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The Morning Bull - US Market Morning Update Wednesday, Jul, 22 2026 US stock futures are pointing higher this morning, with E mini S&P 500 contracts up about 0.5% and Nasdaq 100 futures ahead roughly 1.3%, as investors weigh rising interest rate expectations against easing volatility. The US 10 year Treasury yield is holding near 4.6%, which means borrowing costs for mortgages, credit cards and companies remain relatively high, while markets see roughly a 50 55% chance of a Federal Reserve...

In late May 2026, multiple law firms launched securities class action lawsuits against Photronics after its Q2 2026 results revealed weaker-than-expected revenue, particularly an 11% sequential drop in integrated circuit photomask sales, and alleged misstatements about product demand and operational bottlenecks. The clustering of lawsuits focused on Photronics’ disclosure practices and its high-end IC pipeline raises fresh questions about management credibility and the robustness of its...

Intel and Fortinet announced a foundry collaboration, with Fortinet becoming the first publicly named cybersecurity chip customer for Intel’s foundry business. ONERugged introduced new AI rugged tablets built on Intel’s Lunar Lake platform, targeting edge AI and industrial use cases. The news highlights Intel’s push to grow its external foundry business and expand its role in edge AI hardware. Intel (NasdaqGS:INTC) is drawing attention as it adds Fortinet as an external foundry customer in...

Ross Stores expansion and what it could mean for the stock Ross Stores (ROST) has opened 47 new locations across 15 states and territories in June and July, an expansion that puts its growing store footprint and community partnerships in focus for investors. See our latest analysis for Ross Stores. Against this backdrop of new store openings, Ross Stores has seen momentum build, with the share price at $235.81 and a year to date share price return of 29.04%, while the 1 year total shareholder...

Delta Air Lines and Shell (LSE:SHEL) have signed a five year agreement to expand sustainable aviation fuel supply and infrastructure in the U.S. The partnership focuses on increasing access to SAF at major U.S. airport hubs over the term of the deal. The agreement is aimed at supporting lower carbon aviation solutions for Delta's operations and Shell's aviation customers in North America. This new SAF partnership gives Shell another reference point in the aviation fuel segment, which sits...

American Airlines Group Inc. recently announced that John W. Dietrich, a veteran aviation and air cargo executive and former FedEx CFO, was elected to its board of directors, where he will serve on the Audit and Finance Committees. Dietrich’s blend of legal, operational, and financial leadership across FedEx, Atlas Air, and other industry bodies adds board-level expertise that could shape American’s cost discipline, capital allocation, and oversight of future initiatives. We’ll now examine...

Why the Wolfspeed lawsuit matters for Navitas Semiconductor The recent lawsuit filed by Wolfspeed against Navitas Semiconductor (NVTS) has put intellectual property questions alongside the company’s push into AI related power chips, giving investors another factor to weigh when assessing the stock. Navitas disputes Wolfspeed’s infringement allegations and plans to defend its GaN and SiC products in court, while reiterating its focus on AI data centers, grid infrastructure and other high power...

Forestar Group stock has delivered a 30.3% gain over the past 5 years, and today the valuation checks point to a stock that screens as undervalued relative to an intrinsic value estimate and to market multiples, rather than one that is obviously overheated. Over 5 years, a 30.3% total return suggests Forestar Group has already rewarded patient shareholders, so any valuation upside now matters more for fresh capital. Recent profit and revenue progress, alongside a focus on liquidity and...

Citigroup (NYSE:C) priced a record-setting $817 million multifamily-only CMBS conduit, the largest of its kind since the global financial crisis. The deal highlights investor appetite for higher-leverage multifamily loans and reinforces Citi's role in competitive commercial real estate lending. Citi also launched a blockchain-powered 24/7 USD Clearing and Token Services solution, using tokenized deposits and a private blockchain. The integrated payments and token services platform has gone...

Principal Financial Group (PFG) heads into its late July earnings release with expectations for higher revenue and a year over year earnings increase, drawing attention from investors tracking insurance sector results. See our latest analysis for Principal Financial Group. At a share price of $109.57, Principal Financial Group has given investors a 22.53% year to date share price return and a 41.64% total shareholder return over the past year, pointing to stronger recent momentum ahead of the...

Market volatility around F&O expiry, geopolitical tension affecting energy markets, and mixed Q1 earnings from companies like HDFC Bank, Adani Total Gas and Bandhan Bank are creating sharp moves in select stocks. Instead of treating the noise as random, you can use it as a filter to spot where pressure might be temporary or where strong business trends are attracting fresh attention. This article unpacks three stocks from our Key Indian Bank and Gas Companies Amid Market Volatility screener,...

Amphenol recently benefited from rising interest in AI data center infrastructure, including its completed CommScope acquisition, and prepared to report its second-quarter 2026 results, while NZS Growth Equity Strategy increased its holdings in the company. Together, these developments highlight how AI-driven data center demand and fund allocations are reinforcing Amphenol’s role in high-speed interconnect and communications infrastructure. We’ll now examine how stronger AI data center...

