
Macerich's Q2 FFO & Revenues Beat Estimates on Strong Portfolio NOI
MAC's Q2 FFO and revenues top estimates as stronger portfolio NOI, occupancy gains and tenant demand fuel growth.
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MAC's Q2 FFO and revenues top estimates as stronger portfolio NOI, occupancy gains and tenant demand fuel growth.

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HRMY tops Q2 estimates as Wakix demand fuels 30% revenue growth. A growing pipeline, BP-205 progress and reaffirmed 2026 guidance add momentum.

Harmony Biosciences Holdings, Inc. has now elevated BP-205, its orexin-2 receptor agonist, to lead the pipeline. HRMY management has become even more specific about business development—exactly the kind of thing I thought was missing earlier. My updated valuation suggests most of the improvement is now reflected in the stock. I am, therefore, upgrading HRMY from Sell to Hold.

Shareholders are not taking kindly to Google's AI leadership changes.

Some brokerages appeared optimistic about SpaceX's quarterly earnings: JPMorgan analysts, who lifted their price target for shares to $240 from $225, wrote SpaceX is benefiting from “extreme vertical integration” while noting its “pace of change in AI is incredibly fast,” and that a step-up in AI infrastructure and higher monetization could push SpaceX's AI revenue to $100 billion in 2027. Wells Fargo analysts cut their price target for SpaceX shares to $215 from $230 amid broader caution about its AI spending, noting that SpaceX was “off to an ambitious start” and that revenue projections for 2027 and 2028 were higher than expected, but so were capital expenditure estimates.

CFRA's Keith Snyder says "there was a lot to like" in SpaceX (SPCX) earnings, but he points to a red flag in the company's capex spending levels. He also likes the "firm" computing power contracts SpaceX holds but he wants to hear if the company can grow "on its own without renting out excess capacity.

SUNNYVALE, Calif., Aug. 05, 2026 (GLOBE NEWSWIRE) -- BioCardia®, Inc. [NASDAQ:BCDA], a developer of cellular and cell-derived therapeutics for the treatment of cardiovascular and pulmonary diseases, today announced it will provide a corporate update and report its financial results for the second quarter of 2026 by conference call on Wednesday, August 12, 2026 at 4:30 PM EDT. Following management's formal remarks, there will be a question-and-answer session.

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