⭐ Must Read

Today's Top 5 Stories

1
📈 Markets
Fed Chair Warsh faces a make-or-break Jackson Hole test as bond markets fray

Warsh delivers his first Jackson Hole address as Fed Chair today, under pressure to clarify the inflation outlook, the rate path, and how much the Fed will coordinate with Treasury on bond and currency interventions.
2
🤖 AI & Tech
Nvidia's blowout guidance erases AI-bubble fears, ignites a broad chip rally

Shares jumped 6.8%, adding roughly $296-billion in market cap, after Nvidia offered a rare long-term revenue projection — the clearest signal yet that Wall Street's AI capex cycle still has real runway left.
3
🍁 Canada
Trump renames Lake Ontario "Lake America" as the trade war deepens

The largely symbolic order landed the same week Canada added 50% tariffs on US copper wire and wood charcoal — though a quieter thaw over Quebec's French-language rules may be enough to restart stalled talks before Ottawa's Sept. 8 retaliation deadline.
4
🌍 Geopolitics
Iran says it will name its terms for reopening the Strait of Hormuz

Six months into the war, Tehran's security chief says conditions will include ending the conflict, lifting the US port blockade and war-damage compensation, while Washington says it's in no hurry to talk.
5
🏛 Greece
Greece to sign deal for two Italian frigates in September

The frigate purchase lands as Foreign Minister Gerapetritis says Athens is "vigilant, but not worried" about Turkey — a defense build-up paired with open dialogue, framed as strength rather than retreat.

📊 Commodity & Index Dashboard

Market Pulse

Indices via web search (most recent close, since they don't trade pre-open) · Gold, Bitcoin, WTI and USD/CAD are live/spot.

S&P 500

SPX

7,711.76

▼ 19.23 pts

▼ 0.25%

Range Position (52W): 93% Near 52W High

INDEX

Dow Jones

DJI

53,559.99

▼ 9.45 pts

▼ 0.02%

Range Position (52W): 88% Near 52W High

INDEX

Nasdaq

COMP

29,433.43

▼ 0.70%

Range Position (52W): 83%

INDEX

Gold

$/oz

4,453.56

▼ 3.20%

Range Position (52W): 48%

SPOT

Bitcoin

BTC/USD

77,403.85

▼ 3.36%

Range Position (52W): 49%

SPOT

VIX

VOLATILITY

14.43

▼ 0.55%

Range Position (52W): 1% Near 52W Low

INDEX

WTI Crude

$/bbl

83.40

▼ 0.16%

Range Position (52W): 44%

SPOT

USD/CAD

1.3907

▲ 0.38%

Range Position (52W): 55%

SPOT

🟢 Live from LSEG Workspace as of 04:55 PM (Nasdaq delayed per your feed) — refreshes automatically while the live loop is running.

Why These Move Markets Today

📈 Indices

Nvidia's blockbuster long-term revenue outlook ignited a chip-stock rally, adding roughly $296B to its market cap and lifting the S&P, Dow and Nasdaq into today's high-stakes Fed speech.

🥇 Gold

Bullion eased for a second session as safe-haven demand cooled slightly ahead of Warsh's Jackson Hole address, though it remains near record territory.

₿ Bitcoin

Crypto extended its climb back above $79,000 as risk appetite broadened alongside the equity rally.

😨 VIX

Wall Street's fear gauge dropped sharply as Nvidia's results eased AI-bubble anxiety, though traders are bracing for a jump if Warsh surprises markets today.

🛢 WTI/Oil

Crude held near two-week highs after Washington confirmed it isn't in direct talks with Iran, dimming hopes for a quick reopening of Hormuz shipping lanes.

🍁 USD/CAD

The loonie clawed back some of the week's losses after Canada posted a surprise current-account surplus, even as the trade war with Washington escalates.

S&P 500 — Daily Chart

Source: TradingView — click chart to open the live version

Bottom Line

Warsh's first Jackson Hole speech today is the biggest swing factor for bonds and rates this quarter — vague guidance risks reigniting the bond selloff.
Nvidia reset the AI-bubble narrative for now — whether risk assets hold today's gains depends on Warsh's tone this afternoon.
Canada-US tensions keep escalating on the surface (Lake Ontario renaming, copper tariffs), even as a quiet French-language concession could restart real talks before Sept. 8.

📈 Markets & Economy

A breakdown of the big banks' third-quarter earnings

Canada's Big Six reported Q3 results this week covering the quarter ended July 31 — a useful read on domestic credit conditions heading into the fall.
The bond market has a passive investing problem, and it's getting worse

Bond indexes weight issuers by how much they owe, not by credit quality — a structural distortion getting more attention as Treasury supply grows.
Enbridge lands $2.7-billion investment from KKR, Apollo in B.C. gas pipeline

KKR and Apollo are backing the Westcoast system expansion, with Enbridge retaining operational control — a sign private capital still wants Canadian energy infrastructure.
Weekly Market Pulse: A Debt Crisis?

Japan has been trimming its US Treasury holdings while Big Tech competes for long-duration debt — Calhoun flags the 10-year at 5% as the level where things could move fast.

🤖 AI & Tech

Inside OpenAI's Reboot

After losing ground to Anthropic, OpenAI is refocusing on safety and product quality while pushing into chips, robots and consumer devices.
Meta projected it could spend $10 billion on Anthropic's AI

A telling illustration of the friend-foe dynamics running through the AI race, as Meta hedges its own model bets with rivals' tools.
Bill Gates: the choices we make about AI now are critical

A long essay arguing AI can help solve major problems if managed well, but job loss, fraud and harm need addressing now, not later.
Did Meta's big settlement actually help it?

Meta's $12-billion, ten-year teen-safety settlement pressures TikTok and YouTube to follow suit, even as its own legal exposure continues.

🗺️ S&P 500

Sector Heatmap

Snapshot: 2026-08-28 16:54:54 ET · 230 advancing / 269 declining / 1 unchanged · Net A/D -39 · 46% advancing

SPY

(All Sectors)

769.35

-0.23%

Click a sector tile above to see its constituents.

