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What We're Watching Today

Econ Calendar Fri 7/10/26Baker Hughes Rig Count 1:00 PM ET
Wall St futures mixed ahead of SK Hynix listing; Middle East in focus
Iran says it hits U.S. military targets in Gulf, buries slain leader Khamenei - Reuters
U.S. to continue ‘technical talks’ with Iran after Trump said ceasefire was ‘over’ - CNBC
Iran Hatched Fresh Plot to Kill Trump, Israel Told U.S. - WSJ
Mitch McConnell's health absence a mystery with US Senate poised to return - Reuters
The Chaotic Sweepstakes to Replace Graham Platner Has Begun - WSJ
Trump Fires Democrats on Election Commission, Republican Resigns - BBG
Trump makes the stock market his scoreboard, but many Americans aren't even in the game - Reuters
Work on Trump’s E. Jean Carroll Defamation Case Divides Sullivan & Cromwell - WSJ
New Fed task force members share Chairman Kevin Warsh’s embrace of AI - CNBC
Kevin Warsh names members of his Federal Reserve task forces, including Marc Andreessen, Doug McMillon
Ukraine escalates attacks on tankers near Crimea as Russian fuel shortages bite - CNBC
Ukraine’s Drones Are Now Reaching Siberia and Imperiling Russian Energy Assets - WSJ
Russia evades Ukraine electrical substation defences with small, unjammable drones - Reuters
Putin likely to escalate Ukraine war, despite Trump peace push, sources say
Inside NATO’s extraordinary 48 hours that revealed Trump’s grip on global diplomacy - CNBC
EU to Allow Ukraine to Buy UK Weapons With its €60 Billion Loan - BBG
Andy Burnham poised to become Britain's next PM after most Labour lawmakers support him - Reuters
EU regulators hit US wall in quest for private credit data - Reuters
ECB's Lagarde says she is not a French presidential candidate but will advocate for EU
Bank of England's Pill says interest rates will need to rise - Reuters
China temporarily bans helium exports as US-Iran tensions flare again
China's Xi meets North Korea's premier ahead of treaty anniversary - Reuters
Takaichi's pension pivot seeks to reverse Abe-era outpouring of Japanese capital - Reuters
Yen climbs as Japan lures pension funds into domestic assets - Reuters
Sterling climbs to one-month high as dollar dips as markets weigh rate hikes _ Reuters
Gold set for weekly loss as US-Iran tensions fuel rate-hike fears _ Reuters
Oil heads for weekly gains as Middle East supply risks persist - Reuters
$CRCL (+12.4% pre) Stablecoin Firm Circle Gets Approval for Coveted US Bank Charter
$SKHY Chip giant SK Hynix raises $26.5 billion in blockbuster US share offering
$CCC (+9.3% pre) CCC Intelligent Solutions Jumps on Report of Potential Sale Process
$NFLX (+0.1% pre) Netflix Is Exploring Live TV and Bundles as It Struggles to Keep Viewers Hooked - WSJ
$META (+3.3% pre) Meta found to breach EU laws with ‘addictive’ Instagram, Facebook designs
$AMZN $GOOG $GOOGL $MSFT $ORCL UK to regulate cloud service providers Microsoft, Google and others to protect financial stability
EasyJet pops 13% as airline weighs $7.7 billion rival takeover bid from Apollo - CNBC
Volkswagen to Slash Half Its Models as Sales Fall - NYT
$LAES (-0.7% pre) SEALSQ and Quobly sign $5M deal for quantum computing security
$JPM (+0.4% pre) JPMorgan Builds AI Agents That Beat 60/40 Portfolio in Backtests - BBG
$SCHW (+0.8% pre) How Charles Schwab Turbocharged Trump’s Stock-Trading Frenzy - WSJ
Shein Is Said to Move Ahead With Preparations for HK IPO - BBG
Tencent eyes top stake in AI startup Manus as Meta forced to unwind $2B deal: report
Qatari negotiators said to be in Iran in an effort to de-escalate tesions and create conditions for broader negotiations to continue; talks conducted in coordination with US - press
$INMD (+1.4% pre) InMode confirms unsolicited acquisition bid from Steel Partners
$JEM (-37.5% pre) 707 Cayman Holdings to Effect Share Consolidation on July 14, 2026
OpenAI’s GPT-5.6 Lands With Work Agents And A Desktop Pivot - Forbes
$GOOG $GOOGL OpenAI and Google sell AI models to blacklisted China groups - FT
$BA (+0.5% pre) Boeing Unveils New 737 Line as Industry Drives to Boost Output
$VOD (+13.1% pre) French tycoon Niel becomes Vodafone's top shareholder in $6 billion deal
$PYPL (+0.4% pre) SoftBank, PayPay in talks to invest in Seven & i, Bloomberg reports
$SEI (+4.1% pre) Solaris Energy Infrastructure Set to Join S&P SmallCap 600
$WDFC (+16.1% pre) WD-40 Co. (WDFC) Tops Q3 EPS by 76c; offers guidance
$BKD (-5.2% pre) Brookdale Senior Living reports Q2 and June 2026 occupancy
$DAL (-0.5% pre) Delta sees record revenue on higher fares, but fuel costs cut into profit
Top Earnings Fri 7/10 Aft: None
Top Earnings Mon 7/13 Pre: $LGPS
$ABVX (+0.6% pre) Abivax $920 million cash haul lets it prepare for solo U.S. launch instead of relying on a buyer, CEO tells CNBC
$CMND (-1.4% pre) Clearmind Medicine submits response to HHS addiction treatment RFI
$VYNE (-7.5% pre) VYNE Therapeutics Declares Special Cash Dividend in Connection with the Proposed Merger with Yarrow Bioscience
$OWL (+0.6% pre) $UBS helped trigger exodus from Blue Owl private credit fund
$PERF (+9.8% pre) Perfect Corp. Enters into a Definitive Agreement for a Going-Private Transaction
Upgrades 7/10: $CUBE $FOXA $IBCP $JXN $MT $SHOP $STX $TOL $TWLO $WY
Downgrades 7/10: $BYRN $CNO $CZEI $ENIC $LAMR $PEP $PSA $R $TRV
+Initiations 7/10: $ACOG $AGCO $AMPX $BTSG $DLR $EQIX $HLI $HNVR $HYMC $TRV $XFOR
$FRMI (-13.4% pre) Fermi Inc. prices $375M convertible notes at 5% due 2031
$SILO (-19.0% pre) Silo Pharma Announces up to $11.7 Million Private Placement Priced At-The-Market Under Nasdaq Rules
Top Analyst/Investor Calls: $CORT
Top Conferences: o Piper Sandler Ophthalmology Symposium