American Airlines $AAL fell about 8% after Q2 results showed record $16.7B revenue but a renewed fuel shock. The carrier guided Q3 adjusted EPS to a loss of $0.70-$0.10 and full-year adjusted EPS to a range of ($0.65)-$0.65.
Intel reported Q2 revenue of $16.1B, up 25% year over year, and non-GAAP EPS of $0.42. The company guided Q3 revenue to $15.8B-$16.8B, while market reports showed $INTC up about 12% after hours on the beat.
Super Micro Computer $SMCI rose about 15% after the company said fiscal Q4 gross margin should land at 15%-17%, almost twice its prior 8.2%-8.4% guidance. Revenue is still expected near the low end of $11.0B-$12.5B, but new orders above $60B reset the AI-server backlog story.
General Motors reported Q2 revenue of $48.0B and adjusted EPS of $3.57, above the $3.19 consensus cited by market data. The company lifted 2026 EBIT-adjusted guidance to $14B-$16B and adjusted EPS guidance to $12-$14.
UnitedHealth $UNH rose around 8% after Q2 adjusted EPS of $6.38 and revenue of $112.0B topped expectations. The company lifted 2026 adjusted EPS guidance to $19.50-$20.00 and reported an 86.7% medical cost ratio, easing managed-care margin concerns.
Netflix $NFLX dropped more than 7% after Q2 revenue of $12.56B came in just under the $12.58B consensus and Q3 revenue guidance of $12.86B missed the $13B Street view. EPS of $0.80 beat by $0.01, but the narrower 2026 revenue outlook and a slower engagement disclosure cadence drove the stock reaction.
TSMC reported second-quarter EPS of NT$27.25, with revenue up 36.0% year over year and net income and diluted EPS both up 77.4%. The result keeps AI semiconductor demand at the center of global chip-capex expectations.
ASML reported Q2 net sales of €9.3B, a 54.0% gross margin and €2.9B net income, then raised its 2026 sales outlook to €43B-€45B. CNBC’s market feed showed the stock up about 3% after the release, making the beat-and-raise the clearest semiconductor earnings catalyst of the session.
IBM fell more than 20% after preliminary Q2 revenue of $17.2B and adjusted EPS of $2.93 missed FactSet expectations for $17.86B and $3.01. The warning makes the July 22 earnings call the next test for software, infrastructure, and AI spending exposure.
Delta Air Lines beat Q2 estimates with adjusted EPS of $1.56 and roughly $17.7B of adjusted revenue, but fuel costs near $4.4B pressured the stock. The carrier kept full-year EPS guidance at $6.50-$7.50 and guided Q3 EPS to $2.00-$2.50.
AstraZeneca $AZN fell 9%, erasing roughly $27B in market value, after Wainua missed the primary endpoint in a late-stage ATTR-CM heart trial. The miss puts a larger cardiac indication behind the drug under pressure while existing approvals remain intact.
Samsung Electronics (005930.KS) estimated Q2 operating profit at 89.4 trillion won, about 1,810% above last year and 6.2% above consensus, while revenue reached 171 trillion won. The stock still fell as much as 10% as investors questioned AI-memory margins after a 2026 rally.