Daily ideas

Abacus Global Management (ABX) reviewed 9,314 qualified policies in Q2 and credits AI for more leads and faster case review, but has not isolated AI's share.

Lockheed Martin posted Q2 2026 sales of $20.06 billion and a record $230.4 billion backlog; Q3 results will show whether the missile ramp lifts sales without diluting margin.

RTX grew second-quarter sales 14% to $24.7 billion and raised 2026 EPS guidance to $7.10-$7.25; Q3 must show Collins profit and free cash flow keeping pace.

Surgical-robot maker Intuitive grew Q2 2026 revenue 19% to $2.89 billion as U.S. da Vinci procedure growth slowed to 12%; Q3 will test whether that is deferral or maturity.

Capital One earned $5.81 adjusted in Q2 2026 on a $662 million reserve release as card charge-offs fell; Q3 results must show whether releases continue and costs start to turn.

Netflix grew Q2 2026 revenue 13% to $12.56 billion at a 33.4% operating margin; Q3 results will show whether a full quarter of US pricing stops the slide in UCAN growth.

GE Aerospace grew Q2 adjusted revenue 24% to $12.6 billion as margin fell 130 bps; Q3 results will show whether parts supply or airline demand caps services growth.

Danaher grew Q2 core revenue 3.0% with adjusted EPS of $1.94 and debt at $26.6 billion after Masimo; Q3 must show whether mid-teens bioprocessing orders turn into revenue.

Coca-Cola grew organic revenue 6% in Q2 2026 on 5% unit case volume and raised full-year guidance; Q3 results will show whether volume-led growth survives tougher comparisons after the World Cup.

Atlassian says Rovo-assisted actions rose 50% quarter on quarter and over 80% of the Fortune 500 use the AI layer, but it still does not break out Rovo revenue.

Aramco gave European term buyers zero October crude, lifting Dated Brent to about $130, roughly $26 over futures, a gap that flows to Dated-indexed sellers.

Levi Strauss grew Q2 fiscal 2026 revenue 8% to $1.56 billion with a 62.7% gross margin; Q3 results will show whether its 4%-5% growth guide is caution or cooling demand.

Tennant's AI-navigated cleaning robots won a 250-unit Savers deployment as AMR sales reached about $31 million, up 37%. The navigation software's own contribution is not broken out.

Corning will lift yen-priced display glass 15% or more from Q4 2026, adding about 2% to LCD panel cost that BOE, TCL CSOT and HKC are passing to set makers.

Regions Financial lifted second-quarter net interest income 2.3% to $1.277 billion at a 3.66% margin; third-quarter results will show if the guided 2% gain comes from repricing or costlier borrowing.

Ouster tied millions of dollars of renewal revenue to Gemini, which runs at over 550 sites, but its latest call gave no new site count or software revenue.

IDT's fiscal Q3 revenue rose 5% to $315.7 million and Adjusted EBITDA 13% to $37.5 million; Q4 results will show whether legacy cost cuts still cover shrinking gross profit.

Peloton says more than 50% of monthly active users engage with Peloton IQ AI coach recommendations, but it has tied no usage figure to retention or subscription revenue.

Applied Digital booked only $99.8 million of base rent in fiscal 2026 against 1,410 MW of signed AI data center leases; Q1 shows whether Polaris Forge 1's second building pays rent.