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.

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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
Tech Giants' Cash Burn and Rising Oil Pressure Send Futures Lower
Markets Daniel Marsh

Tech Giants' Cash Burn and Rising Oil Pressure Send Futures Lower

U.S. stock futures declined Thursday as Alphabet and Tesla reported a combined $7 billion negative free cash flow, while Brent crude traded near $99 a barrel and jobless claims fell to 187,000.

GOOGL TSLA INTC USO TLT
Coeur Mining Gains on Efficient Las Chispas Drilling Plan
Commodities Rebecca Torres

Coeur Mining Gains on Efficient Las Chispas Drilling Plan

Coeur Mining (CDE) shares climbed 3.5% after announcing a 2026 exploration budget that shows Las Chispas drilling costs are 38% lower per meter than Palmarejo.

CDE HL AG PAAS GLD SLV
Ford Shares Slip on Spain Deal Highlighting 370,000 Unused Production Slots
Markets Daniel Marsh

Ford Shares Slip on Spain Deal Highlighting 370,000 Unused Production Slots

Ford shares declined as a Spain agreement highlighted 370,000 unused production slots, intensifying plant underutilization concerns.

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Duke Energy Outages Test North Carolina Rate Case Reliability Claims
Markets Daniel Marsh

Duke Energy Outages Test North Carolina Rate Case Reliability Claims

Duke Energy outages concentrated in North Carolina test the utility's reliability case ahead of a rate settlement decision. Investors monitor restoration timelines.

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Lockheed Martin Surges on Robust Demand Beyond THAAD
Earnings James Calloway

Lockheed Martin Surges on Robust Demand Beyond THAAD

Lockheed Martin shares jumped 6.6% premarket after Q2 earnings beat, with orders surging to $65 billion and guidance raised. Demand remains robust even excluding the massive THAAD contract.

LMT
Honeywell Shares Rise on Automation Order Surge
Earnings James Calloway

Honeywell Shares Rise on Automation Order Surge

Honeywell (NASDAQ:HON) shares gained 1.6% after the company reported a 16% surge in automation orders and raised its 2026 profit forecast.

HON
Amazon's $200B AI Bet Squeezes Cash Flow as Capex Consumes 99% of Operating Cash
Markets Daniel Marsh

Amazon's $200B AI Bet Squeezes Cash Flow as Capex Consumes 99% of Operating Cash

Amazon's heavy AI spending has consumed nearly all operating cash flow, sending shares lower. Free cash flow plunged 95% despite a 30% rise in operating cash.

AMZN GOOGL
Intel Q2 Earnings Preview: AI Server Demand, Margin Focus
Earnings James Calloway

Intel Q2 Earnings Preview: AI Server Demand, Margin Focus

Intel's Q2 earnings report is expected to show strong AI-driven revenue growth, with the Data Center and AI segment forecast to grow 36.4%.

INTC
SoFi Stock Trades at 28x Earnings as Q2 Results Loom
Earnings James Calloway

SoFi Stock Trades at 28x Earnings as Q2 Results Loom

SoFi Technologies (NASDAQ:SOFI) shares ended Wednesday at $17.07, down 3.23%, and trade at 28.5 times 2026 EPS estimates ahead of its Q2 report due July 29.

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