WS #12939

From 500 msgs · 10 key-dev

No material new developments in the last 30 minutes. The earnings reports and geopolitical tensions from the previous window remain unchanged, with no counter-signals or de-escalation to report.

Topics

Key developments

  • Teradyne (TER) Q2 Beat and Raise, Q3 Guidance Well Above Consensus
  • Saudi Arabia Vows Decisive Response After Iraq-Launched Drones Hit Oil Sites
  • Ford (F) Beats Q2 Estimates, Raises Full-Year Outlook
  • AT&T Closes $23B Deal to Buy Wireless Spectrum Licenses from EchoStar
  • Ukraine Warns Iran After Caspian Sea Attack on Russian Warships
  • Visa (V) Q3 Revenue +14%, Beats EPS, Announces 2,600 Job Cuts
  • Waste Management (WM) Beats EPS, Misses Revenue, Lowers Sales Guidance
  • Veralto (VLTO) Q2 Beat and Raise, Raises FY2026 Guidance