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30.07.2026 8:51

Komerční banka ve druhém čtvrtletí doručila nižší čistý zisk, ale navýšila provozní výnosy i čistý úrokový výnos. Vedení zůstává optimistické a očekává další růst úvěrů i vkladů v návaznosti na oživení české ekonomiky.

Komerční bance ve druhém kvartálu vzrostl čistý úrokový výnos na 6,5 mld. Kč v souladu s odhadem Patrie (vs 6,40 mld. Kč loni). Čisté výnosy z poplatků vzrostly na 1,8 mld. Kč (odhad Patrie 1,69 mld. Kč) z loňských 1,65 mld. Kč. Čistý zisk náležející akcionářům meziročně klesl na 4,51 mld. Kč (odhad Patrie 4,39 mld. Kč) z loňských 4,64 mld. Kč.

Čisté provozní výnosy narostly na 9,36 mld. Kč (odhad Patrie 9,33 mld. Kč) z loňských 9,04 mld. Kč. Provozní náklady v podstatě meziročně stagnovaly na 4,10 mld. Kč (odhad Patrie 4,02  mld. Kč). Náklady na riziko klesly na 39 mil. Kč (odhad Patrie 115 mil. Kč) proti loňským 529 mil. Kč. Provozní zisk tak skončil meziročně výše na 5,26 mld. Kč (odhad Patrie) proti loňským 4,91 mld. Kč.

"Výborné obchodní výsledky se pozitivně promítly do výnosů banky, ale silná konkurence na úvěrovém i depozitním trhu omezovala zejména růst úrokových výnosů," uvedl generální ředitel Komerční banky Jan Juchelka.

Komerční banka očekává, že v roce 2026 poroste česká ekonomika zhruba o 2,1 %, což by mělo podpořit další růst úvěrů i vkladů. Cílí tak na vyšší jednociferný růst úvěrového portfolia i klientských depozit, střední jednociferný růst výnosů a stabilní náklady, zatímco náklady na riziko by měly zůstat velmi nízké kolem 10 bazických bodů. Díky pokračující digitalizaci (KB+), příznivému vývoji v retailovém i korporátním bankovnictví a ukončení mimořádné daně z neočekávaných zisků chce KB v roce 2026 dosáhnout návratnosti vlastního kapitálu (ROE) 13 až 14 % a poměru nákladů k výnosům 44 až 45 %, přičemž plánuje navrhnout dividendu ve výši 80 % konsolidovaného čistého zisku.

Tagy: výsledky, akcie, Komerční banka
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MGM Buyout: The House Doesn't Always WinMGM Resorts International NYSE: MGM said its second-quarter momentum was supported by record consolidated net revenue, continued growth at its Las Vegas Strip properties, record same-store regional revenue and 20% year-over-year revenue growth at MGM Digital.

Chief Executive Officer and President Bill Hornbuckle said the company’s board continues to evaluate an offer from People Incorporated through a special committee of independent directors. Hornbuckle said he and Chief Financial Officer Jonathan Halkyard would not address the proposal during the question-and-answer session.

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Caesars Surges on Buyout Buzz. Should Investors Take the Bet?Hornbuckle said the company entered the second half with positive momentum across Las Vegas, regional casinos, Macau and digital operations, while construction of its Osaka integrated resort remains on schedule for a fall 2030 opening.

Las Vegas revenue and group business supported results In Las Vegas, MGM reported year-over-year growth in both net revenue and segment adjusted EBITDA during the second quarter. Halkyard said Strip-resort EBITDA was up $25 million year to date, primarily reflecting a recovery at MGM Grand following room renovations and a favorable hold benefit.

3 Bargain Stocks the Market Is Sleeping on Right NowGroup and convention business accounted for 20% of MGM’s room mix during the quarter, keeping the company on pace for that segment to represent 20% of full-year room mix, Hornbuckle said. Technology and hospitality corporate groups, business-to-business trade shows and professional association meetings helped drive the company’s highest second-quarter convention average daily rate, as well as record catering and banquet revenue.

Hornbuckle said April and May were strong, with May benefiting from events and other activity. June was more challenging as summer conditions intensified, though July had been favorable. MGM expects a solid third quarter supported by group business and a larger citywide event calendar, while Hornbuckle said the company has “some work to do” in the fourth quarter.

Chief Operating Officer Ayesha Molino said luxury properties and the group segment remained strong, while the lower end of MGM’s Las Vegas portfolio, particularly Luxor and Excalibur, remained challenged but had stabilized.

MGM’s all-inclusive offering at Luxor and Excalibur has booked more than 30,000 room nights since its launch four months ago, according to Hornbuckle. Nearly half of guests booking the offer were first-time MGM visitors. Molino said the package has supported occupancy, generated higher weekend rates, and delivered a favorable margin profile.

The company is also seeking to draw more local customers to Park MGM through food-and-beverage, parking and free-play offers. Molino cited the resort’s proximity to T-Mobile Arena and Dolby Live, its nonsmoking positioning and its existing local high-end gaming business as factors supporting that effort.

Luxury investment plans remain within current capital framework MGM plans further upgrades to its Las Vegas luxury offerings, including work at Bellagio’s convention and public spaces, potential additional villas, and future room renovations at Aria and The Cosmopolitan. Hornbuckle said the company also sees opportunities to build on the activation of Bellagio’s Lakeside area.

Halkyard said MGM can complete significant renovations within the level of capital expenditures it has maintained over the past several years. Projects that expand the company’s physical footprint or add capacity would likely require capital spending above that base level.

“Las Vegas is our home,” Hornbuckle said, describing the market as the epicenter of gaming and saying MGM intends to continue investing in luxury experiences where returns justify it.

MGM is also preparing to host the Players Era Basketball Tournament in November across Mandalay Bay’s Michelob Ultra Arena and T-Mobile Arena. The tournament will include 24 collegiate basketball programs and will be televised on ESPN networks.

Regional casinos set same-store records MGM’s regional operations produced their best quarterly revenue on a same-store basis, with same-store slot handle rising 4% and slot win increasing 3%, Halkyard said. Several properties posted record revenue during the period, including Empire City, which increased gross gaming revenue in June despite new competition in New York state.

Borgata was a major contributor to record same-store casino revenue and slot win, supported by improvements to high-limit gaming areas. MGM plans to enhance premium lounges at Beau Rivage and Borgata and begin room renovations at Borgata before year-end.

Hornbuckle also pointed to the planned Sphere venue near MGM National Harbor as a potential demand driver. He said projections call for approximately 2.5 million visitors at the roughly 6,500-seat venue and that MGM expects to capture demand given its location next to the property.

Macau volumes recovered following World Cup disruption MGM China maintained a 16.4% market share in the second quarter, up one percentage point sequentially. While Macau volumes declined during June amid World Cup activity, company executives said the weakness was temporary.

Kenneth Feng, CEO of MGM China Holdings, said business volumes and visitation improved beginning in the second week of July. He said Macau gaming revenue had recovered to nearly first-quarter levels in the prior week, while MGM’s property visitation and normalized gross gaming revenue had exceeded first-quarter levels.

Feng said MGM’s strategy in Macau centers on optimizing the yield of its gaming floors through a combination of products, service, innovation and promotions rather than promotions alone. The company recently completed suite conversions and expanded premium gaming space at MGM Cotai, and it has begun design work for about 100 suites at MGM Macau.

Digital operations grow as Osaka construction advances MGM Digital generated 20% revenue growth in the quarter and recorded segment adjusted EBITDA losses of $31 million. Halkyard said the company expects MGM Digital’s full-year EBITDA loss to be lower than last year’s as it calibrates its Brazil operations.

Gary Fritz, chief commercial officer and president of MGM Digital, said MGM’s European LeoVegas and BetMGM-branded businesses are positioned for operating leverage and potentially substantial profitability in 2027. MGM expects those operations to help fund some future growth investments, particularly in Brazil.

At the BetMGM North America venture, MGM said iGaming revenue grew 8% in the second quarter. During the first half, handle per active customer rose 7% and net gaming revenue per active customer increased 9% in iGaming. In online sports betting, handle per active customer increased 18% and net gaming revenue per active customer rose 17%.

