• SpaceX shares unlock: SpaceX (SPCX) climbed 6% after more than 900M shares became eligible for trading following its IPO lockup expiration. The unlock more than doubled the public float, increasing near-term volatility. Source: CNN.
• Airbnb raises outlook: Airbnb (ABNB) beat Q2 revenue estimates and raised its 2026 revenue outlook, driven by strong global travel demand, World Cup bookings, and growth from first-time users. Shares rose 8% premarket. Source: Reuters.
• Sweetgreen plunges on forecast cut: Sweetgreen (SG) fell 13% premarket after cutting its annual same-store sales forecast, citing weaker demand amid fears over a disease outbreak tied to fresh produce — despite no link to the salad chain's menu. Source: Reuters.
• UWM raises capital: United Wholesale Mortgage (UWMC) plummeted 35% after suspending its dividend and securing a $2.05B equity investment to strengthen liquidity. The move follows a quarterly loss as high mortgage rates continue to pressure lending. Source: CNBC.
• SK Hynix expands capacity: SK Hynix (SKHY) plans to invest $38B to build new chip factories in South Korea, aiming to double memory capacity and meet strong AI-driven demand. Shares sank 5%. Source: Bloomberg.
• Lilly gains competitive advantage: Eli Lilly (LLY) strengthened its lead over Novo Nordisk (NVO) after both companies beat Q2 estimates and raised guidance. Investors favored Lilly’s stronger growth and market share, with shares up 11% YTD vs. Novo's 10% YTD drop. Source: CNBC.
• Alibaba shifts AI monetization: Alibaba (BABA) plans to require major users of its next open-source AI model to share revenue, pushing to monetize commercial adoption. Shares are down 13% YTD. Source: Reuters.
• Netflix and YouTube get GTA 6 preview: Take-Two’s (TTWO) Rockstar Games will premiere an extended look at Grand Theft Auto VI on Netflix (NFLX) and YouTube (GOOGL) on Aug. 27. Source: Variety.
• Gold posts weekly surge: Gold is heading for its best week since January — up more than 6% — amid easing Fed rate hike expectations and lower inflation concerns. Source: Reuters.

• Solar stocks pop on new tariffs: President Trump imposed a 15% tariff and minimum prices on certain solar panel materials, lifting U.S. solar stocks as investors bet on stronger domestic supply chains. FirstSolar (FSLR) gained 5% premarket, with FTC Solar (FTCI) up 4%. Source: CNBC.
• Sinclair gains on scrapped TV station rule: Sinclair (SBGI) rose 6% yesterday — and another 1.6% premarket — after the FCC repealed a cap on TV station ownership, potentially allowing more acquisitions of local stations. Source: CNN.
• Meta faces massive payout: A judge demanded that Meta (META) pay $567M into a New Mexico abatement fund in a case tied to its platforms' contributions to youth mental health harms. Meta plans to appeal. Sources: NY Times / The Verge.
• FAA orders Boeing inspections: The FAA mandated inspections of 471 737 MAX jets after cracks were found in older models. Boeing (BA) fell 3.3% on the news. Source: WSJ.

• Homebuilder buyout: Dream Finders (DFH) agreed to purchase Beazer Homes (BZH) for $2.2B, including debt, in an all-cash deal that will make it the 6th-largest U.S. homebuilder. Dream Finders gained 2% premarket, with Beazer falling 1.3%. Source: Reuters.
• EasyJet agrees to takeover: Apollo (APO) will acquire U.K. budget airline EasyJet (LON:EZJ) for $7.6B after rival Castlelake withdrew. The firm says it will avoid job cuts for at least 12 months and keep the airline’s strategy largely unchanged. Apollo fell 1.4%. Source: BBC.
• Nielsen acquires DoubleVerify: Nielsen will purchase software company DoubleVerify (DV) in a deal valued at $2.15B, sending DoubleVerify up 13% premarket. Source: WSJ.

• U.S. posts surprise job loss: The U.S. lost 23K jobs in July, missing expectations of a gain of 83K. Unemployment edged down to 4.1% as fewer people participated in the labor force. The participation rate slumped to a 5-year low of 61.4%. Sources: WSJ / CNBC.
• Chinese economy: China’s exports rose 24% YoY in July, down from 27% in June but above forecasts. Strong demand for electronics, EVs, and machinery helped prop up exports as the country's trade surplus narrowed to $112.5B. Separately, China’s crude imports reached a 3-month high in July but remain well below last year’s levels. Sources: AP / CNBC.

