28 JULY EARNINGS/GUIDANCE: Advanced Micro (AMD) beats by $0.09, beats on revs; guides Q3 revs above consensus; guides FY21 revs above consensus Affiliated Managers (AMG) beats by $0.18, beats on revs Agilysys (AGYS) misses by $0.11, beats on revs; reaffirms FY22 revs guidance Alkermes (ALKS) beats by $0.18, beats on revs; raises FY21 guidance Alphabet (GOOG) beats by $8.18, beats on revs, total Google advertising revenue up 69% yr/yr Amazon (AMZN) supported Rivian aiming to invest $5 bln for EV assembly plant in US, according to Reuters Amphenol (APH) beats by $0.05, beats on revs; guides Q3 EPS above consensus, revs above consensus Apple (AAPL) posts beats on EPS and revs; tops expectations for all product categories and gross margins; does not provide guidance in press release Ashland (ASH) beats by $0.02, reports revs in-line Automatic Data (ADP) beats by $0.06, beats on revs; guides FY22 EPS above consensus, revs above consensus Avery Dennison (AVY) beats by $0.22, beats on revs; raises FY21 EPS guidance AXIS Capital (AXS) beats by $0.56, beats on revs Barclays PLC (BCS) beats by 3 pence; beats on revs; reaffirms medium term targets Boeing (BA) beats by $1.12, reports revs in-line Boston Properties (BXP) beats by $0.10, beats on revs; guides Q3 FFO above consensus Boyd Gaming (BYD) beats by $0.68, beats on revs Bristol-Myers (BMY) beats by $0.03, beats on revs; reaffirms FY21 EPS guidance British American Tobacco (BTI) beats by 1 pence; beats on revs; confirms FY21 outlook Broadwind Energy (BWEN) sees Q2 revs slightly above consensus Bunge (BG) beats by $0.99, reports revs in-line; guides FY21 EPS above consensus Cameco (CCJ) misses by CAD 0.02, misses on revs CGI Group (GIB) beats by $0.01, misses on revs Cheesecake Factory (CAKE) beats by $0.02, beats on revs Chefs' Warehouse (CHEF) beats by $0.36, beats on revs Chemed (CHE) beats by $0.31, beats on revs; guides FY21 EPS above consensus C.H. Robinson (CHRW) beats by $0.10, beats on revs Chubb (CB) beats by $0.61, beats on rev CME Group (CME) beats by $0.03, reports revs in-line Constellium (CSTM) beats by $0.55, beats on revs CoStar Group (CSGP) beats by $0.03, beats on revs; guides Q3 EPS below consensus, revs in-line; guides FY21 EPS below consensus, revs in-line Deutsche Bank (DB) reports Q2 results; beats on revs; raises revenue outlook; reaffirms 2022 targets Driven Brands (DRVN) beats by $0.09, beats on revs; raises FY21 EPS above consensus, revs above consensus Dynatrace (DT) beats by $0.01, beats on revs; guides Q2 EPS in-line, revs above consensus; guides FY22 EPS in-line, revs above consensus EastGroup (EGP) beats by $0.03, reports revs in-line; raises FY21 FFO above consensus Encompass Health (EHC) beats by $0.19, reports revs in-line; raises FY21 EPS guidance above consensus, raises FY21 revenue guidance, inline with consensus Encore Wire (WIRE) beats by $7.44, beats on revs Enphase Energy (ENPH) beats by $0.11, beats on revs; guides Q3 revs in-line Enterprise Products (EPD) reports EPS in-line, beats on revs EPR Properties (EPR) reports Q2 (Jun) results, beats on revs Equity Residential (EQR) beats by $0.08, reports revs in-line; guides Q3 FFO above consensus; raises FY21 FFO above consensus Euronet (EEFT) misses by $0.12, beats on revs Evercore (EVR) beats by $0.38, beats on revs Extra Space Storage (EXR) beats by $0.10, beats on revs; guides FY21 FFO above consensus Extreme Networks (EXTR) beats by $0.02, beats on revs; guides Q1 EPS in-line, revs in-line First Commonwealth (FCF) misses by $0.03, reports revs in-line Five9 (FIVN) beats by $0.09, beats on revs; being acquired by Zoom (ZM) for $14.7 bln Garmin (GRMN) beats by $0.43, beats on revs; raises FY21 guidance Generac (GNRC) beats by $0.07, beats on revs; raises FY21 revenue guidance above consensus General Dynamics (GD) beats by $0.06, misses on revs GlaxoSmithKline (GSK) beats by $0.08, beats on revs; reaffirms outlook Hanover Insurance (THG) beats by $0.54, net premiums written increased 11.7% Hawaiian Holdings (HA) beats by $0.44, beats on revs Hess (HES) beats by $0.05, beats on revs Highwoods Prop (HIW) beats by $0.03, reports revs in-line; guides FY21 FFO in-line Humana (HUM) beats by $0.05, reports revs in-line; maintains FY21 EPS in-line IDEX Corp (IEX) misses by $0.01, reports revs in-line; raises FY21 EPS above consensus IMAX (IMAX) beats by $0.13, beats on revs InMode (INMD) beats by $0.15, beats on revs; guides FY21 EPS above consensus, revs above consensus Integra (IART) beats by $0.13, beats on revs; guides Q3 EPS in-line, revs in-line; guides FY21 EPS above consensus, revs above consensus Investors Bancorp (ISBC) beats by $0.03 JBT Corp (JBT) beats by $0.18, beats on revs; guides Q3 EPS in-line, revs above consensus; raises FY21 EPS above consensus, revs above consensus Juniper Networks (JNPR) beats by $0.04, beats on revs; guides Q3 EPS above consensus, revs in-line