Newsquawk Daily US Earnings Estimates - 4th August 2026: SPCX, AMD, CAT, MRK, ANET, AMGN, MCD
S&P 500
Qnity Electronics Inc. (Q) EPS (exp. 1.07), Revenue (exp. 1.36bln), Next Qtr. EPS (exp. 1.06), Next Qtr. Rev. (exp. 1.39bln), Current FY EPS (exp. 4.19), Current FY Rev. (exp. 5.38bln), Next FY EPS (exp. 4.90), Next FY Rev. (exp. 5.90bln) 11:00BST/06:00EDT
Archer-Daniels-Midland Company (ADM) EPS (exp. 1.49), Revenue (exp. 22.75bln), Next Qtr. EPS (exp. 1.31), Next Qtr. Rev. (exp. 22.25bln), Current FY EPS (exp. 4.82), Current FY Rev. (exp. 85.76bln), Next FY EPS (exp. 5.61), Next FY Rev. (exp. 89.72bln) 11:00BST/06:00EDT
Ball (BALL) EPS (exp. 0.99), Revenue (exp. 3.69bln), Next Qtr. EPS (exp. 1.07), Next Qtr. Rev. (exp. 3.65bln), Current FY EPS (exp. 4.01), Current FY Rev. (exp. 14.50bln), Next FY EPS (exp. 4.52), Next FY Rev. (exp. 14.99bln) 11:00BST/06:00EDT
DuPont de Nemours (DD) EPS (exp. 1.76), Revenue (exp. 1.81bln), Next Qtr. EPS (exp. 1.94), Next Qtr. Rev. (exp. 1.87bln), Current FY EPS (exp. 7.15), Current FY Rev. (exp. 7.16bln), Next FY EPS (exp. 7.88), Next FY Rev. (exp. 7.44bln) 11:00BST/06:00EDT
Henry Schein (HSIC) EPS (exp. 1.24), Revenue (exp. 3.37bln), Next Qtr. EPS (exp. 1.37), Next Qtr. Rev. (exp. 3.45bln), Current FY EPS (exp. 5.35), Current FY Rev. (exp. 13.74bln), Next FY EPS (exp. 5.90), Next FY Rev. (exp. 14.25bln) 11:00BST/06:00EDT
Gartner (IT) EPS (exp. 3.76), Revenue (exp. 1.65bln), Next Qtr. EPS (exp. 2.70), Next Qtr. Rev. (exp. 1.50bln), Current FY EPS (exp. 13.69), Current FY Rev. (exp. 6.43bln), Next FY EPS (exp. 15.38), Next FY Rev. (exp. 6.72bln) 11:00BST/06:00EDT
Leidos Holdings (LDOS) EPS (exp. 2.91), Revenue (exp. 4.44bln), Next Qtr. EPS (exp. 3.17), Next Qtr. Rev. (exp. 4.72bln), Current FY EPS (exp. 12.33), Current FY Rev. (exp. 18.24bln), Next FY EPS (exp. 13.08), Next FY Rev. (exp. 19.08bln) 11:00BST/06:00EDT
Revvity Inc. (RVTY) EPS (exp. 1.21), Revenue (exp. 703mln), Next Qtr. EPS (exp. 1.31), Next Qtr. Rev. (exp. 688mln), Current FY EPS (exp. 5.24), Current FY Rev. (exp. 2.83bln), Next FY EPS (exp. 5.81), Next FY Rev. (exp. 2.98bln) 11:00BST/06:00EDT
Waters (WAT) EPS (exp. 3.01), Revenue (exp. 1.62bln), Next Qtr. EPS (exp. 4.00), Next Qtr. Rev. (exp. 1.75bln), Current FY EPS (exp. 14.52), Current FY Rev. (exp. 6.44bln), Next FY EPS (exp. 16.46), Next FY Rev. (exp. 7.10bln) 11:00BST/06:00EDT
Apollo Global Management Inc. (APO) EPS (exp. 2.16), Revenue (exp. 5.65bln), Next Qtr. EPS (exp. 2.29), Next Qtr. Rev. (exp. 5.92bln), Current FY EPS (exp. 8.85), Current FY Rev. (exp. 23.23bln), Next FY EPS (exp. 10.67), Next FY Rev. (exp. 26.87bln) 11:30BST/06:30EDT
Caterpillar (CAT) EPS (exp. 6.22), Revenue (exp. 19.34bln), Next Qtr. EPS (exp. 6.50), Next Qtr. Rev. (exp. 19.68bln), Current FY EPS (exp. 24.78), Current FY Rev. (exp. 77.01bln), Next FY EPS (exp. 30.46), Next FY Rev. (exp. 85.23bln) 11:30BST/06:30EDT
