• OpenAI secures Ohio data center: OpenAI signed a 20-year lease for a 10-gigawatt Ohio data center with SoftBank-backed (TYO:9984) SB Energy. Nvidia (NVDA) is backing part of the project, investing $1.5B in SB Energy and supplying chips. Source: WSJ.
• Paramount seeks $1.88B bond: Paramount (PSKY) asked a federal judge to require 12 states and the Writers Guild of America to post a $1.88B bond while challenging its Warner Bros. Discovery (WBD) acquisition, citing mounting delay costs. Source: NY Times.
• Tesla prepares Cybercab rollout: Tesla (TSLA) is preparing to launch Cybercab rides in Austin as soon as August, initially for employees before adding the autonomous vehicles to its robotaxi service. Source: Reuters.
• Apple to make changes in Germany: Apple (AAPL) has four months to revise its data consent prompts in Germany after regulators found their design favored Apple apps over third-party apps. Source: The Verge.
• Alibaba sells gaming unit, launches merchant platform: Alibaba (BABA) will sell Lingxi Games to Trustar Capital in a deal valuing the videogame business at more than $1.5B. Also in the news, Alipay launched an AI-powered merchant platform. Sources: WSJ / Bloomberg.
• Raytheon wins $22.9B Tomahawk deal: The Pentagon awarded RTX Corporation (RTX) subsidiary Raytheon a 7-year, $22.9B contract to boost annual Tomahawk missile production. Source: The Defense Post.
• Costco enters Medicare market: Costco (COST) is planning a limited rollout of Costco-branded Medicare plans with nonprofit insurer SCAN Group, expanding into a $600B+ market while adding value to its membership ecosystem. Source: WSJ.
• Anthropic revenue run rate tops $65B: Anthropic’s annualized revenue run rate reached $65B in July, up more than sevenfold from late 2025, strengthening its case for a potential IPO soon. Source: Bloomberg.
• L3Harris ousts CEO over conduct: L3Harris Technologies (LHX) replaced CEO Christopher Kubasik after finding he violated its code of conduct, naming Sam Mehta as chief. The company affirmed its 2026 outlook, though shares fell 4.6%. Source: WSJ.
• NexGen seeks $1B for Rook I: NexGen Energy (NXE) is in talks with BHP Group (BHP) as it seeks $1B within nine months to fund its Rook I uranium project in Saskatchewan, with financing options including debt, prepayments, and project equity. Source: Reuters.
• Reddit tests AI video posts: Reddit (RDDT) is testing AI-generated audio and video versions of text posts and comments, expanding content formats as it seeks new ways to boost engagement. Source: The Verge.
• World Liberty wins bank approval: World Liberty Financial received preliminary U.S. approval to establish a national trust bank for its USD1 stablecoin, allowing it to issue the token directly while intensifying scrutiny over potential conflicts of interest. Source: CNN.

• Home Depot: Home Depot (HD) reported adjusted EPS of $4.92 on $47.86B in revenue, beating expectations, while comparable sales rose 1.7%. The retailer reaffirmed 2026 guidance despite a “frozen” housing market. Source: CNBC.
• Pony AI: Pony AI (PONY) Q2 revenue rose 69% to $36.2M as robotaxi sales jumped to a record $12.1M. Its net loss widened to $59.8M, while planned and potential overseas deployments topped 4,000 robotaxis. Source: Bloomberg.
• Baidu: Baidu (BIDU) reported Q2 revenue of 31.33B yuan (USD $4.65B), down 4% and below estimates, as online marketing revenue fell 19%. Core AI-powered business revenue rose 25% to 12.5B yuan (USD $1.85B). Source: Reuters.

• Global bond yields surge: Government bond yields rose to multi-decade highs as stalled U.S.-Iran talks and a prolonged Strait of Hormuz closure fueled oil and inflation fears. U.S. 30-year yields reached 5.33%, the highest since 2002. Source: CNBC.
• ECB sees inflation near 3%: ECB Chief Economist Philip Lane said euro-zone inflation will likely hover near 3% for the rest of 2026 as the Iran war keeps energy costs elevated. Markets expect at least one more rate hike by year-end. Source: Bloomberg.
• Germany’s bond costs hit a high: Germany is selling 30-year debt at yields near the highest level since 2011 as higher defense and infrastructure spending lifts borrowing needs. The deal is expected to raise up to €3.5B. Source: Bloomberg.

