SK hynix ADR Premium Hits 34.5% Ahead of Q2 Earnings
Markets Daniel Marsh

SK hynix ADR Premium Hits 34.5% Ahead of Q2 Earnings

SK hynix ADR premium reaches 34.5% as U.S. shares surge ahead of earnings. Conversion limits and strong investor demand widen the cross-listing gap.

GOOGL MU
Keel Infrastructure Surges on BTIG Buy Rating with $8 Price Target
Markets Daniel Marsh

Keel Infrastructure Surges on BTIG Buy Rating with $8 Price Target

Keel Infrastructure shares jumped 3.1% to $4.835 after BTIG set an $8 target, a 65% upside, despite 68% of its 2.2-GW pipeline being unsecured.

HUT WULF APLD
Infosys Cuts FY2027 Revenue Guidance Amid AI Growth and ADR Decline
Earnings James Calloway

Infosys Cuts FY2027 Revenue Guidance Amid AI Growth and ADR Decline

Infosys trimmed its fiscal 2027 revenue forecast to 1.5%-3.0% constant-currency growth, even as AI revenue jumped 49% to $417 million. US ADRs dropped 3.8%.

INFY
Thermo Fisher Stock Surges on Strong Instrument Profit Growth
Earnings James Calloway

Thermo Fisher Stock Surges on Strong Instrument Profit Growth

Thermo Fisher shares rose roughly 10% after Q2 revenue beat estimates and the company boosted its profit outlook, driven by strong margin expansion in Analytical Instruments.

TMO DHR EVR
Cleveland-Cliffs Surges 17% as Steel Price Upturn Boosts Margins
Earnings James Calloway

Cleveland-Cliffs Surges 17% as Steel Price Upturn Boosts Margins

Cleveland-Cliffs (CLF) shares surged 17% after forecasting Q3 adjusted EBITDA of $575 million, more than double Q2, as higher steel prices boosted margins despite lower shipment volumes.

CLF NUE STLD
T-Mobile Shares Slide 6% as Premium Subscriber Growth Outpaces Cash Flow Gains
Earnings James Calloway

T-Mobile Shares Slide 6% as Premium Subscriber Growth Outpaces Cash Flow Gains

T-Mobile US (NASDAQ:TMUS) shares dropped over 6% as Q2 service revenue climbed 8.9%, yet adjusted free cash flow rose just 4.4%, highlighting a conversion gap.

TMUS T VZ
Comcast Q2 Wireless Surge Offsets Broadband Revenue Shortfall
Earnings James Calloway

Comcast Q2 Wireless Surge Offsets Broadband Revenue Shortfall

Comcast reported strong wireless subscriber additions in Q2, partially offsetting broadband revenue losses. Peacock achieved its first quarterly profit. Shares rose 2.8%.

CMCSA CHTR
Blackstone Earnings Beat Expectations as Recurring Fee Revenue Surges
Earnings James Calloway

Blackstone Earnings Beat Expectations as Recurring Fee Revenue Surges

Blackstone beat Q2 earnings estimates with distributable earnings of $1.52 per share. Recurring performance fees fueled revenue growth, but shares slipped.

BX
Ukraine F-16 Kill Boosts Lockheed Martin's Missile Sales Surge
Markets Daniel Marsh

Ukraine F-16 Kill Boosts Lockheed Martin's Missile Sales Surge

Lockheed Martin shares jumped 5.3% premarket after a Ukrainian F-16 shot down a Russian fighter, highlighting the company's expanding missile business.

LMT
Transocean Rises on Oil Strength and Extended Contract Backlog
Markets Daniel Marsh

Transocean Rises on Oil Strength and Extended Contract Backlog

Transocean shares rose ~0.8% in premarket trading as oil prices jumped nearly 5% and the company disclosed a $1.185 billion increase in its contract backlog, led by a major Equinor award.

RIG NE SDRL VAL USO GLD
Tractor Supply Stock Rises Despite Lowered Outlook and Traffic Dip
Earnings James Calloway

Tractor Supply Stock Rises Despite Lowered Outlook and Traffic Dip

Tractor Supply shares rose 2.9% premarket after Q2 revenue grew 2.3%, but same-store sales fell 1.5% and the company lowered its 2026 guidance.

TSCO
RTX Stock Jumps as 2026 Profit Forecast Outpaces Revenue Growth
Earnings James Calloway

RTX Stock Jumps as 2026 Profit Forecast Outpaces Revenue Growth

RTX shares surged 5.6% in premarket trading after the company raised its 2026 earnings guidance by 5.5%, outpacing a 2.7% increase in its sales outlook.

RTX LMT