GE Aerospace (GE) Q2 FY2026: Payouts Outrun Cash Flow
General Electric Company, operating as GE Aerospace, paid $5.4B in dividends and treasury-stock purchases against $4.46B of continuing operating cash after capital spending.
August 2026 Payrolls Triple the Consensus at 162K — Three Scenarios for the September 16 Fed Decision
August nonfarm payrolls jumped 162K vs. 53K consensus; unemployment held at 4.1%. CME FedWatch hike odds ≥66% — September 11 CPI is the final swing factor.
Amphenol (APH) Q2 2026: Operating Income Up 82%, Margin Hits 29.5%
The $10.7 billion CommScope deal did not dilute Amphenol's margins — it arrived on top of an already accelerating base business. Second-quarter net sales rose 5
AMD Commits Up to $5 Billion to Anthropic — Three Watch Points as the IPO Prospectus Arrives
AMD committed up to $5B in equity to Anthropic alongside a 2-gigawatt GPU deal. IPO prospectus expected imminently. Three watch points for AMD investors.
The Trade Desk (TTD) Q2 FY2026: Cost Shift Lifts Sales
The Trade Desk’s Q2 FY2026 sales rose 3.0% from a year earlier, but operating profit fell 13.0%. Revenue growth partly reflected changes in service and data offerings that moved certain supplier costs from revenue deductions to operating expenses.
Advanced Micro Devices (AMD) Q2 FY2026 Cash Flow: $30.3B in Purchase Commitments
AMD's Q2 FY2026 filing shows $30.3 billion of unconditional purchase commitments against $13.1 billion of cash and short-term investments. Of those commitments, $17.4 billion falls due in the remainder of FY2026.
Apple September 9 Event: iPhone 18 Pro and iPhone Ultra — Three Watch Points for AAPL Investors
Apple Sept. 9 event: iPhone Ultra at $1,999–$2,500 analyst starting-price range, iOS 27 Siri AI 12GB gate, Pro list pricing — three watch points for AAPL investors.
American Express (AXP) Q2 2026: Benefit Costs Jump 50%, Provision Drop Drives 62% of Pretax Gain
American Express refreshed its U.S. Platinum card last year, raised the fee, and loaded the card with new benefits. One year on, both lines are growing — but the cost line is growing faster than the fee line.
Sanders' AI Superintelligence Ban Act: Three Watch Points for MSFT, AMZN, and GOOGL Investors
Sen. Sanders's bill to ban superintelligent AI and pause frontier development targets Microsoft, Amazon, and Alphabet — a policy risk even if Congress fails to advance it.
Old Dominion (ODFL) Q2 2026: H1 Profit Up 12.5%, Operating Cash Flow Up 3.9%
Old Dominion’s first-half net income rose 12.5%, while cash generated by operations increased just 3.9%. The Q2 FY2026 profit recovery thus sits alongside slower operating cash growth over the first six months; these first-half figures do not establish the cash-growth trend for Q2 alone.
Adobe (ADBE) Q3 FY2026 Margins: Revenue Rose 12.9%, but Costs Grew Faster
Adobe’s Q3 FY2026 sales growth produced less operating profit per dollar because costs grew faster than revenue. Revenue rose 12.9% to $6.76B, while combined cost of revenue and operating expenses rose 15.5% to $4.41B.
IQVIA (IQV) Q2 FY2026 Margins: $93M in Added Costs Offset Segment Profit Growth
IQVIA’s second-quarter sales growth produced no additional operating profit: a $93 million increase in combined business-segment profit was fully offset by higher corporate expenses, depreciation and amortization, and restructuring costs.