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Qualcomm (QCOM) data center chief says it will be delivering meaningful revenue for custom silicon at the end calendar year starting Q1 2027

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Microsoft to deploy Qualcomm's high-bandwidth compute chip at Azure data centres. Will launch the second Generation of the HBC chip in 2028. Have won two major hyperscaler deals that will contribute meaningful revenue to Qualcomm. Dragonfly C1000 CPUs coming in 2028, Meta plans to use the C1000 CPU in its data centres. Launches PAM4 electrical and optical service

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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

Geopolitics

Only 'one or two issues' remain unresolved in Iran-Oman talks, a senior diplomatic source tells Al Jazeera