- According to foreign media analysis, Wall Street's focus is now not only on Nvidia (NVDA.US)'s expected strong Q2 earnings, but also on the company’s potential AI-related credit exposure, which could reach $200 billion by 2028. Investors are hoping Nvidia will further clarify its off-balance-sheet commitments related to artificial intelligence infrastructure financing, supply, and electricity. Despite these concerns in the market, Nvidia's Q2 revenue is still expected to nearly double, reaching
- Ericsson, Nokia Join Northern European Defense Group
- MBA US Mortgage Applications Decline Further in Week Ended Aug. 21; Refinancings, New Purchases Both Dip
- --GUIDANCE: (SJM) J.M. Smucker Expects Fiscal 2027 Adjusted EPS Range $10.50 - $11.00, vs. FactSet Est of $10.07
- -- GUIDANCE: (PLAB) Photronics, Inc. Expects Q4 Adjusted EPS Range $0.40 - $0.56
- -- GUIDANCE: (PLAB) Photronics, Inc. Expects Q4 Revenue Range $207.0M - $227.0M
- JinkoSolar Names Wei Du as New Chief Executive
- -- Earnings Flash (PLAB) Photronics, Inc. Reports Q3 Revenue $216.0M, vs. FactSet Est of $208.8M
- -- Earnings Flash (KSS) Kohl's Corporation Reports Q2 Revenue $3.52B, vs. FactSet Est of $3.32B
- Photronics 3Q Net $28.9M >PLAB
- -- GUIDANCE: (DY) Dycom Industries, Inc. Expects Q3 Adjusted EPS Range $4.33 - $4.79
- -- Earnings Flash (SJM) The J.M. Smucker Co. Reports Q1 Revenue $2.22B, vs. FactSet Est of $2.13B
- Movado Q2 Adjusted Earnings, Revenue Rise
- -- GUIDANCE: (DY) Dycom Industries, Inc. Expects Q3 Revenue Range $1.90B - $1.98B
- --GUIDANCE: (DY) Dycom Industries Expects Fiscal 2027 Contract Revenue Range $7.48B - $7.66B
- -- Earnings Flash (PLAB) Photronics, Inc. Posts Q3 Adjusted EPS $0.50 per Share, vs. FactSet Est of $0.40
- Dycom Raises FY27 View To Rev $7.48B-$7.66B >DY
- Enbridge to Buy Salt Creek Midstream's Crude Gathering Business for $600 Million Cash >ENB
- Enbridge to Buy Crude Oil Gathering Business for $600M Cash
- -- Earnings Flash (KSS) Kohl's Corporation Posts Q2 Adjusted EPS $1.28 per Share, vs. FactSet Est of $0.58
- Enbridge in Definitive Agreement to Buy Salt Creek Midstream's Crude Oil Gathering Business >ENB.T
- -- Earnings Flash (SJM) The J.M. Smucker Co. Posts Q1 Adjusted EPS $3.24 per Share, vs. FactSet Est of $2.22
- -- Earnings Flash (DY) Dycom Industries, Inc. Reports Q2 Revenue $2.01B, vs. FactSet Est of $1.98B
- -- Earnings Flash (DY) Dycom Industries, Inc. Posts Q2 Adjusted EPS $5.29 per Share, vs. FactSet Est of $4.72
- --MBA US Mortgage Applications Fall 1% in Week Ended Aug. 21 After 0.4% Decrease in Prior Week
- US MBA Mortgage Survey Of Current Interest Rates
- Dycom 2Q Net $115.6M >DY
- Dycom 2Q EPS $3.81 >DY
- Dycom 2Q Adj EPS $5.29 >DY
- Atricure Insider Sold Shares Worth $458,099, According to a Recent SEC Filing
- Bath & Body Works Sees 3Q Adj EPS 7c-Adj EPS 12c >BBWI
- -- GUIDANCE: (BBWI) Bath & Body Works, Inc. Expects Q3 Adjusted EPS Range $0.07 - $0.12
- -- Earnings Flash (BBWI) Bath & Body Works, Inc. Reports Q2 Revenue $1.51B, vs. FactSet Est of $1.50B
- --GUIDANCE: (BBWI) Bath & Body Works Expects Full Year 2026 Adjusted EPS Range $2.60 to $2.80, vs. FactSet Est of $2.65
- Crude oil price fluctuations impact the euro, with falling oil prices bringing favorable terms of trade for the eurozone.