Company	Symbol	Last	% Chg	Mkt Cap	52W Pos	Rel Vol
NVIDIA Corporation	NVDA.OQ	217.55	-4.58%	$5.5T	74%	1.45x
Apple Inc.	AAPL.OQ	319.70	+1.63%	$4.6T	79%	0.82x
Microsoft Corporation	MSFT.OQ	513.53	+1.68%	$3.8T	80%	0.91x
Broadcom Inc	AVGO.OQ	368.79	-0.74%	$1.8T	39%	0.89x
Micron Technology, Inc.	MU.OQ	932.86	-0.27%	$1.1T	72%	0.58x
Advanced Micro Devices, Inc.	AMD.OQ	465.58	-2.33%	$778.2B	73%	0.65x
Intel Corp	INTC.OQ	89.47	-2.85%	$486.7B	55%	0.64x
Palantir Technologies Inc.	PLTR.OQ	186.29	+0.19%	$446.8B	79%	0.54x
Cisco Systems Inc	CSCO.OQ	109.93	-1.98%	$442.0B	68%	0.58x
Oracle Corporation	ORCL.N	150.85	-0.72%	$437.7B	16%	0.69x
Lam Research Corporation	LRCX.OQ	301.90	-5.24%	$398.6B	60%	0.98x
Applied Materials Inc	AMAT.OQ	461.67	-4.29%	$382.8B	52%	0.89x
Palo Alto Networks, Inc.	PANW.OQ	371.59	-2.94%	$312.0B	89%	0.94x
Dell Technologies Inc	DELL.N	456.24	-3.39%	$305.1B	86%	0.84x
Arista Networks Inc	ANET.N	195.38	-2.84%	$253.6B	82%	0.46x
Texas Instruments Inc	TXN.OQ	258.64	-2.96%	$243.4B	58%	0.97x
KLA Corporation	KLAC.OQ	175.54	-4.48%	$240.1B	41%	0.99x
CrowdStrike Holdings, Inc.	CRWD.OQ	218.40	-4.19%	$232.1B	93%	1.33x
International Business Machines Corporation	IBM.N	235.59	-1.34%	$225.0B	27%	0.55x
SanDisk Corporation	SNDK.OQ	1,484.98	+0.00%	$217.4B	62%	0.48x
Salesforce, Inc.	CRM.N	256.00	+1.57%	$206.4B	89%	1.93x
Amphenol Corp	APH.N	157.74	-2.26%	$199.0B	72%	0.83x
Seagate Technology Holdings PLC	STX.OQ	829.76	-2.06%	$192.0B	68%	0.55x
Analog Devices, Inc.	ADI.OQ	361.78	-3.40%	$181.5B	62%	0.85x
QUALCOMM Incorporated	QCOM.OQ	164.19	-0.36%	$173.0B	31%	0.95x
Western Digital Corp	WDC.OQ	459.45	-0.55%	$166.6B	53%	0.62x
ServiceNow Inc	NOW.N	144.71	+4.54%	$143.1B	56%	1.34x
Corning Incorporated	GLW.N	148.98	-2.50%	$131.6B	40%	0.64x
Fortinet, Inc.	FTNT.OQ	166.00	-3.92%	$126.8B	92%	0.74x
Adobe Inc	ADBE.OQ	291.52	+0.82%	$114.9B	56%	0.73x
Accenture PLC	ACN.N	189.61	+1.19%	$114.7B	41%	0.58x
Cadence Design Systems, Inc.	CDNS.OQ	340.39	-2.06%	$95.7B	50%	0.72x
Intuit Inc.	INTU.OQ	358.06	+2.89%	$95.2B	23%	0.91x
Synopsys, Inc.	SNPS.OQ	442.61	-4.79%	$89.1B	31%	1.14x
Datadog Inc	DDOG.OQ	236.98	-2.45%	$87.2B	71%	0.53x
Lumentum Holdings Inc.	LITE.OQ	895.00	-6.39%	$85.8B	80%	0.71x
Motorola Solutions Inc	MSI.N	486.00	-0.11%	$80.5B	95%	0.51x
Hewlett Packard Enterprise Company	HPE.N	52.31	-3.86%	$72.0B	73%	0.99x
Monolithic Power Systems Inc	MPWR.OQ	1,256.26	-4.18%	$64.4B	50%	1.04x
TE Connectivity PLC	TEL.N	202.66	-0.17%	$58.8B	20%	0.60x
Teradyne, Inc.	TER.OQ	354.97	-4.59%	$58.2B	65%	0.91x
Coherent Corp.	COHR.N	279.20	-5.48%	$57.8B	55%	0.66x
Autodesk, Inc.	ADSK.OQ	260.66	-3.67%	$57.1B	52%	1.58x
NXP Semiconductors NV	NXPI.OQ	223.58	-1.01%	$57.0B	26%	0.88x
Ciena Corporation	CIEN.N	378.44	-5.35%	$56.6B	53%	0.84x
Keysight Technologies, Inc.	KEYS.N	319.97	-1.80%	$55.5B	75%	1.44x
Workday, Inc.	WDAY.OQ	204.72	+5.76%	$47.8B	68%	1.28x
Roper Technologies, Inc.	ROP.OQ	426.20	+0.83%	$41.8B	53%	0.85x
Microchip Technology Inc	MCHP.OQ	72.93	-3.39%	$41.0B	43%	1.05x
NetApp Inc	NTAP.OQ	187.02	-1.90%	$37.4B	81%	0.61x
Jabil Inc.	JBL.N	301.45	-3.45%	$32.7B	47%	0.94x
ON Semiconductor Corp	ON.OQ	72.61	-2.93%	$29.1B	31%	0.88x
Teledyne Technologies Inc	TDY.N	621.96	-0.72%	$29.0B	65%	0.52x
Cognizant Technology Solutions Corporation	CTSH.OQ	64.04	+0.44%	$28.7B	54%	0.58x
HP Inc	HPQ.N	30.52	+3.00%	$27.1B	89%	1.02x
VeriSign, Inc.	VRSN.OQ	291.93	-0.95%	$26.6B	80%	0.98x
Qnity Electronics, Inc.	Q.N	120.26	-4.82%	$26.4B	47%	1.02x
Fair Isaac Corporation	FICO.N	1,153.57	-0.30%	$25.0B	25%	0.58x
Super Micro Computer Inc	SMCI.OQ	37.08	-3.59%	$24.9B	45%	0.52x
F5 Inc	FFIV.OQ	394.24	-3.90%	$23.2B	81%	0.56x
First Solar, Inc.	FSLR.OQ	204.46	-2.68%	$22.6B	16%	0.62x
CDW Corporation	CDW.OQ	147.69	-0.86%	$18.6B	68%	0.87x
Gen Digital Inc.	GEN.OQ	31.02	+1.70%	$18.3B	101%	1.17x
PTC Inc.	PTC.OQ	157.15	-1.13%	$17.2B	45%	0.63x
Zebra Technologies Corp	ZBRA.OQ	356.45	-1.29%	$17.1B	84%	0.60x
Akamai Technologies Inc	AKAM.OQ	107.47	-3.39%	$16.0B	39%	0.65x
Tyler Technologies, Inc.	TYL.N	377.94	+2.18%	$15.1B	36%	1.64x
Trimble Inc	TRMB.OQ	61.01	-0.86%	$14.3B	36%	0.97x
Gartner, Inc.	IT.N	198.39	+0.91%	$12.4B	52%	0.37x
GoDaddy Inc.	GDDY.N	97.70	+0.74%	$12.3B	33%	0.74x
Skyworks Solutions, Inc.	SWKS.OQ	65.79	-2.33%	$10.1B	36%	0.88x
EPAM Systems, Inc.	EPAM.N	114.80	+1.80%	$5.8B	28%	0.78x