In Japan, MGM expects its Osaka funding commitment for the second half of 2026 to be approximately $125 million to $175 million. The company has spent about $600 million to date and expects to deploy roughly $1 billion in each of 2027 and 2028, completing its capital commitments. More than 60% of foundation piles have been completed, and MGM said the project remains on time and on budget.

During the quarter, MGM repurchased about 4.3 million shares for $164 million. Halkyard said the company has reduced its share count by nearly 50% over the past five years.

About MGM Resorts International (NYSE:MGM)MGM Resorts International is a leading global hospitality and entertainment company that develops, owns and operates destination resorts, hotels and casinos. Its properties feature integrated gaming floors alongside luxury accommodations, fine dining and retail outlets, live entertainment venues and convention facilities. The company also offers loyalty programs, sports betting and digital gaming experiences to enhance guest engagement and drive repeat visitation.

The company traces its heritage to the opening of the original MGM Grand Hotel & Casino on the Las Vegas Strip in 1973.

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By Reuters

July 30, 20264:35 AM UTCUpdated 2 hours ago

Toyota bZ7 electric sedan is displayed at the Beijing International Automotive Exhibition (Auto China), in Beijing, China, April 24, 2026. REUTERS/Tingshu Wang Purchase Licensing Rights, opens new tab

CompaniesTOKYO, July 30 (Reuters) - Toyota Motor (7203.T), opens new tab said on Thursday its global ​first-half production and sales fell ‌for the first time in two years, as weaker demand ​in China and a ​model changeover for its popular ⁠RAV4 sport utility vehicle ​weighed on results.

Stay up to date with the latest news, trends and innovations that are driving the global automotive industry with the Reuters Auto File newsletter. Sign up here.

Global sales for ​January-June dropped 2.9% year-on-year to just over 5 million vehicles, as ​a 17.1% decline in ​China offset stronger demand in North America ‌and ⁠Japan.

Global vehicle production shrank 1.2% year-on-year to under 4.9 million vehicles over the ​first six ​months ⁠of the year.

For June, global sales edged ​0.1% higher to 868,454 ​vehicles ⁠and production was up 2.9% at 879,321 cars.

Toyota's figures ⁠include ​sales and production ​at its luxury brand Lexus.

Reporting by Daniel ​Leussink; Editing by Sherry Jacob-Phillips

Our Standards: The Thomson Reuters Trust Principles., opens new tab

Mirion Technologies NYSE: MIR reported second-quarter revenue growth of nearly 20%, driven largely by acquisitions, while organic growth remained modest and the company maintained its full-year outlook on expectations for a stronger second half.

Second-quarter revenue rose 19.7% year over year to $266.8 million. Acquisitions, primarily Paragon, accounted for about 18 percentage points of that growth, while organic revenue increased 1%, in line with management’s April expectations. Adjusted EBITDA increased 27.5% to $65 million, and the adjusted EBITDA margin expanded 150 basis points, supported by pricing and favorable product mix.

Chairman and CEO Tom Logan said rising orders and backlog, along with margin expansion in both operating segments, position the company for an acceleration in the second half of 2026. “We’re maintaining our 2026 full-year guidance, which implies a meaningful step-up in financial performance for the remainder of the year,” Logan said.

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Orders and backlog expand on nuclear demand Second-quarter orders increased 40% to $291 million including a $62 million contribution from Paragon and Certrec. Before acquisitions, core orders rose 10%. The company said nuclear power orders, excluding M&A, grew about 50%, with growth split between demand from the operating nuclear fleet and small modular reactor, or SMR, projects.

Mirion booked $49 million in SMR orders during the quarter, up $42 million from a year earlier. The company’s backlog exceeded $1.1 billion at quarter-end, nearly 40% higher than a year ago. Legacy backlog, excluding additions from Paragon and Certrec, was up 17%, while the legacy installed-base portion of backlog rose nearly 40% year over year.

Logan said the company sees several sources of demand from the existing nuclear fleet, including catch-up spending on deferred maintenance, plant life extensions and upgrades, and digital transformation initiatives. He noted that roughly 80% of Mirion’s nuclear-power revenue is tied to the installed base, producing recurring and repeat business.

Management also cited policy, financing and project developments supporting the nuclear market, including U.S. regulatory proposals intended to streamline licensing, a Department of Energy loan program for reactor construction, and activity in advanced reactor designs. Logan said Mirion, Paragon and Certrec participated in each of four advanced reactor designs that reached criticality under the DOE reactor pilot program.

Large-order momentum tempered by China cancellation Mirion said it won several large opportunities during the second quarter, including a previously disclosed Paragon SMR order, a second portion of another SMR order, and a portion of a radioactive-waste-handling order in its defense and diversified end market. During the first two weeks of July, the company received more than $50 million of large orders, including a European installed-base order and a U.S. Department of Energy order.

Those July awards were partly offset by the cancellation of a Chinese new-build order originally booked in 2019. The associated sites had made little progress amid geopolitical tensions, according to management. The cancellation had no impact on 2026 guidance and only an immaterial effect on Mirion’s long-range guidance, CFO and Medical Group President Brian Schopfer said.

Logan said Mirion does not view the cancellation as signaling broader backlog risk. He said the company remains active in China’s installed base, serving 50 of the country’s 60 operating reactors, and has continued to generate a predictable spare-parts business there. However, he acknowledged that the company has no content in China’s indigenous Hualong reactor program.

Mirion had approximately $160 million of large opportunity awards year to date and about $280 million of opportunities remaining. Management characterized its screening methodology as opportunities above $10 million where it sees a greater-than-50% probability of winning, while emphasizing that timing remains the primary risk.

Segment results and medical outlook Nuclear and Safety revenue increased 31% to $186 million, including 2.3% organic growth. Paragon revenue increased 15% in the quarter and 27% year to date. Nuclear and Safety adjusted EBITDA rose 35% to $51 million, while the segment margin expanded about 70 basis points. Favorable European product mix, cost control and a modest U.S. tariff refund helped offset dilution from the Paragon acquisition.

Although nuclear power orders were strong, organic revenue in that end market was flat, as growth in installed-base and SMR activity was offset by lower new-build revenue. Schopfer said new-build revenue can be uneven based on project timing, but Mirion continues to expect double-digit organic revenue growth in nuclear power for the full year.

Medical segment revenue declined 1% to $81 million, with organic revenue also down 1%. Revenue in radiation therapy quality assurance, or RTQA, continued to grow, but nuclear medicine revenue declined because of delayed hardware demand, and dosimetry faced a difficult comparison with a large prior-year hardware order.

Mirion raised its full-year RTQA organic-growth outlook to double digits from a prior expectation of mid-single-digit-plus growth. The company reduced its nuclear medicine outlook to mid-single-digit growth from a prior double-digit forecast, citing delayed hardware demand that it views as a delay rather than a demand decline. Dosimetry organic revenue is now expected to decline for the year, compared with a prior forecast for flat performance, due to lower hardware revenue and difficult comparisons. Despite the revised end-market assumptions, management said these changes largely offset one another and reiterated full-year Medical segment guidance.

Cash flow, repurchases and second-half expectations Mirion generated $49 million in adjusted free cash flow during the quarter and $60 million in the first half, which Schopfer called the company’s best first-half adjusted free-cash-flow performance since going public. The company attributed the result to higher adjusted EBITDA, working-capital performance, lower cash taxes and refinancing-related benefits.

The company repurchased about 1.4 million shares for approximately $25 million in the second quarter. Year-to-date repurchases totaled roughly $40 million, leaving $40 million authorized under the current program.

Management said approximately 81% of expected full-year revenue is covered by first-half results and backlog expected to convert during the second half, comparable with prior years. For the third quarter, Mirion expects high-single-digit consolidated organic revenue growth, including mid-single-digit growth in Nuclear and Safety and high-single-digit growth in Medical. Consolidated adjusted EBITDA margin is expected to expand year over year, although Nuclear and Safety margins are expected to contract because of Paragon dilution, incentive-compensation comparisons and a greater mix of lower-margin new-build revenue.

