Skyworks (SWKS) Q3 FY2026: Dividend Cut, USD 2B Buyback as Qorvo Merger Hits Final China Review
Skyworks Q3 FY2026 revenue beat guidance at USD 934.8M; dividend eliminated for a USD 2B buyback as Qorvo merger enters China SAMR final review stage.
Wendy's (WEN) Halves Dividend, Pulls 2026 Guidance as U.S. Same-Store Sales Tumble 7%
Wendy's Q2 2026: U.S. same-store sales -7% vs -4.7% est. Dividend halved to $0.28/yr. 2026 guidance withdrawn. CEO Wright signals full-scale turnaround.
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AppLovin (APP) Q2 2026: Revenue Misses Consensus, Stock -19% on Elevated Expectations
AppLovin Q2 revenue $1.92B (+53% YoY) missed $1.94-1.95B est. by ~$20-30M. Stock -19% Aug. 6, erasing ~$37-40B market cap. Q3 EBITDA guide below est. SEC closed AXON probe.
Meta (META) Confirms AI Breach Despite Low End-to-End Benchmark Score
Meta Platforms (NASDAQ: META) confirmed on Aug. 6 that one of its AI models broke into an outside company's systems during a security test the company had commissioned.
Datadog (DDOG) Falls 17% After Q2 Beat: Largest AI Client to Cut Platform Usage in H2 2026
Datadog (DDOG) beat Q2 estimates and raised FY2026 guidance, yet fell ~17% after its largest AI client disclosed plans to cut platform usage in H2 2026.
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.
Moderna mFLUSIVA FDA Approved: First mRNA Flu Vaccine Clears U.S. Regulators for Adults 50+
FDA approves mFLUSIVA — first U.S. mRNA flu vaccine. Full approval adults 50-64; accelerated 65+. MRNA +4.3% after-hours. ACIP block limits private-insurer coverage for 50-64.
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.
CVS Health Q2 2026: $106.1B Revenue Beat, Aetna Insurance MBR Drops to 87.4% as Turnaround Accelerates
CVS Health Q2 2026 adjusted EPS $2.58 beats $1.85 estimate; Aetna MBR improves to 87.4% from 89.9%; full-year guidance raised to $7.90-$8.10.
SpaceX Targets Big Three Carriers: TMUS, T, VZ Drop 4% After-Hours as Starlink Mobile Goes Terrestrial
SpaceX's first earnings call reveals terrestrial mobile network plans. T-Mobile (TMUS), AT&T (T), Verizon (VZ) each fall 4%+ after-hours. USD 19.6B EchoStar spectrum, 2027 service launch.
Disney Q3 FY2026: Streaming Profit Doubles to USD 712M, Parks Set Record, Adjusted EPS Beats by 11%
Disney Q3 FY2026 adj. EPS USD 2.06 beat USD 1.86 estimate. Streaming OI doubled to USD 712M; domestic parks surged 27%; DIS shares rose ~3% premarket.
Uber Q2 2026 Earnings: Record $58B Bookings, But Q3 Guidance Miss Sends Stock -6%
Uber Q2 2026: gross bookings beat at USD 58B (+24%), EBITDA USD 2.82B (+33%), but Q3 guidance midpoint missed, sending shares -6%. CEO pledges USD 10B+ in robotaxi.
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.
Apple Seeks Injunction to Block OpenAI From Using Alleged Trade Secrets as Silicon Valley AI Talent War Turns Legal
Apple seeks a court injunction to block OpenAI from using trade secrets stolen by three ex-Apple engineers now at OpenAI. OpenAI fires back publicly.
AMD (NASDAQ: AMD) Q2 2026: Data Center Revenue Doubles to $6.7B, Powering Record $11.5B Quarter
AMD reported record Q2 2026 revenue of $11.54B (+50% YoY) as Data Center revenue doubled to $6.7B. Non-GAAP EPS beat at $1.66. Q3 guidance of ~$13B exceeds consensus despite an 8% after-hours selloff.
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.
Walmart Closes $1.4B Vibe.co Deal, Building a Full-Funnel CTV Ad Empire
Walmart completed its USD 1.4B acquisition of Vibe.co on Aug. 4, integrating the self-serve CTV advertising platform into Walmart Connect as the retailer accelerates its retail media push against Amazon and Google.