Market Signals

(3RD LD) S. KOREA TO DISPATCH DISASTER RELIEF TEAM TO NEPAL TO SUPPORT FLOOD RECOVERY EFFORTS - YONHAP

(LEAD) GOV'T PROPOSES RECORD 821 TLN-WON BUDGET FOR 2027 TO BOOST GROWTH - YONHAP

(2ND LD) S. KOREA TO DISPATCH DISASTER RELIEF TEAM TO NEPAL TO SUPPORT FLOOD RECOVERY EFFORTS - YONHAP

GOV'T PROPOSES RECORD 820.9 TLN-WON BUDGET FOR 2027 - YONHAP

UNIVERSITIES COULD LOSE FOREIGN-STUDENT CERTIFICATION OVER INTERNSHIP RULE VIOLATIONS, TRUMP ADMIN SAYS - ZEROHEDGE

(2ND LD) S. KOREA'S AUGUST EXPORTS JUMP 68.7 PCT TO US$98.25 BILLION ON STRONG CHIP DEMAND - YONHAP

(LEAD) S. KOREA TO DISPATCH DISASTER RELIEF TEAM TO NEPAL TO SUPPORT FLOOD RECOVERY EFFORTS - YONHAP

S. KOREA TO IMPOSE ANTIDUMPING DUTIES ON CHINESE BUTYL ACRYLATE - YONHAP

SUPREME COURT ALLOWS TRUMP TO CONTINUE WHITE HOUSE BALLROOM CONSTRUCTION - NBC

(LEAD) SEOUL STOCKS OPEN LOWER AMID RESUMED MILITARY ATTACKS IN MIDEAST - YONHAP

(LEAD) S. KOREA'S AUGUST EXPORTS JUMP 68.7 PCT TO US$98.25 BILLION ON STRONG CHIP DEMAND - YONHAP

TRUMP CALLS ON FCC TO PUNISH 'MEET THE PRESS' MODERATOR KRISTEN WELKER - LATIMES

SEOUL STOCKS OPEN LOWER AMID RESUMED MILITARY ATTACKS IN MIDEAST - YONHAP

S. KOREA'S MONTHLY EXPORTS SURGE 68.7 PCT IN AUGUST ON STRONG CHIP SHIPMENTS - YONHAP

S. KOREA TO DISPATCH DISASTER RELIEF TEAM TO NEPAL TO SUPPORT FLOOD RECOVERY EFFORTS - YONHAP

$KSPI 🔴 Insider SELL: Kim Vyacheslav SELLs 87,619 shares at ~$105.88 avg — worth $9.3M

SCOTUS RULES TRUMP CAN BUILD WHITE HOUSE BALLROOM, ROBERTS JOINS DISSENTING LIBERALS - ZEROHEDGE

$CRWD 🔴 Insider SELL: Kurtz George SELLs 19,800 shares at ~$220.05 avg — worth $4.4M (0.2% ADV, 0.002% mkt cap)

CNN ADMITS ERROR AFTER SUGGESTING US TROOPS ABROAD WOULD BE IMPACTED BY TRUMP'S MAIL-IN BALLOT CRACKDOWN - FOX

$SCHW 🔴 Insider SELL: Bettinger Walter W SELLs 74,388 shares at $110.91 — worth $8.3M (+2 more) (1.2% ADV, 0.004% mkt cap)

$CBT 🔴 Insider SELL: Keohane Sean D SELLs 134,895 shares at $85.00 — worth $11.5M (+2 more) (30.3% ADV, 0.258% mkt cap ⚠️)

$SNPS 🔴 Insider SELL: DE GEUS AART SELLs 25,000 shares at $445.55 — worth $11.1M (+2 more) (1.6% ADV, 0.013% mkt cap)

$JAZZ 🔴 Insider SELL: Iannone Robert SELLs 76,921 shares at ~$249.70 avg — worth $19.2M (+8 more) (7.1% ADV, 0.121% mkt cap ⚠️)

$ANET 🔴 Insider SELL: BECHTOLSHEIM ANDREAS SELLs 300,000 shares at ~$202.60 avg — worth $60.8M (4.4% ADV, 0.024% mkt cap ⚠️)

