---
title: "North American Morning Briefing: Stock Futures Rise, Oil Steady Despite Escalation in Middle East -2-"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/292184210.md"
description: "North American stock futures rose while oil remained steady despite Middle East tensions. Key corporate news includes North Amer Construction Group securing a five-year contract in Canada and Vermilion Energy receiving TSX approval for its issuer bid renewal. The briefing lists expected economic data releases, earnings reports for companies like PepsiCo and Aritzia, and analyst rating changes from firms such as Morgan Stanley, Goldman Sachs, and UBS."
datetime: "2026-07-09T10:26:59.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/292184210.md)
  - [en](https://longbridge.com/en/news/292184210.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/292184210.md)
generator: "portal-rs"
---

# North American Morning Briefing: Stock Futures Rise, Oil Steady Despite Escalation in Middle East -2-

North Amer Construction Group Awarded Five-Yr Heavy Equipment Services Contract in the Canadian Oil Sands Region

Vermilion Energy Inc. Announces TSX Approval for Renewal of Normal Course Issuer Bid and Confirms Q2 2026 Release Date and Conference Call Details 

Expected Major Events for Thursday 

06:00/GER: May Foreign Trade 

06:00/JPN: Jun Preliminary Machine Tool Orders 

12:30/US: 07/04 Unemployment Insurance Weekly Claims Report - Initial Claims 

12:30/US: U.S. Weekly Export Sales 

13:00/RUS: Weekly International Reserves 

14:00/US: Jun Existing Home Sales 

14:30/US: 07/03 EIA Weekly Natural Gas Storage Report 

16:00/US: Jun Monthly U.S. Retail Chain Store Sales Index 

20:30/US: Federal Discount Window Borrowings 

20:30/US: Foreign Central Bank Holdings 

23:01/UK: Jun BRC-Sensormatic IQ Footfall Monitor 

23:50/JPN: Jun Corporate Goods Price Index 

All times in GMT. Powered by Onclusive and Dow Jones. 

Expected Earnings for Thursday 

Aritzia Inc (ATZ.T) is expected to report $0.79 for 1Q. 

Bank of South Carolina Corp (BKSC) is expected to report for 2Q. 

Byrna Technologies Inc (BYRN,BYRN-L) is expected to report $-0.12 for 2Q. 

Educational Development Corp (EDUC) is expected to report for 1Q. 

Frequency Electronics Inc (FEIM) is expected to report $0.24 for 4Q. 

Hingham Institution for Savings (HIFS) is expected to report for 2Q. 

Northern Technologies International Corp (NTIC) is expected to report $0.03 for 3Q. 

PepsiCo Inc (PEP) is expected to report $2.16 for 2Q. 

Platinum Group Metals Ltd (PLG,PTM.T) is expected to report for 3Q. 

Postmedia Network Canada (PNC.A.T,PNC.B.T) is expected to report for 3Q. 

Richelieu Hardware Ltd (RCH.T) is expected to report $0.47 for 2Q. 

Simply Good Foods (SMPL) is expected to report $0.31 for 3Q. 

Velan Inc (VLN.T,VLNSF) is expected to report for 1Q. 

WD-40 Co (WDFC) is expected to report $1.58 for 3Q. 

Powered by Onclusive and Dow Jones. 

ANALYST RATINGS ACTIONS 

Alcoa Cut to Equal-Weight From Overweight by Morgan Stanley 

Bath & Body Works Cut to Sell From Neutral by Goldman Sachs 

Cincinnati Fincl Cut to Market Perform From Outperform by Keefe, Bruyette & Woods 

Community Health Sys Cut to Underweight From Equal-Weight by Barclays 

Crinetics Pharmaceuticals Cut to Hold From Buy by TD Cowen 

Crinetics Pharmaceuticals Cut to In-Line From Outperform by Evercore ISI Group 

Dollar Tree Raised to Neutral From Sell by Goldman Sachs 

Dollar Tree Raised to Outperform From Market Perform by Raymond James 

Hanover Insurance Cut to Market Perform From Outperform by Keefe, Bruyette & Woods 

HCA Healthcare Cut to Equal-Weight From Overweight by Barclays 

Lemonade Cut to Equal-Weight From Overweight by Morgan Stanley 

Medpace Holdings Cut to Neutral From Outperform by Baird 

Moelis & Co. Cut to Sell From Neutral by UBS 

Neptune Insurance Hldgs Cut to Market Perform From Outperform by Keefe, Bruyette & Woods 

Occidental Petroleum Raised to Outperform From Underperform by Evercore ISI Group 

Old Dominion Freight Raised to Overweight From Equal-Weight by Wells Fargo 

Ollie's Bargain Outlet Cut to Neutral From Overweight by JP Morgan 

Prog Holdings Raised to Buy From Hold by Jefferies 

RH Raised to Neutral From Sell by Goldman Sachs 

Sabra Healthcare REIT Raised to Buy From Hold by Truist Securities 

SpaceX Started at Buy by UBS 

Trade Desk Raised to Hold From Reduce by HSBC 

Travelers Cut to Market Perform From Outperform by Keefe, Bruyette & Woods 

Truist Financial Cut to Neutral From Buy by B of A Securities 

Tvardi Therapeutics Raised to Outperform From Market Perform by Raymond James 

UDR Inc Cut to Hold From Buy by Truist Securities 

Universal Health Cut to Equal-Weight From Overweight by Barclays 

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

(END) Dow Jones Newswires

July 09, 2026 06:10 ET (10:10 GMT)

Copyright (c) 2026 Dow Jones & Company, Inc.

### Related Stocks

- [NOA.US](https://longbridge.com/en/quote/NOA.US.md)
- [VET.US](https://longbridge.com/en/quote/VET.US.md)
- [PEP.US](https://longbridge.com/en/quote/PEP.US.md)
- [UCO.US](https://longbridge.com/en/quote/UCO.US.md)
- [SCO.US](https://longbridge.com/en/quote/SCO.US.md)
- [USOI.US](https://longbridge.com/en/quote/USOI.US.md)

## Related News & Research

- [Global Retirement Partners LLC Makes New $4.21 Million Investment in PepsiCo, Inc. $PEP](https://longbridge.com/en/news/296751786.md)
- [Russell Investments Group Ltd. Has $258.48 Million Stock Position in PepsiCo, Inc. $PEP](https://longbridge.com/en/news/296697078.md)
- [Mitsubishi UFJ Trust & Banking Corp Acquires 76,836 Shares of PepsiCo, Inc. $PEP](https://longbridge.com/en/news/296697080.md)
- [US consumer confidence falls to lowest level in 7 months with gas stuck above $4](https://longbridge.com/en/news/296983381.md)
- [Self-driving truck startup Gatik raises $200M following PepsiCo deal](https://longbridge.com/en/news/296928425.md)

---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**