Galaxy Digital's (NASDAQ: $GLXY) stock is down 5% after the crypto firm and artificial intelligence (A.I.) data centre provider issued financial results that disappointed Wall Street.
The company reported an earnings per share (EPS) loss of -$0.09 U.S., which beat consensus forecasts that called for a loss of -$0.28 U.S.
However, revenue in the period totaled $8.56 billion U.S., down 15% sequentially from $10.21 billion U.S. in the year's first quarter and missing Wall Street's forecast.
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#wall #NASDAQ

Marathon Petroleum (MPC) posted $17.73 EPS against a $13.95 estimate as its refining margin nearly doubled to $36 per barrel.
Valero (VLO) warns margins could drop 28% by 2027, but structural limits keep today's crack spreads historically wide. No new U.S. refinery has been built since 1976.
Act now: the **** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Marathon Petroleum didn't make the cut. Grab the names FREE today.
Marathon Petroleum (NYSE:MPC) reported $17.73 in quarterly earnings per share against a $13.95 estimate, and its stock is up 90.47% year to date. If you have been grumbling at the pump about $4.08 gasoline, congratulations, you found the party. However, you were not invited unless you were invested here.
CNBC's Pippa Stevens laid out the setup on air Tuesday. "Fuel prices are high and crude has pulled back, creating a perfect situation for the refiners. EPS up 975% quarter over quarter and nearly 350% year over year." That is the whole thesis in two sentences. Marathon booked $5.14 billion in net income, up from $1.22 billion a year earlier, and returned over $2.80 billion to shareholders in a single quarter. Revenue landed at $51.99 billion. That cleared the $41.44 billion consensus.

#quarter #valero #NVIDIA

Circle Internet Group (NYSE:CRCL) shares rose around 7% in pre-market trading after the stablecoin issuer reported second-quarter results in line with expectations, secured the first federal bank charter granted to a stablecoin company and raised parts of its full-year outlook.
The company also announced that BlackRock, Visa and Mastercard will serve as validators for its upcoming blockchain network.
Circle reported second-quarter earnings of $0.18 per share, matching the Wall Street consensus estimate.
Total revenue and reserve income increased 7% year over year to $701 million. As no **** yst consensus was available for this metric, no beat or miss comparison could be made.
Net income from continuing operations reached $48 million, representing a year-over-year improvement of $530 million, largely reflecting lower stock-based compensation expenses following the company's initial public offering in the second quarter of 2025.

#quarter #stablecoin #company #consensus

Zimmer Biomet Holdings (NYSE:ZBH) reported better-than-expected second-quarter results and increased its guidance for the full year, helping lift the medical technology company's shares more than 4% in pre-market trading.
The company posted adjusted earnings of $2.07 per share, exceeding the Wall Street consensus estimate of $2.01. Revenue rose 4.8% year over year to $2.18 billion, ahead of ***** yst expectations of $2.14 billion. On an organic constant-currency basis, revenue increased 4.0%.
Following its stronger first-half performance, Zimmer Biomet raised its adjusted earnings per share guidance for fiscal 2026 to between $8.47 and $8.59.
The midpoint of the revised range, $8.53 per share, is above the Wall Street consensus estimate of $8.47.
The company also increased its revenue outlook, now expecting reported sales growth of between 3.9% and 4.9%, compared with its previous forecast of 2.5% to 4.5%.

#zimmer

Bloomin' Brands (NASDAQ:BLMN) shares surged around 20% in pre-market trading after the restaurant operator reported second-quarter results that exceeded Wall Street expectations and raised its earnings guidance for the full year.
The company posted adjusted earnings of $0.39 per share, outperforming the ***** yst consensus estimate of $0.29 by $0.10. Revenue increased 1.3% year over year to $1.02 billion, exceeding market expectations of $1.0 billion.
Bloomin' Brands recorded U.S. comparable restaurant sales growth of 2.3% during the quarter.
Bonefish Grill led the group's performance with comparable sales growth of 8.1%, followed by Carrabba's Italian Grill at 1.7%, Fleming's Prime Steakhouse & Wine Bar at 1.6% and Outback Steakhouse at 1.4%.
Following the stronger-than-expected quarter, Bloomin' Brands increased its adjusted earnings guidance for fiscal 2026.

