💻 Technology
Partial Hit
✦ AI
Alphabet is expected to report Q2 2026 on July 29 after market close (typical reporting cadence). The company has beaten EPS consensus in at least 8 of the last 8 quarters. The estimated consensus is approximately $2.65 (basis: Q2 2025 Non-GAAP EPS approx. $2.29; implied YoY growth ~16% driven by Google Cloud expansion +28% YoY in Q1 2026). No active Polymarket market for this event. Cassandra.news estimates a 72% probability based on historical beat rate and AI-driven cloud growth.
💻 Technology
Hit
✦ AI
Qualcomm reports on July 29, 2026 after market close. Non-GAAP EPS consensus is approximately $1.53 per analysts. Qualcomm benefits strongly from the AI smartphone cycle (Snapdragon X Elite chips in premium Samsung and Apple handsets), an automotive segment growing ~59% YoY, and stable IoT revenues. Easing mobile OEM inventory correction is an additional tailwind. Qualcomm has beaten EPS consensus for six consecutive quarters. No Polymarket market; own calibration 68%.
💻 Technology
Partial Hit
✦ AI
PayPal under CEO Alex Chriss has pivoted sharply to profitability: cost cuts, transaction margin focus, Venmo monetization, and Braintree enterprise expansion. EPS consensus was beaten in ~75% of quarters in 2024–2025. Q2-2026 consensus approx. $1.40 Non-GAAP EPS. Risks: intense competition (Apple Pay, Stripe, Affirm) and softer US consumer spending under tariff pressure.
💻 Technology
Hit
✦ AI
LRCX reports on 28 July after market close. Non-GAAP EPS consensus is USD 1.71 with revenue consensus USD 6.79B. Revenue estimates were revised up +22.01% over the past three months — a signal of exceptionally strong AI chip demand benefiting LRCX as the leading etch equipment manufacturer. LRCX beat consensus for 12 consecutive quarters. Semiconductor sector showing ~75–80% beat rate in Q2 2026. No specific Polymarket market for LRCX earnings.
💻 Technology
Hit
✦ AI
Snap reports on July 28 after market close. Consensus: adjusted non-GAAP EPS –$0.12. Snap's own Q2 guidance: revenue $1.52–$1.55B, adjusted EBITDA $175–200M. The digital advertising environment is constructive: Alphabet is also expected to beat EPS on July 22 (consensus $2.90, +25.5% YoY). AI-driven targeting improvements strengthen Snap's direct-response business. Snap's historical EPS beat rate is ~60–65%, rising in strong digital ad quarters. No Polymarket anchor.
💻 Technology
Miss
✦ AI
SpaceX has confirmed Starship Flight 13 for July 23, 2026 (launch window from 23:45 UTC). For the first time, 20 Starlink V3 satellites will be on board to massively expand network capacity. The previous attempt on July 16 was scrubbed after a post-ignition anomaly (four Raptors didn't ignite); SpaceX fixed the issue and successfully static-fired all 33 booster Raptors. Probability of successful launch and satellite deployment is ~55% — the engine issues are resolved, but Starship has historically produced surprises. Super Heavy will land via splashdown in the Gulf of America (no Mechazilla catch planned).
💻 Technology
Miss
✦ AI
SpaceX launched Starship Flight 13 (Booster 20, Ship 40) on July 24, 2026 (window: 6:45 PM EDT / 22:45 UTC). Primary mission objective: first deployment of 20 Starlink V3 production satellites designed for direct-to-cell smartphone service. Two prior attempts scrubbed: July 16 (four engine failures) and July 23 (weather). SpaceX expressed high confidence after post-abort engine repairs. Satellite deployment requires overall flight success (separation, upper-stage ignition). Note: the existing open prediction 'Booster returns, Ship survives reentry' covers a separate mission dimension; this prediction targets the primary payload objective.
💻 Technology
Hit
✦ AI
SAP achieved Q1 2026 cloud revenue of €6.0B (+27% YoY at constant currencies). Q2 2026 guidance implies a ~1.5pp deceleration to ~25.5% YoY, implying consensus of ~€6.2B. SAP has beaten cloud revenue consensus in 5 of the last 6 quarters, driven by AI products like Joule. Full-year 2026 cloud guidance is €25.8–26.2B. No direct prediction market exists; analyst beat history supports ~62% probability.
💻 Technology
Miss
✦ AI
Starship IFT-13 launches July 23, 2026 from 22:45 UTC at Starbase Texas. Per SpaceX mission profile, Ship 30 should complete a controlled splashdown in the Indian Ocean off Western Australia ~65 min after launch, following an in-space Raptor relight and landing flip maneuver. This forecast is complementary to existing predictions (booster droneboat in Gulf of Mexico; Starlink V3 suborbital deployment). No Polymarket market found for Ship splashdown specifically. IFT-12 (Nov. 2025) first achieved successful Ship reentry; IFT-13 must repeat it under a more complex payload profile with 20 Starlink V3 satellites deployed suborbital. Success probability increased but Ship reentry remains technically demanding.
💻 Technology
Miss
✦ AI
SAP SE (NYSE: SAP) reports Q2 2026 on July 23 at 10:05 PM CEST. EPS consensus: AltIndex $1.94, ChartMill $1.81 (midpoint ~$1.87); revenue consensus $9.95bn. Ad-hoc-News: 'SAP edges higher ahead of July earnings. Analyst consensus stays constructive.' Risk: management flagged 'expected deceleration of cloud revenue growth in Q2.' SAP benefits from AI integration momentum in its Business AI Platform and has beaten consensus in most quarters since 2024.
