News Bulletin
Wednesday, August 05, 2026
Evening Edition

Economic Numbers:

Time	Event	Actual	Forecast	Previous
Wednesday, August 5, 2026
8:15	ADP Nonfarm Employment Change (Jul)	44K	68K	95K
9:45	S&P Global Services PMI (Jul)	54.60	53.60	51.20
9:45	S&P Global Composite PMI (Jul)	54.50	53.60	51.90
10:00	ISM Non-Manufacturing Prices (Jul)	70.30	65.00	67.70
10:00	ISM Non-Manufacturing PMI (Jul)	54.10	54.50	54.00
10:00	ISM Non-Manufacturing Employment (Jul)	47.40	51.20	51.20
10:30	Crude Oil Inventories	2.479M	-1.500M	-7.167M
10:30	Cushing Crude Oil Inventories	2.356M		-0.771M

Indices

	CLOSE	50 DMA	200 DMA
DJIA	54,349.12	51,922.57	49,166.70
NASDAQ	26,363.44	25,948.88	24,053.94
S&P 500	7,723.55	7,485.94	7,039.35

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
Eli LillyLLY:US	8.38	8.82	22.97B	20.5B	$1.10T	AM
Berkshire HathawayBRKB:US	-	4.92	-	96.52B	$686.67B	AM
Realty IncomeO:US	-	0.41	-	1.41B	$281.50B	PM
Walt DisneyDIS:US	2.06	1.86	25.25B	25.43B	$181.06B	AM
Western DigitalWDC:US	-	3.28	-	3.68B	$179.13B	PM
UberUBER:US	0.81	0.8	14.19B	14.22B	$139.98B	AM
AppLovinAPP:US	-	3.75	-	1.94B	$133.85B	PM
CVS HealthCVS:US	2.58	1.83	106.1B	100.17B	$124.52B	AM
McKessonMCK:US	-	9.65	-	103.99B	$111.31B	PM
SandiskSNDK:US	-	1.61	-	8.42B	$103.56B	PM
Phillips 66PSX:US	9.41	6.73	42.1B	43.91B	$86.69B	AM
Motorola Solutions MsiMSI:US	-	3.84	-	3B	$73.04B	PM
AllstateALL:US	-	5.14	-	15.46B	$70.19B	PM
MetLifeMET:US	-	2.36	-	19.79B	$69.23B	PM
DoorDashDASH:US	-	0.46	-	4.33B	$65.62B	PM
Electronic Arts EAEA:US	-	0.82	-	1.48B	$55.00B
eBayEBAY:US	-	1.51	-	3.02B	$52.25B	PM
Occidental PetroleumOXY:US	-	1.84	-	7.22B	$47.94B	PM
Axon EnterpriseAAXN:US	-	1.83	-	876.46M	$46.47B	PM
ExpediaEXPE:US	-	5.16	-	4.16B	$40.78B	PM
Iron MountainIRM:US	0.6	0.53	2.03B	1.97B	$36.28B	AM
Cheniere PartnersCQP:US	-	0.96	-	2.67B	$31.55B	AM
Kraft HeinzKHC:US	0.56	0.53	6.26B	6.1B	$31.32B	AM
Curtiss-WrightCW:US	-	3.59	-	925.56M	$28.83B	PM
GlobalfoundriesGFS:US	0.46	0.43	1.79B	1.76B	$27.67B	AM
CorpayFLT:US	-	6.56	-	1.3B	$27.39B	PM
Atmos EnergyATO:US	-	1.37	-	911.26M	$26.71B	PM
United TherapeuticsUTHR:US	7.27	7.17	783.3M	810.43M	$24.55B	AM
SterisSTE:US	-	2.5	-	1.5B	$22.66B	PM
Global PaymentsGPN:US	3.46	3.47	3.16B	3.17B	$21.96B	AM
MKS InstrumentsMKSI:US	-	2.95	-	1.21B	$21.06B	PM
CF IndustriesCF:US	-	5.67	-	2.45B	$20.48B	PM
Zimmer Biomet HoldingsZBH:US	2.07	2.02	2.18B	2.14B	$20.05B	AM
NiSourceNI:US	0.16	0.23	1.28B	1.19B	$19.06B	AM
CarlyleCG:US	1.07	0.93	1.12B	947.53M	$18.24B	AM
Western Gas PartnersWES:US	-	0.86	-	1.08B	$17.76B	PM
