Keyword → AT

GE Vernova Q2 2026 Revenue Reaches $11.1B, Up 22% — Orders Surge 88% to $24.2B as Data Center Power Demand Hits $5B YTD

GE Vernova reported Q2 2026 revenue of $11.1 billion, up 22% year-over-year and ahead of the $10.79 billion analyst consensus, with orders surging 88% organically to $24.2 billion. Data center-related orders exceeded $5 billion year-to-date, more than double the full-year 2025 total. The company raised its full-year 2026 financial guidance and expanded its gas equipment backlog to 116 GW, targeting at least 125 GW by year-end. GEV shares are up 62% in 2026.

AT&T Q2 2026 EPS Beats at $0.66 vs $0.59 Estimate — 432,000 Postpaid Phone Adds Smash 338,500 Forecast

AT&T posted Q2 2026 GAAP EPS of $0.66, beating the $0.59 consensus by 11.2%, with revenue of $31.56 billion up 2.3% year-over-year. The company added 432,000 postpaid phone net subscribers, nearly 28% above the 338,500 analyst forecast, and its strongest consumer postpaid wireless account growth in more than three years. Free cash flow rose to $4.7 billion. AT&T reiterated full-year EPS guidance of $2.25–$2.35 and shares gained 2.5% pre-market.

Trump Imposes 50% Section 338 Tariffs on Canadian Goods — Wine, Cement, Machinery Hit in Retaliation for Alcohol and Dairy Discrimination

President Trump signed three Section 338 proclamations imposing a 50% tariff on a range of Canadian imports — including wine, hockey sticks, cement, and electrical equipment — covering roughly $20 billion in goods. The levies take effect in 30 days and apply even to USMCA-compliant goods, marking one of the steepest unilateral trade actions the US has taken against any ally. Energy, potash, and critical minerals are exempted. Canadian PM Carney pledged to defend workers.

S&P 500 Q2 2026 Blended Earnings Growth Reaches 24.7% — Magnificent 7 Up 31.1% as 90% of Early Reporters Beat Estimates

The blended earnings growth rate for the S&P 500 in Q2 2026 stands at 24.7% — above the 23.3% estimate at the end of the quarter — with 90% of the roughly 50 companies that have reported so far exceeding analyst expectations. The Magnificent 7 are on pace for 31.1% collective earnings growth, outpacing the broader index by roughly 6 percentage points. Full-year 2026 earnings growth is now estimated at 24.5%, with 2027 estimated at 17.5%.

SpaceX Targets July 23 Starship Flight 13 Return-to-Flight — SPCX Stock Down 6-Day Streak Ahead of August Lock-Up Expiry

SpaceX confirmed Monday it is targeting July 23 for Starship Flight 13, a return-to-flight attempt after an automatic abort on July 16 when Raptor 3 engines failed to ignite. The stock has fallen for six consecutive sessions and slipped below its $135 IPO price, pressured by both the scrubbed launch and looming lock-up expiration of up to 20% of insider shares ahead of the company's first quarterly earnings report in early August. A successful Flight 13 would deploy first-ever Starlink V3 satellites.

Nasdaq-100 Futures Drop 1.6% Premarket as AI Selloff Enters Third Day — SOX Down 4.3%, VIX at 18.11 as Tech Rotation Deepens

Nasdaq-100 futures shed 1.6% in Friday premarket trading as the AI-semiconductor selloff extended into a third consecutive session, dragging the Philadelphia Semiconductor Index down approximately 4.3% and pushing the VIX to 18.11. Dow futures fell 0.6% and S&P 500 contracts declined 0.8%, while defensives including Consumer Staples, Healthcare, and REITs outperformed, confirming a rotation that has seen tech decline roughly 5% from its June peak even as the Dow hit a record above 53,000.

UnitedHealth Q2 2026 EPS Hits $6.38, Beats by $1.46 — Full-Year Guidance Raised to $19.50–$20.00 as Medical Ratio Falls to 86.7%

UnitedHealth Group reported Q2 2026 adjusted EPS of $6.38, crushing the $4.90 consensus by $1.46, as revenue reached $112.03 billion versus $110.85 billion expected. The medical benefit ratio improved sharply to 86.7% from 89.4% a year ago. Full-year adjusted EPS guidance was raised to $19.50–$20.00, well above the prior outlook of greater than $18.25. Cash flow guidance was lifted to $24 billion. Shares jumped roughly 7% premarket, outperforming a broadly declining tape.

Philadelphia Fed Manufacturing Index Soars to 41.4 in July — Fastest Expansion in Five Years as New Orders Jump to 37.0

The Philadelphia Fed Manufacturing Index surged to 41.4 in July 2026 from 10.3 in June, massively beating the consensus estimate of 13 and marking the fastest expansion in regional factory activity since November 2021. New orders jumped to 37.0 and shipments climbed to 33.7, their strongest readings in over four years. The blockbuster print, released alongside jobless claims of 208,000 and in-line retail sales of 0.2%, reinforces the case for a resilient US economy despite elevated interest rates.

US CPI Falls 0.4% in June as Annual Rate Eases to 3.5% — Back-to-Back Soft Inflation Prints Ease Rate Hike Fears

US consumer prices fell 0.4% in June, pushing the annual inflation rate down to 3.5%, while core CPI held at 2.6% year-over-year. Producer prices fell an unexpected 0.3% the following day. The back-to-back softer-than-expected readings significantly reduced market expectations for a Federal Reserve rate hike at its next meeting, sending bond yields lower. The S&P 500 gained 0.38% Wednesday to 7,572.40. Thursday's blowout Philly Fed print complicates the disinflationary read.