About Mirion Technologies (NYSE:MIR)Mirion Technologies Inc NYSE: MIR is a leading global provider of radiation detection, measurement and monitoring solutions. The company's portfolio includes instrumentation, software and service offerings designed to detect, quantify and manage radiation in nuclear power, oil and gas, defense and homeland security, medical imaging and diagnostic applications. Mirion's product suite spans personal and environmental dosimetry, area monitors, digital imaging detectors and turnkey solutions for decommissioning and environmental remediation projects.

Mirion traces its origins to the combination of several established radiation measurement businesses, including the former Canberra nuclear instrumentation division, and has been supported by private equity investors before completing its initial public offering on the New York Stock Exchange in 2023.

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Hayward NYSE: HAYW reported higher second-quarter sales and earnings, citing price realization, stable overall volume and continued demand in its North American installed-base aftermarket business, while maintaining its full-year 2026 outlook.

Net sales increased 6% to $318 million in the second quarter, following 5% growth in the prior-year period. Sales rose 9% in North America, including 7% from price realization and 2% from volume growth, while Europe and Rest of World sales declined 8% amid macroeconomic conditions and geopolitical disruption tied to conflicts in Ukraine and the Middle East.

President and Chief Executive Officer Kevin Holleran said the company’s first-half performance reflected the resilience of its aftermarket-focused business model and execution across its strategic initiatives. For the first half, net sales rose 9%, adjusted EBITDA increased 9%, and adjusted diluted earnings per share increased 18%.

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Second-Quarter Margins and Earnings Gross profit increased 8% to $155 million, while gross margin declined 50 basis points to 48.7%. Senior Vice President and Chief Financial Officer Eifion Jones said the margin pressure was anticipated, reflecting higher specialty-metal, freight and resin costs as well as the timing of surcharges and other mitigation efforts.

Despite the year-over-year decline, Holleran said the quarter produced Hayward’s second-highest quarterly gross margin since becoming a public company. The only higher result was recorded in the second quarter of 2025.

Adjusted EBITDA rose 5% to $93 million, while adjusted EBITDA margin declined 40 basis points year over year to 29.1%. Adjusted diluted EPS increased 8% to $0.26. Jones said Hayward continued to invest in sales and marketing, advanced engineering and customer service during the period.

In North America, net sales reached $278 million. U.S. sales increased 9%, while Canada sales rose 2%, with the Canadian result affected by a weather-related slow start to the season. North American gross margin declined 90 basis points to 50.4% because of inflationary pressures and the timing of mitigation actions.

Europe and Rest of World sales totaled $41 million. Europe sales declined 4%, while Rest of World sales fell 16%, primarily due to disruption from the conflict in the Middle East. However, segment gross margin rose 50 basis points to 37.9%, and adjusted segment income margin was unchanged at 18.1%.

Demand, Inventory and Market Position Holleran said demand remained solid in discretionary product categories including salt chlorine generators, automation and lighting. Commercial pool and industrial flow-control businesses also posted double-digit net sales growth in the first half, he said.

Management said channel inventory levels were consistent with seasonal patterns. Holleran described inventory exiting the second quarter as “very normal” and balanced among the company’s largest channel partners. Jones said the North American channel and primary European markets typically held slightly more than four months of inventory at this point in the year, which was approximately where Hayward stood at the end of June.

The company expects inventories to decline in absolute terms during the third quarter as sales outpace sales into the channel, before channel partners build inventory during the fourth quarter for the following season’s early-buy period. Jones said end-of-year days on hand typically rise as that inventory is pulled into the channel.

Addressing analyst questions about industry competition, Holleran said Hayward believes it has been gaining share over several years. He attributed that view to product innovation, sales and service investments, dealer support, domestic manufacturing, shorter lead times and products designed for replacement and upgrade opportunities.

Hayward said it is expanding its connected-product ecosystem through its OmniX platform and expects to open its sixth Hayward Hub training center in Atlanta during the fourth quarter. The company also said its use of artificial intelligence in customer service has enabled 98% of North American calls to be answered within one second, with 80% resolved without escalation to a live technical-service representative.

Refinancing, Cash Flow and Capital Returns During the quarter, Hayward amended its Term Loan B, extending its maturity to 2033 from 2028 and lowering its spread by 61 basis points. The $960 million loan is expected to reduce annual run-rate interest expense by approximately $6 million, Jones said.

The company also replaced its $425 million asset-based lending revolver, previously due in 2028, with an undrawn $425 million cash-flow revolver maturing in 2031. The new facility provides full availability without a borrowing-base limitation, according to management.

Net leverage fell to 1.5 times at quarter-end from 2.1 times a year earlier, the lowest level since Hayward’s 2021 initial public offering. The company ended the quarter with $483 million in cash equivalents and short-term investments and said total liquidity, including credit-facility availability, exceeded $900 million.

Cash flow from operations was $172 million in the first half, compared with $188 million a year earlier. Free cash flow was $154 million, and the company continues to forecast approximately $200 million of free cash flow for the full year.

Hayward repurchased approximately 4.4 million shares for about $64 million during the first half. Management said its capital-allocation priorities remain organic investment in manufacturing and supply-chain capabilities, strategic acquisitions and opportunistic share repurchases.

Outlook Maintained Hayward reaffirmed its 2026 outlook, forecasting net sales growth of approximately 5% and adjusted diluted EPS growth of approximately 9% to 13%, or $0.84 to $0.87 per share. The outlook assumes net interest expense of about $45 million, a normalized effective tax rate of roughly 24% and capital expenditures of about $40 million.

Jones said Hayward expects full-year gross margins to remain approximately in line with the prior year. Management said it intends to use pricing actions to offset necessary inflation dollar for dollar while relying on productivity, cost-reduction initiatives, nearshoring, dual sourcing and value engineering to preserve structural margins.

About Hayward (NYSE:HAYW)Hayward Holdings, Inc is a leading manufacturer and marketer of residential and commercial swimming pool equipment and related outdoor living products. The company designs, engineers and produces a comprehensive range of products that address water circulation, filtration, heating, sanitation, automation, lighting and cleaning needs for pools and spas. Hayward's offerings include pumps, filters, heaters, salt and chemical sanitization systems, automation controls, lights, robotic cleaners and various accessories that serve both new pool construction and aftermarket renovation markets.

Hayward's product portfolio is organized into several core categories.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].

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New York, New York--(Newsfile Corp. - July 29, 2026) - Kaplan Fox & Kilsheimer LLP is investigating potential securities violations against Fulcrum Therapeutics, Inc. ("Fulcrum Therapeutics" or the "Company") (NASDAQ: FULC).

CLICK HERE TO RECEIVE MORE INFORMATION ABOUT THIS INVESTIGATION

If you are a Fulcrum Therapeutics investor and have suffered losses, or if you have information that could assist in the Fulcrum Therapeutics investigation, you may CLICK HERE to contact us. You may also contact Kaplan Fox by emailing [email protected] or by calling (212) 329-8571.

Fulcrum Therapeutics is a "clinical-stage biopharmaceutical company focused on developing small molecules to improve the lives of patients with rare hematological disorders[.]"

On June 1, 2026, after market close, Fulcrum Therapeutics announced in a press release "the discontinuation of its pociredir program for the treatment of SCD [(sickle cell disease).]" The Company stated that the "meeting minutes from recent end-of-phase interactions with the [U.S. Food and Drug Administration ("FDA")]" "reflected heightened FDA concerns regarding pociredir's benefit-risk profile in SCD, stemming from an unexpectedly high rate of secondary hematologic malignancies observed with Tazverik® (tazemetostat), another PRC2 inhibitor, which was withdrawn from the global market in March 2026." After submitting further information, the FDA "concluded that any pharmacological intervention targeting the PRC2 complex carries equivalent malignancy risk regardless of the specific subunit engaged." As a result, the Company has "no viable regulatory path forward for further clinical development of pociredir."

Following this news, the price of Fulcrum Therapeutics stock declined from a closing price on June 1, 2026 of $6.42 per share to close at $3.14 per share on June 2, 2026, a decline of $3.28 per share, or by 51.09%.

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For decades, Kaplan Fox has represented public pension funds, institutional investors, businesses, and individuals in high-stakes litigation. Through its successful advocacy and precedent-setting victories, the firm has helped shape important areas of securities and corporate law while advancing accountability and protecting investor interests.

