Two Penguins Investment
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Financial Intelligence
Recent perspective
Recent financial reporting selected by recency, stored importance, and source diversity.
The lead
Nasdaq Marketscompaniescorporate event
Anthropic committed on April 20 to spend more than $100 billion with Amazon Web Services over the next 10 years. Its prospectus could reveal additional details about the contract.
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CNBC Top Newsregulationregulatory action
The SEC sued Institutional Shareholder Services to enforce a subpoena. The action comes as the Trump administration increases scrutiny of influential proxy advisers.
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Nasdaq Marketscompaniesinvestment opinion
Walmart fell below $1 trillion in market value after investors were disappointed by guidance, not because the underlying business weakened. The article questions whether the latest removal from the trillion-dollar club is permanent.
Nasdaq Marketsmacroeconomic data
The Institute for Supply Management reported a modest slowdown in U.S. manufacturing activity growth in August. The pullback was slightly more than expected.
Nasdaq Marketsmacroeconomic data
U.S. job openings increased in July from a downwardly revised level, according to the Labor Department. The data offers insight into labor market conditions.
Nasdaq Marketsmarketsmarket event
Honeywell International was the best performing Nasdaq 100 component in early trading, up 7.5%, with a 42.2% year-to-date gain. The article also notes the worst performing component.
Nasdaq Marketsmarketsmarket event
Honeywell International led S&P 500 performers in early trading, rising 7.5% with a 42.2% year-to-date gain. The article also highlights the worst performing component.
Nasdaq Marketsmarketsinvestment opinion
The Vanguard S&P Small-Cap 600 Growth ETF has performed strongly this year. The author states they are buying it heavily in September.
Nasdaq Marketscompaniesearnings
The article provides a transcript of Citi Trends' Q2 2026 earnings call.
Nasdaq Marketsmarketsroutine announcement
Resources Connection will trade ex-dividend on 9/3/26 for a quarterly dividend of $0.07. The dividend is payable on 10/1/26.
Nasdaq Marketsmarketsroutine announcement
Kronos Worldwide will trade ex-dividend on September 3, 2026, for a quarterly dividend of $0.05 per share. The dividend is payable on September 17, 2026.
Nasdaq Marketsmarketsroutine announcement
CompX International will trade ex-dividend on September 3, 2026, for a quarterly dividend of $0.30 per share. The dividend is payable on September 15, 2026.