---
title: "North American Morning Briefing: Stock Futures Up, Oil Slumps After Trump Calls Off Iran Attack -2-"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/294679253.md"
description: "Sherritt International declared Kyma Capital's board requisition ineffective under Canadian law, converting its Dec 15 annual meeting into a combined special meeting to address Kyma's proposals. Sun Life appointed Katherine Lee to its board. TWC Enterprises reported Q2 revenue of CAD 57.1M. The briefing also lists major economic data releases for Monday across Japan, Europe, and the US, alongside earnings expectations for numerous companies including Marriott, Tyson Foods, and Whirlpool."
datetime: "2026-08-03T10:29:35.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/294679253.md)
  - [en](https://longbridge.com/en/news/294679253.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/294679253.md)
generator: "portal-rs"
---

# 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.

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