
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.

Take-Two Interactive (TTWO) Q1 FY2027: Revenue Beats by 12.7%, CEO Calls GTA VI Preorders 'Unprecedented'
Take-Two (TTWO) Q1 FY2027 revenue USD 1.533B beat by 12.7%. CEO: GTA VI preorders 'unprecedented,' topping internal forecasts. FY2027 guidance USD 8.0–8.2B reaffirmed.

Skyworks (SWKS) Q3 FY2026: Dividend Cut, USD 2B Buyback as Qorvo Merger Hits Final China Review
Skyworks Q3 FY2026 revenue beat guidance at USD 934.8M; dividend eliminated for a USD 2B buyback as Qorvo merger enters China SAMR final review stage.

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 Dividend halved to $0.28/yr. 2026 guidance withdrawn.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.
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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.

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.