The week ahead in earnings:

Say hello to Apple Pay in India! 🇮🇳 We’re so excited to bring Apple Pay to India today, and make it easier than ever for our customers to make safe and secure purchases on Apple devices.

Meta really scored a hit with Muse: $META

I think it's a significant positive step that the leaders of every major American lab have committed to implementing robust internal controls and multiple layers of audits and reviews. This should give people more confidence that the technology each lab is building will work as intended.

Novo Nordisk CEO: "What we have learned the last couple of years is overpromising and underdelivering loses trust very quickly."

$SNOW Snowflake CFO Brian Robins: "We talked about 50% of the beat was related to our AI products and 50% was related to the core."

$BA CEO Robert Ortberg: Boeing sees materially lower risk of major defense charges “I think we've greatly reduced the risk of incremental charges. Having said that, there's still risk.”

1/ muse for small businesses 📊 we found lots of people using muse to run their small business. plumbing businesses, grocery stores, farms, restaurants, and shops. today we're launching a bunch of connectors to make that easier!

CarMax CEO: "...strong second quarter results..." Plans to resume share repurchases in Q3 FY ‘27 $KMX: +3.5% PM

The exiting $MDB CEO: "Meta has a rare advantage in this transition: advanced AI models, large-scale infrastructure, and agents paired with an ecosystem that already helps millions of advertisers and hundreds of millions of businesses grow and succeed. Bringing those strengths together creates the opportunity to build an entirely new enterprise platform"

$OWL Blue Owl Capital Co CEO: AUM has scaled from ~$60B to $320B in 5.5 years “Blue Owl, $320 billion alternative asset manager. We went public about 5.5 years ago, around $60 billion. So we've had about 5 turns of growth over the last, let's call it, 5.5 years.”

So excited to welcome @theworldlabs and @drfeifei to the @AMD family! I’ve always been a huge fan of Fei-Fei and her pioneering research in AI. Together, we’ll combine World Labs’ deep expertise in AI and world models with AMD’s compute leadership to power the future of AI and strengthen the open AI ecosystem. Can’t wait for all we’ll accomplish!

Beautiful. Economics doing its thing. H/T @TheTranscript_

$COST Costco CFO Gary Millerchip: “Traffic to our site from AI search grew triple digits for the second consecutive quarter and continues to show the highest conversion rate of all site traffic...We're seeing triple-digit growth in terms of the sales that we're seeing originate from that search activity on the different large language models."

Just like you would not let a person run around your company accessing anything without any controls, you need controls and security for your digital agents.

$NDAQ Nasdaq CFO Sarah Youngwood: Nasdaq's 73% IPO win rate included seven of the ten largest operating-company IPOs “So we love to win, and we have a wonderful 73% win rate, as you said, 7 out of 10.”

To lead this effort, I'm excited that Chirantan "CJ" Desai will join Meta as Chief Enterprise Platform Officer, reporting directly to me. CJ is an experienced enterprise leader with a track record of building full-stack software and delivering results in AI, infrastructure, business applications, and security. He has an extensive industry network that we look forward to partnering with. CJ joins us from MongoDB, where he was CEO and President. Before that he led product and engineering at Cloudflare and spent nearly eight years at ServiceNow, including as President and COO.

No company has meant more to me professionally than MongoDB. I spent more than 11 years as CEO, and even after stepping down last year, I never really left. Serving on the board kept me close to our people, our customers and the business, and only strengthened my conviction in MongoDB’s future. Today, I’m returning as interim CEO. I’m grateful for the trust of our board and our team, and I’m ready to get to work. I also return with a different perspective. As a Partner and Senior Advisor at Sequoia Capital, I have a front-row seat to the founders, technologies and companies shaping the AI era. I see firsthand how AI is not only changing how software is built and businesses operate, but expanding technology’s role from helping people manage work to increasingly helping perform the work itself. I look forward to bringing those insights back to MongoDB as we help our customers capitalize on what may be the most consequential platform shift of our generation. And we’re getting started immediately. Tomorrow at 11 AM ET, we’ll host Investor Day and share our long-term strategy, market opportunity and the product innovation driving MongoDB forward. On Wednesday, our sold-out .local NYC event will bring together developers and business leaders focused on putting AI into production and moving from generating answers to taking action at scale. We’ll have exciting announcements at both events. What has always made MongoDB special is the ambition of our people, the importance of what our customers build with our technology, and the size of the opportunity ahead. I’m proud to lead this team again. There is a lot to do, and I couldn’t be more excited to get back to work. mongodb.com/company/newsroom…

$MDB CEO left the company to join $META to be head of the new Meta Enterprise Platform:

$ETN Eaton CEO Paulo Ruiz: Eaton’s data-center order pipeline continues accelerating “Of course, we grew 65%, revenues, 85%, orders. You look at the pipeline, the negotiation pipeline was over 130% in data centers.”