Market Signals

$LYFT (LYFT) — 8-K: Lyft Q2 FY26 revenue hits $1.84B with net income of $50M.

POST HOLDINGS GAAP EPS OF $1.29 MISSES BY $0.36, REVENUE OF $1.9B MISSES BY $130M - SEEKINGALPHA

$CART (MAPLEBEAR) — 8-K: CART Q2 FY26 EPS misses by 18.2% at $0.45 vs. $0.55 consensus.

TECHTARGET GAAP EPS OF -$0.30 MISSES BY $0.10, REVENUE OF $116.1M MISSES BY $3.45M - SEEKINGALPHA

KINGSTONE GAAP EPS OF $1.05 BEATS BY $0.10, REVENUE OF $65.85M BEATS BY $4.15M - SEEKINGALPHA

ICF INTERNATIONAL NON-GAAP EPS OF $1.86 BEATS BY $0.21, REVENUE OF $474M MISSES BY $4.24M - SEEKINGALPHA

REPUBLIC SERVICES NON-GAAP EPS OF $1.85 BEATS BY $0.03, REVENUE OF $4.43B BEATS BY $70M - SEEKINGALPHA

$AGO (ASSURED GUARANTY) — 8-K: AGO Q2 FY2026 EPS misses consensus by 25.9% at $1.23

$RGA (REINSURANCE GROUP OF AMERICA) — 8-K: RGA Q2 FY26 EPS of $8.89 crushes consensus by 36.6%.

EUROPE'S IPO BACKLOG ALMOST HALVES, BUT AI COULD YET REFILL IT - YAHOO

BIOMARIN PHARMACEUTICAL NON-GAAP EPS OF $1.20 BEATS BY $0.25, REVENUE OF $989.7M BEATS BY $56.94M - SEEKINGALPHA

CARETRUST REIT FFO OF $0.51 IN-LINE, REVENUE OF $161.3M BEATS BY $5.16M - SEEKINGALPHA

$GEN (Gen Digital) — 8-K: Gen raises FY27 guidance after Q1 non-GAAP revenue hits $1.336 billion, up 11%

ARTERIES IP NON-GAAP EPS OF -$0.10 MISSES BY $0.06, REVENUE OF $24.1M BEATS BY $0.62M - SEEKINGALPHA

EARNINGS SNAPSHOT: THE TRADE DESK ISSUES Q3 REVENUE GUIDANCE WELL BELOW ESTIMATES AFTER UNDERWHELMING Q2 - SEEKINGALPHA

JFROG NON-GAAP EPS OF $0.27 BEATS BY $0.03, REVENUE OF $163.8M BEATS BY $8.16M - SEEKINGALPHA

DROPBOX NON-GAAP EPS OF $0.75 BEATS BY $0.01, REVENUE OF $631.5M BEATS BY $5.15M - SEEKINGALPHA

$MP (MP MATERIALS CORP. / DE) — 8-K: MP Q2 FY26: Adj. EPS of -$0.01 beats consensus by +50.0%.

ENCOMPASS HEALTH SIGNALS HIGHER 2026 OUTLOOK WITH $6.41B-$6.49B REVENUE AND $6.02-$6.25 ADJUSTED EPS GUIDANCE - SEEKINGALPHA

$UGI (UGI CORP /PA/) — 8-K: UGI Q3 FY26 adj. EPS -$0.20 misses by -53.8%

TWFG RAISES 2026 REVENUE OUTLOOK TO $300M-$320M SUPPORTED BY 13%-17% ORGANIC GROWTH - SEEKINGALPHA

NUCLEAR ARMS MAKERS DRAW 30% MORE FINANCING AS GEOPOLITICAL RISKS RISE - NIKKEI

COLLEGIUM TARGETS $65M-$75M IN 2026 AZSTARYS REVENUE WHILE HOLDING JORNAY PM AT $190M-$200M - SEEKINGALPHA

IS ISRAEL’S NETANYAHU PREPARING TO FIGHT IRAN ALONE? - ALJAZEERA

BANGLADESH SEEKS MORE DIESEL SUPPLY FROM INDIA - ECONOMICTIMES

CARECLOUD OUTLINES FULL-YEAR 2026 REVENUE OF $128M-$132M AND GAAP EPS OF $0.20-$0.23 FOLLOWING SERIES B REDEMPTION - SEEKINGALPHA

