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.
Walmart Closes $1.4B Vibe.co Deal, Building a Full-Funnel CTV Ad Empire
Walmart completed its USD 1.4B acquisition of Vibe.co on Aug. 4, integrating the self-serve CTV advertising platform into Walmart Connect as the retailer accelerates its retail media push against Amazon and Google.
Merck (MRK) Q2 2026: Keytruda Holds as Terns Deal Charges Sink Reported Profit — Revenue Guidance Raised
Merck Q2 2026 revenue USD 16.6B beat consensus on Keytruda, Winrevair, and Welireg momentum, while the Terns acquisition IPRD charge drove a non-GAAP EPS loss of -USD 0.13.
Disney (DIS) Q3 FY2026 Earnings Preview: Can Parks and Streaming Offset ESPN Headwinds?
Disney reports Q3 FY2026 earnings Aug. 5 before bell. Consensus: EPS $1.89 (+17.4% YoY) on $25.41B revenue (+7.4%). DIS at 52-week low; analyst target $130 (+35%).
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.
Broadcom (AVGO) Loses EU Court Bid Over VMware Documents—What U.S. Investors Need to Know
EU General Court rejects Broadcom's emergency bid to block Commission access to U.S. attorney-client privileged documents, clearing the path for the VMware antitrust probe. AVGO investors face potential software revenue headwinds but analysts maintain Strong Buy with USD 527.88 target.
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.
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.
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.
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.
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.
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.