Market Signals

INNOSILICON HAS DEVELOPED COMPLETE UALINK HIGH-SPEED INTERCONNECT FOR AI SCALE-UP PROJECT. SUPPORTS 112/224 GBPS SINGLE LANE PHY. 112 VERSION ALREADY

DECLARE FIRST, VERIFY LATER: INSIDE DONALD TRUMP'S CEASEFIRE PLAYBOOK

IRAN HAS ISSUED A STERN WARNING TO THE UNITED STATES AND ISRAEL OVER VIOLATIONS OF THE CEASEFIRE THAT PAUSED THEIR JOINT AGGRESSION AGAINST IRAN.

IRAN’S FOREIGN MINISTRY ISSUES A STATEMENT ON CONTINUED US-ISRAELI CEASEFIRE VIOLATIONS. HTTPS://T.CO/N38RB1DUFQ — VIA @TEHRANTIMES79

THE US IS BOMBING IRAN

🇨🇴 COLOMBIA HOLDS FIRST ROUND OF PRESIDENTIAL ELECTION TODAY — A REFERENDUM ON LATIN AMERICA’S LEFT

$NVDA

S&P 500 SLIDES AS STRONG JOBS REPORT SPARKS TECH SELLOFF

THE MARKET IS MISREADING THE MAY JOBS REPORT — VIA SEEKINGALPHA

$MRVL

NFP IS GATEKEEPER FOR FED POLICY AND GOLD'S NEXT MOVE

$CHTR -1.3% — TREFIS ASSESSES $CHTR'S DOWNSIDE RISK IN A MARKET CRASH

$AAPL / $NVDA / $GOOGL

US STRATEGIC PETROLEUM RESERVE DRAINED — STOCKPILE COLLAPSE DEEPENS

$NVDA

CEREBRAS CEO SAYS WORKING WITH EVERYONE IN AI INFRASTRUCTURE EXCEPT $NVDA

$FLR

Nvidia: Data Centers Made It Great, Physical AI Could Make It Generational — via SEEKINGALPHA

ADMA Biologics: Longstanding Bull Hits The Reset Button After Murky Q1 Earnings — via SEEKINGALPHA

Scotiabank's Q2 Earnings: Trading At Elevated Multiples And Technical Levels — via SEEKINGALPHA

Volatility index India VIX up 36% since September - What it indicates about market? Should you be worried? Explained

SpaceX in Talks to Borrow $40 Billion to Buy Nvidia Chips - Bloomberg.com

TSMC: Beyond The Revenue Beat (Earnings Preview) (NYSE:TSM) - Seeking Alpha

Kremlin rejects Ukrainian leader's idea of a 60-day ceasefire, says it wants an overall peace deal - Reuters

Putin is breaching Trump’s ‘energy ceasefire’, Zelenskyy says - Financial Times

TSMC’s Q3 Earnings Preview: 65% Profit Growth, But Net Margin Seen Slipping to 50% - Yahoo Finance

TSMC's $60B capex boost has its clean business running near full capacity, and Okawa Research is targeting a doubling of secondary hookup work next ye

Dow, S&P 500, Nasdaq Futures Climb After Oil In Focus As Trump Declares ‘Energy Ceasefire’ Between Russia And Ukraine: IREN, WFF, VSTM, CIFR Stocks In

Nasdaq and S&P 500 futures are edging higher with Dow futures flat into Nvidia's results. $NVDA is the whole tape today, with $IBRX, $SLS and $CHWY am

From 5.5% to 7%? Systematix flags RBI rate-hike risk

RBI will meet the daily dollar needs of three state-run oil firms, an attempt to ease pressure on the rupee. Rather than a broad fix, it is the centra

BoG to introduce liquidity coverage ratio for banks - Business & Financial Times

3 Turkish Bank Stocks Exposed To Corporate Liquidity Stress - Yahoo Finance

US Moves to Reassure Taiwan as Trump-Xi Ties Stall Big Arms Deal - Bloomberg.com

Lumentum, which Nvidia backs, says its opto-parts capacity is sold out through 2029. Capacity locked up four years out is a pricing-power signal for A

SpaceX Plans $40 Billion Debt Raise for Nvidia Chips; CDS Spreads Hit Record High - BigGo Finance

TSMC's $64B capex spend still may not be enough — that's the headline, and it's the whole AI supply story in one line. When the biggest spender's budg

GlobalFoundries to make key AI chip component for TSMC in $2 billion deal - Reuters

PepsiCo cut its earnings growth outlook on North America margin pressure, even as the quarter beat. That's the tell — volumes and pricing are getting

TSMC’s third-quarter revenue surges to record, beating market forecast - WHBL News

CRWV, NBIS Stocks Climb – Nvidia’s $250B OpenAI Guarantee Is A ‘Constructive’ Signal, Says Analyst - Stocktwits

Zacks Earnings Trends Highlights: Micron, Nvidia, Alphabet, JPMorgan, Citigroup and Wells Fargo - Yahoo Finance

TSMC quarterly revenue jumped 51% as AI demand held up. That's the cleanest read yet on whether the AI capex cycle is still compounding — the foundry

TSMC's Q3 revenue surged to a record, beating market forecasts. For a foundry this size, a revenue beat that clean is a demand read on the whole chip

Gold prices drop over 2%, slide to 2-month low as Treasury yields, US dollar climb

Microsoft Says New Laptop With Nvidia Chip Outperforms MacBooks - Bloomberg.com

How event contract bundles are boosting volume on prediction markets

Elon Musk Rules Out Potential TSMC Role in Terafab Operations - Bloomberg.com

Nvidia just hit a new buy point and Morgan Stanley raised its target. The setup is momentum chasing momentum — strength keeps pulling in buyers rather

A Nvidia director is topping the AI billionaire ranks on insider stock sales. Executives selling into strength isn't a thesis-breaker on its own, but