Company	Symbol	Last	% Chg	Mkt Cap	52W Pos	Rel Vol
Berkshire Hathaway Inc	BRKb.N	505.00	+0.26%	$1.1T	55%	0.77x
JPMorgan Chase & Co	JPM.N	357.62	+0.96%	$941.6B	90%	0.60x
Visa Inc.	V.N	381.60	+0.51%	$708.8B	96%	0.62x
Mastercard Incorporated	MA.N	595.30	+0.60%	$518.4B	96%	0.75x
Bank of America Corporation	BAC.N	62.32	+1.88%	$427.7B	85%	1.22x
Morgan Stanley	MS.N	214.77	-0.04%	$337.5B	80%	0.77x
Goldman Sachs Group Inc	GS.N	1,033.99	-0.66%	$303.1B	72%	0.47x
Wells Fargo & Co	WFC.N	86.69	+2.02%	$256.9B	56%	1.30x
American Express Company	AXP.N	333.20	-0.29%	$225.7B	44%	0.80x
Citigroup Inc	C.N	132.90	+0.17%	$222.6B	73%	2.47x
BlackRock, Inc.	BLK.N	1,164.48	-0.26%	$189.7B	82%	1.62x
The Charles Schwab Corporation	SCHW.N	110.16	+1.95%	$186.9B	86%	1.61x
Blackstone Inc.	BX.N	142.39	-0.87%	$171.6B	46%	0.67x
Interactive Brokers Group Inc	IBKR.OQ	95.84	-0.74%	$164.5B	93%	0.48x
Capital One Financial Corp	COF.N	215.67	-0.46%	$132.9B	48%	0.80x
Chubb Limited	CB.N	339.92	+0.48%	$130.5B	74%	0.79x
S&P Global Inc	SPGI.N	442.89	+1.72%	$128.4B	51%	1.21x
The Progressive Corporation	PGR.N	218.64	+0.45%	$126.5B	49%	0.42x
Bank of New York Mellon Corp	BNY.N	162.50	+0.16%	$110.1B	95%	0.89x
CME Group Inc.	CME.OQ	285.80	+1.73%	$101.0B	61%	1.62x
Robinhood Markets, Inc.	HOOD.OQ	104.26	-5.01%	$98.7B	45%	0.80x
KKR & Co Inc	KKR.N	108.68	-0.59%	$98.1B	37%	0.52x
U.S. Bancorp	USB.N	62.47	+0.11%	$97.2B	83%	0.73x
The PNC Financial Services Group, Inc.	PNC.N	242.22	-0.53%	$97.1B	80%	1.08x
Marsh & McLennan Companies Inc	MRSH.N	192.64	+1.39%	$90.7B	70%	0.66x
Intercontinental Exchange Inc	ICE.N	162.33	+0.68%	$90.5B	72%	1.21x
Moody's Corporation	MCO.N	514.95	+1.17%	$88.2B	78%	0.69x
Apollo Global Management, Inc.	APO.N	135.04	+1.20%	$78.8B	66%	0.67x
The Travelers Companies, Inc.	TRV.N	369.90	+0.15%	$77.0B	80%	0.70x
Aon PLC	AON.N	355.40	+1.67%	$74.2B	65%	0.61x
Arthur J. Gallagher & Co.	AJG.N	267.56	+2.85%	$66.7B	63%	0.82x
Allstate Corp	ALL.N	260.58	+1.15%	$65.1B	81%	0.62x
Truist Financial Corporation	TFC.N	50.43	+0.26%	$61.4B	63%	0.56x
MetLife, Inc.	MET.N	96.51	+0.27%	$61.2B	87%	0.91x
Aflac Incorporated	AFL.N	116.52	-0.05%	$58.4B	46%	1.04x
Nasdaq Inc	NDAQ.OQ	99.31	-0.04%	$55.5B	90%	1.30x
State Street Corporation	STT.N	193.33	-0.02%	$53.1B	97%	0.44x
PayPal Holdings, Inc.	PYPL.OQ	53.66	-12.71%	$52.6B	37%	2.05x
Block, Inc.	XYZ.N	83.57	-1.51%	$51.0B	91%	0.93x
Coinbase Global Inc	COIN.OQ	178.64	-6.33%	$50.3B	15%	1.20x
Fifth Third Bancorp	FITB.N	54.54	-0.57%	$49.7B	31%	0.74x
Ameriprise Financial Inc	AMP.N	559.32	+0.64%	$49.1B	91%	0.78x
Ares Management Corporation	ARES.N	142.53	+0.08%	$47.0B	51%	0.62x
Prudential Financial Inc	PRU.N	119.79	-0.48%	$41.5B	78%	0.70x
MSCI Inc	MSCI.N	570.76	+0.28%	$41.4B	48%	0.50x
American International Group, Inc.	AIG.N	76.93	+0.39%	$40.1B	35%	0.61x
The Hartford Insurance Group, Inc.	HIG.N	138.55	+0.54%	$37.3B	71%	0.57x
M&T Bank Corporation	MTB.N	237.29	-0.58%	$34.5B	77%	0.94x
Northern Trust Corporation	NTRS.OQ	186.79	+0.28%	$34.1B	90%	0.79x
Huntington Bancshares Inc	HBAN.OQ	16.92	+0.36%	$34.1B	45%	0.72x
Raymond James Financial, Inc.	RJF.N	179.36	+1.85%	$33.9B	93%	1.03x
Arch Capital Group Ltd.	ACGL.OQ	98.84	+0.08%	$33.7B	66%	1.83x
Cboe Global Markets, Inc.	/CBOE.Z	310.45	-1.11%	$32.8B	58%	0.68x
Willis Towers Watson Public Limited Company	WTW.OQ	343.75	+1.23%	$31.5B	92%	0.60x
Citizens Financial Group Inc	CFG.N	69.71	-0.67%	$29.6B	79%	0.76x
Fiserv Inc	FISV.OQ	53.18	+1.14%	$28.0B	7%	0.57x
Corpay, Inc.	CPAY.N	407.88	+1.04%	$26.5B	90%	0.57x
Cincinnati Financial Corporation	CINF.OQ	171.97	-0.32%	$26.5B	49%	0.66x
Synchrony Financial	SYF.N	78.05	-2.35%	$26.0B	58%	0.98x
Regions Financial Corporation	RF.N	30.33	-0.23%	$25.9B	78%	0.53x
W. R. Berkley Corporation	WRB.N	68.44	+0.15%	$25.4B	40%	0.72x
Global Payments Inc	GPN.N	91.82	-0.99%	$24.5B	88%	0.46x
Principal Financial Group Inc	PFG.OQ	111.41	-0.68%	$24.0B	87%	0.83x
T. Rowe Price Group, Inc.	TROW.OQ	111.24	-1.00%	$24.0B	71%	0.70x
Brown & Brown Inc	BRO.N	73.31	+2.69%	$23.9B	45%	0.69x
KeyCorp	KEY.N	21.91	-0.50%	$23.5B	72%	0.68x
Loews Corporation	L.N	109.72	-0.09%	$22.5B	56%	0.84x
Fidelity National Information Services Inc	FIS.N	41.44	+2.19%	$20.9B	12%	0.63x
Franklin Templeton, Inc.	BEN.N	34.65	-0.49%	$17.7B	89%	0.50x
Invesco Ltd	IVZ.N	32.86	-1.35%	$14.7B	94%	0.65x
Everest Group, Ltd.	EG.N	377.61	-0.01%	$14.5B	76%	1.01x
Assurant Inc	AIZ.N	285.65	+0.08%	$14.1B	82%	0.66x
Erie Indemnity Co	ERIE.OQ	260.40	+0.37%	$13.6B	36%	0.94x
Globe Life Inc.	GL.N	172.79	-1.70%	$13.5B	74%	0.99x
Jack Henry & Associates Inc	JKHY.OQ	169.73	+0.05%	$12.1B	68%	0.99x
FactSet Research Systems Inc.	FDS.N	308.98	+1.48%	$10.8B	63%	0.57x

Company	Symbol	Last	% Chg	Mkt Cap	52W Pos	Rel Vol
Alphabet Inc.	GOOGL.OQ	346.59	+1.74%	$4.1T	69%	0.90x
Meta Platforms, Inc.	META.OQ	578.02	+1.21%	$1.5T	21%	0.86x
Netflix, Inc.	NFLX.OQ	81.72	+2.35%	$332.4B	27%	0.66x
Verizon Communications Inc	VZ.N	50.10	+1.36%	$205.4B	88%	0.75x
T-Mobile US Inc	TMUS.OQ	181.37	+2.63%	$190.7B	17%	0.69x
The Walt Disney Company	DIS.N	108.10	+1.20%	$184.4B	58%	0.52x
AT&T Inc	T.N	26.01	+2.28%	$174.3B	62%	0.50x
AppLovin Corporation	APP.OQ	317.76	+1.64%	$104.6B	5%	0.97x
Comcast Corporation	CMCSA.OQ	27.06	+2.46%	$93.7B	50%	0.65x
Warner Bros. Discovery, Inc.	WBD.OQ	28.77	-0.38%	$72.5B	93%	0.41x
Take-Two Interactive Software, Inc.	TTWO.OQ	235.39	+1.03%	$43.6B	61%	1.46x
Live Nation Entertainment, Inc.	LYV.N	181.65	+0.56%	$42.1B	88%	0.74x
TKO Group Holdings Inc	TKO.N	184.64	+0.16%	$34.9B	17%	0.54x
Reddit, Inc.	RDDT.N	153.00	-0.62%	$29.6B	21%	0.42x
Fox Corporation	FOXA.OQ	68.42	+1.79%	$26.7B	72%	0.80x
EchoStar Corporation	ECHO.OQ	86.84	+0.43%	$25.1B	35%	0.62x
Omnicom Group Inc	OMC.N	88.28	+0.44%	$24.1B	95%	0.59x
News Corporation	NWSA.OQ	30.97	-0.71%	$17.6B	93%	1.37x
Charter Communications, Inc.	CHTR.OQ	153.62	+3.57%	$17.0B	24%	0.54x
Paramount Skydance Corp	PSKY.OQ	10.88	+0.74%	$12.1B	25%	0.65x
Trade Desk Inc	TTD.OQ	13.57	+1.12%	$6.3B	2%	0.55x

