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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