After Hours Report

Updated: 05-Aug-25 17:28 ET
Adv. Micro Devices headlines busy after-hours reporting period

The stock market saw its modest opening gains quickly reversed in the wake of a halting July ISM Services PMI, with the major averages drifting below their opening levels and closing with modest losses.

While yesterday's advance was impressive in its magnitude, there was little in the way of tangible developments to substantiate the gains, a notion that was swiftly reiterated by the market's reaction to today's softer economic data. 

The July Services PMI registered at 50.1%, just barely above the 50.0% benchmark for contraction. A faster rate of contraction in the employment index and a faster increase in the prices index combined to prompt stagflation concerns, which become especially relevant when last week's underwhelming payrolls report is taken into consideration.

As a result, losses were relatively broad-based today, with seven S&P 500 sectors finishing in negative territory. 

The utilities (-1.1%), communication services (-0.9%), and information technology (-0.9%) sectors faced the widest losses among S&P 500 sectors today, though today's retreats were modest in comparison to yesterday's advance. Only the energy sector (+0.2%), which closed higher today, holds a week-to-date loss (-0.3%). 

The materials (+0.8%), consumer discretionary (+0.3%), and real estate (+0.3%) sectors were the other three sectors that closed with a gain. 

Small-cap stocks also furthered their advance today, with the Russell 2000 closing with a gain of 0.6%. The S&P 500 Equal Weighted Index (-0.3%) outperformed the market-weighted S&P 500 (-0.5%), while the Vanguard Megacap Growth ETF finished with a loss of 0.8% after yesterday's 2.0% gain.

Today's economic data notwithstanding, there was a lack of major developments to sway the market from a sideways drift after the early losses. 

Trade headlines were notably slim, though President Trump stated in a CNBC interview before the open that he will soon announce a separate tariff plan for semiconductor and pharmaceutical imports. 

The PHLX Semiconductor Index was down 1.1%, with losses in the broader technology sector masking an impressive earnings report from Palantir Technologies (PLTR 173.27, +12.61, +7.9%).

Tariff concerns were reflected in today's June Trade Balance report, as a notable decrease in imports hints at impeded global trade activity.

In the same CNBC interview, President Trump indicated that he may be announcing a replacement for Fed Governor Kugler soon and that there is a possibility whoever fills her seat could eventually be nominated for Fed Chair. The president also indicated that Treasury Secretary Bessent does not want the Fed Chair job and that he has taken Mr. Bessent's name "off the list," which currently includes four people being considered by the president, including former Fed Governor Warsh and NEC Director Hassett.

U.S. Treasuries had a mixed outing in a curve-flattening trade that was dictated by the underperformance of the front end of the curve versus the back end. Today's trade featured a relatively disappointing 3-year note auction that saw weak interest on the part of indirect bidders.

The 2-year note yield settled up four basis points to 3.72%, and the 10-year note yield finished unchanged at 4.20%.

  • Russell 2000: +2.7% WTD
  • Nasdaq Composite: +1.3% WTD
  • S&P Mid Cap 400: +1.2% WTD
  • S&P 500: +1.0% WTD

Reviewing today's data:

  • June Trade Balance -$60.2 bln (Briefing.com consensus -$62.0 bln); Prior was revised to -$71.7 bln from -$71.5 bln
    • The key takeaway from the report is that it reflects the fact that tariff actions by the U.S. and the uncertainty related to the tariffs have impeded global trade activity.
  • July S&P Global U.S. Service PMI - Final 55.7; Prior 52.9
  • July ISM Services 50.1% (Briefing.com consensus 51.5%); Prior 50.8%
    • The key takeaway from the report is that it reflects a slowdown in growth for the country's largest sector, accompanied by a faster contraction in employment and a faster increase in prices. It is a combination that will provoke stagflation chatter.

