Thursday, July 30, 2026 · Regular Hours
The overnight tape, today’s scheduled risk, and the stories most likely to matter at the open.
5 opening signals
Nasdaq 100 Futures leads at +1.93%; Dow Futures trails at +0.65%.
Semiconductors are still being bought before the open: 11 of 12 tracked names are green with an average pre-market move of 6.79%. That argues against a clean topping signal so far.
Personal Income MoM (Jun) is today’s next high-impact scheduled catalyst.
AMZN, AAPL, MA report today, with 1 before the open and 2 after the close.
EME (+18.27%): Emcor Group beats Q2 2026 estimates with non-GAAP EPS $9.06, revenue $5.2B, raises full-year revenue and EPS guidance
Top pick EME · Contrarian PWR
EME is moving +18.27%. Finviz points to Emcor Group beats Q2 2026 estimates with non-GAAP EPS $9.06, revenue $5.2B, raises full-year revenue and EPS guidance.
Prior close into pre-market
| Market | Last | Overnight | Prior |
|---|---|---|---|
S&P 500 ^GSPC | 7,426.26 | +1.51% | -1.52% |
Nasdaq Composite ^IXIC | 25,067.37 | +2.55% | -1.74% |
Dow Industrials ^DJI | 52,160.67 | +1.10% | -2.19% |
Russell 2000 ^RUT | 2,936.30 | +1.03% | -1.61% |
Global sessions, rates, and currencies
Largest extended-hours moves
6 market stories
EMCOR beat Q2 estimates with $9.06 EPS (vs. $7.23 est.) and reported a record $5.15B revenue, signaling stronger-than-expected operating performance and demand that validates its growth outlook.
Key fact: Q2 EPS $9.06 vs $7.23 estimate; revenue $5.15B, +19.8% year-over-year.
Emcor Group beats Q2 2026 estimates with non-GAAP EPS $9.06, revenue $5.2B, raises full-year revenue and EPS guidance
PWR is moving +14.75%. Finviz points to Quanta Services posts Q2 2026 beat with EPS $4.24, revenue $9.6B, raises 2026 guidance on broad demand, record backlog.
Quanta's stronger-than-expected Q2 — adjusted EPS $4.24 and $9.6B revenue — plus raised 2026 expectations reflects record backlog and cash flow, improving its earnings outlook.
Key fact: Q2 adjusted diluted EPS $4.24 vs $3.29 estimate, revenue $9.6 billion, and company said it is significantly increasing 2026 financial expectations with a $53.4 billion total backlog.
Quanta Services posts Q2 2026 beat with EPS $4.24, revenue $9.6B, raises 2026 guidance on broad demand, record backlog
MSFT is moving +16.66%. Finviz points to Microsoft beats Q4 estimates on accelerating Azure and AI growth as Bernstein lifts price target to $647.
Microsoft reported better-than-expected Q4 2026 results — $90B revenue, $40.6B operating income, Azure +43% YoY — and kept $175B capex guidance, highlighting strong cloud momentum and conservative spending versus peers.
Key fact: Q4 2026 revenue $90B; operating income $40.6B; Azure revenue +43% YoY; $175B annual capex guidance unchanged.
Microsoft beats Q4 estimates on accelerating Azure and AI growth as Bernstein lifts price target to $647
CMG is moving +12.78%. Finviz points to Chipotle posts Q2 non-GAAP EPS $0.33 (+0% YoY) on revenue $3.3B (+9% YoY), beats estimates and raises 2026 comp outlook.
Chipotle's stronger-than-expected Q2 results and upward revision to full-year comparable-sales guidance signal momentum for its 'Recipe for Growth' strategy and prompted analyst forecast increases.
Key fact: Q2 revenue $3.3 billion (up 9.3% YoY), comparable restaurant sales +2.2%, and management raised full-year comparable-sales guidance to the low single digits.
Chipotle posts Q2 non-GAAP EPS $0.33 (+0% YoY) on revenue $3.3B (+9% YoY), beats estimates and raises 2026 comp outlook
LRCX is moving +18.37%. Finviz points to Lam Research posts record fiscal Q4 results, raises 2026 WFE outlook to low-$150B, guides strong September quarter.
Lam Research reported record fiscal Q4 revenue of $6.72 billion and EPS of $1.82, topping estimates as AI-driven NAND demand and stronger memory sales boosted results.
Key fact: Q4 revenue $6.72B (record); EPS $1.82 vs Zacks estimate $1.69, driven by a sharp increase in NAND-related revenue.
Lam Research posts record fiscal Q4 results, raises 2026 WFE outlook to low-$150B, guides strong September quarter
VIX ^VIX | 17.83 | -13.70% | +13.45% |
| Market | Last | Overnight | Prior |
|---|---|---|---|
S&P 500 Futures ES=F | 7,458.00 | +0.83% | -1.53% |
Nasdaq 100 Futures NQ=F | 28,191.75 | +1.93% | -2.08% |
Dow Futures YM=F | 52,312.00 | +0.65% | -2.23% |
Russell 2000 Futures RTY=F | 2,945.60 | +0.84% | -1.66% |