LiveCast - SquawkNews

10:31:05 UTC

MACRO

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TSM (more) Tsmc: we have strong conviction in AI megatrend - CAPEX in next three years will be more significantly higher than past three yeaSQWK SquawkNews

TSM

10:30:43 UTC

EQUITY

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IIIN insteel industries Inc: continue to monitor developments related to raw material pricingSQWK SquawkNews

IIIN

10:30:29 UTC

EARNINGS

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IIIN Insteel Industries RESULTS: Q3, Q3 net earnings $9M, Q3 sales $197.7M, Q3 EPS $0.46SQWK SquawkNews

IIIN

10:30:17 UTC

EQUITY

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Nvidia CEO Huang: We Are At The Beginning Of The CycleSQWK SquawkNews

QQQ

10:30:01 UTC

GEOPOLITICS

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TSM - US dept of commerce: Trump administration secures an additional $100B Semiconductor manufacturing investment for a total of $265B fromSQWK SquawkNews

TSM

10:27:25 UTC

EARNINGS

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UNH (more) unitedhealth sees FY adj EPS $19.50 to $20, saw above $18.25SQWK SquawkNews

UNH

10:27:23 UTC

EQUITY

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TSM Q2 surges 77% to T$706.6B versus forecast of T$632.6B; raises capital spending target for this year by up to 14% to range of $60B-$64B cSQWK SquawkNews

TTSM

10:26:16 UTC

EARNINGS

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GE Aerospace Q2 2026 EarningsSQWK SquawkNews

10:26:13 UTC

EARNINGS

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GE Aerospace sees FY adj EPS $7.65 to $7.85, saw $7.10 to $7.40SQWK SquawkNews

10:25:54 UTC

EARNINGS

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GE Aerospace Raises FY2026 Adj EPS Guidance from $7.10-$7.40 to $7.65-$7.85 vs $7.58 EstSQWK SquawkNews

10:25:37 UTC

EARNINGS

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BHP's Transition Issues, Slashed Copper Targets and Strike Challenge New CEOSQWK SquawkNews

BHP

10:25:35 UTC

RATES

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SPY The bull-bear spread in the American Association of Individual Investors (AAII) weekly survey was 12% vs -0.9% last week. Bulls rise toSQWK SquawkNews

SPY

10:24:25 UTC

EARNINGS

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$GE GE Aerospace Q2 EarningsSQWK SquawkNews

10:23:04 UTC

RATES

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CFG Citizens Financial RESULTS: Q2, Q2 Net Income $587M, Q2 EPS $1.3, Q2 REV $2.283B vs. EST $2.248B, Q2 credit loss provision $134M, CitizeSQWK SquawkNews

CFG

10:22:30 UTC

EARNINGS

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GE - GE Aerospace Q2 ADJ EPS $2.02 vs EST $1.86 - GE Aerospace (GE) FY2026 shr view $7.57, REV view $48.77BSQWK SquawkNews

10:22:29 UTC

EARNINGS

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Citizens Financial reports Q2 EPS $1.38, consensus $1.25SQWK SquawkNews

CFG

10:21:58 UTC

EARNINGS

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UBER DELHY Uber Announces Acquisition Offer for Delivery Hero -- Cash consideration of EUR41.50 per share offered to all Delivery Hero shareSQWK SquawkNews

UBER

10:20:05 UTC

EARNINGS

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UNH +6.5% premarket after Co raises 2026 profit forecastSQWK SquawkNews

UNH

10:19:28 UTC

RATES

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UNH Unitedhealth RESULTS: Q2, Q2 Medical Care ratio 86.7% vs EST 88.47%, Q2 REV $112.03B vs EST $110.85B, Q2 ADJ EPS $6.38 vs EST $4.90, UniSQWK SquawkNews

UNH

10:06:23 UTC

EARNINGS

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Lucid Stock, Down About 44% This Year, Skyrockets Over 28% After CEO Goes on the Offensive Against Bankruptcy Report: 'So Far From the FactsSQWK SquawkNews

LCID

10:06:08 UTC

EQUITY

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JPMorgan Raises Corning Target Price To $200 From $185SQWK SquawkNews

10:05:36 UTC

EQUITY

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UnitedHealth raises FY26 adjusted EPS view to $19.50-$20.00 from over $18.25SQWK SquawkNews

UNH

10:04:09 UTC

CENTRAL_BANK

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Elizabeth Warren Grills Fed Chair Kevin Warsh Over Stanley Druckenmiller Ties: 'Who Gave You $100 Million?'SQWK SquawkNews

BAC

10:02:39 UTC

EQUITY

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Commerce Bancshares reports Q2 EPS $1.10, consensus $1.04SQWK SquawkNews

CBSH

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