
moderately positive
Qantas shares rose 4% after the airline reported underlying profit before tax of A$2.06B ($1.48B) for FY ended June 30, about 3% ahead of Visible Alpha consensus. Management cited strong international demand, with international premium cabin revenue up 15% in fiscal 2026 (vs. economy), while higher fuel costs weighed on results. Qantas also guided for unit revenue growth of 8%–10% in 1H FY2027 despite rising fuel costs, supported by new premium product launches (A321XLR and 787-9 business-class seats) and a Citi reaffirmation of a “buy” rating.




strongly positive
Nvidia shocked investors with a preliminary FY2028 revenue growth forecast of ~70% (implying ~$690B–$700B vs ~$570B modeled), driving an after-hours rally of more than 4% despite acknowledging supply constraints. The company also reported Q2 revenue of $96.2B (+106% YoY) vs $92.2B estimates and guided Q3 gross margin to 74% (vs 72.6% expected) and next-quarter revenue to $108B. While demand is growing ~100% and includes non-hyperscalers, CFO guidance highlighted margin pressure from memory-related cost resets (gross margins bottoming at 71%–72% in Q4).




