Mega-Caps — page 2
Buybacks Diverge Across Retail and Chip Names
American Eagle halted program repurchases while Broadcom, Academy Sports and RH kept authorizations moving.
AbbVie Completes $10.9 Billion Cash Purchase of Apogee
The immunology-focused drugmaker closed the all-cash deal that folds a late-stage atopic dermatitis antibody and a respiratory pipeline into its franchise.
Broadcom Posts $29.6 Billion Revenue on 86% Growth
The chipmaker guided fourth-quarter sales to about $34.8 billion, implying 93% year-over-year growth.
Credo Flags 'Bubble' Talk as AI Capex Language Splits Filings
Credo Technology became the first company in the group to name market 'bubble' concerns around AI infrastructure spending, as peers diverged between warning on capex sustainability and doubling down on buildout risk.
Walmart and TJX Buy Back More Stock
Retail giants kept buying shares while software and home-goods firms paused or stopped repurchases.
Nvidia Third-Quarter Revenue Outlook Reaches $108 Billion
The AI chipmaker posted $96.2 billion in second-quarter sales and said it is not assuming any Data Center compute revenue from China in the new forecast.
Walmart Lifts Outlook as Tariff Refunds Fuel Profit Surge
The retailer now expects adjusted earnings of $2.80 to $2.87 a share for the full year after second-quarter operating income jumped 28.8%.
Nvidia to Buy SB Energy in $1.5 Billion Deal
The acquisition secures critical power and land capacity to host exclusive AI factories amid surging global demand for compute infrastructure.
Media Earnings: Demand, Outlook Broadly Upbeat as Costs Diverge
Communications and media companies described a strong demand backdrop and confident guidance for the second quarter of 2026, even as cost management and hiring told a more uneven story.
Healthcare Earnings: Demand Surges, Costs Bite Back
Healthcare and pharma companies described broad-based patient and prescription demand alongside investment-heavy capex plans, even as input costs emerged as the one category tilting negative.
Financial Services Earnings: Demand Strong, Costs Bite Back
Financial services companies reported broad demand strength and expanding capex plans in 2026Q2, even as rising input costs and a softening insurance pricing cycle complicated the picture.
Banks Post Broad Loan Growth as Funding Costs Ease
Lenders described widespread loan and deposit growth alongside falling deposit costs, even as a chunk of the group flagged rising personnel and technology spending.
Berkshire Hathaway operating earnings rise to $12.98 billion
Net earnings attributable to shareholders rose to $25.67 billion in the second quarter
Institutional Capital Exits Software and Semiconductors
Net rotation in Software & Cloud and Semiconductors fell by over $400 billion as institutional positioning shifted.
Caterpillar hits record quarterly revenue as construction demand accelerates
The industrial manufacturer generated $20.5 billion in sales during the second quarter, the first time the company has exceeded $20 billion in a single period.
IEEPA Refunds Split Importers After Ruling
The Supreme Court’s IEEPA tariff ruling created refunds for some importers, delayed recoveries for others and a new tariff layer as Section 301 duties took effect.
AbbVie Lowers Annual Guidance Following Apogee Therapeutics Acquisition
The biopharmaceutical company reported second-quarter net revenues of $16.990 billion, a 10.2% increase from a year ago.
Visa revenue growth slows as operating expenses climb
The payments processor reported net revenue of $11.6 billion for the third quarter.
J&J to Buy Firefly Bio in $1 Billion Cash Asset Deal
The acquisition hands Johnson & Johnson a degrader antibody conjugate platform aimed at KRAS-driven solid tumors long considered hard to drug.
Volume Growth Carries Global Systemic Banks, Costs Split
Balance growth lifted eight of the season's eleven reporting global systemic banks, while a smaller cluster wrestled with rising costs and normalizing credit in the same breath.
Europe's Bank Margins Diverge as Returns Climb, Capital Slips
Europe's biggest banks are pulling in opposite directions on income and returns even as capital ratios thin out from Tokyo to Wall Street.
JPMorgan Chase Markets Revenue Surges as Investment Banking Rebounds
Net interest income rose 10% year-over-year to $25.6 billion in the second quarter.
Institutional Exits Hit Honeywell in 2026Q2
Honeywell saw a complete withdrawal from eight institutional holders while Intel experienced fragmented positioning shifts.
AbbVie Lowers Annual Profit Guidance Amid Billion-Dollar Acquisition
The biopharmaceutical company reduced its full-year adjusted diluted EPS range to $13.91 - $14.11 following a $10.9 billion deal for Apogee Therapeutics.
Chipmakers Lead a Guidance Season Almost Free of Cuts
Across 130 companies issuing quarterly outlooks, raises outnumbered cuts roughly ten to one, with semiconductor, software and hardware makers reporting no lowered guidance at all.
Companies Report Firm Demand, Relentless Cost Pressure
In first-quarter 2026 filings across 168 domestic companies, cost inflation ran more than five to one negative while demand and capital spending held their ground.
Tesla vehicle deliveries rise 34% on Model 3/Y growth
The electric vehicle maker delivered 480,126 vehicles in the second quarter of 2026.
Input Costs Squeeze Margins Even as Demand Holds Firm
Companies describe resilient demand and steady capital spending this quarter, but input-cost inflation, hiring caution and consumer strain dominate what management teams disclosed.
Micron Revenue Surges 346% to Record as AI Memory Demand Accelerates
The chipmaker posted $25.11 in non-GAAP earnings per share, more than double the prior quarter, as data-center memory revenue nearly tripled year over year.
AbbVie buys Apogee for $10.9 billion as immunology sales accelerate
The drugmaker raised its full-year earnings guidance despite a $0.41 hit from acquired R&D costs.