To The Moon

$SentinelOne, Inc(S)$ Let's go! 

$McDonald's(MCD)$ $Yum(YUM)$  $Restaurant(QSR)$  🍔 $MCD Q2 2026 Earnings: Pricing Power Hits Its Limit? McDonald’s delivered a respectable earnings beat, but beneath the surface the growth engine is losing momentum. Global comparable sales slowed sharply to +1.3%, down from +3.8% in Q1, while U.S. guest traffic turned negative. Revenue rose just 4% YoY, driven almost entirely by higher prices rather than more customers. The franchised business model continues to protect margins and EPS, but investors are now asking whether pricing has reached its ceiling. 🟢 EPS: $3.32 🟢 Revenue: +4% YoY 🔴 Global Comparable Sales: +1.3% 🔴 U.S. Comparable Guest Cou

$Wayfair(W)$ $Williams-Sonoma(WSM)$  $RH(RH)$  📈 Wayfair $W +27.3% After Blowout Q2: Best Sequential Revenue Growth Since 2020 Wayfair $W is soaring +27.3% today after delivering an outstanding Q2, posting its strongest sequential revenue growth since 2020. The rally has completely erased the stock’s 2026 losses, pushing shares up 13% YTD and back near February highs. The company exceeded expectations on both earnings and revenue while demonstrating impressive operating leverage, surging Free Cash Flow and continued market share gains despite one of the toughest housing markets in years. 🟢 EPS: $0.95 | Est. $0.92 🟢 Revenue: $3.52B | Est. $3.47B $W Q

$Clorox(CLX)$ $Colgate-Palmolive(CL)$  $Church & Dwight(CHD)$  📊 Clorox $CLX Q4 2026 Earnings: Acquisition Hides Cracks in the Core Business 🧴📉 Clorox beat both earnings and revenue expectations while guiding for another year of reported growth. 🟢 EPS: $1.66 vs $1.65 Est. 🟢 Revenue: $1.95B vs $1.91B Est. FY27 Guidance 📈 Net Sales: +13% to +14% 📈 Organic Sales: +3.5% to +4.5% 📈 Adjusted EPS: $5.70 to $6.00 At first glance, the quarter looked solid. Dig deeper and a very different story emerges. The GOJO (Purell) acquisition contributed roughly 10 percentage points of sales growth, masking a 13% collapse in organic sales as ERP-related inventory

$Universal Logistics(ULH)$ $Covenant Logistics Grouo Inc(CVLG)$  $ArcBest(ARCB)$  🚛 $ULH Q2 2026 Earnings: GAAP Profits Hide a Weakening Freight Business Universal Logistics reported headline numbers that initially looked outstanding. GAAP EPS surged to $0.99 and operating income climbed to $45.1M. However, almost all of that strength came from a one-off $45.3M gain on the sale of its Kearny, New Jersey property. Strip out the property gain, legal charges and asset impairments, and the picture changes dramatically. Adjusted EPS fell 50% YoY to just $0.16 as the core freight business continued to weaken. Intermodal remains the biggest concern, w

$L3Harris Technologies, Inc.(LHX)$ $Lockheed Martin(LMT)$  $RTX Corp(RTX)$  🚨 $LHX Q2 2026 earnings: Strong Fundamentals, Weak Stock Reaction L3Harris $LHX is down roughly 10% today and sitting out the broader market rally, despite beating Q2 expectations and raising FY26 revenue and EPS guidance. That disconnect is the story. The underlying quarter was strong: Revenue: $5.9B, +8% YoY Diluted EPS: $3.13, +28% YoY Orders: $7.3B Book-to-bill: 1.2x Backlog: Record $42B Operating margin: 11.1%, +60 bps Segment operating margin: 16.0% Operating cash flow: $879M, +37% Free cash flow: $771M, +37% FY26 guidance was raised to: Revenue: $23.2B-$23.7B EPS:

$Ionis Pharmaceuticals(IONS)$ $Arrowhead Pharmaceuticals(ARWR)$  $Alnylam Pharmaceuticals(ALNY)$  🚨 $IONS Q2 2026: Pipeline Shock Overshadows a Massive Commercial Opportunity ⚠️📉 Ionis delivered one of the most polarising biotech reports of the quarter. Commercial execution remains impressive, with DAWNZERA continuing to gain momentum and TRYNGOLZA now approved for the much larger severe hypertriglyceridaemia (sHTG) market. However, enthusiasm was overshadowed by a major setback after the Phase 3 CARDIO-TTRansform study for eplontersen failed to meet its primary endpoint in the overall ATTR-CM population, removing one of the company’s most ant

$Corning(GLW)$ $Amphenol(APH)$  $TE Connectivity(TEL)$  🚨 Corning $GLW Just Posted Strong Earnings. So Why Is the Stock Getting Crushed? 📉👀 Today’s move has caught many traders off guard. 🔻 Pacing for its worst single-session decline since March 2020 📊 RSI has fallen to 28, entering oversold territory 📈 Options volume surged to roughly 3x normal levels within the first hour, with traders aggressively buying both downside puts and upside August calls. Despite the sell-off: 🟢 EPS: $0.78 vs $0.75 expected 🟢 Revenue: $4.74B vs $4.63B expected CEO Wendell Weeks remained highly confident: “We continue to deepen our long-term customer partnerships with

$HBT Financial, Inc.(HBT)$ $First Busey(BUSE)$  $Old Second(OSBC)$  🚀 $HBT Q2 2026 Earnings: Merger Synergies Ignite Profit Growth as Margins Outperform Regional Banking Peers HBT Financial delivered a standout first full quarter following its CNB Bank acquisition, demonstrating that disciplined integration can rapidly translate into stronger profitability. Net Income surged to $27.8 million, or $0.76 per share, from an acquisition-impacted $11.2 million in Q1. Net Interest Income climbed 22.5% sequentially, while Net Interest Margin (NIM) expanded 12 basis points to an impressive 4.32%, bucking the trend of margin pressure across many regional

$GE Vernova Inc.(GEV)$ $Eaton Corp PLC(ETN)$  $Emerson(EMR)$  $GEV Q2 2026: $176B Backlog Signals an AI Infrastructure Supercycle ⚡🚀 $GEV now holds an astonishing $176B backlog (+37% YoY), with 116 GW of gas turbine orders and reservations effectively filling manufacturing capacity through 2027. Management says the power industry is still only in the early stages of a multi-decade growth opportunity, while customers paying years in advance to secure scarce manufacturing slots demonstrates extraordinary pricing power. With AI data centres demanding reliable electricity now, gas turbines have become one of the fastest paths to dispatchable power. O