Nasdaq 100 Stocks SEC Filings — August 04, 2026

04-08-2026

Form 4 ownership filing; the structured EDGAR document could not be retrieved for automated parsing.

04-08-2026

Amgen reported total revenues of $10.1B in Q2 2026, up 10% year-over-year, driven by product sales growth of 9% to $9.537B. GAAP EPS surged 65% to $4.37, while non-GAAP EPS increased only 4% to $6.29. However, several key products declined sharply, including Prolia (-32%), XGEVA (-34%), Otezla (-21%), and KYPROLIS (-17%), partially offsetting strong growth from Repatha (+37%), EVENITY (+38%), and UPLIZNA (+90%).

• · No share repurchases occurred in Q2 2026; full-year 2026 repurchase cap is $3.0B.
• · GAAP operating income increased from $2.7B to $3.5B YoY, with operating margin up 6.5 percentage points to 36.8%.
• · Non-GAAP operating income increased from $4.3B to $4.6B, but operating margin fell 0.5 percentage points to 48.4%.
• · GAAP tax rate rose 5.5 percentage points to 14.2%; non-GAAP tax rate rose 1.4 percentage points to 15.6%.
• · Total debt increased $2.7B from year-end 2025 to $57.3B as of June 30, 2026.
• · MariTide has six ongoing Phase 3 studies (MARITIME-1, -2, -CV, -HF, -OSA-1, -OSA-2) plus a switch study and two extension studies; three additional T2D Phase 3 studies planned in 2026.
• · AMG 513 development discontinued, though Phase 1 study remains ongoing to follow enrolled participants.
• · Repatha VESALIUS-CV subanalysis on PCI patients presented at EuroPCR 2026.

04-08-2026

Palantir Technologies reported a strong Q2 2026 with revenue of $1.935B, up 92.8% YoY from $1.004B, and net income attributable to common stockholders of $1.062B, up 225% from $0.327B. For the six-month period, revenue grew 89.0% to $3.568B and net income rose 257% to $1.932B. However, the company recorded an accumulated other comprehensive loss of $(7.1M) compared to a gain of $13.9M at year-end 2025, driven by foreign currency translation and unrealized losses on securities.

• · Earnings per share (diluted) for Q2 2026 was $0.41, up from $0.13 in Q2 2025.
• · Earnings per share (diluted) for H1 2026 was $0.75, up from $0.21 in H1 2025.
• · Gross profit for Q2 2026 was $1.639B (84.7% margin) vs $0.811B (80.8% margin) in Q2 2025.
• · Total operating expenses for Q2 2026 were $726.6M, up 34.2% from $541.4M in Q2 2025.
• · Stock-based compensation for H1 2026 was $466.8M, up 48.0% from $315.3M in H1 2025.
• · The company repurchased 8 shares of common stock for $1,500 during H1 2026.
• · Net unrealized loss on available-for-sale securities was $16.8M in H1 2026 vs $2.3M in H1 2025.
• · Foreign currency translation adjustments were a loss of $4.2M in H1 2026 vs a gain of $12.7M in H1 2025.
• · Total equity increased to $9.885B as of June 30, 2026 from $7.488B as of December 31, 2025.
• · Noncontrolling interests were $110.7M as of June 30, 2026 vs $100.7M as of December 31, 2025.
• · The company held $7.195B in U.S. Treasury securities as marketable securities as of June 30, 2026.
• · Publicly-traded equity securities increased to $184.1M as of June 30, 2026 from $23.4M as of December 31, 2025.
• · Accounts receivable increased 42.5% to $1.485B, indicating potential collection risk or strong sales growth.
• · Deferred revenue (current) grew 41.7% to $579.4M, while noncurrent deferred revenue declined 27.0% to $33.7M.
• · Customer deposits (current) increased 26.6% to $452.1M.
• · Net cash provided by operating activities was $2.115B in H1 2026, up 149% from $0.850B in H1 2025.
• · Net cash used in investing activities was $1.510B in H1 2026, down 24.8% from $2.007B in H1 2025.
• · Net cash provided by financing activities was $8.4M in H1 2026 vs net cash used of $22.4M in H1 2025.
• · The company's accumulated deficit improved by 54.2% to $1.630B from $3.562B at year-end 2025.

