Market Signals

Levi Strauss is raising its full-year earnings outlook after tariff refunds boosted profit - Quartz

A Starbucks-Chipotle merger offers the wrong kind of synergy - Financial Times

Giant Taiwan flag flies from helicopter for national day, defying Beijing - Reuters

OpenAI says it has fired three researchers for violating sensitive information policy

McCormick backs S. Korea's greater role in US shipbuilding, urges faster investment

Chinese developer makes ARTEX AI agent closed-source after Korean bank hack - Reuters

Japan deal drought cuts IPO fundraising to lowest in 14 years

Trump online: A burst of anti-Somali and anti-Muslim rhetoric - Reuters

Meta bans TikTok ads on its platforms in US, Japan and other countries

Russian Embassy vehicle in traffic incident near Japan’s Foreign Ministry

The skilled foreign tech workers' green card program under attack from Trump - Reuters

Tesla Stocks Fall 1.4% as AI Capex Gap Demands Optimus Proof - TradingView

Tech stocks are set to fall as OpenAI news drags US chipmakers lower. The tell is whether this is an AI-sentiment air pocket or a real demand signal —

South Korea recalls envoy to Ukraine amid growing friction

Lee observes S. Korea's first homegrown hypersonic missile test

Watch JPMorgan's Gehl on Tech & AI Fundraising, Capex, IPO - Bloomberg.com

U.S. military to livestream firing squad execution of Fort Hood shooter

Trump says U.S. won’t attack Iran before midterm elections

Cyber war won’t be the same in the age of AI - Financial Times

Citrini Says Agentic Finance Fosters ‘New Paradigm’ for Crypto Investing - Bloomberg.com

Kremlin: Russia agrees with Rubio that Ukraine conflict is in a stalemate - Reuters

S&P 500, Nasdaq end lower as crude prices jump, chip stocks weigh - Yahoo Finance

China's P2P stablecoin wallets grew 43x from Q1 2024 to Q2 2026 — $104.1B across 18.1M transfers, per Chainalysis. Turnover runs 33.2x a year vs 9.3 g

Asia Open: Oil, Bonds and Europe Turn a Record Rally Into a Chain Reaction Wreck - The Dark Side Of The Boom

US bonds rally after 30-year auction finds solid demand - Reuters

AI pricing lawsuit against McDonald's raises new antitrust questions - Reuters

OpenAI's annualized revenue $20 billion less than previously signaled, FT reports

Google Cloud introduces Gemini agent for work as AI race heats up - Reuters

Dow Jones forecast: Stocks extend drop amid surging oil and elevated yields - StoneX

Can Super Micro Computer Sustain Its AI Capex Momentum in 2027? - The Globe and Mail

AI Capex Efficiency Should Guide Your Capital Into These Two Hyperscalers - Yahoo Finance

AI Model Evaluator Arena Valued at Over $3 Billion in Round - Bloomberg.com

Google Launches ‘Universal’ Gemini AI Agent for Workplace - Bloomberg.com

Anthropic launches dashboard, animation tools for Claude

Diesel price jumps after IEA says no additional fuel will be released - Financial Times

EU lawmakers flag crypto risks in new anti-corruption recommendations - Crypto News

Getting a read: Regulation commission staff seeks formal investigation into PNM's estimated bills - New Mexico Political Report

AI Hot Potato Is Meta’s For Now, But Chip Stocks Are the Winners - Bloomberg.com

Wall Street slips as higher yields and oil prices flag inflation risk - The Detroit News

Iran’s wartime hunt for protesters at home and abroad ushers in a new era of repression - Reuters

Infleqtion: Quantum Revenue Before Quantum Computing

Why AI Infrastructure Is Turning Meta and Amazon into Cash-Flow Sinks - 24/7 Wall St.

EXCLUSIVE: Priceline to face FTC action over deceptive hotel ads, sources say - Reuters

Magnificent Seven's Market Cap Nears $25 Trillion, Capex at 30% of S&P 500 Fuels Concentration Concerns - BigGo Finance

15% Undervalued? Compañía De Minas BuenaventuraA (BVN) As Capex And Dividends Shape Value - Simply Wall Street

TSX futures edge lower amid bond market woes, higher oil prices - Yahoo Finance Singapore

CapEx per share of GENERATIONIS.AI S.A. – GPW:IFA - TradingView

AI Bubble Risks Worst S&P 500 Crash Since 2008, Strategist Says - Bloomberg.com

Booking/Etraveli: EU General Court Upholds Commission’s new Template for Digital Merger Control - Mayer Brown

Levi Strauss hikes profit guidance after tariff refunds, but its sales outlook is less optimistic - CNBC