IDEXX Laboratories (IDXX) EPS (exp. 3.94), Revenue (exp. 1.20bln), Next Qtr. EPS (exp. 3.77), Next Qtr. Rev. (exp. 1.19bln), Current FY EPS (exp. 14.65), Current FY Rev. (exp. 4.71bln), Next FY EPS (exp. 16.56), Next FY Rev. (exp. 5.12bln) 11:30BST/06:30EDT
Kimberly-Clark (KMB) EPS (exp. 2.01), Revenue (exp. 4.22bln), Next Qtr. EPS (exp. 1.80), Next Qtr. Rev. (exp. 4.26bln), Current FY EPS (exp. 7.52), Current FY Rev. (exp. 16.85bln), Next FY EPS (exp. 7.54), Next FY Rev. (exp. 17.59bln) 11:30BST/06:30EDT
Merck & Co. Inc. (MRK) EPS (exp. -0.27), Revenue (exp. 16.37bln), Next Qtr. EPS (exp. 2.27), Next Qtr. Rev. (exp. 17.29bln), Current FY EPS (exp. 2.76), Current FY Rev. (exp. 66.83bln), Next FY EPS (exp. 9.61), Next FY Rev. (exp. 70.15bln) 11:30BST/06:30EDT
Zebra Technologies (ZBRA) EPS (exp. 4.36), Revenue (exp. 1.50bln), Next Qtr. EPS (exp. 4.53), Next Qtr. Rev. (exp. 1.50bln), Current FY EPS (exp. 18.57), Current FY Rev. (exp. 6.07bln), Next FY EPS (exp. 20.58), Next FY Rev. (exp. 6.38bln) 11:30BST/06:30EDT
Marathon Petroleum (MPC) EPS (exp. 14.27), Revenue (exp. 40.87bln), Next Qtr. EPS (exp. 16.42), Next Qtr. Rev. (exp. 40.71bln), Current FY EPS (exp. 40.00), Current FY Rev. (exp. 157.19bln), Next FY EPS (exp. 29.21), Next FY Rev. (exp. 146.80bln) 11:45BST/06:45EDT
Aptiv (APTV) EPS (exp. 1.42), Revenue (exp. 3.31bln), Next Qtr. EPS (exp. 1.60), Next Qtr. Rev. (exp. 3.30bln), Current FY EPS (exp. 5.91), Current FY Rev. (exp. 13.27bln), Next FY EPS (exp. 6.77), Next FY Rev. (exp. 13.58bln) 11:45BST/06:45EDT
Pfizer Inc. (PFE) EPS (exp. 0.68), Revenue (exp. 14.40bln), Next Qtr. EPS (exp. 0.82), Next Qtr. Rev. (exp. 16.15bln), Current FY EPS (exp. 2.94), Current FY Rev. (exp. 61.78bln), Next FY EPS (exp. 2.84), Next FY Rev. (exp. 59.29bln) 11:45BST/06:45EDT
Kimco Realty (KIM) EPS (exp. 0.20), Revenue (exp. 544mln), Next Qtr. EPS (exp. 0.20), Next Qtr. Rev. (exp. 550mln), Current FY EPS (exp. 0.82), Current FY Rev. (exp. 2.20bln), Next FY EPS (exp. 0.85), Next FY Rev. (exp. 2.29bln) 11:50BST/06:50EDT
AMETEK Inc. (AME) EPS (exp. 1.99), Revenue (exp. 1.95bln), Next Qtr. EPS (exp. 2.05), Next Qtr. Rev. (exp. 2.01bln), Current FY EPS (exp. 8.15), Current FY Rev. (exp. 8.02bln), Next FY EPS (exp. 8.84), Next FY Rev. (exp. 8.49bln) 11:55BST/06:55EDT
Broadridge Financial Solutions Inc. (BR) EPS (exp. 3.76), Revenue (exp. 2.17bln), Next Qtr. EPS (exp. 1.51), Next Qtr. Rev. (exp. 1.63bln), Current FY EPS (exp. 9.55), Current FY Rev. (exp. 7.43bln), Next FY EPS (exp. 10.40), Next FY Rev. (exp. 7.77bln) 12:00BST/07:00EDT
Duke Energy (DUK) EPS (exp. 1.30), Revenue (exp. 7.66bln), Next Qtr. EPS (exp. 1.93), Next Qtr. Rev. (exp. 8.98bln), Current FY EPS (exp. 6.70), Current FY Rev. (exp. 33.62bln), Next FY EPS (exp. 7.17), Next FY Rev. (exp. 35.09bln) 12:00BST/07:00EDT