04-08-2026

Gilead Sciences reported Q2 2026 total revenues of $7.8B, up 10% YoY, driven by strong HIV portfolio (+12%), Trodelvy (+26%), and Livdelzi. However, the company posted a GAAP diluted loss per share of $(8.45) versus a profit of $1.56 in Q2 2025, primarily due to $11.2B in acquired IPR&D expenses from the acquisitions of Arcellx, Tubulis, and Ouro Medicines. Cell Therapy sales declined 14% YoY and Veklury sales plunged 81%, while cash and marketable securities dropped from $10.6B at year-end 2025 to $3.2B as of June 30, 2026, reflecting significant acquisition-related outflows.

• · Product gross margin remained relatively flat at 79.3% in Q2 2026 vs 78.7% in Q2 2025.
• · Non-GAAP product gross margin also remained flat at 86.9% in Q2 2026 vs Q2 2025.
• · R&D expenses were $1.8B in Q2 2026 vs $1.5B in Q2 2025; non-GAAP R&D expenses were $1.4B vs $1.5B.
• · SG&A expenses were $1.9B in Q2 2026 vs $1.4B in Q2 2025; non-GAAP SG&A expenses were $1.5B vs $1.4B.
• · GAAP effective tax rate was (2.4)% in Q2 2026 vs 19.3% in Q2 2025.
• · Non-GAAP effective tax rate was (11.4)% in Q2 2026 vs 18.8% in Q2 2025.
• · Full year 2026 product sales guidance raised to $30.1B - $30.4B (from $30.0B - $30.4B).
• · Full year 2026 product sales excluding Veklury guidance raised to $29.8B - $30.1B (from $29.4B - $29.8B).
• · Full year 2026 Veklury sales guidance lowered to ~$300M (from ~$600M).
• · Full year 2026 GAAP diluted loss per share guidance worsened to $(3.75) - $(3.40) from $(3.25) - $(2.85).
• · Full year 2026 non-GAAP diluted loss per share guidance improved to $(0.65) - $(0.30) from $(1.05) - $(0.65).
• · FDA accepted supplemental NDA for Yeztugo (lenacapavir) once-weekly oral PrEP with PDUFA date Feb 2, 2027.
• · Positive Phase 3 results for islatravir/lenacapavir once-weekly oral regimen in HIV (ISLEND-1 and ISLEND-2).
• · FDA accelerated approval for Hepcludex for chronic HDV infection.
• · FDA approval of Trodelvy for 1L mTNBC as single agent or with Keytruda.
• · Discontinuation of Phase 3 EVOKE-03 study (Trodelvy + Keytruda in 1L NSCLC).
• · Completed acquisition of Tubulis for $3.15B upfront; Ouro Medicines for $1.675B upfront (shared with Lakefront).
• · Board declared Q3 2026 dividend of $0.82 per share, payable Sept 29, 2026.
• · Year-to-date cash outflows of $11.3B related to acquisitions, $2.8B debt repayments, $2.1B dividends, $774M stock repurchases.
• · Year-to-date cash inflows of $4.1B net proceeds from debt financing and $6.1B operating cash flow.

04-08-2026

Booking Holdings reported Q2 2026 results with revenue growing 8% YoY to $7.4B and net income surging 118% to $2.0B, driven by resilient travel demand. However, room night growth slowed to 5% YoY (325M), and alternative accommodation room nights at Booking.com grew only 4%. The company guided Q3 room night growth of 3%-5%, below Q2's actual 5%, indicating a potential deceleration.

