Disney (DIS) Q3 FY2026 Earnings Preview: Can Parks and Streaming Offset ESPN Headwinds?
Disney reports Q3 FY2026 earnings Aug. 5 before bell. Consensus: EPS $1.89 (+17.4% YoY) on $25.41B revenue (+7.4%). DIS at 52-week low; analyst target $130 (+35%).
McDonald's (MCD) Q2 2026 Earnings Preview: Three Watch Points Before the August 4 Bell
MCD Q2 2026 (Aug. 4): EPS $3.32, revenue $7.14B (+4.4%). U.S. comp sales +1.1% consensus; McValue $5 Meal Deal and McCafe traction are the key swing factors.
Vertex Pharmaceuticals (VRTX) Q2 2026 Earnings Preview: Three Watch Points Before the Bell
Vertex (VRTX) reports Q2 2026 today after bell: consensus USD 3.23B rev (+7.6%), EPS USD 4.85. Watch: Casgevy/Journavx ramp, Crinetics deal, VX-828 CF data.
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.
Oracle (ORCL) Locks Pentagon Into $7 Billion, 10-Year Software Deal—What U.S. Investors Need to Know
Oracle (ORCL) won a $7B, 10-year DoD Enterprise Software Agreement on July 23, 2026. The deal saves $441M in taxpayer costs but represents ~1% of Oracle's annual revenue.
AMD Q2 2026 Earnings Preview (August 4): $11.2B Revenue Test and HBM4 Read-Through for SK Hynix, Samsung
AMD Q2 2026 earnings due August 4. Revenue guidance $11.2B (+46% YoY). Data Center ramp, MI400 timeline, and HBM4 read-through for SK Hynix and Samsung investors.
August 7 U.S. Jobs Report: Why the Fed's 9-3 Split Makes Friday Critical for KOSPI Investors
Aug 7 BLS report arrives after the Fed's 9-3 split and June's 57K print. What Korean equity and currency investors need to watch Friday — KOSPI, KRW, Naver Q2.
Korea Value-Up Program: 2026 Status, Index Performance, and What Investors Need to Know
741 Korean companies (85.5% mkt cap) enrolled. Value-Up Index ATH 3,977. Mar 2026 Act mandates treasury cancellations. MSCI upgrade path and investor guide.
Apple CEO John Ternus Takes Over September 1: What the Engineer Era Means for Korean Suppliers
Tim Cook hands Apple's CEO role to hardware engineer John Ternus on September 1. Here is what the leadership shift means for Samsung Display, SK Hynix, and LG Display.
LG Electronics Q2 2026: Q2-Record ₩1.57T OP (+147%) — NVIDIA AI Cooling Orders Exceed ₩600B
LG Electronics Q2 2026: Record revenue ₩23.83T (+14.9%), OP ₩1.57T (+147%). NVIDIA AI cooling orders ₩600B+ H1. Stock -10% on H2 freight headwinds and one-time tariff refund.
HYBE Q2 2026 Results: Record ₩1.45T Revenue, 16% Stock Crash — What the Margin Squeeze Means for Investors
HYBE posted record Q2 2026 revenue of ₩1.45T (+105% YoY) on BTS ARIRANG tour, but shares fell ~16% as gross margin contracted to ~32% from ~43% (QoQ) due to concert cost mix.
Korea Q2 2026 Earnings Season Scorecard: Chips Soar, Banks Break Records, Autos Stumble on U.S. Tariffs
Korea Q2 2026 results: Samsung DS OP KRW 89.2T (70% margin), SK Hynix +557%, KB Financial first KRW 2T quarter, Hyundai -20.8% on tariffs. Foreign investor analysis.