News Bulletin
Thursday, July 23, 2026
Evening Edition
Economic Numbers:
|
Time |
Event |
Actual |
Forecast |
Previous |
|
Thursday, July 23, 2026 |
||||
|
8:30 |
Initial Jobless Claims |
187K |
211K |
209K |
|
8:30 |
Continuing Jobless Claims |
1,796K |
|
1,798K |
|
8:30 |
Jobless Claims 4-Week Avg. |
207.50K |
|
214.75K |
|
13:00 |
10-Year TIPS Auction |
2.44% |
|
2.17% |
Indices
|
|
CLOSE |
50 DMA |
200 DMA |
|
DJIA |
51,711.65 |
51,403.20 |
48,873.42 |
|
NASDAQ |
25,137.69 |
26,098.28 |
23,932.45 |
|
S&P 500 |
7,408.30 |
7,471.39 |
7,001.49 |
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 |
|
IntelINTC:US |
- |
0.21 |
14.34B |
12.9B |
$284.27B |
PM |
|
T-Mobile UsTMUS:US |
2.85 |
2.58 |
23B |
21.13B |
$230.35B |
AM |
|
Raytheon TechnologiesRTX:US |
1.89 |
1.65 |
22.87B |
21.6B |
$192.27B |
AM |
|
Thermo Fisher ScientificTMO:US |
6.03 |
5.72 |
11.71B |
10.85B |
$177.96B |
AM |
|
Union PacificUNP:US |
3.41 |
3.17 |
6.57B |
6.2B |
$165.49B |
AM |
|
BlackstoneBX:US |
1.52 |
1.35 |
3.45B |
3.71B |
$148.37B |
AM |
|
Honeywell InternationalHON:US |
1.95 |
4.84 |
9.55B |
10.4B |
$139.79B |
AM |
|
Newmont MiningNEM:US |
- |
2.21 |
6.49B |
5.32B |
$128.03B |
PM |
|
Lockheed MartinLMT:US |
7.94 |
7.22 |
19.37B |
18.2B |
$127.41B |
AM |
|
ComcastCMCSA:US |
1.04 |
0.97 |
29.23B |
30.31B |
$121.00B |
AM |
|
Freeport-McMoranFCX:US |
0.74 |
0.58 |
6.61B |
7.58B |
$88.34B |
AM |
|
Norfolk SouthernNSC:US |
3.52 |
3.2 |
3.26B |
3.11B |
$72.71B |
AM |
|
Digital RealtyDLR:US |
- |
0.49 |
1.65B |
1.49B |
$66.34B |
PM |
|
Comfort Systems USAFIX:US |
- |
10.42 |
2.97B |
2.17B |
$63.14B |
PM |
|
NASDAQNDAQ:US |
1.07 |
0.94 |
1.42B |
1.31B |
$50.11B |
AM |
|
Edwards LifesciencesEW:US |
- |
0.74 |
1.7B |
1.53B |
$47.05B |
PM |
|
Ameriprise FinancialAMP:US |
11.07 |
10.63 |
4.77B |
4.37B |
$44.59B |
AM |
|
Hartford Financial ServicesHIG:US |
- |
3.22 |
7.39B |
6.99B |
$41.51B |
PM |
|
Roper IndustriesROP:US |
5.38 |
5.29 |
2.1B |
1.94B |
$38.93B |
AM |
|
EMCOREME:US |
- |
7.25 |
4.7B |
4.3B |
$38.34B |
|
|
PG&EPCG:US |
0.4 |
0.36 |
6.15B |
5.9B |
$35.91B |
AM |
|
DoverDOV:US |
2.74 |
2.73 |
2.21B |
2.05B |
$31.30B |
AM |
|
VerisignVRSN:US |
- |
2.45 |
433.67M |
410M |
$27.94B |
PM |
|
DowDOW:US |
1.44 |
1.2 |
11.98B |
10.1B |
$26.97B |
AM |
|
First Citizens BancsharesFCNCA:US |
57.09 |
40.42 |
2.16B |
2.38B |
$25.72B |
AM |
|
Huntington BancsharesHBAN:US |
0.39 |
0.36 |
2.84B |
1.95B |
$24.50B |
AM |
|
CMS Energy CorporationCMS:US |
- |
0.78 |
1.92B |
1.84B |
$22.76B |
AM |
|
West Pharmaceutical ServicesWST:US |
2.37 |
2.08 |
839.22M |
766.5M |
$22.67B |
AM |
|
Quest DiagnosticsDGX:US |
3.12 |
2.82 |
2.98B |
2.76B |
$21.99B |
AM |
|
First SolarFSLR:US |
- |
3 |
1.07B |
1.1B |
$21.61B |
|
|
NVRNVR:US |
83.96 |
91.41 |
2.4B |
2.55B |
$21.14B |
PM |
|
Snap-OnSNA:US |
4.96 |
