TJX Companies Inc（TJX）のニュースとイベントTJXTJX Companies Inc

Major Averages Quiet as Investors Digest Inflation Data

The major averages had a mostly quiet day as investors digest the latest inflation data and await Nvidia's earnings report, which is set to be released after the close.The U.S. personal consumption expenditures price index rose 0.2% month-over-month in July, above market expectations of a 0.1% increase, following a 0.1% decline in June. Core PCE inflation, which excludes food and energy, increased 0.2%, matching the previous month's gain and market expectations.The new PCE data comes amid a focus on the bond market, which is getting some relief as oil prices slip on signs of progress toward managing shipping through the Strait of Hormuz. Brent crude has fallen for a third consecutive session, helping push Treasury yields lower and easing some of the inflation concerns that had pressured stocks over the past several weeks.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:Metahas agreed toa federal social media addiction trial with state AGsIntuitreportedbut provided a worse-than-expected outlook for Q1 and FY27Kohl'sreportedand provided upbeat FY26 earnings guidancePalo Alto Networksis accelerating M&A under CEO Nikesh Arora as AI-driven threats fuel cybersecurity spending, with potential acquisitions including Datadogand Okta,Applehas sent invites to media for a2. WALL STREET CALLS:Intuitto Neutral at BofA and JPMorganTJXto Hold at JefferiesSolarEdgeto Buy at UBSTruistDick's Sporting Goodson deteriorating footwear trendsTruist alsoNikefollowing Dick's guidance cut3. AROUND THE WEB:SoftBankis talking with investment banks about a potential $10B-$20B bond offering to help refinance a loan for its investment in OpenAI, Bloomberg saysXPeng'srobotics unit, valued at over $6.3B, will begin mass producing its Iron humanoid robot this year, WSJ reportsChina's Moonshot AI is in discussions for revenue-sharing agreements with Microsoft, Amazon, and Google, which would allow the companies to host the Kimi K3 model, Reuters reportsMicrosoftemployee-reported compensation data highlights the company's intensifying AI talent competition, with pay packages reflecting efforts to retain skilled AI and cloud employees amid massive infrastructure investments, Business Insider saysCoinbaseCEO Brian Armstrong warned that tech founders are fleeing California over the state's "deeply un-American" proposed wealth tax, hinting his firm might be next to leave, NY Post reports4. MOVERS:Bath & Body Worksincreased after, providing guidance for Q3, and announcing its outlook for FY26Semtechgained afterand providing its guidance for Q3D-Wave Quantumwas higher after announcing theQfinfell in New York after Citithe stock to SellSpyre Therapeuticswas lower after announcing results from its5. EARNINGS/GUIDANCE:J.M. Smuckerprovided areport for Q1Williams-Sonomain what CEO Laura Alber called "a very strong second quarter"Abercrombie & Fitchand provided guidance for Q3Movado, with EPS and revenue higher year-over-yearLi Autoand provided guidance for Q3INDEXES:The Dow fell 113.52, or 0.21%, to 53,463.88, the Nasdaq lost 21.10, or 0.08%, to 26,130.20, and the S&P 500 declined 1.58, or 0.02%, to 7,675.70.

