Market Signals

S. KOREA'S 2ND DISASTER RELIEF TEAM TO DEPLOY DRONES IN SEARCH OPERATIONS - YONHAP

KESTRA TARGETS $141M FY 2027 REVENUE AND MID-70% GROSS MARGIN IN NEXT FEW YEARS AS Q1 REVENUE REACHES $31M - SEEKINGALPHA

ALIPAY LAUNCHES THREE MAJOR "AI PAYMENT" CAPABILITIES, ALLOWING ROBOT DOGS TO PAY FOR THEMSELVES - ZHIDX

NVIDIA’S JENSEN HUANG JUST DELIVERED A HUGE VOTE OF CONFIDENCE TO COREWEAVE AND NEBIUS - YAHOO

SCIENCE MINISTRY SEEKS NEARLY 3 TLN WON IN ICT RESEARCH BUDGET NEXT YEAR - YONHAP

INDIAN REFINERIES RUN AT UP TO 108% CAPACITY ON SOARING DIESEL DEMAND - ZEROHEDGE

BROADCOM CEO DISMISSES AI SLOWDOWN CONCERNS, STANDS BY LONG-TERM REVENUE GOALS - SEEKINGALPHA

NORTHROP GRUMMAN ADVANCES SENTINEL NUCLEAR MISSILE TOWARD FLIGHT TEST - SEEKINGALPHA

CONSENSUS HEADS TO HONG KONG FOR THIRD YEAR WITH EXPANDED FOCUS ON AI - COINDESK

UK BREAKUP PUSH ESCALATES AMID HISTORIC PACT AFTER TRUMP BACKS REUNIFICATION OF IRELAND - FOX

$KSPI 🔴 Insider SELL: Kim Vyacheslav SELLs 142,813 shares at ~$98.36 avg — worth $14.0M

JOHN BRENNAN SUBPOENAED AS PART OF DOJ INVESTIGATION - ZEROHEDGE

"I'D BE OKAY WITH THAT": TRUMP SAYS HE'S OPEN TO CHINESE AUTOMAKERS BUILDING CARS IN US - ZEROHEDGE

LANDOWNERS IN TEXAS ASK COURT TO STOP TRUMP BORDER WALL - ALJAZEERA

$PCOR 🔴 Insider SELL: Courtemanche Craig F. Jr. SELLs 56,122 shares at ~$53.48 avg — worth $3.0M (+2 more) (2.2% ADV, 0.039% mkt cap ⚠️)

$N/A 🟢 Insider BUY: LAFFONT PHILIPPE BUYs 707,213 shares at $14.14 — worth $10.0M

$PMTS 🟢 Insider BUY: Tricor PMT25 Holdings Inc. BUYs 525,000 shares at $21.50 — worth $11.3M (301.2% ADV, 4.881% mkt cap ⚠️)

$PMTS 🟢 Insider BUY: Tricor PMT25 Holdings Inc. BUYs 525,000 shares at $21.50 — worth $11.3M (301.2% ADV, 4.881% mkt cap ⚠️)

CBOE Skew Index $152.09 ↓ 1.6% 97th %ile (tail_risk) • KXINX 6.5% — 7,925 or above

Ethereum USD ($ETHER) $2514.06 ↑ 1.5% 95th %ile

THE AI DOOM DEBATE IS GETTING CARRIED AWAY. AI IS A PRODUCT, NOT A GOD. - BUSINSIDER

$RYTM 🔴 Insider SELL: Meeker David P SELLs 50,000 shares at ~$102.67 avg — worth $5.1M (+2 more) (11.1% ADV, 0.071% mkt cap ⚠️)

THE GULF’S AI NIGHTMARE CAME COURTESY OF AN IRANIAN DRONE - WSJ

$FIGR ⚪ Insider F: Ou June filed (F) 263,910 shares (6.0% ADV, 0.120% mkt cap ⚠️)

$VIP ⚪ Insider J: Atlas Capital Resources GP LLC filed (J) 2,923,976 shares

$TRU 🔴 Insider SELL: Achanta Venkat SELLs 23,287 shares at $77.00 — worth $1.8M (1.2% ADV, 0.012% mkt cap)

SAKANA AI, TURING AMONG JAPAN STARTUP WINNERS AS INVESTORS TURN CHOOSY - NIKKEI

TRUMP SAYS AI DOESN’T NEED MORE GUARDRAILS AND CALLS SAFETY FEARS A HOAX - WSJ

SOUTH KOREAN INVESTORS PUSH FOR FOURTH CRYPTO TAX DELAY AS REGULATORS STAND FIRM - THEBLOCK

JAPAN SEES SLOWER INFLOW OF FOREIGN PROFESSIONALS AS AI CRIMPS HIRING - NIKKEI

$DGICA 🔴 Insider SELL: MILLER JEFFREY DEAN SELLs 21,000 shares at $19.23 — worth $404K (+2 more) (19.7% ADV, 0.058% mkt cap ⚠️)

MPS AND LORDS CALL FOR NEW LAW TO ADDRESS AI THREAT TO HUMAN RIGHTS - BBC

HEAR HOW AI CAN ENGINEER NATURE’S COMEBACK AT TECHCRUNCH DISRUPT 2026 - TECH

‘SILENT COLD WAR’: WHY CALLS TO SLOW AI HAVE SPARKED NEW US–CHINA FRONTIER - ALJAZEERA

POSITRON AI RAISES $875M AT A $5BN VALUATION TO SUPPORT DEVELOP OF NEXT-GENERATION HARDWARE - TECH

HORIBA TARGETS 20 BLN YEN INDIA REVENUE BY 2028 - ECONOMICTIMES

HONG KONG IPO BOOM AND CHINESE AI RACE FUEL FRENZY OF FOLLOW-ON DEALS - NIKKEI

U.S. 10 YEAR TOPS 5% FOR THE FIRST TIME SINCE OCTOBER OF 2023 - SEEKINGALPHA

THE WEEK EVERYBODY STARTED TALKING ABOUT AI DOOMSDAY - WSJ

MEXICAN AUTHORITIES RAID HIDDEN CRYPTO MINE, SUSPECTING POWER THEFT AND MONEY LAUNDERING - THEBLOCK

$ECAT 🔴 Insider SELL: Saba Capital Management, L.P. SELLs 152,342 shares at ~$15.00 avg — worth $2.3M

PANTHEON MACRO SEES FED RATE HIKE THIS WEEK AS DISINFLATION STALLS - SEEKINGALPHA

OIL SURGES AS SAUDI PIPELINE CRISIS PUTS 4% OF GLOBAL SUPPLY AT RISK; BERNSTEIN WARNS OF $150 CRUDE - ZEROHEDGE

AI STOCKS SLIDE AFTER MAJOR CEOS UNITE TO URGE SLOWDOWN - TECH

BALDWIN GROUP STOCK SOARS ON $7.7B TAKE-PRIVATE CASH DEAL - SEEKINGALPHA

BEIJING HAILS TAIWANESE SCHOLAR’S RARE PROPOSAL ON REUNIFICATION - SCMP

NASDAQ 7HANDL INDEX ETF DECLARES $0.1292 DIVIDEND - SEEKINGALPHA

ANTHROPIC’S MORAL CONFLICT IS PLAYING OUT IN REAL TIME - WSJ

WALDENCAST TO DELIST FROM NASDAQ, PLANS OTC TRADING UNDER ‘MLKM’ - SEEKINGALPHA

IS BRITAIN ABANDONING MILITARY DEFENSE TO FUND MORE SOCIALISM? - ZEROHEDGE