Market Signals

KOREAN STOCKS JUMP RECORD 15% ON RENEWED AI TRADE OPTIMISM - BLOOMBERG.COM - GNEWS

THE DOWNLOAD: OPENAI’S PREDICTABLE HACK, AND AN AI STOCK SELL-OFF - MIT_TECHREVIEW

US SANCTIONS IRANIAN MARITIME FIRM, SAYS IT ACCEPTED BITCOIN TO EVADE RESTRICTIONS - COINTELEGRAPH

TAIWAN’S UMC RAISES 2026 CAPEX, EXPANDS SINGAPORE AND TAIWAN FABS FOR AI DEMAND - SRN NEWS - GNEWS

TAIWAN’S UMC RAISES 2026 CAPEX, EXPANDS SINGAPORE AND TAIWAN FABS FOR AI DEMAND BY REUTERS - INVESTING.COM - GNEWS

CRYPTO SCAMS COST AMERICANS AN ESTIMATED $80.7B IN 2025: REPORT - DECRYPT

AMERICANFORTRESS PROPOSES QUANTUM-SAFE CRYPTO WALLET PROTECTION WITHOUT FUND MIGRATION - COINTELEGRAPH

OPENAI’S ROGUE AGENT COMPROMISED A CUSTOMER AT A SECOND TECH FIRM, EXECUTIVE SAYS - JAPAN_TIMES

State Street Consumer Staples S ($XLP) $87.06 ↑ 2.0% 100th %ile

TOM LEE SAYS THE AI CAPEX FEAR IS ACTUALLY THE BULLISH TELL - BEINCRYPTO - GNEWS

TOM LEE SAYS THE AI CAPEX FEAR IS ACTUALLY THE BULLISH TELL - CRYPTORANK - GNEWS

HOW INVESTORS MAY RESPOND TO CELESTICA (TSX:CLS) SURGING Q2 EARNINGS AND RAISED 2026 OUTLOOK - YAHOO FINANCE - GNEWS

State Street Energy Select Sect ($XLE) $59.62 ↑ 0.4% 97th %ile

RED SEA SHIPPING SLOWS AFTER HOUTHI ATTACK ON SAUDI ARABIA, DATA SHOWS

State Street Materials Select S ($XLB) $51.26 ↑ 1.9% 62th %ile

SANMINA (SANM) Q2 EARNINGS REPORT PREVIEW: WHAT TO LOOK FOR - YAHOO FINANCE - GNEWS

IRAN WAR SPREADS TO RED SEA AND CASPIAN, GULF QUIET AS US FORGOES STRIKES - REUTERS - GNEWS

SANMINA (SANM) Q2 EARNINGS REPORT PREVIEW: WHAT TO LOOK FOR - YAHOO FINANCE UK - GNEWS

EXTREME HEAT GRIPS JAPAN FOR A RECORD FIFTH STRAIGHT DAY - JAPAN_TIMES

State Street Materials Select S ($XLB) $51.26 ↑ 1.9% 63th %ile

VZ Q2 EARNINGS BEAT ESTIMATES ON STRONG MARGINS, OUTLOOK LIFTED - YAHOO FINANCE - GNEWS

Heating Oil Futures $4.25 ↑ 0.4% 98th %ile • KXWTI 8.5% — $117 or above

CLARITY ACT LATEST DRAFT BARS TRUMP FROM CRYPTO VENTURES—BUT ONLY UNTIL 2029 - DECRYPT

IRAN STRIKES ON CIA FACILITIES PROMPT QUESTIONS ABOUT POSSIBLE RUSSIAN ROLE - JAPAN_TIMES

OPENAI SAYS ITS AI WENT ROGUE AND LAUNCHED 'UNPRECEDENTED' CYBER-ATTACK - HN

PAKISTAN STEPS UP CRYPTO ENFORCEMENT WITH DEDICATED FEDERAL UNIT - COINTELEGRAPH

INDIAN BROTHERS MAKE MANGA DEBUT IN JAPAN - JAPAN_TIMES

State Street Energy Select Sect ($XLE) $57.94 ↑ 0.5% 79th %ile

VIX of VIX $102.82 ↓ 2.0% 97th %ile (extreme_fear)

MILITARY IDENTIFIES TWO TROOPS KILLED IN IRANIAN ATTACK IN JORDAN

WHY SOUTH KOREA’S STOCK INDEX IS MORE VOLATILE THAN BITCOIN - BLOOMBERG.COM - GNEWS

US SERVICE MEMBER KILLED IN IRAQ DURING CONTROLLED DETONATION OF IRANIAN DRONE

US RENEWS STRIKES ON IRAN, PUSHING OIL UP MOST SINCE APRIL - BLOOMBERG.COM - GNEWS

GOLD HEADS FOR BIGGEST WEEKLY LOSS IN SIX AS MIDDLE EAST WAR FANS INFLATION WORRIES - REUTERS - GNEWS

SLUMPING AI STOCKS DRAG DOWN MARKETS AROUND THE WORLD - WPLG LOCAL 10 - GNEWS

ENERGY IPOS SURGE AS INVESTORS HUNT FOR WAYS TO PLAY AI BOOM - FINANCIAL TIMES - GNEWS

CITADEL SECURITIES INVESTS $400 MILLION IN CRYPTO.COM AT $20 BILLION VALUATION

THE DOWNLOAD: CLAUDE’S INNER WORKINGS, AND THE FUTURE OF WORLD MODELS - MIT_TECHREVIEW

OPENAI LOSES TRADEMARK DISPUTE AT EU COURT - HN

State Street Health Care Select ($XLV) $158.29 ↓ 1.9% 81th %ile

NEW YORK BECOMES THE FIRST STATE TO IMPOSE A DATA CENTER MORATORIUM - HN

THE DOWNLOAD: A DONOR CONCEPTION CAP AND WORLD MODELS FOR AI - MIT_TECHREVIEW

APPLE SUES OPENAI FOR STEALING TRADE SECRETS

APPLE SUES OPENAI, TWO FORMER EMPLOYEES FOR TRADE SECRETS THEFT

METAPLANET EXPLORES BITCOIN-BACKED DIGITAL CREDIT WITH JPYC IN JAPAN - COINTELEGRAPH

DOW TUMBLES 576 POINTS AS MIDDLE EAST TENSIONS SPARK OIL SURGE; NASDAQ REBOUNDS ON SEMICONDUCTOR BUYING - FINANCE.BIGGO.COM - GNEWS

CRYPTO COULD BENEFIT IF FED STEPS IN TO BACKSTOP US STOCK MARKET: ANALYSTS - COINTELEGRAPH

HYUNDAI CARD TESTS STABLECOIN TRANSFER FOR HYUNDAI MOTOR UNITS - KOREAHERALD

BITCOIN SLIDES AS IRAN CEASEFIRE COLLAPSE SEES $75 OIL ON HORMUZ BLOCKADE THREATS - COINTELEGRAPH

US STRIKES OVER 80 IRANIAN TARGETS AFTER TANKERS HIT IN STRAIT OF HORMUZ