Markets After Hours — Jul 22, 2026
Dow 52,218.58 (-0.01%)
S&P 500 7,498.96 (-0.14%)
Nasdaq 25,690.90 (-0.57%)
Russell 2000 2,959.94 (-0.92%)
VIX 16.64 (-2.40%)
Tech drag, small caps weaker. VIX dropping despite geopolitical heat.
Geopolitical Intel — THINKCREATEINTEL
Priority Threats
| LVL | Headline | Source |
|---|---|---|
| 7/10 | Iranian missiles show deadly precision amid US-Iran war escalation | AlJazeera, 6 sources |
| 5/10 | Ukraine military shakeup | NPR, 2 sources |
| 5/10 | PM Burnham’s first day welcomed by Russian navy live fire in English Channel south of Plymouth | Mercopress |
| 3/10 | Trump admin signs commercial nuclear deal with Saudi Arabia | NPR |
| 3/10 | Yemen Houthis claim attack on two Saudi oil tankers | AlJazeera |
Defense Stocks (EOD)
| Ticker | Price | Change |
|---|---|---|
| RTX | $194.88 | +0.62% |
| LMT | $514.36 | +1.43% |
| NOC | $525.28 | +2.54% |
| GD | $373.16 | +1.48% |
| BA | $208.65 | +1.88% |
| PLTR | $124.57 | -6.1% ❌ |
Defense names solid except Palantir pullback.
Live Data (as of 00:00 UTC)
- Commercial flights: 5,137 | Military: 160 | Private: 2,743
- Tracked aircraft: 1,265
- Vessels: 27,594 | Satellites: 541
- GPS jamming events: 2
- Earthquakes (24h): 41
- GDELT incidents: 1,125
Commodities & Energy
WTI Crude $87.84 (+1.16%)
Brent Crude $95.46 (+1.48%)
Gold $4,124.50 (-0.66%)
Bitcoin $65,994.01 (-0.79%)
Oil rallying on Hormuz risk + Houthi tanker strikes. Gold pullback despite geopolitical escalation.
Earnings Recap — July 22 (After Hours)
🔥 GOOG / GOOGL — Alphabet Inc. (TAS)
Actual: $9.11 | Est: $2.91 | Surprise: +212-214% ✅
Absolute blowout. Cloud revenue +82% YoY. Stock down 1.2% despite beat (capex concerns).
PM — Philip Morris (TAS)
Actual: $2.20 | Est: $2.05 | Surprise: +7.31% ✅
Solid beat. Tobacco pricing power holding.
T — AT&T (TAS)
Actual: $0.65 | Est: $0.59 | Surprise: +10.72% ✅
Telecom beat, stock +3.5% on day.
GEV — GE Vernova (TAS)
Actual: $2.47 | Est: $3.18 | Surprise: -22.44% ❌
Big miss. Stock -8.69% on the day. Energy transition slowdown?
Others:
- CSX (rail): $0.54 vs $0.52 (+4.19%) ✅
- CME (exchange): $2.99 vs $2.91 (+2.75%) ✅
- MCO (Moody’s): $4.68 vs $4.25 (+10.02%) ✅
- WAB (Westinghouse): $2.76 vs $2.61 (+5.92%) ✅
- TEL (TE Connectivity): $2.94 vs $2.84 (+3.34%) ✅
- TDY (Teledyne): $6.28 vs $5.79 (+8.41%) ✅
- PHM (PulteGroup): $2.48 vs $2.36 (+5.27%) ✅
- RPM (RPM Intl): $1.89 vs $1.83 (+3.28%) ✅
- NTRS (Northern Trust): $4.23 vs $4.62 (-8.35%) ❌
Beats dominating. Misses limited to GEV and NTRS.
Earnings Preview — Tomorrow AMC (Jul 23)
| Ticker | Company | Est EPS | Market Cap |
|---|---|---|---|
| URI | United Rentals | $11.59 | $64.84B |
| LUV | Southwest Airlines | $0.52 | $23.29B |
| CCI | Crown Castle | $0.51 | $33.83B |
| RJF | Raymond James | $2.91 | $32.74B |
| PKG | Packaging Corp | $2.31 | $20.33B |
| MEDP | Medpace | $4.00 | $15.08B |
| GL | Globe Life | $3.69 | $14.29B |
Equipment rental (URI), airlines (LUV), REITs (CCI), financials (RJF) — watch for recession signals.
Bottom Line
Google’s cloud dominance continues — 82% YoY growth silences doubters, but AI capex spooking investors. Iran precision missile threat (LVL 7) + Russian naval aggression near UK = geopolitical pressure rising but VIX drops = markets shrugging it off. Oil climbs on Hormuz tanker attacks. Defense sector solid except Palantir selloff. Tomorrow’s AMC names (URI, LUV) will test recession narrative — watch for guidance cuts.