#bloomin #year #grill #market

Dynatrace (NYSE:DT) shares climbed more than 7% in pre-market trading after the software company reported first-quarter fiscal 2027 results that topped Wall Street expectations, supported by continued demand for its AI-powered observability platform.
The company posted adjusted earnings of $0.48 per share, beating the ****** yst consensus estimate of $0.44. Revenue increased 16% year over year to $554.5 million, ahead of the expected $549.3 million.
Chief Executive Officer Rick McConnell said enterprise customers continue to invest heavily in cloud infrastructure and artificial intelligence initiatives.
"Dynatrace delivered an exceptional quarter, led by 41% organic net new ARR growth," McConnell said. "Demand continues to strengthen as enterprises expand cloud-native workloads and accelerate their AI initiatives."
Annual recurring revenue (ARR) rose 17% from a year earlier to $2.136 billion on both a reported and constant-currency basis.

#mcconnell #cloud

Owens Corning (NYSE:OC) reported stronger-than-expected second-quarter results, beating Wall Street forecasts for both earnings and revenue and sending its shares nearly 4% higher in pre-market trading.
The building materials manufacturer posted adjusted earnings of $3.93 per share, comfortably ahead of the ***** yst consensus estimate of $3.07. Quarterly revenue totalled $2.76 billion, exceeding expectations of $2.65 billion and remaining broadly unchanged from the same period last year.
The company generated an adjusted EBITDA margin from continuing operations of 24% during the quarter, highlighting resilient profitability despite a mixed market environment.
Chair and Chief Executive Officer Brian Chambers said the results reflected the benefits of the company's strategic transformation.
"These outstanding second-quarter results demonstrate the strength of our reshaped company," Chambers said. "Our performance is a direct result of our strategic pivot to build a large-scale, residential-focused building products company with unique and unifying competitive advantages across market-leading businesses."

#quarter #chambers #revenue

Lineage said the cold storage market is still working through a supply overhang after the industry added too much capacity in response to the pandemic. It estimates the market is 10% overbuilt, noting it has idled some locations recently and that a few competitors are on the brink of shutting down.
Lineage (NASDAQ: LINE) ceased operations at 10 facilities last year and at 5 locations so far this year. The actions have idled 2.5 million square feet, or 1% of its U.S. portfolio. It said on a Wednesday quarterly call with **** ysts that some locations could come back online.
It plans to sell roughly $1 billion in **** ets, using the proceeds to deleverage the balance sheet (from 6x net debt-to-EBITDA to 5-5.5x). Management said supply rationalization will ultimately favor scaled providers with automation and transportation capabilities.
The company reported a net loss of $32 million for the second quarter on Wednesday before the market opened. Adjusted funds from operations (AFFO) of 76 cents per share came in 5 cents lower year over year.
Consolidated net revenue of $1.36 billion was 1% higher y/y and slightly ahead of the $1.35 billion consensus estimate.

#lineage

The reported quarter was strong, yet management added far more to its full-year outlook than the quarter itself beat its own guidance by, and the contract book explains why.
Palantir Technologies (PLTR) rose 30% on the first trading day after its Q2 2026 report, in which revenue grew 93% year over year. Those results are not what changed the case. The bigger change was in the outlook, and behind the outlook is a record quarter of U.S. commercial contract signings.
Management Added Close To Half A Billion To The Year's Guide
Revenue of $1.935 billion was up 93% year over year, landing roughly $135 million above the guidance of about $1.80 billion management had set for Q2 2026. Adjusted earnings of $0.41 a share cleared a $0.35 consensus, though $0.02 of that per-share figure came from unrealized gains on the company's stake in **** eX rather than from running the business. The forward guide is where the quarter changed shape: management lifted full-year 2026 revenue guidance to $8.15 billion from about $7.66 billion, close to $500 million added in one step, and called it the largest full-year raise the company has ever made.
The Raise Rests On Contracts, Not On One Quarter's Revenue

