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Weekly Recap: Q2 2026 report & webcast and ISL/LEN Week 48 suppression

Gilead Sciences, Inc. (NASDAQ:GILD) will report Q2 2026 results Aug. 4 with a 4:30 PM ET webcast as data show its ISL/LEN weekly and PURPOSE twice‑yearly lenacapavir regimens sustain viral suppression and adherence, while EMA backs Trodelvy+Keytruda for PD‑L1+ TNBC, EU decision due 2026.Previous We…

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Weekly Recap: Q EPS $0.38, $202M est and AI data centers higher revenue/MW

MARA Holdings, Inc. (NASDAQ:MARA) is forecast to report $0.38 EPS on ~$202.4M revenue as analysts split between buy and hold with a $15 median target, while CEO Fred Thiel highlights AI data centers' superior revenue per MW and the company pilots low‑cost landfill‑methane mining.Previous Week Recap…

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Weekly Recap: Q2 2026 results and Deferred joins Preferred Partner Program

Marcus & Millichap, Inc. (NYSE:MMI) will report Q2 2026 results for the period ended June 30 on Aug. 6 before the open and host a 10:30 AM ET webcast and call, as it also expands services by adding Deferred to its Preferred Partner Program for 1031 exchanges and tech resources.Previous Week RecapTh…

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Weekly Recap: Q1 2026 positive earnings and CFO Sharon McCollam retirement

Albertsons Companies, Inc. Class A (NYSE:ACI) reported positive Q1 2026 results—adjusted EBITDA about $1.01B, flat sales with slight same-store declines and digital growth—while trimming its full-year outlook and preparing for CFO Sharon McCollam’s retirement as it searches for a successor.Previous…

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Weekly Recap: Pre‑tax ~$198.55M gain & dividend and 12.7% estimate cut

TowneBank (NASDAQ:TOWN) swung to a $198.55M one‑time pre‑tax gain from selling Towne Vacations, paid a $0.70 special dividend and absorbed $8.68M in M&A costs, even as earnings estimates slid ~12.7% in three months and the median 12‑month target sits at $39.Previous Week RecapThis is an AI-generate…

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Weekly Recap: Pelareorep FDA Fast Track and Nasdaq sub-$1 notice

Oncolytics Biotech Inc. (NASDAQ:ONCY) won FDA Fast Track for pelareorep plus a checkpoint inhibitor in 2L+ squamous cell anal cancer after GOBLET showed ~30% ORR, 15.5‑month DOR and 82% 12‑month OS, even as NASDAQ:ONCY faces a bid-price compliance notice and must regain $1.00 by Jan 19, 2027.Previo…

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Weekly Recap: ORCL revenue and EPS surge and DoD 10-year IDIQ win

Oracle Corporation (NYSE:ORCL) posted strong Q revenue and EPS growth, a $638B+ backlog and a major DoD IDIQ worth up to $6.99B, while facing $7B collateral for a high‑power Port Washington data center and planning >$40B in new funding as CLSA eyes a $145 target.Previous Week RecapThis is an AI-gen…

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Weekly Recap: Houston pharmacy store launch and UBS raises CVS target

CVS Health Corporation (NYSE:CVS) saw its stock hit a 52-week high after launching a pharmacy-focused Houston store with pet prescriptions, reporting solid fiscal Q2 results (~$100.7B revenue, $1.84 EPS) and a $10M affordable-housing investment, while UBS raised its price target to $122.Previous We…

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Weekly Recap: Digital Realty Trust, Inc. Q2 results and AI power pledges

Digital Realty Trust, Inc. (NYSE:DLR) posted strong Q2 results—net income $443.1M, revenue $1.92B (+29% YoY) and core FFO/sh $2.13—while joining ~200 firms to finance higher AI power costs, grid upgrades and utility coordination as it raises FY guidance.Previous Week RecapThis is an AI-generated su…

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Weekly Recap: Claude rollout at Brown & Brown and ISG 2026 Leader in SD‑WAN

Accenture Plc Class A (NYSE:ACN) is spearheading enterprise AI and network transformation, deploying Anthropic’s Claude across Brown & Brown and its ~23,000 employees while being named an ISG 2026 U.S. Leader for Managed SD‑WAN, Edge (Private 5G) and SASE.Previous Week RecapThis is an AI-generated…

