Market Signals

Russia talks up refinery attack as Trump blames Ukraine for expensive fuel - Reuters

Hegseth's TV instincts backfire as Trump rejects execution livestream - Reuters

Stablecoin issuer Circle to push into 40 new markets, CEO says - Reuters

Morgan Stanley: AI Investment's True Scale Underestimated—2027 Capex Could Reach $1.58 Trillion When Leases Are Included - BigGo Finance

Earnings Preview: What to Expect From Lumentum’s Report - Barchart.com

Wall Street’s AI wobbles - Financial Times

Beijing seeks tighter grip on AI exports amid US rivalry - Reuters

Who’s Funding the $11 Trillion AI Buildout? - FourWeekMBA

Trump tells Ukraine to ‘get a new leader’ as US threatens to cut off intelligence-sharing - Financial Times

Ares Management's Quarterly Earnings Preview: What You Need to Know - Barchart.com

CoreWeave’s AI bonds tumble, raising red flags for the wider market - MarketWatch

Why Monolithic Power Systems Stock Fits The AI Infrastructure Spending Cycle - Simply Wall Street

AI Capex, Gamble or Jackpot?: Market Snapshot - Yahoo Finance

JIO IPO : WHY BHARTI AIRTEL SHARE PRICE IS RISING AHEAD OF RS 30 , 213 CRORE OFFER

China’s Tencent Detected Unintended Behaviors From AI Agents - Bloomberg

NioCorp Developments Ltd. (NB) Says EXIM Targeting ~65% of Elk Creek Upfront CAPEX - TradingView

Mie Prefecture enacts Japan’s first ordinance penalizing customer harassment

Korea Zinc's $7.4b Tennessee smelter wins local backing

Levi Strauss Uses Tariff Refunds to Rekindle Consumer Business - WSJ

Global stocks flat as AI and rate fears hit tech - Yahoo Finance

South Korea’s oldest hippo, Hasun, dies at 46

Taiwan is funding a $4B Texas complex for AI tied to Nvidia partners, per Bloomberg. More evidence the AI capex buildout is pulling in government mone

Trump Didn’t Order Limits on Kyiv’s SpaceX Access, US Says - Bloomberg.com

Lee urges US firms to pursue new opportunities in South Korea

Bipartisan US Senate bill seeks to reaffirm 'ironclad' nuclear deterrence commitment to S. Korea

Binance.US Seeks $100 Million to Expand Its Crypto Business - Bloomberg.com

AI stocks keep falling, but the rest of the market is supporting Wall Street - The Globe and Mail

FTC Announces Settlement and Articulates Knowledge Standard for Payment-Processor Liability - The National Law Review

Dow's Defensive Edge Tested as Bond Yields, Oil and Tech Concentration Flash Warning Signs - BigGo Finance

Market selloff, rising rates test AI data centre deal boom - Reuters

Ledger Unveils $899 Smartphone-Like Device After $90 Million Crypto Theft - Bloomberg.com

MSFT Stock Rises Premarket Ahead Of Q4 Results: CapEx, Azure Growth In Focus - Stocktwits

India approves biggest foreign takeover of domestic bank - Financial Times

Houthi Attacks on Saudi Arabia Defy Difference in Military Power - Bloomberg.com

Zelenskyy Defies Trump, Orders New Russian Refinery Attacks - Bloomberg.com

Kremlin says Russia is restarting diesel exports after a deal with Trump, per Reuters. Russian distillate back on the water is a supply headline first

CoreWeave shares slip further on AI funding worries, though some bonds recover (CRWV:NASDAQ) - Seeking Alpha

Jio Platforms Capex Falls 23% to ₹34,184 Crore in FY2026 as Software Investment Rises - TelecomLead

Japan tells G20 must watch FX moves with high sense of urgency

Perella Weinberg and Piper Sandler abandon merger talks - Financial Times

Trump Has Brought Inflation Back to the Heartland - Bloomberg.com

Linde’s Quarterly Earnings Preview: What You Need to Know - Barchart.com

Oil prices slide as US weighs easing sanctions on 'shadow fleet' - Reuters

AI stocks are stumbling and bonds are acting like hedges again. That combo matters more than the AI drawdown itself: if Treasuries actually cushion eq

Emporia Metro Planning Commission continues initial process of zoning regulation review related to medical facility definitions Tuesday - KVOE

Trump went all the way to Alaska in a sign of just how close its Senate race may be - AP News

Bank of America profits drop 17% after $1.2bn money laundering fine - Financial Times

Crypto exchange Kraken owner to buy European bank - Financial Times

Trump says advanced defense test range to be located in Montana - Reuters

New bridge between China and North Korea opens