PremiumSouthern Company (SO) Q2 FY2026: Data Center Surge Drives 23% Adjusted EPS Beat
Southern Company (NYSE: SO) reported Q2 FY2026 adjusted EPS of $1.13, beating consensus by $0.13 (+23% YoY). Net income rose 33% to $1.17B. AI-driven data center load surged 55% YoY, with a landmark 3.2 GW OpenAI deal signed near Savannah. Management raised full-year guidance to "at or near the top" of $4.50–$4.60 and expanded the five-year capital plan to $81B.
PremiumCVS Health (CVS) Q2 FY2026: Net Income Up 2.9x to $2.98B — Stock Falls 6% Despite Guidance Raise
CVS Health posted Q2 2026 revenue of $106.1 billion (+7.3%), operating income of $4.70 billion (+97.5%), and net income attributable to CVS Health of $2.98 bill
PremiumIntuit Posts 10% Revenue Growth in Q3 FY2026, Raises Full-Year Outlook as AI Platform Strategy Gains Traction — Then Cuts 17% of Workforce
- Total revenue rose 10% year-over-year to $8.56 billion in Q3 FY2026 (three months ended April 30, 2026), beating expectations across all four operating segmen
PremiumVertex (VRTX) Q2 2026: ALYFTREK +266%, Margin Slips to 37.4%
Vertex's flagship TRIKAFTA is shrinking, and that is by design. TRIKAFTA/KAFTRIO revenue fell 2.1% to $2,497.2 million in the second quarter, but its successor
PremiumPalo Alto (PANW) Q3 FY26: $177M Loss, Organic Profit +55%
Palo Alto Networks posted its first quarterly net loss since fiscal 2022 — $177 million, against $262 million of net income a year earlier — and the acquisition
Agilent Technologies (A) Q2 FY2026: Net Income Surges 58%, but Core Revenue Growth Is Just 6.3% — Non-GAAP EPS $1.49, $950M Biocare Acquisition Underway
Agilent Technologies reported Q2 FY2026 revenue of $1.84B (+10%), but core growth was just 6.3%. Non-GAAP EPS rose 14% to $1.49. The $950M Biocare acquisition adds near-term balance sheet pressure.
PremiumGeneral Motors (GM) Q2 2026: $2.3B EV Charge Masks 8.6% GMNA Margin as GM Lifts 2026 Guidance
General Motors Q2 2026: Revenue $48B, Adj. EPS $3.57 beat $3.13 consensus. GMNA adjusted margin reaches 8.6%, driving a second FY2026 guidance raise to $14–16B EBIT-adjusted. A $2.3B EV realignment charge, rising warranty liabilities, and $4.1B in cash EV reset payments require scrutiny.
ServiceNow (NOW) Q2 FY2026: $1B AI ACV Milestone Reached as Revenue Surges 24% — But the EPS Gap Demands Attention
ServiceNow Q2 FY2026 deep dive: $3.987B revenue (+24%), $1B+ AI ACV milestone, cRPO $13.2B, non-GAAP EPS $0.90 vs $0.81. Analysis of the EPS growth gap, FCF trajectory, and H2 margin outlook.
PremiumPublic Storage Q2 2026: Core FFO Falls 2.6% as Same-Store Revenue Slips — NSA Merger Reshapes Scale
Public Storage Q2 2026: Core FFO/share $4.17 (-2.6%), same-store NOI -2.2%, GAAP up 45.7% (FX distortion). NSA merger closes, adding 1,000+ properties. Full analysis.
PremiumUnion Pacific (UNP) Q2 2026: Zero Buybacks, Record Operating Income, and a $20B Bill Coming
Union Pacific bought back exactly zero shares in the first half of 2026, against 11.86 million shares for $2.68 billion a year earlier. That single line explain
PremiumNVIDIA (NVDA) Q1 FY27: $15.9B Investment Gains Lift EPS to $2.39, vs $1.87 Non-GAAP
Net income tripled, but the chip business did not. Of NVIDIA's $69,903 million in pre-tax income for the quarter ended April 26, 2026, $15,929 million — 22.8% —
PremiumS&P Global (SPGI) Q2 FY2026: Ratings Revenue Hits $1.34B as Mobility Separates, EPS Guidance Raised Again
S\&P Global Q2 FY2026: Revenue +10.4% to $4.15B, adjusted EPS +23.2% to $4.83. Ratings margin 68%, Indices +20%. Mobility separated July 1. FY2026 adj. EPS guidance raised to $17.50-17.75.