#billion #revenue #full #guidance

Uber (UBER) reported second quarter results on Wednesday that beat on bookings and profit, but shares fell as the ride-hailing giant's bookings guidance missed ******* yst projections. Uber says its robotaxi push is still well underway, with investments set to grow.
Uber sees third quarter gross bookings of $58.25 billion to $60.25 billion, with a midpoint of $59.25 billion that missed the $59.32 billion ******* yst consensus, per Bloomberg. Gross bookings measure the total dollar value of rides and orders, like Uber Eats deliveries, on the platform.
Uber shares slipped more than 6% on Wednesday.
Uber CFO Balaji Krishnamurthy blamed an approximate "1 percentage-point currency headwind" that is expected to impact year-over-year growth.
For the quarter, Uber reported gross bookings of $58.0 billion versus $57.17 billion expected, up 24% year over year. Uber posted adjusted EPS of $0.81 that matched estimates, with adjusted EBITDA coming in at $2.82 billion versus $2.79 billion consensus, up 33%.

#year #gross #missed

The stock of Circle Internet Group (NYSE: $CRCL) is down 5% after the stablecoin issuer reported mixed financial results.
For the year's second quarter, Circle posted earnings per share (EPS) of $0.18 U.S., which topped ****** ysts' consensus estimate of $0.16 U.S.
However, revenue in the April through June period totaled $701 million U.S., missing forecasts of $712 million U.S.
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Galaxy Digital's (NASDAQ: $GLXY) stock is down 5% after the crypto firm and artificial intelligence (A.I.) data centre provider issued financial results that disappointed Wall Street.
The company reported an earnings per share (EPS) loss of -$0.09 U.S., which beat consensus forecasts that called for a loss of -$0.28 U.S.
However, revenue in the period totaled $8.56 billion U.S., down 15% sequentially from $10.21 billion U.S. in the year's first quarter and missing Wall Street's forecast.
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#down #glxy

Florida football junior center Harrison Moore has been named to the Rimington Trophy watch list, an award given to college football's top center.
A transfer from Georgia Tech, the 6-foot-4, 293-pound Moore appeared in 11 games and made eight starts for the Yellow Jackets in 2025. Moore helped anchor an offensive line that allowed just nine sacks (0.69 per game) during the season.
The Trophy Committee worked with Pro Football Focus (PFF) to narrow down its list to the top 40 centers PFF grades every player on every play of every game on how well they execute their given ******* ignment. That play-by-play grading allowed the Trophy committee to create a watchlist based both on nominations from the schools and data provided by PFF.
Dave Rimington, the award's namesake, was a consensus first-team All-America center at the University of Nebraska in 1981 and 1982, during which time he became the John Outland Trophy's only two-time winner as the nation's finest college interior lineman.
Moore is projected to replace former Florida Gators center Jake Slaughter, a two-time All-American and two-time Rimington Award finalist in 2024 and 2025. Slaughter was taken in the second round by the Los Angeles Chargers in the 2026 NFL draft.

#every #Football

Shares of AppLovin (NASDAQ: APP) were heading lower today, as the adtech company came up short in its second-quarter earnings report.
Given that the high-growth company is trading at a lofty valuation, the sell-off on the news wasn't surprising. As of 10:49 a.m. ET, the stock was down 19.6%.
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Revenue was up 53% to $1.92 billion in the quarter, which was short of the ****** yst consensus at $1.94 billion.
Management said on the earnings call that the business underperformed in the core gaming segment due to slower-than-normal model improvement, which the company said is the key driver of its growth. The consumer/e-commerce segment, which represents a huge opportunity for the company, remained strong.

#company

Anyone spending time to do fantasy football player projections has my respect, and we should take value in what they say, especially if we take a consensus of the top projectors. At Yahoo Fantasy, we have consensus projections from our Fantasy Plus parters, and today I'll be comparing the projections from them and other top-tier projectors to find the best and worst ADPs on Yahoo.
Join or create a Yahoo Fantasy Football league for the 2026 NFL season
Of course, we aren't only drafting off of the best median projections in a game about ranges of outcomes, but this will give us a good baseline to work from in terms of the best times to draft each position. And for the nerds who care, I'm using QB15, TE15, RB36 and WR40 as the "replacement" for this half-PPR data. That should account for leagues with flex spots and makes the data lean slightly more towards the flex-eligible positions, which seems sharp.
Here's a look at 2026 projected fantasy points over replacement.
The major takeaways from the chart are QBs are too expensive and the early round RBs are still projecting well.