Company	Symbol	Last	% Chg	Mkt Cap	52W Pos	Rel Vol
Amazon.com Inc	AMZN.OQ	266.43	+3.97%	$2.8T	77%	1.00x
Tesla Inc	TSLA.OQ	348.75	-1.71%	$1.4T	25%	0.84x
The Home Depot, Inc.	HD.N	330.19	+0.48%	$327.9B	30%	1.01x
McDonald's Corp	MCD.N	265.00	+1.90%	$184.0B	6%	0.87x
Booking Holdings Inc.	BKNG.OQ	205.63	+1.52%	$152.2B	73%	0.64x
The TJX Companies, Inc.	TJX.N	135.12	+0.67%	$148.3B	3%	1.05x
Starbucks Corp	SBUX.OQ	107.85	+0.55%	$122.3B	92%	0.78x
Lowe's Companies Inc	LOW.N	208.05	+0.63%	$115.9B	9%	0.86x
Airbnb, Inc.	ABNB.OQ	189.43	+2.73%	$108.7B	95%	0.96x
DoorDash, Inc.	DASH.OQ	236.74	+2.09%	$100.5B	66%	0.82x
Marriott International, Inc.	MAR.OQ	351.08	-0.79%	$92.3B	61%	0.68x
Carvana Co	CVNA.N	74.04	-0.07%	$81.5B	46%	0.52x
Royal Caribbean Cruises Ltd.	RCL.N	279.41	-1.89%	$76.2B	35%	0.57x
General Motors Co	GM.N	86.27	+0.10%	$75.6B	85%	1.79x
Ross Stores Inc	ROST.OQ	228.55	-0.57%	$73.7B	75%	1.31x
Hilton Worldwide Holdings Inc	HLT.N	321.85	-1.18%	$73.3B	65%	0.93x
O'Reilly Automotive, Inc.	ORLY.OQ	88.50	+0.76%	$71.1B	23%	0.87x
NIKE, Inc.	NKE.N	39.60	+3.02%	$57.0B	3%	1.07x
Garmin Ltd.	GRMN.N	285.19	-1.61%	$55.9B	77%	0.89x
Ford Motor Co	F.N	13.88	-0.50%	$55.6B	42%	0.89x
AutoZone, Inc.	AZO.N	2,961.96	+1.01%	$47.9B	4%	0.89x
Chipotle Mexican Grill, Inc.	CMG.N	38.03	+2.18%	$47.1B	68%	0.66x
eBay Inc.	EBAY.OQ	105.62	+3.59%	$45.5B	67%	1.10x
Yum! Brands, Inc.	YUM.N	153.86	+2.06%	$41.1B	50%	0.61x
D.R. Horton, Inc.	DHI.N	147.39	+1.47%	$40.6B	30%	0.63x
Expedia Group, Inc.	EXPE.OQ	329.44	+3.30%	$38.3B	92%	0.66x
Carnival Corporation Ltd	CCL.N	24.76	-0.76%	$34.2B	12%	0.92x
Las Vegas Sands Corp.	LVS.N	45.04	+1.81%	$28.7B	4%	1.16x
Williams-Sonoma Inc	WSM.N	235.09	-1.39%	$28.1B	78%	1.08x
Tapestry, Inc.	TPR.N	125.49	+1.83%	$24.6B	44%	1.02x
Darden Restaurants Inc	DRI.N	215.63	+2.13%	$24.0B	77%	0.76x
PulteGroup, Inc.	PHM.N	128.55	+1.42%	$23.8B	56%	0.63x
Ulta Beauty Inc	ULTA.OQ	517.50	-4.18%	$23.2B	27%	2.12x
Ralph Lauren Corporation	RL.N	354.04	+0.61%	$21.0B	48%	0.83x
Lennar Corp	LEN.N	86.33	+1.43%	$20.5B	10%	1.12x
Genuine Parts Co	GPC.N	137.51	+0.59%	$18.8B	77%	0.61x
Tractor Supply Company	TSCO.OQ	34.72	+0.06%	$18.1B	18%	1.26x
Best Buy Co., Inc.	BBY.N	82.44	-1.34%	$17.6B	76%	1.29x
NVR, Inc.	NVR.N	6,396.27	+0.48%	$17.0B	29%	0.60x
Hasbro, Inc.	HAS.OQ	94.23	+0.05%	$13.3B	66%	0.45x
lululemon athletica inc.	LULU.OQ	120.81	+5.05%	$13.1B	13%	1.31x
Deckers Outdoor Corporation	DECK.N	87.76	+1.66%	$11.8B	19%	0.97x
Domino's Pizza, Inc.	DPZ.OQ	350.00	+5.40%	$11.0B	36%	1.15x
MGM Resorts International	MGM.N	42.28	-1.61%	$10.8B	59%	0.73x
Wynn Resorts, Limited	WYNN.OQ	95.26	+1.76%	$9.6B	6%	0.89x
APTIV PLC	APTV.N	45.75	+0.68%	$9.4B	1%	1.14x
Norwegian Cruise Line Holdings Ltd.	NCLH.N	16.65	0.00%	$7.6B	17%	0.76x
Pool Corporation	POOL.OQ	188.07	+1.08%	$6.8B	9%	0.54x

Company	Symbol	Last	% Chg	Mkt Cap	52W Pos	Rel Vol
Eli Lilly and Company	LLY.N	1,174.61	-0.13%	$1.1T	80%	1.11x
Johnson & Johnson	JNJ.N	268.04	+0.85%	$640.5B	92%	0.88x
AbbVie Inc.	ABBV.N	255.48	-1.03%	$456.2B	84%	0.69x
Merck & Co Inc	MRK.N	148.35	-0.80%	$368.9B	89%	0.83x
UnitedHealth Group Inc	UNH.N	392.95	-0.53%	$354.6B	67%	0.59x
Amgen Inc	AMGN.OQ	432.42	-1.05%	$236.3B	92%	0.75x
Thermo Fisher Scientific Inc	TMO.N	622.18	-1.35%	$233.2B	90%	0.62x
Abbott Laboratories	ABT.N	112.47	+0.79%	$193.1B	55%	0.68x
Gilead Sciences, Inc.	GILD.OQ	145.68	-2.14%	$184.6B	76%	0.69x
Pfizer Inc.	PFE.N	27.96	-0.21%	$159.7B	85%	0.87x
Danaher Corporation	DHR.N	216.07	+0.18%	$151.6B	67%	0.52x
Vertex Pharmaceuticals Incorporated	VRTX.OQ	541.69	-1.07%	$138.8B	92%	0.59x
Bristol-Myers Squibb Company	BMY.N	66.58	-0.55%	$136.8B	92%	0.72x
Intuitive Surgical Inc	ISRG.OQ	372.60	+1.51%	$129.7B	16%	0.71x
Stryker Corporation	SYK.N	330.69	+2.66%	$123.6B	43%	1.20x
CVS Health Corporation	CVS.N	93.06	+0.15%	$118.8B	57%	0.49x
Medtronic PLC	MDT.N	91.23	+1.40%	$115.2B	54%	0.78x
McKesson Corp	MCK.N	893.39	+0.32%	$103.8B	67%	0.63x
HCA Healthcare, Inc.	HCA.N	417.82	-0.36%	$90.8B	32%	0.90x
Elevance Health Inc	ELV.N	394.43	-1.17%	$86.6B	75%	0.61x
Regeneron Pharmaceuticals, Inc.	REGN.OQ	794.19	-1.67%	$83.2B	83%	0.75x
The Cigna Group	CI.N	278.88	+0.44%	$73.4B	52%	0.83x
Boston Scientific Corp	BSX.N	46.84	+0.36%	$67.6B	7%	0.89x
Cencora, Inc.	COR.N	322.03	+0.25%	$61.3B	58%	0.60x
Moderna Inc	MRNA.OQ	137.99	-3.35%	$57.0B	75%	0.88x
Cardinal Health, Inc.	CAH.N	234.55	-0.25%	$54.7B	79%	1.45x
Edwards Lifesciences Corporation	EW.N	90.21	+0.29%	$51.8B	75%	0.68x
Becton Dickinson and Co	BDX.N	189.52	+0.74%	$51.2B	95%	0.98x
Humana Inc.	HUM.N	385.54	-1.81%	$47.1B	85%	0.69x
Veeva Systems Inc.	VEEV.N	276.69	-1.93%	$45.8B	79%	1.10x
Agilent Technologies Inc	A.N	153.84	-2.44%	$44.5B	82%	1.09x
IQVIA Holdings Inc.	IQV.N	261.75	-0.24%	$43.2B	97%	0.96x
IDEXX Laboratories Inc	IDXX.OQ	554.99	+1.82%	$42.9B	14%	0.64x
Waters Corp	WAT.N	414.69	-1.56%	$41.4B	93%	0.52x
ResMed Inc.	RMD.N	240.33	+1.94%	$34.0B	58%	0.99x
Dexcom Inc	DXCM.OQ	90.82	+1.71%	$33.7B	95%	0.49x
GE HealthCare Technologies Inc.	GEHC.OQ	71.72	-1.04%	$32.7B	42%	0.54x
Biogen Inc.	BIIB.OQ	218.50	-1.35%	$32.7B	95%	0.59x
Centene Corp	CNC.N	64.75	-0.89%	$32.3B	89%	0.63x
Zoetis Inc	ZTS.N	77.34	+3.09%	$31.0B	7%	0.82x
Mettler-Toledo International Inc.	MTD.N	1,398.58	-0.63%	$28.2B	75%	1.59x
Labcorp Holdings Inc.	LH.N	335.11	-0.21%	$27.3B	93%	0.73x
Quest Diagnostics Inc	DGX.N	242.76	-0.76%	$27.0B	95%	0.73x
Incyte Corp	INCY.OQ	124.37	-2.64%	$25.9B	84%	0.77x
West Pharmaceutical Services, Inc.	WST.N	337.47	-2.49%	$24.4B	70%	0.89x
STERIS plc	STE.N	233.78	+0.35%	$22.7B	52%	0.46x
Viatris Inc.	VTRS.OQ	16.34	-3.26%	$19.4B	77%	0.69x
Zimmer Biomet Holdings, Inc.	ZBH.N	100.91	+1.44%	$19.0B	78%	0.52x
Solventum Corporation	SOLV.N	91.12	+0.21%	$15.5B	95%	0.57x
Revvity, Inc.	RVTY.N	128.80	-0.70%	$14.5B	98%	1.27x
Charles River Laboratories International, Inc.	CRL.N	291.50	-1.66%	$14.2B	93%	0.75x
The Cooper Companies, Inc.	COO.OQ	71.17	+0.30%	$13.8B	40%	0.60x
Baxter International Inc.	BAX.N	26.13	+0.81%	$13.4B	73%	0.55x
DaVita Inc	DVA.N	180.68	+1.01%	$11.4B	55%	0.52x
Bio-Techne Corporation	TECH.OQ	72.35	-0.17%	$11.4B	99%	0.55x
Align Technology, Inc.	ALGN.OQ	157.58	-0.79%	$11.3B	45%	0.87x
Universal Health Services Inc	UHS.N	171.66	-0.53%	$10.2B	30%	0.61x
Henry Schein, Inc.	HSIC.OQ	89.52	-0.84%	$10.1B	91%	0.65x
Insulet Corporation	PODD.OQ	145.13	+1.20%	$9.9B	8%	0.82x

