• Market recap: The Dow gained 263 points to hit a fresh high yesterday, though the S&P 500 snapped a 4-day run of gains. Nvidia (NVDA) gained 3%, though AMD (AMD) fell 7%. Source: CNBC.
• Google reshuffles AI leadership: Google (GOOGL) named Demis Hassabis as chief scientist as he steps back from leading the company's DeepMind AI project. Veteran AI leaders, including Jeff Dean, left to launch a startup, sending shares down 4%. Source: Reuters.
• FDA greenlights flu vaccine: Moderna (MRNA) won FDA approval for the first mRNA influenza vaccine, enabling faster strain targeting for future flu seasons. Shares rose 3.5% premarket. Source: NY Times.
• Virginia challenges energy merger: Virginia Gov. Abigail Spanberger will intervene in the proposed $67B merger of NextEra (NEE) and Dominion (D) following consumer concerns over costs and bills. Source: Bloomberg.
• Etsy slashes staff: Etsy (ETSY) will cut about 12% of its workforce, or 220 employees, to streamline product development and focus on its core marketplace. Shares fell 2.5% premarket. Source: WSJ.
• SK Hynix tumbles: SK Hynix (SKHY) slumped 6.3% premarket following a plunge in the chipmaker's Korean-listed shares (KRX:000660). Sources: Bloomberg / CNBC.
• ConocoPhillips names new CEO: ConocoPhillips (COP) said CEO Ryan Lance will retire Sept. 1 and be succeeded by CFO Andy O’Brien. Lance will become executive chair, with Konnie Haynes-Welsh becoming CFO. Shares rose 1.6% premarket. Source: Bloomberg.
• X product chief departs: X product chief Nikita Bier is stepping down after 13 months, becoming an adviser. The social media company is part of SpaceX (SPCX). Source: The Verge.
• JPMorgan faces fraud scrutiny: Federal prosecutors reviewed claims that JPMorgan (JPM) improperly denied more than $100M in scam reimbursements and overlooked antifraud deficiencies. The bank, whose shares are up 11.5% YTD, denies the claims. Source: WSJ.
• Zoox launches paid robotaxis: Amazon's (AMZN) taxi firm, Zoox, will begin charging for autonomous rides in Las Vegas on Aug. 10, marking its first commercial launch. Shares are up 20% WoW. Source: CNBC.
• Meta discloses AI hack: Meta (META) admitted that one of its AI models accessed another organization's systems because of a misconfiguration, adding to AI cybersecurity risks. Source: BBC.

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• eBay: eBay (EBAY) forecast Q3 revenue above estimates and raised its 2026 outlook after Q2 revenue rose 15%, driven by luxury, collectibles, refurbished goods, and its $1.4B Depop acquisition. Shares rose 1% premarket. Source: Reuters.
• Warner Bros. Discovery: Warner Bros. (WBD) reported 10% streaming revenue growth driven by HBO Max, but total Q2 revenue fell 11% below estimates as the company faces scrutiny over its proposed combination with Paramount (PSKY). Source: CNBC.
• Flutter: Flutter (FLUT) plunged 11.5% after cutting its full-year U.S. profit outlook by 22% and announcing that CEO Peter Jackson will step down at quarter-end. The company plans higher promotional spending to rebuild FanDuel's market share. Source: CNBC.
• Chime: Chime (CHYM) raised its 2026 revenue growth forecast after strong demand for its digital banking products drove Q2 results above expectations. The firm also announced that CFO Matt Newcomb will step down. Shares rose 6.5% premarket. Source: Reuters.
• Versant: Versant (VSNT) raised its 2026 revenue and EBITDA guidance after beating Q2 estimates, citing momentum in digital platforms and advertising. Shares gained 6.6% premarket. Source: CNBC.