CDWCDW:US	2.91	2.79	6.57B	6.19B	$17.75B	AM
Host Hotels & ResortsHST:US	-	0.33	-	1.61B	$17.70B	PM
ExelixisEXEL:US	-	0.85	-	633.52M	$16.09B	PM
BorgwarnerBWA:US	1.42	1.27	3.65B	3.57B	$14.92B	AM
Solventum CorpSOLV:US	-	1.51	-	-	$14.82B	PM
AlbemarleALB:US	-	3.08	-	1.59B	$14.35B	PM
Royal Gold UsaRGLD:US	-	2.7	-	455.63M	$14.14B	PM
Fidelity National FinancialFNF:US	-	1.35	-	3.86B	$13.97B	PM
Owens CorningOC:US	3.93	3.06	2.8B	2.65B	$13.64B	AM
TTM TechnologiesTTMI:US	-	0.92	-	962.04M	$13.55B	PM
Charles River LaboratoriesCRL:US	3.02	2.74	1B	976.13M	$13.38B	AM
APAAPA:US	-	2.12	-	2.6B	$13.16B	PM
CognexCGNX:US	-	0.42	-	291.52M	$12.28B	PM
Murphy USAMUSA:US	-	9.4	-	5.95B	$12.26B	PM
Primo Brands Corporation (US)COT:US	0.37	0.3	1.79B	-	$11.94B	AM
Watts Water TechnologiesWTS:US	-	3.32	-	724.39M	$11.94B	PM
Caci InternationalCACI:US	-	7.32	-	2.7B	$11.69B	PM
Encompass HealthEHC:US	-	1.48	-	1.57B	$11.14B	PM
PrimericaPRI:US	-	6	-	861.22M	$11.05B	PM
New York TimesNYT:US	0.69	0.66	762.46M	750.5M	$10.54B	AM
GlobalstarGSAT:US	-	-0.03	-	72.43M	$10.53B
Paycom SoftwarePAYC:US	-	2.38	-	513.08M	$10.09B	PM
ETSYETSY:US	-	0.73	-	644.49M	$9.63B	PM
InsuletPODD:US	1.66	1.46	801.7M	788.34M	$9.33B	AM
Texas Pacific LandTPL:US	-	2.26	-	255.5M	$8.90B	PM
National Retail PropertiesNNN:US	0.52	0.51	244.26M	240.08M	$8.61B	AM
AvnetAVT:US	2.28	1.67	8.3B	7.28B	$7.84B	AM
UGIUGI:US	-	-0.11	-	1.54B	$7.46B	PM
Silicon LaboratoriesSLAB:US	-	0.7	-	226.75M	$6.97B	AM
Cirrus LogicCRUS:US	-	1.82	-	460.26M	$6.95B	PM
Southwest GasSWX:US	0.45	0.43	358.15M	417.27M	$6.45B	AM
ZillowZ:US	-	0.45	-	757.74M	$6.23B	PM
Terreno RealtyTRNO:US	-	0.37	-	127.01M	$6.16B	AM
NewsNWS:US	-	0.22	-	2.23B	$6.16B	PM
Ormat TechnologiesORA:IT	-	0.29	-	240.82M	$5.98B
Matador ResourcesMTDR:US	-	2.22	-	1.06B	$5.96B	PM
MaterionMTRN:US	1.9	1.52	613.9M	541.63M	$5.93B	AM
RadianRDN:US	-	1.34	-	557.15M	$5.91B	PM
Murphy OilMUR:US	-	1.31	-	885.48M	$5.69B	PM
Louisiana PacificLPX:US	0.4	0.64	664M	677.33M	$5.64B	AM
Choice Hotels InternationalCHH:US	2.02	1.95	441M	429.71M	$5.31B	AM
Outfront MediaOUT:US	-	0.37	-	509.61M	$5.28B	PM
Black HillsBKH:US	-	0.4	-	502.23M	$5.12B	PM
KlaviyoKVYO:US	-	-	-	300.8M	$5.02B	PM
BrinksBCO:US	2.13	2.05	1.39B	1.4B	$4.97B	AM
GriffonGFF:US	1.51	1.33	481.37M	458.84M	$4.86B	AM
Vishay IntertechnologyVSH:US	0.19	0.14	918.6M	886.52M	$4.80B	AM
International BancsharesIBOC:US	-	1.68	-	-	$4.72B
Genworth FinancialGNW:US	-	0.12	-	-	$4.27B	PM
Mueller Water ProductsMWA:US	-	0.39	-	391.89M	$4.10B	PM
