Eli Lilly Q2 2026 Earnings: GLP-1 Revenue Hits $14.9B, Full-Year Guidance Raised to $87 Billion
Eli Lilly Q2 2026: Revenue $22.97B (+48%), Non-GAAP EPS $8.38 beats $6.07 consensus. Mounjaro $9.9B (+91%), Zepbound $4.9B (+46%). 2026 guidance raised to $85-$87B. Retatrutide BLA Q1 2027.
Electronic Arts Goes Private: $55B Saudi-Led LBO Closes Today as Q1 Bookings Disappoint
EA's USD55B Saudi PIF-led buyout closes August 4, 2026 — the largest LBO ever. Q1 net bookings miss at USD1.35B vs USD1.48B estimate; Battlefield 6 flags post-launch engagement decline.
Pfizer (PFE) Q2 2026: Non-COVID Portfolio Beats Estimates as Paxlovid Collapses 95%
Pfizer Q2 2026: adj. EPS $0.77 beat $0.68 est. (+13.2%); revenue $15.0B topped consensus. Eliquis +19%, Padcev +23%. FY2026 revenue guidance raised to $60.5–$62.5B.
McDonald's (MCD) Q2 2026: Adj. EPS Beats, U.S. Traffic Slips — Loyalty Hits $40B
MCD Q2 2026: Adj. EPS $3.38 beats consensus. Revenue $7.1B broadly in line. U.S. comps +0.8% on falling traffic. Loyalty $40B milestone. New U.S. president named.
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.
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.
Capital One Discloses AML Probe Behind Trump Organization Account Closures: Investor Implications for COF
Capital One formally disclosed its anti-money laundering rationale for closing 300+ Trump Organization accounts in a landmark August 1 court filing. The disclosure creates dual legal-regulatory risk for COF as it integrates Discover Financial — and may set a precedent for how U.S. banks must publicly defend AML compliance decisions.
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.
Leidos (LDOS) Authorizes 20M-Share Buyback, Holds $0.43 Dividend as Q2 Earnings Test DOGE Recovery Thesis
Leidos (LDOS) declared a $0.43 quarterly dividend and authorized a new 20M-share buyback — exhausting its prior 2022 program — ahead of Q2 2026 results on August 4. With the stock down 34% over 52 weeks, analysts see 40% upside. DOGE's July shutdown may now reverse a key contract headwind.
Johnson & Johnson Closes Dual $3.5B Biotech Deals: Firefly DAC Platform Targets KRAS Cancers, Sail Extends Into In Vivo CAR-T
Johnson & Johnson closed two biotech deals on July 29: the $1B Firefly Bio acquisition (Firelink DAC platform for KRAS solid tumors) and a $785M collaboration with Sail Biomedicines with a $2.58B exclusive acquisition option for in vivo CAR-T immunology. Combined 2026 adjusted EPS impact: -$0.64.
SK Telecom Q2 2026 Earnings Preview: +56% OP on USIM Hack Recovery — Three Questions for August 8
SK Telecom (SKM) Q2 2026 call expected around August 8. Consensus OP ₩527.9B (+56.1% YoY) reflects USIM hack base effect. Watch AI data center, margins, and H2 guidance.
Amgen (AMGN) Discloses Data Breach: Patient PHI and R\&D Data Stolen from Cloud Infrastructure
Amgen filed SEC 8-K (Item 1.05) disclosing patient PHI, proprietary data, and potential R\&D exfiltration from third-party cloud systems. Stock -0.6% AH. Tavneos regulatory risk running in parallel.