T-Mobile, Mondelez, Starbucks, and Kimberly-Clark all beat estimates

TMUS topped Q1 revenue and earnings forecasts and raised full-year guidance, backing it with a $2.7 billion fiber expansion. MDLZ delivered double-digit growth in Latin America and AMEA, while SBUX posted 6.2% same-store sales growth and raised its full-year outlook for the second straight quarter of traffic gains. KMB grew EPS 18% year-over-year to $2.00 and held its full-year guidance steady. Four beats in a single session, with three raising or reaffirming guidance, is a meaningful signal of resilience across your consumer and telecom names.

Corning dropped nearly 9% on a weak forward revenue forecast

GLW beat Q1 earnings and revenue estimates but guided Q2 revenue below Wall Street expectations, citing consumer electronics weakness that is outpacing strength in data center products. Disney slipped 0.85% after reversing course on an ESPN spinoff, removing a potential value-unlock catalyst investors had been watching. DIS also faces an FCC-ordered review of its eight ABC broadcast licenses, initiated by the Trump administration over DEI policy concerns and a Jimmy Kimmel controversy, adding a politically charged regulatory overhang. Neither stock is being punished for what it reported — the market is pricing in what comes next.

Eli Lilly committed up to $4.55 billion across two new deals

LLY announced the acquisition of Ajax Therapeutics for up to $2.3 billion to add a JAK2 inhibitor to its oncology pipeline, alongside an AI collaboration with Profluent worth up to $2.25 billion targeting AI-designed enzymes for genetic medicines. ENI signed an agreement with Venezuela's PDVSA to relaunch a heavy crude project in the Orinoco Belt, a geopolitically sensitive move that carries real sanctions and operational risk. TKAYY is reportedly nearing a $34 billion cash-and-stock deal to acquire TK Elevator, which would be one of the largest industrial acquisitions in recent memory and would significantly reshape Kone's debt profile. All three companies are making bets that could define their trajectories for years, but execution risk is real and near-term.