Apple HospitalityAPLE:US	-	0.26	-	389.99M	$3.99B	PM
Delek USDK:US	5.48	2.82	4.09B	3.39B	$3.96B	AM
DiodesDIOD:US	-	0.6	-	434.6M	$3.93B	PM
Power IntegrationsPOWI:US	-	0.32	-	117.43M	$3.53B	PM
Extreme NetworksEXTR:US	0.32	0.29	338.6M	332.49M	$3.51B	AM
SM EnergySM:US	-	2.01	-	2.04B	$3.44B	PM
Corrections Corporation of AmericaCXW:US	-	0.33	-	615.79M	$3.40B	PM
Helmerich & PayneHP:US	-	0.08	-	981.42M	$3.31B	PM
Howard HughesHHC:US	-	1.69	-	656.12M	$3.30B	PM
RayonierRYN:US	-	0.1	-	387.99M	$3.26B	PM
CorvelCRVL:US	-	-	-	-	$3.25B	AM
American States WaterAWR:US	-	0.94	-	171.64M	$3.21B	PM
Icahn EnterprisesIEP:US	-4.333333333		2.97B	2.39B	$3.19B	AM
HUBHUBG:US	-	0.29	-	941.12M	$3.00B
Veeco InstrumentsVECO:US	-	0.28	-	180.08M	$2.96B	PM
Mge EnergyMGEE:US	0.89	0.81	161.2M	-	$2.88B	PM
Chimera InvestmentCIM:US	0.46	0.54	72.56M	93.93M	$2.78B	AM
KennametalKMT:US	2.96	2.32	736.61M	723.27M	$2.76B	AM
Digi InternationalDGII:US	-	0.65	-	130.85M	$2.66B	PM
A10 NetworksATEN:US	-	0.24	-	77.28M	$2.27B	PM
Encore CapitalECPG:US	-	2.87	-	454.82M	$2.24B	PM
Horace Mann EducatorsHMN:US	-	0.69	-	322.1M	$2.13B	PM
Central Garden PetCENTA:US	-	1.52	-	896.7M	$2.05B	PM
Goodyear Tire & RubberGT:US	-	-0.53	-	4.11B	$1.99B	PM
BioCryst PharmaceuticalsBCRX:US	-	-	-	-	$1.90B
KemperKMPR:US	-	0.34	-	1.16B	$1.87B	PM
Northwest Natural GasNWN:US	0.01	-0.06	243.55M	262.05M	$1.86B	AM
DorianLPG:US	2.52	2.26	187.9M	169.9M	$1.78B	AM
Gibraltar IndustriesROCK:US	1.11	0.98	509.5M	473.78M	$1.74B	AM
TennantTNC:US	-	1.36	-	331.78M	$1.67B	PM
LTC PropertiesLTC:US	-	0.5	-	77.61M	$1.66B	PM
J&J Snack FoodsJJSF:US	1.96	1.8	426M	439.5M	$1.60B	AM
Sarepta TherapeuticsSRPT:US	-	0.21	-	364.88M	$1.53B	PM
SafetySAFT:US	-	-	-	-	$1.53B	PM
NOWDNOW:US	-	0.1	-	1.26B	$1.50B	AM
Edgewell Personal CareEPC:US	0.72	0.63	570.1M	578.09M	$1.44B	AM
U-Haul HoldingUHAL:US	-	0.6	-	1.66B	$1.44B	PM
Helix Energy SolutionsHLX:US	-	0.07	-	321.44M	$1.41B
NCRNCR:US	0.17	0.15	523M	516.62M	$1.34B	AM
Universal CorporationUVV:US	-	0.34	-	594.5M	$1.28B	PM
XencorXNCR:US	-	-0.8	-	18.87M	$1.23B	PM
US Physical TherapyUSPH:US	-	0.85	-	211.36M	$1.16B	PM
MannKindMNKD:US	-	-0.01	-	109.02M	$1.10B	PM
Astec IndustriesASTE:US	0.94	1.08	408.1M	408.95M	$1.09B	AM
Bloomin' BrandsBLMN:US	0.39	0.29	1.02B	1B	$1.02B	AM
GeronGERN:US	2		57.48M	55.21M	$952.10M	AM
Apollo Commercial Real Est FinanceARI:US	-	0.17	-	80.52M	$924.40M
MFA FinancialMFA:US	0.34	0.27	88.25M	70.95M	$920.30M	AM
TronoxTROX:US	-	-0.35	-	827.41M	$893.40M	PM
ShutterstockSSTK:US	0.82	-0.35	221.8M	224.41M	$221.40M	PM

