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ICL Group Non-GAAP EPS of $0.12 beats by $0.01, revenue of $2.1B; reaffirms FY 2026 outlook

Infineon Technologies Non-GAAP EPS of €0.44, revenue of €4.17B; gives Q4 and updates FY 2026 outlook

Wolters Kluwer N.V. Non-GAAP EPS of €2.83, revenue of €3.03B; reaffirms FY 2026 outlook

Japan's services slow in July, but solid wage growth keeps BoJ on rate-hike path

Paylocity forecasts FY 2027 revenue of $1.88B-$1.90B as Ignite AI rolls out and buybacks continue

Procept outlines 2026 U.S. procedures of 54,000 to 56,000 while targeting positive adjusted EBITDA in Q4 2026

Morgan Stanley-led banks to offload $15B debt tied to Google-backed Anthropic data center - report

China’s service sector growth cools to 22-month low as PBoC steps up liquidity

Palantir short sellers sustain $3B loss following stock's 30% rally

DHL Group reports strong Q2, revenue up 13.1% to €22.4B, raises FY26 EBIT target to over €6.5B

Astera Labs expects Q3 revenue of $540M-$560M as Scorpio becomes largest product line

Qualys outlines $732M-$738M FY2026 revenue outlook while launching InstaScan and raising EPS guidance to $7.74-$7.88

Transcat targets high single-digit Service organic growth as operational excellence focus expands

Siemens Energy AG GAAP EPS of €1.26, revenue of €11.45B; reaffirms FY2026 outlook

Marqeta signals 2026 net revenue growth of 12%-13% while projecting GAAP net income in the high $20M

Alight expects $2.078B-$2.089B 2026 revenue as it forecasts $400M-$415M adjusted EBITDA

Precigen anticipates PAPZIMEOS gross margin stabilizing in the high 80% to low 90% range as it targets cash flow breakeven by end of 2026

LGI Homes targets 4,600-5,400 2026 closings while raising ASP to $360,000-$370,000

Tencent expands overseas AI push with wider rollout of Hy3 model

Asian markets surge on Wall Street momentum and oil drop; PBoC injects CNY 500B amid mixed regional PMIs

Whale Rock hit by AI and chip selloff, flagship fund drops 21.7% - report

Hinge Health forecasts $856M-$860M 2026 revenue as it plans broader GI rollout in 2027

SSR Mining expects $230M-$235M 2026 sustaining capex while repositioning as Americas-focused producer

Gilead Sciences in charts: Q2 base sales jump 10% on HIV, oncology growth despite Veklury drop

Allegiant expects full year 2026 EPS of greater than $6 while integrating Sun Country

Callaway forecasts $2.045B-$2.070B 2026 net sales and $246M-$260M adjusted EBITDA amid revised tariff assumptions

Macerich expects at least 3% 2026 go-forward NOI growth while targeting $300M-$400M more dispositions by year-end

Dream Industrial REIT reports Q2 results

USAC expects ~2.5% average annual new horsepower growth through 2029 while keeping $770M-$800M adjusted EBITDA outlook

Lattice outlines $245M-$265M Q3 revenue range following AMI close, while targeting $3B by 2030

Golub Capital BDC declares $0.33 distribution for fiscal Q4 2026 as it cites 25-50 bps wider spreads

GM, SAIC extend China JV to 2047 to shift focus to local market and exports

Super Group GAAP EPS of $0.23, revenue of $684M; raises FY 2026 outlook

LATAM Airlines reports Q2 results

Amprius Technologies beats top-line estimates; raises FY26 outlook

Revolut CEO Nik Storonsky in talks over new share award tied to $500B valuation - report

Match Group expects Q3 revenue of $885M-$895M while scaling Tinder Events to 26 cities by end of September

EOG Resources beats top-line and bottom-line estimates; gives Q3 and FY outlook

TransMedics outlines $737M-$757M 2026 revenue outlook while targeting 30,000 transplants by 2032

Michael Burry warns of 1987-style crash even as S&P 500 hits new high

Upstart reiterates 2026 revenue of ~$1.4B as it aims to launch Upstart Bank in early 2027

Kratos forecasts 19%-23% 2026 organic revenue growth while targeting 3,000 Spartan engines in 2027

Wednesday’s Economic Calendar

Samsung, SK Hynix test Chinese chip tools to hedge against US risks: Reuters

Fortune Brands projects Q3 2026 EPS of $0.72-$0.76 while investing to fix water service and streamline costs

Mitsubishi Electric launches S-EIV-X to boost regenerative braking power use

Viasat expects about $180M fiscal 2027 free cash flow while keeping $950M-$1B CapEx plan unchanged

Amgen outlines raised 2026 guidance of $38.2B-$39.4B revenue and $22.30-$23.50 non-GAAP EPS as CFO transition nears

Agnt expects Q3 revenue of $1.35B-$1.45B while tightening 2026 adjusted EBITDA to $50M-$60M

PennantPark Investment declares $0.08 dividend, comprised of a base dividend of $0.04/share and $0.04/ supplemental dividend