• Latest news on the war in Iran: President Trump said Iran would not accept the terms needed to end the war and ruled out extending the interim deal. He also threatened military action against Oman, an ally. Meanwhile, Iran threatened a “fully offensive” military posture after the peace efforts stalled. Sources: Reuters / Reuters.
• Ukraine intensifies drone campaign: Ukraine is launching nearly 800 drones at Russia, including more than 600 toward the Moscow region, as both sides escalate long-range strikes. Source: AP.
• Canada faces U.S. tariff deadline: Canada is seeking an 11th-hour deal to avoid 50% U.S. tariffs on more than 500 goods worth about $20B annually, offering targeted concessions only if Washington also eases existing levies on steel, aluminum, and autos. Source: NY Times.
• House probes Gomez misconduct claims: The House Ethics Committee is investigating Democratic Rep. Jimmy Gomez over alleged sexual misconduct, including inappropriate contact with a staffer. Gomez said he violated no laws or House rules. Source: NPR.
• Supreme Court rejects Trump appeal: The U.S. Supreme Court again declined to review Trump’s challenge to the civil verdict finding him liable for sexually abusing and defaming E. Jean Carroll, leaving the roughly $5M judgment intact. Source: BBC.

• 8:15 AM: ADP Employment Change Weekly
• 8:30 AM: Building Permits Prelim.
• 8:30 AM: Housing Starts
• 8:30 AM: Export and Import Prices MoM & YoY
• 9:15 AM: Industrial Production MoM
• 10:00 AM: Pending Home Sales MoM & YoY
• 4:30 PM: API Crude Oil Stock Change
• Wednesday: FOMC Minutes

The Home Depot (HD) has released its quarterly earnings.

• Revenue of $47.86B (+5.71% YoY) beats by $523.29M.
• EPS of $4.92 (+5.13% YoY) beats by $0.19.
• Financials · As Reported · Metrics · Press Release

Baidu (BIDU) has released its quarterly earnings.

• Revenue of $4.62B (+1.09% YoY) misses by $33M.
• EPS of $1.06 (-44.21% YoY) misses by $0.29.
• Financials · As Reported · Metrics · Press Release

Fabrinet (FN) has released its quarterly earnings.

• Revenue of $1.32B (+44.66% YoY) beats by $39.93M.
• EPS of $4.10 (+54.72% YoY) beats by $0.31.
• Financials · As Reported · Metrics · Press Release

Amer Sports (AS) has released its quarterly earnings.

• Revenue of $1.63B (+32.12% YoY) beats by $88.64M.
• EPS of $0.22 (+266.67% YoY) beats by $0.11.
• Financials · As Reported · Metrics · Press Release

H World Group (HTHT) has released its quarterly earnings.

• Revenue of $1.05B (+17.06% YoY) beats by $67.20M.
• EPS of $0.78 (+32.20% YoY) beats by $0.08.
• Financials · As Reported · Metrics · Press Release

Pony AI (PONY) has released its quarterly earnings.

• Revenue of $36.22M (+68.47% YoY) beats by $1.04M.
• EPS of -$0.10 beats by $0.07.
• Financials · As Reported · Metrics · Press Release

Mercury Systems (MRCY) will report today after close.

• Analysts estimate revenue of $266.12M (-2.56% YoY).
• EPS is estimated to be $0.35 (-25.53% YoY).
• Financials · As Reported · Metrics

Keysight Technologies (KEYS) will report today after close.

• Analysts estimate revenue of $1.75B (+29.33% YoY).
• EPS is estimated to be $2.42 (+40.70% YoY).
• Financials · As Reported · Metrics

Target (TGT) will report tomorrow before market open.

• Analysts estimate revenue of $25.69B (+1.90% YoY).
• EPS is estimated to be $2.24 (+9.27% YoY).
• Financials · As Reported · Metrics

Viking Holdings (VIK) will report tomorrow before market open.

• Analysts estimate revenue of $2.14B (+13.69% YoY).
• EPS is estimated to be $1.24 (+25.25% YoY).
• Financials · As Reported · Metrics

ZIM Integrated Shipping Services (ZIM) will report tomorrow before market open.

• Analysts estimate revenue of $1.65B (+0.97% YoY).
• EPS is estimated to be $1.08 (+468.42% YoY).
• Financials · As Reported · Metrics

The Estée Lauder Companies (EL) will report tomorrow before market open.

• Analysts estimate revenue of $3.55B (+3.96% YoY).
• EPS is estimated to be $0.32 (+255.56% YoY).
• Financials · As Reported · Metrics

Walmart (WMT) will report Thursday.

• Analysts estimate revenue of $186.77B (+5.28% YoY).
• EPS is estimated to be $0.74 (+8.82% YoY).
• Financials · As Reported · Metrics

NetEase (NTES) will report Thursday.

• Analysts estimate revenue of $4.30B (+10.44% YoY).
• EPS is estimated to be $2.28 (+10.14% YoY).
• Financials · As Reported · Metrics

Ross Stores (ROST) will report Thursday.

• Analysts estimate revenue of $5.98B (+8.13% YoY).
• EPS is estimated to be $1.82 (+16.67% YoY).
• Financials · As Reported · Metrics

• Estimated Tuesday, Aug. 18: Advasa Holdings, Inc. (ADBT), a Japanese financial technology and services company with $21.69M in TTM revenue and -4.6% revenue growth YoY.
• Estimated Wednesday, Aug. 19: Lyntris Inc. (LYNX), a defense technology company with $450.84M in TTM revenue and 16.5% revenue growth YoY.