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Major Averages Broadly Lower Near Noon
The major averages were broadly lower near noon as investors continue to balance easing inflation pressures and strong corporate earnings against renewed geopolitical risks.The inflation backdrop remains supportive for equities. July CPI and PPI both came in softer than expected, reducing concerns that the Federal Reserve will need to raise interest rates at its September meeting. PPI was unchanged in July after declining 0.1% in June, while the latest CPI data showed inflation continuing to moderate. The market is increasingly focused on whether the combination of cooling inflation and a weakening labor market will give the Fed room to ease policy later this year.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:Applied Materialsreportedand provided upbeat Q4 earnings guidanceU.S. President Donald Trumpand their parts and componentsRedditwasAvalonBayin the S&P 500 at the August 18 openTeslaredesigned Roadster may have flying capabilities,OpenAI is on pace to generate annualized revenue of over $40B based on its present performance,2. WALL STREET CALLS:New StreetMicronto Buy, sees multi-trillion market cap by 2030SanDiskwith a raised Overweight rating at JPMorganCiscoto Hold at HSBCWayfairto Outperform at BernsteinFox Corp.to Overweight at Wells Fargo and JPMorgan3. AROUND THE WEB:Nokiais closing its research and development unit in Hangzhou, China, and cutting 1,600 jobs, Helsingin saysCharter Communicationsreceived final approval from California regulators to buy Cox Communications for $21.9B, WSJ reportsGoldman Sachsis courting investors to participate in Nvidia's$500B AI infrastructure financing initiative, leveraging its longstanding Nvidia relationship to secure a key role in mobilizing capital for the AI buildout, Reuters saysBPand UAE-based XRG have secured an exploration and production license for Venezuela's Loran offshore gas field, which holds an estimated 4 trillion cubic feet of recoverable gas and straddles the Venezuela-Trinidad and Tobago maritime boundary, WSJ reportsApplehas trained a large language model in partnership with Alibabafor China's market, Reuters reports4. MOVERS:Capricor Therapeuticsgains afterand announcing the FDA is "willing" to review the company's BLA amendment for its HOPE-3 studyValnevaincreases in New York after announcing with Pfizerthat the EMA has validated theIntermexhigher after providing an update on itsfor Western Union'spending acquisition of the companyKinderCarefalls afterand cutting its guidance for FY26Merlinand York Space Systemslower in New York after5. EARNINGS/GUIDANCE:Heartflowand raised its outlook for FY26Midera Food, with CEO Mark Salman commenting, "We saw continued momentum in the second quarter, with orders up 16% and the backlog reaching $446 million"Teamsharesand backed its outlook for FY26DLocal, with CEO Pedro Arnt commenting, "TPV growth has remained above 50% year-over-year for seven consecutive quarters, with the last three quarters at or above 70%"FocalThericsand backed its outlook for FY26INDEXES:Near midday, the Dow was down 0.19%, or 103.36, to 53,736.63, the Nasdaq was down 0.48%, or 128.01, to 26,675.02, and the S&P 500 was down 0.21%, or 16.73, to 7,782.26.
Disney Reports Better-Than-Expected Q3 Earnings, Plans to Triple Local Originals on Disney+ in Three Years
"Now Streaming" is The Fly's weekly recap of the stories surrounding the biggest content streamers.PLAYING THIS WEEKEND:This weekend's most notable new streaming content is Netflixscience fiction thriller film "The Last House," starring Greta Lee and Wagner Moura.DISNEY RESULTS:Disneyreported better-than-expected Q3 adjusted earnings this week, though revenue was just below consensus. Of note, the company said, "On the direct-to-consumer front, early success in our emerging international programming slate gives us confidence to further ramp investment. Rivals season 2 became the biggest EMEA region original premiere in the UK and Ireland on Disney+. The Perfect Crown became the most-watched Korean premiere on Disney+ globally to date. And Dear Killer Nannies is the #1 most viewed LATAM original premiere globally over the past year on Disney+. Across the next three years we plan to roughly triple the number of local original series on Disney+ to drive new international users to the platform and reduce churn."Along with the quarterly print, Disney and TikTok announced what they call "a first-of-its-kind global deal that will bring fans and creators alike a unique way to discover and create content utilizing memorable scenes and moments from Disney movies and shows." The companies stated: "The agreement, which will pilot in the US in the coming months with the intention of other markets to follow, will bring an expansive collection of thoughtfully curated Disney-centric fan-created content from TikTok to the Disney+ app. At launch, short-form videos from participating creators who opt-in to the program will live on both TikTok and in Verts on Disney+ and feature characters and stories from across Disney's brands including Pixar, Marvel, Star Wars, FX and more. TikTok will offer their creators access to assets related to hundreds of films and series from Disney's vast library of enduring franchises and beloved IP. Fans will enjoy a shared Disney experience with TikTok videos that will be refreshed regularly to engage subscribers more deeply in timely fan conversations, building stronger communities, and ultimately, helping them engage with more story formats across Disney+."PARAMOUNT RESULTS:Meanwhile, Paramount Skydancealso reported mixed Q2 results, with EPS missing Wall Street estimates but revenue coming in above consensus. Of note, Paramount said Q2 was its best quarter for retention in Paramount+'s history, powered by Dutton Ranch, UFC, and the FIFA World Cup non-exclusively across six countries in Latin America, gaining roughly 2M new Paramount+ subscribers in the quarter to reach 81.6M worldwide.WARNER BROS. RESULTS:Warner Bros. Discoveryreported topline beat for Q2, though revenue fell short of consensus estimates. Of note, the company said about HBO Max, "Building on a successful second season of The Pitt, we premiered the final seasons of Hacks and Euphoria, both of which resonated deeply with returning fans while attracting new audiences to the platform. The final season