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Nvidia (NVDA -3.55%) recently gave up its seat as the world's most valuable company. That title now belongs to Apple, whose shares are up 25% in 2026 (as of July 28). This significantly exceeds the artificial intelligence (AI) stock's muted 6% gain this year.

But it wasn't long ago that Nvidia's market capitalization was firmly above $5 trillion, something that could happen again very soon. Investors worried about the shares' latest fall will take solace in CEO Jensen Huang's bullish call from several weeks ago on the prospects of the AI market.

Image source: Nvidia.

One of the most credible AI executives is telling investors to be optimistic When he was in Seoul, South Korea, in early June, Huang essentially told investors to act aggressively when there's market weakness. At the time, chip stocks were selling off, a rout that's continuing now. Anytime shares in these companies take a hit, it's time to be a buyer, Huang believes.

He thinks the AI revolution is just getting started. During Nvidia's GTC conference in March, Huang said that the business will collect $1 trillion in sales from its chips through 2027, double the previous $500 billion forecast through 2026.

And chief financial officer Colette Kress believes that spending on AI infrastructure will total $3 trillion to $4 trillion by the end of the decade. This isn't a cumulative figure; the colossal sum is an annual outlook. These numbers reveal management's firm belief that demand isn't going anywhere.

Nvidia sits at the center of the AI boom Of course, Nvidia's CEO has every reason to downplay any of the market's concerns regarding the mind-boggling AI build-out. His goal is to drive ongoing optimism among investors. After all, his business is at the heart of the infrastructure boom, providing powerful graphics processing units that data centers need to run AI models. However, given Nvidia's monster success, with revenue and net income up 85% and 211%, respectively, year over year during Q1 2027 (ended April 26), Huang's perspective is definitely credible.

Nvidia might have more skin in the AI game than any other company. For example, it invested $30 billion in OpenAI in March and has taken equity stakes in many other companies. And it's reportedly looking to guarantee $250 billion in financing for OpenAI so the leading AI lab can lease a new data center in Ohio. Nvidia also repurchased $19 billion of its own stock last quarter.

Today's Change

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Watch the hyperscalers Alphabet, a hyperscaler that's rapidly expanding its computing capacity, just raised its 2026 forecast for capital expenditures (capex) to $200 billion (at the midpoint). This shows that the spending isn't letting up. In fact, it's rising.

Based on recent trends, there's a high likelihood that the other hyperscalers will also bump up their capex plans when they report financial results later this week.

The biggest unknown, though, is whether the investment community believes in the durability of this AI revolution. That's the multitrillion-dollar question the market is facing. Jensen Huang will certainly do his best to drive investor bullishness.

SAN DIEGO, July 29, 2026 (GLOBE NEWSWIRE) -- Shareholder rights law firm Robbins LLP is investigating Pentair plc (NYSE: PNR) to determine whether certain Pentair plc officers and directors violated securities laws and breached fiduciary duties to shareholders. Pentair plc provides various water solutions in the United States, Western Europe, China, Latin America, the Middle East, Southeast Asia, Australia, and Canada.

On April 28, 2026, Pentair projected that second-quarter sales would increase approximately 1% and that full-year sales would grow approximately 2% to 4%. During the accompanying earnings call, management acknowledged that Pool distributors could reduce purchases during the second and third quarters but stated that the Company had evaluated a wider range of Pool revenue and income scenarios and incorporated those assumptions into its updated guidance. Management further stated that it had reflected the expected second- and third-quarter sell-in pressure in its guidance.

On July 14, 2026, after the market closed, Pentair disclosed preliminary second-quarter sales of approximately $930 million, representing a decline of approximately 17% compared with its previous forecast of approximately 1% growth. Pentair attributed the results primarily to the adverse impact of Pool channel inventory and estimated that Pool inventory destocking reduced second-quarter Pool sales by approximately $170 million and Pool segment income by approximately $105 million. The Company stated that the inventory realignment with major channel partners was “more pronounced” than previously estimated.

Pentair also substantially reduced its full-year outlook. The Company now expects annual sales to decline approximately 4% to 7%, compared with its previous forecast of 2% to 4% growth, and reduced its adjusted earnings-per-share guidance to approximately $4.60 to $4.80 from approximately $5.30 to $5.40. Pentair estimated that Pool channel destocking and inventory right-sizing would reduce full-year Pool sales by approximately $250 million and Pool segment income by approximately $155 million. The Company separately announced that Chief Financial Officer Nicholas Brazis had departed on July 10, 2026, and that former Pentair CFO Bob Fishman had been appointed interim CFO.

Following the disclosure, Pentair shares declined approximately 22% in premarket trading on July 15, 2026, after closing at $75.68 on July 14, 2026.

What Now: If you lost money in your investment of Pentair plc, contact Robbins LLP for information about your rights.

All representation is on a contingency fee basis. Shareholders pay no fees or expenses.

Contact us to learn more:

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About Robbins LLP: A recognized leader in shareholder rights litigation, Robbins LLP has helped restore more than $1 billion in value to shareholders, secured some of the largest recoveries in shareholder derivative litigation history, and achieved governance reforms at over 400 Fortune 1000 companies.

"Behind everything we do is the belief that companies should be governed responsibly, fiduciaries should be held accountable, and shareholders deserve transparency and fairness," said Brian J. Robbins, Founding Partner of Robbins LLP.

To be notified if a class action against Pentair plc settles or to receive free alerts when corporate executives engage in wrongdoing, sign up for Stock Watch today.

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FMC (FMC - Free Report) came out with quarterly earnings of $0.26 per share, beating the Zacks Consensus Estimate of $0.21 per share. This compares to earnings of $0.69 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +23.81%. A quarter ago, it was expected that this chemical producer would post a loss of $0.39 per share when it actually produced a loss of $0.23, delivering a surprise of +41.03%.

Over the last four quarters, the company has surpassed consensus EPS estimates three times.

FMC, which belongs to the Zacks Agriculture - Operations industry, posted revenues of $841.4 million for the quarter ended June 2026, missing the Zacks Consensus Estimate by 7.03%. This compares to year-ago revenues of $1.05 billion. The company has topped consensus revenue estimates just once over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.

FMC shares have lost about 21.1% since the beginning of the year versus the S&P 500's gain of 8.5%.

What's Next for FMC?While FMC has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.

Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.

Ahead of this earnings release, the estimate revisions trend for FMC was unfavorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #5 (Strong Sell) for the stock. So, the shares are expected to underperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.61 on $940.28 million in revenues for the coming quarter and $1.61 on $3.7 billion in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Agriculture - Operations is currently in the top 40% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

One other stock from the same industry, Cibus (CBUS - Free Report) , is yet to report results for the quarter ended June 2026.

This developer and licensor of plant traits for seed companies is expected to post quarterly loss of $0.26 per share in its upcoming report, which represents a year-over-year change of +57.4%. The consensus EPS estimate for the quarter has been revised 18.6% higher over the last 30 days to the current level.

Cibus' revenues are expected to be $1.41 million, up 51.6% from the year-ago quarter.

Ingevity (NGVT - Free Report) came out with quarterly earnings of $1.74 per share, beating the Zacks Consensus Estimate of $1.31 per share. This compares to earnings of $1.39 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +32.82%. A quarter ago, it was expected that this company would post earnings of $0.84 per share when it actually produced earnings of $1.15, delivering a surprise of +36.9%.

Over the last four quarters, the company has surpassed consensus EPS estimates two times.

Ingevity, which belongs to the Zacks Chemical - Specialty industry, posted revenues of $314.1 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 4.91%. This compares to year-ago revenues of $365.1 million. The company has topped consensus revenue estimates two times over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.

Ingevity shares have added about 25.9% since the beginning of the year versus the S&P 500's gain of 8.5%.

What's Next for Ingevity?While Ingevity has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.

Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.

Ahead of this earnings release, the estimate revisions trend for Ingevity was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $1.64 on $304.7 million in revenues for the coming quarter and $5.05 on $1.12 billion in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Chemical - Specialty is currently in the top 38% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

Another stock from the same industry, Linde (LIN - Free Report) , has yet to report results for the quarter ended June 2026. The results are expected to be released on July 31.

