Market Signals

INTEL STOCK PRICE DROPS: $20 BILLION STOCK ISSUANCE, AI CAPEX, AND FOUNDRY EXPANSION EXPLAINED - ODAILY.NEWS - GNEWS

Belite Bio outlines February 12, 2027 PDUFA date for Tinlarebant in Stargardt disease following FDA priority review acceptance

PUTIN CAN NO LONGER CLAIM VICTORY IN UKRAINE, NOBEL PEACE PRIZE WINNER TELLS BBC - BBC

CRUEL SUMMER: SEARCHING FOR AN ESCAPE FROM JAPAN’S EXTREME HEAT - JAPAN_TIMES

PUTIN'S FIRST EVER VISIT TO JAPANESE-CLAIMED ISLANDS PROVOKES OUTRAGE IN TOKYO - ZEROHEDGE

S&P 500 HITS RECORD HIGH OF 7,800 AS COOLING US JULY PPI LIFTS RISK APPETITE; AI HARDWARE STOCKS LEAD, MICRON RISES OVER 5% - TRADINGKEY - GNEWS

JAPAN IS EMERGING AS A REGIONAL SECURITY POWER BROKER

WHAT IS KIMI K3? A COMPLETE DEVELOPER GUIDE FOR 2026 - HN

JAPAN SEES 60% RISE IN PASSPORT APPLICATIONS IN JULY - JAPAN_TIMES

MISTRAL OCR 4.1 - HN

Crypto’s Wall Street Era Arrives as Retail Buzz, Liquidity Fade

ANTHROPIC: INTRODUCING THE CONCEPTUAL REASONING INDEX - HN

EUROPE IS MORE OF AN AI POWERHOUSE THAN MOST THINK - BLOOMBERG.COM - GNEWS

LENSKART SHARES HIT RECORD HIGH AFTER Q1 PROFIT JUMPS NEARLY FOUR-FOLD; MOTILAL OSWAL LIFTS TARGET PRICE - MINT

DBS NAMES NEW HEADS FOR HONG KONG, TAIWAN AND INDONESIA MARKETS

GIC Q1 RESULTS: STANDALONE PROFIT JUMPS 10% YOY TO ₹1,922 CRORE - MINT

THE 2 FACTORS THAT WILL DECIDE GAIQ’S NEXT 12 MONTHS AS AI CAPEX SPENDING SLOWS - 24/7 WALL ST. - GNEWS

PENNY STOCK UNDER ₹1 HITS 5% UPPER CIRCUIT AFTER Q1 RESULTS DESPITE MUTED TRENDS ON DALAL STREET - MINT

YEN CLOSES IN ON ¥160 TO THE DOLLAR AS BEARS REMAIN BOLD - JAPAN_TIMES

MOSCOW SAYS IT KNOWS WHERE WESTERN SHIPS SAIL AS PUTIN THREATENS TO SEIZE VESSELS - BUSINSIDER

ALI MELI: AI CAPEX NEEDS ARE GOING TO BE MORE THAN $1 TRILLION FOR 2027 - CNBC - GNEWS

AI BOOM: MAJOR CLOUD PROVIDERS TO BOOST CAPEX TO $1.6 TRILLION (AMZN) - GURUFOCUS - GNEWS

AI CAPEX COULD HIT $1.6 TRILLION NEXT YEAR, SAYS FUND MANAGER WHO SEES MORE ECHOES OF 1998 THAN THE DOT-COM BUST - MARKETWATCH - GNEWS

UK REPORTEDLY WANTS TOP-LEVEL MILITARY CONTACTS WITH RUSSIA TO EASE TENSIONS - RT.COM - RT

AI CAPEX ROARS ON AFTER HOURS AS HORMUZ STRESS KEEPS TRADERS ON EDGE - CHARTMILL - GNEWS

EXCLUSIVE: INSIDE THE GOOGLE EXECUTIVE MOVES THAT LED TO ITS BIG AI RESHUFFLE - REUTERS - GNEWS

ANTHROPIC IN TALKS TO BUY DECART AI, SOURCE SAYS

BIG TECH’S AI REVENUE SURGES, SUPPLIERS ARE THE BIGGER WINNERS - MEDIUM - GNEWS

Robinhood’s Crypto Slump Got the Headlines. Its 10x Business Got Ignored.

Grubhub’s $24M FTC settlement is finally reaching diners and drivers

FRENCH PUBLISHERS FILE COMPLAINT WITH ANTITRUST AUTHORITY SEEKING AI OVERVIEW COMPENSATION - VIDEOWEEK - GNEWS

CISCO FORECASTS ANNUAL REVENUE ABOVE ESTIMATES ON SUSTAINED AI SPENDING

CISCO FORECASTS UPBEAT ANNUAL REVENUE

HON HAI'S 2026 CAPEX TO FOCUS ON AI EXPANSION - FOCUS TAIWAN - GNEWS

PENNY STOCK UNDER ₹5 HITS UPPER CIRCUIT AFTER Q1 RESULTS 2026 - MINT

ANOTHER OPENAI EXEC QUITS IN LEADERSHIP SHAKE-UP AS AI GIANT EYES IPO - DECRYPT

RUSSIAN EMBASSY MOCKS ROMANIAN ‘EVIDENCE’ LINKING DOWNED DRONES TO MOSCOW - RT.COM - RT

INSIDE THE FAKE CRYPTO STARTUP THAT FOOLED NORTH KOREAN IT WORKERS - COINTELEGRAPH

WINTERMUTE PLANS $1 BILLION AI PUSH INTO TRADITIONAL MARKETS - BLOOMBERG.COM - GNEWS

TRUMP CLAIMS HORMUZ CONTROL AS US, IRAN HARDEN THEIR STANCES - BLOOMBERG.COM - GNEWS

OIL SUPPLY CRUNCH WORSENS DESPITE WAR’S DEMAND HIT, IEA SAYS - BLOOMBERG.COM - GNEWS

GOLDMAN SAYS BOTH THE BULLS AND THE BEARS ARE WRONG ABOUT THE IMPACT OF THE AI CAPEX EXPLOSION - BUSINESS INSIDER - GNEWS

HAL Q1 RESULTS 2026: PROFIT JUMPS 15% YOY TO ₹1,590 CRORE - MINT

CBOE Crude Oil Volatility $54.99 ↓ 1.9% 33th %ile (neutral) • KXWTI 8.5% — $117 or above

JOURNALISTS ACCUSE TRUMP OF USING THEM AS DECOYS AMID IRAN THREAT - RT.COM - RT

AI STARTUP COGNITION IN NEW FUNDING TALKS AT $40 BILLION VALUE - BLOOMBERG.COM - GNEWS

TAIWAN'S FOXCONN REPORTS 35% RISE IN Q2 PROFIT ON AI DEMAND, BEATS FORECASTS - REUTERS - GNEWS

VACUUM PUMP MAKERS, PRODUCERS OF GASES ARE THE NEW AI WINNERS - BLOOMBERG.COM - GNEWS

AMAZON POSTQ: AWS REACCELERATES AS AI INVESTMENT PUSHES CAPEX HIGHER - S&P GLOBAL - GNEWS

THE DOWNLOAD: THE NEXT BIG THING IN LLMS AND HOW AI ACADEMIC RESEARCH IS SHIFTING - MIT_TECHREVIEW