# How Will Second-Quarter Earnings Guide 2026 Planning?

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Text version: https://stenobird.com/podcast/grey-journal-daily-news-podcast-6927761/how-will-second-quarter-earnings-guide-2026-planning.md
Podcast: [GREY Journal Daily News Podcast](https://stenobird.com/podcast/grey-journal-daily-news-podcast-6927761)
Published: 2026-07-13T14:49:21+00:00
Episode link: https://greyjournal.net/news/
Audio file: https://sphinx.acast.com/p/open/s/665dda1b3ce6480013459039/e/6a54faf1420a266ecbd15f77/media.mp3
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Duration seconds: 84

## Resource

Morningstar's Markets Brief urges investors to watch second-quarter earnings because guidance and revisions can reset valuations. Large banks will set the tone on credit by reporting net interest income, deposit costs, and credit losses. Technology platforms including Microsoft, Amazon, and Alphabet will update cloud and AI demand, with Nvidia supply as a factor. Consumer and advertising signals will come from Walmart, Target, Costco, Starbucks, McDonald's, Meta, Alphabet, and Snap. Logistics and industrials such as UPS, FedEx, Union Pacific, CSX, C.H. Robinson, Caterpillar, and Honeywell will detail volumes, rates, and backlogs. Energy and utilities including Exxon Mobil, Chevron, ConocoPhillips, NextEra Energy, and Duke Energy will connect commodity and power trends to cost structures. Founders can use these disclosures to recalibrate budgets, vendor terms, hiring, and capital spending for the rest of the year. Learn more on this news by visiting us at: https://greyjournal.net/news/ Hosted on Acast. See acast.com/privacy for more information.

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## Transcript

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