 

Overseas:

  • Europe: DAX +0.4%, FTSE +0.2%, CAC -0.1%
  • Asia: Nikkei +0.6%, Hang Seng +0.7%, Shanghai +1.0%

Commodities:

  • Crude Oil -1.17 @ 65.11
  • Nat Gas +0.08 @ 3.01
  • Gold +8.90 @ 3435.40
  • Silver +0.52 @ 37.85
  • Copper -0.05 @ 4.39

After-Hours Spotlight:

  • Advanced Micro Devices (AMD) reports EPS in-line, beats on revs, Data Center revenue up 14% yr/yr; guides Q3 revs above consensus... AMD -1.6%
  • Amgen (AMGN) beats by $0.74, beats on revs; raises FY25 guidance... AMGN -0.7%
  • Arista Networks (ANET) beats by $0.08, beats on revs; guides Q3 revs above consensus... ANET +14.4%
  • Astera Labs (ALAB) beats by $0.12, beats on revs; guides Q3 EPS above consensus, revs above consensus... ALAB +10.3%
  • Cirrus Logic (CRUS) beats by $0.41, beats on revs; guides SepQ revs above consensus... CRUS +4.8%
  • LifeMD (LFMD) misses by $0.05, misses on revs; guides Q3 revs below consensus; guides FY25 revs below consensus... LFMD -27.5%
  • Lucid Group (LCID) misses by $0.03, reports revs in-line... LCID -7.0%
  • Match Group (MTCH) reports EPS in-line, beats on revs; guides Q3 revs above consensus... MTCH +8.2%
  • Opendoor Technologies (OPEN) reports Q2 (Jun) results, beats on revs; guides Q3 revs below consensus... OPEN -29.0%
  • Qualys (QLYS) beats by $0.20, beats on revs; guides Q3 EPS in-line, revs above consensus; guides FY25 EPS in-line, revs above consensus... QLYS +7.5%
  • Rivian Automotive (RIVN) misses on EPS, beats on revs; preparations for the launch of R2 currently remain on track... RIVN -4.9%
  • Snap (SNAP) misses by $0.01, reports revs in-line; provides outlook... SNAP -15.1%
  • Super Micro Computer (SMCI) misses by $0.04, misses on revs; guides Q1 EPS below consensus, revs below consensus... SMCI -14.3%
  • Skyworks (SWKS) beats by $0.09, beats on revs; guides Q4 EPS above consensus, revs above consensus; raises dividend 1%... SWKS +6.9%
  • Upstart (UPST) beats by $0.11, beats on revs; guides Q3 revs above consensus; guides FY25 revs above consensus... UPST -11.2%

Fair Value for Wednesday, August 6:

  • S&P 500: 6,326
  • Nasdaq 100: 23,135
  • DJIA: 44,231
Today's News Summary:

For a full rundown of today's market and after hours developments, see Live In Play

