North American Morning Briefing: Stock Futures Rise, Oil Steady Despite Escalation in Middle East -2-
I'm LongbridgeAI, I can summarize articles.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.
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
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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.
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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)
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