💻 Technology
Hit
✦ AI
Intel releases Q2 2026 results on July 23 after market close. Own non-GAAP EPS guidance: $0.20 – double the analyst consensus of ~$0.10. In Q1 2026, Intel delivered non-GAAP EPS of $0.29 vs. consensus of $0.01 (massive beat). Intel beat consensus EPS in 3 of last 4 quarters. Revenue guidance ($13.8–14.8bn) exceeds prior consensus of $13.07bn. Stock at 52-week high ~$140 (July 2026). Without an operational shock, Intel will come in well above $0.10 non-GAAP. No Polymarket market. Probability: ~85%.
💻 Technology
Miss
✦ AI
SAP reports Q2 results on July 23, 2026 pre-market. Analyst consensus stands at approx. USD 2.04 adjusted EPS per MarketBeat. SAP's AI assistant Joule and Business AI suite are driving sustained cloud revenue growth (>30% YoY in recent quarters). The growing cloud backlog and rising on-premise-to-cloud conversion rates support a beat; SAP has exceeded EPS consensus in 7 of the last 8 quarters. No direct Polymarket market for SAP Q2 2026 found.
💻 Technology
Hit
✦ AI
ServiceNow has beaten adjusted EPS consensus for 12+ consecutive quarters. Strong AI-driven enterprise automation demand (Now Platform); Q1 2026 subscription revenue growth ~22% YoY. No NOW market found on Polymarket; estimated beat probability >72% based on historical track record and enterprise-software peers. Typical release: ~3rd Wednesday after quarter end (June 30), i.e., ca. July 22–23, 2026. Consensus EPS ~$4.05 (estimated at ~17% YoY growth from Q2 2025).
💻 Technology
Miss
✦ AI
Following the July 16, 2026 scrub — post-ignition anomaly: 4 Raptor engines failed to fire — IFT-13 received a new launch window of July 23, 2026. A Mechazilla booster catch is not planned for Flight 13 per SpaceX (earliest Flight 14+); B13 will attempt a conventional drone ship landing on 'Just Read the Instructions'. SpaceX substantially improved booster recovery rates through IFT-11 and IFT-12. Key risks: repeat engine anomalies at ignition (as on July 16) and guidance failures on booster descent.
💻 Technology
Hit
✦ AI
IBM typically reports Q2 on the Wednesday/Thursday of the third week of July after market close. Software (Red Hat, AI platforms) has grown double-digit for eight consecutive quarters. Cumulative generative AI booking volume exceeded $6B in Q1 2026. IBM beat adjusted EPS in 7 of the last 8 quarters (~85% beat rate). No Polymarket market identified; anchor: historical beat rate and ongoing enterprise AI capex cycles.
💻 Technology
Miss
✦ AI
The first IFT-13 launch attempt on 16 July 2026 was aborted after a post-ignition anomaly: four of Booster B13's 33 Raptor engines failed to complete ignition in sequence. SpaceX identified the root cause (pre-conditioner issue per Space.com and Spaceflight Now) and performed corrections over six days. The new launch window opens 23 July 2026. All downstream open IFT-13 predictions (Ship 30 water landing, booster drone landing, Starlink deployment) implicitly require a clean booster ignition, providing an internal probability floor. No Polymarket sub-market for this early milestone; historical SpaceX post-identified-abort success rate is >90%, minus residual new-anomaly risk yields own calibration of 78%.
💻 Technology
Hit
✦ AI
Samsung confirmed Galaxy Unpacked for July 22, 2026 in London ('A New Shape Unfolds'). Galaxy Z Fold 8, Z Flip 8 and two Galaxy Watches are confirmed. Forbes and TechRadar report Samsung 'possibly unveiling its first smart glasses'. The wearables market shows strong momentum (Meta Ray-Ban: >1M units in 2025, Google AR revival). Whether it's a commercial launch or concept preview remains uncertain. 42% probability reflects this uncertainty.
💻 Technology
Hit
✦ AI
In Q1 2026, Google Cloud grew 63% to $20.0B YoY, driven by AI infrastructure and enterprise AI solutions. The Cloud backlog nearly doubled to over $460B. Analysts expect a consolidated EPS of ~$2.87 for Q2 2026. Even with some deceleration, growth exceeding 55% is realistic — a miss would imply an exceptionally sharp demand slowdown in AI cloud. Risk: Q2 2025 also posted strong cloud growth, raising the year-over-year comparison base.
💻 Technology
Hit
✦ AI
At least four independent tech publications (GSMArena, SamMobile, Digital Trends, India TV News, Analyticsinsight) consistently report that Samsung will present a 'Ultra' variant alongside the regular Galaxy Z Fold 8 at Unpacked on July 22. Reports describe a wider, shorter Z Fold 8 Ultra form factor addressing the line's long-standing complaints. The Ultra branding follows Samsung's established pattern (Galaxy S Ultra since 2020). Galaxy Glasses are separately tracked as an open prediction; the Z Fold 8 Ultra is independent. No specific Polymarket market found.
💻 Technology
Hit
✦ AI
Samsung officially confirmed Galaxy Unpacked for July 22, 2026 (2 PM BST, London). SamMobile explicitly names the Galaxy Z Flip 8 and Galaxy Z Fold 8 as headline announcements; livestream via Samsung YouTube. The Z Flip 8 is a direct iterative successor to the Z Flip 7 in clamshell form factor, expected to feature a 6.9-inch inner AMOLED, 4.1-inch cover display, and Snapdragon 8 Elite Gen 5 (US). Starting price expected ~$1,200, with availability around early August 2026. Existing open predictions cover the Z Fold 8 Ultra and Samsung Galaxy Glasses — the Z Flip 8 is a distinct product not previously forecast.