4.99 |
1.22B |
1.18B |
$20.65B |
AM |
|
Tractor SupplyTSCO:US |
0.81 |
0.85 |
4.64B |
4.44B |
$19.46B |
AM |
|
SS&C TechnologiesSSNC:US |
- |
1.68 |
1.65B |
1.54B |
$17.31B |
PM |
|
Deckers OutdoorDECK:US |
- |
0.87 |
1.02B |
965M |
$15.58B |
PM |
|
Erie IndemnityERIE:US |
- |
3.57 |
1.23B |
1.06B |
$13.01B |
PM |
|
Somnigroup InternationalTPX:US |
- |
0.57 |
1.88B |
1.89B |
$12.27B |
AM |
|
Old Republic InternationalORI:US |
0.76 |
0.82 |
2.39B |
2.21B |
$10.99B |
AM |
|
Allison TransmissionALSN:US |
- |
2.4 |
1.5B |
814M |
$10.73B |
PM |
|
Ryder SystemR:US |
3.73 |
3.66 |
3.28B |
3.19B |
$10.73B |
AM |
|
EnsignENSG:US |
- |
1.84 |
1.43B |
1.23B |
$10.70B |
|
|
FirstCashFCFS:US |
2.5 |
2.27 |
1.03B |
830.62M |
$9.50B |
AM |
|
PoolPOOL:US |
5.38 |
5.35 |
1.82B |
1.78B |
$8.80B |
AM |
|
LKQLKQ:US |
- |
0.71 |
3.49B |
3.64B |
$8.42B |
AM |
|
Rexford Industrial RealtyREXR:US |
- |
0.29 |
240.83M |
249.51M |
$7.85B |
PM |
|
American AirlinesAAL:US |
0.15 |
-0.02 |
16.65B |
14.4B |
$7.74B |
AM |
|
Boyd GamingBYD:US |
- |
1.89 |
1.04B |
1.03B |
$7.55B |
PM |
|
Federal SignalFSS:US |
- |
1.29 |
667.19M |
565M |
$7.42B |
|
|
Valley National BancorpVLY:US |
0.3 |
0.31 |
556.89M |
495.01M |
$7.01B |
AM |
|
Eagle MaterialsEXP:US |
- |
3.41 |
621.37M |
634.7M |
$6.69B |
|
|
Columbia Banking SystemCOLB:US |
- |
0.73 |
689.2M |
510.91M |
$6.21B |
PM |
|
Granite ConstructionGVA:US |
- |
2.33 |
1.41B |
1.13B |
$6.03B |
AM |
|
United BanksharesUBSI:US |
0.95 |
0.88 |
320.44M |
306M |
$5.94B |
AM |
|
Ameris BancorpABCB:US |
- |
1.66 |
323.76M |
301.6M |
$5.86B |
PM |
|
Glacier BancorpGBCI:US |
- |
0.75 |
322.19M |
240.56M |
$5.60B |
PM |
|
Cleveland-CliffsCLF:US |
1.111111111 |
|
5.22B |
4.9B |
$5.18B |
AM |
|
SLMSLM:US |
- |
0.47 |
415.72M |
403.6M |
$5.16B |
PM |
|
SelectiveSIGI:US |
- |
1.62 |
1.31B |
1.28B |
$4.72B |
PM |
|
Associated BancASB:US |
- |
0.73 |
437.72M |
366.98M |
$4.61B |
PM |
|
Enova InternationalENVA:US |
- |
3.97 |
903.67M |
764M |
$4.44B |
PM |
|
Bread Financial HoldingsADS:US |
3.55 |
2.72 |
958.07M |
929M |
$4.33B |
AM |
|
Wsfs FinancialWSFS:US |
- |
1.48 |
278.27M |
267.5M |
$4.31B |
PM |
|
Tfs FinancialTFSL:US |
- |
0.08 |
85.87M |
82.04M |
$4.22B |
|
|
RingCentralRNG:US |
- |
1.16 |
650.55M |
620M |
$4.19B |
PM |
|
BancfirstBANF:US |
- |
1.73 |
176.02M |
169.3M |
$3.81B |
|
|
SkyWestSKYW:US |
- |
2.76 |
1.11B |
1.03B |
$3.74B |
PM |
|
ChemoursCC:US |
- |
0.49 |
1.65B |
1.62B |
$3.65B |
PM |
|
First Interstate BancSystemFIBK:US |
- |
0.69 |
250.77M |
248.3M |
$3.60B |
PM |
|
Harley DavidsonHOG:US |
0.75 |
0.63 |
1.16B |
1.31B |
$3.43B |
AM |
|
BancorpTBBK:US |
- |
1.35 |
189.17M |
181.24M |
$3.19B |
|
|
Patrick IndustriesPATK:US |
- |
1.41 |
1.04B |
1.05B |
$3.12B |
|
|
VisteonVC:US |
1.91 |
2.2 |
947.29M |
969M |
$3.01B |
AM |
|