  • Earnings/Guidance (Full Earnings Calendar):
    • Aecom Tech (ACM) beats by $0.08, reports revs in-line; guides FY25 EPS above consensus
    • Air Lease (AL) beats by $0.59, beats on revs
    • Allegiant Travel (ALGT) beats by $0.46, reports revs in-line; guides Q3 EPS below consensus; guides FY25 EPS in-line
    • Allison Transmission (ALSN) beats by $0.08, beats on revs; guides FY25 revs in-line
    • Andersons (ANDE) misses by $0.27, beats on revs; Acquired remaining 49.9% ownership interest in TAMH from a subsidiary of Marathon Petroleum (MPC)
    • Atkore International (ATKR) beats by $0.59, reports revs in-line; narrows FY25 EPS guidance
    • Axon (AXON) beats by $0.67, beats on revs; raises FY25 revenue guidance
    • Ball Corp (BALL) beats by $0.03, beats on revs; guides FY25 EPS in-line
    • BellRing Brands (BRBR) beats by $0.05, beats on revs; guides FY25 revs in-line
    • Boise Cascade (BCC) misses by $0.06, reports revs in-line
    • BP (BP) beats by $0.20, beats on revs
    • BioMarin Pharmaceutical (BMRN) beats by $0.41, beats on revs; guides FY25 revs in-line
    • BWX Technologies (BWXT) beats by $0.23, beats on revs; raises FY25 EPS above consensus, revs above consensus
    • Cabot (CBT) beats by $0.08, misses on revs; reaffirms FY25 EPS guidance
    • Caterpillar (CAT) misses by $0.17, beats on revs
    • Cummins (CMI) beats by $1.20, beats on revs
    • Denny's (DENN) misses by $0.02, reports revs in-line; provides FY25 guidance
    • Diamondback Energy (FANG) misses by $0.39, beats on revs; raises buyback
    • Diageo plc (DEO) reports FY25 results; beats on revs; provides FY26 outlook
    • Dorman Products (DORM) beats by $0.26, beats on revs; raises FY25 EPS and revenue guidance
    • DuPont (DD) beats by $0.06, reports revs in-line; guides Q3 EPS above consensus, revs above consensus; guides FY25 EPS above consensus, revs above consensus
    • Eaton (ETN) beats by $0.02, beats on revs; guides Q3 EPS below consensus; guides FY25 EPS in-line
    • Enpro Inc. (NPO) misses by $0.04, beats on revs; guides FY25 EPS above consensus, revs above consensus
    • EverQuote (EVER) beats by $0.04, reports revs in-line; guides Q3 revs in-line
    • Expeditors Intl (EXPD) beats by $0.09, beats on revs
    • First Watch Restaurant Group (FWRG) misses by $0.02, reports revs in-line; reaffirms FY25 revs guidance
    • Fox Corporation (FOXA) beats by $0.28, beats on revs; raises dividend; increases stock repurchase
    • Frontdoor (FTDR) beats by $0.19, beats on revs; guides Q3 revs above consensus; guides FY25 revs above consensus
    • Frontier Group Holdings (ULCC) misses by $0.03, misses on revs; guides Q3 EPS below consensu
    • Global Business Travel Group (GBTG) misses by $0.03; guides FY25 revs in-line
    • Global Ship Lease (GSL) reports Q2 results
    • Harmony Biosciences (HRMY) beats by $0.22, misses on revs, provides clinical update
    • Heidrick & Struggles (HSII) delivers 14% revenue growth in Q2 with Q3 outlook
    • Helios Technologies (HLIO) beats by $0.08, beats on revs; guides Q3 EPS above consensus, revs above consensus; guides FY25 EPS above consensus, revs above consensus
    • Henry Schein (HSIC) misses by $0.09, reports revs in-line; guides FY25 EPS in-line, revs in-line
    • Hillman Solutions Corp. (HLMN) beats by $0.03, beats on revs; guides FY25 revs in-line
    • Hims & Hers Health (HIMS) beats by $0.02, misses on revs; guides Q3 revs in-line; reaffirms FY25 revs and EBITDA guidance
    • ICHOR Corporation (ICHR) misses by $0.11, beats on revs; guides Q3 EPS below consensus, revs in-line
    • Ingevity (NGVT) beats by $0.23, misses on revs; guides FY25 revs in-line