#projections #projectors #flex

What happened: Software stocks declined on Thursday as shares of Datadog (DDOG), Figma (FIG), and HubSpot (HUBS) plummeted more than 15% following their quarterly results.
Shares of software peers Salesforce (CRM) and ServiceNow (NOW ) also dropped, along with Workday (WDY) and Cloudflare (NET).
What's behind the move: The software sector has been attempting a rebound since April lows as investors worry that AI will disrupt industry business models. They are therefore viewing earnings with high scrutiny. Datadog's quarterly results beat on the top and bottom line, but the company's adjusted gross margin of 80% came in slightly below the ***** ysts' consensus estimate of 80.7%.
Meanwhile, Figma's quarterly results also beat on the top and bottom lines, but the software design and collaboration company flagged rising AI inference spending, or the ongoing cost of running user prompts through AI models.
"We do not charge our customers for their usage of products that are currently in beta, and we bear the cost of inference without offsetting consumption revenue," Figma CFO Praveer Melwani said during the company's earnings call. "As a result, gross margin will vary from quarter-to-quarter in the near term."

#quarterly #figma #shares #gross

Pfizer has upgraded the bottom-end of its full-year (FY) revenue outlook by $500m as performance from the drugmaker's lead products more than compensated for weaker Covid-19-related sales.
Pfizer now expects 2026 revenue to land between $60.5bn and $62.5bn, up from the $59.5bn to $62.5bn range it previously forecast.
According to the big pharma company, the revised outlook reflects a $1.5bn better-than-expected performance from its non-Covid products. Sales for Covid-19 products, which include antiviral Paxlovid and mRNA vaccine Comirnaty, are conversely expected to bring in $1bn less. The former's sales were down 95% in Q2, while the latter dropped 34%.
Pfizer emerged as a pharmaceutical powerhouse during the pandemic, but lower infection rates and narrower use cases mean its Covid-19 brands are impacting the company's bottom line.
Pfizer still recorded revenues of $15bn in Q2, up 3% from the same quarter in 2025, meaning its non-Covid products more than offset headwinds. This figure beat consensus estimates, as per Citi ******* ysts.

#covid #sales #bottom #performance

Palantir Technologies (NASDAQ: PLTR) stock charged sharply higher Tuesday, climbing as much as 27.7%. As of 11:36 a.m. ET, the stock was still up 26.3%.
The catalyst that sent the data mining and artificial intelligence (AI) software specialist higher was its quarterly financial report, which helped quash concerns about a looming AI slowdown.
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Palantir continues to defy detractors who believe that the company's results simply can't get any better.
For the second quarter, Palantir delivered personal best revenue of $1.94 billion, an increase of 93% year over year and 19% quarter over quarter. This marked the 12th successive quarter of accelerating growth. This drove adjusted earnings per share (EPS) of $0.41. ******* ysts' consensus estimates called for revenue of $1.81 billion and EPS of $0.35, so the results exceeded Wall Street's already lofty expectations.

#palantir #higher #called

Zebra Technologies (NASDAQ: ZBRA) stock broke into a run on Tuesday morning, up 20.3% as of 11 a.m. ET. The rugged-device and **** et-tracking specialist reported strong second-quarter results before the opening bell, and the stock is now trading at fresh 52-week highs.
Zebra's adjusted earnings hit $6.35 per share. **** yst consensus was $4.36. Zebra's own guidance in May topped out at $4.50, so management beat the optimistic end of its own homework by 41%. Sales rose 20.4% to $1.56 billion, with organic growth of 9.2% and gains in every region.
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A $73 million tariff recovery flattered the quarter, and only $41 million of that promised payback has materialized as cash so far.
But that's OK. Strip out the tariff payback benefits, and earnings still come in near $5.10 per share. Zebra's beat survives the tariff asterisk.

