Market Signals

S&P 500 Dispersion Index $43.37 ↓ 1.8% 59th %ile (neutral)

RBOB Gasoline Futures $3.21 ↓ 0.4% 52th %ile • KXWTI 8.5% — $117 or above

30-Year T-Bond Futures $109.31 ↓ 0.9% 0th %ile

Teradyne Q2 Earnings Beat Estimates, Revenues Increase Year over Year

DESPITE ITS STRENGTH, US MILITARY FACES A REPUTATIONAL CRISIS OVER IRAN - CSMONITOR

State Street Materials Select S ($XLB) $52.34 ↑ 1.8% 97th %ile

Crypto Weekly: HTX gets caught up in EU sanctions, BitMEX to shut down

State Street Technology Select ($XLK) $171.09 ↓ 1.8% 13th %ile

State Street Communication Serv ($XLC) $109.67 ↑ 1.9% 25th %ile

Will Qualcomm (QCOM) Beat Estimates Again in Its Next Earnings Report?

ANTHROPIC’S DARIO AMODEI RESPONDS: DOESN’T OPPOSE OPEN-WEIGHT MODELS, BUT FEARS CHINESE AI - TECH

Corning, ASML, SK Hynix, PayPal, UPS, Coca-Cola, and More Stocks That Explain Today’s Market

Amkor Technology Q2 Earnings Beat Estimates, Revenues Rise Y/Y

US YIELDS DECLINE AS OIL PLUNGES  | STOCK MARKET NEWS

EVERYDAY REVOLUTIONARY WAR HEROES TAKE CENTER STAGE IN TRUMP'S 'SPIRIT OF '76' EXHIBIT - FOX

CHEAPER , OPEN , CAPABLE : CHINESE AI MODELS GAIN GROUND , EVEN IN US

WEAKENING OF GLOBAL CHIP TRADE POSITIVE NEWS FOR INDIAN STOCK MARKETS

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

SAMSUNG $200 BILLION CHIP DEAL WITH BROADCOM : AI PARTNERSHIP

HOUTHIS SAY HIT SAUDI ARABIA AS TRUMP WEIGHS HARDER IRAN STRIKES

ANTHROPIC LAUNCHES OPUS 5 - TECH

TRUMP WEIGHS HARDER IRAN STRIKES

State Street Energy Select Sect ($XLE) $59.38 ↑ 0.3% 95th %ile

Invesco QQQ $691.96 ↓ 1.9% 13th %ile • KXNASDAQ100Y 4.0% — 32,000 to 32,499.99

HOUSE AGAIN PASSES RESOLUTION SEEKING TO HALT MILITARY ACTION IN IRAN AS SOME REPUBLICANS DEFECT

CHINA’S CRACKDOWN ON AI COMPANIONS WON’T FILL THE EMOTIONAL VOID - SCMP

Invesco QQQ $708.97 ↑ 1.9% 39th %ile • KXNASDAQ100Y 4.0% — 32,000 to 32,499.99

Heating Oil Futures $4.05 ↑ 0.4% 86th %ile • KXWTI 8.5% — $117 or above

AMERICA NEEDS TO STOP GETTING SHOCKED BY CHINESE AI - TECH

BONDS UNSETTLED AS OIL AND GAS CLIMB, EARNINGS LOOM FOR AI - YAHOO

US STRIKES IRAN OVER TROOP DEATHS AS ISRAEL WARNS TEHRAN ATTACKS ARE COMING CLOSE – DAILY PRESS

TRUMP DISMISSES IRAN WITHDRAWAL FROM NUCLEAR DEAL

NOURIEL ROUBINI SEES UNIVERSAL BASIC INCOME OR SOME FORM OF SOCIALISM AS AI REVOLUTIONIZES WORK

2 US TROOPS DEAD AND 1 MISSING AFTER IRAN ATTACKS BASE IN JORDAN , US MILITARY SAYS

Natural Gas Futures $2.91 ↑ 1.9% 40th %ile

IRAN RENEWS ATTACKS ON GULF STATES AFTER SEVENTH CONSECUTIVE NIGHT OF US STRIKES - WORLD

U.S . STOCKS SLIDE AS SEMICONDUCTORS SLIP INTO TECHNICAL BEAR MARKET

US LAUNCHES SEVENTH STRAIGHT NIGHT OF ATTACKS ON IRAN AS STRAIT OF HORMUZ CONFLICT ESCALATES

US TO SEND MORE REFUELING AIRCRAFT TO ISRAEL FOR IRAN OPS

US AND IRAN ATTACK INFRASTRUCTURE , RAISING FEARS OF ESCALATION

IRAN WAR : U.S . STRIKES BRIDGES , COLLAPSES TOWER AT KEY PORT

NOTEBOOKLM IS NOW GEMINI NOTEBOOK - TECH

Crude Oil Futures $78.98 ↑ 0.9% 29th %ile • KXWTI 8.5% — $117 or above

CBOE Skew Index $145.72 ↓ 1.9% 85th %ile (tail_risk) • KXINX 9.5% — 7,825 to 7,850

Crude Oil Futures $80.24 ↑ 0.8% 32th %ile • KXWTI 8.5% — $117 or above

VIX of VIX $93.53 ↓ 1.8% 48th %ile (neutral) • KXINX 9.5% — 7,825 to 7,850

KROLMAP PLANS 150MW DATA CENTER CAMPUS IN ARAGÓN, SPAIN - TECH

State Street Energy Select Sect ($XLE) $56.95 ↑ 0.4% 62th %ile

NEW YORK BECOMES THE FIRST STATE TO ENACT A DATA CENTER MORATORIUM - TECH

Invesco QQQ $711.74 ↓ 1.9% 50th %ile • KXNASDAQ100Y 4.0% — 32,000 to 32,499.99