🧑‍💻 @COVS'_Bureau.Invest. 🌐

🇨🇴. (Homo Universalis scholar, uniting metaphysics, anthroposophy,and psychocriticism to innovate in knowledge and humanity). (Ind.S.A.P.I.&.CV).co.🛰️📡

[Polymarket Money @PolymarketMoney]

JUST IN: Caterpillar surges as quarterly sales top $20,000,000,000.00 for the first time amid the AI data center boom.

[Polymarket @Polymarket]

JUST IN: Microsoft, Meta, Oracle, Amazon, & Alphabet have now locked in $1,090,000,000,000.00 in future AI data center lease payments.

[🧑‍💻 @COVS'_Bureau.Invest. 🌐 @LEANDROYEI7e6]

https://t.co/iedXrACyKH

[Polymarket @Polymarket]

JUST IN: Google cancels its AI Studio mobile app one day before launch despite nearly 800,000 pre-registrations.

[SpaceX @SpaceX]

Deployment of 24 @Starlink satellites confirmed

[TheValueist @TheValueist]

$MPC (Bloomberg) -- Marathon Petroleum forecast direct operating cost per barrel for the third quarter; the guidance beat the average analyst estimate.
THIRD QUARTER FORECAST
Sees direct operating cost per barrel $5.60, estimate $5.51 (Bloomberg Consensus)
Sees total throughput 3,005 mb/d
SECOND QUARTER RESULTS
Adjusted EPS $17.73 vs. $3.96 y/y, estimate $14.19
EPS $17.73 vs. $3.96 y/y
Adjusted Ebitda $8.46 billion, estimate $6.96 billion
Total throughput 2,944 mb/d
Total revenues & other income $52.34 billion, estimate $39.72 billion
COMMENTARY AND CONTEXT
Capital 2026 Spending Outlook $1.5B
"Our results reflect the differentiated capabilities of our value chains and the execution of our optimization strategies," said Chairman, President and Chief Executive Officer Maryann Mannen.
NOTE
For Bloomberg Consensus estimates used in this story see: MPC Equity MODL
13 buys, 8 holds, 1 sell

[Polymarket @Polymarket]

JUST IN: Visa to acquire AI fraud prevention firm BioCatch for $2,400,000,000.00 in cash.

[Kalshi @Kalshi]

BREAKING: Palantir beat Q2 earnings

• EPS: $0.41 vs $0.35 est
• Revenue: $1.94B vs $1.81B est

$PLTR +8% after-hours

[Yahoo Finance @YahooFinance]

$AMZN's market value just surpassed the $3 trillion mark for the first time.

[Watcher.Guru @WatcherGuru]

JUST IN: 🇺🇸 US government fines OpenAI $3,200,000 for discriminating against American workers during hiring and favoring foreign temporary visa holders.

[DolarHoy @dolarhoy]

McDonald's Corporation $MCD presentó hoy sus resultados financieros correspondientes al segundo trimestre de 2026, entregando un desempeño mixto que refleja tanto la fortaleza de su modelo de negocio como los desafíos en su mercado principal. La compañía superó las expectativas de ganancias del mercado, pero sus ingresos no alcanzaron las proyecciones de los analistas, en un contexto de menor dinamismo en Estados Unidos. La empresa reportó ganancias ajustadas de 3,38 dólares por acción, superando el consenso de los analistas que estimaba 3,34 dólares.

[LiveSquawk @LiveSquawk]

$CMI Cummins Q2 2026 Earnings
Adj. EBITDA $1.65B (est $1.78)
Net Sales $9.5B (est $9.32B)
Raises FY Rev Guidance To Be Up 10% To 13%
Sees FY EBITDA +18% To +18.5% (est +17.9%)

[🧑‍💻 @COVS'_Bureau.Invest. 🌐 @LEANDROYEI7e6]

https://t.co/rhcfo1lqJn

[Starlink @Starlink]

Disfrute de una conexión a internet rápida y estable para streaming, videollamadas, juegos en línea y más.

Realice su pedido en línea en pocos minutos.

[Kalshi @Kalshi]

JUST IN: 45% chance S&P 500 hits 8,000 this year

[🧑‍💻 @COVS'_Bureau.Invest. 🌐 @LEANDROYEI7e6]

(4 de agosto de 2012, El nadador estadounidense #MichaelPhelps se convierte en el mejor nadador de la historia al ganar su medalla olímpica número 22, superando la marca de 18 medallas que hasta entonces ostentaba la gimnasta soviética #LarisaLatýnina).

[Kalshi Finance @Kalshi_Finance]

BREAKING: The S&P 500 officially breaks above 7,700 for the first time in history

[Forbes Colombia @forbescolombia]

El aguacate Hass colombiano, que exportó 201.479 toneladas en 2025 por un valor de US$375,3 millones, recibirá un impulso de recursos para proteger su crecimiento internacional. ➡️ https://t.co/2sxsWIeN67

[The Kobeissi Letter @KobeissiLetter]

BREAKING: The S&P 500 surges above 7,600 for the first time since June 3rd, now up +1.5% today.

Despite all the noise, we are just 20 point away from a new record high.

[Investing visuals @InvestingVisual]

$PLTR CRUSHES Q2 earnings:

• Revenue $1.94B vs Est. $1.81B
• EPS $0.41 vs Est. $0.35
• US Commercial: $764M vs Est. $716M (+149% YoY)

FY26 Guidance
• Revenue $8.2B vs Est. $7.7B