Broadcom Inc. (AVGO) Q2 2026 (USD): Adj. EPS 2.44 (exp. 2.40), Revenue 22.187bln (exp. 22.12bln)

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PVH Corp (PVH) Q1 2026 (USD): EPS 1.90 (exp. 1.82), revenue 2.025bln (exp. 2.0bln). Inventory-5% to 1.51bln.

Costco (COST) May total same-store sales (ex-gas and FX) rose 8.0% Y/Y (prev. +7.8% the prior month) while US same-store sales (ex-gas and FX) rose 8.7% (prev. 8.0% increase)

Broadcom Inc. (AVGO) Q2 2026 (USD): Adj. EPS 2.44 (exp. 2.40), Revenue 22.187bln (exp. 22.12bln)

US President Trump says have been hitting Iran pretty hard and Iran negotiations going well

Lebanese-Israeli talks in Washington made progress but without reaching a permanent agreement., via Al Hadath citing sources

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  • In Q3, expect Semiconductor revenue from AI to grow over 200% Y/Y to USD 16.0bln.

Guidance:

Q3 revenue 29.4bln (exp. 28.3bln).

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