North American Morning Briefing: Stocks Set to End Quarter on a High -2-

Bank of Montreal to Buy Australia-Based Capital-Markets Business of Euroz Hartleys Group; Euroz Hartleys Group's Private Wealth Business Will Remain Independent, Enter Into a Strategic Alliance Agreement With BMO

NexGen Energy Target Price Cut 7.1% to A$19.50/Share by UBS

Orvana Minerals Buys Evelina Claims From Pan American Silver Unit for $1.2M

Silvercorp Metals To Experience Temporary Slowdown in Operations at Ying, GC Mining Operations; Slowdown Related to New Nationwide Safety Measures Imposed Across Chinese Mining Industry; Will Work With Government Regulators as Company Implements New Safety Systems, Obtains Necessary Approvals to Resume Full Operations

Southern Cross Gold Target Price Cut 2% to A$12.25/Share by UBS

Tecsys FY Outlook Revenue Growth 2% - 4%; FY Outlook Adj EBITDA Margin 11% - 13%; 4Q Net Loss CAD 0.2; 4Q Rev C$50M; 4Q Loss/Shr C$0.02; Sees FY27 Total Rev Growth 2% to 4%

Tilray Brands Buys HelloMD; Doesn't Disclose Terms of HelloMD Deal

Market Talk:

Canada Manufacturing Firms Fall to Historic Low in 1Q

Expected Major Events for Tuesday

04:30/JPN: May Preliminary Report on Petroleum Statistics

05:00/JPN: May Housing Starts

05:00/JPN: May Construction Orders

06:00/GER: May Foreign trade price indices

06:00/UK: 1Q Balance of Payments

06:00/UK: 1Q Business investment revised results

06:00/UK: 1Q UK quarterly national accounts

06:00/GER: May Retail Trade

06:45/FRA: May Housing starts

06:45/FRA: May Household consumption expenditure in manufactured goods

06:45/FRA: May PPI

06:45/FRA: Jun Provisional CPI

07:55/GER: Jun Labour market statistics (incl unemployment)

08:00/ITA: May PPI

08:00/GER: Jun Bavaria CPI

08:00/GER: Jun North Rhine Westphalia CPI

08:00/GER: Jun Saxony CPI

08:00/GER: Jun Brandenburg CPI

08:00/GER: Jun Hesse CPI

08:00/GER: Jun Baden-Wuerttemberg CPI

08:59/JPN: Jun Monthly Economic Report

09:00/ITA: Jun Provisional CPI

09:00/ITA: Jun Cities CPI

12:00/GER: Jun Provisional CPI

12:30/CAN: Jun Principal field crop areas

12:30/CAN: Apr GDP

12:55/US: 06/27 Johnson Redbook Retail Sales Index

13:00/US: Apr U.S. Monthly House Price Index

13:00/US: Apr S&P Cotality Case-Shiller Indices

13:45/US: Jun Chicago Business Barometer - ISM-Chicago Business Survey - Chicago PMI

14:00/US: Jun Consumer Confidence Index

14:00/US: May Job Openings & Labor Turnover Survey

20:30/US: API Weekly Statistical Bulletin

23:50/JPN: 2Q Tankan Survey of Enterprises in Japan

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Expected Earnings for Tuesday

Constellation Brands Inc (STZ) is expected to report $3.16 for 1Q.

Fathom Holdings Inc (FTHM) is expected to report $-0.06 for 1Q.

Mega Matrix Inc (MPU) is expected to report for 1Q.

NIKE Inc (NKE) is expected to report $0.12 for 4Q.

National Beverage Corp (FIZZ) is expected to report $0.47 for 4Q.

Progress Software Corp (PRGS) is expected to report $0.39 for 2Q.

Scorpius Holdings Inc (SCPX) is expected to report for 4Q.

Scully Royalty Ltd (SRL) is expected to report for Full year.

WeShop Holdings Ltd (WSHP) is expected to report for 1Q.

Wins Finance Holdings Inc (WINSF) is expected to report for Interim.

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ANALYST RATINGS ACTIONS

Amphastar Pharmaceuticals Cut to Underperform From Neutral by B of A Securities

Biohaven Cut to Underperform From Neutral by B of A Securities

Bio-Techne Cut to Neutral From Buy by Citigroup

Brightstar Lottery Cut to Hold From Buy by Argus Research

Casey's General Stores Raised to Outperform From Market Perform by BMO Capital

Conmed Cut to Underperform From Neutral by B of A Securities

Cytokinetics Raised to Buy From Neutral by UBS

Definitive Healthcare Cut to Underperform From Buy by B of A Securities

Delek US Raised to Buy From Hold by TD Cowen

Doximity Cut to Underperform From Buy by B of A Securities

Evommune Cut to Market Perform From Outperform by William Blair

FuelCell Raised to Buy From Neutral by B. Riley Securities

Liquidia Cut to Neutral From Buy by B of A Securities

Methode Electronics Raised to Outperform From Market Perform by Barrington Research

MSG Entertainment Cut to Neutral From Buy by Seaport Global

PBF Energy Raised to Hold From Sell by TD Cowen

Prime Medicine Raised to Buy From Neutral by HC Wainwright & Co.

Primoris Services Raised to Overweight From Neutral by JP Morgan

Sezzle Cut to Perform From Outperform by Oppenheimer

Synaptics Cut to Equal-Weight From Overweight by Barclays

Synaptics Cut to Hold From Buy by Deutsche Bank

United Rentals Raised to Outperform From Neutral by BNP Paribas

Viridian Therapeutics Raised to Overweight From Equal-Weight by Wells Fargo

Warner Bros. Discovery Raised to Buy From Neutral by Seaport Global

This article is a text version of a Wall Street Journal newsletter published earlier today.

(END) Dow Jones Newswires

June 30, 2026 06:17 ET (10:17 GMT)