Wolfe's Roth on Inflation Outlook Amid Oil Supply Risks
Wolfe Research Chief Economist Stephanie Roth joins Bloomberg's Vonnie Quinn on "Bloomberg Brief" to discuss her outlook for inflation amid rising oil supply risks.
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Technology
Roper Technologies reports strong second-quarter earnings and raises full-year 2026 guidance
Roper Technologies (NASDAQ:ROP) reported its second-quarter 2026 financial results, generating $2.11 billion in revenue.
Technology
Tractor Supply reports Q2 sales of $4.54 billion, up 2.3%
Tractor Supply Company (NASDAQ:TSCO) reported second-quarter sales of $4.54 billion, up 2.3%, although comparable-store sales declined 1.5%.
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Bonds Are Not Working as a Hedge, BlackRock's Koesterich Says
Russ Koesterich, Global Allocation Fund portfolio manager at BlackRock, explains why energy stocks are the only thing he has conviction in as a hedge against equity risks at this time. He also comments on what it would take to buy into US 10-Year Treasuries.
_1444948_640x360_2507953219572-640x360.webp&w=3840&q=75)
Bonds Are Not Working as a Hedge, BlackRock's Koetserich Says
Russ Koesterich, Global Allocation Fund portfolio manager at BlackRock, explains why energy stocks are the only thing he has conviction in as a hedge against equity risks at this time. He also comments on what it would take to buy into US 10-Year Treasuries.
Technology
Dover reports strong second-quarter earnings and raises full-year 2026 guidance
Dover (NYSE:DOV) reported its second-quarter 2026 financial results, generating $2.19 billion in revenue.
Transport and logistics
Ryder second quarter revenue climbs 5% to $3.3 billion
Ryder System (NYSE:R) reported second-quarter revenue of $3.35 billion, up 5%, while comparable EPS increased 12% to $3.73.
Communications
T-Mobile service revenue rises 9% to $19 billion
T-Mobile US (NASDAQ:TMUS) reported second-quarter service revenue of $19 billion, up 9%, as postpaid revenue, customer accounts and average account spending increased.
Defence
Lockheed Martin sales jump 11% to $20.1 billion
Lockheed Martin (NYSE:LMT) reported second-quarter sales of $20.1 billion, up 11%, with net earnings of $1.8 billion and EPS of $7.94.
Industrials
Cleveland-Cliffs reports Q2 2026 results with tripled adjusted EBITDA and strong revenue
Cleveland-Cliffs (NYSE:CLF) reported its second-quarter 2026 financial results, generating $5.2 billion in consolidated revenues, which represents a $300 million increase compared to the $4.9 billion recorded in the first quarter.
Technology
Allegion revenue gains 12.7% to reach $1.15 billion
Allegion (NYSE:ALLE) reported second-quarter revenue of $1.15 billion, up 12.7%, as Americas demand drove 6.9% organic growth.
Media
Comcast reports Q2 earnings highlighting Peacock profitability and NBCUniversal spin-off
Comcast (NASDAQ:CMCSA) delivered its second-quarter 2026 financial results, highlighted by robust adjusted earnings per share of $1.04 and $4.6 billion in free cash flow.