ConocoPhillips (COP.N): Free cash flow growth is expected to continue after an inflection point in 2029.

Arm (ARM.O) reported FY2026 Q2 revenue $1.44bn, up 27% YoY and above consensus $1.38bn; adjusted EPS $0.52 vs $0.47 expected. Q3 revenue guidance about $1.54bn, roughly in line with the $1.53bn consensus. Data-center demand tied to AI offsets smartphone weakness. Arm said it is shifting from an architecture licensor toward a chipmaker; its in‑house CPUs could contribute up to $2.0bn of revenue across FY2027–28. CEO Haas said confidence in hitting that target has risen but supply capacity currently constrains growth. Q2 licensing revenue rose 50% YoY to $773m; royalties rose 8% to $670m. Shares traded volatile after the print—initially up more than 4% in after‑hours, later down about 3.8%.

墨西哥央行：以3比2投票決定下調基準利率，兩名委員投票支持維持利率不變。