#signal #tariff #Stock

Hotchkis & Wiley, an investment management company, released its second-quarter 2026 investor letter for the "Hotchkis & Wiley Mid-Cap Value Fund." A copy of the letter can be downloaded here. Equity markets posted strong returns in the second quarter of 2026, with the Russell Midcap Index rising 13.8% and the Russell Midcap Value Index returning 13.4%, despite concerns about inflation, a hawkish Federal Reserve, and rising oil prices due to the Iran conflict. Narrow market leadership was evident, particularly semiconductor stocks and other stocks in the AI sector, which saw returns exceeding 100%. The Firm favors quality businesses with attractive valuations, believing that fears regarding AI's impact are overstated. The Hotchkis & Wiley Mid-Cap Value Fund lagged the Russell Midcap Value Index, achieving a 4.74% return in the second quarter, primarily due to underperformance in technology and energy sectors, while stock selection in healthcare contributed positively. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Hotchkis & Wiley Mid-Cap Value Fund highlighted Centene Corporation (NYSE:CNC) as a leading performance contributor. Centene Corporation (NYSE:CNC) is a US-based healthcare enterprise that offers services to underinsured and uninsured families and commercial organizations. On August 3, 2026, Centene Corporation (NYSE:CNC) closed at $63.76 per share, reflecting a market capitalization of $31.49 billion. Centene Corporation (NYSE:CNC) posted a one-month return of -3.57%, while its shares gained 146.27% over the past 52 weeks.
Hotchkis & Wiley Mid-Cap Value Fund stated the following regarding Centene Corporation (NYSE:CNC) in its Q2 2026 investor letter:
"Centene Corporation (NYSE:CNC) is a managed care organization focused on the Medicaid market, with approximately 28 million at-risk enrollees and one of the largest Medicaid market share among publicly traded peers. It is a capital-light business well positioned to potentially benefit as the U.S. continues shifting healthcare toward government-funded, cost-controlled programs. Centene outperformed sharply this quarter as adjusted EPS beat consensus by 48%, management raised full-year guidance, and investors gained confidence that the Medicaid margin recovery and ACA membership reset were both tracking ahead of plan."
Centene Corporation (NYSE:CNC) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 72 hedge fund portfolios held Centene Corporation (NYSE:CNC) at the end of the first quarter, compared to 78 in the previous quarter. While we acknowledge the potential of Centene Corporation (NYSE:CNC) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our fre

The S&P 500 Index ($SPX) (SPY) today is up +1.13%, the Dow Jones Industrial Average ($DOWI) (DIA) is up +1.55%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +2.21%. September E-mini S&P futures (ESU26) are up +1.20%, and September E-mini Nasdaq futures (NQU26) are up +2.30%.
Stock indices are climbing today, with the S&P 500 and Dow Jones Industrials posting new all-time highs and the Nasdaq 100 posting a 2.5-week high. Strength in technology stocks is leading the broader market higher on some better-than-expected earnings results. Palantir Technologies is up more than +27% after reporting stronger-than-expected Q2 revenue and raising its full-year revenue forecast. Also, Zebra Technologies is up more than +19% after reporting better-than-expected Q2 EPS and raising its full-year EPS forecast. In addition, Caterpillar is up more than +5% after reporting Q2 adjusted EPS that was well above the consensus.
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#expected #Stock

McDonald's Corp (NYSE:MCD, XETRA:MDO) beat Wall Street's profit expectations in the second quarter and named a new leader for its US business, capping a shakeup at the top of the company's largest market.
The fast-food giant posted earnings per share of $3.32, matching estimates and up 6% year-over-year.
Net income came in at $2.36 billion, a 5% increase from the prior year and in line with forecasts. Revenue rose 4% to $7.1 billion, in line with ******* yst estimates of $7.13 billion.
Global comparable sales rose 1.3%, just below the 1.4% growth ******* ysts had expected and down from 3.8% growth in the first quarter, according to Bloomberg consensus data.
In the US, comparable sales grew for a fifth consecutive quarter, rising 0.8%, slightly below the 0.9% growth forecast and well under the 2.5% gain posted in the same period last year. Sales growth in the company's international operated and licensed market segments was roughly in line with expectations.

