News Bulletin
Tuesday, July 28, 2026
Evening Edition

Economic Numbers:

Time

Event

Actual

Forecast

Previous

Tuesday, July 28, 2026

8:15

ADP Employment Change Weekly

15.00K

 

16.50K

8:30

Retail Inventories Ex Auto (Jun)

-0.20%

 

0.20%

8:30

Goods Trade Balance (Jun)

-101.50B

-100.30B

-105.89B

9:00

S&P/CS HPI Composite - 20 n.s.a. (MoM) (May)

0.90%

 

1.00%

9:00

S&P/CS HPI Composite - 20 n.s.a. (YoY) (May)

1.60%

1.30%

1.20%

10:00

CB Consumer Confidence (Jul)

90.80

92.40

92.20

12:00

Atlanta Fed GDPNow (Q2)

1.50%

1.60%

1.60%

13:00

7-Year Note Auction

4.47%

 

4.26%

 

Indices
 

 

CLOSE

50 DMA

200 DMA

DJIA

52,747.32

51,551.50

48,958.58

NASDAQ

24,876.91

26,013.46

23,963.00

S&P 500

7,428.78

7,469.98

7,011.85

Earnings Calendar:

(EPS: Earning Per Share / Rev: Revenue / Mkt Cap: market Capital/ BMO: Before Market Opening /AMC: After Market Close)

   COMPANY

EPS  Act

EPS Fore

Rev Act

Rev Fore

Mkt Cap

Time

VisaV:US

-

3.22

-

11.36B

$740.49B

PM

Coca-ColaKO:US

0.97

0.93

13.4B

13.17B

$380.68B

AM

KLA CorporationKLAC:US

-

1

-

3.6B

$251.24B

PM

BoeingBA:US

2.714285714

 

