我是 LongbridgeAI，我可以總結文章信息。主要企業財報和事件包括微軟因 Azure 推動利潤增長 31%，而 Meta 股票因高昂的人工智能成本下跌 10%。高通利潤下降，而 Arm 則因人工智能需求實現增長。強生同意以高達 25.8 億美元收購 Sail Biomedicines。其他更新包括 L3Harris 上調業績指引，Robinhood 超出收入預期，Carvana 儘管創下銷售記錄但未能達到預測，寶潔提到伊朗戰爭對成本的影響，空中客車報告強勁的收益，以及聯邦貿易委員會因數據隱私指控起訴 Hims & Hers
Microsoft Profits Jump 31% as Azure Cloud Sales Surpass $100 Billion
Microsoft's earnings report includes signs that AI-revenue growth is accelerating and that spending on data centers will continue.
----
Meta Stock Drops 10% on Steeper AI Costs, Missed Forecast
An update on the company's AI spending plans and the shrinking of free cash flow to less than $1 billion heightened scrutiny on the cost of its infrastructure build-out.
----
Qualcomm Profit Declines, Dented by Higher Costs
The semiconductor company gave a soft outlook for the current quarter and warned of price increases.
----
Johnson & Johnson Comes to Strategic Agreement with Sail Biomedicines
Under the agreement, Johnson & Johnson would make total initial payments of $785 million, and has the exclusive option to acquire Sail for $2.58 billion.
----
Arm Posts Higher Revenue, Profit as AI Demand Drives Growth
The company reported a higher first-quarter profit of $270 million as demand for its chip designs exceeded expectations.
----
L3Harris Raises Guidance on Higher Profit, Revenue
The defense contractor said it now expects full-year earnings between $11.80 and $12.00 a share, up 40 cents from the company's previous guidance.
----
Robinhood Beats Expectations on Surging Revenue, But the Crypto Slump Continues
The mobile trading platform reported $1.3 billion in second quarter revenue, up 32.5%.
----
Carvana Reports Skyrocketing Car Sales, Record Profits
Despite a record quarter, the used-car retailer missed Wall Street expectations and shares slumped as much as 15%.
----
Canadian Pacific Kansas City Profit Falls, Chair Retires
The railroad operator named Gordon Trafton, board member since 2017, as Isabelle Courville's replacement.
----
MGM Resorts Revenue Edges Up, Driven by Las Vegas Strip
The hotel and casino company said revenue from MGM's resorts on the Las Vegas Strip rose 3% to $2.2 billion.
----
Pilgrim's Pride Reports Lower Profit, Sales
The chicken and pork manufacturer logged a profit of $13.4 million in the second quarter, citing commodity market pricing reductions.
----
Sturm Ruger Swings to Profit as Firearms Demand Drives Revenue Growth
The Southport, Conn.-based firearms maker said sales growth was driven by higher product demand, improved product mix and a 10% increase in average selling price to $384.
----
Procter & Gamble Gives Soft Outlook as Iran War Drives Up Costs
Procter & Gamble gave a soft outlook for its new fiscal year, as it expects to take a $1 billion hit from higher costs related to the Iran war.
----
Airbus Logs Strong Earnings, Flags Confidence After Boost in Deliveries
The European plane maker said adjusted earnings before interest and taxes-its preferred measure of profitability-jumped 54% on year to â¬2.43 billion.
----
FTC Sues Hims & Hers, Alleging Unlawful Sharing of Data, Deceptive Billing
According to the suit, Hims & Hers shared lists of certain customers, and the actions of visitors on its website, with advertisers such as Meta and Snap, even though it claimed its service maintains consumers' privacy.
(END) Dow Jones Newswires
July 29, 2026 19:15 ET (23:15 GMT)
Copyright (c) 2026 Dow Jones & Company, Inc.