- Sticky inflation supports the US dollar, but US Treasury repo suppresses yields; gold hovers around 4600 awaiting Jackson Hole's "tone-setting"
- U.S. Political, Economic Calendar - Week Ahead -2-
- Toronto-Dominion Bank 3Q Return on Common Equity 15.8% >TD
- Toronto-Dominion Bank 3Q Net C$4.62B >TD
- Toronto-Dominion Bank 3Q Adj EPS C$2.77 >TD
- Toronto-Dominion Bank 3Q Canadian Personal and Commercial Banking Net Income Pft C$2.1B >TD
- Dollar Tree 2Q Adj EPS $2.70 >DLTR
- Dollar Tree 2Q Same-Store Sales Up 3.7% >DLTR
- U.S. Political, Economic Calendar - Week Ahead
- On August 27, Baozun released its Q2 2026 financial report and announced an increase in its 2028 non-GAAP operating profit target from 550 million yuan to 700 million yuan, a rise of over 27%. This adjustment sends a clear signal of the ongoing effectiveness of its strategic transformation and the continued improvement of its profitability. Baozun stated that the strategic transformation over recent years has demonstrated the resilience, scalability, and profit potential of its business model.
- On August 27, Baozun released its Q2 2026 financial report. This quarter, Baozun Group’s total net revenue increased by 7% year-on-year to 2.7 billion yuan, and non-GAAP operating profit jumped significantly from 6 million yuan in the same period last year to 74 million yuan. Notably, the non-GAAP operating profit of its e-commerce business reached 107 million yuan, hitting a new second-quarter high since 2022, while revenue from its brand management business grew by 22% year-on-year, further s
- -- Earnings Flash (KDOZ.V) Kidoz Inc. Reports Q2 Revenue $3.3M
- -- Earnings Flash (CSW-A.TO) Corby Spirit and Wine Limited Reports Q4 Revenue C$71.1M
- -- Earnings Flash (CSW-A.TO) Corby Spirit and Wine Limited Posts Q4 Adjusted EPS C$0.26
- HP: For the three and nine months ended July 31, 2026, the company received $127 million in tariff refunds, with an additional $91 million received after the reporting period.
- HP: As of July 31, 2026, the company has applied to recover approximately $300 million of previously paid IEEPA tariffs.
- Citigroup raises Nvidia (NVDA.US) target price from $300 to $315.
- Computacenter Raised to Buy From Add by Peel Hunt
- -- Earnings Flash (BLM.V) BluMetric Environmental Inc. Reports Q3 Revenue C$20.9M
- -- Earnings Flash (SATO.V) SATO Technologies Corp. Reports Q2 Revenue C$1.1M
- -- Earnings Flash (ICGH.V) IC Group Holdings Inc. Reports Q2 Revenue C$8.2M
- -- Earnings Flash (INX.V) Intouch Insight Ltd. Reports Q2 Revenue C$7.0M
- Bilibili Q2 Adjusted Net Profit, Revenue Increase
- Bank of America reaffirms Nvidia (NVDA.US) as its top pick, maintaining a "Buy" rating and a $350 target price. Nvidia currently expects fiscal year 2028 sales to grow by about 70%, significantly above the market consensus estimate of 45%, with demand still exceeding supply. Bank of America has raised its future earnings per share forecast, citing reasons such as the rapid ramp-up of Rubin chip production, ongoing growth in AI revenue per gigawatt, and strong long-term demand. The main pressure
- Canadian Solar Q2 Loss Widens, Revenue Falls; Shares Down Pre-Bell
- Royal Bank of Canada Fiscal Q3 Adjusted Earnings, Revenue Rise
- Bilfinger Raised to Buy From Neutral by UBS
- Nvidia, Salesforce and CrowdStrike Prove It Pays to Bet on the AI Veterans -- Barrons.com
- -- Earnings Flash (CBLU.V) Clear Blue Technologies International Inc. Reports Q2 Revenue C$1.0M
- Mizuho Adjusts Price Target on Veeva Systems to $280 From $270
- -- Earnings Flash (RUM.V) Rocky Mountain Liquor Inc. Reports Q2 Revenue C$9.7M
- Sea Insider Sold Shares Worth $2,302,208, According to a Recent SEC Filing
- -- Earnings Flash (SICO.V) Silverco Mining Ltd. Reports Q2 Revenue C$10.4M
- Sea Insider Sold Shares Worth $482,720, According to a Recent SEC Filing
- Sea Insider Sold Shares Worth $7,204,242, According to a Recent SEC Filing
- Spot gold has just broken through the $4,570.00/oz mark, now trading at $4,569.94/oz, down 0.53% on the day; COMEX gold futures main contract is now at $4,622.60/oz, down 0.66% on the day.
