Weekend bombshell news—explosive!

As soon as this data was released, the probability of a rate hike in September immediately dropped: Currently, the odds stand at 44.4% for a hike and 55.6% for no hike… Frankly, many people probably find these figures hard to believe—but that’s exactly how it played out. The ‘Expectations Management Master’ has now revealed his playbook: earlier, amid surging tech stocks, he stoked rate-hike expectations—to stabilize the dollar, crush gold prices, and nearly halve South Korea’s market… When its own tech sector plunged sharply, he abruptly reversed course: halted military drills near the Korean Peninsula, and deliberately weakened economic data—suddenly, the winds of rate cuts began blowing strongly. The Taiwan Strait switch, the Nonfarm Payrolls switch… various ‘switches’ fine-tune indices—without spending a single cent, yet steering market indices with surgical precision. Truly master-level expectations management—impressive. Berkshire Hathaway has also stepped in! On the evening of August 8, Berkshire released its latest earnings report, showing Q2 2026 operating profit reached $12.983 billion, up 16% year-on-year; net income attributable to shareholders hit $25.667 billion, soaring over 107% year-on-year; H1 operating profit totaled $24.329 billion, up ~17% year-on-year; and H1 net income reached $35.773 billion, up ~111% year-on-year. Berkshire’s sharp Q2 net income growth was primarily driven by investment gains. The report shows after-tax investment income for Q2 amounted to $12.684 billion—a 155% surge year-on-year—including ~$10.9 billion in after-tax unrealized gains from its equity portfolio and ~$1.8 billion in after-tax realized investment income. Cash reserves stood at a record $397 billion in Q1, dropping to $365.5 billion in Q2—a $31.5 billion deployment! Berkshire has pivoted decisively!!! This $31.5 billion is allocated across three buckets: • $4.5 billion for share repurchases—up 20-fold versus Q1’s $200 million; • $20 billion to buy Google shares—adding aggressively at elevated prices; • $6.8 billion in an all-cash acquisition of Taylor Morrison—betting squarely on the U.S. housing recovery.

Palantir’s Q2 2026 earnings release is a blockbuster—truth behind its one-day 40% surge: its moat isn’t FDE, but rather its proprietary ‘Business Ontology Semantic Layer’

Figure 3 | Official source screenshot (Business Update, p.14): US Commercial Revenue +149% YoY / +28% QoQ; Customer Count +35% YoY / +6% QoQ; Remaining Deal Value +124% YoY / +27% QoQ; Deals ≥$1M: 1.7x YoY; Total Contract Value (TCV) $2.13B, +153% YoY. (B) Financial Overview: Explosive growth—and profitability—simultaneously. Q2 total revenue: $1.935 billion, up 93% YoY and 19% QoQ. GAAP gross margin: 84.7%; GAAP operating margin: 47.1%; GAAP net income: $1.066 billion, up 224% YoY; net margin: 55%. Adjusted operating profit: $1.19 billion (62% margin); adjusted free cash flow: $1.22 billion (63% margin). As of quarter-end, cash plus U.S. Treasuries totaled ~$9.2 billion, with zero interest-bearing debt. The company raised its full-year revenue guidance from ~$7.65 billion to over $8.15 billion. Even more telling is the structural shift: customer count rose only ~24% YoY, yet average revenue from the top 20 customers over the past 12 months surged from $75 million to $124 million—a 67% increase. This quarter closed 220 deals ≥$1M (including 98 ≥$5M and 73 ≥$10M), with total contract value (TCV) of $3.37 billion (+49% YoY); net revenue retention rate: 157%; Rule of 40 score: a staggering 155%. Figure 4 | Official source screenshot (Business Update, p.4): US Revenue +115% / US Commercial +149% / US Government +90% / Total Revenue +93% / Rule of 40 = 155% / 220 deals ≥$1M (98 ≥$5M, 73 ≥$10M) / Adj. FCF $1.22B (63% margin) / Adj. OpInc $1.19B (62% margin) / RDV +124% / TCV $2.13B (+153% YoY) / Overall TCV +49% / Adj. EPS $0.41 (GAAP EPS $0.41) Figure 5 | Official source screenshot (Business Update, p.15): GAAP Net Income has more than tripled over five quarters—profit growth outpacing even the +93% revenue growth. This is precisely the basis for Karp’s bold claim that “this quarter’s net income exceeds last year’s entire quarterly revenue.” Beyond these numbers, Karp described the momentum in U.S. commercial business even more vividly in his letter: this segment is “on fire,” yet he insists it remains “just nascent.”

Transcript: Mativ Holdings Q2 2026 Earnings Conference Call

Oct 6, 2026

Mativ Holdings reported its strongest quarterly performance since inception in Q2 2026, with adjusted EBITDA of $75 million. Despite a tornado impact, the company maintains a positive outlook driven by operational efficiencies and AI adoption.

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