Ferguson Enterprises Inc（FERG）のニュースとイベントFERGFerguson Enterprises Inc

Ferguson Raises FY26 CapEx Outlook to $375M-$425M

Ferguson raises FY26 CapEx view to $375M-$425M from $350M-$400M

U.S. Stocks Rise as Middle East Tensions Ease, Oil Prices Drop 5%

The major averages began the week and the month with a winning session as easing tensions in the Middle East sent oil prices sharply lower. Oil prices dropped about 5% after President Trump said on Sunday that he canceled a planned attack on Iran, adding that negotiations between the two sides would resume Monday. The news follows U.S. media reports late last week that Trump was preparing a new wave of strikes on Iranian infrastructure.Meanwhile, earnings season remains a catalyst, with investors awaiting results from Palantir after Monday's close, followed later this week by reports from AMD, McDonald's, Pfizer, Eli Lilly, Disney and Uber. The market is also preparing for SpaceX's first earnings report since its public listing.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:AstraZenecais in talks to combine with Bristol Myersfor $400B,Sonyand Disney's"Spider-Man: Brand New Day" has reportedly generated thethis year and the second highest in Hollywood historyIntegerby KKRin a $5.7B transactionCuriumLantheusfor up to $114.50 per shareAmazonhit a new all-time high to start the week, with its2. WALL STREET CALLS:Circle Internetto Underweight at Morgan StanleyMeliusStarbucksto Hold following last week's earnings reportBest Buywith an Underperform at BofATruistCorningto Buy on recent share pullbackeBayto Underweight at Wells Fargo3. AROUND THE WEB:N-ableis urging customers to immediately patch an actively exploited N-central authentication bypass vulnerability, BleepingComputer reportsMicrosoftis raising prices of Xbox Series X/S consoles in the U.K. and Europe, Verge reportsChina's Alibabaon Monday unveiled its largest and most capable AI model to date, sending its shares surging, while a research firm said DeepSeek's latest product offers cut-throat pricing that is more than 100 times cheaper than Anthropic's Claude Fable 5, Reuters reportsAppleis facing an unusual MacBook Air supply shortage due to industrywide memory constraints, leading to longer delivery times, selective price increases, and efforts to secure additional memory supply while prioritizing other Mac models, Bloomberg saysChevronand Exxon Mobilhave warned high fuel prices will likely remain even as oil prices drop, since the wars in Russia and the Middle East have left global refining capacity short, Bloomberg reports4. MOVERS:Atkoreincreased afterand announcing it will be acquired by Prysmian for $95 per share in cashFergusonwas higher after beingElectronic Artsin the S&P 500 at open on August 5CNH Industrialgained in New York afterand providing guidance for FY26Sportsradarfell in New York afterand cutting its guidance for FY26GameStopwas lower after exchanging $1.4B of5. EARNINGS/GUIDANCE:Sally Beautyand narrowed its guidance for FY26Indiviorand raised its outlook for FY26 along with announcing its merger agreement with Supernus PharmaceuticalsMarriott, provided guidance for Q3, and raising its outlook for FY26Trane, with CEO Dave Regnery calling it "another outstanding quarter"Loews, with EPS and revenue higher year-over-yearINDEXES:The Dow rose 693.38, or 1.32%, to 53,178.41, the Nasdaq gained 540.04, or 2.13%, to 25,913.90, and the S&P 500 advanced 110.78, or 1.48%, to 7,600.50.