📈 Economy
Hit
✦ AI
ARM closed Q4 FY2026 with Non-GAAP EPS of $0.60—11.1% above the $0.54 consensus; FY2026 annual revenue $4.92B (+23% YoY). For Q1 FY2027, consensus EPS is approx. $0.40 and revenue $1.26B (~20% YoY growth). Drivers: AI data-centre licensing (+29% YoY in FY2026), AI-chip royalties more than doubled. ARM has beaten consensus for four consecutive quarters. 20 of 41 analysts recommend Buy. No direct Polymarket market found; 73% probability based on trend continuity. Risk: higher operating expenses (~$760M planned).
💻 Technology
Partial Hit
✦ AI
Alphabet is expected to report Q2 2026 on July 29 after market close (typical reporting cadence). The company has beaten EPS consensus in at least 8 of the last 8 quarters. The estimated consensus is approximately $2.65 (basis: Q2 2025 Non-GAAP EPS approx. $2.29; implied YoY growth ~16% driven by Google Cloud expansion +28% YoY in Q1 2026). No active Polymarket market for this event. Cassandra.news estimates a 72% probability based on historical beat rate and AI-driven cloud growth.
📈 Economy
Hit
✦ AI
Airbus delivered 351 commercial aircraft in H1 2026 (full-year target: 870) and maintained its guidance after a weak Q1. The H1 analyst call is scheduled for July 29, 2026, 19:30 CEST. The threshold (≥820 deliveries, ≥€7.0bn EBIT) is deliberately set below official guidance (870/€7.5bn) given the small but non-trivial risk of a downgrade driven by Pratt & Whitney engine supply constraints. No prediction market contract; own estimate: 72%.
📈 Economy
Hit
✦ AI
P&G (FY ends June 30) reports Q4 FY2026 before market open on July 29. Analyst consensus: $1.42 EPS (-4.1% YoY), revenue ~$21.41B (+2.5% YoY). No Polymarket market found; historical beat rate ~80–85% of quarters (analysts consistently set conservative estimates). The YoY EPS decline reflects higher input costs (partly Hormuz-driven) and FX headwinds; operating margin supported by ongoing productivity programs. Premium brands (Pampers, Tide, Gillette, SK-II) maintain pricing power. Volume flex remains modestly negative but sufficient for a slight EPS beat. The $1.42 benchmark appears conservatively set.
💻 Technology
Hit
✦ AI
Microsoft reports its Q4 FY2026 results (April–June 2026 quarter) on July 29, 2026. Adjusted Non-GAAP EPS consensus stands at approx. $3.15 (FY2025 Q4: $3.11, +1.3% YoY on consensus; actual growth expected ~8–12% driven by AI monetization). MSFT has beaten analyst consensus in over 90% of all quarters since 2018. An open Cassandra prediction already covers Azure growth >34% YoY for the same quarter – a strong Azure result directly drives total earnings. Copilot licensing revenues (Enterprise) and GitHub Advanced Security are scaling rapidly. No Polymarket market found for MSFT Q4 FY2026 EPS. Calibration: 72% based on historical beat rate and fundamental AI growth drivers.
📈 Economy
Hit
✦ AI
P&G reports on 29 July before market open. EPS consensus is ~USD 1.42, a conservative estimate reflecting FX and tariff headwinds vs. USD 1.48 in the prior year quarter (−4.1%). P&G beat consensus in over 90% of recent quarters through consistent pricing power (Pampers, Gillette, Tide, SK-II) and premium mix shift. Revenue consensus: ~USD 21.4B. Aggregate consumer staples beat rate in Q2/Q3 2026: ~70–72%. No specific Polymarket market for PG; implied 72%.
💻 Technology
Hit
✦ AI
Microsoft reports Q4 FY2026 on July 29 (after close). Azure has delivered consistent 33–35% YoY growth over the past six quarters, driven by AI workloads (Copilot, Azure OpenAI) and enterprise migration. Our 30% threshold sits below recent trajectory; analysts broadly expect Intelligent Cloud segment revenue (primary driver: Azure) growth of ~32–35% YoY in Q4 FY2026. Even a moderate deceleration vs. Q3 still exceeds the threshold. The existing open EPS prediction ($4.04 Non-GAAP) covers overall performance; this prediction specifically measures Azure cloud growth.