24.6B

23.94B

$164.46B

AM

S&P GlobalSPGI:US

4.08

4.67

4.15B

4.08B

$138.72B

AM

CorningGLW:US

0.78

0.76

4.74B

4.62B

$100.48B

AM

Waste ManagementWM:US

-

1.99

-

6.69B

$96.01B

PM

Royal Caribbean CruisesRCL:US

4.21

3.93

4.8B

4.81B

$91.11B

AM

United Parcel ServiceUPS:US

1.76

1.66

22.8B

21.69B

$90.54B

AM

Sherwin-WilliamsSHW:US

3.7

3.5

6.79B

6.61B

$90.00B

AM

Illinois Tool WorksITW:US

2.84

2.79

4.3B

4.19B

$89.30B

AM

Mondelez InternationalMDLZ:US

-

0.68

-

9.21B

$83.75B

PM

American TowerAMT:US

1.86

1.55

2.75B

2.7B

$82.22B

AM

Hilton WorldwideHLT:US

2.29

2.26

3.34B

3.33B

$80.43B

AM

EcolabECL:US

2.09

2.08

4.41B

4.39B

$80.12B

AM

PACCARPCAR:US

1.43

1.36

7.55B

7.06B

$71.98B

AM

PayPalPYPL:US

1.38

1.28

8.68B

8.47B

$62.75B

AM

Carrier GlobalCARR:US

0.86

0.81

6.35B

5.98B

$59.17B

AM

Ford MotorF:US

-

0.35

-

46.96B

$58.56B

PM

TeradyneTER:US

-

2.06

-

1.22B

$47.75B

PM

IQVIA HoldingsIQV:US

3.15

3.04

4.37B

4.31B

$43.77B

AM

Extra Space StorageEXR:US

-

1.16

-

863.62M

$32.22B

PM

DTE EnergyDTE:US

1.32

1.52

3.52B

3.61B

$31.00B

AM

CenteneCNC:US

2.51

1.08

53.58B

47.65B

$29.67B

AM

CenterPoint EnergyCNP:US

0.4

0.37

2.11B

2.03B

$29.48B

AM

XylemXYL:US

1.46

1.34

2.3B

2.35B

$29.10B

AM

FirstEnergyFE:US

-

0.59

-

3.62B

$28.92B

PM

PPG IndustriesPPG:US

-

2.25

-

4.36B

$28.73B

PM

IncyteINCY:US

3.09

1.99

1.67B

1.42B

$28.64B

AM

HubbellHUBB:US

5.52

5.37

1.71B

1.65B

$26.59B

AM

CMS Energy CorporationCMS:US

0.37

0.78

1.83B

1.92B

$22.75B

AM

Veralto CorporationVLTO:US

-

0.92

-

-

$21.61B

PM

TextronTXT:US

1.62

1.55

3.8B

3.8B

$18.56B

AM

HF SinclairHFC:US

5.31

3.56

10.39B

8.99B

$17.71B

AM

OmnicomOMC:US

-

2.54

-

6.45B

$17.16B

PM

W. P. CareyWPC:US

-

0.67

-

454.23M

$16.73B

PM

UnumUNM:US

-

2.16

-

2.9B

$16.50B

PM

InvescoIVZ:US

0.71

0.62

1.82B

1.26B

$13.41B

AM

CraneCR:US

-

-

-

616.6M

$12.85B

PM

CoStarCSGP:US

-

0.29

-

928.92M

$12.70B

PM

Boston PropertiesBXP:US

-

0.39

-

853.59M

$10.91B

PM

Manhattan AssociatesMANH:US

-

1.32

-

287.75M

$10.36B

PM

Skyworks SolutionsSWKS:US

-

1.03

-

925.91M

$10.31B

PM

OshkoshOSK:US

2.87

2.66

2.92B

2.8B

$10.01B

AM

Expand EnergyEXE:US

-

1.15

-

3.12B

$8.79B

PM

QorvoQRVO:US

-

1.11

-

744.83M

$8.71B

PM

RepligenRGEN:US

0.54

0.45

204M

201.5M

$8.47B

AM

Armstrong World IndustriesAWI:US

2.36

2.26

472M

461.98M

$8.04B

AM

HanoverTHG:US

-

3.89

-

1.65B

$8.01B

PM

National Oilwell VarcoNOV:US

-

0.17

-

2.08B

$7.91B

PM

ChemedCHE:US

-

5.62

-

665.53M

$7.79B

PM

Axalta Coating SystemsAXTA:US

0.72

0.64

1.35B

1.31B

$7.79B

AM

STAG IndustrialSTAG:US

-

0.27

-

223.05M

$7.38B

PM

Sensata TechnologiesST:US

-

0.93

-

968.1M

$6.98B

 

UMB FinancialUMBF:US

-

3.1

-

726.52M

$6.87B

PM

Landstar SystemLSTR:US

-

1.48

-

1.28B

$6.70B

PM

Caesars EntertainmentCZR:US

-

0.05

-

2.97B

$6.38B

PM

Avis BudgetCAR:US

-

2.07

-

3.1B

$5.79B

PM

BalchemBCPC:US

-

1.31

-

268.5M

$5.49B

 

Commvault SystemsCVLT:US

1.42

1.16

314.1B

310.48M

$5.33B

AM

Franklin ElectricFELE:US

1.55

1.45

622.9M

605.87M

$5.24B

AM

Tfs FinancialTFSL:US

-

0.08

-

85.87M

$5.16B

 

Varonis SystemsVRNS:US

-

0.01

-

176.79M

$5.04B

PM

Enphase EnergyENPH:US

-

0.47

-

290.34M

$4.93B

PM

ExlServiceEXLS:US

-

0.55

-

568.35M

$4.82B

PM

Rush EnterprisesRUSHA:US

-

0.9

-

1.91B

$4.76B

PM

Rithm CapitalNRZ:US

0.6

0.51

1.28B

1.43B

$4.69B

AM

ItronITRI:US

1.59

1.29

562.9M

566.34M

$4.68B

PM

Asbury AutomotiveABG:US

6.82

6.46

4.4B

4.5B

$4.56B

AM

Cheesecake FactoryCAKE:US

-

1.15

-

994.35M

$4.45B

PM

Polaris IndustriesPII:US

1.97

0.72

2.02B

1.92B

$4.17B

AM

Cal-Maine FoodsCALM:US

-

0.67

-

652.09M

$4.08B

AM

Highwoods PropertiesHIW:US

-

0.43

-

212.82M

$3.57B

PM

Community Bank SystemCBU:US

1.16

1.17

223.16M

221.42M

$3.42B

AM

Artisan Partners Asset ManagementAPAM:US

-

0.9

-

297.83M

$3.27B

PM

AshlandASH:US

-

1.1

-

488.67M

$3.20B

PM

Acadia HealthcareACHC:US

-

0.37

-

845.47M

$3.07B

PM

TrustmarkTRMK:US

-

0.96

-

210.22M

$2.87B

PM

Seacoast Banking Of FloridaSBCF:US

-

0.6

-

209.75M

$2.85B

PM

Acadia RealtyAKR:US

-

0.05

-

88.68M

$2.67B

PM

WernerWERN:US

-

0.22

-

907.62M

$2.56B

PM

RenasantRNST:US

-

0.92

-

281.51M

$2.47B

PM

Huron ConsultingHURN:US

-

2.17

-

448.97M

$2.31B

PM

First Commonwealth FinancialFCF:US

-

0.43

-

137.54M

$2.17B

PM

GreifGEF:US

-

1.09

-

1.12B

$2.15B

PM

NeogenNEOG:US

-

0.07

-

212.19M

$2.04B

AM

JetBlue AirwaysJBLU:US

0.916666667

 