#line #estimates

Pfizer Inc (NYSE:PFE, XETRA:PFE) beat Wall Street expectations for its second-quarter 2026 results and raised the midpoint of its full-year revenue guidance, as growth from launched and acquired products helped offset declines in its COVID-19 portfolio.
The pharmaceutical company reported adjusted earnings of $0.77 per share for the quarter, above the $0.68 expected by ****** ysts. Revenue came in at $15.03 billion, compared with the $14.40 billion consensus estimate.
Pfizer reported quarterly revenue of $15.0 billion, up 1% on an operational basis from a year earlier. Excluding Comirnaty and Paxlovid, revenue increased 5% operationally, while revenue from launched and acquired products rose 18% operationally.
The company reported a GAAP loss of $0.04 per share, reflecting $4.3 billion in non-cash intangible ****** et impairments.
Pfizer raised its 2026 revenue guidance by $500 million at the midpoint to a range of $60.5 billion to $62.5 billion. The company reaffirmed its adjusted diluted earnings guidance of $2.80 to $3.00 per share, which includes an approximately $0.10 impact from its transaction with Innovent Biologics.

#company

Westlake Corporation (NYSE:WLK) reported second-quarter 2026 results that exceeded Wall Street forecasts, supported by stronger profitability in its Performance and Essential Materials business.
The better-than-expected performance lifted the company's shares 2.78% in pre-market trading.
Westlake posted adjusted earnings of $2.01 per share, ahead of the ******* yst consensus estimate of $1.86.
Revenue reached $3.27 billion, slightly above market expectations of $3.25 billion and representing an 11% increase from $2.95 billion in the second quarter of 2025.
The results reflected higher sales volumes and improved pricing across several product categories.

#quarter

Every earnings season has a moment where a CEO says something that cuts through the noise. Not a guidance range or a revenue beat. Something that reframes how investors are supposed to think about the company. Meta's Q2 call on July 29 had one of those moments, and it didn't come from the income statement.
The numbers themselves were rough. Earnings per share dropped 13% year over year to $6.18, missing Wall Street's $7.10 consensus by nearly a dollar. Free cash flow fell almost 91% to just $784 million, down from $8.55 billion a year earlier. Capital expenditure hit $31.1 billion in the quarter alone, nearly double what Meta spent in the same period last year. The stock fell roughly 8% to 10% in after-hours trading. The company had already slid 21% since July 15. None of that was new information by the time Zuckerberg opened his mouth on the call.
What Zuckerberg said on that call is what investors who have been selling need to sit with.
Meta has been building AI infrastructure at a pace that has alarmed some investors. Capital expenditures hit $31.1 billion in just the second quarter, nearly double what Meta spent in the same quarter a year earlier. The company has guided to $130 billion to $145 billion in full-year 2026 capex, more than double the $72 billion it spent in 2025. The question everyone has been asking is whether any of that spending will ever pay back, according to Fortune.
More Mark Zuckerberg:

#call #nearly #quarter

Cummins Inc. (NYSE:CMI) shares fell more than 8% after the engine manufacturer reported second-quarter 2026 results that featured record revenue but earnings below Wall Street expectations.
While demand remained strong across several end markets and the company raised its full-year outlook, investors focused on the weaker-than-expected profit performance.
Cummins reported adjusted earnings of $6.73 per share, missing the ***** yst consensus estimate of $7.26.
Revenue climbed to a record $9.5 billion, exceeding market expectations of $9.33 billion and representing a 9% increase from the same period last year.
Net income attributable to ***** mins rose to $932 million, or 9.9% of sales, compared with $890 million a year earlier.

#year #reported #expectations #billion

Hamilton Lane Incorporated (NASDAQ:HLNE) reported first-quarter results that comfortably exceeded Wall Street expectations, although the stock fell nearly 4% in pre-market trading as investors looked beyond the headline earnings beat.
The private markets investment firm also raised its full-year outlook for adjusted EBITDA and earnings.
Hamilton Lane posted adjusted earnings of $1.94 per share, well above the ****** yst consensus estimate of $1.46.
Revenue reached $275.33 million, exceeding market expectations of $218.33 million by roughly 26%.
Despite the stronger-than-expected financial performance, the shares declined 3.88% following the earnings release, suggesting investors remained cautious about other elements of the outlook.

