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Major Averages Surge Again, Tech Shares Lead Gains
The major averages were sharply higher once again, building on Monday's gains as technology shares continue to lead gains and oil prices continue to drop. Strong quarterly reports from big firms such as Palantir, Caterpillar, and McDonald's helped fuel broad increases, while optimism remains over a U.S.-Iran deal to reopen the Strait of Hormuz potentially on the horizon.Meanwhile, investors are also monitoring reports that the Trump administration is drafting restrictions on certain Chinese-made data center networking components over national security concerns, a move that could have implications for AI infrastructure and semiconductor supply chains.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:Palantirprovided areport for Q2Caterpillarreportedand provided its outlook for Q3 and FY26 revenueMcDonald'sreported, while global comparable sales rose 1.3% year-over-yearPfizerreported better-than-expected Q3 earnings and revenue andMerckreportedbut lowered its FY26 earnings outlook2. WALL STREET CALLS:Deutsche BankPalantirto Buy after "exceptional" Q2JPMorganNiketo Underweight on below-consensus estimatesOppenheimerInspire Medicaldespite "noisy" fundamentalsWalmartto Perform at OppenheimerJPMorganPVHto Underweight on estimate risk3. AROUND THE WEB:A Senate report alleges Deutsche Bankand Bank of Americafailed to timely report hundreds of millions of dollars in suspicious transactions linked to Jeffrey Epstein-related accounts, calling for investigations and tougher penalties for compliance failures, Bloomberg reportsApplehas launched a legal complaint at the Investigatory Powers Tribunal over the UK's latest attempt to create a "backdoor" that would allow it to access encrypted customer data, FT saysAnthropic has secured a $10B computing capacity agreement with Nvidia-backed Volta Infra to expand data center access and meet rising demand for its Claude AI products, Bloomberg reportsThe Trump administration has invited staffers from OpenAI, Google, Anthropic, and others to the White House on Tuesday to review the AI oversight framework, The Information saysA review by the New York Times of a dozen lawsuits against Uberby riders that were sexually assaulted or harassed on their rides found the company will scour women's private communications, medical records, and past assaults, using this information to present the women as unreliable narrators of the incidents4. MOVERS:Backblazehigher after, providing guidance for Q3, raising its outlook for FY26, and registering to sell 4.19M shares of stockAmeresco (AMRC) increases after, providing guidance for FY26, and after BNP Paribas upgraded the stock to OutperformPaymentusand Wayfairgain afterClearPoint Neurofalls afterand cutting its guidance for FY26AdaptHealthand Brukerlower after5. EARNINGS/GUIDANCE:Syscoand provided guidance for FY27Shoals Technologies, with EPS and revenue beating consensusBellRing Brandsand raised its outlook for FY26Centurithat CEO Christian Brown said "reflect tremendous year-over-year growth"Graingerand raised its guidance for FY26INDEXES:Near midday, the Dow was up 922.33, or 1.73%, to 54,100.74, the Nasdaq was up 529.64, or 2.04%, to 26,443.54, and the S&P 500 was up 111.50, or 1.47%, to 7,712.00.
BellRing Cuts FY26 Adjusted EBITDA Outlook to $275M-$295M
Consensus $2.34B. Cuts FY26 adjusted EBITDA view to $275M-$295M from $315M-$335M. The company said, "For fiscal year 2026, BellRing management has updated its previously issued guidance, as shown in the table below. Adjusted EBITDA outlook includes $28 million of unfavorable inventory-related impacts, of which $21.3 million were recorded in the second and third quarters, including an $11.3 million inventory-related charge associated with a third-party supplied ingredient that did not meet BellRing's quality requirements (recovery of which has not been incorporated into this outlook) and a $10.0 million charge for excess shake bottle inventory. In addition, Adjusted EBITDA is expected to be unfavorably impacted by approximately $7 million in the fourth quarter, primarily from targeted trade spend to support sell-through of excess shake bottle inventory and optimize inventory levels ahead of fiscal year end."
BellRing Reports Q3 Revenue of $570.4M, Beating Consensus
Reports Q3 revenue $570.4M, consensus $548.19M. "I am honored to lead BellRing into its next chapter of growth and value creation in a category with attractive long-term fundamentals," said Michael Axelrod, President and Chief Executive Officer of BellRing, effective July 29, 2026. "Premier Protein is the clear leader in ready-to-drink shakes backed by a powerful brand and deep consumer loyalty. We have a strong foundation and meaningful opportunity to strengthen execution, reinforce our market leadership and deliver more consistent, profitable growth over time. As I begin meeting with our employees, customers and partners, I am energized by the talent across the organization and confident in our ability to create long-term value for shareholders."
