Morning Brief

Aug 12 · 9:00 AM EDT

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Global markets showed mixed moves overnight with modest gains in Japan and Europe while Hong Kong slipped, as geopolitical tensions linger and Wall Street futures edged higher ahead of US inflation data. After-hours earnings featured beats from LITE and SMCI, while the signal refresh highlighted new contrarian entries and shifts among megacaps amid a backdrop of declining yields and a softer dollar.

International Markets

IndexPriceChange
Nikkei 22567,524.06+0.83%
FTSE 10010,838.27-0.05%
DAX26,517.74+0.48%
Hang Seng25,440.17-0.83%
Shanghai3,946.68+0.32%

Cross-Asset Moves

10Y Yield

4.65%

-0.03

Gold

$4,481.50

+2.25%

Oil (WTI)

$83.13

-0.08%

Bitcoin

$64,066.44

+0.81%

USD Index

99.69

-0.13%

HYG

$79.51

+0.04%

After-Hours Earnings

SymbolEPSEst.Surprise
LITE(AMC)$3.23$3.03+6.56%
SMCI(AMC)$1.70$0.98+74.06%

Signal Refresh

Contrarian: 1 new in top 20 · e.g. JLL
View signals ›
Megacap: 16 rank changes today
View signals ›

Current Headlines

Today's Events

Earnings Today

SymbolEPS Est.Rev. Est.
CSCO(AMC)$1.19$17.2B
COHR(AMC)$1.65$2.0B
AMCR(BMO)$1.22$6.2B
TRMB(BMO)$0.82$971M

Focus today centers on earnings from CSCO, COHR, AMCR, and TRMB alongside US inflation data that could steer market direction.

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