Nasdaq 100 Stocks SEC Filings — July 30, 2026

30-07-2026

Meta Platforms reported Q2 2026 revenue of $60.8B, up 28% YoY, and net income of $15.8B, down 14% YoY. For the first half of 2026, revenue rose 30% to $117.1B while net income increased 22% to $42.6B. However, operating income declined 8% in Q2 to $18.8B, and the company's cash and cash equivalents fell sharply from $35.9B at year-end 2025 to $15.5B, driven by heavy capital spending of $49.1B in H1 2026.

• · Total costs and expenses rose 55% YoY in Q2 2026 to $42.0B, driven by a 67% increase in R&D to $21.7B and a 111% increase in G&A to $5.6B.
• · Interest and other income (expense), net swung from a gain of $93M in Q2 2025 to a loss of $19M in Q2 2026.
• · The company issued $24.9B in long-term debt during H1 2026, contributing to a 42% increase in long-term debt to $83.7B.
• · No share repurchases occurred in H1 2026, compared to $22.9B in H1 2025.
• · Dividends declared were $0.525 per share in Q2 2026 ($1.05 per share in H1 2026), totaling $1.4B in Q2 and $2.8B in H1.
• · Property and equipment, net increased 28% from $176.4B at year-end 2025 to $225.7B.
• · Goodwill decreased 4.6% from $24.5B to $23.4B.
• · Accounts receivable increased 10% from $19.8B to $21.8B.
• · Accumulated other comprehensive income (loss) shifted from a gain of $271M to a loss of $603M.
• · The effective tax rate was 15.5% in Q2 2026 (provision of $2.9B on $18.8B pre-tax income) versus 10.7% in Q2 2025.

30-07-2026

Lite Strategy, Inc. (LITS) announced it repurchased 4.9 million shares (13% of outstanding) since December 2025 at an average price of $1.11 per share, deploying $5.4 million funded entirely from treasury operations with no debt incurred. The buyback narrowed the NAV discount from the low 40% range to below 25%, increasing Litecoin backing per share. As of July 17, 2026, the company holds 819,070 LTC against 31,882,648 shares outstanding, with cash of $5.7 million and total liabilities of $1.1 million at fiscal year-end June 30, 2026. However, the financial statements are preliminary and unaudited, subject to material change.

• · The repurchase program was funded entirely from treasury operations consisting of Litecoin sales and covered call premiums, with no debt incurred.
• · The company ended fiscal year 2026 with cash of $5.7 million and total liabilities of $1.1 million.
• · Financial statements for Q4 and full year ended June 30, 2026 are preliminary and unaudited, subject to material change.
• · Lite Strategy also retains a portfolio of pharmaceutical assets, providing strategic optionality independent of its digital asset treasury.

30-07-2026

Linde plc held its 2026 Annual General Meeting on July 28, 2026, with 85.65% of outstanding shares represented. All nine director nominees were elected with strong support (93.55% to 99.42% of votes cast), and shareholders ratified PwC as auditor (92.18% for) and approved executive compensation on an advisory basis (94.42% for). However, a shareholder proposal requesting a report on renewable electricity procurement strategy was overwhelmingly rejected, with only 13.05% of votes cast in favor.

• · The shareholder proposal on renewable electricity procurement strategy received only 13.05% of votes cast in favor, with 82% against.
• · All director nominees received over 93% of votes cast, with Paula Rosput Reynolds receiving the highest support at 99.42%.
• · Joe Kaeser and Victoria E. Ossadnik received the lowest support among nominees at 94.14% and 93.55% respectively.
• · The advisory vote on executive compensation (Proposal 3) had 1,472,992 abstentions, the highest among all proposals.

30-07-2026

BlackRock, Inc. filed a Schedule 13G with the SEC on July 30, 2026, disclosing beneficial ownership of 61,634,523 Class A shares of Shopify Inc., representing 5.1% of the outstanding shares. The filing indicates the shares were acquired in the ordinary course of business and not for the purpose of changing or influencing control of the issuer.

• · BlackRock's filing is under Rule 13d-1(b), indicating passive investment intent.
• · The filing includes a list of 19 BlackRock subsidiaries that may beneficially own the shares, with BlackRock Life Limited noted as owning 5% or greater of the class.
• · BlackRock's sole voting power is 57,537,611 shares, and sole dispositive power is 61,634,523 shares.

30-07-2026

Amazon reported strong Q2 2026 results with net sales up 20% YoY to $200.6B and operating income up 43% to $27.5B. AWS was a standout, growing 37% YoY to a $169B annualized run rate. However, free cash flow turned negative to an outflow of $7.6B for the trailing twelve months, driven by a $66.1B increase in capex for AI investments, compared to a positive $18.2B inflow a year ago. Net income surged to $62.6B, boosted by $53.4B in non-operating income from Anthropic investments.

• · International segment sales grew 15% YoY to $42.2B, slower than North America's 16% and AWS's 37%.
• · International segment operating income was $1.7B, up only 13.3% YoY from $1.5B, the smallest growth among segments.
• · Free cash flow turned to an outflow of $7.6B for the trailing twelve months, driven by a $66.1B increase in capex for AI investments.
• · Q3 2026 net sales guidance of $197.0B to $202.0B implies growth of 9-12% YoY, a deceleration from Q2's 20% growth.
• · Excluding Prime Day impact, Q3 2026 year-over-year growth would be nearly 400 basis points higher.
• · Q3 2026 operating income guidance of $22.5B to $26.5B, compared to $17.4B in Q3 2025.
• · AWS AI business and chips business each exceeded a $25B annual revenue run rate, growing triple-digit percentages YoY.
• · Amazon Now saw over 80% growth in gross sales and units sold QoQ, and over 60% more customers served QoQ.
• · Amazon Pharmacy saved customers nearly $250M in 2026 so far, up over 400% YoY.
• · Zoox received NHTSA approval for paid commercial robotaxi service.
• · Amazon Leo satellite constellation reached nearly 400 satellites, enough to begin initial satellite internet service in 2026.