Company	Symbol	Last	% Chg	Mkt Cap	52W Pos	Rel Vol
Caterpillar Inc	CAT.N	800.25	-2.05%	$375.6B	59%	0.68x
General Electric Company	GE.N	342.58	-0.04%	$355.6B	62%	0.97x
RTX Corporation	RTX.N	211.71	-0.17%	$285.8B	80%	0.61x
GE Vernova Inc	GEV.N	911.93	-4.39%	$254.0B	57%	0.80x
Union Pacific Corporation	UNP.N	307.41	-0.08%	$182.8B	92%	0.91x
Deere & Co	DE.N	630.33	+1.23%	$168.1B	82%	0.55x
Boeing Co	BA.N	209.82	-0.03%	$165.9B	43%	0.82x
Eaton Corporation PLC	ETN.N	402.78	-3.19%	$161.6B	55%	1.01x
Uber Technologies, Inc.	UBER.N	78.82	+2.43%	$157.2B	37%	0.63x
Lockheed Martin Corp	LMT.N	563.85	-0.36%	$130.6B	50%	0.49x
Parker-Hannifin Corp	PH.N	995.02	-1.60%	$127.5B	73%	1.09x
Automatic Data Processing Inc	ADP.OQ	287.48	+0.98%	$113.1B	85%	0.59x
Howmet Aerospace Inc.	HWM.N	264.85	-1.05%	$106.7B	68%	1.00x
Vertiv Holdings Co	VRT.N	257.08	-4.53%	$103.7B	53%	0.96x
General Dynamics Corp	GD.N	379.32	-0.19%	$102.8B	78%	0.75x
Trane Technologies PLC	TT.N	448.96	-1.18%	$100.0B	64%	0.71x
CSX Corporation	CSX.OQ	51.28	-0.50%	$95.5B	90%	0.63x
3M Company	MMM.N	174.34	-2.51%	$92.2B	77%	0.56x
Quanta Services Inc	PWR.N	602.70	-3.08%	$91.6B	56%	0.84x
United Parcel Service Inc	UPS.N	105.33	-0.33%	$89.9B	58%	0.51x
Emerson Electric Co	EMR.N	155.18	-1.60%	$88.0B	74%	0.59x
Waste Management Inc	WM.N	219.66	+0.87%	$87.0B	47%	0.92x
Johnson Controls International PLC	JCI.N	139.59	-1.84%	$86.1B	67%	0.82x
Cintas Corporation	CTAS.OQ	204.18	+0.01%	$81.7B	74%	0.62x
Illinois Tool Works Inc	ITW.N	280.10	-0.56%	$80.2B	64%	0.73x
Cummins Inc	CMI.N	564.85	-1.57%	$79.0B	50%	0.80x
FedEx Corp	FDX.N	330.88	-0.16%	$78.4B	92%	0.68x
Norfolk Southern Corp	NSC.N	348.68	+0.22%	$78.1B	89%	1.15x
Northrop Grumman Corp	NOC.N	545.57	+0.08%	$77.4B	23%	0.59x
Honeywell International Inc	HON.OQ	217.43	-1.34%	$69.9B	34%	0.84x
Republic Services Inc	RSG.N	222.11	+1.30%	$67.1B	66%	1.43x
Paccar Inc	PCAR.OQ	125.34	-0.95%	$66.6B	71%	0.61x
TransDigm Group Incorporated	TDG.N	1,185.97	-0.04%	$65.6B	18%	0.50x
United Rentals, Inc.	URI.N	1,030.25	-0.70%	$64.6B	69%	1.07x
WW Grainger Inc	GWW.N	1,306.30	-1.12%	$62.2B	78%	0.53x
Fastenal Company	FAST.OQ	49.78	-2.65%	$58.7B	77%	0.84x
Comfort Systems USA, Inc.	FIX.N	1,518.73	-5.96%	$56.8B	60%	0.84x
AMETEK Inc	AME.N	236.25	-3.05%	$55.9B	70%	1.17x
Delta Air Lines, Inc.	DAL.N	80.07	-1.32%	$53.4B	62%	0.65x
Westinghouse Air Brake Technologies Corp	WAB.N	292.23	-1.70%	$50.2B	89%	0.51x
Axon Enterprise, Inc.	AXON.OQ	600.73	-1.71%	$49.7B	57%	0.65x
L3Harris Technologies, Inc.	LHX.N	262.82	+0.32%	$48.8B	3%	1.32x
Carrier Global Corporation	CARR.N	58.79	-0.09%	$48.5B	32%	0.90x
Rockwell Automation Inc	ROK.N	430.86	-0.49%	$48.1B	60%	1.05x
Ferguson Enterprises Inc	FERG.N	228.49	-2.04%	$45.1B	33%	0.35x
Paychex, Inc.	PAYX.OQ	127.04	+0.44%	$45.0B	77%	0.58x
Old Dominion Freight Line, Inc.	ODFL.OQ	198.63	-0.71%	$41.5B	58%	0.74x
United Airlines Holdings, Inc.	UAL.OQ	110.60	-1.59%	$36.5B	48%	0.64x
EMCOR Group Inc	EME.N	740.17	-4.50%	$34.2B	45%	0.52x
Ingersoll Rand Inc	IR.N	78.58	-0.49%	$30.6B	32%	0.67x
Copart Inc	CPRT.OQ	32.99	+0.70%	$30.3B	26%	0.50x
Otis Worldwide Corporation	OTIS.N	71.74	+0.36%	$27.2B	10%	0.87x
Dover Corp	DOV.N	198.68	-1.56%	$27.2B	50%	1.08x
Xylem Inc	XYL.N	111.31	-1.19%	$26.3B	12%	0.86x
Verisk Analytics, Inc.	VRSK.OQ	191.77	+0.39%	$24.9B	31%	0.80x
Hubbell Inc	HUBB.N	459.66	-2.26%	$24.8B	34%	0.60x
Expeditors International of Washington Inc	EXPD.N	190.97	+0.13%	$24.8B	99%	0.53x
J.B. Hunt Transport Services, Inc.	JBHT.OQ	261.03	-0.90%	$24.7B	77%	0.62x
Veralto Corp	VLTO.N	98.56	+0.19%	$24.0B	62%	0.97x
Equifax Inc.	EFX.N	194.35	+2.10%	$22.4B	36%	0.62x
Broadridge Financial Solutions Inc	BR.N	183.64	+0.31%	$20.9B	40%	0.89x
Snap-On Inc	SNA.N	391.86	-1.01%	$20.5B	70%	0.55x
Southwest Airlines Co	LUV.N	39.64	-0.30%	$19.5B	40%	0.72x
DuPont de Nemours, Inc.	DD.N	136.98	-1.31%	$18.7B	68%	0.67x
Nordson Corporation	NDSN.OQ	324.59	-1.89%	$18.4B	88%	0.94x
Fortive Corporation	FTV.N	59.69	-0.38%	$18.1B	73%	0.85x
C.H. Robinson Worldwide, Inc.	CHRW.OQ	150.39	-0.50%	$17.7B	31%	0.44x
Jacobs Solutions Inc	J.N	151.98	+0.90%	$17.6B	75%	0.74x
Leidos Holdings, Inc.	LDOS.N	140.66	+0.57%	$17.6B	39%	0.65x
Rollins Inc	ROL.N	36.38	+1.22%	$17.3B	2%	0.61x
IDEX Corporation	IEX.N	230.28	-1.58%	$17.2B	84%	0.62x
Stanley Black & Decker Inc	SWK.N	97.80	-1.45%	$15.0B	84%	0.78x
Masco Corporation	MAS.N	73.25	+0.63%	$14.4B	59%	0.55x
Textron Inc	TXT.N	83.04	+0.84%	$14.2B	21%	1.06x
Allegion PLC	ALLE.N	157.48	-1.40%	$13.6B	56%	1.20x
Lennox International Inc	LII.N	393.39	+0.57%	$13.5B	3%	0.93x
HUNTINGTON INGALLS INDUSTRIES, INC.	HII.N	294.21	-0.57%	$11.7B	16%	1.13x
Generac Holdings Inc.	GNRC.N	183.80	-6.84%	$11.6B	30%	1.97x
Pentair PLC	PNR.N	61.67	-0.69%	$9.9B	2%	1.28x
A. O. Smith Corporation	AOS.N	60.38	-2.53%	$8.4B	22%	0.88x
Builders FirstSource Inc	BLDR.N	67.72	+0.76%	$7.2B	3%	0.73x