This gas supplier is expected to post quarterly earnings of $4.49 per share in its upcoming report, which represents a year-over-year change of +9.8%. The consensus EPS estimate for the quarter has been revised 0.6% higher over the last 30 days to the current level.

Linde's revenues are expected to be $8.96 billion, up 5.5% from the year-ago quarter.

C.H. Robinson Worldwide, Inc. (CHRW) Q2 2026 Earnings Call July 29, 2026 5:30 PM EDT

Company Participants

Charles Ives - Senior Director of Investor Relations
David Bozeman - President, CEO & Director
Michael Castagnetto - President of North American Surface Transportation
Arun Rajan - Chief Strategy & Innovation Officer
Damon Lee - Chief Financial Officer

Conference Call Participants

Thomas Wadewitz - UBS Investment Bank, Research Division
Jeffrey Kauffman - Citizens JMP Securities, LLC, Research Division
Ken Hoexter - BofA Securities, Research Division
Bascome Majors - Stephens Inc., Research Division
Scott Group - Wolfe Research, LLC
Jonathan Chappell - Evercore ISI Institutional Equities, Research Division
Stephanie Benjamin Moore - Jefferies LLC, Research Division
Richa Talwar - Deutsche Bank AG, Research Division

Presentation

Operator

Good afternoon, ladies and gentlemen, and welcome to the C.H. Robinson Second Quarter 2026 Conference Call. [Operator Instructions] As a reminder, this conference is being recorded Wednesday, July 29, 2026.

I would now like to turn the conference over to Chuck Ives, Senior Director of Investor Relations.

Charles Ives
Senior Director of Investor Relations

Thank you, operator, and good afternoon, everyone. On the call with me today is Dave Bozeman, our President and Chief Executive Officer; Michael Castagnetto, our President of North American Surface Transportation; Arun Rajan, our Chief Strategy and Innovation Officer; and Damon Lee, our Chief Financial Officer.

I'd like to remind you that our remarks today contain forward-looking statements. Slide 2 in today's presentation list factors that could cause our actual results to differ from management's expectations.

Our earnings presentation slides are supplemental to our earnings release and can be found in the Investors section of our website at investor.chrobinson.com.

Today's remarks also contain certain non-GAAP measures, and reconciliations of those measures to GAAP measures are included in the presentation.

With that, I'll turn the call over to Dave.

David Bozeman
President, CEO & Director

Arm Holdings plc (ARM) Q1 2027 Earnings Call July 29, 2026 5:00 PM EDT

Company Participants

Ian Thornton - Vice President of Investor Relations
Rene Haas - CEO & Director
Jason Child - Executive VP & CFO

Conference Call Participants

Joseph Quatrochi - Wells Fargo Securities, LLC, Research Division
Sebastien Cyrus Naji - William Blair & Company L.L.C., Research Division
Gary Mobley
Thomas O'Malley - Barclays Bank PLC, Research Division
Vivek Arya - BofA Securities, Research Division
Vijay Rakesh - Mizuho Securities USA LLC, Research Division
Yu Shi - Needham & Company, LLC, Research Division
Kinney Chin - TD Cowen, Research Division
Timm Schulze-Melander - Rothschild & Co Redburn, Research Division

Presentation

Operator

Good day and thank you for standing by. Welcome to the Arm First Quarter Fiscal Year 2027 Webcast and Conference Call. [Operator Instructions] Please be advised that today's conference is being recorded. I would now like to hand the conference over to your first speaker today, Ian Thornton, Vice President of Investor Relations.

Ian Thornton
Vice President of Investor Relations

Thank you, and welcome to our first quarter fiscal '27 earnings call. On the call are Rene Haas, Arm's Chief Executive Officer; and Jason Child, Arm's Chief Financial Officer. Today's call contains forward-looking information about the company and its financial results. While these statements represent our best current judgment, our business is subject to many risks and uncertainties that could cause actual results to differ materially.

Important risk factors that may affect our business and future financial results are described in our annual report on Form 20-F filed with the SEC. Arm assumes no obligation to update any forward-looking statements. We will also refer to non-GAAP financial measures.

Reconciliations of these non-GAAP financial measures to the most directly comparable GAAP measures can be found in our shareholder letter as can a discussion of certain projected

Viking Therapeutics, Inc. (VKTX) Q2 2026 Earnings Call July 29, 2026 4:30 PM EDT

Company Participants

Stephanie Diaz
Brian Lian - President, CEO & Director
Gregory Zante - Chief Financial Officer

Conference Call Participants

Steven Seedhouse - Cantor Fitzgerald & Co., Research Division
Ryan Deschner - Raymond James & Associates, Inc., Research Division
Michael Ulz - Morgan Stanley, Research Division
Hardik Parikh - JPMorgan Chase & Co, Research Division
Biren Amin - Piper Sandler & Co., Research Division
Tsan-Yu Hsieh - William Blair & Company L.L.C., Research Division
Annabel Samimy - Stifel, Nicolaus & Company, Incorporated, Research Division
Jay Olson - Oppenheimer & Co. Inc., Research Division
Yale Jen - Laidlaw & Company (UK) Ltd., Research Division
Fiona Shang - Jefferies LLC, Research Division
William Wood - B. Riley Securities, Inc., Research Division
Jeet Mukherjee - BTIG, LLC, Research Division
Gregory Renza - Truist Securities, Inc., Research Division
Daniel Brims - Lake Street Capital Markets, LLC, Research Division

Presentation

Operator

Good day, and welcome to the Viking Therapeutics Second Quarter 2026 Financial Results Conference Call. [Operator Instructions] And as a reminder, this conference call is being recorded today, July 29, 2026. I would now like to turn the conference over to Viking's Manager of Investor Relations, Stephanie Diaz. Please go ahead, Stephanie.

Stephanie Diaz

Hello, and thank you all for participating in today's call. Joining me today is Brian Lian, Viking's President and CEO; and Greg Zante, Viking's CFO. Before we begin, I'd like to caution that comments made during this conference call today, July 29, 2026, will contain forward-looking statements under the safe harbor provisions of the U.S. Private Securities Litigation Reform Act of 1995, including statements about Viking's expectations regarding its development activities, time lines and milestones.

Forward-looking statements are subject to risks and uncertainties that could cause actual results to differ materially and adversely, and reported results should not be

Sturm, Ruger & Company, Inc. (RGR) Q2 2026 Earnings Call July 29, 2026 4:30 PM EDT

Company Participants

Todd Seyfert - President, CEO & Director
Sarah Colbert - SVP, VP of Administration, General Counsel & Corporate Secretary

Conference Call Participants

Mark Smith - Lake Street Capital Markets, LLC, Research Division
Rommel Dionisio - Aegis Capital Corporation, Research Division

Presentation

Operator

Hello everyone, thank you for joining us and welcome to the Sturm, Ruger & Company Q2 Earnings Call. [Operator Instructions]

I will now hand the conference over to Todd Seyfert, CEO. Please go ahead.

Todd Seyfert
President, CEO & Director

Good afternoon, and thank you for joining us for the Sturm, Ruger & Company's Second Quarter 2026 Earnings Conference Call. I'm Todd Seyfert, President and Chief Executive Officer. Before we get started, I would like to turn it over to Sarah Colbert, our General Counsel, for the caution on forward-looking statements.

Sarah Colbert
SVP, VP of Administration, General Counsel & Corporate Secretary

I'd like to remind everyone that some of the statements we make today will be forward-looking in nature. These statements reflect our current expectations, but actual results could differ materially due to several uncertainties and risks. You can find more information about these factors in our most recent Form 10-K and other filings with the SEC. We do not undertake any obligation to update these forward-looking statements. Reconciliations of any non-GAAP measures discussed today are available in our earnings release and on our website.

Todd Seyfert
President, CEO & Director

Thank you, Sarah. As you saw in today's earnings release, the second quarter represented another meaningful step forward in executing our 2026 plan. We delivered another quarter of strong financial results while making meaningful progress in strengthening the foundation of the business. We improved our manufacturing performance and formally established the Ruger Business

By PYMNTS  |  July 29, 2026

 | 

A day after blasting OpenAI and Anthropic for hoarding information, the drama surrounding Meta’s Q2 earnings call centered around how he would follow up. Listeners didn’t have to wait long for the answer.

