^{_{Welcome to the TraderTV Live Morning Research Note. Here's what's making major moves in the market today.}}

1400 - US interest rate decision: Expected 3.75%; Prior 3.75%
1400 - FOMC rate statement
1430 - FOMC press conference with Fed Chair Warsh

SK hynix Inc (SKHY)

-1.97%

Trading lower premarket after its Q2 2026 earnings report, the company’s first since its US stock listing earlier this month. The South Korean tech company posted revenue of $54.6 billion and operating profit of $41.6 billion, missing estimates of $57.7 billion and $44.2 billion, respectively; both of these results represented triple-digit-percentage growth on a year-over-year basis. Company management said that they are not expecting immediate oversupply as a result of their investment plans and projected H2 DRAM bit growth to be stronger than that of H1.

Meta Platforms Inc (META)

+0.32%

On watch ahead of its Q2 2026 earnings report, expected to be released at 4:00 PM ET on Wednesday, July 29. Analysts are looking for the company to post earnings of $7.10 per share and revenue of $60.18 billion for the quarter. Additionally, CEO Mark Zuckerberg said that the US should not ban advanced Chinese AI models, arguing such restrictions would not effectively help the US win the AI race. Instead, he urged U.S. companies to focus on identifying and addressing their own competitive weaknesses to better compete with Chinese AI developers.

Microsoft Corp (MSFT)

+0.10%

On watch ahead of its Q4 2026 earnings report, expected to be released at 4:10 PM ET on Wednesday, July 29. Analysts are looking for the company to post earnings of $4.21 per share and revenue of $87.44 billion. Options traders are pricing in a 6.6% post-earnings move for Microsoft, equivalent to roughly $190 billion in market value, which reflects heightened expectations around whether the company’s massive AI investments are delivering returns. The implied move is well above Microsoft's average 4.8% implied and 4.4% actual earnings-related moves over the past 12 quarters.

Bloom Energy Corp (BE)

+10.75%

Gapping up after its Q2 2026 earnings report, with revenue of $1.07 billion and adjusted EPS of $0.78 beating estimates of $827.6 million and $0.41, respectively. Product revenue grew by 215.45 year-over-year to $935.4 million, while adjusted gross margin grew by 604 basis points to 34.3%. The company hiked its FY 2026 non-GAAP EPS outlook to $2.55-$2.85, well above estimates of $2.16, and hiked its revenue outlook to a better-than-expected range of $3.9 billion-$4.2 billion.

SoFi Technologies Inc (SOFI)

-4.11%

Trading lower premarket after its Q2 2026 earnings report. Adjusted earnings of $0.12 per share and revenue of $1.21 billion beat estimates of $0.11 and $1.11 billion, respectively. The company affirmed its FY 2026 adjusted EPS projection of $0.60 and hiked its revenue outlook for the year to $4.75 billion-$4.85 billion; these projections topped analyst estimates of $0.59 and $4.66 billion, respectively. SoFi continues to expect year-over-year member growth of at least 30% for FY 2026.

Oil and Energy Stocks

+4.55%

Trading sharply higher as a group after Iran launched a ballistic missile attack targeting US forces in the Middle East on Tuesday evening, renewing tensions after a brief pause in hostilities. US Central Command said all missiles were intercepted The US and Saudi Arabia later carried out strikes on Iran-aligned militia sites in Iraq in response to more than 30 recent drone attacks.

USO, OXY, CVX, DVN, XOM, COP, TPET, SKYQ, EONR, BATL

Vertiv Holdings Co (VRT)

-11.71%

Gapping down after its Q2 2026 earnings report. Revenue of $3.3 billion missed estimates of $3.38 billion despite representing 24% year-over-year growth, while adjusted EPS grew b y 60% to a better-than-expected $1.52. The company hiked its FY 2026 outlook, with its new adjusted EPS and revenue projections exceeding analyst estimates. For Q3 2026, Vertiv projected revenue of $3.65 billion-$3.85 billion and adjusted EPS of $1.77-$1.83; both of these projections were in-line with analyst estimates.

GlobalFoundries Inc (GFS)

+7.53%

Gapping up after signing a non-binding agreement with the US Commerce Department for an expected $300 million CHIPS R&D award to accelerate US silicon photonics development. The government will also receive an approximately 1% equity stake. The funding will support advanced technologies including optical materials, 3D hybrid bonding, and near/co-packaged optics aimed at improving AI data center infrastructure.

