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US indices are a bit mixed in the early part of the Thursday session.
US stocks gained on Thursday as Wall Street was optimistic about a potential deal to reopen the Strait of Hormuz. However, technology stocks were weak following the latest corporate earnings reports.
U.S. natural gas futures are lower as the market awaits weekly inventory data. Analysts in a WSJ survey expected a 31 Bcf storage build.
Brookfield Renewable Corporation remains a buy as the market undervalues its growth potential despite a 20% share price decline. BEPC's Q2 net loss reflects non-cash items, while operating cash flow and FFO remain robust, supporting a secure 4.7% yield. The Aypa Power acquisition adds 6.5 GW contracted capacity and a >20 GW development pipeline, with 95% under long-term agreements averaging 17 years.
The number of Americans filing claims for unemployment benefits increased slightly last week, while layoffs dropped to a two-year low in July, consistent with a stable labor market.
Rich Greenfield, LightShed Partners co-founder, joins 'Squawk Box' to discuss the state of Paramount-Warner Bros. Discovery merger, antitrust concerns, what David Ellison and Paramount can do to move forward with the proposed merger, and more.
Markets anticipate conflict resolution in the Strait of Hormuz, easing inflation fears and supporting a pause in Fed rate hikes. Tech sector valuations have normalized with the broader market due to strong Q2 earnings, reducing risk and improving sector attractiveness.
Stock futures are pointing to a mixed open for major indexes after the Dow closed at another record high yesterday; SpaceX has reached the expiration of its first lock-up period, putting many more shares on the market; shares of Western Digital and Sandisk are tumbling following the release of quarterly results from the memory chip makers; Honeywell Aerospace shares are sinking after a lackluster earnings report; and Moderna shares are gaining on the news of FDA approval for its mRNA-based flu shot. Here's what you need to know today.
Target will report its Q2 on August 19, and ahead of the release, shares are having a field day, up about 50% YTD. The stock's gains coincide with a successful turnaround in operations supporting both its top and bottom lines. In Q1, the retailer reported its largest comparable sales growth in about 4 years. I will be monitoring to assess whether those gains are sustainable.
U.S. jobless claims ticked up last week, but were still in a range suggestive of a healthy labor market. The number of people who filed for unemployment benefits was 199,000 in the week through Aug. 1 compared with the 198,000 reported a week earlier, the Labor Department said Thursday. Economists surveyed by The Wall Street Journal were expecting to see 204,000 new claims.
The U.K. may have had seven prime ministers since the Brexit referendum in 2016, and it may face a very challenging government budget backdrop, but right now the country's bonds are the more attractive among its peers.
The Magnificent Seven remain exceptional businesses. However, elevated valuations and enormous AI capital-spending commitments may weaken their risk-adjusted return potential.
Treasury yields have eased from multiyear highs. A softer jobs report could push them even lower.
Eye drug maker Tarsus Pharmaceuticals said on Thursday it would acquire privately held Alkeus Pharmaceuticals in a cash-and-stock deal worth up to $800 million, adding an experimental oral therapy for a rare inherited retinal disorder with no approved U.S. treatment.
Charles Schwab combines robust organic growth, expanding net interest margins, and disciplined capital management to deliver strong shareholder value. SCHW's Q2 2026 results featured 20.9% revenue growth, 42.1% EPS growth, and a 3% NIM, supporting a "Buy" rating with 32% upside to fair value. EPS is expected to compound at 20.5% annually through 2028, with a safe, growing dividend and ongoing buybacks enhancing total return potential.
