Treasury yields jump after US jobs report smashes expectations

Murphy Oil (NYSE:MUR) reported Q2 2025 earnings on August 6, revealing adjusted earnings per share of $0.27, surpassing estimates, while total revenue fell 14.8% to $683 million, missing expectations due to lower commodity prices. The company demonstrated strong production and cost management but faced financial challenges amid volatile market conditions. Want More Context? 🔎

SkyWater Technology (NASDAQ:SKYT), a U.S. semiconductor manufacturer, reported Q2 2025 GAAP revenue of $59.1 million, exceeding analyst expectations, while non-GAAP EPS showed a loss of $(0.11), less than anticipated. The company faces challenges due to lower equipment demand and delayed government projects, but the recent acquisition of Fab 25 is seen as a catalyst for future growth. Want More Context? 🔎

Social Security is vital for most retirees, with 86% relying on it as a significant source of income, yet the program faces a $25.1 trillion funding deficit over the next 75 years. Without reforms, retirees could face benefit cuts of up to 23% by 2033, jeopardizing their financial stability. Want More Context? 🔎

Adient (NYSE:ADNT), a global leader in automotive seating systems, reported fiscal Q3 2025 earnings on August 6, revealing revenue of $3.74 billion, exceeding expectations but with adjusted EPS of $0.45 falling short of the $0.47 estimate. Despite improved profitability and effective tariff management, a $333 million goodwill impairment in the EMEA region highlighted ongoing challenges in Europe. Want More Context? 🔎

Coupang (NYSE:CPNG) reported Q2 2025 GAAP revenue of $8.5 billion, surpassing forecasts, but diluted earnings per share of $0.02 fell short of the $0.07 estimate. Despite strong growth in its Product Commerce segment and increased customer engagement, the company noted lower free cash flow due to capital expenditure timing and working capital fluctuations. Want More Context? 🔎

In July, MP Materials (NYSE: MP) experienced a remarkable stock surge of 84.9%, contributing to an impressive 338% increase year-to-date, driven by a transformative partnership with the U.S. Department of Defense that significantly alters the company's investment landscape. Want More Context? 🔎