEx Holds Steady
Microsoft Q4 FY2026 earnings beat: Revenue USD 90.0B (+18%), Azure +43% crossing the USD 100B annual milestone for the first time. GAAP EPS USD 4.81 beat the USD 4.24 consensus estimate. Q4 capex came in at USD 35.8B, slightly below expectations — a contrast with Meta and Alphabet which raised AI spending forecasts. MSFT rose 3-8% after hours.
Booz Allen Hamilton Prices $1.2B in Senior Notes to Close $720M Defense-Tech Acquisition
Booz Allen Hamilton priced USD 1.2B in senior notes to fund its USD 720M acquisition of Ultra Mission Solutions, a defense-tech firm with encryption and edge-compute capabilities for contested military environments, with closing targeted for August 4, 2026.
SKHY ADR Premium Week 3: 22% Gap Rebounds on Q2 Miss as Two-Way Conversion Opens
SKHY ADR premium rebounded to 22% on July 29 as KRX fell harder than Nasdaq on Q2 miss. Forward quota is zero---structural analysis for US investors.
eBay Pays $55.7 Million to Settle Cyberstalking Lawsuit; Former CEO Wenig Contributes $2 Million
eBay Inc. (NASDAQ: EBAY) agreed to pay a combined $55.7 million to settle a civil lawsuit with e-commerce newsletter writers Ina and David Steiner, closing a six-year legal saga over a 2019 corporate harassment campaign that led to seven criminal convictions.
Visa Q3 FY2026: Revenue Climbs 14% to $11.6B, EPS Beats on FIFA World Cup Tailwind
Visa Q3 FY2026: Net revenue USD 11.6B (+14% YoY) and non-GAAP EPS USD 3.32 (+11%) both beat consensus. Payment volume grew 10%, cross-border volume 13%, with FIFA World Cup 2026 boosting host-city transactions ~20% YoY. USD 4.9B in share repurchases. After-hours stock eased 0.3% to USD 361.51.
Pentair Acquires Taco Group for USD 1.4B as Pool Slump Drags Q2 Revenue Down 17%
Pentair (NYSE:PNR) signed a definitive agreement to acquire Taco Group Holdings for USD 1.4 billion at approximately 10.5x 2026E EBITDA. On the same day, Q2 2026 revenue declined 17% to USD 932.6M driven by a USD 170M pool channel inventory correction, while adjusted EPS of USD 1.14 beat estimates by USD 0.02.
Tokio Marine, Backed by Berkshire's $1.8B NICO Stake, Eyes Suncorp in Potential A$20B-Plus Australian Deal
Tokio Marine, Berkshire's $1.8B NICO-backed partner, is eyeing Australia's Suncorp Group (~A$20B) — the first real test of the Berkshire–Tokio Marine joint M&A alliance.
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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.
Electronic Arts Goes Private: $55B Saudi-Led LBO Closes Today as Q1 Bookings Disappoint
EA's USD55B Saudi PIF-led buyout closes August 4, 2026 — the largest LBO ever. Q1 net bookings miss at USD1.35B vs USD1.48B estimate; Battlefield 6 flags post-launch engagement decline.
Pfizer (PFE) Q2 2026: Non-COVID Portfolio Beats Estimates as Paxlovid Collapses 95%
Pfizer Q2 2026: adj. EPS $0.77 beat $0.68 est. (+13.2%); revenue $15.0B topped consensus. Eliquis +19%, Padcev +23%. FY2026 revenue guidance raised to $60.5–$62.5B.
McDonald's (MCD) Q2 2026: Adj. EPS Beats, U.S. Traffic Slips — Loyalty Hits $40B
MCD Q2 2026: Adj. EPS $3.38 beats consensus. Revenue $7.1B broadly in line. U.S. comps +0.8% on falling traffic. Loyalty $40B milestone. New U.S. president named.