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8/4
06:55
The dialysis service provider reported Q2 operating income (excluding special items) of €569 million, a 23% year-over-year increase, surpassing the market consensus of €515 million. Revenue reached €4.861 billion, also exceeding analysts' expectations of €4.792 billion. However, market attention focused on the 0.9% year-over-year decline in U.S. comparable same-market treatment volumes, raising concerns about the sustainability of future growth. Analysts from institutions such as JPMorgan Chase and Jefferies maintained "underweight" or "underperform" ratings on the stock, noting that management's reiteration rather than upward revision of full-year guidance could lead analysts to lower H2 earnings forecasts.
06:55
Emerging-market stocks and currencies continued to face pressure due to the lack of progress in US-Iran talks, which pushed oil prices back above $86 a barrel.
06:48
Pfizer ($PFE) Q2 adjusted EPS of $0.77 beats estimates of $0.68; revenue of $15.03B beats estimates of $14.41B, maintains FY revenue outlook. The company reported a net loss of $248 million for the quarter, with GAAP EPS at -$0.04.
06:36
Caterpillar's reported revenue of $20.50 billion marks the first quarter in the company's history with more than $20 billion in sales. The company also noted an increase in restructuring costs due to the divestiture of certain non-U.S. entities.
06:34
According to the latest report from market research firm Counterpoint Research, Samsung Electronics reclaimed the top spot in the DRAM market in Q2 2026, ending its previous period of being surpassed by SK Hynix. During the same period, SK Hynix held a 26% market share, followed closely by Micron Technology with 25%. Samsung's resurgence was primarily driven by rising general DRAM prices and the expansion of its HBM (High Bandwidth Memory) business, while SK Hynix's market share decline reflected a drop in HBM average selling prices and temporary pressure from early long-term supply agreements (LTA) with locked-in prices. Counterpoint anticipates that DRAM prices will continue to rise in Q3 as AI server construction progresses, which is expected to improve profitability for Samsung's memory business.
06:29
Before NVIDIA announced its earnings on August 26, 36 out of 37 analytical institutions covering the stock gave it a "buy" rating, forming a "strong buy" consensus. The average analyst target price is $309, approximately 49% higher than the current stock price, with a forecast range between $250 and $500. However, Michael Burry, an investor who successfully predicted the 2008 housing market collapse, and Bernstein analyst Stacy Rasgon have both warned that NVIDIA's demand might face "circular spending" risks. This means the company could be indirectly funding its chip sales by supporting the debts of its customers (such as OpenAI), thereby artificially inflating sales. Additionally, potential risks of $5 billion in sales from the Chinese market and recent insider sales of $410 million in stock have also raised concerns.
06:29
Microsoft has offered a voluntary retirement plan to approximately 8,750 long-term U.S. employees, representing about 7% of its total U.S. workforce. This is the first such plan in the company's 50-year history and is designed to provide eligible employees with benefits to transition into retirement. The plan includes up to 39 weeks of base pay, up to five years of health insurance (as a bridge to Medicare), and continued vesting of unvested stock.
06:24
Renowned cryptocurrency analyst Ali Martinez shared his insights on XRP on social media platform X on Monday (August 3), identifying $1.06 as a decisive pivot point for XRP's price action. Martinez stated that if XRP can sustain above $1.06, bulls might push the price to $1.35 and $1.64, representing potential gains of 26% to 53%. However, if it falls below this level, XRP could drop to $0.80 or even $0.62.
06:20
Iranian military adviser Mohsen Rezaei warned that Iran "will not stand idly by" amid the ongoing US naval blockade. He emphasized that Iran would strike US warships if they entered "illegal routes" in the Strait of Hormuz. Rezaei also insisted that Iran "will not allow any route in the Strait of Hormuz other than the Iranian route under any circumstances" and accused Washington of violating the June memorandum of understanding.
06:20
Qatar's Foreign Ministry Spokesperson stated that efforts are ongoing with all parties regarding U.S.-Iran talks, and they are looking into a diplomatic solution.
06:19
Palantir CEO Alex Karp described the second quarter as "otherworldly." Separately, Amazon's market capitalization milestone was driven by surging hyperscaler stocks on strong earnings, which also provided cover for its massive AI capital expenditure plans. Meanwhile, US stock futures are modestly higher on Tuesday, with S&P 500 futures up 0.1% and Nasdaq-100 futures up 0.6%. Markets are also focused on SpaceX's first quarterly earnings report since going public, due after the bell, and the latest JOLTS data ahead of Friday's July jobs report.
06:19
Druckenmiller's Duquesne Family Office holds a $167 million stake in Taiwan Semiconductor Manufacturing (TSMC), making it his third-largest holding, despite trimming some shares in Q1 2026. TSMC reported a nearly 34% year-over-year revenue increase in Q2, with high-performance computing (HPC), including AI accelerators, now accounting for 66% of its total revenue. The company projects Q3 revenue of approximately $45 billion and expects full-year revenue growth to exceed 40%, supported by robust outlooks from key clients like Nvidia and AMD in the AI sector.

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