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August 7, 2026

Friday, August 7, 2026: S&P 500 Q2 Earnings Growth Hits 47.5%, Dwarfs Norms

The Daily Briefing · Friday, August 7, 2026
S&P 500 Q2 Earnings Growth Hits 47.5%, Dwarfs Norms
S&P 500 Q2 Earnings Growth Hits 47.5%, Dwarfs Norms
Q2 2026 blended earnings growth of 47.5% is the strongest since Q4 2021 and nearly six times the 7–8% historical average, reshaping the earnings growth chart for the cycle.
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Also today
U.S. July Jobs Report: Payrolls Fall 23,000
U.S. July Jobs Report: Payrolls Fall 23,000
July nonfarm payrolls fell 23,000 versus a consensus forecast of +83,000, with government shedding 53,000 jobs alone.
Earnings Sweep: Airbnb, Cloudflare Lead Broad Beat
Earnings Sweep: Airbnb, Cloudflare Lead Broad Beat
Cloudflare shares surged 15% after hours on 36% revenue growth; Airbnb jumped 11% after raising full-year guidance again.
FTSE 100 Closes In On 11,000 As Capital Flees US Tech
FTSE 100 Closes In On 11,000 As Capital Flees US Tech
FTSE 100 hit an all-time intraday record of 10,989 on July 31 and trades above 10,890 in early August sessions, up 9.7% year-to-date
AppLovin Stock Slides on Rare Q2 Revenue Miss
AppLovin Stock Slides on Rare Q2 Revenue Miss
Q2 revenue of $1.92B rose 53% year over year but missed the $1.94B consensus, AppLovin's first below-guidance quarter since going public.
Dutch Bros Q2 2026: Same-Shop Sales Jump 8.3%, Outlook Raised
Dutch Bros Q2 2026: Same-Shop Sales Jump 8.3%, Outlook Raised
Company-operated same-shop sales rose 8.3% in Q2 2026, marking the thirteenth consecutive quarter of positive comparable growth.
Moderna mFLUSIVA: FDA Clears First mRNA Flu Shot
Moderna mFLUSIVA: FDA Clears First mRNA Flu Shot
mFLUSIVA demonstrated 26.6% greater efficacy versus standard-dose flu shots in a 40,000-person trial, the largest ever for an mRNA influenza program.
More headlines
CEG Q2 2026: Earnings Beat Drives 6.9% Rally
Q2 adjusted EPS of $2.55 beat consensus by roughly 12%, up from $1.91 in the year-ago quarter
DoorDash Q2 2025: Revenue $3.45B, Orders +27%
DoorDash Q2 revenue hit $3.45B, beating Wall Street consensus and driving a 4% share gain
SpaceX Share Lockup: 911 Million Shares Unlock as SPCX Whipsaws
SpaceX's first share lockup expires August 6, freeing up to 911.5 million insider shares and more than doubling the company's public float.
Datadog Drops 20% on Record Volume After Beat-and-Raise Q2
DDOG fell ~20% intraday on Aug. 6, its largest single-day drop on record, despite Q2 revenue of $1.12B beating estimates by 3.9%.
Video of the day
Agricultural Futures Basis
Agricultural Futures Basis
The Daily Briefing from Pomegra. AI-curated market news, educational content only. Nothing here is investment advice.
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