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Today's Key Events (All EST) — 11/04/2026 07:00: US MBA Mortgage Applications 08:15: US ADP Nonfarm Employment Change 08:30: US Trade Balance 09:45: US S&P Services PMI Final 10:00: US ISM Services PMI Before Open 👇 06:00: Owens Corning (OC) 06:00: Qnity Electronics (Q) 06:00: Cenovus Energy (CVE) 06:10: Circle Internet Group (CRCL) 06:15: Vishay Precision Group (VPG) 06:30: CVS Health (CVS) 06:30: Hut 8 (HUT) 06:55: Uber Technologies (UBER) 07:00: Datadog (DDOG) 07:00: McDonald's (MCD) 07:00: GlobalFoundries (GFS) 07:00: Wayfair (W) 07:00: The Kraft Heinz (KHC) 07:15: Vishay Intertechnology (VSH) 07:30: Fidelity National Information Services (FIS) BMO: Novo Nordisk A/S (NVO) BMO: Riot Platforms (RIOT) BMO: Blackstone Secured Lending Fund (BXSL) BMO: SOLS, SWK, GOLF, ADNT, SEDG, TRMB, FLUT, MLM, SHLS, BCO, BRKR, PODD, RPRX, MSGE, BTU, AVT, TRIN After Hours 👇 16:00: Qualcomm Incorporated (QCOM) 16:00: Arm Holdings plc (ARM) 16:00: MercadoLibre (MELI) 16:00: Sunrun (RUN) 16:00: Lumen Technologies (LUMN) 16:05: AppLovin (APP) 16:05: Coherent (COHR) 16:05: Fastly (FSLY) 16:05: Dutch Bros (BROS) 16:05: Caris Life Sciences (CAI) 16:05: Joby Aero (JOBY) 16:05: Zillow Group (Z) 16:05: Aeva Technologies (AEVA) 16:05: Figma (FIG) 16:05: Rapid7 (RPD) 16:10: CAVA Group (CAVA) 16:10: Snap (SNAP) 16:10: Dave (DAVE) 16:10: Rayonier (RYN) 16:15: Fair Isaac (FICO) 16:15: Albemarle (ALB) 16:15: The Goodyear Tire & Rubber (GT) 16:15: 3D Systems (DDD) 16:15: VIAVI Solutions (VIAV) 16:30: Redwire (RDW) 16:30: Coeur Mining (CDE) 17:45: B2Gold (BTG) 18:05: Beyond Meat (BYND) AMC: AMC Entertainment Holdings (AMC) AMC: RVMD, SEZL, VECO, ALGT, CLPR, CYTK, EXPE, PCT, PGEN, PGNY, POWI, AFL, CHYM, OPK, PR, ADMA, AGL, AMSC, APC, BMBL, ECOR, EGHT, ELF, HUBS, MGNI, PACB, RDVT, RGLD, RLAY, SEI, WOLF, WU, BKH, HCI, TPC, TPL, UVV, OTF, PAHC, CGNX, HST, MKSI, REPX, ALL, EFC, NTR, OGC, PAAS, NWE

FED LIFTS PROJECTED RATE PATH ACROSS 2026-2028 The Fed now projects one more hike this year, followed by one cut by the end of 2028. 2026: 4.1% vs 3.8% in June 2027: 4.1% vs 3.6% 2028: 3.9% vs 3.4% Long run: 3.2% vs 3.1% 12 of 18 officials expect another hike this year.

SK HYNIX $SKHY Q2’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $54.6B (Est. $57.7B) 🔴; -5.4% 🔹 Operating Profit: $41.6B (Est. $44.2B) 🔴; 76.3% operating margin 🔹 DRAM ASP: +~30% QoQ 🔹 NAND ASP: +mid-50% QoQ 2026 Market Outlook: 🔹 DRAM Demand Growth: +mid-20% YoY 🔹 NAND Demand Growth: +high-teens% YoY Business Highlights: 🔹 Long-Term Supply Agreements: 10 customers 🔸 Smartphone and PC sales temporarily adjusted on challenges securing memory volumes; growth expected to recover as supply tightness eases 🔸 Big-tech customers expanding infrastructure investment and memory procurement on surging AI service growth and a shortage of computing capacity

Google RAISED its FY26 CapEx guide to $195B-$205B, up from $180B-$190B, citing accelerated capacity deliveries to meet stronger demand. $GOOGL expects only a small portion of revenue from existing TPU system sales agreements to be recognized in 2026, with the vast majority coming in 2027. Due to supply constraints, it will expand the use of third-party capacity in Q3 as a temporary bridge, which is expected to create modest near-term margin pressure.

South Korea 🇰🇷 is tightening rules for leveraged single-stock ETFs and ETNs starting July 31. Retail investors will need roughly $20,300 in cash to open or add to a position, up from about $6,800. Stocks, bonds and other securities will no longer count toward the deposit requirement.

INTEL $INTC Q2’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $16.1B (Est. $14.50B) 🟢; +25% YoY 🔹 Adj. EPS: $0.42 (Est. $0.22) 🟢 🔹 Adj Gross Margin: 41.8% (Est. 39%) 🟢; +1,210bps YoY 🔹Raises FY26 Capex $20B (prior $18B) Q3 Guide: 🔹 Revenue: $15.8B-$16.8B (Est. $15.2B) 🟢 🔹 Non-GAAP EPS: $0.38 (Est. $0.28) 🟢 🔹 GAAP EPS: $0.31 🔹 GAAP Gross Margin: 41.0% 🔹 Non-GAAP Gross Margin: 42.0% Segment Net Revenue: 🔹 CCPG: $8.9B; +13% YoY 🔹 DCAI: $6.3B; +59% YoY 🔹 Total Intel Products: $15.1B; +28% YoY 🔹 Intel Foundry: $5.8B; +31% YoY 🔹 All Other: $0.7B; -33% YoY Other Q2 Metrics: 🔹 Non-GAAP Operating Margin: 17.2% (Est. 10.7%) 🟢; +21.1 ppts YoY 🔹 Operating Cash Flow: $7.0B (Est. $5.23B) 🟢 🔹 Non-GAAP Net Income: $2.2B (Est. $1.15B) 🟢 🔹 GAAP EPS: -$2.16; includes a non-cash mark-to-market charge on Escrowed Shares tied to the U.S. government agreement Comments: 🔸 “Our Q2 results represent our strongest revenue growth in more than fifteen years, enabled by greater speed, accountability, and customer focus.” 🔸 “We delivered a strong second quarter, exceeding our financial guidance on robust demand and improved execution, including volume upside driven by higher factory yields and improved cycle times.”