--- title: "North American Morning Briefing: Oil Jumps After Trump Says Ceasefire With Iran Is Over For Him -2-" type: "News" locale: "en" url: "https://longbridge.com/en/news/292052932.md" description: "This morning briefing highlights earnings expectations for companies including Costco, Levi Strauss, and PriceSmart. It also details significant analyst rating changes: Allegiant Travel and Meta Platforms were raised to Buy, while American Airlines and Broadcom were cut to Hold. Other notable adjustments include upgrades for First Solar and Regeneron Pharma, and downgrades for Crinetics Pharmaceuticals and Ferguson Enterprises." datetime: "2026-07-08T10:27:52.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/292052932.md) - [en](https://longbridge.com/en/news/292052932.md) - [zh-HK](https://longbridge.com/zh-HK/news/292052932.md) --- # North American Morning Briefing: Oil Jumps After Trump Says Ceasefire With Iran Is Over For Him -2- Costco Wholesale Corp (COST) is expected to report. Firan Technology Group Corp (FTG.T) is expected to report for 2Q. Goodfellow Inc (GDL.T) is expected to report for 2Q. Levi Strauss & Co (LEVI) is expected to report $0.25 for 2Q. PriceSmart Inc (PSMT) is expected to report $1.34 for 3Q. Pure Cycle Corp (PCYO) is expected to report for 3Q. Richtech Robotics Inc (RR) is expected to report $-0.06 for 2Q. Strata Skin Sciences Inc (SSKN) is expected to report for 1Q. VivoSim Labs Inc (VIVS) is expected to report for 4Q. Powered by Onclusive and Dow Jones. ANALYST RATINGS ACTIONS Allegiant Travel Raised to Buy From Hold by Melius Research American Airlines Group Cut to Hold From Buy by Melius Research Bread Financial Raised to Equal-Weight From Underweight by Barclays Broadcom Cut to Hold From Buy by Erste Group Century Communities Cut to Underperform From Neutral by Zelman & Assoc Cloudflare Raised to Sector Outperform From Sector Perform by Scotiabank Crinetics Pharmaceuticals Cut to Hold From Buy by Jefferies Crinetics Pharmaceuticals Cut to Hold From Buy by Jones Trading Crinetics Pharmaceuticals Cut to Neutral From Buy by HC Wainwright & Co. Crinetics Pharmaceuticals Cut to Neutral From Overweight by Cantor Fitzgerald Crinetics Pharmaceuticals Cut to Perform From Outperform by Oppenheimer DR Horton Raised to Outperform From Neutral by Zelman & Assoc Ferguson Enterprises Cut to Neutral From Buy by Goldman Sachs First Solar Raised to Buy From Hold by Deutsche Bank M/I Homes Cut to Neutral From Outperform by Zelman & Assoc Medpace Holdings Cut to Hold From Buy by Jefferies Meritage Cut to Neutral From Outperform by Zelman & Assoc Meta Platforms Raised to Buy From Hold by Erste Group MGM Resorts Raised to Equal-Weight From Underweight by Wells Fargo NVR Inc Raised to Buy From Hold by Zelman & Assoc PennyMac Fincl Services Cut to Equal-Weight From Overweight by Barclays Regeneron Pharma Raised to Buy From Hold by Benchmark Repligen Raised to Buy From Hold by Benchmark Sallie Mae Cut to Equal-Weight From Overweight by Barclays Truist Financial Cut to Neutral From Buy by UBS Waste Management Raised to Outperformer From Neutral by CIBC This article is a text version of a Wall Street Journal newsletter published earlier today. (END) Dow Jones Newswires July 08, 2026 06:16 ET (10:16 GMT) Copyright (c) 2026 Dow Jones & Company, Inc. ### Related Stocks - [AAL.US](https://longbridge.com/en/quote/AAL.US.md) - [CRNX.US](https://longbridge.com/en/quote/CRNX.US.md) - [ALGT.US](https://longbridge.com/en/quote/ALGT.US.md) - [REGN.US](https://longbridge.com/en/quote/REGN.US.md) - [LEVI.US](https://longbridge.com/en/quote/LEVI.US.md) - [PSMT.US](https://longbridge.com/en/quote/PSMT.US.md) - [AVGO.US](https://longbridge.com/en/quote/AVGO.US.md) - [COST.US](https://longbridge.com/en/quote/COST.US.md) - [META.US](https://longbridge.com/en/quote/META.US.md) - [FERG.US](https://longbridge.com/en/quote/FERG.US.md) - [FSLR.US](https://longbridge.com/en/quote/FSLR.US.md) - [COTG.US](https://longbridge.com/en/quote/COTG.US.md) - [AVGX.US](https://longbridge.com/en/quote/AVGX.US.md) - [SCO.US](https://longbridge.com/en/quote/SCO.US.md) - [METD.US](https://longbridge.com/en/quote/METD.US.md) - [METU.US](https://longbridge.com/en/quote/METU.US.md) - [USO.US](https://longbridge.com/en/quote/USO.US.md) - [AVS.US](https://longbridge.com/en/quote/AVS.US.md) - [FBL.US](https://longbridge.com/en/quote/FBL.US.md) - [AVL.US](https://longbridge.com/en/quote/AVL.US.md) - [BNO.US](https://longbridge.com/en/quote/BNO.US.md) - [AVGG.US](https://longbridge.com/en/quote/AVGG.US.md) - [METW.US](https://longbridge.com/en/quote/METW.US.md) - [AVGU.US](https://longbridge.com/en/quote/AVGU.US.md) - [USOI.US](https://longbridge.com/en/quote/USOI.US.md) - [COSW.US](https://longbridge.com/en/quote/COSW.US.md) - [IEO.US](https://longbridge.com/en/quote/IEO.US.md) - [AALG.US](https://longbridge.com/en/quote/AALG.US.md) - [FBY.US](https://longbridge.com/en/quote/FBY.US.md) - [FBYY.US](https://longbridge.com/en/quote/FBYY.US.md) - [MAGX.US](https://longbridge.com/en/quote/MAGX.US.md) - [UCO.US](https://longbridge.com/en/quote/UCO.US.md) - [XLE.US](https://longbridge.com/en/quote/XLE.US.md) - [VDE.US](https://longbridge.com/en/quote/VDE.US.md) - [IXC.US](https://longbridge.com/en/quote/IXC.US.md) - [XOP.US](https://longbridge.com/en/quote/XOP.US.md) - [AVGW.US](https://longbridge.com/en/quote/AVGW.US.md) - [IEZ.US](https://longbridge.com/en/quote/IEZ.US.md) - [OIH.US](https://longbridge.com/en/quote/OIH.US.md) - [XES.US](https://longbridge.com/en/quote/XES.US.md) - [PXJ.US](https://longbridge.com/en/quote/PXJ.US.md) - [CRAK.US](https://longbridge.com/en/quote/CRAK.US.md) - [ERX.US](https://longbridge.com/en/quote/ERX.US.md) - [ERY.US](https://longbridge.com/en/quote/ERY.US.md) - [DUG.US](https://longbridge.com/en/quote/DUG.US.md) - [MLPA.US](https://longbridge.com/en/quote/MLPA.US.md) - [PCYO.US](https://longbridge.com/en/quote/PCYO.US.md) - [RR.US](https://longbridge.com/en/quote/RR.US.md) - [SSKN.US](https://longbridge.com/en/quote/SSKN.US.md) - [VIVS.US](https://longbridge.com/en/quote/VIVS.US.md) - [BFH.US](https://longbridge.com/en/quote/BFH.US.md) - [CCS.US](https://longbridge.com/en/quote/CCS.US.md) - [NET.US](https://longbridge.com/en/quote/NET.US.md) - [DHI.US](https://longbridge.com/en/quote/DHI.US.md) - [FERG.UK](https://longbridge.com/en/quote/FERG.UK.md) - [MHO.US](https://longbridge.com/en/quote/MHO.US.md) - [MEDP.US](https://longbridge.com/en/quote/MEDP.US.md) - [MTH.US](https://longbridge.com/en/quote/MTH.US.md) - [MGM.US](https://longbridge.com/en/quote/MGM.US.md) - [NVR.US](https://longbridge.com/en/quote/NVR.US.md) - [PFSI.US](https://longbridge.com/en/quote/PFSI.US.md) - [RGEN.US](https://longbridge.com/en/quote/RGEN.US.md) - [SLM.US](https://longbridge.com/en/quote/SLM.US.md) - [TFC.US](https://longbridge.com/en/quote/TFC.US.md) - [WM.US](https://longbridge.com/en/quote/WM.US.md) - [BFH-A.US](https://longbridge.com/en/quote/BFH-A.US.md) - [SLMBP.US](https://longbridge.com/en/quote/SLMBP.US.md) ## Related News & Research - [Meta's future AI data center lease obligations swell to over a quarter trillion dollars](https://longbridge.com/en/news/294389887.md) - [Meta Q2 earnings miss. 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