Market Signals

RBOB Gasoline Futures $2.71 ↑ 0.6% 2th %ile • KXWTI 8.5% — $117 or above

AESTHETIC UPGRADE, SMOOTH BREAKTHROUGH: HONOR MAGICOS 11 RESHAPES THE EXPERIENCE WITH DUAL ARCHITECTURE. - QBITAI

FAST-FOOD GIANT POSTS MIXED Q2 RESULTS. BURGER CHAIN RALLIES ON ACTIVIST STAKE - YAHOO

CBOE Volatility Index $15.15 ↓ 4.2% 3th %ile (extreme_greed)

NLIGHT FORECASTS Q3 2026 REVENUE OF $63M-$73M AS $17M OF PRODUCT SHIPMENTS SHIFT AMID CHINA-RELATED SUPPLY DELAYS - SEEKINGALPHA

KINETIK PROJECTS $1.04B-$1.1B IN 2026 ADJUSTED EBITDA AMID $560M CAPEX PLAN - SEEKINGALPHA

CRYPTO FOR ADVISORS: EUROPE'S CRYPTO RULES, U.S. PREVIEW - COINDESK

SWISS WATER DECAFFEINATED COFFEE INC. (SWP:CA) Q2 2026 EARNINGS CALL TRANSCRIPT - SEEKINGALPHA

CLEANSPARK OUTLINES $6.6B SANDERSVILLE LEASE WITH PATH TO $11.6B AND TARGETS $1.75B-$2.1B PROJECT CAPEX - SEEKINGALPHA

IRAN WAR LIVE: TRUMP SAYS WAR CAN’T ‘GO MUCH LONGER’; HORMUZ DEAL CLOSE - ALJAZEERA

CDW SHARES FALL DESPITE SECOND-QUARTER EARNINGS AND REVENUE BEAT - YAHOO

TEXAS ROADHOUSE TARGETS ~$400M IN 2026 CAPEX WHILE CUTTING FULL-YEAR COMMODITY INFLATION OUTLOOK TO ~5% - SEEKINGALPHA

SM ENERGY TARGETS 435,000-440,000 BOE/D IN 2H 2026 WHILE REAFFIRMING $2.65B-$2.85B CAPEX - SEEKINGALPHA

OPENAI ASKS JUDGE TO DISMISS APPLE LAWSUIT - THEINFORMATION

Solana USD ($SOLANA) $72.48 ↓ 2.0% 26th %ile

Crude Oil Futures $78.10 ↑ 1.0% 31th %ile • KXWTI 8.5% — $117 or above

IRAN SAYS DEAL WITH OMAN ON STRAIT OF HORMUZ IS IN FINAL STAGES - BBC

$ED (CONSOLIDATED EDISON) — 8-K: ED Q2 FY26 EPS $0.83 beats consensus $0.77 by +7.4%.

NOVAVAX EXPECTS $235M-$275M IN 2026 ADJUSTED TOTAL REVENUE WHILE TARGETING $150M-$200M IN 2028 NON-GAAP R&D AND SG&A - SEEKINGALPHA

ESTABLISHMENT LABS SIGNALS $269M-$271M 2026 REVENUE AS MINIMALLY INVASIVE APPROACHES 15% OF SALES - SEEKINGALPHA

COPPER FLOODS US AS TRADERS TRY TO GET THE JUMP ON TRUMP TARIFFS, BUT ‘TACO’ TREND LOOMS - SCMP

ORMAT EXPECTS $1.15B-$1.2B 2026 REVENUE WHILE TARGETING 2.6-2.8 GW BY 2028 - SEEKINGALPHA

ACI WORLDWIDE FORECASTS 2026 REVENUE OF $1.895B-$1.925B WHILE RAISING ADJUSTED EBITDA OUTLOOK TO $545M-$560M - SEEKINGALPHA

