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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: 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: Analyst coverage shifts and price hikes with supplier changes

As QUALCOMM Incorporated (NASDAQ:QCOM) heads into its July 29 earnings, analysts diverge—GF Securities starts coverage at Hold while TD Cowen stays Buy with a $225 target—while the company plans double‑digit price hikes on shipments after Sept. 1 and is sourcing alternate components amid supplier c…

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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: Q2 2026 results release and inducement options grant

Geron Corporation (NASDAQ:GERN) will release Q2 2026 results via press release before the market on Aug. 5, 2026 and host an 8:00 a.m. ET call/webcast, while granting inducement options totaling 202,500 shares at $1.44 to five hires with a 10‑year term and staged vesting.Previous Week RecapThis is…

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Weekly Recap: FCCO Q2 revenue rise and CEO retirement

First Community Corporation (NASDAQ:FCCO) heads into its July 22 Q2 report with revenue seen near $24.6M (+~26% y/y) and EPS around $0.71, as leadership shifts: CEO/President J. Ted Nissen will retire Dec. 31, 2026, with Vaughan Dozier and Drew Painter stepping in Jan. 1, 2027.Previous Week RecapTh…

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Weekly Recap: Merger talks with Delta and Tel Aviv flight suspension

United Airlines Holdings, Inc. (NASDAQ:UAL) explored a surprise merger with Delta—CEO Scott Kirby opened talks and Delta ran preliminary due diligence—before both sides dropped the proposal, even as UAL separately paused flights to Tel Aviv amid regional security concerns.Previous Week RecapThis is…

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Weekly Recap: Market-data revenue jump and crypto perpetuals lawsuit

CME Group Inc. Class A (NASDAQ:CME) posted strong Q2 results with record market-data revenue and robust ADV while expanding product lineup—Compute Futures, Single Stock futures settled to closing prices and a sorghum basis contract—amid litigation with the CFTC over crypto perpetuals and a raised B…

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Weekly Recap: MS Underweight on WDAY and FedRAMP Moderate for Adaptive

Workday, Inc. Class A (NASDAQ:WDAY) slid after Morgan Stanley downgraded it to Underweight amid a sector shift to infrastructure and cybersecurity, even as WDAY advances: its Adaptive Planning won FedRAMP Moderate for government cloud use and its AI tools promise much faster course creation.Previou…

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Weekly Recap: JP Morgan Overweight initiation and Q2 2026 results Aug 4

JP Morgan today initiated coverage of Enpro Inc. (NYSE:NPO) with an Overweight rating and $420 price target, as the company prepares to report Q2 2026 results on Aug. 4 at 6:30 AM ET and host a conference call at 8:30 AM ET with results and slides to be posted on its website.Previous Week RecapThis…

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Weekly Recap: Las Vegas Locals revenue decline and Stifel $92 target

Boyd Gaming Corporation (NYSE:BYD) saw Las Vegas Locals revenue slip to $225.9M from $229.0M amid Orleans weakness and Suncoast construction while Downtown activity held steady, as Stifel lifted its price target to $92 per share.Previous Week RecapThis is an AI-generated summary and may contain ina…

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