Market Signals

Korean brokerages to offer near-24-hour US stock trading from Dec. 6

South Korea says Nvidia issues won't affect contracted GPU supplies

Price Adjustment for The Japan Times Alpha

GAV: Revenue and bookings grew, profits recovered, and higher capex weighed on free cash flow - TradingView

Chip stocks are catching blue wave jitters while AI capex merely slows, not stops. That distinction is the whole trade: slower spend growth is a multi

Saudi Aramco Tower Targeted in Rare Strike on Riyadh Finance Hub - Bloomberg

AI is coming for managers’ headcount - Financial Times

Vietnam takes baton from Seoul for 2028 gathering of Asia, Oceanian parties

ASX eyes gains, Wall Street steadies as AI stocks rebound - شبكة تواصل الإخبارية

Guest opinion: AI and the economy - Standard-Examiner

Tapestry Q1 Earnings Call Highlights - Yahoo Finance

Anthropic Buys Power for AI Data Centers in $3.4B Deal, FT Says - Bloomberg.com

What Trex (TREX) Said on Its Q3 Earnings Call - Yahoo Finance

Core capex shipments hit $86.1B in September, up 8.8% YTD. That's the business investment line that feeds GDP and it is still expanding, so the capex

Jefferies is flagging risks to Big Tech's $1T AI capex run, asking whether the spending boom is near a peak. That capex line has been the demand floor

Advanced Drainage Systems Q2 Earnings Call Highlights - Yahoo Finance

Mettler-Toledo's Q3 earnings call is the headline, but the article body is a Google cookie consent page. No numbers, no guidance, no margin commentary

Nebius had spent $8.1B by June against a $20B-$25B capex guide, so the back half has to carry a steep spend ramp. For AI infrastructure, the tape is r

Seoul’s deal with Trump now hinges on two powers in Washington

Five EU Leaders Push Britain Towards European Electricity Market as Brexit Reset Faces New Test - EU Today

Trump orders DOJ to look into Democrats for 'threatening' people - Reuters

AI's slump is reviving Asia's forgotten trades, from China to India, Bloomberg reports. The rotation out of the AI complex is the tell: when leadershi

AI Backlash Spreads Across Europe With Data Center Protests - Bloomberg.com

North Korea-China strengthen ties with 3rd high-level meeting

Japan eyes early contribution payment to ICC as court faces U.S. sanctions

Lee hails Korea’s first persimmon export to China in 17 years

CoreWeave is asking Texas's governor-elect for data center cooperation, and that tells you where the bottleneck now sits: power and permitting, not GP

Commission Votes To Send Data Center Regulation Recommendations to Lubbock City Council - Texas Scorecard

McKesson's Q2 earnings call highlights are out. The tape cares less about the quarter than distribution margins and forward guidance from here.

AI chip stocks are bouncing after a global rout, but the real question is whether this is a shakeout or the bubble starting to burst. Relief rallies i

US military is looking to restrict Iranian land commerce, expanding on the naval blockade, Reuters reports. That widens the pressure campaign beyond t

Russian diplomats and military officials to join talks with US and Ukraine, Kremlin says - Reuters

Consumer staples earnings scoreboard: 75% beat EPS estimates, 87.5% post Y/Y earnings growth - TradingView

Iron Mountain Q3 Earnings Call Highlights - Yahoo Finance

WillScot's Q3 earnings beat came with a revenue outlook lift. The report is thin on numbers, but an outlook raise is the line item that reprices a sto

Bitcoin near $76K and Ethereum near $2,240, crypto cap $2.64T up 0.4%, but the tape is still high-beta tech: tech selloff, AI/data-center spending wor

OpenAI gets $11 billion funding at $1.25 trillion valuation, source says - Reuters

Xi Taps Military ‘Hatchet Man’ to Rebuild China’s Army Command - Bloomberg.com

Cardinal Health Q1 earnings call highlights are out. The tape on $CAH is the read: if the quarter was clean, the stock should hold; if not, it won't.

Q3 Earnings Update: Broad-Based Growth, Key Sector Outliers, and What's Ahead for Q4 - Yahoo Finance

Moderna swung to profit and raised its revenue outlook in Q3. A profit swing plus a higher guide is the combination that resets the earnings debate, a

Ex-OpenAI employee accused of spying pleads not guilty - Financial Times

Xi taps military ‘hatchet man’ to rebuild China’s army command

White House recasts Trump arch as military tribute - Reuters

Oracle cancels $7bn Tencent AI deal under Trump pressure - Financial Times

Russia has finalized its crypto trading rules ahead of a Nov 17 rollout. A sanctioned capital market putting digital assets on licensed rails means fl

AI rout sets off market alarm signals as traders brace for what's next - Rock Hill Herald

US prosecutor who oversaw probes into past Trump investigations resigns - Reuters

AI rout sets off market alarm signals as traders brace for what's next - Hilton Head Island Packet

AI rout sets off market alarm signals as traders brace for what's next - StreetInsider