Airbnb (ABNB) Q2 2026: Revenue Rises 17% to USD 3.61B, EPS Beats by 8.7%, Stock +12% After-Hours
Airbnb Q2 2026: revenue +17% to USD 3.61B, EPS USD 1.37 beat est. USD 1.26. Q3 guide midpoint USD 4.73B topped USD 4.61B est. Shares +12% AH; first full beat in four quarters.
Disney (DIS) Q3 FY2026: Streaming OP Doubles to USD 712M as Experiences Revenue Reaches USD 10B
Disney Q3 FY2026: adj EPS USD 2.06 beat USD 1.88 est. Streaming OP more than doubled to USD 712M. Experiences record USD 10B. Toy Story 5 over USD 1B. Buyback to USD 9B.
ConocoPhillips (COP) Q2 2026: Profit Nearly Doubles to USD 3.9B as CEO Lance Retires
COP Q2 adj. EPS USD 3.24 beat est. by 9.5%; net income +95% to USD 3.9B on record Permian output. CEO Lance retires Sept. 1; CFO O'Brien succeeds.
Paramount Skydance Wins UK CMA Nod for $110B WBD Deal — March 2027 State AG Trial Is the Primary Barrier
UK CMA cleared Paramount Skydance USD 110B WBD deal—cleared by or not challenged in 66 jurisdictions. March 2027 trial defers closing; WBD 17.4% upside to offer price.
Boeing-Lockheed Rocket JV Seeks $500M as Vulcan Grounding Strains ULA Finances
ULA raises $500M via private bond after Vulcan Centaur's NSSL grounding. LMT guaranteed up to $500M; SpaceX is now the sole operational national security launch provider.
AbbVie's USD 10.9B Apogee Acquisition Funded: Bond Market Draws USD 63B Demand as Skyrizi Tops USD 5.5B
AbbVie raised USD 10B in bonds with USD 63B demand to fund its USD 10.9B Apogee Therapeutics acquisition. Skyrizi Q2 revenue hit USD 5.5B (+24%) as Humira falls 36%. FY2026 guidance raised to USD 67.6B.
Salesforce Locks In $1.6 Billion VA Contract—What Agentforce's Federal Breakthrough Means for CRM Investors
Salesforce (CRM) won a $1.6B, 3-year VA contract for Agentforce AI serving 17M+ veterans. Agentforce ARR hit $1.2B (+205% YoY)—a federal AI signal for CRM investors.
AstraZeneca Explores $400B Bristol-Myers Squibb Mega-Merger: Antitrust, Oncology, and What It Means for Korean CDMOs
Bloomberg and the Financial Times report that AstraZeneca has held preliminary discussions about acquiring Bristol-Myers Squibb in a deal that could create a $400 billion pharmaceutical giant. The combination would face three-jurisdiction antitrust review, while Korean CDMO Samsung Biologics stands as a potential beneficiary of the enlarged pipeline.
Visa Eliminates 2,600 Jobs as AI Reshapes Payments: What Investors Need to Know
Visa announced 2,600 layoffs (7% of workforce) on July 28, 2026, the same day it reported Q3 FY2026 net revenue of USD 11.6B (+14% YoY). CEO McInerney cited AI-driven efficiency; USD 563M severance charge booked. Value-Added Services surged 34% YoY to USD 3.8B. Wall Street consensus: Strong Buy, avg target USD 401.
Apple Reports Record Q3 Revenue of $109.4B, But AAPL Slides 8% on Supply-Constrained Q4 Outlook
Apple reported Q3 FY2026 revenue of $109.4B (+16% YoY), beating consensus, with iPhone up 22% and EPS of $2.02. However, AAPL fell 8% after hours as Q4 guidance of +9–11% revenue growth fell short of the 12% consensus, and Services missed estimates. Gross margin of 50.1% included a ~2pp one-time tariff refund tailwind.
SKHY Below IPO Price — SK Hynix Q2 Preview: Three Questions for Wednesday's ₩64T Earnings Call
SKHY trades at $143, 4% below its $149 IPO. Full Q2 results Wednesday July 29 (consensus OP ₩64.1T, +596% YoY). Three key questions for the conference call.
Berkshire's Q2 2026 13F: Alphabet Surges to Third-Largest Holding at $37B, Delta Air Lines Stake Up 44%
Berkshire's Q2 13F shows Abel nearly doubled Alphabet stake to $37B (#3 holding) and raised Delta Air Lines 44% to $5.4B as total portfolio hit $299B.