    • Inspire Medical Systems (INSP) beats by $0.25, beats on revs; guides FY25 EPS below consensus, revs below consensus
    • IPG Photonics (IPGP) beats by $0.06, beats on revs; guides Q3 revs in-line
    • Jacobs Solutions (J) beats by $0.09, misses on revs; narrows FY25 guidance
    • Kyndryl (KD) beats by $0.01, misses on revs, reaffirms FY26 outlook
    • Lattice Semi (LSCC) reports EPS in-line, revs in-line; guides Q3 EPS in-line, revs in-line
    • Leidos (LDOS) beats by $0.55, reports revs in-line; guides FY25 EPS above consensus, revs above consensus
    • Lemonade (LMND) beats by $0.19, beats on revs; guides Q3 revs below consensus; guides FY25 revs above consensus
    • LTC Properties (LTC) beats by $0.08, beats on revs; raises FY25 FFO above consensus
    • Marathon Petroleum (MPC) beats by $0.74, beats on revs
    • Marriott (MAR) beats by $0.04, beats on revs; guides Q3 EPS below consensus; guides FY25 EPS in-line
    • Marriott Vacations (VAC) beats by $0.19, beats on revs; reaffirms FY25 EPS guidance
    • MSA Safety (MSA) beats by $0.18, beats on revs; reaffirms its FY25 outlook for low-single-digit organic sales growth
    • Mueller Water (MWA) reports EPS in-line, beats on revs; guides FY25 revs above consensus
    • NNN REIT (NNN) beats by $0.02, beats on revs; guides FY25 FFO above consensus
    • Nuvectis Pharma (NVCT) reported Q2 EPS of ($0.30) vs ($0.26) prior year; believes well positioned to deliver on ambitious plan for NXP900
    • ODDITY Tech Ltd. (ODD) beats by $0.08, beats on revs; guides Q3 EPS above consensus, revs above consensus; guides FY25 EPS above consensus, revs above consensus
    • Palantir Technologies (PLTR) beats by $0.02, beats on revs; guides Q3 revs above consensus; guides FY25 revs above consensus
    • Palomar Holdings (PLMR) beats by $0.09, misses on revs
    • Paymentus (PAY) beats by $0.01, beats on revs; guides Q3 revs above consensus; guides FY25 revs above consensus
    • Pfizer (PFE) beats by $0.20, beats on revs; raises FY25 EPS in-line, revs in-line
    • Portillo's (PTLO) reports EPS in-line, misses on revs, comps +0.7%; lowers FY25 revenue guidance, but reaffirms comps at +1-3%
    • Ryman Hospitality (RHP) beats by $0.14, beats on revs; guides FY25 FFO above consensus
    • SBA Comm (SBAC) beats by $0.07, beats on revs; guides FY25 FFO in-line, revs above consensus
    • Shift4 Payments (FOUR) misses by $0.09, reports revs in-line; guides Q3 revs above consensus; guides FY25 revs above consensus
    • Silicon Labs (SLAB) beats by $0.02, reports revs in-line; guides Q3 EPS in-line, revs in-line
    • Simon Properties (SPG) beats by $0.10, beats on revs; raises FY25 FFO above consensus
    • Smith & Nephew (SNN) reports Q2 results; beats on revs; reaffirms guidance; announces $500 million share buyback
    • Standard Motor (SMP) beats by $0.34, beats on revs; raises FY25 sales growth guidance
    • Surgery Partners (SGRY) misses by $0.01, reports revs in-line
    • Tidewater (TDW) beats by $0.94, beats on revs; guides FY25 revs in-line; Board approves new $500 mln share repurchase program
    • TopBuild (BLD) beats by $0.22, reports revs in-line; guides FY25 revs in-line
    • Transdigm Group (TDG) misses by $0.28, misses on revs; guides FY25 EPS below consensus, revs below consensus
    • Trex (TREX) reports EPS in-line, beats on revs; reaffirms FY25 revenue guidance, guides Q3 revs in-line
    • UFP Technologies (UFPT) beats by $0.25, reports revs in-line
    • Uniti Group (UNIT) misses by $0.28, misses on revs; guides FY25 revs below consensus
    • Vertex Pharma (VRTX) beats by $0.25, beats on revs; reaffirms FY25 revs guidance
    • Vimeo (VMEO) beats by $0.04, misses on revs; guides Q3 revs below consensus