McDonald's (MCD) EPS (exp. 3.32), Revenue (exp. 7.13bln), Next Qtr. EPS (exp. 3.43), Next Qtr. Rev. (exp. 7.41bln), Current FY EPS (exp. 12.91), Current FY Rev. (exp. 28.39bln), Next FY EPS (exp. 14.07), Next FY Rev. (exp. 30.01bln) 12:00BST/07:00EDT
Rockwell Automation Inc. (ROK) EPS (exp. 3.38), Revenue (exp. 2.24bln), Next Qtr. EPS (exp. 3.56), Next Qtr. Rev. (exp. 2.37bln), Current FY EPS (exp. 13.03), Current FY Rev. (exp. 8.97bln), Next FY EPS (exp. 14.60), Next FY Rev. (exp. 9.48bln) 12:00BST/07:00EDT
NRG Energy Inc. (NRG) EPS (exp. 1.69), Revenue (exp. 7.31bln), Next Qtr. EPS (exp. 3.06), Next Qtr. Rev. (exp. 8.95bln), Current FY EPS (exp. 9.21), Current FY Rev. (exp. 34.43bln), Next FY EPS (exp. 11.22), Next FY Rev. (exp. 35.63bln) 12:00BST/07:00EDT
TransDigm Group (TDG) EPS (exp. 10.30), Revenue (exp. 2.68bln), Next Qtr. EPS (exp. 11.64), Next Qtr. Rev. (exp. 2.88bln), Current FY EPS (exp. 40.04), Current FY Rev. (exp. 10.38bln), Next FY EPS (exp. 47.00), Next FY Rev. (exp. 11.36bln) 12:15BST/07:15EDT
Cummins Inc. (CMI) EPS (exp. 7.21), Revenue (exp. 9.33bln), Next Qtr. EPS (exp. 7.99), Next Qtr. Rev. (exp. 9.63bln), Current FY EPS (exp. 29.28), Current FY Rev. (exp. 37.24bln), Next FY EPS (exp. 34.20), Next FY Rev. (exp. 40.33bln) 12:30BST/07:30EDT
Fidelity National Information Services Inc. (FIS) EPS (exp. 1.47), Revenue (exp. 3.38bln), Next Qtr. EPS (exp. 1.65), Next Qtr. Rev. (exp. 3.52bln), Current FY EPS (exp. 6.28), Current FY Rev. (exp. 13.79bln), Next FY EPS (exp. 6.85), Next FY Rev. (exp. 14.42bln) 12:30BST/07:30EDT
Public Service Enterprise Group Inc. (PEG) EPS (exp. 0.79), Revenue (exp. 2.66bln), Next Qtr. EPS (exp. 1.19), Next Qtr. Rev. (exp. 3.22bln), Current FY EPS (exp. 4.38), Current FY Rev. (exp. 12.56bln), Next FY EPS (exp. 4.68), Next FY Rev. (exp. 12.99bln) 12:30BST/07:30EDT
W.W. Grainger Inc. (GWW) EPS (exp. 11.30), Revenue (exp. 4.96bln), Next Qtr. EPS (exp. 11.78), Next Qtr. Rev. (exp. 5.00bln), Current FY EPS (exp. 45.67), Current FY Rev. (exp. 19.47bln), Next FY EPS (exp. 50.43), Next FY Rev. (exp. 20.80bln) 13:00BST/08:00EDT
Sysco (SYY) EPS (exp. 1.51), Revenue (exp. 21.95bln), Next Qtr. EPS (exp. 1.19), Next Qtr. Rev. (exp. 21.92bln), Current FY EPS (exp. 4.59), Current FY Rev. (exp. 84.37bln), Next FY EPS (exp. 4.94), Next FY Rev. (exp. 88.01bln) 13:00BST/08:00EDT
Progressive (PGR) EPS (exp. 3.65), Revenue (exp. 22.23bln), Next Qtr. EPS (exp. 4.07), Next Qtr. Rev. (exp. 20.34bln), Current FY EPS (exp. 17.49), Current FY Rev. (exp. 88.13bln), Next FY EPS (exp. 16.20), Next FY Rev. (exp. 92.93bln) 13:15BST/08:15EDT
Expeditors International of Washington Inc. (EXPD) EPS (exp. 1.69), Revenue (exp. 2.91bln), Next Qtr. EPS (exp. 1.83), Next Qtr. Rev. (exp. 3.09bln), Current FY EPS (exp. 6.90), Current FY Rev. (exp. 11.82bln), Next FY EPS (exp. 7.05), Next FY Rev. (exp. 12.24bln) 13:30BST/08:30EDT
