U.S. steelmaker Nucor (NUE) is scheduled to release its 2024 second-quarter results after the market close on July 27. The company raised its Q2 earnings guidance on June 17, projecting GAAP EPS of $4.70–$4.80, above the analyst consensus of $4.53, and said it expects revenue to be significantly higher than a year earlier. The upward revision reflects stronger-than-expected supply-demand conditions and pricing power in the steel industry, providing a direct positive catalyst for NUE shares.

VOO, QQQ and DIA are set to be driven this week by a heavy earnings slate from the “Magnificent 7” and other large companies including Visa and Coca-Cola, with average profit growth running at 37.8%, according to FactSet data. The ETFs are also in focus ahead of the Federal Reserve’s interest-rate decision on Wednesday, where markets broadly expect rates to be held at 3.50%-3.75%, even as the probability of a hike this year remains 65%. A third factor is a temporary easing in the U.S.-Iran conflict, which is influencing broader risk appetite. Together, these catalysts are shaping near-term trading in the index-linked funds.

Twelve U.S.-listed companies valued above $50 billion are expected to see double-digit post-earnings moves, based on options-implied volatility of 10.36% to 27.25%, with results due July 28–30, 2026. The list includes Equinix, Robinhood, Vertiv, Quanta Services, Amphenol, Fortinet, Lam Research, Corning, Teradyne, Monolithic Power, KLA and Bloom Energy. All are traditional assets with no crypto underlying, making this a high-frequency, high-volatility earnings window that can act as a short-term trading catalyst.

NovoCure reported fiscal 2026 second-quarter revenue of $183.6 million, up 16% year over year, and a loss that narrowed to 13 cents per share, both ahead of expectations. The company raised its full-year revenue guidance to $710 million–$725 million. However, the Phase 3 TRIDENT trial in newly diagnosed glioblastoma did not meet its primary endpoint for overall survival, fueling concerns about expansion of its core indications. Even with a CE Mark for Optune Pax in pancreatic cancer and plans to reduce costs via a redesigned LUNAR-2 trial, the stock weakened as investors focused on the clinical readout.

The U.S. Defense Department has awarded Oracle a 10-year enterprise software agreement valued at $7 billion, negotiated by the Department of the Navy and covering on-premises Oracle licenses. The deal is structured as a five-year base period with a five-year option period and is intended to consolidate licensing and improve visibility into technology usage and spending. Following the announcement, Oracle shares rose 2.27% in after-hours trading to $122.74, according to Benzinga Pro.

Earnings season has been heating up. Tesla and Google both reported earlier this week, and Intel Corp. (NASDAQ:INTC) posted its own print after the close yesterday. This one matters beyond Intel itself. It was the

Tesla (TSLA) shares have fallen through two key technical support levels, breaking below $372—an area that held in May and June—and then slipping under $343. The analysis says the downside momentum has accelerated as the stock remains in a downtrend. It points to $286, the low from last July, as the next potential support level if the decline continues.

Celsius Holdings (CELH) fell to $27.15 on Thursday, setting a new 52-week low and slipping below the prior low of $27.47. The chart remains decisively bearish, with a March death cross still in place and the stock trading well below key moving averages while MACD stays negative. Attention now turns to the Aug. 6 earnings report, where analysts expect EPS of 43 cents versus 47 cents a year earlier on revenue of about $890 million versus $740 million, alongside a 66.2-times earnings valuation. Three firms have recently cut price targets even while keeping Buy ratings, and the consensus target of $52.08 still points to upside, according to Benzinga Pro.

The U.S. FDA’s Pharmacy Compounding Advisory Committee (PCAC) voted during its July 23–24 meeting to add the BPC-157 peptide to the 503A bulk compounding list, allowing state-licensed pharmacies to compound the ingredient. The decision creates a regulatory pathway for Hims & Hers Health to expand its peptide prescription product lineup. The stock rose 5.68% on the day, even as the Nasdaq fell 1.96% and the S&P 500 slipped 1.32%.