Intrinsiq

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1 YEAR OF INTRINSIQ. FREE.

Giving away 2 annual accounts.
Follow + like to enter. Winners picked Friday.

Intrinsiq is the AI stock research platform for people who don't have a Bloomberg terminal.

🔗 https://t.co/QELxpxL3aK

[Intrinsiq @Intrinsiqapp]

$TXN

Q2 2026 · Reported

• Revenue: $5.46B vs. $5.26B est. — beat (+22.8% YoY)
• EPS (GAAP): $2.14 vs. $1.94 est. — beat
• Analog: $4,365M, +26% · Embedded: $788M, +16%
• Q3 guide: $5.9B midpoint, 4.9% above consensus

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$TSLA

Q2 2026 · Reported

• Revenue: $28.24B vs. ~$26.4B est. — beat (+26% YoY)
• EPS (non-GAAP): $0.33 vs. $0.54 est. — big miss
• Deliveries: 480,126, +25% YoY (record)
• Operating margin: 1.4%, down from 4.1%

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$NOW

Q2 2026 · Reported

• Revenue: $3.99B vs. $3.93B est. — beat (+24% YoY)
• EPS (non-GAAP): $0.90 vs. $0.86 est. — beat
• cRPO: $13.20B, +21% YoY
• FY26 subscription guide raised to ~$15.77B midpoint

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$GOOGL

Q2 2026 · Reported

- Revenue: $119.8B vs. $117.2B est. — beat (+24% YoY)

- EPS (GAAP): $9.11 vs. $2.90 est. — beat

- Google Cloud: $24.8B, +82% YoY

Operating margin: 34%, up from 32.4%

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$GEV Q2 2026

•Revenue: $11.1B vs $10.8B est. — beat
•EPS (GAAP): $2.47 vs $3.18 est. — miss
•Orders +88% organic, backlog now $176B
•FY26 guidance raised: revenue $45.5–46.5B, FCF $11.5–12.5B
•Gas Power backlog up from 100 to 116 GW

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@TheAIShrink @davidkurten https://t.co/2ntyHlTryw
Good article about that

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@MsVeilMoney $GOOGL capex is the one to watch — Cloud backlog second.

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@tidalmacro $GOOGL capex is the one to watch — Cloud backlog second.

[Intrinsiq @Intrinsiqapp]

@0xD0M_ $GOOGL capex is the one to watch — Cloud backlog second.

[Intrinsiq @Intrinsiqapp]

Earnings today:

$GOOGL — EPS est. $2.89 | Rev est. $116.8B (watch: capex + Cloud backlog)

$TSLA — EPS est. $0.54 | Rev est. $26.4B

$GEV — EPS est. $3.17 | Rev est. $10.77B

$TXN — EPS est. $1.92 | Rev est. $5.24B

$IBM — EPS est. $3.02 | Rev est. $17.86B (prelim. am 14.07: $2.93 / $17.2B — heute zählt Guidance)

$NOW — EPS est. $0.86 | Rev est. $3.92B

[Intrinsiq @Intrinsiqapp]

Earnings today:

$GOOGL — EPS est. $2.89 | Rev est. $116.8B (watch: capex + Cloud backlog)

$TSLA — EPS est. $0.54 | Rev est. $26.4B

$GEV — EPS est. $3.17 | Rev est. $10.77B

$TXN — EPS est. $1.92 | Rev est. $5.24B

$IBM — EPS est. $3.02 | Rev est. $17.86B (prelim. am 14.07: $2.93 / $17.2B — heute zählt Guidance)

$NOW — EPS est. $0.86 | Rev est. $3.92B

[Intrinsiq @Intrinsiqapp]

Earnings today:

$GOOGL — EPS est. $2.89 | Rev est. $116.8B (watch: capex + Cloud backlog)

$TSLA — EPS est. $0.54 | Rev est. $26.4B

$GEV — EPS est. $3.17 | Rev est. $10.77B

$TXN — EPS est. $1.92 | Rev est. $5.24B

$IBM — EPS est. $3.02 | Rev est. $17.86B (prelim. am 14.07: $2.93 / $17.2B — heute zählt Guidance)

$NOW — EPS est. $0.86 | Rev est. $3.92B

I’ll post the numbers here as each one reports

[Intrinsiq @Intrinsiqapp]

Check out our new article about the AI ​​market: https://t.co/kv3DTsSLhP

[Intrinsiq @Intrinsiqapp]

@wallstengine Companies rarely sue over advertising when they're winning. The interesting part is what this says about GLP-1 share shifting.

[Intrinsiq @Intrinsiqapp]

Where $725B actually goes.

[Intrinsiq @Intrinsiqapp]

Earnings to watch:

Tuesday: $DHR $MMM $NOC $GM

Wednesday: $GOOGL $TSLA $GEV $TXN $IBM $NOW

Thursday: $INTC $SAP $RTX $TMO $NOK $STM

Friday: $NEE $SLB

Watching for AI demand to hold up