McDonald's (MCD) Q2 2026 Earnings Preview: Three Watch Points Before the August 4 Bell
MCD Q2 2026 (Aug. 4): EPS $3.32, revenue $7.14B (+4.4%). U.S. comp sales +1.1% consensus; McValue $5 Meal Deal and McCafe traction are the key swing factors.
AMD Q2 2026 Earnings Preview (August 4): $11.2B Revenue Test and HBM4 Read-Through for SK Hynix, Samsung
AMD Q2 2026 earnings due August 4. Revenue guidance $11.2B (+46% YoY). Data Center ramp, MI400 timeline, and HBM4 read-through for SK Hynix and Samsung investors.
Capital One Discloses AML Probe Behind Trump Organization Account Closures: Investor Implications for COF
Capital One formally disclosed its anti-money laundering rationale for closing 300+ Trump Organization accounts in a landmark August 1 court filing. The disclosure creates dual legal-regulatory risk for COF as it integrates Discover Financial — and may set a precedent for how U.S. banks must publicly defend AML compliance decisions.
Korea Value-Up Program: 2026 Status, Index Performance, and What Investors Need to Know
741 Korean companies (85.5% mkt cap) enrolled. Value-Up Index ATH 3,977. Mar 2026 Act mandates treasury cancellations. MSCI upgrade path and investor guide.
Leidos (LDOS) Authorizes 20M-Share Buyback, Holds $0.43 Dividend as Q2 Earnings Test DOGE Recovery Thesis
Leidos (LDOS) declared a $0.43 quarterly dividend and authorized a new 20M-share buyback — exhausting its prior 2022 program — ahead of Q2 2026 results on August 4. With the stock down 34% over 52 weeks, analysts see 40% upside. DOGE's July shutdown may now reverse a key contract headwind.
Johnson & Johnson Closes Dual $3.5B Biotech Deals: Firefly DAC Platform Targets KRAS Cancers, Sail Extends Into In Vivo CAR-T
Johnson & Johnson closed two biotech deals on July 29: the $1B Firefly Bio acquisition (Firelink DAC platform for KRAS solid tumors) and a $785M collaboration with Sail Biomedicines with a $2.58B exclusive acquisition option for in vivo CAR-T immunology. Combined 2026 adjusted EPS impact: -$0.64.
SK Telecom Q2 2026 Earnings Preview: +56% OP on USIM Hack Recovery — Three Questions for August 8
SK Telecom (SKM) Q2 2026 call expected around August 8. Consensus OP ₩527.9B (+56.1% YoY) reflects USIM hack base effect. Watch AI data center, margins, and H2 guidance.
Amgen (AMGN) Discloses Data Breach: Patient PHI and R\&D Data Stolen from Cloud Infrastructure
Amgen filed SEC 8-K (Item 1.05) disclosing patient PHI, proprietary data, and potential R\&D exfiltration from third-party cloud systems. Stock -0.6% AH. Tavneos regulatory risk running in parallel.
Naver (035420.KS) Q2 2026 Earnings Preview: Three Questions for August 7 as AI Ads Go Live
Naver Q2 2026 earnings due August 7. Consensus OP ₩572.7B (+9.8% YoY). Three watch points: FIFA cost drag, AI Briefing ads launched July 21, NVIDIA $1B deal dilution.
Starbucks (SBUX) Q3 FY2026: Comp Sales +7.9%, Adj. EPS Beats by 29%, Niccol Raises Full-Year Guidance
Starbucks Q3 FY2026 (ended June 28): U.S. comp sales +7.9%, non-GAAP EPS $0.85 beat $0.66 consensus by 29%, non-GAAP margins +430 bps. Niccol raises FY26 EPS to $2.55–$2.65.
Korean Dividend Withholding Tax Guide: Rates, ADR Rules & Refund for U.S. Investors (2026)
South Korea withholds 22% on dividends paid to non-residents. U.S. investors qualify for a 15% treaty rate on ADRs automatically. Rates, forms, and refund steps explained.
Tesla Denies China Business Sale as SpaceX Merger Speculation Escalates
Tesla's Elon Musk dismissed WSJ reports that the company is exploring selling its China business to enable a SpaceX merger, calling it 'absurdly fake news.' TSLA closed -2.97% at $298.32. Analysis of the Shanghai factory's strategic weight, merger structure hurdles, and what investors should track.