Pinnacle West Capital Corp (PNW) EPS (exp. 1.46), Revenue (exp. 1.40bln), Next Qtr. EPS (exp. 3.16), Next Qtr. Rev. (exp. 1.85bln), Current FY EPS (exp. 4.75), Current FY Rev. (exp. 5.54bln), Next FY EPS (exp. 5.56), Next FY Rev. (exp. 5.95bln) 13:35BST/08:35EDT
Paramount Skydance (PSKY) EPS (exp. 0.16), Revenue (exp. 6.87bln), Next Qtr. EPS (exp. 0.21), Next Qtr. Rev. (exp. 7.01bln), Current FY EPS (exp. 0.62), Current FY Rev. (exp. 29.87bln), Next FY EPS (exp. 0.83), Next FY Rev. (exp. 30.37bln) 21:00BST/16:00EDT
Amgen Inc. (AMGN) EPS (exp. 5.62), Revenue (exp. 9.43bln), Next Qtr. EPS (exp. 5.78), Next Qtr. Rev. (exp. 9.69bln), Current FY EPS (exp. 22.36), Current FY Rev. (exp. 37.74bln), Next FY EPS (exp. 23.42), Next FY Rev. (exp. 38.74bln) 21:00BST/16:00EDT
Gilead Sciences Inc. (GILD) EPS (exp. -7.26), Revenue (exp. 7.40bln), Next Qtr. EPS (exp. 2.20), Next Qtr. Rev. (exp. 7.80bln), Current FY EPS (exp. -0.75), Current FY Rev. (exp. 30.42bln), Next FY EPS (exp. 9.65), Next FY Rev. (exp. 32.36bln) 21:00BST/16:00EDT
Booking Holdings Inc. (BKNG) EPS (exp. 2.43), Revenue (exp. 7.19bln), Next Qtr. EPS (exp. 4.52), Next Qtr. Rev. (exp. 9.71bln), Current FY EPS (exp. 10.45), Current FY Rev. (exp. 29.33bln), Next FY EPS (exp. 12.32), Next FY Rev. (exp. 32.04bln) 21:00BST/16:00EDT
Wynn Resorts (WYNN) EPS (exp. 0.99), Revenue (exp. 1.83bln), Next Qtr. EPS (exp. 0.97), Next Qtr. Rev. (exp. 1.84bln), Current FY EPS (exp. 4.52), Current FY Rev. (exp. 7.48bln), Next FY EPS (exp. 5.09), Next FY Rev. (exp. 7.76bln) 21:00BST/16:00EDT
DaVita Inc. (DVA) EPS (exp. 3.88), Revenue (exp. 3.50bln), Next Qtr. EPS (exp. 3.92), Next Qtr. Rev. (exp. 3.53bln), Current FY EPS (exp. 14.88), Current FY Rev. (exp. 14.09bln), Next FY EPS (exp. 17.33), Next FY Rev. (exp. 14.52bln) 21:05BST/16:05EDT
Emerson Electric Co. (EMR) EPS (exp. 1.68), Revenue (exp. 4.80bln), Next Qtr. EPS (exp. 1.83), Next Qtr. Rev. (exp. 5.10bln), Current FY EPS (exp. 6.51), Current FY Rev. (exp. 18.82bln), Next FY EPS (exp. 7.20), Next FY Rev. (exp. 19.85bln) 21:05BST/16:05EDT
Arista Networks Inc (ANET) EPS (exp. 0.89), Revenue (exp. 2.83bln), Next Qtr. EPS (exp. 0.92), Next Qtr. Rev. (exp. 2.95bln), Current FY EPS (exp. 3.64), Current FY Rev. (exp. 11.62bln), Next FY EPS (exp. 4.47), Next FY Rev. (exp. 14.40bln) 21:05BST/16:05EDT
Devon Energy (DVN) EPS (exp. 1.40), Revenue (exp. 6.01bln), Next Qtr. EPS (exp. 1.18), Next Qtr. Rev. (exp. 6.56bln), Current FY EPS (exp. 4.91), Current FY Rev. (exp. 22.91bln), Next FY EPS (exp. 5.27), Next FY Rev. (exp. 26.27bln) 21:05BST/16:05EDT
