Phillips 66 has ridden record refining margins to a 79% gain in 2026, and hedge funds are still adding exposure. But with supply disruptions driving profits, the big question is how much of the rally is already priced in.
Gilead posted double-digit commercial growth in Q2 2026 and one of its largest quarterly losses in years, driven by $11.2 billion in acquisition-related R&D charges. The real test is whether anito-cel and the rest of that pipeline can deliver durable returns.
Yartemlia generated $32.2M in gross sales in its first full quarter on market, with adult patients accounting for roughly 75% of sales.
STAAR Surgical posted record first-half revenue and returned to profitability in Q2 2026, driven by EVO Plus momentum in China and a second consecutive $6 million quarter in the United States.
Helios Technologies reported record second-quarter operating cash flow, raised its 2026 guidance and said its data center thermal management products are now in customer sampling.
Alamar Biosciences posted $29.4 million in second-quarter revenue, up 82% year over year, as consumables sales climbed 147% and gross margin hit 60%.
CEO Adam Goldstein unveils a plan to acquire Wisk, Insitu, and SkyGrid from Boeing, adding a profitable drone unit and autonomous flight stack while keeping Midnight on the certification path.
Revenue rose 89% year over year to $1.7 million, but mark-to-market losses on digital assets pushed Trump Media to a $238 million net loss. Management also outlined progress on the TAE Technologies merger and a reshaped Crypto.com partnership.
Revenue jumped to $5.6 million on photonics sales across government and commercial sectors.
Brookdale Senior Living is sticking with its 2026 targets after a quarter in which pricing power and portfolio moves offset slower-than-expected occupancy gains.
Resideo topped Q2 forecasts with broad-based sales growth and a bigger-than-expected profit beat, but third-quarter guidance came in far below consensus as residential softness and an OEM security pullback weigh on the outlook.
SUI Group Holdings reported a wider second-quarter loss but underscored its shift from passive staking to active treasury management, citing expanded lending, AI investments, and a growing SUI ecosystem.
VAALCO Energy reported Q2 2026 net income of $42.4 million and adjusted EBITDAX of $54.8 million. Sales volumes jumped 47% from the previous quarter and net revenue more than doubled, helped by stronger pricing, higher Egyptian volumes and the Baobab restart.
Twilio reported $1.50 billion in revenue and record free cash flow in Q2, raised its full-year guidance, and pointed to early but measurable traction for its AI-era customer engagement platform.
The MRO specialist's LEAP and CFM56 Dallas-Fort Worth programs turned profitable in the second quarter, helping adjusted EBITDA margins reach a record 14.4%. Management lifted 2026 revenue, EBITDA, and EPS targets amid resilient aftermarket demand.
Rigetti’s Q2 2026 call wove together 108-qubit system progress, a potential $100 million CHIPS Act award and a new hybrid HPC push with HPE and the Pittsburgh Supercomputing Center—while the CFO laid out a $541 million cash position and an early-stage revenue picture.
Amrize reported strong second-quarter growth as data center and infrastructure demand lifted cement, aggregates and roofing volumes. But oil-driven cost inflation is pressuring margins, leading management to set 2026 adjusted EBITDA guidance at $3.1 billion to $3.2 billion.
Chime Financial’s second-quarter results topped internal forecasts and prompted a full-year guidance raise. Active members hit 10.4 million, adjusted EBITDA margin reached 15%, and CFO Matt Newcomb said he will step down.
Duolingo's second-quarter earnings showed accelerating DAU growth, record retention, and a higher profit outlook as AI cost savings made video call and other features cheaper to deliver.
Hamilton Beach Brands posted second-quarter net income of $33.7 million as a one-time tariff refund and a rebound in U.S. retail orders helped revenue climb 11.6%. Management is keeping full-year revenue growth approaching the mid-single-digit range and plans to reinvest part of the refund.