Market News:

Wall Street on Wednesday hit a record high right out of the gates, but eventually ended mixed to snap a four-day winning streak, finally taking a bit of a breather after a stellar start to August.

Sentiment for the most part has been supported by a strong earnings season, continued rotation into sectors outside of technology, and hopes of diplomatic progress between the U.S. and Iran.

Gains were offset by an underwhelming response to quarterly reports from SpaceX and Advanced Micro Devices. Elsewhere, U.S. economic data showed private employment cooled in July, echoing a similar trend seen in June job openings ahead of Friday’s closely-watched nonfarm payrolls report.

The benchmark S&P 500 index slipped 0.2% to conclude at 7,719.19 points, giving up an advance of as much as 0.7%. The tech-heavy NASDAQ Composite shed 0.8% to settle at 26,363.44 points, erasing a climb of as much as 0.6%. The blue-chip Dow Jones Industrial Average added 0.5% to notch a record close at 54,349.00 points.

Stocks back at record levels as AI trade rebounds

U.S. markets have returned to all-time high levels, with the S&P posting a record close on Tuesday for the first time since the beginning of June.

Over the last two months, the high-flying artificial intelligence trade, which had powered stocks earlier in the year, slumped amid investors stepping back and taking a look at an advance that had flown too high and too fast. Concerns abounded about lofty valuations, uncertain timelines on returns from massive spending on AI, and Chinese competition. Chip stocks, which had been the primary beneficiaries of the AI boom, slumped more than 20% in July to post their worst month since the financial crisis.

But blowout quarterly results from Microsoft at the end of July, along with the tech titan becoming the first to not raise spending plans, marked the end of the slide. The Philadelphia Semiconductor Index has risen 14.9% since Microsoft’s report. Strong numbers from Amazon further lifted spirits. Traders also identified the saga of Leopold Aschenbrenner’s hedge fund, Situational Awareness, as both a catalyst for the recent weakness in the AI trade and its rebound.

Even as technology bled, the broader market was supported by a rotation into other sectors and a solid earnings season so far, highlighting Wall Street’s resilience in returning to record levels.

Earnings today: SpaceX and AMD fall, Amgen and Disney boost Dow

Turning to Wednesday’s earnings-related moves, SpaceX and AMD declined.

Shares of Elon Musk’s rocket company closed 13.6% lower after reporting its first ever quarterly earnings as a listed entity. While it posted stronger-than-expected revenue and a narrower quarterly loss, analysts flagged that elevated spending on AI infrastructure was weighing on free cash flow.

Musk on the earnings conference call touted ambitious plans for SpaceX. Along with targeting $1 trillion in revenue by 2030, Musk said the group could begin sending data centers into orbit as soon as next year.

Meanwhile, AMD shed 7%. The chip designer delivered a quarterly top- and bottom-line beat and issued current quarter revenue guidance that was above expectations. However, it appeared that investors had hoped for more to justify the stock’s whopping YTD advance of more than 140% going into the report.

AMD also came under pressure after Musk said SpaceX would no longer purchase processors from the chip designer and had instead decided to "build exclusively" on rival Nvidia’s technology because it was the "best architecture." Shares of Nvidia added 3.4%.

Other non-tech earnings also grabbed the spotlight. Amgen stock climbed 4.6% and finished as the top percentage gainer on the blue-chip Dow, after the drugmaker’s quarterly product sales grew 9% Y/Y on the back of increased demand for key products such as cholesterol medicine Repatha.

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