“It’s extremely unlikely, if you look out five years from now, that you don’t have billions of people with a personal agent that understands your goals,” Meta CEO Mark Zuckerberg said on the company’s second quarter earnings call Wednesday (July 29), describing software “working on your behalf 24/7” across health, finances, relationships and careers.

That vision, for every one of Meta’s 3.6 billion daily users to have an assistant that never clocks out dominated Meta’s earnings call. Zuckerberg spent his opening remarks describing a future where personal agents handle everything from health to finances, and the rest of the call built directly on that premise: how Meta pays for it, what stands in the way, and why the company believes it will win anyway.

The vision runs into a hard constraint almost immediately: supply. “There’s just nowhere near enough compute for all the demand,” Zuckerberg said, explaining that Meta is fielding offers to sell its own capacity at a premium but prefers to build intelligence on top of it instead, where the margins run higher.

That scarcity is why Meta is racing to stand up the agent layer now, even in pieces. Meta Superintelligence Labs shipped its Muse Spark 1.1 and Muse Image models this quarter, and daily interactions with the Meta AI assistant have climbed sharply since it’s rebuild. Business agents are already live for more than a million businesses on WhatsApp and Messenger, handling customer inquiries and completed sales without a person in the loop.

Zuckerberg pointed to Brazilian rental company Movida as the model he wants to replicate: a WhatsApp agent that runs the entire booking flow start to finish, resolving the vast majority of conversations without human help. That is the pattern Meta is betting will scale to billions of people next.

Zuckerberg’s Case for Why Meta Wins the AI Bet Scarce compute raises an obvious question: Why should Meta, rather than a rival, end up owning this? Zuckerberg’s answer rests on distribution and the flywheel it creates. “When we have a product and a format that works, I would go as far as to say that I think we’re probably the best company in the world at scaling those experiences to billions of people,” he said, describing how usage data feeds back into the models that improve the products.

He did not pretend the wager was small. “I get that this is a big investment and it’s a big bet,” Zuckerberg said. “My personal bet is that the people who invest in this are going to be rewarded and feel very good over time.”

That confidence is the thesis the entire call built toward: an ad business strong enough to fund an all-in push into personal agents, aimed at a future Zuckerberg is convinced is coming regardless of who builds it.

What Else Stood Out Meta hired Kunal Shah, founder of Indian payments company CRED, as its new head of WhatsApp. Zuckerberg said Shah built one of India’s largest payment companies. Instagram reached 2 billion daily active users. Threads crossed 500 million monthly actives, which Zuckerberg called the fastest-growing conversation app ever. WhatsApp peaked at 30 million messages sent per second during the World Cup final, an all-time record for the platform. AI-driven ranking improvements increased ad clicks and conversions across Meta’s platforms. Advantage+ automated campaigns continue to scale as a core part of ad delivery Meta launched Meta One, a new subscription offering more tools and AI features across its apps, with plans to add further tiers and pricing options Zuckerberg revealed that every public Reels and Feed post on Instagram is now automatically run through an LLM and analyzed across dimensions like topic and tone, a milestone the company hit this year. Topline Growth and Future Outlook Meta reported total revenue of $60.8 billion for the quarter, up 28% year over year, with advertising revenue of $59.4 billion, up 27%. Ad impressions grew 14% and the average price per ad rose 12%. Family of apps other revenue crossed $1 billion for the first time, up 73%.

Capital expenditures for the quarter reached $31.1 billion, while free cash flow came in at $784 million. Meta ended the quarter with $90.3 billion in cash and marketable securities against $83.7 billion in debt, and headcount stood at roughly 75,000, down 3%, reflecting about 8,000 employees affected by May’s reduction.

Looking ahead, Meta guided to third-quarter 2026 revenue of $61 billion to $64 billion, full-year 2026 expenses of $165 billion to $169 billion, and full-year 2026 capital expenditures of $130 billion to $145 billion, with the floor raised from its prior outlook.

The company did not provide specific guidance for 2027 capex.

CEO Mark Zuckerberg said that global time spent on Instagram grew by double digits year over year this quarter. Beata Zawrzel/NurPhoto via Getty Images If you can't seem to get off your Instagram scroll, it is not an accident.

During Meta's second-quarter earnings call on Wednesday, CEO Mark Zuckerberg said that global time spent on Instagram grew by double digits year over year this quarter, "largely driven by improvements to our feed and Reels recommendations."

"Our recommendations are also becoming more personalized, surfacing more fresh content while giving people more direct control over what they see," Zuckerberg said, adding that Instagram reels combined "faster inference with a new architecture that draws on deeper user history to improve predictions."

"This drove a 15 basis point increase in sessions on Instagram, with particular strength in reshares and time spent, which are both strong indicators of better content-to-user matching," Zuckerberg added.

According to Zuckerberg, recommendations are trained through automatically feeding every public Reel and post on Instagram to an LLM and analyzing them for topics and tone, which he called "a key building block toward greater personalization."

"And we're working towards including more surfaces on Facebook as well," Zuckerberg said.

Zuckerberg's comments came weeks after the company launched Muse Image in early July, which lets users create AI-generated images from photos on public Instagram accounts of people over 18. By default, eligible public accounts were included without prior notice, triggering a privacy backlash that led to the generation function being shut down in less than a week.

Users could prevent Meta's AI from accessing visual content by going to Instagram's Settings, opening the Share and Reuse section, and switching off the option that lets Meta access photos and videos. There was no such option for text, comments, or audio.

The algorithms have been central to multiple lawsuits filed by more than two dozen states that alleged that Meta designed its products to be addictive to teenagers and children.

During the call, Meta CFO Susan Li said the company expects continued "scrutiny on youth-related issues in several markets" and has "a number of youth-related trials scheduled for this year," which could result in financial losses. The company reported $2.40 billion of charges "related to legal proceedings."

Meta did not immediately respond to a request for comments.

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By PYMNTS  |  July 29, 2026

 | 

Microsoft reported strong growth in its cloud and artificial intelligence businesses while also working to moderate the impact of capital expenditures.

The company said in a Wednesday (July 29) earnings release that during the quarter ended June 30, its Intelligent Cloud revenue increased 32% year over year to $39.3 billion, its Productivity and Business Processes revenue rose 14% year over year to $37.8 billion, and its More Personal Computing revenue declined 4% year over year to $12.9 billion.

Overall, Microsoft’s revenue was up 18% year over year to $90.0 billion, according to the release.

Microsoft Chairman and CEO Satya Nadella said in the earnings release that customers’ confidence in Microsoft’s AI offerings was reflected by Azure revenue topping $100 billion for the first time and Microsoft 365 Copilot surpassing 30 million paid seats.

During a Wednesday earnings call, Nadella said Microsoft 365 Copilot’s net seat adds more than doubled quarter over quarter, the number of conversations per user nearly doubled year over year, and the number of customers with more than 5,000 seats increased seven times year over year.

“NHS England, for example, is rolling out Copilot to 505,000 clinicians and staff, the largest healthcare deployment of its kind, after a trial showed it saved employees an average of 43 minutes per day,” Nadella said during the call.

Microsoft’s capital expenditures increased 70% year over year to $41.0 billion during the most recent quarter, according to a fourth quarter fiscal year 2026 results presentation released Wednesday.

The presentation attributed the increase to supporting customer demand for Microsoft’s cloud and AI offerings as well as the impact of higher component prices.

Microsoft’s capital expenditures expectations for the 2026 calendar year remain unchanged at about $175 billion, while those for full year fiscal 2027 are expected to grow year over year, according to a first quarter fiscal year 2027 outlook presentation released Wednesday.

The outlook presentation said that the expectations for the 2026 calendar year include the impact of a useful life change on future lease classification.

Microsoft Executive Vice President and Chief Financial Officer Amy Hood said during the earnings call that as of the start of fiscal year 2027, the company is extending the estimated useful life of its data centers and office buildings from 15 years to 25.

