Major U.S. healthcare companies reported stronger-than-expected Q2 earnings data on Thursday, July 16, 2026. UnitedHealth (UNH), the U.S. health insurance company, reported EPS of $6.38 versus a $4.85 forecast and revenue of $112B versus $110.76B expected. EPS surprise was +31.55%, and revenue surprise was +1.12%. The stock rose 1.17% to $423.41.
Abbott Laboratories (ABT), the U.S. healthcare and medical devices company, reported EPS of $1.31 versus $1.28 expected, and revenue of $12.59B versus $12.52B forecast. The stock surged 10.71% to $98.83.
Intuitive Surgical (ISRG), the U.S. robotic surgery company, beat estimates with EPS of $2.80 versus $2.51 expected and revenue of $2.89B versus $2.82B forecast. However, after rising 3.43% in regular trading, the stock fell 10.65% in extended hours.
Possible market effect:
The healthcare earnings data is positive, but price action is mixed. UNH and ABT look bullish, especially Abbott after its strong price reaction. ISRG is more cautious, because the sharp extended-hours drop shows investors may be worried about guidance, margins, or valuation. Overall sector sentiment is bullish-to-neutral, with selective buying preferred after confirmation.
Q: Did U.S. healthcare companies beat Q2 forecasts on July 16, 2026?
A: Yes. UnitedHealth, Abbott Laboratories, and Intuitive Surgical all beat EPS and revenue forecasts.
Q: Which U.S. healthcare stock had the strongest regular-session reaction?
A: Abbott Laboratories had the strongest regular-session move, rising 10.71% after beating Q2 forecasts.
Q: Is the U.S. healthcare group buyable after these Q2 results?
A: The group is selectively buyable, especially stocks holding post-earnings gains. Names falling after hours, such as ISRG, need stabilization first.
Source: Earnings calendar data.
Taiwan Semiconductor Manufacturing ADR (TSM), the Taiwanese semiconductor foundry giant, reported stronger-than-expected Q2 earnings data on Thursday, July 16, 2026. EPS came in at $4.31, above the $3.80 forecast, while revenue reached $40.2B, slightly above the $39.94B forecast. EPS surprise was +13.42%, and revenue surprise was +0.65%.
Despite the beat, TSM traded at $409.84, down 2.30%, and slipped another 0.42% in extended hours to $408.00.
Possible market effect:
The report is fundamentally positive, but the negative price reaction shows neutral-to-bearish short-term sentiment. TSM remains supported by AI and semiconductor demand, but the stock is not aggressively buyable yet unless it stabilizes after the earnings reaction.
Q: Did Taiwan’s TSMC beat Q2 forecasts on July 16, 2026?
A: Yes. TSMC beat both EPS and revenue forecasts, with an EPS surprise of +13.42% and a revenue surprise of +0.65%.
Q: Is TSM stock buyable after the Q2 data?
A: The setup is neutral-to-bearish short-term. It may become buyable only after price stabilization or confirmation of renewed upside momentum.
Source: Earnings calendar data.
Importance: ★ Low
Foreign investors purchased a net ¥745.6 billion of Japanese stocks during the week of July 5–11, 2026, reversing the previous week’s ¥21.3 billion net selling. The shift suggests that international investors renewed their exposure to Japan’s equity market.
Possible Market Effect:
Strong foreign inflows could support Japanese stock indices, including the Nikkei 225 and TOPIX. The inflows may also provide modest support for the yen if overseas investors purchase the currency to invest in Japanese shares.
Market Condition and Sentiment:
Q&A
Q: How much did foreign investors invest in Japanese stocks in the week ended July 11, 2026?
A: Foreign investors purchased a net ¥745.6 billion of Japanese equities.
Q: Is the latest foreign investment data positive for the Japanese stock market?
A: Yes. The reversal from net selling to significant net buying is supportive of Japanese equities, although other macroeconomic and geopolitical factors can still affect the market.
Source: Japan Ministry of Finance – International Transactions in Securities
Aehr Test Systems (AEHR), the U.S. semiconductor test-equipment company, reported much stronger-than-expected second-quarter earnings data on Wednesday, July 15, 2026.