• Trade deficit narrows: The U.S. trade deficit fell 5.6% to $73.3B in June as imports and exports declined. Record services exports, partly driven by World Cup tourism, helped offset weaker goods trade. Source: NY Times.
• Services activity expands: U.S. services activity expanded for a 7th straight month in July, with the ISM PMI edging up to 54.1. Still, the number fell slightly short of the 54.5 forecast. Source: WSJ.
• Jobless claims: Seasonally adjusted initial jobless claims totaled 199,000 for the week ending Aug. 1, up 1,000 WoW. The 4-week moving average was 198,750, down 4,500 WoW. Source: Dept. of Labor.
• German factory orders surge: German factory orders unexpectedly rose 3.1% in June, defying expectations of a slight decline. The uptick was driven by machinery and electronics demand. Source: WSJ.

• Ukraine hits Russian refineries: Ukraine struck 2 Russian oil refineries, extending attacks on fuel infrastructure that could tighten Russia’s gas and diesel supplies. Source: Bloomberg.
• Progressives sweep MI: Progressive candidate Abdul El-Sayed narrowly prevailed in Michigan's Democratic primary for Senate, ousting a more moderate candidate. A Democratic Socialist also defeated Dem incumbent Shri Thanedar in a House race. Sources: AP / NY Times.
• CDC director confirmed: The Senate confirmed Dr. Erica Schwartz as CDC director, ending a leadership vacuum. The agency is facing staffing cuts, multiple disease outbreaks, and scrutiny over scientific independence. Source: NPR.
• Union challenges autonomous truck rules: The Teamsters union sued to block California's self-driving truck regulations, arguing that the rules were improperly adopted and threaten hundreds of thousands of driving jobs. Source: Politico.

• 8:30 AM: Initial Jobless Claims
• 8:30 AM: Non-farm Productivity QoQ Prelim.
• 8:30 AM: Unit Labour Costs QoQ Prelim.
• Friday: Non Farm Payrolls, Unemployment Rate

Sandisk (SNDK) has released its quarterly earnings.

• Revenue of $8.97B (+371.59% YoY) beats by $722.01M.
• EPS of $39.25 (+13,434.48% YoY) beats by $5.87.
• Financials · As Reported · Metrics · Press Release

Shopify (SHOP) has released its quarterly earnings.

• Revenue of $3.58B (+33.69% YoY) beats by $144.87M.
• EPS of $0.42 (+20.00% YoY) beats by $0.05.
• Financials · As Reported · Metrics · Press Release

McKesson (MCK) has released its quarterly earnings.

• Revenue of $105.38B (+7.72% YoY) beats by $1.30B.
• EPS of $9.93 (+20.22% YoY) beats by $0.31.
• Financials · As Reported · Metrics · Press Release

MercadoLibre (MELI) has released its quarterly earnings.

• Revenue of $10.20B (+50.22% YoY) beats by $528.96M.
• EPS of $9.19 (-10.86% YoY) beats by $0.24.
• Financials · As Reported · Metrics · Press Release

The Allstate Corporation (ALL) has released its quarterly earnings.

• Revenue of $18.60B (+23.59% YoY) beats by $1.41B.
• EPS of $8.99 (+51.35% YoY) beats by $3.98.
• Financials · As Reported · Metrics · Press Release

MetLife (MET) has released its quarterly earnings.

• Revenue of $19.08B (+6.44% YoY) misses by $563.33M.
• EPS of $2.43 (+20.30% YoY) beats by $0.06.
• Financials · As Reported · Metrics · Press Release

Occidental Petroleum (OXY) has released its quarterly earnings.

• Revenue of $8.33B (+57.08% YoY) beats by $1.04B.
• EPS of $2.40 (+823.08% YoY) beats by $0.52.
• Financials · As Reported · Metrics · Press Release

Block (XYZ) has released its quarterly earnings.

• Revenue of $6.62B (+9.31% YoY) beats by $118.16M.
• EPS of $1.02 (+64.52% YoY) beats by $0.23.
• Financials · As Reported · Metrics · Press Release

eBay (EBAY) has released its quarterly earnings.

