
Stock Market Today: Tech Earnings Buoy Stock Futures
Results from Super Micro, CoreWeave rekindle AI trade ahead of CPI data
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Results from Super Micro, CoreWeave rekindle AI trade ahead of CPI data

The yield on the 10-year U.S. Treasury note — the key benchmark for U.S. government borrowing — was largely flat at 4.682%.

Futures tied to the the major U.S. stock indexes rose, while oil was higher as the deadlock between the U.S. and Iran continued.

The bank is joining rivals that are rolling out pledges to back investments in U.S. critical industries.

India's state-run refiners Hindustan Petroleum Corp and Mangalore Refinery and Petrochemicals Ltd are seeking up to a combined 6 million barrels of oil through spot tenders, documents show.

After years of paying investors almost nothing, Japanese government bonds are suddenly worth owning again, and domestic asset managers are hurrying to give ordinary investors a way in.

The company said it remains on track to achieve full-year guidance despite operating in an increasingly challenging market environment.

Treasury yields traded steady as investors awaited U.S. inflation data for clues on whether the Fed could raise interest rates.

Iran-backed Houthi rebels killed six people in an attack on a cargo ship in the Bab el-Mandeb Strait. U.S. forces fired missiles at a container ship attempting to breach Washington's blockade of Iranian ports in the Gulf of Oman.

With more than 1,500 companies already reporting their Q2 numbers, we can confidently say that this has been one of the strongest earnings seasons relative to expectations in the last couple of decades. During the Q2 reporting period that began back in early July, 77% of companies have reported earnings per share (EPS) that were stronger than consensus analyst estimates.

Merchants Bancorp is rated BUY due to strong 2Q26 results, robust capital returns, and discounted valuation versus peers. MBIN's net income surged 106% YoY, driven by an 83% decline in credit provisions, though non-performing loans remain above optimal levels. The bank's asset base and loan growth hit record highs, supported by multi-family housing and mortgage warehouse lending.

Goldman Sachs chief economist Jan Hatzius previews the upcoming July CPI inflation report and discusses the Federal Reserve's interest rate trajectory, and the state of the U.S. economy on ‘The Claman Countdown.' #fox #media #breakingnews #us #usa #new #news #breaking #foxbusiness #theclamancountdown #goldmansachs #janhatzius #hatzius #economy #useconomy #inflation #cpi #federalreserve #fed #interestrates #monetarypolicy #markets #wallstreet #finance #banking

Japan's currency is currently trading around 159 per dollar, approaching the psychologically important 160 level. The reversal has come despite the unprecedented decision by Washington to join Tokyo in buying yen and pledges from both sides that further action could follow.

Recent spate of hacking incidents has placed attention onto AI cybersecurity. Spending on cybersecurity is expected to increase as capex on buildout increases

During the second quarter of 2026, the Polen 5Perspectives Large Growth Composite Portfolio returned 26.63% net of fees compared to the 16.74% return of the Russell 1000 Growth Index. The top contributors to relative performance in the period were Advanced Micro Devices, Intel, and Nebius Group. Consistent with recent history, the Portfolio continued to have its largest absolute exposure to the Technology sector and that exposure grew over the course of the quarter.