2.7B

2.69B

$1.97B

AM

CTSCTS:US

0.74

0.6

144.8M

144.66M

$1.92B

AM

First BuseyBUSE:US

-

0.63

-

200.38M

$1.71B

 

American AssetsAAT:US

-

0.12

-

110.07M

$1.49B

PM

Owens-IllinoisOI:US

-

0.31

-

1.7B

$1.46B

PM

CartersCRI:US

-

0.06

-

606.93M

$1.42B

 

XPLR InfrastructureNEP:US

0.4

0.02

363M

378.34M

$1.10B

AM

Apollo Commercial Real Est FinanceARI:US

-

0.17

-

80.52M

$932.70M

 

 

Market News:

Wall Street on Tuesday ended mixed, as a continued fall in oil prices and a bevy of positive earnings-related moves offset chip stocks hitting an over two-month low.

 

The benchmark S&P 500 index added 0.3% to close at 7,431.43 points, while the blue-chip Dow Jones Industrial Average advanced 1% to settle at 52,747.53 points. The tech-heavy NASDAQ Composite shed 0.2% to conclude at 24,876.91 points, having earlier declined as much as 1.4%. 

Tech sector bleeds after sell-off in Asia

The artificial intelligence trade took a hit on Monday, after Nvidia stock slid 5% following a Wall Street Journal report that the chipmaker was in talks to provide around $250 billion toward a massive data-center project tied to OpenAI. The news sparked concerns about the circular nature of deals in the AI space while compounding worries over the spending spree by major names in the industry.

 

"Nvidia’s commitments keep adding up and, for some, bring back only bad memories of how broadband and telecom equipment companies came badly unstuck when they financed customer purchases at the turn of the century, when such schemes helped to inflate, and then puncture, both underlying demand for kit and share prices, with the result that the technology, media and telecoms bubble blew and then burst," Russ Mould, investment director at AJ Bell, said.

The weakness seeped into Asia on Tuesday morning, with South Korea’s benchmark KOSPI plunging more than 10%. Seoul-listed shares of Samsung Electronics and SK Hynix closed 13.4% and 14.7% lower, respectively. In Japan, the Nikkei 225 shed 4%, with memory chipmaker Kioxia sinking 18.3%.

 

Competition from China has emerged as a primary drag on U.S. chip stocks recently, sparked by headlines such as the success of Moonshot AI’s Kimi K3 model, the blockbuster Shanghai debut of memory chipmaker CXMT, and progress in domestic production of immersion deep ultraviolet lithography machines.

 

Memory and chip names were the biggest losers in U.S. trading on Tuesday. Memory storage firms Sandisk, Western Digital, and Seagate, memory chipmaker Micron, semiconductor equipment manufacturer Lam Research, and chip designer Arm ended among the top percentage losers on the Nasdaq. The Philadelphia Semiconductor Index declined 4.5%, while the overall S&P 500 Technology sector fell 1.2%. 

 

In a bright spot, Apple stock climbed 0.9%, earlier briefly topping $5 trillion in valuation for the first time ever.   

Critical Wednesday: Microsoft, Meta results and Fed rate decision

Investors are also gearing up for Wednesday which has shaped up to be a highly important day for markets. AI heavyweights Microsoft and Meta Platforms are scheduled to report results, and before that the Federal Reserve will deliver its fifth interest rate decision of the year followed by Chair Kevin Warsh’s press conference.

 

The capital expenditure guidance issued by the Magnificent Seven members will be the most closely watched metric, amid the rising concerns about uncertain returns from the billions of dollars being poured into AI infrastructure, or the combined hardware and software stack needed to handle massive data and computing power used to build and train AI processes. Last week, Elon Musk’s Tesla and Google-parent Alphabet both highlighted elevated AI-related spending plans.

 

Meanwhile, the Fed is mostly expected to hold interest rates steady, with the CME FedWatch tool showing a probability of about 71% for that outcome. However, the outlook for monetary policy has largely been in flux this month amid a dynamic situation in the Middle East. Oil prices surged about 20% over two weeks as the U.S. and Iran exchanged tit-for-tat strikes over control of the Strait of the Hormuz.

 

Investors will also be keen to hear from Warsh, after receiving largely hawkish commentary from him since the last central bank rate decision in June. Warsh has stressed that the Federal Open Market Committee is committed to delivering price stability. He has also unveiled a sweeping review of Fed operations by appointing five task forces to tackle items such as communications and inflation frameworks. 

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