Market Signals

NEWSOM HIT WITH LAWSUIT THREAT AS WHISTLEBLOWER BEGS TRUMP FOR HELP WITH ‘MONUMENTAL’ FRAUD SCANDAL - FOX

WORKDAY (WDAY) SAYS AI DROVE 25% OF NEW ANNUAL CONTRACT VALUE. WHY DID TOTAL SUBSCRIPTION BACKLOG GROW ONLY 8%? - YAHOO

THE TOXIC WASTE OF THE GAZA WAR HAS REACHED ISRAEL - ALJAZEERA

JAPAN DEFENSE FORCES TO USE NTT'S OPTICAL NETWORK TECH FOR COMMUNICATIONS - NIKKEI

CHEVRON (CVX) NEARS MAJOR VENEZUELA OIL DEAL: IS A NEW GROWTH ENGINE EMERGING? - YAHOO

SOLSTICE (SOLS) JUMPS 12.8% ON MERGER EXIT, $500M BUYBACK - YAHOO

FORGET NVIDIA. JOHNSON & JOHNSON AND 2 OTHER AI STOCKS ARE BEATING THE MARKET BY 29 POINTS. - YAHOO

JACKSON HOLE FED SUMMIT LIVE: KEVIN WARSH'S KEYNOTE SPEECH COMES AT A PIVOTAL MOMENT FOR THE FEDERAL RESERVE - YAHOO

EVERYONE’S CHASING AI DEFENSE NAMES. PARSONS (PSN) JUST LANDED A SEABED-TO-SPACE CONTRACT AND AN UPGRADE. - YAHOO

WHAT HAPPENED TO THE SO-CALLED AI JOB APOCALYPSE? - ZEROHEDGE

IRAN WAR LIVE: TEHRAN IN NO RUSH TO REOPEN HORMUZ; SETTLERS BESIEGE QUSRA - ALJAZEERA

META’S AI GAMBLE GETS BIGGER AFTER THE COMPANY CONSIDERED SLASHING TEAMS AGAIN. WHAT THAT MEANS FOR META STOCK - YAHOO

WHO IS LEGALLY LIABLE WHEN AN AI AGENT GOES ROGUE? - ZEROHEDGE

NEW DEVELOPMENTS IN THE STRAIT OF HORMUZ SHIPPING LANE AFFECT GLOBAL CRUDE OIL SUPPLY AND DEMAND. - CME_CHINA

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

WHAT’S BEHIND THE US DEAL TO SEIZE CONTROL OF VENEZUELAN OIL RESERVES? - ALJAZEERA

EX-WHITE HOUSE TELEPROMPTER OPERATOR FINED $172,000 FOR TRUMP SPEECH BETS - GUARDIAN

US JUDGE RULES AGAINST TRUMP’S EFFORT TO DEPORT PRO-PALESTINIAN STUDENTS - ALJAZEERA

FALKLANDS EMERGE AS US LEVERAGE TOOL AGAINST BRITAIN TO RAMP DEFENSE SPENDING - ZEROHEDGE

NIGER MILITARY SAYS IT IS REGAINING CONTROL AFTER ATTEMPTED MUTINY - ALJAZEERA

HOW MUCH GAS PRICES HAVE RISEN SINCE THE IRAN WAR - ZEROHEDGE

'OUR MILITARY IS HELPLESS': MIGRANT AMBUSH TARGETING MILITARY VEHICLES IN CEUTA WAS PRE-PLANNED, POLICE CLAIM - ZEROHEDGE

