• Chip stock rout: Chinese advances in state-of-the-art lithography technology led chip stocks lower, with Sandisk (SNDK) plunging 11% and SK Hynix (SKHY) 7.5%. Micron (MU), AMD (AMD), ASML (ASML), and Nvidia (NVDA) slumped 2-6% and continued falling premarket. Sources: The Information / Bloomberg / NY Times / CNBC.
• Apple regains top valuation: Apple (AAPL) gained 1% to hit a $4.95T market cap, overtaking Nvidia (NVDA) as the globe's most valuable company. Investors have favored Apple’s lower AI spending ahead of its earnings. Source: CNBC.
• Cracker Barrel's CEO steps down: Cracker Barrel (CBRL) CEO Julie Masino will exit next month after coming under fire for the chain’s redesign, which it later scrapped. Industry veteran David Deno will succeed her. Shares fell 2.4%. Source: CNN.
• BuzzFeed cuts workforce: BuzzFeed (BZFD) is laying off about 180 employees, more than 33% of its remaining staff, as new owner Byron Allen moves to reduce losses. Shares rallied 4.4% premarket. Source: NY Times.
• J&J seeks talc settlement: Johnson & Johnson (JNJ) gained 2.3% premarket after offering up to $5.5B to settle 76K U.S. lawsuits alleging that its talc products caused ovarian cancer. The company continues to deny the claims. Source: BBC.
• YouTube adds Peacock: Google (GOOGL) and Comcast (CMCSA) reached a multiyear deal to include Peacock in YouTube Premium beginning in early 2027, expanding Peacock’s reach. Each company gained 2% on the news. Source: CNBC.
• X Money launches: X — which is part of SpaceX (SPCX) — is rolling out X Money, offering peer-to-peer payments, a digital wallet, and a Visa (V) card as Elon Musk advances his "everything app" strategy. Shares fell 2.5% premarket. Source: The Verge.
• Luxfer goes private: Materials company Luxfer (LXFR) will be acquired by Wynnchurch Capital in a $462.7M all-cash deal. Shareholders will receive $17.37 per share, a 31% premium to its price before a strategic review. Source: WSJ.
• CME expands futures offerings: CME Group (CME) launched cash-settled, single-stock futures on 55 U.S. equities, including most Big Tech firms, to enable nearly 24-hour leveraged trading. CME is up 16% MoM. Source: CNBC.

• Coke: Coca-Cola (KO) beat Q2 EPS and revenue estimates and raised its full-year outlook, citing resilient demand for its beverages. The company now expects comparable EPS growth of 9–10% and organic revenue growth of about 5%. Shares climbed 3% premarket. Source: CNBC.
• Unilever: Unilever (UL) lifted its FY outlook after Q2 underlying sales grew 5.8%, driven by a 5.5% jump in volumes — the strongest volume growth in over 16 years. Shares popped 7.8% premarket. Source: WSJ.
• UPS: UPS (UPS) raised its 2026 revenue forecast to $91.2B after completing its planned reduction in Amazon (AMZN) shipping volumes. Higher-yield shipments and fuel surcharges supported growth, sending shares up 2% premarket. Source: Reuters.
• Boeing: Boeing (BA) reported a larger-than-expected Q2 loss after a $280M Air Force One charge, though revenue rose 8% to $24.56B and free cash flow beat expectations on higher aircraft deliveries. The FAA urged seat inspections for over 450 Boeing planes. Sources: CNBC / WSJ.
• JetBlue: JetBlue (JBLU) reported a wider Q2 loss as higher fuel costs offset strong demand. Still, revenue rose 14.5% to $2.7B, and the airline introduced several new fare tiers. Shares climbed 3% yesterday and a further 1.7% premarket. Sources: WSJ / CNBC.

• Durable-goods orders miss forecasts: U.S. durable-goods orders rose 0.3% in June to $334.8B, well below the 2.1% increase economists expected. Source: WSJ.
• Oil posts record drop: Oil prices fell at their largest clip in over 3 months, declining 8.7% to close below $90 per barrel. Sources: CNBC / CNBC.