Robert Half InternationalRHI:US |
- |
0.25 |
1.32B |
1.37B |
$2.86B |
PM |
|
Boston BeerSAM:US |
- |
4.99 |
574.2M |
587.95M |
$2.85B |
PM |
|
MaxLinearMXL:US |
- |
0.33 |
164.6M |
108.8M |
$2.81B |
PM |
|
KnowlesKN:US |
- |
0.29 |
153.53M |
145.9M |
$2.81B |
PM |
|
Netscout SystemsNTCT:US |
- |
0.38 |
196.17M |
186.75M |
$2.72B |
AM |
|
TownebankTOWN:US |
0.78 |
0.81 |
300.54M |
207.44M |
$2.64B |
AM |
|
HilltopHTH:US |
- |
0.46 |
307.34M |
303.31M |
$2.57B |
PM |
|
Customers BancorpCUBI:US |
- |
2.04 |
230.45M |
206.31M |
$2.43B |
PM |
|
SPS CommerceSPSC:US |
- |
1.09 |
195.44M |
187.4M |
$2.08B |
|
|
1st SourceSRCE:US |
- |
1.66 |
113.3M |
108.41M |
$2.03B |
|
|
CBIZCBZ:US |
- |
0.71 |
697.93M |
683.5M |
$1.66B |
|
|
S&T BancorpSTBA:US |
1.02 |
0.91 |
104.41M |
100.07M |
$1.66B |
AM |
|
LTC PropertiesLTC:US |
- |
0.5 |
77.61M |
60.24M |
$1.66B |
PM |
|
Trico BancsharesTCBK:US |
1.06 |
1.02 |
110.98M |
103.61M |
$1.64B |
PM |
|
AtriCureATRC:US |
- |
-0.01 |
151.84M |
136.1M |
$1.43B |
PM |
|
Marten TransportMRTN:US |
- |
0.07 |
222.94M |
229.92M |
$1.42B |
|
|
World Kinect CorporationINT:US |
- |
0.66 |
10.17B |
9.04B |
$1.41B |
PM |
|
ScholasticSCHL:US |
- |
2.19 |
517.06M |
508.3M |
$1.34B |
PM |
|
Ladder CapitalLADR:US |
0.12 |
0.24 |
56.5M |
56.26M |
$1.32B |
AM |
|
GenthermTHRM:US |
0.75 |
0.56 |
382.01M |
375M |
$934.00M |
AM |
|
On AssignmentASGN:US |
- |
- |
- |
1.02B |
$930.90M |
|
Market News:
U.S. stocks on Thursday ended deep in
negative territory, weighed down by losses in heavyweight names Alphabet and
Tesla after their spending plans failed to quell investor concerns about the
artificial intelligence trade.
Sentiment was also under pressure from a
surge in oil prices, with the global crude benchmark topping $100 a barrel for
the first time since May amid a potentially widening conflict in the Middle
East.
In a bright spot, the economic calendar
showed the number of Americans filing for initial jobless claims in the past
week fell to their lowest level since May 1969, pointing to a strong labor market.
The benchmark S&P 500 index slid
1.2% to close at 7,407.58 points, the tech-heavy NASDAQ Composite fell 2.2% to
settle at 25,137.69 points, and the blue-chip Dow Jones Industrial Average shed
1% to conclude at 51,711.29 points.
Alphabet, Tesla spending spooks
investors
Coming into Wednesday’s earnings from
Alphabet and Tesla, the high-flying AI trade had seen a sharp bout of
profit-taking since last month amid soaring concerns about massive valuations
and 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.
The results did little to calm those
concerns, after the Google-parent reported its first quarterly cash burn on
record and the electric vehicle (EV) manufacturer announced quarterly negative
free cash flow for the first time since Q1 2024.
