WS #13349
No material new developments in the last 30 minutes. The dominant earnings-driven narrative (PLTR, SNAP, WHR, POWL) and the US-Iran de-escalation with OPEC+ supply increase remain unchanged. No counter-signals or non-dominant-narrative developments have emerged to alter the current market outlook.
Topics
Key developments
- Palantir Q2 blowout: EPS $0.41 vs $0.35, revenue $1.94B vs $1.80B, US commercial +149%, FY26 guidance raised
- Snap Q2 beat: revenue $1.6B vs $1.54B, Q3 guidance above estimates, DAU 493M
- Whirlpool Q2 surprise loss, cuts guidance
- Powell Industries Q3 EPS miss despite record orders, shares -12%
- ON Semiconductor Q2 beat, AI data center revenue to more than double this year
- Diamondback Energy Q2 profit jumps 169%, raises production guidance
- Oil prices fall on de-escalation signals and OPEC+ production increase
- Trump says Iran talks are 'last chance', escalation risk persists