North American Morning Briefing: Stock Futures Rise as Tech Rally Rages On -2-

Suncor Energy 2Q

Economic Indicators (ET):

0830 Jun International merchandise trade

0930 Jul Canada Manufacturing PMI

Stocks to Watch:

Capstone Copper Price Target Cut 2.8% to A$17.50/Share by UBS

International Petroleum Corp. 2Q Revenue $185.7M;2Q Free Cash Flow $3.9M;2Q Gross Profit $38.1M;2Q Net Income $9.92M;2Q EBITDA $63.9M;Reports 2Q Revenue of $185.7 Million

Trilogy Metals Provides Update on Strategic Equity Investment by the Pentagon;Discussions With Pentagon Continue;October 2025 Letter of Intent Remains in Effect

Expected Major Events for Tuesday

08:00/ITA: Jun Retail Sales

10:00/FRA: Jun OECD CPI

12:30/CAN: Jun International merchandise trade

12:30/US: Jun U.S. International Trade in Goods & Services

12:55/US: 08/01 Johnson Redbook Retail Sales Index

13:30/CAN: Jul Canada Manufacturing PMI

14:00/US: Jun Job Openings & Labor Turnover Survey

14:00/US: Jun Manufacturers' Shipments, Inventories & Orders (M3)

14:00/US: Aug RCM/TIPP Economic Optimism Index

20:30/US: API Weekly Statistical Bulletin

23:30/JPN: Jun Provisional Labour Survey - Earnings, Employment & Hours Worked

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Expected Earnings for Tuesday

Albany International Corp - Class A (AIN) is expected to report $0.70 for 2Q.

Ametek Inc (AME) is expected to report $1.76 for 2Q.

Aptiv PLC (APTV) is expected to report for 2Q.

Archer Daniels Midland Co (ADM) is expected to report $1.26 for 2Q.

Ball Corp (BALL) is expected to report $0.95 for 2Q.

BellRing Brands Inc (BRBR) is expected to report $0.37 for 3Q.

Bruker Corp (BRKR) is expected to report $0.14 for 2Q.

DuPont de Nemours Inc (DD) is expected to report for 2Q.

Energizer Holdings Inc (ENR) is expected to report $0.80 for 3Q.

Energous Corp (WATT) is expected to report for 2Q.

Entegris Inc (ENTG) is expected to report $0.57 for 2Q.

Exagen Inc (XGN) is expected to report $-0.19 for 2Q.

Gartner Inc (IT) is expected to report $3.56 for 2Q.

Graphic Packaging Holding Co (GPK) is expected to report $0.09 for 2Q.

Haverty Furniture Cos Inc (HVT,HVTA) is expected to report $0.21 for 2Q.

IDEXX Laboratories Inc (IDXX) is expected to report $3.94 for 2Q.

IPG Photonics Corp (IPGP) is expected to report $0.37 for 2Q.

Ingredion Inc (INGR) is expected to report $2.49 for 2Q.

International Petroleum Corp (IPCO.T) is expected to report $0.60 for 2Q.

Kimberly-Clark Corp (KMB) is expected to report $1.64 for 2Q.

Kimco Realty Corp (KIM) is expected to report $0.20 for 2Q.

LGI Homes Inc (LGIH) is expected to report $0.89 for 2Q.

Leidos Holdings Inc (LDOS) is expected to report $2.65 for 2Q.

Merck & Co Inc (MRK) is expected to report $-0.37 for 2Q.

Millrose Properties Inc (MRP) is expected to report for 2Q.

NexPoint Residential Trust Inc (NXRT) is expected to report $-0.38 for 2Q.

Pfizer Inc (PFE) is expected to report $0.49 for 2Q.

Public Service Enterprise Group Inc (PEG) is expected to report $0.79 for 2Q.

Reservoir Media Inc (RSVR) is expected to report $-0.01 for 1Q.

Revvity Inc (RVTY) is expected to report $0.61 for 2Q.

Silicon Laboratories Inc (SLAB) is expected to report $-0.25 for 2Q.

Sysco Corp (SYY) is expected to report $1.51 for 4Q.

Thryv Holdings Inc (THRY) is expected to report $-0.10 for 2Q.

Timken Co (TKR) is expected to report $1.43 for 2Q.

Trex Co Inc (TREX) is expected to report $0.63 for 2Q.

UL Solutions Inc (ULS) is expected to report for 2Q.

WW Grainger Inc (GWW) is expected to report $11.28 for 2Q.

Waters Corp (WAT) is expected to report $2.62 for 2Q.

Wayfair Inc (W) is expected to report $0.28 for 2Q.

Zebra Technologies Corp - Class A (ZBRA) is expected to report $3.05 for 2Q.

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ANALYST RATINGS ACTIONS

Alignment Healthcare Cut to Outperform From Strong Buy by Raymond James

Alnylam Pharmaceuticals Raised to Strong Buy From Outperform by Raymond James

Boeing Raised to Outperform From Underperform by BNP Paribas

Cigna Group Cut to Outperform From Strong Buy by Raymond James

Corning Raised to Buy From Hold by Truist Securities

Coursera Raised to Neutral From Sell by Goldman Sachs

eBay Cut to Underweight From Equal-Weight by Wells Fargo

Fair Isaac Cut to Peer Perform From Outperform by Wolfe Research

First Interstate Cut to Underweight From Equal-Weight by Barclays

Integer Holdings Cut to Sector Weight From Overweight by Keybanc

Intuit Cut to Hold From Buy by Truist Securities

Lantheus Holdings Cut to Hold From Buy by TD Cowen

Lantheus Holdings Cut to Market Perform From Outperform by William Blair

Laureate Education Cut to Neutral From Overweight by JP Morgan

Proto Labs Raised to Buy From Hold by Needham

RBC Bearings Raised to Outperform From Market Perform by Raymond James

Solaris Energy Infra Raised to Overweight From Equal-Weight by Wells Fargo

Texas Capital Bancshares Raised to Equal-Weight From Underweight by Barclays

Wingstop Cut to Market Perform From Outperform by Bernstein

This article is a text version of a Wall Street Journal newsletter published earlier today.

(END) Dow Jones Newswires

August 04, 2026 06:01 ET (10:01 GMT)