The company reported EPS of $0.11, compared with a forecast loss of -$0.01, creating an EPS surprise of +1,200.00%. Revenue reached $18.8M, above the $17.92M forecast, with a revenue surprise of +4.91%.
The stock surged 21.91% to $87.79, although extended-hours trading showed a slight pullback of 0.11% to $87.69.
Possible market effect:
The data is strongly positive for Aehr Test Systems (AEHR). A shift from expected loss to positive EPS, combined with a revenue beat, supports bullish sentiment. Market condition is bullish, but after a sharp 21.91% rally, the stock is more suitable for buy-on-pullback or buy-after-confirmation, not aggressive chasing.
Q: Did U.S. Aehr Test Systems beat Q2 EPS expectations on July 15, 2026?
A: Yes. Aehr Test Systems reported EPS of $0.11, compared with a forecast of -$0.01, creating an EPS surprise of +1,200.00%.
Q: Is Aehr Test Systems stock buyable after the Q2 earnings data?
A: Sentiment is bullish, but after the large rally, buying on a pullback or after confirmation of continued momentum is safer.
Source: Earnings calendar data.
AngioDynamics (ANGO), the U.S. medical technology company, reported better-than-expected second-quarter earnings data on Wednesday, July 15, 2026.
The company posted an EPS loss of -$0.07, better than the forecast loss of -$0.09, creating an EPS surprise of +22.22%. Revenue reached $86.61M, above the $80.24M forecast, with a revenue surprise of +7.94%.
The stock rose 11.31% to $14.47, while extended-hours trading showed a further 0.21% gain to $14.50.
Possible market effect:
The data is positive for AngioDynamics (ANGO) because the company reported both a smaller loss and stronger revenue than expected. Market sentiment is bullish-to-neutral. The stock is selectively buyable after confirmation, especially if it holds the post-earnings breakout area. A failure to hold gains would weaken the bullish setup.
Q: Did U.S. AngioDynamics beat Q2 forecasts on July 15, 2026?
A: Yes. AngioDynamics reported a smaller EPS loss than expected and beat revenue forecasts by 7.94%.
Q: Is AngioDynamics stock buyable after the Q2 data?
A: Sentiment is bullish-to-neutral. The stock may be selectively buyable if it holds its post-earnings gains and confirms momentum.
Source: Earnings calendar data.
Several U.S. small-cap companies reported mixed second-quarter earnings data on Wednesday, July 15, 2026, with sharp differences between revenue beats, EPS misses, and price reactions.
Kestra Medical Technologies (KMTS), the U.S. medical technology company, reported an EPS loss of -$0.67, worse than the forecast of -$0.58, resulting in an EPS surprise of -15.52%. Revenue was $28.64M, with no forecast shown. The stock still rose 1.80% to $24.62.
Phoenix Education Partners (PXED), the U.S. education company, reported EPS of $1.43, below the $1.57 forecast, creating an EPS surprise of -8.92%. Revenue was $271.8M, with no forecast shown. The stock fell sharply, down 12.79% to $30.15.
Equity Bancshares (EQBK), the U.S. regional bank, reported EPS of $1.41, above the $1.22 forecast, with an EPS surprise of +15.57%. However, revenue came in at $81.93M, below the $85.07M forecast, creating a revenue surprise of -3.69%. The stock gained 0.47% to $49.20.
Unity Bancorp (UNTY), the U.S. regional bank, reported EPS of $1.42, slightly below the $1.44 forecast, and revenue of $34.39M, below the $34.62M forecast. The stock still rose 1.94% to $56.62.
Possible market effect:
The small-cap earnings picture is mixed. Aehr Test Systems and AngioDynamics show the cleanest positive reactions, while Phoenix Education and several loss-making names show pressure. Overall sentiment is selective rather than broadly bullish. Investors may favor companies with both revenue beats and improving profitability, while avoiding names with large EPS misses or weak revenue trends.
Q: Which U.S. small-cap company had the strongest positive reaction on July 15, 2026?
A: Aehr Test Systems had the strongest reaction in the screenshot, rising 21.91% after a major EPS surprise and revenue beat.
Q: Which U.S. small-cap company had a sharp negative reaction on July 15, 2026?
