North American Morning Briefing: Stock Futures Up, Oil Slumps After Trump Calls Off Iran Attack -2-

Sherritt International Responds to Kyma Capital Requisition on Board; Bd of Directors of the Corp Determined That the Requisition Is Rendered Ineffective Under the Canada Business Corporations Act; Already Announced Annual Meeting to Be Held on Dec 15, Published a Record Date of Oct 30, Given Written Notice to Toronto Stk Exchange in Accordance With; Has Advised Kyma That It Will Convert the Previously Announced Annual Meeting Into a Combined Annual and Requisitioned Special Meeting; Will Include All of the Proposals Set out in the Requisition as Business to Be Considered at the Meeting

Sun Life Appoints Katherine Lee to Board of Directors

TWC Enterprises 2Q Net Income CAD 19.4M; 2Q Operating Income CAD 13M; 2Q Revenue CAD 57.1M; Reports 2Q Revenue of CAD 57.1 Million

Expected Major Events for Monday

00:30/JPN: Jul Japan Manufacturing PMI

05:00/JPN: Jul Auto sales

06:00/GER: Jun Retail Trade

06:00/RUS: Jul Russian Manufacturing PMI

07:45/ITA: Jul Italy Manufacturing PMI

07:50/FRA: Jul France Manufacturing PMI

07:55/GER: Jul Germany Manufacturing PMI

08:30/UK: Jul S&P Global UK Manufacturing PMI

13:45/US: Jul US Manufacturing PMI

14:00/US: Jul ISM Report On Business Manufacturing PMI

14:00/US: Jun Construction Spending - Construction Put in Place

15:00/US: Jul Global Manufacturing PMI

20:00/US: Jul Domestic Auto Industry Sales

23:50/JPN: Jul Monetary Base

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

Expected Earnings for Monday

Alexander's Inc (ALX) is expected to report for 2Q.

Alexandria Real Estate Equities Inc (ARE) is expected to report $0.08 for 2Q.

Allison Transmission Holdings Inc (ALSN) is expected to report $2.48 for 2Q.

American Bitcoin Corp (ABTC) is expected to report for 2Q.

AquaBounty Technologies Inc (AQB) is expected to report for 2Q.

Avista Corp (AVA) is expected to report $0.23 for 2Q.

BCB Bancorp Inc (BCBP) is expected to report $0.25 for 2Q.

Boundless Bio Inc (BOLD) is expected to report for 2Q.

CNA Financial Corp (CNA) is expected to report $1.05 for 2Q.

Cardiff Oncology Inc (CRDF) is expected to report $-0.17 for 2Q.

Centerspace (CSR) is expected to report $-0.19 for 2Q.

Clorox Co (CLX) is expected to report $1.49 for 4Q.

Cohen & Co Inc (COHN) is expected to report $0.35 for 2Q.

Custom Truck One Source Inc (CTOS) is expected to report $0.01 for 2Q.

Douglas Dynamics Inc (PLOW) is expected to report $0.95 for 2Q.

Easterly Government Properties Inc (DEA) is expected to report for 2Q.

Foghorn Therapeutics Inc (FHTX) is expected to report $-0.17 for 2Q.

GeneDx Holdings Corp (WGS) is expected to report $-0.72 for 2Q.

HealthStream Inc (HSTM) is expected to report $0.17 for 2Q.

Hess Midstream LP (HESM) is expected to report $0.67 for 2Q.

Independence Realty Trust (IRT) is expected to report $0.03 for 2Q.

InvenTrust Properties Corp (IVT) is expected to report $-0.08 for 2Q.

Krystal Biotech Inc (KRYS) is expected to report $1.62 for 2Q.

Lindblad Expeditions Holdings Inc (LIND) is expected to report $0.23 for 2Q.

Loews Corp (L) is expected to report $0.72 for 2Q.

Lyra Therapeutics Inc (LYRA) is expected to report for 1Q.

Marriott International Inc (MAR) is expected to report $2.91 for 2Q.

ON Semiconductor Corp (ON) is expected to report $0.66 for 2Q.

Peak Discovery Capital Ltd (PEC.H.V) is expected to report for 4Q.

SBA Communications Corp (SBAC) is expected to report $1.85 for 2Q.

Sally Beauty Holdings Inc (SBH) is expected to report $0.53 for 3Q.

Seaboard Corp (SEB) is expected to report for 2Q.

TG Therapeutics Inc (TGTX) is expected to report $0.31 for 2Q.

Tetra Technologies Inc (TTI) is expected to report $0.08 for 2Q.

Twist Bioscience Corp (TWST) is expected to report $-0.51 for 3Q.

Tyson Foods Inc - A Share (TSN) is expected to report $0.98 for 3Q.

UFP Technologies Inc (UFPT) is expected to report $2.31 for 2Q.

Ultra Clean Holdings Inc (UCTT) is expected to report $0.27 for 2Q.

Ur-Energy Inc (URE.T,URG) is expected to report for 2Q.

Whirlpool Corp (WHR) is expected to report $-0.02 for 2Q.

Powered by Onclusive and Dow Jones.

ANALYST RATINGS ACTIONS

AXT Raised to Buy From Hold by Needham

Baxter International Raised to Neutral From Sell by Citigroup

Blackstone Mortgage Trust Cut to Market Perform From Outperform by Keefe, Bruyette & Woods

Boston Scientific Cut to Hold From Buy by Argus Research

Capricor Therapeutics Cut to Hold From Buy by Jones Trading

Circle Internet Group Raised to Neutral From Underperform by Mizuho

Edison International Cut to Equal-Weight From Overweight by Barclays

Essex Property Raised to Market Outperform From Market Perform by Citizens

GoDaddy Cut to Market Perform From Outperform by William Blair

Group 1 Auto Cut to Neutral From Overweight by JP Morgan

Hexcel Cut to Peer Perform From Outperform by Wolfe Research

International Paper Raised to Buy From Hold by Deutsche Bank

Karyopharm Therapeutics Cut to Neutral From Buy by HC Wainwright & Co.

Marcus Corp Cut to Neutral From Buy by B. Riley Securities

MarketAxess Cut to Neutral From Buy by UBS

Patterson-UTI Raised to Neutral From Underweight by JP Morgan

Pebblebrook Hotel Trust Raised to Neutral From Sell by Compass Point

Plexus Raised to Buy From Neutral by Sidoti & Co.

Replimune Group Raised to Overweight From Neutral by Cantor Fitzgerald

Roblox Cut to Hold From Buy by Deutsche Bank

Roblox Cut to Neutral From Outperform by Macquarie

Roblox Cut to Neutral From Outperform by Wedbush

Roblox Cut to Sell From Hold by Benchmark

Roblox Cut to Sell From Neutral by BTIG

Upbound Group Cut to Neutral From Buy by BTIG

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

(END) Dow Jones Newswires

August 03, 2026 06:13 ET (10:13 GMT)

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