Major Averages Rebound as Oil Prices Retreat
The major averages finished broadly higher in a reversal of yesterday's losses as oil prices retreated from recent highs while investors assess the latest developments in the U.S.-Iran conflict and their potential impact on inflation and global growth.Although the U.S. launched another round of strikes against Iran and Tehran retaliated by targeting U.S. military facilities in Bahrain and Kuwait, investors appear encouraged by signs that neither side is seeking a prolonged disruption to energy markets. Oil prices retreated after an early spike, helping improve sentiment across equities and easing some concerns about another inflation shock.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:PepsiCoreportedand reiterated its FY26 EPS outlookLevi Straussprovided areport for Q2Rackspaceannounced anin production with Palantirand cut its FY26 revenue guidanceMetaintends to put an AI chip into production in September,Meanwhile, Meta is launching developer access to its Muse Spark AI model,2. WALL STREET CALLS:KeyBancSalesforceto Sector Weight, with firm saying it isn't seeing AOV growthMattelwasto Sell from Neutral at Goldman SachsAreteParamount Skydanceto Sell, calling the history of media mega-mergers "hardly inspiring"MizuhoFive Belowto Outperform following a 30% retreatToastwasto Buy at Goldman Sachs following underperformance3. AROUND THE WEB:A U.S. appeals court on Thursday upheld a ruling for AstraZenecaagainst allegations that its blockbuster lung-cancer drug Tagrisso infringed patents owned by Pfizersubsidiary Wyeth, Reuters reportsAmazonis advancing its Alexa AI capabilities through Project Moonraker, which aims to enable more complex multistep tasks, though development costs and reliability challenges remain key hurdles as the company expands Alexa+, Business Insider saysThe French competition authority said that its probe into Nvidiais nearing an end, Reuters reportsQiagenis drawing takeover interest from Advent and EQT, Bloomberg reportsSK Hynix'sU.S. listing is over seven times oversubscribed as the South Korean company gets ready to price its offering later this week, Bloomberg says4. MOVERS:Forte Biosciencesgained after announcing itsnLightwas higher after being awarded a $627M jointMara Holdingsincreased after announcing it willfrom HIF USAIoniswas lower after AstraZenecareported its CARDIO-TTRansform trialBellRing Brandsfell after naming5. EARNINGS/GUIDANCE:ASE Technology, with revenue higher year-over-yearSimply Good Foodsand raised its guidance for FY26Honeywellraised itsByrna Technologies, with CEO Conn Davis commenting that second quarter results "did not reflect the level of performance we believe Byrna can deliver"AZZand raised its guidance for FY27INDEXES:The Dow rose 139.02, or 0.27%, to 52,487.41, the Nasdaq gained 336.24, or 1.30%, to 26,206.89, and the S&P 500 advanced 60.93, or 0.81%, to 7,543.64.
Major Averages Rebound as Oil Prices Retreat, Boosting Market Sentiment
The major averages were broadly higher in a reversal of yesterday's losses, with stock futures moving modestly higher as oil prices retreated from recent highs while investors assess the latest developments in the U.S.-Iran conflict and their potential impact on inflation and global growth.Although the U.S. launched another round of strikes against Iran and Tehran retaliated by targeting U.S. military facilities in Bahrain and Kuwait, investors appear encouraged by signs that neither side is seeking a prolonged disruption to energy markets. Oil prices retreated after an early spike, helping improve sentiment across equities and easing some concerns about another inflation shock.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:PepsiCoreportedand reiterated its FY26 EPS outlookLevi Straussprovided areport for Q2Rackspaceannounced anfor AI in production with Palantirand cut its FY26 revenue guidanceMetaintends to put an AI chip into production in September,Meanwhile, Meta is launching developer access to its Muse Spark AI model,2. WALL STREET CALLS:KeyBancSalesforce (CRM) to Sector Weight, with firm saying it isn't seeing AOV growthMattelwasto Sell from Neutral at Goldman SachsAreteParamount Skydanceto Sell, calling the history of media mega-mergers "hardly inspiring"MizuhoFive Belowto Outperform following a 30% retreatToastwasto Buy at Goldman Sachs following underperformance3. AROUND THE WEB:Amazonis advancing its Alexa AI capabilities through Project Moonraker, which aims to enable more complex multistep tasks, though development costs and reliability challenges remain key hurdles as the company expands Alexa+, Business Insider saysThe French competition authority said that its probe into Nvidiais nearing an end, Reuters reportsQiagenis drawing takeover interest from Advent and EQT, Bloomberg reportsSK Hynix'sU.S. listing is over seven times oversubscribed as the South Korean company gets ready to price its offering later this week, Bloomberg saysStarbucksis developing in-house tools with the help of AI that could replace some software applications it now buys from companies such as Microsoftand IBM, Bloomberg reports4. MOVERS:Forte Biosciencesgains after announcing its Phase 1b study ofnLighthigher after beingjoint laser weapon system contractMara Holdingsincreases after announcing it willfrom HIF USAIonislower after AstraZenecareported itsdid not meet its primary efficacy endpointBellRing Brandsfalls after naming Michael5. EARNINGS/GUIDANCE:ASE Technology, with revenue higher year-over-yearSimply Good Foodsand raised its guidance for FY26Honeywellfor FY26 and H2Byrna Technologies, with CEO Conn Davis commenting, "Our second quarter results did not reflect the level of performance we believe Byrna can deliver"AZZand raised its guidance for FY27INDEXES:Near midday, the Dow was up 0.27%, or 143.47, to 52,491.86, the Nasdaq was up 0.81%, or 209.64, to 26,080.30, and the S&P 500 was up 0.58%, or 43.09, to 7,525.80.
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