• Middle East defensive pact advances: Saudi Arabia, Turkey, and Pakistan are set to sign a joint defense agreement, deepening military cooperation amid growing regional security concerns. Source: Reuters.
• Mass shooting in Thailand: A student killed his grandparents before opening fire at a high school near Bangkok, killing at least 7 people all told and injuring more than a dozen before taking his own life. Source: NY Times.
• White House narrows birthright citizenship: President Trump signed executive orders to limit birthright citizenship eligibility and curb so-called "birth tourism" after the Supreme Court struck down his earlier attempt to nullify citizenship by birth. Source: WSJ.
• Trump wins legal reprieve: A federal court temporarily blocked the BBC from accessing President Trump’s business records in his $10B defamation lawsuit against the British news outlet. The stay delays, but does not end, the fight over financial discovery. Source: CNBC.
• Senate sees Fauci and Farm Bill drama: A Senate committee voted along party lines to hold Anthony Fauci in contempt after he invoked the Fifth Amendment during pandemic-related testimony. Separately, Democrats blocked the Farm Bill from advancing due to concerns over food stamps' financial viability. Sources: NPR / The Hill.
• TN primaries: Tennessee voters ousted Trump-endorsed Rep. Andy Ogles in the GOP primary, choosing former state Ag Commissioner Charlie Hatcher instead. Source: AP.

• 8:30 AM: Non Farm Payrolls
• 8:30 AM: Unemployment Rate
• 8:30 AM: Average Hourly Earnings MoM & YoY
• 8:30 AM: Participation Rate

ConocoPhillips (COP) has released its quarterly earnings.

• Revenue of $19.52B (+32.44% YoY) beats by $740.15M.
• EPS of $3.24 (+128.17% YoY) beats by $0.36.
• Financials · As Reported · Metrics · Press Release

Parker-Hannifin (PH) has released its quarterly earnings.

• Revenue of $5.76B (+9.77% YoY) beats by $179.87M.
• EPS of $9.27 (+20.55% YoY) beats by $1.00.
• Financials · As Reported · Metrics · Press Release

Howmet Aerospace (HWM) has released its quarterly earnings.

• Revenue of $2.55B (+24.06% YoY) beats by $121.65M.
• EPS of $1.33 (+46.15% YoY) beats by $0.09.
• Financials · As Reported · Metrics · Press Release

Petrobras (PBR) has released its quarterly earnings.

• Revenue of $33.61B (+59.75% YoY) misses by $83M.
• EPS of $1.62 (+118.92% YoY) beats by $0.26.
• Financials · As Reported · Metrics · Press Release

Cloudflare (NET) has released its quarterly earnings.

• Revenue of $696.06M (+35.87% YoY) beats by $29.89M.
• EPS of $0.29 (+38.10% YoY) beats by $0.08.
• Financials · As Reported · Metrics · Press Release

Monster Beverage (MNST) has released its quarterly earnings.

• Revenue of $2.54B (+20.12% YoY) beats by $119.56M.
• EPS of $0.60 (+15.38% YoY) beats by $0.02.
• Financials · As Reported · Metrics · Press Release

Airbnb (ABNB) has released its quarterly earnings.

• Revenue of $3.61B (+16.54% YoY) beats by $34.70M.
• EPS of $1.37 (+33.01% YoY) beats by $0.13.
• Financials · As Reported · Metrics · Press Release

Datadog (DDOG) has released its quarterly earnings.

• Revenue of $1.12B (+35.59% YoY) beats by $42.47M.
• EPS of $0.65 (+41.30% YoY) beats by $0.16.
• Financials · As Reported · Metrics · Press Release

Warner Bros. Discovery (WBD) has released its quarterly earnings.

• Revenue of $8.72B (-11.16% YoY) misses by $529.11M.
• EPS of $0.06 beats by $0.15.
• Financials · As Reported · Metrics · Press Release

Republic Services (RSG) has released its quarterly earnings.

• Revenue of $4.43B (+4.60% YoY) beats by $74.20M.
• EPS of $1.85 (+4.52% YoY) beats by $0.02.
• Financials · As Reported · Metrics · Press Release

Targa Resources (TRGP) has released its quarterly earnings.

• Revenue of $4.44B (+4.23% YoY) misses by $481.98M.
• EPS of $3.54 (+23.34% YoY) beats by $0.81.
• Financials · As Reported · Metrics · Press Release

American International Group (AIG) has released its quarterly earnings.

• Revenue of $7.09B (-0.08% YoY) misses by $187.43M.
• EPS of $2.00 (+10.50% YoY) beats by $0.07.
• Financials · As Reported · Metrics · Press Release

Microchip Technology (MCHP) has released its quarterly earnings.

• Revenue of $1.49B (+38.08% YoY) beats by $28.45M.
• EPS of $0.76 (+181.48% YoY) beats by $0.08.
• Financials · As Reported · Metrics · Press Release

Rocket Companies (RKT) has released its quarterly earnings.