RUSSIAN STRIKE ON UKRAINIAN WAREHOUSE KILLS 37, SPARKS INVESTIGATION INTO AMMUNITION STORAGE - CBS

TRUMP’S TOUGHER ROUND-TWO BIRTHRIGHT CITIZENSHIP STRATEGY HINGES ON KEY LEGAL DISTINCTION, EXPERTS SAY - FOX

INVESTORS, FED WATCHERS WANT ONE THING FROM KEVIN WARSH IN HIS JACKSON HOLE DEBUT: CLARITY - YAHOO

AI WANTS TO HELP YOU PICK A MEDICARE PLAN. SHOULD YOU LET IT? - MARKETWATCH

ASK AN ADVISOR: MY ADVISOR SOLD NVIDIA STOCK AND I MISSED $50K IN GAINS. WHAT SHOULD I DO NOW? - YAHOO

NORTH KOREA SAYS RECORD-HIGH JAPAN DEFENCE BUDGET WOULD RISK 'TURMOIL' - WWW-PP.AFP.COM - AFP

CAN AI GO GREEN? WHY DATA CENTERS ARE THE NEXT FRONTIER FOR GREEN BOND ISSUANCE - SEEKINGALPHA

NOAH (NOAH) GREW OPERATING INCOME 34% AS REVENUE FELL. CAN COST CUTS KEEP WORKING? - YAHOO

KANZHUN (BZ) REPORTED 173% GAAP PROFIT GROWTH BUT ADJUSTED NET INCOME ROSE 9.4%. WHAT DROVE THE GAP? - YAHOO

TRUMP'S FINANCIAL DISCLOSURE REVEALS 2 COUPANG STOCK TRADES IN JUNE - YONHAP

MICHAEL BURRY FLAGS NVIDIA'S $500 BILLION AI FINANCING DEAL AS PROOF OF 'BYZANTINE' MONEY LOOP BEHIND CHIP SALES - YAHOO

A TRILLION DOLLAR BUDGET BUT MILITARY CAN'T 'AFFORD' TO ATTACK MOLD ON BASES? - ZEROHEDGE

EXPION (XPON) IS USING 8% CONVERTIBLE DEBT TO ENTER OIL AND GAS. IS THE STRATEGIC PIVOT WORTH THE DILUTION? - YAHOO

ALMONTY (ALM) AUTHORIZED A $300M BUYBACK BEFORE SANGDONG FULLY RAMPS. IS THAT THE BEST USE OF CAPITAL? - YAHOO

US JUDGE REJECTS TRUMP’S BID TO SWITCH HUSH-MONEY CASE TO FEDERAL COURT - ALJAZEERA

$NTRA 🔴 Insider SELL: Fesko John SELLs 6,517 shares at $321.53 — worth $2.1M (+1 more) (0.5% ADV, 0.004% mkt cap)

$OPTU 🟢 Insider BUY: SUBIN NEIL S BUYs 3,032,354 shares at ~$0.81 avg — worth $2.5M (136.2% ADV, 0.791% mkt cap ⚠️)

$OPTU 🟢 Insider BUY: SUBIN NEIL S BUYs 3,032,354 shares at ~$0.81 avg — worth $2.5M (136.2% ADV, 0.791% mkt cap ⚠️)

BESSENT'S WAR ON LEFT-WING NGOS MAY STRIP SOROS NETWORK, SPLC, AND CAIR OF TAX-EXEMPT STATUS: REPORT - ZEROHEDGE

$100M ACQUISITION: HOW DESCARTES & TAI BOOST BROKER EFFICIENCY - YAHOO

BRINGING CHATGPT FOR TEACHERS TO MORE U.S. SCHOOL DISTRICTS - TECH

$MATX 🔴 Insider SELL: COX MATTHEW J SELLs 10,000 shares at ~$223.54 avg — worth $2.2M (3.8% ADV, 0.034% mkt cap ⚠️)

$WULF 🔴 Insider SELL: Prager Paul B. SELLs 137,500 shares at $17.06 — worth $2.3M (0.5% ADV, 0.026% mkt cap)

$PGEN 🔴 Insider SELL: KINDLER JEFFREY B SELLs 185,000 shares at $7.44 — worth $1.4M (2.9% ADV, 0.050% mkt cap ⚠️)

ALPHA MODUS STOCK FALLS 29% AFTER $200M BITCOIN TREASURY PLAN - YAHOO

IS VERSIGENT (VGNT) UNDERVALUED WITH MARGIN EXPANSION AND BUYBACK POTENTIAL AHEAD? - YAHOO

US MILITARY SHOOTS DOWN 3 MEXICAN CARTEL DRONES WITH LASER - ZEROHEDGE

ICE BofA MOVE Index $70.97 ↑ 1.6% 42th %ile (neutral)