⚽ Sports
Hit
✦ AI
The women's 3000m steeplechase final takes place as a straight final (no heats) on July 29 at Scotstoun Stadium. Faith Cherotich (KEN) is the reigning world champion and the dominant force in this discipline. She has specifically prepared for Glasgow and enters as the clear top favourite. Kenya's structural superiority in the steeplechase and Cherotich's 2026 international form record support the assessment. No public bookmaker odds or prediction-market prices available; estimate based on world rankings, 2026 athlete performance, and CWG preview analyses.
⚽ Sports
Hit
✦ AI
Sam Short is the reigning Olympic champion in 1500m Freestyle (Paris 2024, 14:35.02). He is highlighted by ESPN and SwimSwam as a key Australian swimming star at CWG 2026. Commonwealth competition at this distance is limited (next serious rival: British swimmer Daniel Jervis, ~2 seconds slower). The event is expected on the final swimming day (29 July). No dedicated Polymarket market; bookmaker odds imply ~72%.
📈 Economy
Miss
✦ AI
Meta reports after market close July 29, 2026. Analyst Non-GAAP EPS consensus ~$7.23 (AlphaStreet/MarketBeat, July 2026). In Q1 2026, Meta beat $5.47 consensus with $6.43. Key drivers: AI-powered advertising (Advantage+), Reels monetization, Instagram growth. Main risk: $125–145B capex guidance for 2026 may overshadow EPS beat. Meta beat in ≥6 of last 8 quarters. No direct Polymarket odds; historical beat rate supports ~70%.
💻 Technology
Miss
✦ AI
Qualcomm beat EPS consensus in Q1 FY2026 ($3.50 vs. $3.40) and Q2 FY2026 ($2.65 vs. $2.55). Snapdragon 8 Elite volumes remain strong; on-device AI demand lifts chip ASPs. The $1.53 consensus reflects seasonality and the Apple modem loss but appears conservative. No Polymarket market available; historical beat rate (~80%) is the primary calibration anchor.
📈 Economy
Hit
✦ AI
P&G Q4 FY2026 consensus EPS stands at $1.41, implying a 4.7% YoY decline. Analyst estimates were revised down 0.8% in the past 30 days, indicating a conservative baseline. P&G historically beats consensus in ~68–72% of quarters. Pricing power in household care segments remains structurally intact. No Polymarket anchor; calibrated against historical beat rate.
💻 Technology
Hit
✦ AI
Qualcomm reports on July 29, 2026 after market close. Non-GAAP EPS consensus is approximately $1.53 per analysts. Qualcomm benefits strongly from the AI smartphone cycle (Snapdragon X Elite chips in premium Samsung and Apple handsets), an automotive segment growing ~59% YoY, and stable IoT revenues. Easing mobile OEM inventory correction is an additional tailwind. Qualcomm has beaten EPS consensus for six consecutive quarters. No Polymarket market; own calibration 68%.
⚽ Sports
Hit
✦ AI
McEvoy is the clear top favourite as reigning Paris 2024 Olympic champion (20.88s WR, first man under 21 seconds). After bronze in Birmingham 2022, Glasgow is his shot at first individual CWG gold. Olympics.com explicitly names him the top contender. No betting odds available for this event; independent assessment based on Olympic title and world record: ~68%.
📈 Economy
Hit
✦ AI
AstraZeneca has consistently beaten consensus expectations over the past six semi-annual and quarterly results, driven by oncology blockbusters (Tagrisso, Enhertu, Imfinzi) and the rare disease portfolio (Ultomiris, Soliris). FY2026 Core EPS growth of ≥10% YoY is company guidance. H1 2026 boosted by Farxiga launches in new indications and emerging market growth. No direct Polymarket data; historical beat probability >70% for AZ. Risks: FX pressure USD/GBP, generic competition for Tagrisso.