• · Q3 2026 guidance: room night growth 3%-5%, gross bookings growth 4%-6%, revenue growth 4%-6%, adjusted EBITDA growth 4%-6%, adjusted EPS growth low-to-mid teens.
• · FY 2026 guidance: gross bookings growth high single digits, revenue growth high single digits, adjusted EBITDA growth high single digits.
• · Direct channel mix of total room nights over trailing four quarters was mid-fifties percentage, similar to last year.
• · Marketing expense as a percentage of gross bookings increased to 4.7% from 4.6% in Q2 2025.
• · Adjusted fixed operating expenses increased 6% driven by higher cloud computing costs, software license fees, and adverse FX changes.
• · Total operating expenses increased 7%, slower than revenue growth of 8%.
• · The company repurchased $3.7B of stock in Q2 2026, with $14.5B remaining authorization.
• · A quarterly dividend of $0.42 per share was declared, payable September 30, 2026.
• · The company effected a 25-for-1 stock split on April 2, 2026; all per-share data retroactively adjusted.
• · Guidance assumes continued indirect impacts from Middle East conflict, including elevated flight prices, reduced capacity on certain routes, and softer long-haul international demand.

04-08-2026

AMD reported record Q2 2026 revenue of $11.5 billion, up 50% year-over-year, with GAAP net income of $2.3 billion and diluted EPS of $1.38. Non-GAAP operating income rose 245% to $3.1 billion, and Data Center revenue more than doubled (+107%) to $6.7 billion. However, Gaming segment revenue declined 31% year-over-year, and the company faces ongoing export control risks. For Q3 2026, AMD expects revenue of approximately $13 billion, plus or minus $300 million, representing ~41% year-over-year growth.

• · Data Center segment represented 58% of company revenue in Q2 2026.
• · Q2 2025 results included $800 million in inventory and related charges due to U.S. Government export control on AMD Instinct MI308 data center GPU products.
• · AMD announced a strategic partnership with Anthropic to deploy up to 2 gigawatts of MI450 Series GPUs in AMD Helios racks.
• · AMD acquired MEXT, adding AI-powered predictive memory technology.
• · AMD expects Q3 2026 revenue of approximately $13 billion, plus or minus $300 million, with non-GAAP gross margin of approximately 56%.
• · Gaming business revenue declined 31% year-over-year due to lower semi-custom revenue.
• · AMD extended support for Socket AM5 platforms through 2029.

04-08-2026

Corp VP Kwon David exercised/converted 250 Common Stock at $138.53 (~$34.6K). Kwon David holds 9,909.553 shares after the transaction. Trades executed under a Rule 10b5-1 plan.

• · Corp VP Kwon David exercised/converted 250 Common Stock at $138.53 (~$34.6K)
• · Corp VP Kwon David exercised/converted 250 Stock Option (Right to Buy) at $138.53 (~$34.6K)

04-08-2026

Chief Enterprise Officer Sambar Christopher was awarded 40,966 Common Stock. Sambar Christopher holds 40,966 shares after the transaction.

• · Chief Enterprise Officer Sambar Christopher was awarded 40,966 Common Stock

04-08-2026

Chair & CEO ROCHE VINCENT sold 10,000 Comm Stock - $.16-2/3 value at $363.00 (~$3.63M). ROCHE VINCENT holds 137,537.875 shares after the transaction. Trades executed under a Rule 10b5-1 plan.

• · Chair & CEO ROCHE VINCENT exercised/converted 10,000 Comm Stock - $.16-2/3 value at $108.08 (~$1.08M)
• · Chair & CEO ROCHE VINCENT sold 10,000 Comm Stock - $.16-2/3 value at $363.00 (~$3.63M)
• · Chair & CEO ROCHE VINCENT exercised/converted 10,000 Non-Qualified Stock Option (right to buy) at $108.08 (~$1.08M)

04-08-2026

Director Alford Peggy sold 464 Class A Common Stock at $543.56 (~$252K). Alford Peggy holds 2,840 shares after the transaction. Trades executed under a Rule 10b5-1 plan.

• · Director Alford Peggy sold 464 Class A Common Stock at $543.56 (~$252K)