Jacobs Solutions Inc. (J) EPS (exp. 1.83), Revenue (exp. 2.40bln), Next Qtr. EPS (exp. 2.13), Next Qtr. Rev. (exp. 2.53bln), Current FY EPS (exp. 7.23), Current FY Rev. (exp. 9.50bln), Next FY EPS (exp. 8.27), Next FY Rev. (exp. 10.11bln) 21:10BST/16:10EDT
Assurant Inc. (AIZ) EPS (exp. 5.17), Revenue (exp. 3.43bln), Next Qtr. EPS (exp. 4.44), Next Qtr. Rev. (exp. 3.47bln), Current FY EPS (exp. 21.06), Current FY Rev. (exp. 13.90bln), Next FY EPS (exp. 22.44), Next FY Rev. (exp. 14.68bln) 21:15BST/16:15EDT
Healthpeak Properties Inc. (DOC) EPS (exp. 0.03), Revenue (exp. 726mln), Next Qtr. EPS (exp. 0.02), Next Qtr. Rev. (exp. 728mln), Current FY EPS (exp. 0.33), Current FY Rev. (exp. 2.97bln), Next FY EPS (exp. 0.10), Next FY Rev. (exp. 3.13bln) 21:15BST/16:15EDT
International Flavors & Fragrances Inc. (IFF) EPS (exp. 1.07), Revenue (exp. 2.62bln), Next Qtr. EPS (exp. 1.10), Next Qtr. Rev. (exp. 2.64bln), Current FY EPS (exp. 4.38), Current FY Rev. (exp. 10.43bln), Next FY EPS (exp. 4.65), Next FY Rev. (exp. 10.32bln) 21:15BST/16:15EDT
Mosaic Company (MOS) EPS (exp. 0.12), Revenue (exp. 3.10bln), Next Qtr. EPS (exp. 0.23), Next Qtr. Rev. (exp. 3.46bln), Current FY EPS (exp. 0.69), Current FY Rev. (exp. 12.63bln), Next FY EPS (exp. 1.81), Next FY Rev. (exp. 12.72bln) 21:15BST/16:15EDT
Advanced Micro Devices Inc. (AMD) EPS (exp. 1.62), Revenue (exp. 11.31bln), Next Qtr. EPS (exp. 1.88), Next Qtr. Rev. (exp. 12.53bln), Current FY EPS (exp. 7.50), Current FY Rev. (exp. 50.14bln), Next FY EPS (exp. 13.79), Next FY Rev. (exp. 79.41bln) 21:15BST/16:15EDT
Prudential Financial Inc. (PRU) EPS (exp. 3.50), Revenue (exp. 14.36bln), Next Qtr. EPS (exp. 3.41), Next Qtr. Rev. (exp. 14.88bln), Current FY EPS (exp. 13.82), Current FY Rev. (exp. 59.15bln), Next FY EPS (exp. 14.60), Next FY Rev. (exp. 60.08bln) 21:20BST/16:20EDT
NASDAQ 100
IDEXX Laboratories (IDXX) EPS (exp. 3.94), Revenue (exp. 1.20bln), Next Qtr. EPS (exp. 3.77), Next Qtr. Rev. (exp. 1.19bln), Current FY EPS (exp. 14.65), Current FY Rev. (exp. 4.71bln), Next FY EPS (exp. 16.56), Next FY Rev. (exp. 5.12bln) 11:30BST/06:30EDT
Space Exploration Technologies Corp. (SPCX) EPS (exp. -0.23), Revenue (exp. 6.88bln), Next Qtr. EPS (exp. 0.08), Next Qtr. Rev. (exp. 11.85bln), Current FY EPS (exp. -0.35), Current FY Rev. (exp. 38.84bln), Next FY EPS (exp. 0.70), Next FY Rev. (exp. 72.77bln) AMC
Amgen (AMGN) EPS (exp. 5.62), Revenue (exp. 9.43bln), Next Qtr. EPS (exp. 5.78), Next Qtr. Rev. (exp. 9.69bln), Current FY EPS (exp. 22.36), Current FY Rev. (exp. 37.74bln), Next FY EPS (exp. 23.42), Next FY Rev. (exp. 38.74bln) 21:00BST/16:00EDT
Gilead Sciences (GILD) EPS (exp. -7.26), Revenue (exp. 7.40bln), Next Qtr. EPS (exp. 2.20), Next Qtr. Rev. (exp. 7.80bln), Current FY EPS (exp. -0.75), Current FY Rev. (exp. 30.42bln), Next FY EPS (exp. 9.65), Next FY Rev. (exp. 32.36bln) 21:00BST/16:00EDT