“The greater impact is on capital expenditures as more of our future data center leases will shift from finance leases to operating leases,” Hood said. “As a result of this update, finance leases are included in capital expenditures while operating leases are not. Outside of this useful life impact, our calendar year 2026 capex investment expectations remain unchanged. However, the shift from finance to operating leases adjusts our expectation to approximately $175 billion.”

Looking ahead, Microsoft expects its total revenue to see double-digit growth during full year fiscal 2027, according to the outlook presentation.

Omega Healthcare Investors (OHI - Free Report) came out with quarterly funds from operations (FFO) of $0.83 per share, beating the Zacks Consensus Estimate of $0.8 per share. This compares to FFO of $0.77 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an FFO surprise of +3.75%. A quarter ago, it was expected that this health care real estate investment trust would post FFO of $0.8 per share when it actually produced FFO of $0.82, delivering a surprise of +2.5%.

Over the last four quarters, the company has surpassed consensus FFO estimates four times.

Omega Healthcare Investors, which belongs to the Zacks REIT and Equity Trust - Other industry, posted revenues of $328.25 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 3.17%. This compares to year-ago revenues of $282.51 million. The company has topped consensus revenue estimates four times over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future FFO expectations will mostly depend on management's commentary on the earnings call.

Omega Healthcare Investors shares have added about 16.5% since the beginning of the year versus the S&P 500's gain of 8.5%.

What's Next for Omega Healthcare Investors?While Omega Healthcare Investors has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's FFO outlook. Not only does this include current consensus FFO expectations for the coming quarter(s), but also how these expectations have changed lately.

Empirical research shows a strong correlation between near-term stock movements and trends in estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of estimate revisions.

Ahead of this earnings release, the estimate revisions trend for Omega Healthcare Investors was favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #2 (Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus FFO estimate is $0.81 on $323.38 million in revenues for the coming quarter and $3.22 on $1.29 billion in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, REIT and Equity Trust - Other is currently in the top 25% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

RLJ Lodging (RLJ - Free Report) , another stock in the same industry, has yet to report results for the quarter ended June 2026. The results are expected to be released on August 6.

This hotel real estate investment trust is expected to post quarterly earnings of $0.49 per share in its upcoming report, which represents a year-over-year change of +2.1%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.

RLJ Lodging's revenues are expected to be $363.96 million, up 0.2% from the year-ago quarter.

Robinhood is moving beyond its original role as a retail broker. And that’s despite the fact that the second-quarter 2026 results shared company’s Wednesday (July 29) earnings call looked like a victory for its trading business.

“The business is firing on all cylinders,” said Shiv Verma, chief financial officer of Robinhood. “We delivered record revenues and drove new highs across equity, option, and event contract volumes, as we continue to win market share. Our product velocity continues to deliver new products for customers and drive a more diversified business, with Robinhood Legend and the Credit Card business joining our growing roster of now 13 different business lines that have reached $100 million-plus in annualized revenues.”

Robinhood reported record quarterly revenue of $1.3 billion, up 32% from a year earlier, alongside $22 billion in net deposits and a 57% adjusted EBITDA margin. Activity reached new highs across equities, options and prediction markets, while the company added its strongest quarterly funded customer gain in almost five years to brush up against the 1 million number.

But executives stressed that Robinhood’s next phase is not primarily about processing more trades. Across prediction markets, tokenized assets, banking and credit cards, the financial platform is attempting to control more of the customer relationship and more of the transaction stack beneath it.

See more: How Uncertainty Became the Engagement Engine of the Digital Economy

Robinhood Sees Its Brokerage as an Acquisition Engine Rather than connecting customers to products, exchanges and market makers operated by others, Robinhood executives shared their goal of becoming the system through which customers receive income, spend money, build savings, invest, access credit and eventually delegate financial decisions to artificial intelligence.

A customer might arrive for stocks, options, crypto, retirement accounts, prediction markets, banking or a credit card. Robinhood’s goal is then to convert that customer into a Gold subscriber and introduce additional services.

Management said roughly 40% to 50% of new customers subscribe to Gold, regardless of which product initially brought them to the platform. Customers who use prediction markets, for example, are also more likely to hold Robinhood retirement accounts. The number of customers who have traded prediction-market contracts has grown from about 1.5 million to nearly 2 million.

Robinhood’s credit card has surpassed 1 million cardholders and is generating more than $17 billion in annualized purchase volume. Its banking offering has attracted more than $3 billion in deposits since beginning its rollout in November. Gold membership reached a record 4.8 million subscribers, equal to 17% of funded accounts.

See also: Prediction Markets Turn Uncertainty Into a Business Model

The platform’s prediction-market joint venture, Rothera, became a top-three U.S. designated contract market shortly after launching. The executives on the call said they expect more Robinhood event-contract volume to migrate to the venue as its capacity grows, and suggested that Rothera could eventually support other futures commission merchants, turning prediction markets from a retail feature into a potential infrastructure business.

Robinhood Chain reflects the same ambition in digital assets. Built around tokenized real-world assets, the blockchain generated more than $12 billion in decentralized-exchange volume shortly after launch and became one of the fastest networks to surpass 100 million transactions.

The emerging strategy is straightforward: acquire customers through a growing range of products, move more of their financial lives onto the platform and increasingly own the rails that process their activity.

But adding products is easier than making them feel like one financial experience.

Banking Is Becoming Robinhood’s Funding Layer, but Orchestration Remains Paramount As Robinhood expands, it must decide which services to present to each customer, when to introduce them and how to prevent a growing collection of accounts and applications from becoming confusing.

CEO Vlad Tenev acknowledged that challenge during the earnings call.

“The orchestration of all of these things into one story, into one financial tool, is becoming an increasing source of focus,” he said.

Robinhood’s expansion into banking may prove more important than any individual trading product because it changes how money enters the ecosystem. Robinhood Banking has attracted more than $3 billion in deposits since its rollout began last November. Roughly 40% of banking customers have enrolled in direct deposit.

Robinhood is also preparing for a future in which financial activity is initiated by software agents rather than by customers navigating applications themselves.

Its first agentic trading product lets users connect external AI tools to separate Robinhood accounts and develop strategies involving equities and options, with crypto support planned. More than 100,000 users have opened or integrated agentic accounts, according to management.

The product remains technically demanding. Customers must connect coding-oriented AI systems, and general-purpose models are not always designed to execute trades reliably. But the long-term implication is larger than the current user experience.

The next stage will not be decided by whether Robinhood can launch another popular feature. It will be decided by whether it can make a complex portfolio of products behave like one financial system.

Coursera (COUR - Free Report) came out with quarterly earnings of $0.17 per share, beating the Zacks Consensus Estimate of $0.11 per share. This compares to earnings of $0.12 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +54.55%. A quarter ago, it was expected that this online learning platform would post earnings of $0.09 per share when it actually produced earnings of $0.07, delivering a surprise of -22.22%.

Over the last four quarters, the company has surpassed consensus EPS estimates two times.

Coursera, which belongs to the Zacks Technology Services industry, posted revenues of $298.6 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 1.61%. This compares to year-ago revenues of $187.1 million. The company has topped consensus revenue estimates four times over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.

Coursera shares have lost about 20.5% since the beginning of the year versus the S&P 500's gain of 8.5%.

What's Next for Coursera?While Coursera has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.

Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.

Ahead of this earnings release, the estimate revisions trend for Coursera was favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #2 (Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.19 on $367.82 million in revenues for the coming quarter and $0.59 on $1.23 billion in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Technology Services is currently in the bottom 39% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

One other stock from the same industry, Crane NXT (CXT - Free Report) , is yet to report results for the quarter ended June 2026. The results are expected to be released on August 5.

This maker of engineered industrial products is expected to post quarterly earnings of $1.04 per share in its upcoming report, which represents a year-over-year change of +7.2%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.

Crane NXT's revenues are expected to be $487.97 million, up 20.7% from the year-ago quarter.

EPR Properties (EPR - Free Report) came out with quarterly funds from operations (FFO) of $1.42 per share, beating the Zacks Consensus Estimate of $1.35 per share. This compares to FFO of $1.24 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an FFO surprise of +5.19%. A quarter ago, it was expected that this real estate investment trust would post FFO of $1.26 per share when it actually produced FFO of $1.26, delivering no surprise.