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Weekly Recap: CRM ACV surge, guidance up and Non seat pricing, AI cost lead

ServiceNow, Inc. (NYSE:NOW) beat on CRM, Employee Workflows and AI Control Tower, raised 2026 guidance and closed the $7.8B Armis deal while partnering with TeamViewer and D.C. OCTO, yet faces earnings pressure, a short-term loan and a 50% Y/Y stock slide despite analyst target upgrades.Previous We…

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Weekly Recap: AMC Q2 revenue/refinancing and THE ODYSSEY box office

AMC Entertainment Holdings, Inc. Class A (NYSE:AMC) reported Q2 strength with U.S. revenue $1,258.6M and international $338.1M, expanded premium seats and AMC Go Plan while refinancing $400M notes, and rode THE ODYSSEY to record openings and robust box office, prompting mixed upgrades and higher ta…

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Weekly Recap: EU probe of JD.com bid and Michael Burry boosts JD.com stake

EU regulators have opened a Foreign Subsidies probe into JD.com, Inc. Sponsored ADR Class A’s $2.5B bid for Ceconomy over possible subsidized financing or tax breaks, even as famed investor Michael Burry recently disclosed an increased stake in NASDAQ:JD without detailing size or timing.Previous We…

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Weekly Recap: Baker Hughes (BKR) Q2 financials and GL Group services deal

Baker Hughes Company Class A (NASDAQ:BKR) posted Q2 adjusted EPS $0.64 (GAAP $0.68), revenue $6.742B and free cash flow $1.109B with total orders $10.501B, and landed a five‑year services deal with GL Group to support its expansion outside Azerbaijan.Previous Week RecapThis is an AI-generated summa…

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Weekly Recap: 2030 note repurchase, 12.54M shares and Aug 4 Q2 call

DigitalOcean Holdings, Inc. (NYSE:DOCN) said it closed a $1.474B package — repurchasing $472M of 2030 convertibles and selling 12.54M shares at $117.54 while leaving about $153M of 2030 notes and plans for ~500K share repurchases — and will report Q2 2026 results before the open on Aug. 4 with an 8…

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Weekly Recap: AT&T potential service launch and BlueBird deployment

AST SpaceMobile, Inc. Class A (NASDAQ:ASTS) is advancing toward customer-ready BlueBird service with satellites 8–10 deployed and more at Cape Canaveral, production through sat 42 and next‑gen ~200 Mbps sats planned, drawing a Clear Street buy upgrade after a ~50% pullback tied to launch delays.Pre…

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Weekly Recap: Late‑2025 tariff ~$1B hit and Europe JV to run Valencia plant

Ford Motor Company (NYSE:F) said a late-2025 tariff change cut profit by about $1 billion even as it launched a Europe JV with Geely to run Valencia and build Kuga, Bronco and new EV/crossover models from 2028, won a Jefferies upgrade and joined a nationwide skilled-trades coalition.Previous Week R…

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Weekly Recap: Guggenheim hikes NBIX price target and Siddhanti named CBO

Guggenheim reiterated a Buy on Neurocrine Biosciences, Inc. (NASDAQ:NBIX) and lifted its price target to $200, while the company promoted Samir Siddhanti to Chief Business Officer to drive growth, BD, corporate strategy and maximize pipeline value.Previous Week RecapThis is an AI-generated summary…

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Weekly Recap: Celso Goncalves named President/CFO and hot-rolled coil +19%

Cleveland-Cliffs Inc (NYSE:CLF) promoted Celso Goncalves to President and CFO and added him to the board while CEO Lourenco Goncalves stays, as Q2 saw hot‑rolled coil ASPs jump to $1,124/nt with a shift to higher‑margin mix and multi‑year auto contracts, prompting GLJ to upgrade CLF to Buy and lift…

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Weekly Recap: ISL/LEN noninferior and alimatravir royalty-free deal

Merck & Co., Inc. (NYSE:MRK) reported ISL/LEN combo met noninferior viral suppression at Week 48 with no new safety signals, cut royalty-free licenses for once-monthly alimatravir in 129 low-income countries, and expanded trials of Spevatamig with Keytruda plus chemo in biliary tract cancer.Previou…

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