Booking Holdings (BKNG) EPS (exp. 2.43), Revenue (exp. 7.19bln), Next Qtr. EPS (exp. 4.52), Next Qtr. Rev. (exp. 9.71bln), Current FY EPS (exp. 10.45), Current FY Rev. (exp. 29.33bln), Next FY EPS (exp. 12.32), Next FY Rev. (exp. 32.04bln) 21:00BST/16:00EDT
Astera Labs Inc. (ALAB) EPS (exp. 0.69), Revenue (exp. 361mln), Next Qtr. EPS (exp. 0.79), Next Qtr. Rev. (exp. 412mln), Current FY EPS (exp. 3.03), Current FY Rev. (exp. 1.55bln), Next FY EPS (exp. 4.71), Next FY Rev. (exp. 2.26bln) 21:05BST/16:05EDT
Advanced Micro Devices Inc. (AMD) EPS (exp. 1.62), Revenue (exp. 11.31bln), Next Qtr. EPS (exp. 1.88), Next Qtr. Rev. (exp. 12.53bln), Current FY EPS (exp. 7.50), Current FY Rev. (exp. 50.14bln), Next FY EPS (exp. 13.79), Next FY Rev. (exp. 79.41bln) 21:15BST/16:15EDT
OTHER
Spotify Technology SA (SPOT) EPS (exp. 3.18), Revenue (exp. 5.51bln), Next Qtr. EPS (exp. 3.37), Next Qtr. Rev. (exp. 5.67bln), Current FY EPS (exp. 14.56), Current FY Rev. (exp. 22.40bln), Next FY EPS (exp. 18.14), Next FY Rev. (exp. 25.65bln) 11:00BST/06:00EDT
Pinterest Inc. (PINS) EPS (exp. 0.36), Revenue (exp. 1.15bln), Next Qtr. EPS (exp. 0.44), Next Qtr. Rev. (exp. 1.20bln), Current FY EPS (exp. 1.88), Current FY Rev. (exp. 4.87bln), Next FY EPS (exp. 2.22), Next FY Rev. (exp. 5.49bln) 21:05BST/16:05EDT
A heavy pre-open slate of this kind sets the tone before any single print: the morning cluster is weighted toward industrials and large-cap pharma, with machinery and heavy-equipment names historically read together as a proxy for the capital-goods cycle and dealer inventory, and with comments on order books and backlog typically mattering as much as the EPS line. Large pharma quarters of this kind are usually decided on pipeline commentary and guidance revisions rather than the trailing numbers, and peers in the same therapeutic space tend to trade in sympathy on the call rather than on the release itself. The after-close session carries the higher-beta risk: networking and semiconductor names reporting alongside consumer internet have, in recent cycles, moved together off datacenter capex and AI-related commentary, with guidance and hyperscaler order colour driving the gap more than the in-quarter beat or miss. The usual sequence in these clusters is an options-implied move priced into the open, a first reaction to the numbers, and a second, often larger, repricing through the conference calls, so the spread between implied and realized volatility across the group is the standard tell. Cross-reads worth noting are between the equipment makers and their distribution and automation peers reporting the same morning, and between the after-close compute names and the wider semiconductor complex the following session. Note also that a date printed in the subject line should be treated as the desk's schedule label rather than verified fact.