A: Phoenix Education Partners fell 12.79% after EPS came in below expectations.
Q: Are U.S. small-cap earnings broadly buyable after this data?
A: No. The setup is selective. Stocks with clean beats and positive price confirmation are more attractive, while companies with EPS misses or weak revenue should be treated cautiously.
Source: Earnings calendar data.
GAP ADR (PAC), representing Grupo Aeroportuario del Pacífico, the Mexican airport operator, reported weaker-than-expected second-quarter earnings data on Tuesday, July 14, 2026.
The company reported EPS of $2.78, below the $3.12 forecast, creating an EPS surprise of -10.90%. Revenue came in at $645.27M, below the $735.16M forecast, with a revenue surprise of about -12.23%.
The stock traded at $223.48, down 3.99%, reflecting a clearly negative market reaction to the earnings miss.
Possible market effect:
The data is negative for GAP ADR (PAC). Missing both EPS and revenue expectations suggests pressure on profitability and traffic-related revenue momentum. Market condition is bearish-to-neutral, and the stock does not look buyable yet unless it stabilizes after the selloff and shows evidence of stronger passenger traffic or pricing recovery.
Q: Did Mexico’s GAP ADR beat Q2 expectations on July 14, 2026?
A: No. GAP ADR missed both EPS and revenue forecasts.
Q: Is GAP ADR stock buyable after the Q2 data?
A: The sentiment is bearish-to-neutral. The stock is not clearly buyable yet and needs stabilization after the earnings-driven decline.
Source: Earnings calendar data.
LM Ericsson (ERIC), the Swedish telecommunications equipment company, reported weak second-quarter earnings data on Tuesday, July 14, 2026, missing both EPS and revenue forecasts.
Ericsson reported EPS of $0.1258, far below the $1.19 forecast, creating an EPS surprise of -89.43%. Revenue came in at $5.43B, below the $5.68B forecast, with a revenue surprise of -4.40%.
The stock traded at $10.34, down 11.77%, showing a strongly negative market reaction.
Possible market effect:
The data is negative for Ericsson (ERIC). The large EPS miss, revenue shortfall, and double-digit share decline point to bearish sentiment. Market condition is bearish, and the stock looks more suitable for sell/avoid positioning unless it stabilizes and management provides a convincing recovery outlook.
Q: Did Sweden’s Ericsson miss Q2 forecasts on July 14, 2026?
A: Yes. Ericsson missed both EPS and revenue forecasts, with an EPS surprise of -89.43% and a revenue surprise of -4.40%.
Q: Is Ericsson stock buyable after the Q2 data?
A: The sentiment is bearish. The stock is not buyable yet unless it stabilizes and shows clear recovery signals.
Source: Earnings calendar data.
DNB Bank ASA (DNBBY), the Norwegian banking group, reported mixed second-quarter earnings data on Tuesday, July 14, 2026. The bank posted EPS of $0.6648, slightly below the $0.6685 forecast, creating an EPS surprise of -0.55%.
Revenue came in at $2.28B, slightly above the $2.27B forecast, with a revenue surprise of +0.44%. The stock traded at $30.55, down 0.10%, showing a muted market reaction.
Possible market effect:
The data is neutral-to-slightly negative for DNB Bank ASA (DNBBY). Revenue was slightly better than expected, but the small EPS miss kept sentiment soft. Market condition is neutral, and the stock does not look strongly buyable unless it stabilizes and shows stronger earnings momentum.
Q: Did Norway’s DNB Bank beat Q2 expectations on July 14, 2026?
A: DNB Bank slightly missed EPS expectations but reported revenue slightly above forecast.
Q: Is DNB Bank stock buyable after the Q2 data?
A: The sentiment is neutral. The stock is not strongly buyable yet and needs stronger earnings confirmation.
Source: Earnings calendar data.
Fastenal (FAST), the U.S. industrial and construction-supplies company, reported mixed but positive second-quarter earnings data on Tuesday, July 14, 2026. The company’s EPS came in at $0.33, exactly in line with the $0.33 forecast, while revenue reached $2.39B, above the $2.34B forecast.