    • Vishay Precision (VPG) reported Q2 results with Q3 outlook
    • Westlake Corporation (WLK) misses by $0.39, misses on revs
    • Williams Cos (WMB) misses by $0.02, beats on revs
    • Yum! Brands (YUM) misses by $0.02; worldwide same store sales of +2%
    • Yum China (YUMC) beats by $0.01, reports revs in-line
    • Zebra Tech (ZBRA) beats by $0.27, reports revs in-line; guides Q3 EPS above consensus, revs in-line; guides FY25 EPS above consensus, revs in-line
  • General News
    • San Francisco Fed President Mary Daly (not a voting FOMC member) in interview believes time is near for rate cuts and suggests more than two cuts might be needed, according to Reuters
    • Switzerland will propose a "more attractive offer" to President Trump to lower tariffs, according to NY Times
    • California Democrats plan to call a special election in November to redraw a new congressional map to offset Republican gains in Texas redistricting, according to Politico
    • Transportation Secretary Sean Duffy will soon announce plan to build nuclear reactor on the moon, according to Politico
    • The White House is preparing an executive order that would fine banks for dropping customers for political purposes, according to WSJ
    • CBO provides update on deficit impact of "Big Beautiful Law"
    • CFTC launches listed spot crypto trading initiative
    • U.S. wants to equip artificial intelligence chips with tracking technology, according to Bloomberg
    • Customs and Border Protection issues guidance for previously announced tariffs that are set to go into effect Thursday
    • Transportation Secretary Sean Duffy unveils rule to unleash American drone dominance as part of his innovation agenda
    • Kremlin weighs air truce with Ukraine as potential concession to President Trump amid sanctions threat, according to Bloomberg
    • The Trump administration will terminate $7 billion in solar roof grants, according to NY Times
    • President Trump preparing new sanctions against Russian oil tankers if Russia does not agree to Ukraine ceasefire by Friday, according to FT
    • Agios’ (AGIO) PYRUKYND (mitapivat) approved for adults with thalassemia in Saudi Arabia
    • Amazon (AMZN): OpenAI open weight models available today on AWS
    • Ardelyx (ARDX) appoints Edward Conner as Chief Medical Officer; Justin Renz, Chief Financial and Operations Officer, to transition out of the Company
    • Arteris (AIP) announces that (AMD) has licensed FlexGen network-on-chip interconnect IP for its next generation of AI chiplet design. FlexGen, Arteris’ smart NoC IP technology, will provide high-performance data transport in AMD chiplets powering AI across the company’s broad portfolio which spans from data centers to edge and end devices
    • Atkore International (ATKR) announces that William Waltz, Chief Executive Officer and President, has informed the Atkore Board of Directors of his decision to retire from the Company
    • BancFirst (BANF) files common stock offering for an undisclosed amount
    • BCE Inc's (BCE) Bell Media introduces new flexible terms to better support advertisers
    • Bristol-Myers (BMY) announces that the U.S FDA has accepted the supplemental biologics license application for Breyanzi as a potential treatment for adult patients with relapsed or refractory marginal zone lymphoma who have received at least two prior lines of systemic therapy
    • Broadcom (AVGO) announces that it is now shipping the Jericho4 ethernet fabric router — a purpose-built platform for the next generation of distributed AI infrastructure
    • Chevron (CVX) and Valero (VLO) in discussions to reactivate Venezuelan oil supply agreement, according to Reuters
