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Nestlé S.A. Non-GAAP EPS of CHF 2.22, revenue of CHF 43.11B; reaffirms FY2026 outlook

Alibaba unit Amap unveils ABot upgrade for AI robots

Roche Holding Non-GAAP EPS of CHF 10.85, revenue of CHF 30.36B

argenx SE GAAP EPS of $7.32 beats by $1.12, revenue of $1.52B beats by $90M

Teck Resources beats top-line and bottom-line estimates; reaffirms FY26 outlook

Northrim BanCorp strikes $167.3M all-stock deal for PBCO Financial

STMicroelectronics beats top-line and bottom-line estimates; gives Q3 outlook

Nokia posts Q2 profit beat with 8% revenue growth; maintains operational outlook for 2026

CSX projects >350 bps margin expansion and >80% free cash flow growth in 2026

Union Pacific, Canadian National Railway boost rail connectivity; resolve Norfolk Southern merger dispute

Asian markets mixed as AI tech rally offsets surging oil prices

Intel, AMD ink long-term CPU deals with Chinese clients amid price surge: Reuters

Musk: Micron gave Tesla 'significant' allocation of memory chips

ServiceNow signals 2026 subscription revenue of $15.770B while targeting $1.5B AI ACV by end of 2026

Raymond James expects Q4 asset management and related fees to rise about 11% as it rolls out Raimond AI

BlackRock declares $5.73 dividend

Northrim BanCorp to acquire PBCO Financial for $167M

Air Canada ratifies new 4-year collective pact with IAMAW

Thursday’s Economic Calendar

QuantumScape outlines plan to double Eagle Line cell output in H2 2026 while lowering 2026 CapEx guidance to $27M-$37M

Knight-Swift projects Q3 2026 adjusted EPS of $0.71 to $0.77 as pricing gains accelerate and brokerage insurance costs reset

SLM Corporation PFD SER B declares $1.439 dividend

Oak Valley Bancorp declares $0.375 dividend

Liberty Energy declares $0.09 dividend

Crown Castle signals $2.1B AFFO midpoint through H1 2027 as it raises 2026 AFFO guidance after tower-only shift

Alphabet signals $195B-$205B 2026 CapEx while expanding third-party capacity as a bridge

Las Vegas Sands targets $700M quarterly Macau EBITDA while Marina Bay Sands expansion remains on track for early 2031

Europe seen failing to reach 80% gas storage target by winter, Equinor CEO says

Pathward outlines fiscal 2027 EPS of $9.50-$10.00 while updating fiscal 2026 range to $7.80-$8.20 after $34M commercial finance provision

Tesla outlines 2026 CapEx of more than $25B while pursuing up to $30B in debt capacity

Cathay General projects 3.5%-4.5% loan growth while revising 2026 deposit growth to 3%-4%

RGP expects Q1 FY2027 revenue of $97M-$102M as it targets consulting utilization above 75%-80%

NVE signals leadership transition as revenue rises 81% on new product sales and semiconductor demand

Black Sea risks lift U.S. wheat futures above $7 per bushel for first time since 2023

SEI outlines $100M annual run rate revenue target in 5 years as private markets expand into retail and retirement

Century Communities raises 2026 delivery outlook to 9,750-10,500 homes as it targets low to mid-single-digit community growth

Crude oil adds to gains after Houthis attack two Saudi tankers in the Red Sea

Texas Instruments forecasts Q3 revenue of $5.65B-$6.15B as it starts customer-by-customer price increases

Kinder Morgan targets full-year adjusted EPS at least 12% above budget while projecting additional 2026 FIDs

Iberdrola's Scottish Power plans £1.5B upgrade to largest U.K. onshore wind farm

U.S. signs landmark nuclear cooperation pact with Saudi Arabia

China is said to seek new Boeing order terms, raising doubts on Trump-Xi deal

Leslie's sinks on the report it's considering Chapter 11 bankruptcy

BankUnited signals 5%-6% 2026 net interest income growth while lifting NIDDA outlook to 12%-13%

Here are the major earnings before the open Thursday

Packaging Non-GAAP EPS of $2.35 beats by $0.04, revenue of $2.49B misses by $10M

Elon Musk talks up Tesla's upside with Optimus, Megapods, and robotaxis

Popular Q2 2026 Earnings Preview

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