Coca-Cola (KO) Q2 2026: EPS Beats Fifth Straight Quarter, Volume Hits 17-Year High, Guidance Raised
Coca-Cola Q2 2026: comparable EPS $0.97 (+11%) beats for fifth straight quarter; trademark volume +5%, strongest in 17 years; FY2026 guidance raised; stock +26% YTD.
Berkshire Hathaway Q2 2026: Greg Abel Ends 14-Quarter Selling Streak With USD 10B Alphabet Bet
Berkshire Q2 net income doubled to USD 25.7B; CEO Greg Abel ended 14 quarters of net selling with USD 19.8B in net equity purchases, including a USD 10B Alphabet stake.
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 Dividend halved to $0.28/yr. 2026 guidance withdrawn.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.
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.
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.