Everpure has delivered a very large 287.1% return over the past 5 years, yet its valuation signals are split, with a Discounted Cash Flow (DCF) intrinsic value estimate indicating meaningful upside while market multiples lean expensive and the broader checks sit in the middle. A 287.1% 5 year return suggests Everpure has been a strong performer for long term holders, so fresh buyers now have to think carefully about what is already priced in. Expectations for future cash flow can support the...

Abbott Laboratories stock has rebounded sharply in recent weeks after a tough start to the year, and both the Discounted Cash Flow (DCF) intrinsic value estimate and earnings multiple checks currently point to the shares trading at a discount to what the business may be worth. Year to date the share price is still down 19.7%, which means the recent rally has not fully erased earlier losses and may leave room if the current valuation gap closes. On the upside, expectations around higher...

Liberty Latin America stock has surged 50.6% over the past month, yet its valuation checks still lean cheap, which raises the question of whether the recent share price move has fully closed that gap or if the stock continues to trade at a discount. The 50.6% gain over the past month suggests sentiment has shifted quickly, so recent buyers are now relying on that strength to hold or extend. The agreed sale of the company’s stake in Peru based WOW Tel S.A.C. may support capital allocation...

Genuine Parts (GPC) has put solid headline numbers on the board for Q2 2026, with revenue of about US$6.5 billion and basic EPS of US$1.65, alongside net income of US$227.6 million. Trailing 12 month figures show revenue of roughly US$25.1 billion and basic EPS of US$0.24 tied to net income of US$32.8 million. Over recent quarters, revenue has shifted from US$6.0 billion in Q4 2025 to US$6.3 billion in Q1 2026 and US$6.5 billion in Q2 2026. Over the same period, basic EPS moved from a Q4 2025...

Why Westgold Resources stock is back in focus Westgold Resources (ASX:WGX) has released its fourth quarter and full year operating results, giving investors fresh data on gold output and ore volumes ahead of the upcoming Q4 earnings announcement. See our latest analysis for Westgold Resources. Westgold Resources' latest operating update and the completion of its non core asset sale program come after a mixed year for the stock. The share price at A$4.85 has jumped 6.13% over the last day and...

PDD Holdings’ recent trading sessions have been shaped by anticipation ahead of its latest earnings release, with analysts expecting lower EPS but higher revenue versus the prior-year quarter and maintaining a Zacks Rank of #3 (Hold). Options market activity has intensified, with elevated implied volatility in specific call contracts signaling that traders are bracing for a sizeable move around the earnings event. We’ll now explore how this heightened options activity around the upcoming...

Compagnie Générale des Établissements Michelin Société en commandite par actions has partnered with Axens to develop a bio-based green chemistry program. The collaboration includes plans to build a new facility for producing 5-HMF, a key bio-based molecule intended to replace certain petroleum-derived products. The initiative targets lower carbon solutions within chemical supply chains and potential new industrial applications. For investors tracking ENXTPA:ML, this move into bio-based...

Axos Financial Stock Overview Axos Financial (AX) is a US-based consumer and business banking provider with a market value of about US$5.6b. It offers a mix of lending, deposit, and securities services across two primary segments. See our latest analysis for Axos Financial. At a latest share price of US$97.42, Axos Financial’s 10.62% 1 month share price return and 11.49% year to date share price return contrast with a flatter 0.83% 3 month move, while 1 year and multi year total shareholder...

AAR Corp. has released its fourth-quarter and full-year results for the period ended May 31, 2026, reporting sales of US$928.0 million for the quarter and US$3.31 billion for the year, alongside net income of US$50.7 million and US$187.7 million respectively, all higher than the prior year. The sharp rise in full-year earnings per share from continuing operations to US$4.86 diluted, compared with US$0.35 a year earlier, highlights how operational improvements and stronger demand have...

The Hershey Company has expanded its REESE'S portfolio with REESE'S PIECES with Chocolate Cookie, a new U.S. product launched nationwide on July 17, 2026, featuring a crispy chocolate cookie center, creamy peanut butter flavor and the brand's signature candy shell. This is the first U.S. REESE'S PIECES innovation in a decade and targets consumers' growing interest in snacks with more texture and crunch across everyday snacking occasions. We’ll now examine how this long-awaited textured...

Gilead Sciences stock has quietly turned in a strong run over the past five years, yet on traditional valuation checks it still screens as inexpensive relative to its fundamentals. This raises the question of whether the market is fully reflecting that track record and the current news flow. Gilead Sciences has returned 126.8% over 5 years, which puts its recent share price strength front and center in any discussion of value. On the fundamental side, expectations around the HIV portfolio,...

Why Westinghouse Air Brake Technologies is Back on Investors’ Radar Westinghouse Air Brake Technologies (WAB) is drawing attention after its board declared a regular quarterly dividend of $0.31 per share, along with analyst expectations for double-digit growth in upcoming earnings and revenue. See our latest analysis for Westinghouse Air Brake Technologies. Alongside the dividend declaration and earnings expectations, Westinghouse Air Brake Technologies’ share price has climbed 21.85% year to...