Company	Symbol	Last	% Chg	Mkt Cap	52W Pos	Rel Vol
Walmart Inc	WMT.OQ	103.09	+0.45%	$816.7B	19%	0.77x
Costco Wholesale Corp	COST.OQ	945.47	+1.16%	$414.5B	40%	0.66x
Coca-Cola Co	KO.N	89.66	+0.67%	$383.2B	90%	0.59x
The Procter & Gamble Company	PG.N	143.78	+0.45%	$332.7B	21%	0.96x
Philip Morris International Inc	PM.N	191.89	+0.74%	$296.9B	76%	1.17x
PepsiCo, Inc.	PEP.OQ	141.07	+0.97%	$190.7B	19%	1.01x
Altria Group Inc	MO.N	68.65	+1.45%	$113.0B	62%	0.88x
Monster Beverage Corporation	MNST.OQ	46.86	+0.34%	$91.3B	83%	0.55x
Mondelez International Inc	MDLZ.OQ	62.36	-0.11%	$79.7B	72%	1.15x
Target Corp	TGT.N	163.18	-1.66%	$75.4B	91%	0.77x
Colgate-Palmolive Company	CL.N	90.75	-0.23%	$72.5B	65%	0.68x
Keurig Dr Pepper Inc	KDP.OQ	32.18	+0.94%	$43.4B	82%	0.78x
Sysco Corporation	SYY.N	81.94	-0.62%	$39.5B	58%	1.05x
Estee Lauder Companies Inc	EL.N	103.39	-2.66%	$38.4B	67%	0.90x
Archer-Daniels-Midland Co	ADM.N	81.54	+3.08%	$38.1B	79%	0.96x
Kenvue Inc.	KVUE.N	19.17	-0.16%	$36.9B	76%	0.52x
Kimberly-Clark Corporation	KMB.OQ	109.55	-0.39%	$36.6B	44%	0.78x
The Hershey Company	HSY.N	179.05	-1.25%	$36.4B	23%	0.57x
Kroger Co	KR.N	57.72	+1.39%	$34.9B	16%	0.93x
The Kraft Heinz Company	KHC.OQ	25.70	+2.27%	$29.8B	66%	1.01x
Caseys General Stores Inc	CASY.OQ	755.47	-1.04%	$28.2B	61%	1.24x
Dollar General Corp	DG.N	122.89	-2.38%	$27.8B	44%	1.24x
Dollar Tree Inc	DLTR.OQ	128.26	+0.99%	$24.4B	75%	0.90x
Church & Dwight Co Inc	CHD.N	101.26	-1.08%	$24.3B	81%	0.76x
Constellation Brands, Inc.	STZ.N	130.69	-0.56%	$22.4B	10%	1.97x
General Mills Inc	GIS.N	41.55	+2.74%	$21.6B	50%	1.00x
Bunge Global SA	BG.N	115.48	+3.50%	$21.4B	67%	0.92x
Tyson Foods Inc	TSN.N	55.40	+0.09%	$19.5B	26%	0.72x
McCormick & Company, Incorporated	MKC.N	55.33	+1.45%	$14.7B	38%	0.67x
The J. M. Smucker Company	SJM.N	132.34	+0.38%	$14.1B	93%	0.90x
Brown-Forman Corporation	BFb.N	27.22	-0.22%	$12.6B	50%	0.85x
The Clorox Company	CLX.N	102.53	-1.06%	$12.5B	40%	0.94x
Hormel Foods Corp	HRL.N	21.57	+1.36%	$11.7B	27%	2.25x
Conagra Brands, Inc.	CAG.N	16.09	+0.44%	$7.7B	46%	0.69x
Molson Coors Beverage Company	TAP.N	41.46	+0.68%	$7.4B	20%	0.77x
Campbell's Co	CPB.OQ	23.39	+0.47%	$6.9B	26%	0.73x

Company	Symbol	Last	% Chg	Mkt Cap	52W Pos	Rel Vol
Exxonmobil Holdings Corp	XOM.N	156.71	+0.17%	$643.3B	71%	0.86x
Chevron Corporation	CVX.N	201.86	+1.05%	$394.7B	81%	0.74x
ConocoPhillips	COP.N	130.35	+0.64%	$155.6B	89%	0.70x
Marathon Petroleum Corporation	MPC.N	368.83	+1.46%	$102.1B	101%	0.76x
Valero Energy Corp	VLO.N	352.36	+1.66%	$99.8B	100%	0.70x
Phillips 66	PSX.N	244.01	+1.75%	$95.7B	98%	0.61x
The Williams Companies, Inc.	WMB.N	73.73	-0.62%	$90.7B	74%	0.84x
SLB N.V.	SLB.N	57.33	+4.22%	$81.6B	95%	1.76x
EOG Resources, Inc.	EOG.N	143.35	-0.80%	$75.8B	80%	0.97x
Kinder Morgan, Inc.	KMI.N	31.56	+0.06%	$70.2B	65%	0.59x
Targa Resources Corp.	TRGP.N	287.82	-0.39%	$62.0B	88%	0.55x
Baker Hughes Company	BKR.OQ	62.41	+0.48%	$61.7B	70%	0.69x
ONEOK, Inc.	OKE.N	94.76	+0.04%	$59.7B	91%	0.62x
Occidental Petroleum Corp	OXY.N	59.10	-0.12%	$59.1B	71%	0.64x
Diamondback Energy, Inc.	FANG.OQ	197.67	-1.42%	$56.2B	77%	1.31x
Devon Energy Corporation	DVN.N	47.35	+0.49%	$51.8B	75%	0.64x
EQT Corporation	EQT.N	54.57	-0.37%	$34.3B	33%	0.61x
Halliburton Company	HAL.N	36.18	+1.94%	$29.6B	67%	0.74x
Texas Pacific Land Corporation	TPL.N	364.38	-1.44%	$25.5B	34%	0.65x
Expand Energy Corporation	EXE.OQ	98.16	+0.16%	$22.7B	32%	0.57x
APA Corporation	APA.OQ	42.54	+0.38%	$14.8B	87%	0.56x