• Earthquake hits Japan: A 6.8-magnitude earthquake struck Japan’s Kyushu region, briefly triggering a tsunami advisory that was later lifted. No fatalities were reported, though dozens were injured. Source: AP.
• E.U. surveillance law gets green light: Legislation permitting the mass surveillance of individuals' private messages is becoming law in Europe despite the E.U. parliament voting against the measure. Privacy advocates raised concerns about the law. Sources: Wired / EuroNews.
• ICC removes chief prosecutor: The International Criminal Court ousted chief prosecutor Karim Khan over sexual misconduct allegations. Source: NPR.
• ICE expands child arrests: ICE has arrested more than 12K migrant children and their sponsors after receiving leads from the U.S. refugee resettlement agency. Former Colts linebacker Daniel Adongo was also recently deported. Sources: Reuters / NY Times.
• Platner replacement named: Maine's Democratic Party chose 5th-generation logger Troy Jackson to campaign for the Senate, replacing disgraced nominee Graham Platner. Source: Politico.
• SCOTUS approval hits rock bottom: Approval of the Supreme Court fell to a record low of 33%, with Republican support dropping sharply after rulings against key Trump policies. Source: CNBC.

• 8:15 AM: ADP Employment Change Weekly
• 8:30 AM: Goods Trade Balance Adv.
• 8:30 AM: Retail Inventories Excl. Autos MoM Adv.
• 8:30 AM: Wholesale Inventories MoM Adv.
• 9:00 AM: S&P/Case-Shiller Home Price YoY
• 10:00 AM: CB Consumer Confidence
• 4:30 PM: API Crude Oil Stock Change
• Wednesday: Fed Interest Rate Decision, Fed Press Conference
• Thursday: Core PCE Price Index MoM, GDP Growth Rate QoQ Adv., Personal Income & Spending MoM

Welltower (WELL) has released its quarterly earnings.

• Revenue of $3.55B (+39.13% YoY) beats by $173.16M.
• EPS of $1.60 (+25.00% YoY) beats by $0.05.
• Financials · As Reported · Metrics · Press Release

Nucor (NUE) has released its quarterly earnings.

• Revenue of $10.40B (+22.95% YoY) beats by $322.15M.
• EPS of $4.84 (+86.15% YoY) beats by $0.31.
• Financials · As Reported · Metrics · Press Release

The Coca-Cola Company (KO) has released its quarterly earnings.

• Revenue of $13.40B (+7.20% YoY) beats by $248.75M.
• EPS of $0.97 (+11.49% YoY) beats by $0.04.
• Financials · As Reported · Metrics · Press Release

Boeing (BA) has released its quarterly earnings.

• Revenue of $24.56B (+7.96% YoY) beats by $659.39M.
• EPS of -$0.76 misses by $0.49.
• Financials · As Reported · Metrics · Press Release

S&P Global (SPGI) has released its quarterly earnings.

• Revenue of $4.15B (+10.41% YoY) beats by $67.41M.
• EPS of $4.83 (+9.03% YoY) misses by $0.12.
• Financials · As Reported · Metrics · Press Release

Corning (GLW) has released its quarterly earnings.

• Revenue of $4.74B (+17.13% YoY) beats by $117.97M.
• EPS of $0.78 (+30.00% YoY) beats by $0.03.
• Financials · As Reported · Metrics · Press Release

GSK (GSK) has released its quarterly earnings.

• Revenue of $11.28B (+5.82% YoY) beats by $490M.
• EPS of $1.35 (+8.87% YoY) beats by $0.08.
• Financials · As Reported · Metrics · Press Release

UPS (UPS) has released its quarterly earnings.

• Revenue of $22.80B (+7.55% YoY) beats by $1.12B.
• EPS of $1.76 (+13.55% YoY) beats by $0.11.
• Financials · As Reported · Metrics · Press Release

Barclays (BCS) has released its quarterly earnings.

• Revenue of $11.18B (+16.58% YoY) beats by $74M.
• EPS of $0.90 (+42.86% YoY) beats by $0.01.
• Financials · As Reported · Metrics · Press Release

Royal Caribbean Cruises (RCL) has released its quarterly earnings.

• Revenue of $4.83B (+6.48% YoY) beats by $12.49M.
• EPS of $4.21 (-3.88% YoY) beats by $0.28.
• Financials · As Reported · Metrics · Press Release

The Sherwin-Williams Company (SHW) has released its quarterly earnings.

• Revenue of $6.79B (+7.51% YoY) beats by $182.17M.
• EPS of $3.70 (+9.47% YoY) beats by $0.18.
• Financials · As Reported · Metrics · Press Release

American Tower (AMT) has released its quarterly earnings.