For the full year, Alphabet raised its
capital expenditures guidance to $195 billion to $205 billion, up from $180
billion to $190 billion range previously, and warned spending would climb
further in 2027. Tesla, for its part, reiterated expectations of more than $25
billion in capex. Top boss Elon
Musk on the earnings conference call conceded that "this is a massive capex year," but argued that it was necessary to
eventually “yield incredible returns.”
Tesla stock concluded 14.5% lower, while
class A shares of Alphabet fell more than 7%. Both
stocks ended among the top three percentage losers on the NASDAQ Composite.
“Alphabet is spending hundreds of
billions of dollars as it looks to stay ahead in the AI arms race, but there is
still a healthy degree of skepticism about the
ability of these investments to generate a commensurate level of return,"
Russ Mould, investment director at AJ Bell, said.
“Along with the mounting levels of capex, Alphabet is also facing higher operating costs,
thanks to capacity issues and energy costs, which is expected to put pressure
on margins. Alphabet sees this as a price worth paying to secure market share
but when you combine this weakened profitability with cash flow pressures, it’s
easy to see why the market is uncomfortable,” he noted.
"(Tesla) had already reported a
rebound in EV demand as it posted record second-quarter vehicle deliveries, the
question was how profitable these sales had been. The answer is not very – with
a big drop in margins seeing profit for the period sink well below consensus
forecasts – suggesting Tesla has only managed to lure back buyers by slashing
prices," Mould said.
“A pivot into robotaxis
and AI-powered humanoid robots is being accelerated but the associated spending
meant it slipped into negative free cash flow for the first time in two years,”
he added.
Market participants are now looking
ahead to quarterly numbers from chipmaker Intel after the closing bell. They
are keen to see if the legacy tech major, despite lagging behind its chipmaking rivals in capitalizing on AI demand in recent
years, has narrowed this gap so far in 2026. Support from the U.S. government
has helped underpin a major turnaround plan at Intel, with a new advanced chip
platform being at the heart of its ambitions.
Earnings snapshot: RTX and LMT rise,
Honeywell caps Dow losses
Away from tech earnings, there were
several other big names that reported results.
Shares of defense
contractors RTX and Lockheed Martin advanced 7.3% and 10.5%, respectively,
after both raised their full-year top- and bottom-line guidance. The ongoing
conflict in the Middle East has played its part in boosting their performance,
as the Pentagon increases efforts to replenish munitions stockpiles.
Honeywell Technologies stock added 5.7%
and was the top percentage gainer on the blue-chip Dow, after the firm’s
quarterly orders rose 16% Y/Y, helping its overall backlog reach about $20
billion at the end of the three-month period.
The company is the automation arm that
emerged from a three-way split completed this year which saw Honeywell
Aerospace being spun off into an independent entity and the specialty materials
business being spun off into Solstice Advanced Materials.
T-Mobile US slipped 10.7% and ended
among the top percentage losers on the S&P 500. The number one U.S.
wireless carrier by market cap delivered a quarterly revenue miss, as postpaid net account additions declined 13% Y/Y.
Trump criticizes Houthi
attacks as Brent tops $100
Turning to the Middle East, the
situation threatened to turn into a wider conflict after Iran-backed Houthis in Yemen took responsibility for strikes on two
Saudi Arabian tankers in the Red Sea, the first since the militia announced a
blockade on Saudi vessels this week. The attacks threaten to further disrupt global
oil supplies out of the region, with Kpler estimating
1.9 million barrels a day of Saudi west coast refining capacity exposed to
potential Houthi missile hits.
The shipping tracker also said confirmed
vessel crossings through the Strait of Hormuz had dropped by 75%, leaving more
oil accumulating in the Gulf. Ships have become increasingly cautious in
transiting the vital waterway amid continued tit-for-tat strikes between the
U.S. and Iran.
U.S. Central Command on Wednesday
completed a twelfth consecutive night of bombardment against Iran, while its
naval blockade had redirected nine commercial vessels and disabled one to
prevent ships from entering or exiting Iranian ports. Tehran has retaliated by
striking U.S. military bases in neighboring countries
such as Kuwait, Jordan, and Bahrain.
President Donald Trump on Thursday
morning criticized the Houthis. He said they had
"acted very responsibly" over the past year but were now
"starting up again" by shooting at the two Saudi ships.
"If they do this again, the U.S.
will hold Iran responsible, in that the Houthis are a
Surrogate and/or Proxy of Iran, and major military punishment will be inflicted
upon Iran and, of course, the Houthis, themselves,
who I am very disappointed with in that they have, until now, acted very
professionally and smart," the U.S. leader said.
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