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.
Palantir (PLTR) Q2 2026 Earnings Preview: Eight Straight Beats, $1.8B Revenue Test, and the NHS Data Controversy
Palantir Technologies (PLTR) reports Q2 2026 tonight after the U.S. market close. Analysts expect USD1.812B revenue and USD0.34-0.35 EPS — an eighth consecutive beat. Three watch points: US commercial acceleration, FY guidance raise above USD7.65B, and the NHS England data disclosure controversy.
S&P Global (SPGI) Q2 2026: Ratings, Indices Power 23% EPS Beat as USD 7B Buyback Signals Confidence
S&P Global Q2 2026 earnings: Adj. EPS USD 4.83 (+23% YoY) beat USD 4.49 consensus by 7.6%. Ratings revenue +17%, Indices 13th consecutive record quarter (+20%). USD 7B buyback raised. SPGI stock fell ~5% as Mobility Global (MBGL) spin-off reshapes valuation.
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.
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.
Amazon's Zoox Wins First U.S. Federal Approval for Steering-Wheel-Free Paid Robotaxi Rides
Amazon's Zoox unit received NHTSA's first-ever federal commercial exemption for a steering-wheel-free, purpose-built robotaxi. Up to 2,500 vehicles per year authorized over 2 years; paid rides launching in Las Vegas next.
Fed Splits 9-3 to Hold Rates Steady; Warsh Says Five Years of Elevated Inflation Cannot Be Cured in Nine Weeks
Fed held rates at 3.50%-3.75% (9-3 vote) on July 29; three hawks dissented. Chair Warsh said inflation above 2% target 'cannot be cured in nine weeks'. 30-year Treasury hit 5.21% (19-year high); September hike probability climbed to 57.2%.
Amazon Q2 2026: Revenue Tops $200B for First Time as AWS Posts Fastest Growth in 18 Quarters
Amazon reported Q2 2026 net sales of USD200.6 billion (+20% YoY), crossing the USD200B quarterly threshold for the first time. AWS grew 37% to USD42.2B — its fastest rate in 18 quarters — driven by AI services and custom silicon. GAAP EPS of USD5.75 beat consensus but includes USD53.4B in Anthropic investment gains. Q3 guidance of USD197B–202B midpoint trails consensus. Subsidiary Zoox won the first US federal exemption for paid driverless robotaxis. AMZN rose ~9% after hours.
Ulta Beauty (ULTA) Q2 FY2026 Earnings: Beat and Raise, But Why Did the Stock Fall 4%?
Ulta Beauty posted Q2 FY2026 EPS of $6.55 (beat by $0.38) and $3.04B revenue (+8.9%). Guidance was raised, yet the stock fell ~4.2% on August 28. Here's the analysis.
Philip Morris and Altria Revive Manufacturing Ties — What the Duty Drawback Deal Means for PM and MO
PMI and Altria signed a cigarette manufacturing pact (Aug. 23–24, 2026). MO surged ~3.8%, PM +2.60%. The deal taps a duty drawback worth potentially $12B industry-wide.