July 27, 2026 1:30 pm
Key Moments Delta Air Lines stock rose 2.9% in pre-market trading after a report that United Airlines CEO Scott Kirby privately approached Delta about a merger in 2025. Delta reportedly walked away from the talks after preliminary due diligence, citing what insiders viewed as almost impossible antitrust hurdles. Delta shares traded at $87.55 in pre-market […]
Read moreJuly 27, 2026 1:14 pm
Key Moments Alphabet’s free cash flow turned negative in Q2 2026 after the company increased 2026 capex guidance to $195–205B despite 17% revenue growth. Google’s core search and advertising model is facing mounting pressure from conversational AI and rival LLMs targeting its main profit engine. High-profile AI talent departures in June 2026 intensified concerns about […]
Read moreJuly 27, 2026 1:06 pm
Key Moments Jefferies upgraded Ford Motor and General Motors to Buy from Hold, citing improving U.S. auto fundamentals and stronger capital allocation. Ford’s price target was raised to $17.50 from $14.50, with Jefferies viewing the second quarter as a potential margin trough and lifting its 2026 adjusted EBIT forecast to $10.3 billion. GM’s price target […]
Read moreJuly 27, 2026 11:00 am
Key Moments Baker Hughes shares climbed 3.0% in pre-market trading after reporting second-quarter adjusted EPS of $0.64 versus expectations of $0.49. Revenue reached $6.74 billion, well above the $6.51 billion consensus, supported by record Industrial & Energy Technology orders of $7.1 billion. Management said Adjusted EBITDA topped the high end of guidance and the board […]
Read moreJuly 27, 2026 10:38 am
Key Moments Occidental Petroleum (NYSE:OXY) shares fell 3.8% in pre-market trading as crude prices moved sharply lower. De-escalation efforts between the US and Iran reduced the geopolitical risk premium that had been supporting oil and energy stocks. Occidental’s limited hedging strategy leaves its cash flows highly exposed to declining crude prices ahead of its Q2 […]
Read moreJuly 24, 2026 2:19 pm
Key Moments Bank of America increased its quarterly common stock dividend by 4 cents, bringing it to 32 cents per share, a 14% rise. The dividend move followed the Federal Reserve’s stress test results, after which some banks announced higher dividends and new share repurchase plans. Bank of America recently beat Wall Street expectations for […]
Read moreJuly 24, 2026 2:14 pm
Key Moments ServiceNow reported Q2 2026 subscription revenue growth of 23% in constant currency, up from 19% in the prior quarter. AI annual contract value (ACV) surpassed $1 billion in Q2 2026, with net new AI ACV growing more than 40% sequentially. Full-year 2026 subscription revenue guidance was raised to a range of $15.755 billion […]
Read moreJuly 24, 2026 2:07 pm
Key Moments Digital Realty Trust shares climbed 12.2% in morning trading after releasing stronger-than-expected second-quarter 2026 results. The company reported core FFO of $2.13 per share and revenue of $1.92 billion, both coming in well above Wall Street expectations. Management raised full-year 2026 core FFO guidance to $8.15-$8.20 per share, reinforcing confidence in ongoing demand […]
Read moreJuly 24, 2026 1:41 pm
Key Moments American Express reported a 10% year-over-year revenue increase to $19.6 billion for the second quarter. Billed business climbed 9% on a foreign exchange-adjusted basis to $455.8 billion as affluent customers kept spending. The company now projects full-year revenue growth of 10% and kept its profit growth forecast unchanged. Resilient High-Income Customers Drive Strong […]
Read moreJuly 24, 2026 1:21 pm
Key Moments Salesforce stock rose 1.5% in pre-market trading after announcing a $1.6 billion contract with the U.S. Department of Veterans Affairs. The VA award adds to earlier Missionforce wins, including a $5.6 billion Army contract and a $72 million Air Force enterprise license agreement. Shares traded as high as $165.05 in pre-market action before […]
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