    • Crown Castle (CCI) announces that its Board of Directors has appointed Christian Hillabrant as President and Chief Executive Officer, effective September 15, 2025
    • Centerspace (CSR) authorizes the repurchase up to $100 million of its common shares
    • Deutsche Bank (DB) CEO Christian Sewing approved a deal that he was later asked to investigate, according to FT
    • DuPont (DD): New Jersey AG Platkin, DEP Commissioner LaTourette announces landmark settlement with DuPont valued at over $2 billion
    • Fortuna Silver Mines (FSM) advances Diamba Sud Gold Project; PEA completion targeted for Q4
    • ICHOR Corporation (ICHR) announces that Jeff Andreson and the Board of Directors have agreed to a CEO transition plan, and that the Board of Directors will promptly engage a search firm to identify a successor
    • Incyte (INCY): Knight Therapeutics Inc. has expanded its existing relationship and amended its agreement with Incyte Biosciences International Sàrl, the Swiss-based affiliate of Incyte (INCY), for the exclusive rights to distribute retifanlimab and axatilimab in Latin America
    • Intel (INTC) having issues with PC chip manufacturing process, according to Reuters
    • Klarna and Afterpay (XYZ) withholding buy now, pay later data from credit firms, according to WSJ
    • Lennar (LEN) announces that COO Fred Rothman is retiring effective September 2; he will continue to work with the company as a consultant, Lennar does not plan to replace Mr. Rothman
    • Marcus (MCS) increases quarterly cash dividend 14% to $0.08/share from $0.07/share
    • Marex Group plc (MRX) issues statement regarding NINGI Research report
    • Nasdaq (NDAQ) reports July 2025 volumes
    • Novo Nordisk A/S (NVO) announces the filing of 14 new lawsuits to safeguard patients from unsafe and unapproved compounded drugs claiming to contain "semaglutide"
    • NVIDIA (NVDA): Two Chinese nationals arrested on complaint alleging they illegally shipped to China sensitive microchips used in AI applications
    • Open Lending (LPRO) announces the early extension of their producer agreement with AmTrust North America, Inc., a subsidiary of AmTrust Financial Services, Inc.
    • Orla Mining (ORLA) is providing a status update on the recent pit wall event that occurred at its Camino Rojo Oxide Mine in Zacatecas, Mexico
    • Rubico (RUBI) completes its spin-off from Tops Ships Inc. effective August 1; shares have commenced trading as of today, August 4
    • Rumble (RUM) and Cumulus Media (CMLS) announce a multi-pronged strategic partnership that recognizes the evolution of podcasting and video in today’s media landscape
    • Satellogic (SATL) expands agreement with HEO, the commercial provider of non-Earth imagery for in-orbit inspection
    • Sealed Air (SEE) announces Kristen Actis-Grande will join the company as Chief Financial Officer, effective August 25, 2025
    • SOPHiA GENETICS SA (SOPH) announces an expansion of its partnership with AstraZeneca (AZN)
    • Tevogen Bio (TVGN) announces that its artificial intelligence initiative, Tevogen.AI, is expanding its collaboration with Microsoft (MSFT) and Databricks, to build the beta version of its foundational PredicTcell model
    • Textron (TXT) announces customers can now upgrade their Cessna Citation CJ1 with the all-Garmin retrofit solution following Federal Aviation Administration supplemental type certification
    • TSMC (TSM) launches legal proceedings against employees involved in theft of trade secrets, according to Reuters