Lantheus Holdings (LNTH) beats by $0.06, beats on revs; guides Q3 EPS below consensus, revs below consensus; guides FY21 EPS in-line, revs in-line Liberty Oilfield Services (LBRT) misses by $0.18, misses on revs Littelfuse (LFUS) beats by $1.16, beats on revs; guides Q3 EPS above consensus, revs above consensus LivaNova (LIVN) beats by $0.19, beats on revs; guides FY21 EPS in-line Manhattan Assoc (MANH) beats by $0.18, beats on revs; guides FY21 EPS above consensus, revs above consensus Masimo (MASI) beats by $0.04, beats on revs; guides FY21 EPS above consensus, revs above consensus Matador Resources (MTDR) beats by $0.23, reports revs in-line Mattel (MAT) beats by $0.09, beats on revs Maxim Integrated (MXIM) beats by $0.06, beats on revs McDonald's (MCD) beats by $0.25, beats on revs Microsoft (MSFT) beats by $0.25, beats on revs; Azure revenue growth of 51% yr/yr vs 50% growth in MarQ Mondelez Int'l (MDLZ) beats by $0.01, beats on revs; continues to expect FY 21 adj. EPS increase of high single-digits Monolithic Power (MPWR) beats by $0.13, beats on revs; guides Q3 revs above consensus Monro Muffler (MNRO) beats by $0.03, beats on revs Moody's (MCO) beats by $0.45, beats on revs; raises FY21 EPS mostly above consensus, raises revs growth outlook Navient (NAVI) beats by $0.13 New York Community (NYCB) beats by $0.03, net interest income increased 24% Norfolk Southern (NSC) beats by $0.31, beats on revs NorthWestern (NWE) beats by $0.26, beats on revs; guides FY21 EPS in-line NortonLifeLock (NLOK) beats by $0.01, reports revs in-line; guides Q2 EPS in-line, revs above consensus; guides FY22 EPS in-line, revs in-line NOV Inc. (NOV) beats by $0.05, beats on revs Old Dominion (ODFL) beats by $0.09, beats on revs; approves new $2 bln share repurchase program Olin (OLIN) beats by $0.70, beats on revs Owens Corning (OC) beats by $0.46, beats on revs Paramount Group (PGRE) beats by $0.02, beats on revs; guides FY21 core FFO above consensus Penske Auto (PAG) beats by $0.26, beats on revs Pfizer (PFE) beats by $0.09, beats on revs; guides FY21 (Dec) EPS above consensus, revs above consensus Principal Fincl (PFG) beats by $0.19 Prosperity Bancshares (PB) beats by $0.02 QuantumScape Corporation (QS) misses by $0.05, expects to enter 2022 with more than $1.3 bln in liquidity Radware (RDWR) beats by $0.04, beats on revs Renasant (RNST) misses by $0.04, misses on revs Rio Tinto (RIO) beats by $0.28; beats on revs Rollins (ROL) beats by $0.02, beats on revs RPC (RES) beats by $0.02, misses on revs Ryder System (R) beats by $1.02, beats on revs; guides Q3 EPS above consensus; guides FY21 EPS above consensus Santander Consumer USA (SC) beats by $1.63 Silgan Holdings (SLGN) beats by $0.02, beats on revs; guides Q3 EPS in-line; reaffirms FY21 EPS guidance Silicon Labs (SLAB) reports Q2 (Jun) results, misses on revs; guides Q3 revs below consensus Six Flags (SIX) beats by $1.08, beats on revs Spotify (SPOT) beats by $0.22, beats on revs; guides Q3 revs in-line; guides Q4 (Dec) revs in-line STAG Industrial (STAG) beats by $0.02, beats on revs Starbucks (SBUX) beats by $0.23, beats on revs; guides FY21 EPS above consensus, revs above consensus Steven Madden (SHOO) beats by $0.17, beats on revs; guides FY21 EPS above consensus, revs above consensus Stifel Financial (SF) beats by $0.32, beats on revs Stryker (SYK) beats by $0.13, beats on revs; guides FY21 EPS above consensus TE Connectivity (TEL) beats by $0.21, beats on revs; guides Q4 EPS above consensus, revs above consensus Teladoc (TDOC) reports Q2 (Jun) results, issues Q3, FY21 guidance Teledyne Tech (TDY) beats by $1.79, beats on revs; guides FY21 EPS above consensus Tenable (TENB) beats by $0.04, beats on revs; guides Q3 EPS below consensus, revs in-line; guides FY21 EPS in-line, revs above consensus Teradyne (TER) beats by $0.16, beats on revs; guides Q3 EPS in-line, revs in-line Teva Pharma (TEVA) reports EPS in-line, misses on revs; guides FY21 EPS in-line, revs below consensus Thermo Fisher (TMO) beats by $0.12, beats on revs; raises FY21 guidance Tilray (TLRY) beats by $0.31, misses on revs Travel + Leisure Co (TNL) beats by $0.15, beats on revs; guides FY21 EPS in-line Trustmark (TRMK) beats by $0.09, beats on revs UMB Financial Corporation (UMBF) beats by $0.05, beats on revs United Micro (UMC) beats by $0.19, beats on revs Vertiv (VRT) beats by $0.07, beats on revs; guides Q3 EPS below consensus, revs above consensus; guides FY21 EPS above consensus, revs above consensus Visa (V) beats by $0.14, beats on revs Wabash Natl (WNC) beats by $0.09, misses on revs; narrows FY21 EPS in-line WesBanco Inc (WSBC) beats by $0.26, beats on revs Wingstop (WING) beats by $0.05, beats on revs; hikes dividend AFTER THE CLOSE: ACCO Brands (ACCO) beats by $0.16, beats on revs; guides Q3 EPS below consensus, revs above consensus; guides FY21 EPS above consensus, revs above consensus..