- Spot silver has just broken through the $68.00/ounce level, last quoted at $67.99/ounce, down 0.16% on the day; COMEX silver futures main contract last quoted at $68.00/ounce, down 0.04% on the day.
- Spot platinum has just broken through the $1,820.00/oz mark, last quoted at $1,819.66/oz, down 0.55% on the day; main Nymex platinum futures last quoted at $1,830.7/oz, down 0.75% on the day.
- Bilibili (BILI.US) reported revenue of 7.939 billion yuan for Q2 2026, compared to the market expectation of 7.908 billion yuan and 7.34 billion yuan in the same period last year.
- Bilibili (BILI.US) posts a gross margin of 37.2% for Q2.
- --Earnings Flash (LOT) Lotus Technology Posts H1 Total Revenue $268.1M
- Sea Insider Sold Shares Worth $7,054,265, According to a Recent SEC Filing
- -- Earnings Flash (DMGI.V) DMG Blockchain Solutions Inc. Reports Q3 Revenue C$6.4M
- 2-Yr Benchmark Govt Yields - Germany vs Other Nations
- 10-Yr Benchmark Govt Yields - Germany vs Other Nations
- 2-Yr Benchmark Govt Yields - U.S. vs Other Nations
- 10-Yr Benchmark Govt Yields - U.S. vs Other Nations
- --Earnings Flash (LOT) Lotus Technology Posts H1 Loss $0.23 a Share
- Capital One Adjusts Price Target on CrowdStrike to $253 From $242
- Market Chatter: SoftBank Negotiating Majority 1X Technologies Stake Acquisition
- Why Apple and Microsoft Stocks Are Missing Out on Today's Bumper Tech Rally -- Barrons.com
- Royal Bank Expects Bank of Canada to Hold Policy Rate Steady for Remainder of 2026
- Update: Nvidia Shares Jump Premarket After Fiscal Q2 Adjusted Earnings, Revenue Rise
- --GUIDANCE: (HRL) Hormel Foods Expects Fiscal 2026 Adjusted EPS Range $1.45 - $1.51, vs. FactSet Est of $1.50
- --Earnings Flash (HRL) Hormel Foods Posts Fiscal Q3 Adjusted EPS $0.37, vs. FactSet Est of $0.35
- --GUIDANCE: (HRL) Hormel Foods Expects Fiscal 2026 Sales Range $12.1B - $12.2B, vs. FactSet Est of $12.24B
- --Earnings Flash (CSIQ) Canadian Solar Posts Q2 Loss $1.40 a Share
- -- Earnings Flash (CEI.V) Coelacanth Energy Inc. Reports Q2 Sales C$23.2M
- Royal Bank of Canada Posts Higher Q3 Adjusted Net Income YoY
- -- Earnings Flash (RW.V) Renoworks Software Inc. Reports Q2 Revenue C$1.8M
- -- Earnings Flash (EVGN.V) EverGen Infrastructure Corp. Reports Q2 Revenue C$4.8M
- --Earnings Flash (HRL) Hormel Foods Posts Fiscal Q3 Net Sales $2.96B, vs. FactSet Est of $3.03B
- Royal Bank of Canada: GDP Growth Seen Positive Across Canada, U.S., Euro Area, U.K.