Ford Motor Company (F)

+4.75%

Trading sharply higher premarket after its Q2 2026 earnings report, with revenue of $48.3 billion and adjusted earnings of $0.42 per share beating estimates of $45.86 billion and $0.30, respectively. Adjusted EBIT declined by 26% year-over-year to $1.72 billion, above estimates of $1.31 billion. Ford topped revenue and adjusted EBIT estimates for its Blue, Pro, and Model e segments. The company hiked its FY 2026 adjusted EBIT outlook from $8.5 billion-$10.5 billion to $10 billion-$11 billion and raised its adjusted free cash flow outlook for the same period from $5 billion-$6 billion to $6 billion-$7 billion.

Seagate Technology Holdings PLC (STX)

+6.38%

Gapping up after its Q4 2026 earnings report, with revenue of $3.63 billion and adjusted EPS of $5.71 beating estimates of $3.48 billion and $5.09, respectively. The company’s adjusted gross margin expanded by 1,480 basis points year-over-year to 52.7%. Seagate projected revenue of $4.1 billion, plus or minus $100 million, for Q1 2027, beating estimates of $3.75 billion. Its non-GAAP EPS outlook of $7.30, plus or minus $0.20, for the same period similarly topped estimates of $5.80.

Health Insurance Companies

-0.88%

On watch as a group after the Wall Street Journal reported that the Trump administration plans to let a $3.6 billion Medicare Part D subsidy program expire after 2026, ending financial support that helped insurers limit premium increases for prescription drug plans. Officials argue the subsidies encouraged higher premiums and are no longer needed, though the move could increase costs for millions of Medicare beneficiaries if insurers raise premiums. Separately, Humana is gapping down after its Q2 2026 earnings report; the company beat EPS and revenue estimates, though its FY 2026 revenue outlook of at least $160 billion fell short of the estimated $162.19 billion.

HUM, UNH, CI, OSCR, CVS, MOH

Procter & Gamble Co (PG)

-3.61%

Trading sharply lower premarket after its Q4 2026 earnings report. Revenue of $21.2 billion missed estimates of $21.38 billion, though adjusted earnings of $1.43 per share narrowly beat estimates of $1.41. Organic sales were flat on a year-over-year basis, while the company’s operating margin declined by 220 basis points year-over-year to 18.6.%.

Boston Scientific Corp (BSX)

+3.13%

Trading sharply higher premarket after its Q2 2026 earnings report, with revenue of $5.44 billion and adjusted EPS of $0.86 beating estimates of $5.36 billion and $0.83, respectively. The company projected FY 2026 adjusted EPS between $3.28 and $3.32, below estimates of $3.36; its Q3 2026 EPS outlook of $0.80-$0.82 similarly missed estimate of $0.83.

Lemonade Inc (LMND)

-12.74%

Gapping down after its Q2 2026 earnings report. Revenue of $294.4 million beat estimates of $290.9 million and represented 79% year-over-year growth, while losses of $0.56 per share met estimates. In force premium grew by 32% to $1.43 billion. The company projected stronger-than-expected Q3 2026 revenue, though its FY 2026 revenue outlook of $1.21 billion-$1.22 billion just met estimates of $1.21 billion.

GE Healthcare Technologies Inc (GEHC)

+12.62%

Gapping up after its Q2 2026 earnings report, with revenue of $5.3 billion and adjusted EPS of $1.13 beating estimates of $5.26 billion and $1.04, respectively. Organic orders grew by 11.1% year-over-year. The company affirmed its FY 2026 adjusted EPS outlook of $4.80-$5.00, compared to estimates of $4.87, and continues to expect organic revenue growth of 3% to 4% for the year.

Autonomix Medical Inc (AMIX)

+63.24%

Gapping up after filing to register 857,462 shares for resale tied to Series D warrants with a $5.75 exercise price, representing a potential offering value of $3.72 million. If all warrants are exercised for cash, the company could receive up to $4.9 million in gross proceeds. Autonomix disclosed approximately $5.1 million in cash and 971,043 shares outstanding. The company has a market capitalization of $2.45 million and a float of 500,000 share, approximately 12.3% of which are sold short.