- European heatwave pushes summer electricity prices to winter peak levels, as both nuclear and gas power generation capacity are constrained
- Expert to XRP Holders: Here’s the Path to the Next Bull Run
- Moderna 2Q-End Cash, Equivalents, Investments $6.9B >MRNA
- Werewolf Therapeutics 2Q EPS 8c >HOWL
- Canada Goose (GOOS.US): Q1 Greater China Revenue Surges 44.2%, All-Weather Strategy Anchors Long-Term Growth
- Morgan Stanley: Apple (AAPL.US) target price lowered from $364.00 to $360.00.
- Moderna: mRNA-1403 Norovirus Vaccine Candidate Didn't Meet Statistical Criteria for Early Success at Phase 3 Interim Analysis >MRNA
- Moderna Reiterates Plan to Deliver Up to 10% Revenue Growth in 2026 >MRNA
- Tenax Therapeutics 2Q Research and Development Expenses $12.9M >TENX
- AutoNation 2Q Adj EPS $5.56 >AN
- AutoNation 2Q EPS $5.39 >AN
- AutoNation 2Q Rev $6.9B >AN
- AutoNation 2Q New Vehicle Revenue $3.29B >AN
- AutoNation 2Q New Vehicle Revenue Down 3.1% >AN
- AutoNation 2Q Used Vehicle Revenue Up 1.3% >AN
- AutoNation 2Q Used Vehicle Revenue $2.01B >AN
- Telus: Conducting Comprehensive Review of Asset Portfolio to Optimize Capital Allocation >T.T
- Bitcoin’s $437 Billion Quantum Exposure Meets IBM’s 2028 Deadline
- Telus Plans Cost Transformation Program Designed to Embrace Technology, Eliminate Redundancy >T.T
- Church & Dwight Sees 2026 Adjusted EPS Up 6% to Up 8% >CHD
- Church & Dwight Sees 2026 EPS Up 20%-Up 22% >CHD
- CME: On Thursday, the EBS platform saw a total USD/JPY trading volume of $158 billion, with yen spot trading volume reaching $102 billion—the highest daily volume in over a decade. Yen futures trading volume also reached an all-time high at $52 billion.
- Spot platinum has just surpassed the $1,640.00/oz mark, now quoted at $1,640.27/oz, down 1.03% on the day; Nymex platinum futures main contract is currently quoted at $1,648.7/oz, down 0.69% on the day.
- Indian Minister of Information: Cabinet approves allocation of 50.7 billion Indian rupees to solar energy projects
- Church & Dwight Raises 2026 Net Sales Outlook to Flat to Up 1% >CHD
- Brookfield Renewable 2Q Loss $287M >BEP.UN.T
- Church & Dwight 2Q Net $202.8M >CHD
- Church & Dwight 2Q Sales $1.53B >CHD
- Church & Dwight 2Q Adj EPS 89c >CHD
- Church & Dwight 2Q EPS 85c >CHD
- Telus 2Q Adjusted EPS 16c Basic >T.T
- Telus to Remove Dividend Reinvestment Plan Discount Effective Oct 1, Reducing Shareholder Dilution >T.T
- Telus: Clear Path to 3-Times or Lower Leverage by End 2028 >T.T
- After 439% gains, Situational Awareness faces a forced AI investment withdrawal
- Telus: Dividend Cut To Generate C$2.7B Cash Savings Through 2028 Directed Toward Debt Reduction >T.T
- Telus Cuts Quarterly Dividend to C$0.1875 From C$0.4184 >T.T
- Telus Raises 2026 Capital Spending View to About C$2.6B From About C$2.3B >T.T
- Telus Cuts 2026 Free Cash Flow View to About C$1.8B From About C$2.45B >T.T
- Telus Now Sees 2026 Adjusted Ebitda Down 2%-4%; Had Seen Up 2%-4% >T.T
- Telus Now Sees 2026 Consolidated Service Revenue Flat to Down 2%; Had Seen Up 2%-4% >T.T
- ExxonMobil (XOM.US) reported second-quarter production of 4.514 million barrels of oil equivalent, while the market expected 4.227 million barrels of oil equivalent. If the Strait of Hormuz is completely closed in the third quarter, Middle Eastern production will decrease by approximately 750,000 barrels of oil equivalent per day year-over-year. After the strait reopens, two damaged Qatari LNG production lines will remain shut down, which is expected to impact about 100,000 barrels of oil equiv
- Iraq's Ministry of Oil: The fire at the Ahdab oil field is being extinguished, no toxic gas leaks have occurred, and oil production has not been affected.
- Telus 2Q Adjusted Ebitda C$1.78B >T.T
- Telus: Resets Quarterly Dividend to Support Deleveraging, Fuel Long-Term Growth >T.T
- Major Canadian Economic Indicators Expected This Week
- Telus 2Q Rev C$4.93B >TU
- Telus 2Q Loss C$1.83B >TU
- Mitsubishi UFJ says Japan's Thursday intervention was precisely timed, with action during the New York session highlighting a tacit signal of approval from the US side.
