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SpaceX float more than doubles as 140%-of-float share unlock begins

Great Elm Capital GAAP NII of $0.32 misses by $0.03, TII of $10.89M misses by $0.43M

Arcosa misses top-line and bottom-line estimates; suspends FY26 outlook

Clearway targets $2.70 2027 CAFD per share as it cuts 2026 CAFD guidance to $430M-$470M

UWM Holdings Non-GAAP EPS of -$0.23 misses by $0.31, revenue of $888M beats by $193.04M

PacBio forecasts $155M-$165M 2026 revenue while shifting to a leaner structure and pushing SPRQ-Nx adoption

Honeywell Aerospace misses top-line and bottom-line estimates; updates FY26 outlook

Motorola Solutions forecasts $12.975B revenue and $17.62-$17.72 EPS in 2026 while targeting ~170 bps margin expansion

Asian stocks mostly slip amid chipmaker selloff; KOSPI leads regional declines while Australian stocks hit record peak

A.k.a. Brands outlines plan for up to 10 new Princess Polly stores in 2027 while reiterating $625M-$635M FY2026 net sales

Inter & Co reports Q2 results

McEwen Mining GAAP EPS of $0.16 misses by $0.07, revenue of $59.2M misses by $6.31M

Beyond Meat expects Q3 2026 net revenues of $60M-$65M while expanding Beyond Immerse and focusing on Europe and Canada

Honeywell Aerospace anticipates 4% to 5% organic sales growth in 2026 as it resets guidance amid supply constraints

Amplitude expects $407.2M-$411.2M FY2026 revenue as it targets 20%-plus long-term operating margin

Samsung Galaxy Z pre-orders up 30% as Fold 8 lineup paces for record highs

CACI International beats top-line and bottom-line estimates; gives FY 2027 outlook

JPMorgan’s Jamie Dimon warns high market leverage could trigger quick disruption

Joby raises 2026 revenue guidance to $115M-$125M as eIPP flights planned for September

Cardlytics expects Q3 2026 revenue of $34M-$39M while targeting adjusted EBITDA of $0-$3M

Block signals 2026 gross profit of $12.51B with 28% adjusted operating income margin

Equinox Gold beats top-line and bottom-line estimates; updates FY26 outlook

APA beats top-line and bottom-line estimates; raises FY2026 production outlook

FalconStor Software reports Q2 results

Evolus targets $450M-$500M revenue and 13%-15% adjusted EBITDA margin in 2028 while raising 2026 revenue outlook to $330M-$337M

United Bancorporation of Alabama GAAP EPS of $3.71

Chemours outlines 2026 adjusted EBITDA of $775M-$825M as it targets ~3.8x net leverage

Blue Bird targets $400M-$500M-plus adjusted EBITDA long term as Ford chassis collaboration starts in 2028

Sarepta forecasts $1.2B-$1.3B 2026 net product revenue as Cohort 8 12-week data shifts to Q1 2027

Dave projects $725M-$735M 2026 revenue and $17-$17.50 adjusted diluted EPS while increasing second-half marketing

Tutor Perini forecasts 2026 adjusted EPS of $5.15-$5.45 while refinancing cuts annual cash interest by $21M

GRAIL anticipates FDA advisory committee in fall while projecting potential approval in first part of 2027

Celestica prices $3B offering at $310/share; shares fall 12%

Warrior Met Coal signals Blue Creek sales volume of 5M tons for 2026 as it raises full-year volume guidance by 0.5M tons

Thursday’s Economic Calendar

Kinaxis GAAP EPS of $0.76, revenue of $158.7M beats by $5.29M

Fortuna Silver Mines Non-GAAP EPS of $0.25 misses by $0.04, revenue of $318.4M

Moderna gains approval of first-ever mRNA flu vaccine

Information Services declares $0.045 dividend

Texas Pacific Land declares $0.60 dividend

Figma anticipates FY2026 revenue of $1.463B-$1.467B while leaning into investment as AI monetization ramps

Expedia declares $0.48 dividend

Amtech forecasts Q4 revenue of $22.5M-$24M as CEO transition advances amid AI-driven demand

Manulife Financial PFD CL A SER 2 declares $0.2906 dividend

Manulife Financial NON CUM PFD 1 25 declares $0.3713 dividend

Manulife Financial Corporation NONCUM PFD SHS declares $0.323 dividend

Manulife Financial Corporation NON C CL-1 SR-17 declares $0.3464 dividend

Manulife Financial Corporation PFD CL 1 SR-15 declares $0.3609 dividend

Manulife Financial PFD SHS CL 1 S13 declares $0.3968 dividend

Manulife Financial NONCUM PF1 SER11 declares $0.3849 dividend