Major Averages Trade Tepidly as Investors Await Nvidia Earnings

The major averages were trading in a tepid fashion near noon as investors digest the latest inflation data and await Nvidia's earnings report, which is set to be released after the close.The U.S. personal consumption expenditures price index rose 0.2% month-over-month in July, above market expectations of a 0.1% increase, following a 0.1% decline in June. Core PCE inflation, which excludes food and energy, increased 0.2%, matching the previous month's gain and market expectations.The new PCE data comes amid a focus on the bond market, which is getting some relief as oil prices slip on signs of progress toward managing shipping through the Strait of Hormuz. Brent crude has fallen for a third consecutive session, helping push Treasury yields lower and easing some of the inflation concerns that had pressured stocks over the past several weeks.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:Metahas agreed toa federal social media addiction trial with state AGsIntuitreportedbut provided a worse-than-expected outlook for Q1 and FY27Kohl'sreportedand provided upbeat FY26 earnings guidanceJ.M. Smuckerprovided areport for Q1Palo Alto Networksis accelerating M&A under CEO Nikesh Arora as AI-driven threats fuel cybersecurity spending, with potential acquisitions including Datadogand Okta,2. WALL STREET CALLS:Intuitto Neutral at BofA and JPMorganTJXto Hold at JefferiesSolarEdgeto Buy at UBSTruistDick's Sporting Goodson deteriorating footwear trendsTruist alsoNikefollowing Dick's guidance cut3. AROUND THE WEB:SoftBankis talking with investment banks about a potential $10B-$20B bond offering to help refinance a loan for its investment in OpenAI, Bloomberg saysXPeng'srobotics unit, valued at over $6.3B, will begin mass producing its Iron humanoid robot this year, WSJ reportsChina's Moonshot AI is in discussions for revenue-sharing agreements with Microsoft, Amazon, and Google, which would allow the companies to host the Kimi K3 model, Reuters reportsMicrosoftemployee-reported compensation data highlights the company's intensifying AI talent competition, with pay packages reflecting efforts to retain skilled AI and cloud employees amid massive infrastructure investments, Business Insider saysCoinbaseCEO Brian Armstrong warned that tech founders are fleeing California over the state's "deeply un-American" proposed wealth tax, hinting his firm might be next to leave, NY Post reports4. MOVERS:Bath & Body Worksincreases after, providing guidance for Q3, and announcing its outlook for FY26Semtechgains afterand providing its guidance for Q3D-Wave Quantum (QBTS) higher after announcing theJohn MarkovichQfinfalls in New York after Citithe stock to SellSpyre Therapeuticslower after announcing results from its RA sub-study of5. EARNINGS/GUIDANCE:Williams-Sonomain what CEO Laura Alber called "a very strong second quarter"Abercrombie & Fitchand provided guidance for Q3Target Hospitalityfor FY26Movado, with EPS and revenue higher year-over-yearLi Autoand provided guidance for Q3INDEXES:Near midday, the Dow was down 88.91, or 0.17%, to 53,488.49, the Nasdaq was down 37.19, or 0.14%, to 26,114.11, and the S&P 500 was up 1.89, or 0.02%, to 7,679.17.

Major Averages Rise as Bond Yields Slip

The major averages were broadly higher near noon as bond yields slipped after the U.S. Treasury Department announced an increased buyback operation for longer-term debt. Investors are also eyeing stabilization following recent declines led by a sharp selloff in technology and semiconductor names.The Federal Reserve's July meeting minutes are the day's main catalyst, due at 2 p.m. ET. Investors will be looking for clues about the debate within the FOMC after the central bank held rates at 3.5%-3.75% in July. The minutes could be particularly important following the weak July employment report and relatively contained inflation data, which have reduced probabilities for a more hawkish September policy tilt, although rising oil prices and longer-term Treasury yields complicate the outlook.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:Targetprovided areport for Q2TJXreportedand provided a conservative outlook for Q3 and FY27 earningsLowe'sreportedand narrowed its FY26 guidanceLa-Z-Boyreportedand provided a conservative revenue guide for Q2OpenAI's revenue rose 18% from Q1 to Q2 but its losses deepened and operating margin sank further into the red,2. WALL STREET CALLS:William BlairModernato Outperform from Market PerformMorgan StanleyBaiduto Underweight on ramping AI investmentsNorthlandCienaon larger than expected marketJPMorganKlarnato Neutral on lack of visibility into medium-term trendsRBC Capitalcoverage of McKessonwith a Sector Perform rating and $845 price target3. AROUND THE WEB:Novo Nordiskis testing lower doses of oral Wegovy to identify the minimum effective dose, Reuters reportsMicrosoftAI CMO Andrea Mallard is stepping back from her role about six months after joining the AI unit, Business Insider saysSamsunghas raised the prices for some advanced contract chipmaking services by up to 15% due to strong demand, Reuters reportsGooglehas told suppliers it plans to move all Pixel phone, smartwatch, and wireless earbud manufacturing out of China in 2027 amid U.S.-China tensions, Nikkei Asia saysNokiawill close almost all its sites in mainland China by year end, South China Morning Post reports4. MOVERS:Modernagains after its Phase 3 INTerpath-001 trial with MerckEstee Lauderincreases afterand providing guidance for FY27Pilgrim's Pridehigher after JBSproposed toof the companyWhifeFiberfalls after announcing the pricing of itsBlackblazelower after announcing a5. EARNINGS/GUIDANCE:Datavaultand reaffirmed its guidance for FY26Mercury Systems (MRCY) reportedOpera, provided its outlook for Q3, and announced guidance for FY26ZIM Integrated, with EPS and revenue lower year-over-yearFull Truck Alliance, with EPS and revenue beating consensusINDEXES:Near midday, the Dow was up 167.83, or 0.31%, to 53,511.23, the Nasdaq was up 78.81, or 0.30%, to 26,368.52, and the S&P 500 was up 31.51, or 0.41%, to 7,723.27.