TDAGeneric NAM

MARKET RECAP at 4 pm ET Wall Street ended lower, but some tech stocks rose on Anthropic’s strong Coming Up revenue forecast even as oil prices remained elevated amid persistent U.S- Iran tensions. The dollar edged lower, lifting gold as traders pushed back Fed rate expectations. Meanwhile, the 30- year Treasury yields hit their highest level since 2007.

STOCKS Close Chng % Chng Yr-high Yr-low

Nasdaq 26, ,190.21 20,690.25 S&P 500 7, ,816.70 6,316.91 Toronto 36, ,844.73 27,802.11 FTSE 10, ,989.45 9,670.46 Eurofirst 2, ,652.27 2,231.14 Nikkei 69, ,831.73 50,558.91 Hang Seng 25, ,056.10 22,518.00

10-year 4.7239 -7 /32 People shop at a Home Depot store in Manhattan in New York City, February 25, 2025. 2-year 4.1816 -1 /32 REUTERS/Jeenah Moon 5-year 4.3781 -2 /32 30-year 5.3114 -22 /32 Home Depot is expected to report a spending as consumers contend with rise in second-quarter revenue, with high borrowing costs and a softer FOREX Last % Chng investors watching for signs of housing market. Investors will look for Euro/Dollar 1.1579 0.09 resilience in home-improvement comments on consumer demand, big- Dollar/Yen 159.47 0.11 Sterling/Dollar 1.3542 0.09 Dollar/CAD 1.3874 0.01 KEY ECONOMIC EVENTS USD/CNH (Offshore) 6.7423 -0.03 Events ET Poll Prior

COMMODITIES ($) Price Chng % Chng Building Permits: Number for July 0830 1.370 mln 1.374 mln Building Permits: Change MM for July 0830 -- -2.6% Front Month Crude /barrel Spot gold (NY/oz) Housing Starts Number for July 0830 1.350 mln 1.427 mln Copper U.S. (front month/lb) Housing Starts MM: Change for July 0830 -- 19% CRB Index Total Return Import Prices MM for July 0830 0.1% 0.3% Export Prices MM for July 0830 0.2% -0.6% S&P 500 Price $ Chng % Chng Import Prices YY for July 0830 -- 7.1% GAINERS SanDisk Corporation Industrial Production MM for July 0915 0.3% 0.1% Coherent Corp. Capacity Utilization SA for July 0915 76.3% 76.1% Marvell Technology, Inc. Manufacturing Output MM for July 0915 0.2% 0.0% LOSERS Carvana Co Industrial Production YY for July 0915 -- 1.14% Constellation Brands, Inc. Pending Homes Index for July 1000 -- 72.5 Charter Communications, Inc. Pending Home Sales Change MM for July 1000 0.3% -5.4%

ticket purchases, housing-market from 29 states, alleging it improperly expected at 1.350 million units, trends and the company's annual captured data from minors, designed compared to 1.427 million units in forecast. its social media platforms to addict June. Additionally, building permit children and misled the public about numbers are seen at 1.370 million their safety. units in July, compared to 1.374 million units in the prior month. Pending On the U.S. economic calendar, the home sales data for July is likely to central bank is set to release July show a 0.3% rise, after slipping 5.4% in industrial production, expected to June. rise 0.3% after increasing 0.1% in the prior month, while capacity utilization Separately, Chile's central bank is set for the industrial sector is seen at to report second-quarter GDP, with the 76.3%. Also, the Labor Department's economy expected to have grown 0.2% REUTERS/Daniel Cole Bureau of Labor Statistics will release annually, after contracting 0.5%. On a July import prices, projected to rise quarter-on-quarter basis, the economy Opening statements are expected to 0.1% after a 0.3% rise in June. The likely grew 0.3% after shrinking 0.3% in begin as Meta faces a landmark trial in Commerce Department's Census the previous quarter. federal court in California over claims Bureau will report July housing starts,

KEY RESULTS Company Name* Quarter ET Smart Estimates EPS Estimates** Year Ago Rev Estimates (mln)

Jack Henry & Associates Q4 AMC $1.47 $1.46 $1.75 $630.83 Keysight Technologies Q3 AMC $2.48 $2.48 $1.72 $1,737.35 The Home Depot Q2 BMO $4.73 $4.73 $4.68 $47,267.19

*Includes companies on S&P 500 index. **Estimates may be updated or revised; release times based on company guidance or past practice.

All analysts' estimates are according to LSEG IBES data.