- Bath & Body Works Raises 2026 View To Adj EPS $2.60-Adj EPS $2.80 >BBWI
- -- Earnings Flash (BBWI) Bath & Body Works, Inc. Posts Q2 Adjusted EPS $0.62 per Share, vs. FactSet Est of $0.24
- Victory Capital Holdings to Buy First Eagle Investments for $7 Billion
- Bath & Body Works 2Q EPS 58c >BBWI
- Bath & Body Works 2Q Adj EPS 62c >BBWI
- Bath & Body Works Sees 3Q EPS 5c-EPS 10c >BBWI
- Bath & Body Works 2Q Net $118M >BBWI
- Bath & Body Works 2Q Sales $1.51B >BBWI
- --Earnings Flash (JKS) JinkoSolar Posts Q2 Revenue 12.36B Renminbi, vs. FactSet Est of 14.72B Renminbi
- --Earnings Flash (JKS) JinkoSolar Posts Q2 Loss 13.19 Chinese Renminbi per ADS, vs. FactSet Est of 4.06 Renminbi Loss
- Bath & Body Works Raises 2026 View To EPS $3.13-EPS $3.33 >BBWI
- Target Hospitality Sees FY Adjusted Ebitda Between $105M and $115M >TH
- Target Hospitality Sees FY26 Rev $435M-$45M >TH
- Target Hospitality Raises Full-Yr 2026 Rev and Adjusted EBITDA Outlook at the Midpoint by 6% and 22%, Respectively >TH
- Trade Shock With The US Could Tilt the Bank of Canada More Dovish, BMO Says
- Parsons Secures Position on $14 Billion Missile, Space Intelligence Effort
- Target Launches Beauty Studio With 1,600+ Products From 90 Brands
- National Bank of Canada Q3 Adjusted Earnings Rise, Beat FactSet Estimates
- --Earnings Flash (MOV) Movado Posts Fiscal Q2 Net Sales $169.8M, vs. FactSet Est of $164.2M
- --Earnings Flash (MOV) Movado Posts Fiscal Q2 Adjusted EPS $0.54, vs. FactSet Est of $0.35
- Movado 2Q Adj EPS 54c >MOV
- Movado 2Q EPS 53c >MOV
- Major Canadian Economic Indicators Expected This Week
- Canadian Dollar Could Face More Pressure Amid Trade Tensions With U.S. -- Market Talk
- Oil Price Move Is Key for Euro -- Market Talk
- Donaldson Posts Higher 4Q Earnings, Sales; Issues Upbeat Outlook
- Victory Capital Buying First Eagle Investments From Genstar and First Eagle Employees >VCTR
- National Bank Sees Canada Unemployment Rate Averaging 6.5% in 2026, 6.3% in 2027
- Social Buzz: Wallstreetbets Stocks Mostly Declining Pre-Bell Wednesday; Intuit, Strategy to Open Lower
- Victory Capital to Assume $575M of First Eagle's Existing 7.25% Senior Secured Notes Due 2032 >VCTR
- National Bank Sees U.S. Economy Growing 2.2% in Both 2026 and 2027
- National Bank Forecasts Canada Economy Growing 0.8% in 2026, 1.5% in 2027
- Victory Capital to Acquire First Eagle for About $7B, Comprising About $4.4B Cash, $2B in Newly Issued Equity >VCTR
- National Bank of Canada 3Q Provisions for Credit Losses C$246M >NA.T
- National Bank of Canada 3Q Capital Markets Net Income C$442M, Up 32% >NA.T
- National Bank of Canada 3Q Personal & Commercial Net C$421M, Up 14% >NA.T
- National Bank of Canada 3Q Wealth Management Net C$296M, Up 21% >NA.T
- National Bank of Canada: Canada's Resilience, Retooling of Economy Creating Opportunities for Growth Despite Trade, Geopolitical Uncertainty >NA.T
- West Red Lake Gold Mines Posts Higher Adjusted Net Earnings Quarter over Quarter
- -- Earnings Flash (NA.TO) National Bank of Canada Reports Q3 Revenue C$4.05B, vs. FactSet Est of C$3.87B
- National Bank of Canada 3Q Return on Common Shareholders Equity 16.1% >NA.T
- -- Earnings Flash (NA.TO) National Bank of Canada Posts Q3 Adjusted EPS C$3.39 vs. FactSet Est of C$3.21
- National Bank of Canada 3Q EPS C$3.25 >NA.T
- U.S. Political, Economic Calendar - Week Ahead -2-
- National Bank of Canada 3Q Rev C$4.05B >NA.T
- National Bank of Canada 3Q Adj EPS C$3.39 >NA.T
- U.S. Political, Economic Calendar - Week Ahead
- Susquehanna Adjusts Price Target on Intuit to $415 From $427
- Barclays Adjusts Price Target on Brown-Forman to $28 From $27
- First Abu Dhabi Bank Raised to Buy From Neutral by BofA
- Banque Saudi Fransi Raised to Buy From Neutral by BofA
- Nordic power prices reverse downward as abundant rainfall and a carbon price correction exert pressure
- Blackstone Gets EU Approval to Acquire Joint Control of Eurowind Energy
- Brent Crude Retreats to $85, Nvidia Earnings Due -- WSJ
- Webull Insider Sold Shares Worth $475,607, According to a Recent SEC Filing
- --Truist Securities Initiates ADI Global Distribution at Hold With $24 Price Target
- Donaldson Fiscal Q4 Adjusted Earnings, Net Sales Rise; Issues Fiscal 2027 Guidance
- FireFly Metals Gets Commitments for A$180 Million Equity Raising
- Somnigroup Wins EU Approval to Acquire Leggett & Platt
- 10-Yr Benchmark Govt Yields - U.S. vs Other Nations
- 2-Yr Benchmark Govt Yields - U.S. vs Other Nations
- 2-Yr Benchmark Govt Yields - Germany vs Other Nations
- Can NRIs Buy Crypto in India? What the Rules Actually Allow
- Russia rolls out digital ruble on Sept. 1, keeps crypto payments banned
- Finance Expert: Hidden Reason Why XRP May Continue to Fly