- ExxonMobil (XOM.US): Disruption of production in the Middle East has resulted in a $1.8 billion decrease in earnings year-to-date.
- ExxonMobil (XOM.US) reported a second-quarter output of 4,514 thousand barrels of oil equivalent, while the market expectation was 4,227 thousand barrels of oil equivalent.
- Wedbush raises Amazon (AMZN.US) target price from $293 to $310.
- BofA Global Research raises Amazon (AMZN.US) target price from $310.00 to $320.00.
- Crypto activity recovered in July, new liquidity still limited
- Wall Street rises sharply, driven by soaring Microsoft stock
- Cameco: Dominique Minière Has Stepped Dn From Bd of Directors >CCO.T
- Newell Brands 2Q EPS Boosted 17c by Recoveries Related to IEEPA Tariffs >NWL
- Newell Brands Raises 2026 Operating Cash Flow View to Around $400M >NWL
- Newell Brands Now Sees 2026 Core Sales Flat to Up 1%; Had Seen Down 1%-Up 1% >NWL
- Cameco: Across the Nuclear Fuel Cycle, Market Conditions Continued to Improve During the 1H of the Yr >CCO.T
- Newell Brands Raises 2026 View To Adj EPS 73c-Adj EPS 77c >NWL
- Newell Brands Had Seen 2026 Adjusted EPS 56c-60c >NWL
- Ethereum outperforms Bitcoin as Bitmine buys 9,946 ETH
- Bitcoin may not have bottomed yet, early investor Terpin warns of possible drop to $40K
- Newell Brands Now Sees 2026 Sales Up 1%-2%; Had Seen Flat to Up 2% >NWL
- Cameco 2Q Net C$25M >CCJ
- Lear Narrows 2026 View To Rev $23.54B-$24.01B >LEA
- Cameco 2Q EPS C$0.06 >CCJ
- Cameco 2Q Adj EPS C$0.18 >CCJ
- Lear 2Q Adj EPS $4.28 >LEA
- Exxon Mobil 2Q Adj EPS $3.52 >XOM
- Exxon Mobil: Fifth Guyana FPSO Set Sail With Production Startup on Plan for 4Q, Increasing Capacity by 250 Kbd >XOM
- ExxonMobil Holdings 2Q Operating Cash Flow $23.56B >XOM
- Lear 2Q EPS $3.79 >LEA
- Lear 2Q Sales $6.21B >LEA
- Newell Brands 2Q Adj EPS 42c >NWL
- Newell Brands 2Q Sales $1.99B >NWL
- U.S. Political, Economic Calendar - Week Ahead
- ExxonMobil Holdings 2Q Production 4.51M BOE/Day >XOM
- Newell Brands Sees 3Q Adj EPS 18c-Adj EPS 20c >NWL
- Newell Brands 2Q Net $106M >NWL
- Exxon Mobil 2Q EPS $3.48 >XOM
- Exxon Mobil 2Q Cash Flow From Operating Activities $23.6B >XOM
- Exxon Mobil 2Q Free Cash Flow $17.2B >XOM
- Exxon Mobil: Markets Were Supportive, but Our Performance Reflected Strength of Portfolio and Operating Model We Have Built Over Many Years >XOM
- TXNM Energy 2Q EPS 64c >TXNM
- Exxon Mobil: Distributed $9.4B to Shareholders in 2Q, Including $4.3B in Dividends and $5.1B in Share Repurchases >XOM
- Exxon Mobil: Highest Upstream Production in More Than Two Decades in 2Q, Excluding Middle East Disruptions >XOM
- Global Forex and Fixed Income Roundup: Market Talk
- U.S. Treasury Yields Rise, Dollar Firms -- Market Talk
- The USD/JPY options market issues ongoing intervention alerts, with a second round of action validating the determination of Japanese authorities. Bullish yen option premiums have surged to their highest level since April 2025.
- 16 Billion "Blood-Stained Chips" Settled: Citadel Defuses the AI Crash Wave—Is This the End of Liquidation or the Start of a Domino Effect?
- Global equity funds attracted over $27 billion in a single week, with the technology sector driving the rebound and the AI narrative continuing to be the core engine.
- Japan may have spent about $52.8 billion intervening in the foreign exchange market on Thursday, as the yen saw its biggest one-day gain in nearly three years.
- Data from the Bank of Japan's money market suggests that Japan may have intervened in the foreign exchange market. According to the Bank of Japan, Japan may have sold 58.97 billion dollars during Thursday's New York trading session to support the yen exchange rate.
- Amazon (AMZN.US): In the second quarter, up to $20 billion in funding was provided to Anthropic under a financing agreement that will expire 30 months after Anthropic's initial public offering.
- Palm oil weakens in line with soybean oil, as expectations of increased production and concerns over accumulated inventories weigh on prices.
- Chevron (CVX.US) reported total production of 4.07 million barrels of oil equivalent per day in the second quarter.
- Electrolux Had a Better Quarter, But Demand Could Weaken Near-Term -- Market Talk
- Timing of Likely Yen Interventions Similar to Previous Action -- Market Talk
- Nasdaq Futures Gain Despite Apple Selloff -- WSJ