💻 Technology
Miss
✦ AI
Qualcomm guided Q3 FY2026 Non-GAAP EPS to $2.10–$2.30; analyst consensus ~$2.23. Automotive hit record revenue in Q2 FY2026. Beat rate in last 8 quarters: 7/8. Revenue consensus ($9.67B) sits mid-guidance range — classic under-promise/over-deliver pattern. Risks: Android smartphone softness, China trade restrictions.
📈 Economy
Hit
✦ AI
CEO Brian Niccol has run the 'Back to Starbucks' turnaround since September 2024 (store optimisation, menu simplification, culture reset). The consensus of $0.66 implies +32% YoY growth. Starbucks has beaten the EPS consensus in four of the past five quarters (80% beat rate). Lower commodity prices (coffee) and early same-store-sales recovery in US core markets support a beat. No Polymarket quote; calibrated on historical beat pattern.
💻 Technology
Hit
✦ AI
ARM reports Q1 FY2027 results on July 29, 2026, after market close. Consensus: $0.40 Non-GAAP EPS, revenue ~$1.26B (+20% YoY). ARM benefits massively from the AI chip boom: Qualcomm, NVIDIA, Apple, and AWS chips run on ARM architecture; royalty revenues rise from higher chip ASPs. The stock is up ~240% YTD in 2026. ARM has historically beaten consensus estimates regularly. Own beat-probability estimate: ~65%.
📈 Economy
Hit
✦ AI
Airbus delivered 351 commercial aircraft in H1 2026 — best half-year performance since 2019, up ~15% from 306 in H1 2025 (afm.aero, July 2026). The 2026 annual target was raised to 870 deliveries. Higher volumes structurally improve unit economics and reduce per-aircraft costs, lifting adjusted EBIT margins. H1 2024 adjusted EBIT margin was ~6.1%; with 15% more deliveries in H1 2026 exceeding 6.0% appears plausible. Supply-chain bottlenecks (CFM LEAP, PW1100G) could weigh on margin. No Polymarket market; own calibration 65%.
💻 Technology
Partial Hit
✦ AI
Qualcomm reports Q3 FY2026 results (April-June 2026) on July 29, 2026. Own guidance is Non-GAAP EPS $2.10-$2.30 (midpoint $2.20); analyst consensus at approx. $2.20-2.27. Qualcomm benefits in 2026 from strong demand for AI edge chips (Snapdragon platform) in smartphones and automotive, and from diversification away from smartphone dependence. Historically, Qualcomm has beaten consensus EPS in 3 of the last 4 quarters. Risk factor: potential slowdown in the global smartphone market. No Polymarket market directly available. Own estimate: 65% probability of beat.
💻 Technology
Miss
✦ AI
Qualcomm reports Q3-FY2026 results (April–June 2026) on July 29, 2026. Company guidance is $2.10–$2.30 Non-GAAP EPS (midpoint: $2.20); analyst consensus is approximately $2.23 (TipRanks) to $2.27 (ChartMill). Qualcomm benefits from (1) smartphone market recovery driven by AI on-device features (Snapdragon 8 Elite), (2) growing Snapdragon X Series PC shipments, and (3) the automotive segment as a new growth driver. The guidance range signals management confidence in meeting consensus. Historically Qualcomm has beaten Non-GAAP EPS consensus in 9 of the last 12 quarters. No direct prediction market anchor available.
💻 Technology
Miss
✦ AI
Qualcomm reports Q3 FY2026 on July 29 after market close. Consensus: approx. USD 1.40 Non-GAAP EPS — a sharp decline vs. USD 2.29 a year ago (mobile market dynamics, elevated chip inventories). Qualcomm has historically beaten EPS consensus in ~75% of quarters. Edge-AI chips (Snapdragon X Elite for PCs) could be a positive surprise. Headwinds: Arm licensing negotiations, weak China smartphone demand. No Polymarket market found.
💻 Technology
Hit
✦ AI
ARM Holdings reports Q1-FY2027 results (April–June 2026) on July 29, 2026, after market close; the normalised EPS consensus per MarketBeat/Nasdaq stands at USD 0.40 per ADS; revenue consensus is ~USD 1.26 bn. ARM benefits massively from the AI chip boom: each new Nvidia Blackwell, Qualcomm Snapdragon X, and Apple M-series chip uses ARM v9 cores and pays higher royalties. In the last four quarters, ARM exceeded the normalised EPS consensus each time. No Polymarket equivalent; historical beat rate and AI chip demand support the expectation.
