North American Morning Briefing: Oil Falls Further as Chip Selloff Deepens -2-

Humanoid Global Provides Update on Agility Robotics Public Listing; Agility Robotics Agreed to Combine With Churchill Capital Corp XI; Merger to Result in Agility Becoming Publicly Listed Co in 2026; Holds Minority Equity Interest in Agility Robotics; Not Party to Proposed Agility Robotics-Churchill XI Business Combination; Has No Control Over Transaction's Completion or Timing; to Continue Monitoring Agility's Progress

Topaz Energy 2Q Free Cash Flow CAD 86.6M; 2Q Net Income CAD 52.5M; 2Q EBITDA CAD 104.3M; 2Q Capex CAD 1.77M; Reports 2Q EBITDA of CAD 104.3 Million

Waste Connections Announces Pricing of C$700 Million of Senior Notes

Expected Major Events for Tuesday

06:45/FRA: Jul Consumer confidence survey

06:45/FRA: Jun Housing starts

08:00/ITA: Jun Foreign Trade non-EU

10:00/FRA: 2Q Claimant count and job advertisements collected by France Travail

12:30/US: Jun Advance Economic Indicators Report

12:55/US: 07/25 Johnson Redbook Retail Sales Index

13:00/US: May U.S. Monthly House Price Index

13:00/US: May S&P Cotality Case-Shiller Indices

14:00/US: Jul Richmond Fed Business Activity Survey

14:00/US: 2Q U.S. Housing Vacancies

14:00/US: Jul Consumer Confidence Index

17:00/US: Jun Money Stock Measures

20:30/US: API Weekly Statistical Bulletin

23:01/UK: Jul CBI Growth Indicator and Service Sector Survey

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Expected Earnings for Tuesday

AllianceBernstein Holding LP (AB) is expected to report $0.81 for 2Q.

American Tower REIT (AMT) is expected to report $1.57 for 2Q.

Armstrong World Industries Inc (AWI) is expected to report $2.21 for 2Q.

Auburn National Bancorporation Inc (AUBN) is expected to report for 2Q.

Boeing Co (BA) is expected to report $-0.04 for 2Q.

CTS Corp (CTS) is expected to report $0.61 for 2Q.

Camden National Corp (CAC) is expected to report $1.29 for 2Q.

Carrier Global Corp (CARR) is expected to report $0.60 for 2Q.

Centene Corp (CNC) is expected to report $0.88 for 2Q.

CenterPoint Energy Inc (CNP) is expected to report $0.37 for 2Q.

Coca-Cola Co (KO) is expected to report $0.93 for 2Q.

Community Financial System Inc (CBU) is expected to report $1.18 for 2Q.

Commvault Systems Inc (CVLT) is expected to report $0.46 for 1Q.

Corning Inc (GLW) is expected to report $0.72 for 2Q.

Curbline Properties Corp (CURB) is expected to report for 2Q.

DTE Energy Co (DTE) is expected to report $1.13 for 2Q.

Ecolab Inc (ECL) is expected to report $2.01 for 2Q.

Franklin Electric Co Inc (FELE) is expected to report $1.44 for 2Q.

Fulcrum Therapeutics Inc (FULC) is expected to report $-0.21 for 2Q.

Herc Holdings Inc (HRI) is expected to report $0.51 for 2Q.

Hilton Worldwide Holdings Inc (HLT) is expected to report $2.19 for 2Q.

Hubbell Inc (HUBB) is expected to report $5.02 for 2Q.

INVESCO Ltd (IVZ,IVZ-LN) is expected to report $0.62 for 2Q.

IQVIA Holdings Inc (IQV) is expected to report $1.90 for 2Q.

Incyte Corp (INCY) is expected to report $2.18 for 2Q.

JetBlue Airways Corp (JBLU) is expected to report $-0.70 for 2Q.

Kiniksa Pharmaceuticals International PLC (KNSA) is expected to report for 2Q.

PJT Partners Inc (PJT) is expected to report $1.31 for 2Q.

Paccar Inc (PCAR) is expected to report $1.34 for 2Q.

PayPal Holdings Inc (PYPL) is expected to report $1.24 for 2Q.

Polaris Inc (PII) is expected to report $0.71 for 2Q.

Provident Financial Holdings Inc (PROV) is expected to report $0.29 for 4Q.

Repligen Corp (RGEN) is expected to report $0.25 for 2Q.

Rithm Capital Corp (RITM) is expected to report $0.29 for 2Q.

Royal Caribbean Group (RCL) is expected to report $3.98 for 2Q.

Sherwin-Williams Co (SHW) is expected to report $3.44 for 2Q.

Textron Inc (TXT) is expected to report $1.32 for 2Q.

TransUnion (TRU) is expected to report $0.68 for 2Q.

Travelzoo (TZOO) is expected to report $0.14 for 2Q.

United Parcel Service Inc - Class B (UPS) is expected to report $1.65 for 2Q.

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ANALYST RATINGS ACTIONS

Albertsons Cut to Neutral From Buy by Citigroup

BioLife Solutions Cut to Equal-Weight From Overweight by Stephens & Co.

Corcept Therapeutics Cut to Underperform From Peer Perform by Wolfe Research

Ford Motor Raised to Buy From Hold by Jefferies

General Motors Raised to Buy From Hold by Jefferies

Huntington Bancshares Cut to Neutral From Buy by B of A Securities

Outlook Therapeutics Raised to Buy From Neutral by BTIG

Rivian Automotive Raised to Overweight From Neutral by Piper Sandler

Rocket Lab Raised to Outperform From Neutral by KGI Securities

Sirius XM Raised to Equal-Weight From Underweight by Wells Fargo

Stewart Info Services Cut to Market Perform From Outperform by Keefe, Bruyette & Woods

Warner Bros. Discovery Cut to Neutral From Buy by Seaport Global

This article is a text version of a Wall Street Journal newsletter published earlier today.

(END) Dow Jones Newswires

July 28, 2026 06:01 ET (10:01 GMT)