VALHI GAAP EPS OF $0.78, REVENUE OF $606.1M - SEEKINGALPHA

ZIFF DAVIS NON-GAAP EPS OF $1.03 BEATS BY $0.19, REVENUE OF $286.7M BEATS BY $0.79M - SEEKINGALPHA

CVRX GAAP EPS OF -$0.53 MISSES BY $0.01, REVENUE OF $15.71M BEATS BY $0.16M - SEEKINGALPHA

‘MADE IN MICHIGAN AGAIN’: WHITE HOUSE SAYS US MANUFACTURING IS ROARING BACK AS GM, FORD POUR BILLIONS INTO FACTORIES - YAHOO

NATURE'S SUNSHINE GAAP EPS OF $0.19 MISSES BY $0.08, REVENUE OF $117M MISSES BY $6.72M - SEEKINGALPHA

CES ENERGY SOLUTIONS GAAP EPS OF C$0.18, REVENUE OF C$714.1M - SEEKINGALPHA

PRIORITY COMMERCE MAINTAINS $1.01B-$1.04B 2026 REVENUE OUTLOOK WHILE EXPECTING LOWER-END MARGINS AMID INVESTMENT AND MIX PRESSURE - SEEKINGALPHA

$ZTS (Zoetis) 8-K: Results of Operations (Earnings) (+Financial Statements and Exhibits)

$WBD (Warner Bros. Discovery) 8-K: Results of Operations (Earnings) (+Regulation FD Disclosure, Financial Statements and Exhibits)

$VSNT (Versant Media Group) — 8-K: VSNT Q2 FY26 EPS $1.49 beats consensus by 5.2%

$USFD (US Foods Holding) — 8-K: USFD Q2 FY26 adj. EPS $1.44 beats consensus by 5.6%

$TTD (Trade Desk) 8-K: Results of Operations (Earnings) (+Financial Statements and Exhibits)

$TFX (TELEFLEX) — 8-K: TFX Q2 FY26: Adj. EPS $1.76 smashes consensus by 37.4%.

$SARO (StandardAero) — 8-K: SARO Q2 FY26 EPS $0.40 beats consensus by +17.6%.

$RSG (REPUBLIC SERVICES) 8-K: Results of Operations (Earnings) (+Regulation FD Disclosure, Financial Statements and Exhibits)

$POST (Post Holdings) — 8-K: POST Q3 FY26 adj. EPS $1.78 beats consensus by +9.2%

$PLNT (Planet Fitness) — 8-K: PLNT Q2 FY26: Adj. EPS $0.88 beats consensus by +3.7%.

$PK (Park Hotels & Resorts) — 8-K: PK Q2 FY26 EPS $0.70 smashes consensus by 22.8%

$PH (Parker-Hannifin) 8-K: Results of Operations (Earnings) (+Financial Statements and Exhibits)

$PENN (PENN Entertainment) — 8-K: PENN Q2 FY26 EPS $0.44 smashes consensus by 66.9%

$NXST (NEXSTAR MEDIA GROUP) — 8-K: NXST Q2 FY26 EPS of $3.61 misses consensus by 51.7%

$MCHP (MICROCHIP TECHNOLOGY) 8-K: Results of Operations (Earnings) (+Financial Statements and Exhibits)

$KVUE (Kenvue) 8-K: Results of Operations (Earnings) (+Financial Statements and Exhibits)

$INSM (INSMED) — 8-K: INSM Q2 FY26: GAAP EPS of -$0.06 crushes consensus by 91.2%.

$GLIBA (Liberty Capital Corp/) — 8-K: GLIBA Q2 FY26 EPS of $0.40 misses consensus by 65.2%

$FWONA (Liberty Media) — 8-K: FWONA Q2 FY26 revenue drops 43% YoY to $764M, net income not provided.

$FOUR (Shift4 Payments) — 8-K: FOUR Q2 FY26: Adj. EPS $1.32 beats consensus by +6.8%