IS PALANTIR A BUY AS ITS REVENUE SURGES 93% AND CONTINUES TO ACCELERATE? - YAHOO

HAEMONETICS FORECASTS 5% TO 8% FY 2027 REPORTED REVENUE GROWTH AS IT RAISES GUIDANCE ON Q1 STRENGTH - SEEKINGALPHA

$TRGP (Targa Resources) — 8-K: Record adjusted EBITDA of $1.6 billion, up 38% YoY

$DDOG (Datadog) — 8-K: Datadog Q2 revenue surges 36% to $1.12 billion, 4,720 large customers

MILLER INDUSTRIES ANTICIPATES ABOUT $250M QUARTERLY REVENUE IN 2H 2026 WHILE REAFFIRMING $850M-$900M FULL-YEAR OUTLOOK - SEEKINGALPHA

CACI FORECASTS FY 2027 REVENUE OF $10.65B-$10.85B AND AT LEAST $900M IN FREE CASH FLOW AS ARKA INTEGRATION EXPANDS SPACE AND EW MOMENTUM - SEEKINGALPH

ADECCO GROUP AG GAAP EPS OF €0.27, REVENUE OF €6B - SEEKINGALPHA

S&P 500 Dispersion Index $40.55 ↓ 5.0% 30th %ile (neutral)

ANTHROPIC PUBLICLY CONFIRMS IT IS PUTTING TOGETHER AN IN-HOUSE CHIP DESIGN TEAM - TECH

LIC Q1 RESULTS: PROFIT RISES 23% YOY TO RS 13,492 CRORE, NPI UP 7% - ECONOMICTIMES

ADVANSIX Q2 2026 EARNINGS PREVIEW - SEEKINGALPHA

GRAY MEDIA Q2 2026 EARNINGS PREVIEW - SEEKINGALPHA

NANO-X IMAGING PRICES $8M REGISTERED DIRECT OFFERING AT $1 PER SHARE - SEEKINGALPHA

UK ANTITRUST REGULATOR APPROVES PARAMOUNT'S $110B PURCHASE OF WARNER BROS. - SEEKINGALPHA

UNNAMED DEVELOPER WITHDRAWS DATA CENTER IN BROWNSVILLE, TEXAS - TECH

PUTIN SIGNS LANDMARK CRYPTO LAW ALLOWING REGULATED RETAIL TRADING IN RUSSIA - THEBLOCK

$EHC (Encompass Health) — 8-K: EHC Q1 FY25 EPS misses by 14.2% at $1.27 vs. $1.48 consensus

MAZDA'S REDESIGNED CX-5 LAGS IN US MARKET AS GAS PRICES FAVOR HYBRIDS - NIKKEI

IRAN LIVE UPDATES: US, IRAN PASSING MESSAGES THROUGH INTERMEDIARIES, TEHRAN SAYS - ABC

IRAN, OMAN DEAL ON STRAIT OF HORMUZ GETTING CLOSE, TEHRAN SAYS - CBS

TOYOTA AIMS FOR 2027 GLOBAL OUTPUT OF 10.5M VEHICLES ON HYBRID DEMAND - NIKKEI

HONDA LIFTS FULL-YEAR PROFIT OUTLOOK ON WEAK YEN, STRONG MOTORCYCLE DEMAND - NIKKEI

CBOE Skew Index $126.41 ↓ 9.7% 0th %ile

CBOE Crude Oil Volatility $53.45 ↓ 6.6% 27th %ile (neutral) • KXWTI 8.5% — $117 or above