of Hacks was the highest viewed season of the series and set a record for the most Emmy nominations received by a comedy in a single year. Season 3 of Euphoria continue its run as a cultural phenomenon, reaching 27 million global viewers per episode and currently ranks among HBO Max's three most-watched returning seasons globally. Concluding its third and final season, Euphoria is now the top series for subscriber acquisitions in platform history."CMA:Also this week, The United Kingdom Competition and Markets Authority has formally cleared the acquisition of Warner Bros. Discovery by Paramount Skydance, "representing an important milestone in completing the transaction," the company stated. "Paramount is grateful to the CMA for its constructive engagement and its review of the transaction."FOX RESULTS:Fox Corp.reported better-than-expected Q4 adjusted EPS and revenue. Commenting on the results, Executive Chair and Chief Executive Officer Lachlan Murdoch said: "Fiscal 2026 was an exceptional year for FOX, capped by our broadcast of a remarkable FIFA Men's World Cup. We successfully launched our direct-to-consumer streaming service, FOX One, continued to keep America informed across a dynamic news cycle, enhanced Tubi's position as a leading streaming service, and announced the acquisition of Rokuwhich will transform the scope and growth profile of our company. Financially, these milestones were underpinned by the delivery of record top-line revenue which converted into record EBITDA. With strong momentum across our portfolio, we enter fiscal 2027 exceptionally well positioned to drive sustained growth and long-term shareholder value."FUBO RESULTS:Additionally, FuboTVreported downbeat Q3 results, with CEO Alisa Bowen saying, "Since my appointment in July, my confidence in FuboTV's differentiation and unique growth prospects has only continued to build. Our third quarter performance demonstrated strong subscriber acquisition, underpinned by our unparalleled ability to provide a compelling viewing experience to fans during high-profile sports events like the NBA Finals and the FIFA World Cup 2026 with flexible programming packages and innovative user experiences. We also saw strength in our advertising business, with encouraging improvements in advertising capacity utilization and CPMs since completing our integration with Disney Advertising. As we look to build on this momentum, my focus is on accelerating the growth of FuboTV, by refining and expanding our packaging options, broadening our distribution and investing in user experience innovation that enhances flexibility, choice and value for the consumer. I am working closely with our FuboTV team, Disney leadership and all our valued partners to evolve our strategy and, in the months ahead, I look forward to sharing more details on our plans to drive shareholder value."'GRAND THEFT AUTO VI':Take-Two'sRockstar Games announced that "Grand Theft Auto VI: An Extended Look" will premiere on NetflixThursday, August 27 at 3 p.m. ET and will also launch on the official Rockstar Games YouTubechannel and the Grand Theft Auto VI site at 9 p.m. ET on August 27. "Grand Theft Auto VI" is coming November 19 to PlayStation 5and Xbox Series X/S, the company added.STOCK PLAYS:Other publicly traded companies in the streaming space include Apple, Comcast, and Amazon.
Major Averages Decline After Technology Earnings
The major averages were mostly lower after another round of technology earnings sparked renewed selling in software and semiconductor stocks.Economic data remains a central focus ahead of Friday's July employment report. Markets remain divided over the Federal Reserve's next policy move, with incoming employment data expected to play an important role in shaping expectations for interest rates over the coming months.Investors are also monitoring reports of progress toward a potential agreement involving Iran and shipping through the Strait of Hormuz, which has helped keep oil prices relatively contained even as uncertainty persists.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:SanDiskreportedand revenue and provided an upbeat outlook for Q1Western Digitalreportedand provided upbeat Q1 earnings guidanceBlockreportedand provided guidance for Q3 and 2026Modernasaid the, a new vaccine against seasonal influenza, for use in all adults 50 years and olderWarner Bros. Discoveryreported2. WALL STREET CALLS:JPMorganCharles Riverto Overweight following "strong" Q2 reportGlobal Paymentsto Outperform at Wolfe ResearchZillow Groupat Bernstein and Evercore ISIAppLovinat Wells Fargo and Piper SandlerHubSpotby at least seven firms post the Q2 report3. AROUND THE WEB:China launched a formal security review of products sold in the country by Palo Alto Networks, Bloomberg saysGooglewill be facing a class action lawsuit in the U.K. over the alleged abuse of its dominant market position after an antitrust tribunal allowed the claim to go ahead, Bloomberg reportsEarlier this year, Netherlands approved of Tesla'sFull Self Driving, FSD, system and has encouraged its adoption across the EU, but the country's road regulator RDW won't tell the public why it concluded the system is safe or how it evaluated the technology, Reuters saysFederal prosecutors investigated claims that JPMorganexecutives ignored deficiencies in the company's antifraud program and improperly denied over $100M in reimbursements to customers whose funds were stolen, WSJ saysMeta'sMuse Spark 1.1 AI model accessed the internet during cybersecurity testing and breached the systems of another company, The Information reports4. MOVERS:Aspen Aerogelswas higher afterand providing guidance for Q3 and FY26Alkami Technology (ALKT) rose afterthe company has launched a formal sale process after receiving interestHonest Companyand Iovancegained afterThredUpfell afterand cutting its guidance for Q3 and FY26BillionToOneand UWM Holdingswere lower after5. EARNINGS/GUIDANCE:Ralph Lauren, with EPS and revenue beating consensusHertzShift4 Payments, provided guidance for Q3, and cut its outlook for FY26Fox Corp., with CEO Lachlan Murdoch calling fiscal 2026 "an exceptional year"Pelotonand provided guidance for both Q1 and FY27INDEXES:The Dow fell 464.02, or 0.85%, to 53,885.10, the Nasdaq lost 15.09, or 0.06%, to 26,348.35, and the S&P 500 declined 13.59, or 0.18%, to 7,709.96.
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