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Markets, companies and the economy, with the date and primary source attached.

  1. Policy

    · FOMC

    Fed holds the funds rate at 3-1/2 to 3-3/4% on a 9–3 vote; July minutes published 08-19-2026.

    The 07-29-2026 decision left the target range unchanged. The 08-19-2026 minutes are the record of that meeting, not a new vote.

    Published 08-21-2026

  2. Transactions

    · CoStar Group, Inc.

    CoStar completed the acquisition of Bora (Zonda) for $800 million in cash

    CoStar Group furnished an 8-K on August 21, 2026 under Item 7.01. The accompanying press release is furnished, not filed.

    Published 08-21-2026CSGP

  3. Results

    · Walmart Inc.

    Walmart raised its outlook as ecommerce and advertising grew, but tariff refunds lifted the quarter.

    Digital businesses expanded faster than company sales; the reported margin and guidance still carry a temporary refund benefit.

    Published 08-20-2026WMT

  4. Results

    · Deere & Company

    Deere’s quarterly net income rose 7% as management called 2026 the bottom of the equipment cycle.

    Reported sales and earnings improved, while the cycle claim remains a management outlook to test against orders and inventories.

    Published 08-20-2026DE

  5. Rates

    · Treasury par curve

    Treasury 10-year yield stood at 4.69% on 08-20-2026

    The 2-year was 4.19% on the same official par-curve row. The 0.50-point gap is subtraction, not a traded note.

    Published 08-20-2026

  6. Rates

    · Treasury par curve

    Treasury raises the long-end liquidity-support buyback maximum to at least $4 billion per operation

    The current maximum is $2 billion. The larger operations apply to 10-year to 20-year and 20-year to 30-year nominal coupons, effective September 9 through November 4, 2026.

    Published 08-19-2026

  7. Results

    · Target Corporation

    Target’s $4.11 quarterly EPS included a $1.65 tariff-refund benefit.

    Sales and comparable sales improved, but more than two-fifths of reported EPS came from a refund the company does not include beyond the quarter.

    Published 08-19-2026TGT

  8. Results

    · The Home Depot, Inc.

    Home Depot’s total sales rose 5.7%, while comparable sales increased 1.7%.

    Acquisition and store growth helped the top line; the same-store measure shows a more restrained demand picture.

    Published 08-18-2026HD

  9. Results

    · Cisco Systems, Inc.

    Cisco’s quarterly product revenue rose 24% as AI infrastructure orders reached $4 billion.

    Networking led reported growth while services revenue was flat; management expects a larger AI revenue contribution in fiscal 2027.

    Published 08-12-2026CSCO

  10. Results

    · Advanced Micro Devices, Inc.

    AMD’s data-center business became the majority of revenue as quarterly sales rose 50%.

    Data Center supplied 58% of company revenue, but an unusually weak prior-year profit comparison requires care.

    Published 08-04-2026AMD

  11. Results

    · Apple Inc.

    Apple’s fiscal third-quarter sales rose 16%; tariff refunds lifted the margin comparison.

    The filed quarter shows broad growth led by iPhone and Mac, while a roughly two-point tariff-refund benefit means the 50.1% gross margin needs context.

    Published 07-31-2026AAPL

  12. Results

    · Amazon.com, Inc.

    Amazon’s second-quarter sales reached $200.6 billion; AWS supplied most segment operating income.

    The operating business expanded, while a $53.4 billion non-operating gain—primarily tied to Anthropic investments—drove the much larger net-income jump.

    Published 07-30-2026AMZN

  13. Economy

    · BEA

    First look: U.S. economy grew 1.5% in Q2 2026

    BEA’s advance estimate is the first reading of the quarter. Later vintages can revise it.

    Published 07-30-2026

  14. Prices

    · BEA

    June PCE prices fell 0.1% from May; they were 3.7% above a year earlier

    This is a monthly accounts release, not the quarterly GDP price line.

    Published 07-30-2026

  15. Results

    · Microsoft Corporation

    Microsoft closed fiscal 2026 with $90.0 billion in quarterly revenue as Azure growth reached 43%.

    Cloud and AI demand drove the quarter, but investment gains and restructuring items complicate a simple EPS comparison.

    Published 07-29-2026MSFT

  16. Results

    · Tesla, Inc.

    Tesla’s second-quarter revenue rose 26%, while operating margin narrowed to 1.4%.

    Vehicle deliveries and services lifted sales, but higher AI and research spending left operating income below the year-earlier quarter.

    Published 07-22-2026TSLA

  17. Results

    · Alphabet Inc.

    Alphabet’s Cloud revenue rose 82% as the company lifted its 2026 capital-spending range.

    Cloud operating income more than tripled, but the capacity build pushed quarterly free cash flow below zero.

    Published 07-22-2026GOOGL