Palantir (PLTR) Q2 2026: 'Otherworldly' Commercial Demand Drives 93% Revenue Surge and $500M Guidance Raise
Palantir beat Q2 2026 estimates across the board—revenue +93% to $1.94B, US commercial revenue +149% to $764M—and raised full-year guidance to $8.15B, up $490M from prior targets, sending shares +7.7% after hours.
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.
AbbVie Q2 2026: SKYRIZI Matches Humira's Historic Peak as Apogee Deal Trims EPS Outlook
AbbVie beat Q2 2026 revenue estimates with USD 16.99B (+10.2%), driven by SKYRIZI matching Humira's all-time quarterly peak at USD 5.5B. Shares fell ~2% after the company trimmed full-year EPS guidance by USD 0.14/share to absorb the pending USD 10.9B Apogee Therapeutics acquisition, expected to close Q3 2026.
Chevron (CVX) Q2 2026: Net Income Surges 384% to $12.1B on Record Production and $104 Oil
Chevron Q2 2026: net income +384% to $12.1B, adj. EPS $6.06 beats $5.57 consensus, record U.S. production 2.077 MBOED, and a 20-year 2.67 GW power deal with Microsoft. Adjusted FCF reached $15.4B in a single quarter.
DoorDash (DASH) Under Dual Congressional Probe Over Chinese AI: Kimi K2.6 Use Triggers National Security Review
House Select Committee on China and House Homeland Security launched a dual congressional investigation into DoorDash's use of Chinese AI model Kimi K2.6 on July 31, setting hard deadlines of August 14 for documentation and August 21 for an executive briefing. DASH fell 1.51% to USD 194.55.
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.
Google (GOOGL) Pulls Earth AI Image Tool After One Day
Alphabet (NASDAQ: GOOGL) shipped a generative image tool into Google Earth on July 30 and withdrew it the next day, after researchers used it to paste fabricated bomb craters and nuclear facilities onto real satellite maps.
Korea Market Week Ahead: August 3–8, 2026 — Naver Earnings, Telco Divergence, and Chip Cycle Aftermath
Naver Q2 on Aug 7 (OP consensus KRW 572.7B, +9.8% YoY). SKT +56% vs KT -40% telco divergence. Apple DRAM warning after record Samsung/SK Hynix quarters. BoK meets mid-August.
Apple (AAPL) Q3 FY2026: Record USD 109.4B Revenue but Stock Sinks 6% on Services Miss, China Shortfall, and DRAM Warning
Apple logged its best June quarter ever with USD 109.4B in revenue and EPS of USD 2.02, both beating consensus. But the stock dropped more than 6% after hours on a USD 480M services miss, a USD 800M China shortfall, cautious 9–11% Q4 guidance, and CEO Tim Cook's warning that surging DRAM/NAND costs are 'a once-in-a-century flood.'
Honeywell Aerospace (HONA) Q2 2026 Earnings Miss: Casting Shortage Caps Engine Growth, Stock Falls 23%
HONA Q2 EPS missed 12% ($1.87 vs $2.13); guidance cut on casting shortage. Stock -23% on Aug 6 to $157, ~$163 by Aug 11. Analyst avg target $253 implies 55% upside.
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.