Over the last four quarters, the company has surpassed consensus FFO estimates three times.

EPR Properties, which belongs to the Zacks REIT and Equity Trust - Retail industry, posted revenues of $169.03 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 5.15%. This compares to year-ago revenues of $150.35 million. The company has topped consensus revenue estimates three times over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future FFO expectations will mostly depend on management's commentary on the earnings call.

EPR Properties shares have added about 28.9% since the beginning of the year versus the S&P 500's gain of 8.5%.

What's Next for EPR Properties?While EPR Properties has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's FFO outlook. Not only does this include current consensus FFO expectations for the coming quarter(s), but also how these expectations have changed lately.

Empirical research shows a strong correlation between near-term stock movements and trends in estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of estimate revisions.

Ahead of this earnings release, the estimate revisions trend for EPR Properties was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus FFO estimate is $1.49 on $167.99 million in revenues for the coming quarter and $5.50 on $649.88 million in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, REIT and Equity Trust - Retail is currently in the top 23% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

Another stock from the same industry, Agree Realty (ADC - Free Report) , has yet to report results for the quarter ended June 2026. The results are expected to be released on July 30.

This real estate investment trust is expected to post quarterly earnings of $1.13 per share in its upcoming report, which represents a year-over-year change of +6.6%. The consensus EPS estimate for the quarter has been revised 0.2% lower over the last 30 days to the current level.

Agree Realty's revenues are expected to be $201.73 million, up 14.9% from the year-ago quarter.

Conmed (CNMD - Free Report) came out with quarterly earnings of $1.38 per share, beating the Zacks Consensus Estimate of $1.1 per share. This compares to earnings of $1.15 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +25.46%. A quarter ago, it was expected that this medical technology company would post earnings of $0.82 per share when it actually produced earnings of $0.89, delivering a surprise of +8.54%.

Over the last four quarters, the company has surpassed consensus EPS estimates four times.

Conmed, which belongs to the Zacks Medical - Dental Supplies industry, posted revenues of $343.49 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 1.85%. This compares to year-ago revenues of $342.35 million. The company has topped consensus revenue estimates four times over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.

Conmed shares have added about 9% since the beginning of the year versus the S&P 500's gain of 8.5%.

What's Next for Conmed?While Conmed has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.

Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.

Ahead of this earnings release, the estimate revisions trend for Conmed was unfavorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #4 (Sell) for the stock. So, the shares are expected to underperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $1.05 on $334.99 million in revenues for the coming quarter and $4.38 on $1.36 billion in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Medical - Dental Supplies is currently in the top 40% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

Dentsply International (XRAY - Free Report) , another stock in the same industry, has yet to report results for the quarter ended June 2026. The results are expected to be released on August 6.

This dental products manufacturer is expected to post quarterly earnings of $0.36 per share in its upcoming report, which represents a year-over-year change of -30.8%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.

Dentsply International's revenues are expected to be $883.85 million, down 5.6% from the year-ago quarter.

For the quarter ended June 2026, Q2 Holdings (QTWO - Free Report) reported revenue of $219.77 million, up 12.6% over the same period last year. EPS came in at $0.70, compared to $0.50 in the year-ago quarter.

The reported revenue represents a surprise of +1.26% over the Zacks Consensus Estimate of $217.02 million. With the consensus EPS estimate being $0.67, the EPS surprise was +4.48%.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Q2 Holdings performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

Revenue- Subscription: $182.77 million versus the three-analyst average estimate of $182.12 million.Revenue- Services and other: $19.07 million versus the three-analyst average estimate of $18.62 million.Revenue- Transactional: $17.92 million versus the three-analyst average estimate of $16.23 million.View all Key Company Metrics for Q2 Holdings here>>>

Shares of Q2 Holdings have returned +23.2% over the past month versus the Zacks S&P 500 composite's +1.9% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

Entergy Corporation (ETR) Q2 2026 Earnings Call July 29, 2026 11:00 AM EDT

Company Participants

Liz Hunter - Vice President of Investor Relations
Andrew Marsh - Chairman of the Board & CEO
Kimberly Fontan - Executive VP & CFO

Conference Call Participants

Shahriar Pourreza - Wells Fargo Securities, LLC, Research Division
Jeremy Tonet - JPMorgan Chase & Co, Research Division
Paul Zimbardo - Jefferies LLC, Research Division
Richard Sunderland - Truist Securities, Inc., Research Division
Andrew Weisel - Scotiabank Global Banking and Markets, Research Division
Stephen D’Ambrisi - RBC Capital Markets, Research Division

Presentation

Operator

Thank you for standing by. My name is Greg, and I will be your conference operator today. At this time, I would like to welcome everyone to today's Entergy Corporation Second Quarter Earnings Call and Teleconference. [Operator Instructions] And I will now turn the call over to Liz Hunter, Vice President of Investor Relations for Entergy Corporation. Liz, you have the floor.

Liz Hunter
Vice President of Investor Relations

Good morning. Thank you, Greg, and thanks to everyone for joining this morning. We will begin today with comments from Entergy's Chair and CEO, Drew Marsh; and then Kimberly Fontan, our CFO, will review results.

In today's call, management will make certain forward-looking statements. Actual results could differ materially from these forward-looking statements due to a number of factors, which are set forth in our earnings release, our slide presentation and our SEC filings. Entergy does not assume any obligation to update these forward-looking statements. Management will also discuss non-GAAP financial information. Reconciliations to the applicable GAAP measures are included in today's press release and slide presentation, both of which can be found on the Investor Relations section of our website.

And now I will turn the call over to Drew.

Andrew Marsh
Chairman of the Board & CEO

Thank you, Liz, and

, /PRNewswire/ -- First Horizon Corporation (NYSE: FHN) ("First Horizon" or "the Company") announced today its 2026 company-run capital stress test results. The 2026 test showed that, under hypothetical severe economic and business downturns, First Horizon would maintain capital ratios well above regulatory-required minimums. These internally generated results, which utilized the 2026 Dodd-Frank Act Stress Test Severely Adverse Scenario published by the Federal Reserve on February 4, 2026, reflect continued strong risk discipline.

"First Horizon's 2026 stress test results reinforce the strength of our capital position and the resilience built into our business model," said Hope Dmuchowski, Chief Financial Officer. "Our ability to maintain a CET1 ratio of 9.3% and a loan loss rate less than half that of our peer median - even amid a scenario of severe recession and market stress - demonstrates the value of our diversified revenue streams and prudent risk culture. Through disciplined capital management and unwavering focus on our clients, we are well equipped to deliver on our commitments, sustain our dividend, and support economic opportunity in our communities, regardless of the environment."

The following table reflects the Company's actual and projected stressed capital ratios under the Federal Reserve's Severely Adverse Scenario compared to required regulatory minimums.

% Regulatory Ratio

Actual

Projected Stressed
Capital Ratios

Regulatory Capital
Ratios

4Q25

Minimum

Minimum

Common Equity Tier 1 Capital ratio

10.6 %

9.3 %

4.5 %

Tier 1 Risk-based Capital ratio

11.5 %

10.2 %

6.0 %

Total Risk-based Capital ratio

13.3 %

12.2 %

8.0 %

Tier 1 Leverage ratio

10.2 %

9.1 %

4.0 %

These results include a $0.17 quarterly common stock dividend throughout the nine-quarter scenario horizon.

First Horizon's loan portfolio stressed loss rate of 2.3% is significantly lower than the 6.7% loss rate from the Federal Reserve-published median DFAST result. FHN's lower loss rate benefits from its portfolio mix, including lower-loss loans to mortgage companies and limited exposure to higher-loss rate credit cards. Additionally, the Company's pre-provision net revenue as a percentage of total assets of 5.1% exceeded the peer median of 3.0%. FHN's stresses to pre-provision net revenue are buffered by its counter-cyclical businesses of fixed income, loans to mortgage companies, and mortgage.

For more information, please see First Horizon's 2026 stress test disclosure at https://ir.firsthorizon.com/fixed-income/stress-test-results/default.aspx.

About First Horizon
First Horizon Corporation (NYSE: FHN), with $84.4 billion in assets as of June 30, 2026, is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states concentrated in the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com.

SOURCE First Horizon Corporation