• Revenue of $2.76B (+105.97% YoY) misses by $107.86M.
• EPS of $0.16 (+300.00% YoY) misses by $0.01.
• Financials · As Reported · Metrics · Press Release

Kenvue (KVUE) has released its quarterly earnings.

• Revenue of $3.96B (+3.02% YoY) misses by $16.75M.
• EPS of $0.31 (+6.90% YoY) misses by $0.01.
• Financials · As Reported · Metrics · Press Release

Restaurant Brands International (QSR) has released its quarterly earnings.

• Revenue of $2.52B (+4.56% YoY) beats by $3.96M.
• EPS of $1.07 (+13.83% YoY) beats by $0.03.
• Financials · As Reported · Metrics · Press Release

Fiserv (FISV) has released its quarterly earnings.

• Revenue of $5.29B (-4.06% YoY) beats by $232M.
• EPS of $1.84 (-25.51% YoY) misses by $0.07.
• Financials · As Reported · Metrics · Press Release

Fox Corporation (FOXA) has released its quarterly earnings.

• Revenue of $4.21B (+28.14% YoY) beats by $635.63M.
• EPS of $1.79 (+40.94% YoY) beats by $0.45.
• Financials · As Reported · Metrics · Press Release

US Foods Holding (USFD) has released its quarterly earnings.

• Revenue of $10.53B (+4.46% YoY) beats by $77.31M.
• EPS of $1.44 (+21.01% YoY) beats by $0.09.
• Financials · As Reported · Metrics · Press Release

Roku, Inc. (ROKU) has released its quarterly earnings.

• Revenue of $1.35B (+21.93% YoY) beats by $56.64M.
• EPS of $1.08 (+1,442.86% YoY) beats by $0.51.
• Financials · As Reported · Metrics · Press Release

Take-Two Interactive Software (TTWO) has released its quarterly earnings.

• Revenue of $1.39B (-2.61% YoY) beats by $27.71M.
• EPS of $0.35 (-42.62% YoY) beats by $0.51.
• Financials · As Reported · Metrics · Press Release

Telecom Argentina (TEO) will report today after close.

• Analysts estimate revenue of $1.82B (+9.31% YoY).
• EPS is estimated to be $0.35 (n/a YoY).
• Financials · As Reported · Metrics

AECOM (ACM) will report Monday after market close.

• Analysts estimate revenue of $3.93B (-5.96% YoY).
• EPS is estimated to be $1.51 (+12.69% YoY).
• Financials · As Reported · Metrics

Simon Property Group (SPG) will report Monday after market close.

• Analysts estimate revenue of $1.61B (+7.54% YoY).
• EPS is estimated to be $3.18 (+0.95% YoY).
• Financials · As Reported · Metrics

Barrick Mining (B) will report Monday before market open.

• Analysts estimate revenue of $4.99B (+35.61% YoY).
• EPS is estimated to be $0.86 (+82.98% YoY).
• Financials · As Reported · Metrics

Ferguson Enterprises (FERG) will report Monday before market open.

• Analysts estimate revenue of $8.61B (+13.01% YoY).
• EPS is estimated to be $3.28 (+31.20% 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

Lumentum Holdings (LITE) will report Tuesday.

• Analysts estimate revenue of $987.24M (+105.38% YoY).
• EPS is estimated to be $2.89 (+228.41% YoY).
• Financials · As Reported · Metrics

Cardinal Health (CAH) will report Tuesday.

• Analysts estimate revenue of $65.23B (+8.44% YoY).
• EPS is estimated to be $2.41 (+15.87% YoY).
• Financials · As Reported · Metrics

Coherent (COHR) will report Wednesday.

• Analysts estimate revenue of $1.98B (+29.55% YoY).
• EPS is estimated to be $1.58 (+58.00% YoY).
• Financials · As Reported · Metrics

Nebius Group (NBIS) will report Wednesday.

• Analysts estimate revenue of $576.67M (+448.69% YoY).
• EPS is estimated to be -$0.73.
• Financials · As Reported · Metrics

Cerebras Systems (CBRS) will report Wednesday.

• Analysts estimate revenue of $193.68M (n/a YoY).
• EPS is estimated to be -$0.19.
• Financials · As Reported · Metrics

Nu Holdings (NU) will report Thursday.

• Analysts estimate revenue of $5.39B (+46.89% YoY).
• EPS is estimated to be $0.20 (+53.85% YoY).
• Financials · As Reported · Metrics

• Confirmed today: BlossomHill Therapeutics, Inc. (BLSM), a biotech firm developing small-molecule cancer therapies.
• Confirmed today: Latigo Biotherapeutics, Inc. (LTGO), a biopharmaceutical company developing non-opioid pain medicines.