    • Uranium Energy (UEC) announces that its Sweetwater Uranium Complex has been designated as a transparency project by the U.S. Federal Permitting Improvement Steering Council as part of the implementation of President Trump's March 20, 2025 Executive Order on Immediate Measures to Increase American Mineral Production
    • USA Rare Earth (USAR) has signed a joint development agreement with ePropelled, Inc. to develop a strategic supply and purchase relationship of the Company’s sintered neo magnets for use in ePropelled’s state-of-the-art motors, which are used in a multitude of uncrewed air, land, and sea vehicles
    • Venture Global (VG) receives DOE approval for uprate amendment to its Calcasieu Pass LNG project
    • Vertex (VRTX) announces results from Phase 2 Study of VX-993 for the treatment of acute pain
    • Zoetis (ZTS) files mixed securities shelf offering for an undisclosed amount
    • ZoomInfo (GTM) announces that Michael Graham O’Brien, the Company's interim Chief Financial Officer, has been named Chief Financial Officer, effective August 1, 2025
  • Upgrades:
    • Bar Harbor Bankshares (BHB) upgraded to Overweight from Neutral at Piper Sandler, tgt $35
    • CommScope (COMM) upgraded to Equal Weight from Underweight at Morgan Stanley, tgt $17
    • CommScope (COMM) upgraded to Outperform from Underperform at Raymond James, tgt $19
    • Dow Inc. (DOW) upgraded to Buy from Neutral at Rothschild & Co Redburn, tgt $40
    • Electronic Arts (EA) upgraded to Buy from Neutral at Arete, tgt $192
    • Fulgent Genetics (FLGT) upgraded to Buy from Neutral at UBS, tgt $30
    • Globe Life (GL) upgraded to Overweight from Equal Weight at Morgan Stanley, tgt $166
    • Lloyds Banking (LYG) upgraded to Buy from Neutral at Goldman
    • Logitech (LOGI) upgraded to Outperform from Neutral at BNP Paribas Exane, tgt $109
    • Palantir (PLTR) upgraded to Hold from Sell at Deutsche Bank, tgt $160
    • Penske Automotive (PAG) upgraded to Neutral from Underweight at JPMorgan, tgt $175
    • Societe Generale (SCGLY) upgraded to Buy from Neutral at UBS
    • Sprouts Farmers Market (SFM) upgraded to Overweight from Equal Weight at Wells Fargo, tgt $180
    • Wayfair (W) upgraded to Buy from Neutral at Citigroup, tgt $93
  • Downgrades:
    • Akamai (AKAM) downgraded to Underweight from Equal Weight at Morgan Stanley, tgt $85
    • Amalgamated Financial (AMAL) downgraded to Underweight from Neutral at Piper Sandler, tgt $27
    • Block (XYZ) downgraded to Equal Weight from Overweight at Morgan Stanley, tgt $73
    • Bristol Myers (BMY) downgraded to Neutral from Outperform at Daiwa, tgt $42
    • Ichor Holdings (ICHR) downgraded to Neutral from Buy at B. Riley, tgt $18
    • Inspire Medical (INSP) downgraded to Neutral from Overweight at JPMorgan, tgt $110
    • Inspire Medical (INSP) downgraded to Sector Weight from Overweight at KeyBanc
    • International Paper (IP) downgraded to Neutral from Overweight at JPMorgan, tgt $54
    • Novo Nordisk (NVO) downgraded to Neutral from Buy at UBS
    • onsemi (ON) downgraded to Neutral from Buy at BofA Securities, tgt $56
    • Selective Insurance (SIGI) downgraded to Underweight at Morgan Stanley, tgt $72
  • Others:
    • APA Corp. (APA) initiated with an Equal Weight at Stephens, tgt $24
    • D-Wave Quantum (QBTS) initiated with a Buy at Stifel, tgt $26
    • Gildan Activewear (GIL) initiated with an Outperform at RBC Capital, tgt $61
    • Lionsgate Studios (LION) initiated with an Overweight at Wells Fargo, tgt $9
    • MBX Biosciences (MBX) initiated with an Outperform at Mizuho, tgt $38
    • QXO (QXO) initiated with an Overweight at Wells Fargo, tgt $30
    • Quince Therapeutics (QNCX) initiated with an Outperform at Citizens JMP, tgt $9<
  • Econ Data (Wednesday):
