WS #13383
No material new developments in the last 30 minutes. The dominant themes (earnings beats, oil/Hormuz escalation) remain unchanged with no new data points or counter-signals.
Topics
Key developments
- Palantir (PLTR) reports 93% revenue growth, raises FY26 guidance, shares +16% premarket
- Caterpillar (CAT) beats Q2 estimates with record revenue, raises FY26 sales outlook
- Merck (MRK) slashes FY26 EPS guidance to $2.66-$2.76 from $5.04-$5.16 due to deal charges
- BioNTech (BNTX) misses Q2 and slashes FY sales guidance to €1.6B-€1.9B from €2.0B-€2.3B
- US-Iran tensions escalate: Trump issues 'last chance' warning, oil above $86, but Oman talks progress
- Tesla (TSLA) China July deliveries at 93,579 units, +37.8% YoY
- McDonald's (MCD) Q2 EPS beats but US comp sales miss, raising concerns about consumer slowdown
- Wayfair (W) posts strongest US growth since 2020, FCF highest since 2020