- -- Earnings Flash (RY.TO) Royal Bank of Canada Reports Q3 Revenue C$18.54B, vs. FactSet Est of C$18.20B
- SemiAnalysis founder: By 2028, most of the world's AI computing power will belong to only two companies
- --Earnings Flash (BILI) Bilibili Posts Q2 Revenue 7.94B Renminbi vs FactSet Est of 7.93B Renminbi
- -- Earnings Flash (RY.TO) Royal Bank of Canada Posts Q3 Adjusted EPS C$4.28 vs. FactSet Est of C$4.07
- -- Earnings Flash (CM.TO) Canadian Imperial Bank of Commerce Reports Q3 Revenue C$8.37B, vs. FactSet Est of C$8.06B
- --Earnings Flash (BILI) Bilibili Posts Q2 Adjusted Earnings 1.58 Renminbi per ADS vs FactSet Est of 1.51 Renminbi
- -- Earnings Flash (CM.TO) Canadian Imperial Bank of Commerce Posts Q3 Adjusted EPS C$2.73, vs. FactSet Est of C$2.53
- --Earnings Flash (RY) Royal Bank of Canada Posts Fiscal Q3 Revenue CA$18.54B, vs. FactSet Est of CA$18.20B
- Royal Bank of Canada 3Q Capital Markets Net C$1.54B, Up 16% >RY.T
- --Earnings Flash (NAT) Nordic American Tankers Posts Q2 Net Voyage Revenue $79.3M
- Royal Bank of Canada 3Q Provision for Credit Losses C$1B >RY.T
- Royal Bank of Canada 3Q Wealth Management Net C$1.44B, Up 32% >RY.T
- --Earnings Flash (RY) Royal Bank of Canada Posts Fiscal Q3 Adjusted EPS CA$4.28, vs. FactSet Est of CA$4.07
- Canadian Solar 2Q Rev $1.21B >CSIQ
- Royal Bank of Canada 3Q Commercial Banking Net C$936M, Up 12% >RY.T
- According to Jiji Press, Japan's leading memory chip manufacturer Kioxia Holdings will build a new production facility at its plant in Kitakami, Iwate Prefecture, in northeastern Japan. The company is expected to invest over 1 trillion yen in this new memory chip production facility. Kioxia Holdings President Yuji Ota plans to convey this plan later that day during a meeting with Prime Minister Sanae Takaichi at the Prime Minister's Office in Tokyo. The company currently produces NAND flash chi
- South Africa's Producer Price Index rose by 5.7% year-on-year in July, slowing for the second consecutive month
- The main contract of Brent crude oil futures has just surpassed the $87.00 per barrel mark, last quoted at $87.01 per barrel, up 0.57% on the day.
- Royal Bank of Canada 3Q Preprovision, Pretax Earnings C$8.7B >RY.T
- North American Morning Briefing: Futures Poised for Gains, Nvidia Lifts Sentiment -2-
- Royal Bank of Canada 3Q Personal Banking Net C$1.92B, Down 1% >RY.T
- -- Earnings Flash (CSIQ) Canadian Solar Inc. Reports Q2 Revenue $1.21B, vs. FactSet Est of $1.17B
- -- GUIDANCE: (CSIQ) Canadian Solar Inc. Expects Q3 Revenue Range $1.30B - $1.50B
- --Earnings Flash (NAT) Nordic American Tankers Posts Q2 EPS $0.32 vs. FactSet Est of $0.25
- Market Chatter: Trump Administration Weighs Sweeping Semiconductor Tariffs Despite AI Industry Concerns
- Royal Bank of Canada 3Q Adj EPS C$4.28 >RY
- Royal Bank of Canada 3Q EPS C$4.23 >RY
- Royal Bank of Canada 3Q Rev C$18.54B >RY
- Canadian Solar 2Q Loss/Shr $1.40 >CSIQ
- Royal Bank of Canada 3Q Adjusted ROE 18.1% >RY.T
- Update:Sandisk, Kioxia to Invest Over $31 Billion to Boost AI Chip Output in Japan
- Georgia Power's OpenAI Contract Approved by Georgia PSC
- Rothschild & Co Redburn Raises Nvidia Price Target to $325 From $300
- Stifel Adjusts Price Target on Salesforce to $275 From $250
- Altcoin Bull Phase Could Grow More Interesting if Bitcoin Manages to Hold the $77,700 Price Range
- Bitcoin Options Signal Cautious Outlook Despite 26% Rebound
- US Dollar: Warsh speech keeps markets cautious – ING
