IRGC: HITS TWO TANKERS, FOUR OTHERS CHANGED COURSE WHILST NOT FOLLOWING IRANIAN ROUTE IN HORMUZ
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IRAN'S FARS SAYS IRGC STOPPED TWO TANKERS FROM PASSING THROUGH STRAIT OF HORMUZ; 4 OTHER TANKERS CHANGED COURSE
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IRGC SAYS HORMUZ STRAIT IS CLOSED, REQUIRES IRAN PERMIT
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ISRAEL AND US CONSIDER IRAN LAND BLOCKADE - TELEGRAPH
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Linde Q2 2026 Earnings

-Adj EPS $4.50 (est $4.49)

-Sales $9.29B (est $9.01B)

-Net Cash From Oper. Activities $2.27B (est $3.2B)

-Sees Q3 Adj EPS $4.45 To $4.55 (est $4.47)

-Sees FY Adj EPS +8% To +9%

-Sees FY Adj EPS $17.70 To $17.90, Saw $17.60 To $17.90

-To Expand Industrial Gases Complex In Phoenix

-To Invest $1B For US Semiconductor Facility Expansion
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DEEPSEEK RELEASES V4 MODELS BETA AS AI PRICE WAR HEATS UP – NIKKEI
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BOJ DATA INDICATES JAPAN'S INTERVENTION AROUND 8.45 TRILLION YEN.
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CHEVRON 2Q EPS $6.11 || 2Q LIQUIDS PRODUCTION 1,491 MB/D, EST. 1,457 || 2Q WORLDWIDE PRODUCTION 4,070 MBOE/D, EST. 3,981 || 2Q DOWNSTREAM EARNINGS $4.87B, EST. $4.13B || 2Q ADJ EPS $6.06, EST. $5.65 || 2Q CASH FLOW FROM OPS $22.6B, EST. $19.72B || 2Q REV. & OTHER INCOME $70.06B, EST. $67.93B || 2Q UPSTREAM EARNINGS $8.18B, EST. $8.1B || 2Q ADJ. CASH FLOW FROM OPS $19.7B
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ZELENSKIY: UKRAINE STRUCK RUSSIAN LOGISITCS SITES IN THREE REGIONS
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ZELENSKIY: UKRAINE STRUCK RUSSIAN SEA TERMINAL IN KRASNODAR REGION
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Exxon Q2 2026 Earnings

- Adj EPS $3.52 (est $3.54)

- Production 4,514 KOEBD (est 4,227)

- Refinery Throughput 3,562 KBD (est 3,630)

- Total Rev. & Other Income $116.02B (est $103.1B)

- Mideast Vol Disruptions Reduced YTD Earnings By $1.8B

- May See 150 KOEBD Output Impact If Hormuz Closed Thru Q3
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KUWAIT'S ARMY ANNOUNCED THAT IT DESTROYED DRONES THAT INVADED ITS AIRSPACE TODAY.
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IRAN ATTACKS HURT IMPORTANT MILITARY SITES IN KUWAIT.
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IRGC SAYS HORMUZ STRAIT IS CLOSED, REQUIRES IRAN PERMIT: IRIB
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Colgate-Palmolive Q2 2026 Earnings

- Adj EPS 99C (est 95C)

- Net Sales $5.36B (est $5.35B)

- Sees FY Net Sales +2% To +6%

- Sees FY Organic Sales +1% To +4% (est +2.82%)
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CPC HAS DISCUSSED `INDEFINITE' HALT OF OIL, TANKER OPERATIONS || CPC TERMINAL IS VITAL FOR KAZAKHSTAN'S OIL EXPORTS || CPC MAY HALT OIL OPS UNTIL SAFETY GUARANTEES FROM OTHER STATES
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NOVO NORDISK PROVIDES UPDATE ON THE ZEUS PHASE 3 TRIAL IN PEOPLE WITH ASCVD, CKD AND INFLAMMATION || ADVERSE EVENT RATES SIMILAR; HIGHER SERIOUS INFECTIONS WITH ZILTIVEKIMAB
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NOVO NORDISK - OUTCOME OF ZEUS WILL NOT IMPACT NOVO NORDISKÂEUR ™S PREVIOUSLY COMMUNICATED ADJUSTED OPERATING PROFIT OUTLOOK FOR 2026 || OUTCOME WILL RESULT IN A NON-CASH IMPAIRMENT CHARGE IN Q3 2026
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NOVO NORDISK - WHILE ZILTIVEKIMAB DEMONSTRATED TARGET ENGAGEMENT AND INHIBITION OF IL-6 PATHWAY THIS DID NOT TRANSLATE INTO MACERISK REDUCTION
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PILL: MPC IS NOT EDGING TOWARD A RATE INCREASE
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PILL: LOMBARDELLI CLARIFIED IT WAS NOT A CLOSE CALL
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