North American Morning Briefing: Nvidia Steadies -2-

The Democratic incumbent and his Republican rival will both be in the Georgia capital for the first presidential debate Thursday, putting a spotlight on the battle for the relatively new swing state and Trump's early polling advantage. Both campaigns say their ground-game operations will make the difference come November. But perhaps the biggest wild card is the involvement of Gov. Brian Kemp, whom Trump has made an enemy for not going along with his baseless claims of a stolen election in 2020.

Lauren Boebert's Latest Election Shock: She's Favored to Win

CASTLE ROCK, Colo.- After a tough year of embarrassing scandals, Rep. Lauren Boebert's jump to a new district may pay off Tuesday.

Six months after the bombastic two-term Colorado Republican announced she would move her political fortunes from the state's Western Slope to its Eastern plains and suburbs, Boebert has eclipsed her Republican primary rivals in fundraising and was 35 points ahead of the nearest one in a recent poll.

Will Jamaal Bowman Be the First 'Squad' Member to Fall?

WHITE PLAINS, N.Y.-Rep. Jamaal Bowman is in danger Tuesday of becoming the first Democratic House member this cycle to lose a primary, hobbled by a series of missteps and a multimillion-dollar effort from pro-Israel groups to unseat him.

The two-term lawmaker and outspoken member of the House's "Squad" has taken stances on Israel and other issues that have pleased some progressives but rubbed other voters the wrong way. Polls show him trailing George Latimer, Westchester's popular county executive, prompting a push from allies to paint him as the victim of unfair attacks and heavy spending from the American Israel Public Affairs Committee.

Julian Assange Cuts Deal to Plead Guilty, Gain Freedom

WASHINGTON-Julian Assange is set to plead guilty this week in his U.S. espionage case, in an agreement that will allow the WikiLeaks founder to walk free after spending more than a decade holed up and imprisoned in London, largely to avoid being sent to the U.S.

Assange is expected to plead guilty to a felony charge of conspiring to obtain and distribute classified information, according to a court document and people familiar with the matter, over the website's publication of thousands of confidential U.S. military records and diplomatic cables about America's actions in Iraq and Afghanistan in the 2000s.

Write to paul.larkins@dowjones.com TODAY IN CANADA

Earnings:

Alimentation Couche-Tard 4Q

Hammond Power Solutions 2Q

Medexus Pharmaceuticals 4Q

Economic Indicators (ET):

0830 May CPI

Stocks to Watch:

Taiga Motors: CFO Eric Bussières Will Be Departing to Pursue Another Opportunity; Will Remain With Co as CFO Until July 12; Successor Will Be Named at a Later Date

TransAlta Enters Into Automatic Shr Purchase Plan; Has Approval to Purchase Up to 14M Shrs From May 31, 2024 to May 30, 2025

Expected Major Events for Tuesday

05:00/JPN: May Supermarket sales

05:00/JPN: Apr Indexes of Business Conditions - Revision

06:00/JPN: May Revised Machine Tool Orders

12:30/US: May Chicago Fed National Activity Index (CFNAI)

12:30/CAN: May CPI

12:55/US: 06/22 Johnson Redbook Retail Sales Index

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

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

14:00/US: May State Employment and Unemployment

14:00/US: Jun Richmond Fed Business Activity Survey

14:00/US: Jun Consumer Confidence Index

17:00/US: May Money Stock Measures

20:30/US: API Weekly Statistical Bulletin

All times in GMT. Powered by Kantar Media and Dow Jones.

Expected Earnings for Tuesday

Alimentation Couche Tard Inc (ATD.T) is expected to report for 4Q.

BowFlex Inc (BFXXQ) is expected to report $-0.06 for 4Q.

Carnival Corp (CCL) is expected to report $-0.02 for 2Q.

Drive Shack Inc (DSHK) is expected to report $-0.06 for 1Q.

FedEx Corp (FDX) is expected to report $5.23 for 4Q.

Fresh Tracks Therapeutics Inc (FRTX) is expected to report $-0.19 for 1Q.

InnSuites Hospitality Trust (IHT) is expected to report for 1Q.

Invitae Corp (NVTAQ) is expected to report $-0.45 for 1Q.

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

Progress Software Corp (PRGS) is expected to report $0.26 for 2Q.

Silver Bull Resources Inc (SVB.T) is expected to report for 2Q.

TD SYNNEX Corp (SNX) is expected to report $2.20 for 2Q.

Transphorm Inc (TGAN) is expected to report for 4Q.

Worthington Enterprises Inc (WOR) is expected to report $0.95 for 4Q.

Powered by Kantar Media and Dow Jones.

ANALYST RATINGS ACTIONS

Carrier Global Raised to Buy From Neutral by Citigroup

Cinemark Raised to Buy From Neutral by Roth MKM

Digimarc Raised to Buy From Hold by Needham

Liberty Media Sirius XM Cut to In-Line From Outperform by Evercore ISI Group

Planet Fitness Raised to Buy From Hold by TD Cowen

ResMed Cut to Neutral From Buy by Citigroup

Sirius XM Raised to In-Line From Underperform by Evercore ISI Group

Solid Biosciences Raised to Outperform From Market Perform by Leerink Partners

Synovus Raised to Overweight From Equal-Weight by Barclays

Werner Enterprises Cut to Negative From Neutral by Susquehanna

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

(END) Dow Jones Newswires

June 25, 2024 06:11 ET (10:11 GMT)

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