Market Overview - U.S. stock futures declined on Tuesday following a lower close on Monday, with major benchmark indices showing negative futures [1][2] - The Nasdaq Composite fell over 100 points, while the S&P 500 lost 0.6% and the Dow gained 1.1% in the previous week [1] - The 10-year Treasury bond yielded 4.16%, and the two-year bond was at 3.49%, with a 73.4% likelihood of the Federal Reserve maintaining current interest rates [2] Stocks in Focus - Roku Inc. (NASDAQ: ROKU) shares increased by 4.10% in premarket trading after its CFO sold 3,000 shares at $107.44 each, totaling $322,320. Morgan Stanley upgraded the stock from Equalweight to Overweight, raising the price target from $85.00 to $135.00 [6] - Blue Owl Capital Inc. (NYSE: OWL) rose 1.22% after announcing a $2.5 billion commitment and a $50 million equity injection to support new home equity-based financial products for retirees [6] - B Riley Financial Inc. (NASDAQ: RILY) surged 25.54% after reporting earnings of $4.50 per share for Q2, compared to a loss of $14.35 per share a year ago, with sales increasing to $225.302 million from $94.885 million [6] Economic Insights - Analysts predict that the current bull market may extend into 2026, driven by enthusiasm around AI and potential easing of monetary policy from the Federal Reserve [9] - LPL Research forecasts a gradual economic slowdown, allowing for additional Fed rate cuts without triggering a recession, with a year-end 2026 S&P 500 fair value target range of 7,300 to 7,400 [10] - Massive capital expenditures in AI are projected to reach approximately $520 billion in 2026, crucial for earnings growth [10] Upcoming Economic Data - Investors are focused on the upcoming release of U.S. employment report, unemployment rate, hourly wages, and retail sales data [15]