#outlook #million

The S&P 500 Index ($SPX) (SPY) today is up +0.73%, the Dow Jones Industrial Average ($DOWI) (DIA) is up +1.03%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +2.00%. September E-mini S&P futures (ESU26) are up +0.72%, and September E-mini Nasdaq futures (NQU26) are up +1.94%.
Stock indices are moving higher today, with the S&P 500 and Dow Jones Industrials posting record highs and the Nasdaq 100 posting a 2.5-week high. Strength in technology stocks is leading the broader market higher on some better-than-expected earnings results. Palantir Technologies is up more than +21% after reporting stronger-than-expected Q2 revenue and raising its full-year revenue forecast. Also, Zebra Technologies is up more than +18% after reporting better-than-expected Q2 EPS and raising its full-year EPS forecast. In addition, Caterpillar is up more than +10% after reporting Q2 adjusted EPS that was well above the consensus.
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#expected #reporting #today

Wayfair (NYSE:W) shares fell around 3% in pre-market trading on Tuesday, even after the online home furnishings retailer reported second-quarter 2026 earnings and revenue that both exceeded Wall Street expectations.
The company delivered solid sales growth, higher customer spending and continued gains in order volumes, but investors remained cautious following the results.
Wayfair reported earnings of $0.95 per share for the second quarter, ahead of the ****** yst consensus estimate of $0.87.
Revenue increased 7.5% year over year to $3.52 billion, surpassing market expectations of approximately $3.45 billion.
Growth was driven primarily by the U.S. business, where demand remained resilient throughout the quarter.

#revenue #Growth #earnings

The global healthcare ecosystem in 2026 is leading to a strong recovery in clinical research, with global pharma R&D investment topping $250 billion and the clinical research organization (CRO) market rising to $72 billion at roughly a 9% annual pace. As biopharma companies move capital into complex biologic pipelines, AI-powered trial improvement, and practical data ******* ysis, outsourcing fervor grows. For industry leaders such as IQVIA Holdings Inc. (NYSE:IQV), this macro environment provides structural tailwinds, allowing scaled global operators to grab high-margin clinical trial operations and lock in multi-year backlog visibility.
IQVIA Holdings Inc. (NYSE:IQV) proved the extent of its operational recovery in its second-quarter 2026 results on July 29, exceeding the upper end of its internal guidance across all main financial indicators and driving an 8.8% pre-market share jump. Total revenue was $4.368 billion, increasing 8.7% year-over-year, exceeding ******* yst estimates, while adjusted diluted earnings per share increased 12.1% year-over-year to $3.15, beating consensus projections of $3.02 to $3.06 by a significant margin. At the same time, adjusted EBITDA increased by 9.2% to $994 million, sustaining a 22.8% margin.
While headline earnings and revenue were solid, the true source of the market's optimism was an impressive spike in clinical bookings. IQVIA's core Research & Development Solutions division recorded record net new bookings of $3.15 billion, up 19% year-over-year, with a strong book-to-bill ratio of 1.22x. Trailing-twelve-month bookings increased 13% to $11.3 billion, bringing the total contracted backlog to a record $34.2 billion. Management anticipates that $9.2 billion of this backlog will be converted into recognized revenue during the coming twelve months.
IQVIA Holdings Inc. (NYSE:IQV) raised its full-year financial guidance for 2026 in response to record backlog visibility. Full-year sales are now expected to range between $17.275 billion and $17.475 billion, with adjusted EBITDA rising to $4.0-$4.05 billion and adjusted EPS targeting $12.80-$13. The new projection includes a 100 basis point improvement in organic growth estimates, as well as M&A contributions, while full-year EBITDA margins are expected to remain unchanged at around 23.2% as internal efficiency measures absorb pass-through cost friction. Operating cash flow also increased 26% year-over-year to $558 million, while free cash flow grew 23.3% to $360 million during the quarter.

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