$ARM 🔴 Insider SELL: Child Jason SELLs 10,400 shares at $255.33 — worth $2.7M

$SJM 🔴 Insider SELL: Marshall Tucker H SELLs 18,482 shares at ~$132.05 avg — worth $2.4M (+4 more) (1.8% ADV, 0.017% mkt cap)

GLP JAPAN SETS UP $3.7BN FUND FOR LOGISTICS CENTERS, DRAWING GLOBAL INVESTORS - NIKKEI

$FDX ⚪ Insider F: Ellison Marvin R filed (F) 2,097 shares (+2 more) (0.2% ADV, 0.001% mkt cap)

$FROG 🔴 Insider SELL: Landman Yoav SELLs 249,300 shares at ~$100.72 avg — worth $25.1M (11.5% ADV, 0.194% mkt cap ⚠️)

JAPAN'S U-NEXT BOLSTERS STREAMING VIA TIE-UP WITH NBCUNIVERSAL - NIKKEI

WAR ON IRAN: US BOMBS IRAN - ALJAZEERA

$VIAV ⚪ Insider F: KHAYKIN OLEG filed (F) 146,884 shares (+8 more) (6.4% ADV, 0.056% mkt cap ⚠️)

US, BOND MARKET REPLACE SPENDING CAPS AS CHECK ON JAPAN BUDGET - NIKKEI

$AFL 🔴 Insider SELL: Japan Post Holdings Co., Ltd. SELLs 12,700 shares at ~$116.67 avg — worth $1.5M (0.8% ADV, 0.003% mkt cap)

MUFG TEAMS UP WITH BLACKROCK TO RAISE OVERSEAS FUNDS FOR JAPAN M&A - NIKKEI

JAPAN'S FY2027 BUDGET REQUESTS TO HIT RECORD $895BN - NIKKEI

PROFUSA REGAINS NASDAQ COMPLIANCE; SHARES UP - SEEKINGALPHA

THE U.S. STRUCK IRAN AGAIN ON SUNDAY: A SEPTEMBER RATE HIKE IS NOW THE BASE CASE - SEEKINGALPHA

GOOGLE RETREATS ON 'PARASITE SEO' CRACKDOWN IN EUROPE TO HEAD OFF EU ANTITRUST FINE - ZEROHEDGE

S&P 500 GETS RATE HIKE REALITY CHECK FROM FED'S NEW CHIEF - SEEKINGALPHA

HDFC CEO TO STEP DOWN AFTER BANK'S INTERNAL REVIEW, FINE - SEEKINGALPHA

$ADC 🟢 Insider BUY: RAKOLTA JOHN JR BUYs 20,136 shares at ~$73.23 avg — worth $1.5M (2.4% ADV, 0.016% mkt cap ⚠️)

RAPID HANDS-ON TEST OF TENCENT HY4 PREVIEW: A SINGLE PROMPT DIRECTLY GENERATES A 3D OPEN-WORLD GAME, WITH CACHE PRICING ON PAR WITH DEEPSEEK. - ZHIDX

$JEF 🟢 Insider BUY: FRIEDMAN BRIAN P BUYs 29,016 shares at $53.09 — worth $1.5M (1.8% ADV, 0.014% mkt cap)

$JEF 🟢 Insider BUY: HANDLER RICHARD B BUYs 75,531 shares at $53.09 — worth $4.0M (4.7% ADV, 0.037% mkt cap ⚠️)

CBOE Nasdaq Volatility $19.92 ↓ 1.6% 0th %ile • KXNASDAQ100Y 4.0% — 32,000 to 32,499.99

ASIAN SHARES ARE MIXED AND OIL PRICES SURGE AFTER US STRIKE ON IRANIAN ROCKET LAUNCHERS - YAHOO

GOLDMAN SACHS SEES DIESEL REFINING MARGINS SOARING TO $63 A BARREL - YAHOO

TRUMP ‘BORDER CZAR’ DENIES MILO YIANNOPOULOS WAS DEPORTED QUICKLY TO SPARE HIM FROM ICE DETENTION - GUARDIAN

EU MUST WORK WITH SOUTH KOREA BATTERY MAKERS TO CUT CHINA RISK, EXPERTS SAY - NIKKEI