Market Signals

Mercedes-Benz Q3 car sales fell 8% as China demand weakness persists, but EV sales rose 52%. That divergence is the tape for legacy autos — volume und

Musk says TSMC won't run Terafab AI chip complex - Reuters

RBI rate hike to make home, car loans costlier

SpaceX is seeking $40B in financing led by Apollo to buy Nvidia chips, per the FT. A private rocket company lining up that scale of capital just for c

Europe now holds more Treasuries than Asia for the first time since at least 2012 — $3.66T vs $3.63T at the end of July, per TIC data, with the realig

Treasury Futures Might Switch - Bloomberg.com

HPE's AI infrastructure momentum is the whole story, and the question is whether it holds as the capex cycle matures. Orders through the digestion pha

Nasdaq and Dow futures are rising premarket, with $SPCX, $NVDA, $CEG, $AMD, $ORCL and $NOK in focus. The tape is bid, but futures aren't the cash open

European Commission President von der Leyen opposes EU budget cuts — Politico Europe - UA.NEWS

BOJ may signal underlying inflation has finally reached its 2% goal, sources say. That's the number that has kept Japanese policy pinned at the easy e

Nvidia-backed Reflection unveiled its first AI model, taking direct aim at Chinese open models. Another name in the portfolio for $NVDA — it keeps see

Meet the Low-Cost Vanguard ETF With 32.4% Invested in Nvidia, Broadcom, Micron, AMD, Intel, and Lam Research, While VOO Has Just 14.8%. - The Motley F

The Fed is changing its stress-test framework to cut volatility in bank capital requirements. Fewer whipsaws in the capital regime means less forced d

Cerebras Vs. Nvidia Is Becoming an Inference Fight, Not a Chip Fight - Benzinga

Alphabet, Micron, Nike and Nvidia are part of Zacks Earnings Preview - The Globe and Mail

Nvidia’s Valuations Show AI Rally Isn’t a Bubble, DBS Says - Bloomberg.com

Nvidia, AMD and Nasdaq Are Hitting New Highs. What Comes Next? - Moomoo

Hon Hai beat sales estimates on AI demand — the buildout is showing up in the assembly side, not just the chip designers. As Nvidia's partner, its top

NVDA, AAPL Stocks In Focus: Foxconn Beats Q2 Revenue Estimates But Sounds Caution On Geopolitics - Stocktwits

TSMC earnings preview leads with Terafab talks, price hikes and the A14-Intel race. The tape cares about pricing power and whether $INTC is closing th

BOJ’s Deputy Chief Flags AI’s Possible Impact on Neutral Rate - Bloomberg.com

PepsiCo's North America weakness puts Q3 earnings in focus. The debate for staples here is whether it's a quarter or a trend — that's what decides the

Buy Nvidia Today Because It’s Likely To Be Worth A Lot More In 2 Year’s Time - 24/7 Wall St.

Nvidia Hits First Record Since May as Value Nears $6 Trillion - Bloomberg.com

China Chip Smuggling Cases Expose Nvidia’s Blind Spots - Bloomberg.com

Man Charged by US With Illegally Shipping Nvidia Chips to China - bloomberg.com

Equities turn higher as Treasury yields drop from highs

NASA SQUEEZED TREASURY, VIBE CODED, AND BROKE THE MOLD IN BID TO SAVE SWIFT - ARSTECHNICA

SOUTH KOREANS' DISTRUST OF NORTH KOREA HITS RECORD HIGH — KOREA HERALD

HEDGE FUNDS ARE PILING INTO THE $30 TRILLION US TREASURY MARKET | WHAT HAPPENS IF THEY SELL? – EXPERTS EXPLAIN - MINT

GROWPITAL CASE: SEBI TO REFUND MONEY DIRECTLY TO INVESTORS FOR FIRST TIME - ECONOMICTIMES

EXCLUSIVE: IF AI CAPEX CRACKS, NVIDIA COULD FEEL IT BEFORE META DOES - BENZINGA - GNEWS

ASML, TSM EARNINGS COULD TEST MARKET EXPECTATIONS, SARA AWAD SAYS (ASML:NASDAQ) - SEEKING ALPHA - GNEWS

TSMC EVALUATES POTENTIAL TEXAS INVESTMENT, SOURCES SAY - REUTERS - GNEWS

(URGENT) SEOUL STOCKS FALL FOR 3RD DAY AS TREASURY YIELDS RISE - YONHAP

DEUTSCHE BANK BULLISH ON IBERDROLA ON POWER PRICES, EARNINGS GROWTH - YAHOO FINANCE - GNEWS

NVIDIA TURNS TO INSURERS TO OFFSET AI RISKS - FINANCIAL TIMES - GNEWS

CHINA SAYS JAPAN TIES NEED ‘NORMALIZATION’ AGAIN OVER TAIWAN ROW - BLOOMBERG.COM - GNEWS

WALL ST DECLINES AS OIL PRICES, TREASURY YIELDS REMAIN ELEVATED - MINT

UKRAINE EXPECTS NO BLACK SEA CEASEFIRE IN COMING MONTHS - BLOOMBERG - GNEWS

NVIDIA BOOSTS SHARE BUYBACK BY A RECORD $150 BILLION - BLOOMBERG - GNEWS

SUSHI WARS ROLL INTO AMERICA AS JAPAN’S TOP CHAINS FACE OFF - BLOOMBERG - GNEWS

NVIDIA DEBUTS SYSTEM DESIGNED TO STOP AI AGENTS FROM GOING AWRY - BLOOMBERG - GNEWS

TSMC: SET FOR ALL-TIME HIGHS ON SURGING AI CHIP DEMAND (NYSE:TSM) - SEEKING ALPHA - GNEWS

The 10-year Treasury yield is at its highest in nearly two decades. How we got here

TRUMP AND XI DINED WITH AI'S BIGGEST NAMES. HERE'S WHAT WE KNOW ABOUT TECH TALKS SO FAR - CNBC

ELON MUSK AIMS TO DOUBLE COLOSSUS 2’S NVIDIA CHIPS BY YEAR-END - BLOOMBERG.COM - GNEWS

DONALD TRUMP RAISED WEAK YEN WITH SANAE TAKAICHI, JAPAN FINANCE MINISTER SAYS - FINANCIAL TIMES - GNEWS

TREASURY ROUT THREATENS POPULAR EM CARRY TRADE AS CITI PULLS BACK - MINT

BONDS SHAKY, OIL EASES OFF HIGHS AMID TRADE, PEACE TALKS - REUTERS - GNEWS