30-07-2026

Comcast Corporation filed a registration statement (S-4) with the SEC on July 30, 2026, to register Exchange Notes to be offered in exchange for outstanding unregistered Original Notes. The exchange offer is a routine capital markets transaction to improve liquidity and registration status of the notes, with no new financing or business combination involved. The filing incorporates by reference Comcast's annual and quarterly reports, including its 2025 10-K and the 10-Qs for the quarters ended March 31, 2026 and June 30, 2026.

• · The Exchange Notes will be fully and unconditionally guaranteed by Comcast Cable Communications and NBCUniversal.
• · The guarantees do not contain any restrictions on the guarantors' ability to pay dividends or make other payments on their capital stock or debt securities.
• · The exchange offer is being conducted without a letter of transmittal or guaranteed delivery provisions.
• · Comcast's principal executive offices are at One Comcast Center, Philadelphia, Pennsylvania 19103-2838.
• · NBCUniversal's principal executive offices are at 30 Rockefeller Plaza, New York, New York 10112-0015.

30-07-2026

Anne Sweeney resigned from Netflix's Board of Directors effective July 26, 2026. Her resignation was not due to any disagreement with the company. The departure of a long-standing board member represents a change in board composition.

• · Anne Sweeney resigned effective July 26, 2026.
• · Resignation was not due to any disagreement with the company.
• · The filing was signed by David Hyman, Chief Legal Officer and Secretary.

30-07-2026

Strategy Inc reported a net loss of $8.22 billion for Q2 2026, swinging from net income of $10.02 billion in Q2 2025, driven by an $8.32 billion unrealized loss on digital assets versus a $14.05 billion unrealized gain a year ago. The company grew its bitcoin holdings 11% to 846,000 BTC during the quarter and now holds 843,775 BTC as of July 26, 2026, making it the largest institutional holder globally. However, operating loss was $8.33 billion compared to operating income of $14.03 billion in the prior year, and cash and cash equivalents declined to $1.71 billion from $2.21 billion as of March 31, 2026.

• · Gross margin declined to 66.6% in Q2 2026 from 68.8% in Q2 2025.
• · Cash and cash equivalents fell 22.6% from $2.21B (March 31, 2026) to $1.71B (June 30, 2026).
• · Short-term investments of $736.1M were added in Q2 2026; there were none as of March 31, 2026.
• · The company repurchased $1.5B of 0% convertible notes due 2029 at an 8% discount, reducing outstanding convertible debt from $8.21B to $6.71B.
• · STRC dividend rate was increased to 12.00% to support trading near $100 per share.
• · No MSTR shares have been repurchased under the $1.0B program.
• · The company sold $218.4M of bitcoin year to date to fund preferred stock dividends.
• · BTC Hurdle ARR of 10.8% represents the effective cost of credit.
• · The company expects preferred stock distributions to be treated as non-taxable return of capital for the foreseeable future (ten years or more).

30-07-2026

Apple reported record Q3 FY2026 revenue of $109.4B (+16% YoY) and diluted EPS of $2.02 (+29% YoY), driven by double-digit growth in iPhone, Mac, and Services, as well as all geographic segments. However, iPad revenue declined 6% YoY to $6.2B, and the company's gross margin of 50.1% included a ~2pp favorable impact from tariff refunds. Operating cash flow also set a June quarter record at $117.0B for the nine-month period.

• · Gross margin was 50.1%, including ~2pp favorable impact from tariff refunds.
• · Diluted EPS included $0.11 favorable impact from tariff refunds.
• · iPad revenue declined 6% YoY to $6.2B, the only product category to decline.
• · Wearables, Home and Accessories grew only 6.5% YoY, the slowest growth among product lines.
• · Operating cash flow for the nine-month period was $117.0B, up 43% YoY.
• · Cash used in repurchases of common stock was $62.1B for the nine months, down from $70.6B a year ago.
• · Total assets grew to $383.3B from $359.2B at fiscal year-end.
• · Shareholders' equity increased to $107.5B from $73.7B at fiscal year-end, driven by retained earnings swing from -$14.3B to $11.3B.
• · Quarterly dividend of $0.27 per share declared, payable August 13, 2026.

30-07-2026

Director MYLOD ROBERT J JR sold 5,000 Common Stock at $200.00 (~$1M). MYLOD ROBERT J JR holds 16,000 shares after the transaction. Trades executed under a Rule 10b5-1 plan.

• · Director MYLOD ROBERT J JR sold 5,000 Common Stock at $200.00 (~$1M)

30-07-2026

Director ARNOLD FRANCES sold 82 Class C Capital Stock at $333.39 (~$27.3K). ARNOLD FRANCES holds 18,914 shares after the transaction. Trades executed under a Rule 10b5-1 plan.

• · Director ARNOLD FRANCES sold 82 Class C Capital Stock at $333.39 (~$27.3K)

30-07-2026

Principal Accounting Officer Baker Jeff sold 6,411 Class A Common Stock at $66.51 (~$426K). Baker Jeff holds 7,211 shares after the transaction.

• · Principal Accounting Officer Baker Jeff sold 6,411 Class A Common Stock at $66.51 (~$426K)

30-07-2026

Pres., Checkout Sol. & PayPal Keller Frank sold 732 Common Stock at $58.10 (~$42.5K). Keller Frank holds 41,567 shares after the transaction. Trades executed under a Rule 10b5-1 plan.

• · Pres., Checkout Sol. & PayPal Keller Frank sold 732 Common Stock at $58.10 (~$42.5K)