Tesla signals over $25B 2025-2026 CapEx as it targets Optimus production by late July/August and Robotaxi in a dozen states by year-end
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Lam forecasts June quarter EPS $1.65 ± $0.15 as it raises 2026 WFE view to $140B with upside bias
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Knight-Swift projects Q2 2026 adjusted EPS of $0.45 to $0.49 as truckload bid targets shift to high single to low double-digit increases
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GAP signals MXN 20.8 per share dividend plan as it reiterates 2%-6% 2026 traffic guidance
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IBM signals 5%+ 2026 revenue growth and about $1B higher free cash flow, while keeping guidance unchanged
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Cathay General projects 3.40%-3.50% 2026 NIM while ending rate-cut assumptions
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Neptune outlines $195M 2026 revenue target and authorizes $100M buyback as Atlas+ beta expands
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Texas Instruments expects Q2 2026 revenue of $5B-$5.4B while targeting $2B-$3B 2026 CapEx
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Kinder Morgan tops Q1 estimates as gas demand surge offsets lower fuel volumes
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LVS targets $700M Macao quarterly EBITDA while planning Venetian refresh through end of 2027
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