    • 07:00 ET: MBA Mortgage Applications Index (prior -3.8%)
    • 10:30 ET: EIA Crude Oil Inventories (prior +7.70M)
  • Earnings:
    • Monday (Aug 4)
      • Pre-Market: BCRX BNTX BRKR CNA ENR FRPT IDXX KRYS ON TGTX TSEM RIG TSN WAT W
      • After-Hours: ADUS ADTN ACM AL ALGT ALSN AMRC ANDE ARDX AESI AXON BGS BRBR BMRN BWXT CBT CRBG CTRA DENN FANG DORM PLOW EHC EQR EVER GBDC HLIO HIMS IAC ICHR NGVT INSP JBTM KD LSCC LTC VAC MELI MSA MWA NSA NVTS NMFC NJR ODD OLO OKE OTTR PLTR PLMR PAY PRIM RHP SBRA SBAC SPG SNDX SKT TDW TREX UFPT VVX VRTX VMEO VNOM VNO VOYG WMB GTM
      Tuesday (Aug 5)
      • Pre-Market:  AHCO ADM ALIT APO ARMK ATKR AVNS ACLS AZTA BALL BP BR CAMT CAT YOU CMI CWK DOCN DRVN DUK DD DEA ETN EPC ERJ NPO NVRI EVGO EXPD FIS FWRG FOXA FTDR ULCC IT GFS HLNE HRMY HSIC HLMN IPGP JJSF J KNF LCII LDOS LMND LGIH LTH MDGL MPC MAR TAP MPLX NNN NWN NOVT OCSL OCUL OGN MD PFE PTLO PEG RXRX RYTM SBH SEE FOUR SHLS SLAB SR SRAD STVN SGRY BLD TDG ULS UNIT WLK KLG XMTR YUMC YUM ZBRA ZTS
      • After-Hours:  EGHT ATEN ACHC ADPT AEIS AMD AFL AGL AFG AMGN ANGI ANET AROC AIZ ALAB BL BBIO BCC CDRE CRC LEU CC CRUS CWEN CPNG DVA DVN DV DEI ELME EQH EOLS FLYW GO GXO HALO HNGE IOSP INVX IPAR IFF JXN JAZZ JELD KMPR KVYO LMAT LMB LCID MASI MTCH MNTN MOS NWSA NE OGS OPEN OUT PCRX PARR PCTY POWL QGEN QLYS QDEL RRX REZI RVLV RNG RIVN SAFE WTTR SITC SKY SWKS SNAP LRN SU SMCI SUPN TDC BWIN TOST RARE UPST VSTS VSAT VOYA ZETA
    • Wednesday (Aug 6)
      • Pre-Market: ACMR ADNT ARVN AVA AVT B BSY ONC TECH TPB BLMN BCO CPRI CG CDW COR CTRI CRL CHH CNDT DAVE DAY DK DIN DNOW DT EMR ESAB EXTR FTRE GENI GEO GERN ROCK GPN GFF IIPR INSW IRM JLL KMT KRNT LNTH LINE LIVN LPX MAGN MNKD MKTX MCD MFA MIDD MRC EYE NYT NI NOMD NVAX NRG ODP OSCR OC PSN PAYO PRGO PNW PLNT ROK SRRK SHOP FUN SWX STRZ STRZ SUN SHO TBLA TRI TPG TRMB U VVV VERX VSH DIS WIX WWW XPEL
      • After-Hours:   ACAD ADMA ABNB APA AOSL DOX AIG AWR AMPL APP ATO BTG BBSI BYND BLBD BV BMBL CACI CSWC CDNA CENT CERT CF CHRD CIVI CWAN CDE CPA CXW CPAY CTVA CXT CRH CSGS CW DLX DHT DGII DASH DKNG DUOL BROS ELF ECPG ET ENS EVCM EXAS FSLY FRT FNF FTNT FSK GNK GDRX LOPE HL HLF HP HMN HHH HUBS INFA IONQ JACK JOBY KNTK KLIC LB LNW RAMP LYFT MGNI MFC MQ MCK MAX MET MIRM MKSI MUR NHI NATL NTR OXY KAR OEC ORA PAAS PAYC PR POWI PRI PRCT RYN RBA O RELY RVMD ROOT RGLD RXT SDGR SDRL SBGI SITM STR SONO SONY SPT STE RUN SYM TALO TNDM TNC TKO MODG TVTX TPC USPH UBER UGI UPWK VECO VCYT VRRM VIR VTLE HCC WTS WES ZD ZG
    • Thursday (Aug 7)
      • Pre-Market:  ACIW GOLF WMS ALE ATUS COLD APPN ASPN BCE BDX CNQ CARS LNG CCOI COLL COMM COP CEG ROAD CROX DDOG XRAY DBRG DCO ECVT ELAN LLY ENOV EPAM ESTA EOG EVRG FA GOGO GVA HAE HBI HTZ HIMX H IMCR INSM IBP JBI KELYA KVUE KRP KTB DNUT LFST LGND MTSI MLM MMS MDU TIGO NABL VYX NTCT NXST NVMI OLPX PGY PZZA PH PTON PENN PLTK PBH PRMB PRVA RL QSR RXO SABR SRE SN SEDG SGI SPB STWD TGLS TGNA PRKS USFD VTRS VITL WD WRBY WBD WMG YETI ZBH
      • After-Hours:   TXG ATGE AKAM ALRM LNT AHR AMN AAOI ACA ARLO ARRY ARWR AORT AGO ASTH TEAM AVPT BBDC XYZ BHF CARG CPK CHYM CLNE CLSK ED CON CRSR CRNX CYTK DH DRH DOCS DBX ESE EVH EXPE FIGS FLUT FOXF FNKO GEN G GILD GMED GDDY GRND ICUI INDI CART PODD IAS FROG KRMN KTOS LZ LYV MTW MCHP MSI MP NRDS LASR OMDA OS ONTO PBA PINS POST PGNY PTCT RPD RLJ RKLB RXST SOLV SOUN STEP SLF SG SYNA TTWO TXRH TTD TRIP TRUP TWLO VIAV VCTR WEST WPM WYNN XIFR XPOF YELP ZYME
    • Friday (Aug 8)
      • Pre-Market: AQN AMR AMCX AXL ATMU CLMT EMBC ESNT FUBO GTN KOP LAMR OTEX PAR PAA SHC SLVM TEM WULF UAA WEN
      • After-Hours:None
      General Motors: 5,000 members at GM's Arlington, TX assembly plant join UAW strike
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