Company	Symbol	Last	% Chg	Mkt Cap	52W Pos	Rel Vol
NextEra Energy, Inc.	NEE.N	81.84	-1.22%	$174.1B	43%	1.62x
Southern Co	SO.N	88.25	-0.90%	$102.4B	26%	1.29x
Constellation Energy Corp	CEG.OQ	276.75	-2.00%	$100.1B	26%	0.61x
Duke Energy Corp	DUK.N	120.25	-0.49%	$94.2B	31%	0.55x
American Electric Power Company Inc	AEP.OQ	122.31	-0.33%	$66.8B	47%	0.63x
Dominion Energy, Inc.	D.N	65.55	-1.43%	$58.5B	57%	0.87x
Sempra	SRE.N	84.31	-0.52%	$55.4B	24%	1.05x
Entergy Corp	ETR.N	105.75	-0.69%	$49.7B	61%	0.54x
Xcel Energy Inc	XEL.OQ	76.45	-0.92%	$48.2B	40%	0.94x
Vistra Corp.	VST.N	137.09	-1.95%	$46.9B	5%	0.76x
Exelon Corp	EXC.OQ	43.93	-0.07%	$45.4B	17%	0.71x
PG&E Corp	PCG.N	16.60	-7.52%	$39.5B	47%	3.61x
Consolidated Edison, Inc.	ED.N	107.49	+0.75%	$39.5B	59%	0.71x
Public Service Enterprise Group Incorporated	PEG.N	73.19	-0.19%	$36.5B	4%	1.08x
WEC Energy Group, Inc.	WEC.N	106.22	-0.06%	$34.6B	19%	0.66x
Ameren Corporation	AEE.N	106.12	-0.59%	$29.6B	44%	0.75x
Edison International	EIX.N	70.17	-4.76%	$28.4B	61%	1.42x
DTE Energy Company	DTE.N	135.86	-0.28%	$28.3B	33%	0.65x
Atmos Energy Corporation	ATO.N	166.65	-0.34%	$28.3B	20%	0.63x
American Water Works Company, Inc.	AWK.N	138.30	+1.18%	$27.2B	71%	0.60x
FirstEnergy Corp	FE.N	45.88	-0.80%	$26.8B	32%	0.63x
Eversource Energy	ES.N	70.84	-0.11%	$26.7B	59%	0.55x
PPL Corp	PPL.N	34.20	-0.70%	$25.9B	15%	0.63x
CenterPoint Energy, Inc.	CNP.N	39.24	-0.13%	$25.9B	30%	1.37x
NRG Energy Inc	NRG.N	111.12	-2.88%	$24.1B	-0%	0.99x
CMS Energy Corporation	CMS.N	68.21	-0.20%	$21.4B	2%	0.56x
NiSource Inc.	NI.N	40.57	-0.95%	$19.6B	20%	0.59x
Evergy, Inc.	EVRG.OQ	80.65	-0.95%	$18.8B	56%	0.78x
Alliant Energy Corp	LNT.OQ	68.03	-0.26%	$17.7B	30%	0.95x
Pinnacle West Capital Corporation	PNW.N	97.64	-0.26%	$11.9B	48%	0.68x
The AES Corporation	AES.N	14.73	-0.14%	$10.5B	45%	0.63x

Company	Symbol	Last	% Chg	Mkt Cap	52W Pos	Rel Vol
Linde PLC	LIN.OQ	489.51	+0.86%	$223.7B	63%	0.60x
Newmont Corporation	NEM.N	127.98	-3.26%	$139.4B	88%	1.36x
Freeport-McMoRan Inc	FCX.N	76.45	-2.51%	$112.6B	92%	1.11x
Sherwin-Williams Co	SHW.N	344.86	-0.10%	$83.8B	63%	0.77x
Ecolab Inc.	ECL.N	286.75	+0.29%	$80.1B	66%	0.55x
Air Products and Chemicals, Inc.	APD.N	308.09	+0.86%	$68.0B	93%	1.48x
CRH PLC	CRH.N	95.86	+0.29%	$63.6B	9%	0.69x
Nucor Corporation	NUE.N	250.50	-0.74%	$57.3B	80%	0.70x
Corteva, Inc.	CTVA.N	83.90	+1.82%	$55.0B	77%	0.82x
Martin Marietta Materials, Inc.	MLM.N	531.05	+0.47%	$37.5B	5%	0.81x
Vulcan Materials Co	VMC.N	274.51	+0.24%	$35.5B	28%	0.62x
Steel Dynamics Inc	STLD.OQ	234.66	-0.50%	$33.8B	67%	0.56x
Smurfit WestRock PLC	SW.N	48.29	-0.70%	$25.5B	78%	0.58x
PPG Industries, Inc.	PPG.N	114.22	+0.66%	$25.2B	52%	0.82x
International Flavors & Fragrances Inc.	IFF.N	87.95	+1.27%	$22.2B	95%	0.78x
Dow Inc.	DOW.N	30.51	+0.59%	$21.9B	45%	0.57x
Packaging Corp of America	PKG.N	240.39	-1.35%	$21.7B	72%	0.67x
Amcor PLC	AMCR.N	46.67	+0.32%	$21.5B	71%	0.62x
International Paper Co	IP.N	39.31	-1.43%	$21.1B	48%	0.90x
LyondellBasell Industries N.V.	LYB.N	63.67	+0.97%	$20.4B	52%	0.45x
CF Industries Holdings Inc	CF.N	125.79	+0.06%	$19.0B	76%	0.55x
Ball Corp	BALL.N	63.77	+0.63%	$16.8B	81%	0.68x
Albemarle Corp	ALB.N	137.36	+1.17%	$16.0B	44%	0.64x
Avery Dennison Corp	AVY.N	177.75	-0.33%	$13.5B	54%	0.97x
Mosaic Co	MOS.N	23.60	-0.67%	$7.6B	22%	0.59x

Company	Symbol	Last	% Chg	Mkt Cap	52W Pos	Rel Vol
Welltower Inc.	WELL.N	238.07	-0.64%	$172.7B	83%	0.73x
Prologis, Inc.	PLD.N	140.70	-0.81%	$134.8B	71%	0.55x
Equinix, Inc.	EQIX.OQ	1,044.41	-2.98%	$106.2B	79%	0.54x
American Tower Corporation	AMT.N	176.23	+1.19%	$81.2B	36%	0.65x
Digital Realty Trust, Inc.	DLR.N	185.47	-3.45%	$71.3B	63%	0.63x
Simon Property Group Inc	SPG.N	214.56	-0.15%	$69.5B	64%	0.77x
Realty Income Corporation	O.N	61.98	+0.29%	$58.5B	51%	0.73x
Public Storage	PSA.N	313.51	+0.74%	$58.1B	72%	0.54x
Vivmark Residential	VMRK.N	65.54	+0.06%	$50.7B	57%	1.48x
Ventas, Inc.	VTR.N	91.81	-1.16%	$47.6B	72%	0.62x
CBRE Group, Inc.	CBRE.N	150.82	+2.45%	$42.6B	55%	0.85x
Iron Mountain Inc	IRM.N	117.40	-4.31%	$36.5B	70%	0.76x
Crown Castle Inc	CCI.N	76.14	+1.48%	$31.9B	21%	0.58x
Extra Space Storage Inc.	EXR.N	142.91	+0.08%	$30.2B	52%	0.73x
VICI Properties Inc	VICI.N	25.87	+0.39%	$28.4B	1%	0.47x
SBA Communications Corp	SBAC.OQ	190.95	+2.13%	$19.8B	46%	0.77x
Essex Property Trust, Inc.	ESS.N	284.03	+1.16%	$18.0B	70%	1.00x
Invitation Homes Inc.	INVH.N	29.24	+0.03%	$17.3B	70%	0.95x
Weyerhaeuser Company	WY.N	23.64	-0.25%	$17.1B	38%	0.68x
Kimco Realty Corp	KIM.N	23.78	-0.13%	$16.0B	58%	0.75x
Host Hotels & Resorts, Inc.	HST.OQ	22.28	-0.27%	$15.3B	68%	0.55x
Mid-America Apartment Communities Inc	MAA.N	129.61	+0.64%	$14.9B	36%	1.16x
Healthpeak Properties, Inc	DOC.N	20.96	-1.23%	$14.6B	73%	0.60x
Regency Centers Corp	REG.OQ	75.52	+0.08%	$13.8B	51%	0.57x
CoStar Group, Inc.	CSGP.OQ	32.22	+2.81%	$12.7B	10%	0.58x
UDR, Inc.	UDR.N	37.12	+0.11%	$11.9B	46%	0.67x
BXP, Inc.	BXP.N	69.32	-0.93%	$11.2B	66%	0.65x
Camden Property Trust	CPT.N	106.35	+0.53%	$10.6B	42%	1.57x
Federal Realty Investment Trust	FRT.N	116.75	-0.15%	$10.2B	70%	0.73x
Alexandria Real Estate Equities, Inc	ARE.N	51.57	-1.36%	$9.1B	25%	0.65x

🍁 Focus

Canada

🍁 Canada

Yielding on French could restart trade talks, Canadian officials say

Washington signaled it won't challenge Quebec's French-language rules, a small concession that Canadian officials hope reopens the broader trade file.
Canada adds 50% tariffs to US copper wire, wood charcoal

Ottawa swapped out fish and seafood from its counter-tariff list for copper wire and charcoal, after industry pushback on the original list.
Canadian dollar edges higher as current account swings to surprise surplus

Canada posted its first current-account surplus in four years (C$8.84B), well ahead of the forecast deficit, led by strong energy and goods exports.
Canada hires U.S. scholars from Harvard and other top universities

A crackdown on American academia has handed Canadian universities a rare opening to lure top researchers north — 64 scholars awarded C$504M so far.

