EARNINGS PREVIEW — Monday, August 10

6 names on deck. No reports yet. All eyes on the pending slate. Real estate heavyweight $SPG headlines a morning heavy on industrials and speculative growth. $SPG sits dead flat with consensus at $3.18. No beat, no miss — just a pure prove-it quarter for Simon Property Group. The mall REIT needs to show rent collections and occupancy are holding the line. $RKLB is the revenue story. Rocket Lab guided to $205.2M, up 42% YoY. Loss per share expected at -$0.07, narrower than the -$0.08 consensus. Stale capture flag means the tape may lag — watch the launch cadence commentary live. $ASTS revenue flagged at +3,307% YoY — an outlier tied to early commercial milestones. EPS seen at -$0.21 vs -$0.29 consensus. AST SpaceMobile is still pre-revenue at scale. The number that matters is the satellite deployment timeline. $ACM and $AAON give us a classic industrial split. AECOM tracking a +6.6% beat on EPS and +6.6% revenue growth to $4.5B. AAON facing a -6.1% miss despite +36.4% revenu

6 names on deck. No reports yet. All eyes on the pending slate.