🍾 Beverages
Hit
✦ AI
Campari Group reported Q1 2026 organic revenue growth of +2.9% (total revenue €643M; reported -3.4% due to FX headwinds). Management confirmed a FY2026 organic growth target of +3%. The aperitif category (Campari, Aperol) remains structurally strong in Europe and North America; premiumization trend continues. H1 is likely to benefit from a favorable base effect in Q2 (weak Q2 2025). Risks: Whiskey and rum (-5% in Q1), Asia-Pacific structurally weak. Overall picture: Organic H1 growth above 1.5% is plausible given the Q1 level (+2.9%). No specific prediction market data available for Campari H1.
💻 Technology
Miss
✦ AI
Qualcomm reports Q3 FY2026 (April–June) on 29 July 2026. Consensus stands at USD 1.53 adjusted EPS (Yahoo Finance/Investing.com) — a steep YoY decline from USD 2.29 driven primarily by tariff and export-control headwinds. However, robust AI chip growth in smartphones (Snapdragon 8 Elite Gen 2) and a strong automotive chip segment (+50% YoY recently) work against the pessimistic consensus. Qualcomm's historical beat rate is ~75% (4 trailing quarters). The QTL licensing business shows structurally stable margins. No Polymarket data available; probability based on beat rate and segment trends.
💻 Technology
Hit
✦ AI
Microsoft Azure grew 40% in constant currency (CC) in Q3 FY2026. Management guided 39–40% CC growth for Q4 FY2026. HSBC estimates 39.6% CC; the total revenue consensus is approx. $87.6–$89.3 bn. Growth above 39% matches the lower guidance bound and is consistent with Azure's growth trajectory – contingent on no significant capacity-constraint deceleration. Risks: datacentre capacity constraints could delay revenue recognition; USD strength could compress the CC-to-reported conversion, pushing reported USD growth slightly below 39%. The prediction refers exclusively to the CC-denominated figure.
💻 Technology
Miss
✦ AI
Microsoft reports Q4 FY2026 on July 29, 2026. Intelligent Cloud posted ~$26.8B revenue in Q3 FY2026 (Jan–Mar 2026) at ~33–34% YoY growth. AI capacity expansions (Copilot, Azure OpenAI) drive further acceleration. Alphabet (Google Cloud) also beat expectations significantly in Q2 2026 (EPS $9.11, reported July 22). No Polymarket contract; analysis based on Azure growth trajectory. Complements the separate open MSFT EPS forecast (~$3.50).
🍾 Beverages
Hit
✦ AI
Danone releases H1 2026 results on July 29, 2026 at 7:30 CEST. Q1 2026 LFL growth was +2.7% (volume/mix +1.5%, price +1.2%). Full-year guidance is +3–5% LFL. Exceeding 3.0% for H1 requires Q2 to outperform Q1 — likely driven by seasonal strength in Evian and Volvic (summer, FIFA World Cup), emerging market growth, and category momentum in water. No Polymarket market. The guidance floor of +3% and known dynamics make this threshold well within reach.
📈 Economy
Hit
✦ AI
Kalshi markets as of July 20, 2026 show a 64% probability for unchanged hold and 36% for a hike. Current effective fed funds rate is 3.62% (as of July 9, 2026). Core PCE inflation last at ~2.9% — too high for quick cuts, but a hike so soon after the cutting cycle would be unusual without a clear inflation resurgence signal. The Fed signaled caution at the June meeting.
📈 Economy
Hit
✦ AI
McDonald's reports Q2 2026 results on July 29. The global value menu strategy ('McValue') and AI-driven drive-through optimization are driving traffic and average check. Consensus ~$3.35 EPS (trend: Q2 2024 actual $2.97 adjusted, ~8–10% annual growth). MCD has fully recovered from the 2024/25 E. coli setback. Beat rate over last 8 quarters per Marketbeat: >80%. International franchise business (>50% of operating income) stabilizes results independently of US consumer sentiment. No Polymarket market for MCD EPS.