• Revenue of $3.13B (+14.80% YoY) beats by $117.06M.
• EPS of $1.60 (+16.79% YoY) beats by $0.15.
• Financials · As Reported · Metrics · Press Release

Expedia Group (EXPE) has released its quarterly earnings.

• Revenue of $4.32B (+13.97% YoY) beats by $150.94M.
• EPS of $5.76 (+35.85% YoY) beats by $0.70.
• Financials · As Reported · Metrics · Press Release

Nutrien (NTR) has released its quarterly earnings.

• Revenue of $10.81B (+3.58% YoY) beats by $220.84M.
• EPS of $2.61 (-1.51% YoY) misses by $0.30.
• Financials · As Reported · Metrics · Press Release

Constellation Energy (CEG) has released its quarterly earnings.

• Revenue of $7.50B (+23.00% YoY) misses by $444.81M.
• EPS of $2.55 (+33.51% YoY) beats by $0.18.
• Financials · As Reported · Metrics · Press Release

Canadian Natural Resources (CNQ) has released its quarterly earnings.

• Revenue of $10.65B (+69.45% YoY) beats by $1.33B.
• EPS of $1.58 (+209.80% YoY) beats by $0.18.
• Financials · As Reported · Metrics · Press Release

Keurig Dr Pepper (KDP) has released its quarterly earnings.

• Revenue of $7.31B (+75.57% YoY) beats by $88.09M.
• EPS of $0.57 (+16.33% YoY) beats by $0.03.
• Financials · As Reported · Metrics · Press Release

Halozyme Therapeutics (HALO) will report today after close.

• Analysts estimate revenue of $405.15M (+24.39% YoY).
• EPS is estimated to be $1.80 (+16.88% YoY).
• Financials · As Reported · Metrics

CareTrust REIT (CTRE) will report today after close.

• Analysts estimate revenue of $155.63M (+38.38% YoY).
• EPS is estimated to be $0.51 (+18.60% YoY).
• Financials · As Reported · Metrics

Monster Beverage (MNST) will report today after close.

• Analysts estimate revenue of $2.42B (+14.46% YoY).
• EPS is estimated to be $0.58 (+11.54% YoY).
• Financials · As Reported · Metrics

Airbnb (ABNB) will report today after close.

• Analysts estimate revenue of $3.57B (+15.42% YoY).
• EPS is estimated to be $1.24 (+20.39% YoY).
• Financials · As Reported · Metrics

The Trade Desk (TTD) will report today after close.

• Analysts estimate revenue of $751.58M (+8.29% YoY).
• EPS is estimated to be $0.37 (-9.76% YoY).
• Financials · As Reported · Metrics

Dropbox (DBX) will report today after close.

• Analysts estimate revenue of $626.20M (+0.08% YoY).
• EPS is estimated to be $0.69 (-2.82% YoY).
• Financials · As Reported · Metrics

Karman Holdings (KRMN) will report today after close.

• Analysts estimate revenue of $180.03M (+56.41% YoY).
• EPS is estimated to be $0.13 (+30.00% YoY).
• Financials · As Reported · Metrics

Sea Limited (SE) will report Tuesday.

• Analysts estimate revenue of $7.14B (+35.75% YoY).
• EPS is estimated to be $0.85 (+30.77% YoY).
• Financials · As Reported · Metrics

• Confirmed today: Braveheart Bio, Inc. (BRVE), a cardiovascular-focused pharma firm.
• Estimated Friday, Aug. 7: BlossomHill Therapeutics, Inc. (BLSM), a biotech firm developing small molecule cancer therapies.
• Estimated Friday, Aug. 7: Latigo Biotherapeutics, Inc. (LTGO), a biopharmaceutical company developing non-opioid pain medicines.
• Estimated Friday, Aug. 7: Vogenx, Inc. (VOGX), a metabolism-focused pharma firm.