• Revenue of $2.75B (+4.64% YoY) beats by $47.59M.
• EPS of $2.71 (+4.23% YoY) beats by $0.09.
• Financials · As Reported · Metrics · Press Release

Hilton Worldwide Holdings (HLT) has released its quarterly earnings.

• Revenue of $3.34B (+6.50% YoY) beats by $19.27M.
• EPS of $2.29 (+4.09% YoY) beats by $0.04.
• Financials · As Reported · Metrics · Press Release

Carrier Global (CARR) has released its quarterly earnings.

• Revenue of $6.35B (+3.89% YoY) beats by $346.79M.
• EPS of $0.86 (-6.52% YoY) beats by $0.05.
• Financials · As Reported · Metrics · Press Release

PayPal Holdings (PYPL) has released its quarterly earnings.

• Revenue of $8.68B (+4.75% YoY) beats by $201.33M.
• EPS of $1.38 (-1.43% YoY) beats by $0.10.
• Financials · As Reported · Metrics · Press Release

IQVIA Holdings (IQV) has released its quarterly earnings.

• Revenue of $4.37B (+8.74% YoY) beats by $62.72M.
• EPS of $3.15 (+12.10% YoY) beats by $0.18.
• Financials · As Reported · Metrics · Press Release

Centene (CNC) has released its quarterly earnings.

• Revenue of $53.58B (+9.92% YoY) beats by $6.11B.
• EPS of $2.51 beats by $1.49.
• Financials · As Reported · Metrics · Press Release

Koninklijke Philips (PHG) has released its quarterly earnings.

• Revenue of $5.07B (+3.04% YoY) beats by $28M.
• EPS of $0.57 (+39.02% YoY) beats by $0.17.
• Financials · As Reported · Metrics · Press Release

Waste Management (WM) will report today after close.

• Analysts estimate revenue of $6.69B (+4.06% YoY).
• EPS is estimated to be $2.00 (+4.17% YoY).
• Financials · As Reported · Metrics

Microsoft (MSFT) will report tomorrow after market close.

• Analysts estimate revenue of $87.61B (+14.61% YoY).
• EPS is estimated to be $4.23 (+15.89% YoY).
• Financials · As Reported · Metrics

Meta Platforms (META) will report tomorrow after market close.

• Analysts estimate revenue of $60.22B (+26.74% YoY).
• EPS is estimated to be $7.18 (+0.56% YoY).
• Financials · As Reported · Metrics

Flowserve (FLS) will report tomorrow after market close.

• Analysts estimate revenue of $1.16B (-2.44% YoY).
• EPS is estimated to be $0.86 (-5.49% YoY).
• Financials · As Reported · Metrics

Apple (AAPL) will report Thursday.

• Analysts estimate revenue of $108.86B (+15.77% YoY).
• EPS is estimated to be $1.89 (+20.38% YoY).
• Financials · As Reported · Metrics

Amazon (AMZN) will report Thursday.

• Analysts estimate revenue of $196.02B (+16.89% YoY).
• EPS is estimated to be $1.82 (+8.33% YoY).
• Financials · As Reported · Metrics

ING Groep (ING) will report Thursday.

• Analysts estimate revenue of $7.12B (+10.13% YoY).
• EPS is estimated to be $0.74 (+17.46% YoY).
• Financials · As Reported · Metrics

Quanta Services (PWR) will report Thursday.

• Analysts estimate revenue of $8.60B (+26.98% YoY).
• EPS is estimated to be $3.25 (+31.05% YoY).
• Financials · As Reported · Metrics

MercadoLibre (MELI) will report Friday.

• Analysts estimate revenue of $9.67B (+42.43% YoY).
• EPS is estimated to be $8.95 (-13.19% YoY).
• Financials · As Reported · Metrics

• Estimated Tuesday, July 28: Ionic Digital Inc. (IOND), a crypto mining firm with $151.76M in TTM revenue and 2.1% revenue growth YoY.
• Estimated Thursday, July 30: Jersey Mike's Subs Inc. (JMKE), a subway-sandwich chain with $742M in TTM revenue and 6.6% revenue growth YoY.
• Estimated Thursday, July 30: Reformation Inc. (REF), a women's apparel brand with $533.31M in TTM revenue and 15.7% revenue growth YoY.
• Estimated Friday, July 31: Apnimed, Inc. (APMD), a sleep apnea pharma firm with $120.15M in TTM revenue and 380.1% revenue growth YoY.