Revenue surprise was +2.14%, while EPS surprise was 0.00%. The stock traded at $48.95, up 4.04%, showing that investors reacted positively to the revenue beat and likely stronger sales momentum.
Possible market effect:
The data is positive but not strongly bullish for Fastenal (FAST). The revenue beat and strong share reaction support sentiment, but EPS did not exceed expectations. Market condition is bullish-to-neutral. FAST looks watchable and selectively buyable after confirmation, especially if the stock holds its post-earnings gains.
Q: Did U.S. Fastenal beat Q2 earnings expectations on July 14, 2026?
A: Fastenal matched EPS expectations at $0.33, but beat revenue expectations with $2.39B versus $2.34B forecast.
Q: Is Fastenal stock buyable after the Q2 data?
A: Sentiment is bullish-to-neutral. The stock may be selectively buyable if it holds support after the 4.04% gain.
U.S. banking stocks delivered broadly stronger-than-expected second-quarter earnings on Tuesday, July 14, 2026, with Bank of America, Goldman Sachs, Wells Fargo, and Citigroup all beating EPS and revenue forecasts.
Bank of America (BAC) reported EPS of $1.21 versus a $1.12 forecast, with revenue of $31.6B versus $30.67B expected. EPS surprise was +8.04%, and revenue surprise was +3.03%. The stock traded at $60.85, up 2.26%.
Goldman Sachs (GS) posted the greatest surprise among the group, with EPS of $20.98 versus $14.38 expected and revenue of $20.34B versus $16.12B forecast. EPS surprise reached +45.90%, while revenue surprise was about +26.18%. The stock jumped 7.30% to $1,122.25.
Wells Fargo (WFC) reported EPS of $2.00 versus $1.72 expected, and revenue of $22.62B versus $21.87B forecast. EPS surprise was +16.28%, and revenue surprise was +3.43%. The stock rose 0.70% to $88.28.
Citigroup (C) also beat forecasts, with EPS of $3.15 versus $2.73 expected and revenue of $24.77B versus $23.66B forecast. EPS surprise was +15.38%, and revenue surprise was +4.69%. The stock gained 1.98% to $143.49.
Possible market effect:
The data is positive for the U.S. banking sector, especially because all four major banks beat both EPS and revenue expectations. Goldman Sachs shows the strongest bullish reaction and the cleanest earnings surprise. Overall sector sentiment is bullish, but after strong early gains, the better strategy is buy-on-pullback or buy-after-confirmation, not aggressive chasing.
Q: Did U.S. major banks beat Q2 earnings forecasts on July 14, 2026?
A: Yes. Bank of America, Goldman Sachs, Wells Fargo, and Citigroup all beat both EPS and revenue expectations.
Q: Which U.S. bank had the strongest Q2 earnings surprise on July 14, 2026?
A: Goldman Sachs had the greatest surprise, with EPS beating forecasts by 45.90% and revenue beating forecasts by about 26.18%.
Q: Are U.S. bank stocks buyable after these Q2 results?
A: The sector sentiment is bullish, but the better setup is selective buying on pullbacks or after confirmation of continued upside momentum.
Source: Earnings calendar data.
Importance: High ★★★
Software and IT-services stocks remained sharply lower on Tuesday, July 14, 2026, after U.S. technology company IBM reported weaker-than-expected preliminary second-quarter results.
At 10:03 a.m. ET, the latest prices were:
IBM forecast second-quarter revenue of $17.2 billion and adjusted earnings of $2.93 per share, below market estimates. The company said clients redirected spending toward servers, storage and memory as component shortages and anticipated price increases altered capital-expenditure priorities.
Possible Market Effect: The spending shift is negative for software and IT-services valuations, while memory and data-centre hardware suppliers may receive short-term support. However, duplicate hardware orders and rising infrastructure costs remain risks for the broader AI investment cycle.
Market Condition and Sentiment:
Q: Which software-related stock recorded the largest decline?
A: IBM fell nearly 24%, substantially more than the broader software group.
Q: Why did software stocks decline?
A: IBM’s update raised concerns that enterprise technology budgets are shifting from software toward expensive AI hardware and memory infrastructure.
Source: IBM, Reuters and live U.S. market data.