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Applied Materials Inc. (AMAT) Q2 2026 (USD): Adj. EPS 2.86 (exp. 2.68), Revenue 7.91bln (exp. 7.68bln), Adj. net income 2.29bln (exp. 2.13bln)

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Guidance:Q3 revenue 8.95bln (exp. 8.09bln).Commentary:Expect Cos. semiconductor equipment business to grow more than 30% in CY26.

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U.S. Markets

Eli Lilly (LLY) Q2 2026 (USD): Adj. EPS 8.38 (exp. 6.01), Revenue 23bln (exp. 20.7bln)

LLYGeopolitics

Gulf official tells CNN “50:50” chance US and Iran could reach deal by Friday, CNN reports; Iranian delegation does not include IRGC, which would need to sign off on details of provisional agreement

U.S. Economy

US ADP Employment Change (Jul) 44K vs. Exp. 70K (Prev. 98K)