📅 Weekly Calendar

Canada Earnings — Week Ahead

Calendar of Canada Earnings — Week Ahead

Companies This Week: 17 | Week of August 25–31, 2026 | Source: LSEG SmartEstimate

⭐ This Week's Headline

Big Six Bank Week

All six of Canada's major banks report this week — BMO & Scotiabank Tuesday, National Bank Wednesday, RBC, TD & CIBC Thursday. Together they carry roughly $1.2 trillion of the week's combined market cap on this calendar.

Company	Symbol	Mkt Cap	Mean EPS Est (FQ1)	EPS Yr-Ago (FQ-3)	Report Time
Tuesday, August 25 — 6 companies
Bank of Montreal	BMO.TO	$168.1B	3.75	3.23	Before Open
The Bank of Nova Scotia	BNS.TO	$149.0B	2.10	1.88	Before Open
Perseus Mining Ltd	PRU.TO	$8.2B	—	—	After Close
Westgold Resources Limited	WGX.TO	$6.0B	—	—	After Close
Paladin Energy Ltd	PDN.TO	$5.2B	0.02	—	After Close
Aduro Clean Technologies Inc	ACT.TO	$747M	(0.13)	(0.13)	After Close
Wednesday, August 26 — 4 companies
National Bank of Canada	NA.TO	$83.8B	3.20	2.68	Before Open
EQB Inc.	EQB.TO	$5.7B	2.25	2.07	After Close
Serabi Gold PLC	SBI.TO	$468M	—	—	Before Open
Corby Spirit and Wine Ltd	CSWa.TO	$454M	0.23	—	After Close
Thursday, August 27 — 5 companies
Royal Bank of Canada	RY.TO	$394.1B	4.08	3.84	Before Open
Toronto-Dominion Bank	TD.TO	$271.3B	2.47	2.20	Before Open
Canadian Imperial Bank of Commerce	CM.TO	$146.5B	2.53	2.16	Before Open
Southern Cross Gold Consolidated Ltd	SXGC.TO	$3.3B	0.00	(0.01)	After Close
Pioneer AI Foundry Inc	JPEG.NLB	$0M	—	—	During Market
Friday, August 28 — 1 company
Laurentian Bank of Canada	LB.TO	$1.8B	0.63	0.78	Before Open
Monday, August 31 — 1 company
Roots Corp	ROOT.TO	$160M	—	—	Before Open

🏛 Focus

Greece

🏛 Greece

Gerapetritis on Greek-Turkish relations: "vigilant, but not worried"

The foreign minister says Athens now drives regional developments while Turkey responds — a reversal from seven years ago.
Mitsotakis signals Greece's next moves on economy and Turkey

The PM frames continued debt reduction as "national liberation" while insisting dialogue with Ankara isn't submission.

🏆 Around the Leagues

Sports

⭐ Also Noteworthy

The Champions League league-phase draw (Arsenal-Real Madrid, Barcelona-PSG) and Greece's 33-medal haul at the Mediterranean Games are both the kind of stories that travel beyond their usual audience today.

🇪🇺 Champions League

UEFA Champions League 2026-27 league phase draw sets blockbuster ties

The draw, held August 27 in Monaco, pairs Arsenal with Bayern Munich and Real Madrid, and Barcelona with Manchester City and PSG. League phase begins September 8-10; the final is June 5, 2027 in Madrid.

🏀 EuroLeague

EuroLeague transfer market update: Panathinaikos signs Francisco, Olympiacos holds core

Panathinaikos officially added Sylvain Francisco while keeping Yabusele and Bonga through 2029; Olympiacos retained Montero and Miller-McIntyre. Elsewhere, Bayern signed MarJon Beauchamp and Baskonia added Kenneth Faried.

🇬🇷 Greek National Teams & Athletes

Greece reaches 33 medals at the 2026 Mediterranean Games in Taranto

A historic day pushed Greece's medal count to 33 at the Taranto Games, building on earlier hauls in swimming and shooting — one of the country's strongest multi-sport showings in years.

🏃 Distance Running

Course records fall at Ultra-Trail des Chic-Chocs

Mylène Sansoucy took over 40 minutes off her own course record at the 88k Chic-Chocs race (13:03:37) for her second straight title; Justin Gaudreau set the men's overall course record (10:50:00).

🏒🏈 North American Sports

NHL / NFL

🏒 NHL

NHL Rumors: Makar's Avalanche extension nears close, Oilers' camp hit by injuries

Elliotte Friedman says the two-time Norris winner's deal is closing in and could become one of the richest — or most team-friendly — in the league, with Quinn Hughes' camp watching closely for comparables. Meanwhile, Matt Savoie, Frederik Andersen, Alec Regula and Mattias Janmark will all miss the start of Oilers camp, raising penalty-kill depth concerns as Edmonton weighs the free-agent market.

🏈 NFL

NFL preseason Week 3 — the final chance for roster-bubble players

Thursday's slate (Bills-Steelers, Browns-Patriots, Raiders-49ers, Chargers-Rams) kicks off the last preseason week before rosters are cut, with more games Friday and Saturday.

📚 From Your Library

Daily Idea

Law Is the Ultimate Subsidy

We treat the legal system as a neutral referee of free enterprise, but state law actually acts as the ultimate subsidy for capital. State coercion actively enforces the legal modules that protect private assets.

The Code of Capital — Katharina Pistor

📚 Books & Ideas

The 30,000-mile fish finger

Ed Conway traces a Scottish-caught fish through 30,000 miles of processing in China before it becomes a UK fish finger — a vivid parable for how globalization hides its own supply chains.
App Life in China

A postcard essay on how thoroughly apps mediate daily life in China now — frictionless spending and dense surveillance, side by side.
The Money Trap

Alok Sama's SoftBank memoir, on Masayoshi Son's outsized bets and near-misses — currently about a quarter through.

📥 New In Your Feed

Reading Queue

What landed in Readwise Reader overnight, in full — tap to expand.

The 30,000-mile fish finger

Ed Conway · Substack

A fish caught near Scotland travels 30,000 miles before becoming a UK fish finger — most processing happens in China.

Read it →
Inside OpenAI's Reboot

Alex Heath · TIME

OpenAI refocuses on safety and product quality after losing ground to Anthropic.

Read it →
The choices we make about AI now are critical

Bill Gates · Gatesnotes

A long essay on managing AI's risks and benefits before it's too late.

Read it →
App Life in China

ChinaFile

Digital life in China in 2026 — frictionless spending, dense surveillance.

Read it →
The Money Trap

Alok Sama

A SoftBank memoir on Masayoshi Son's biggest bets and misses — currently in progress.

Read it →

Today's Top 5 Stories

Fed Chair Warsh faces a make-or-break Jackson Hole test as bond markets fray

Nvidia's blowout guidance erases AI-bubble fears, ignites a broad chip rally

Trump renames Lake Ontario "Lake America" as the trade war deepens

Iran says it will name its terms for reopening the Strait of Hormuz

Greece to sign deal for two Italian frigates in September

Market Pulse

Sector Heatmap

Canada

Canada Earnings — Week Ahead

Calendar of Canada Earnings — Week Ahead

Big Six Bank Week

Greece

Sports

NHL / NFL

Daily Idea

Law Is the Ultimate Subsidy

Reading Queue