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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