Market Signals

JAPAN USED IPHONE, SERVER SALES SURGE AS MEMORY PRICES SOAR - NIKKEI

VC FIRM WITH TIES TO SIRI TO LAUNCH JAPAN FUND FOR AI, SPACE STARTUPS - NIKKEI

NEW AERIAL VIDEO REVEALS HUGE SCALE OF OIL SPILL OFF OMAN - ALJAZEERA

📊 Loeb 13F — Third Point LLC: $4.7B portfolio, 43 positions (Q2 2026)

TRUMP ASKS US SUPREME COURT TO ALLOW $400M BALLROOM PROJECT TO PROCEED - ALJAZEERA

📊 Singer 13F — Elliott Investment Management L.P.: $22.7B portfolio, 28 positions (Q2 2026)

$BRZE 🔴 Insider SELL: Hyman Jonathan SELLs 35,000 shares at $30.03 — worth $1.1M

$KLAC 🔴 Insider SELL: Lorig Brian SELLs 59,586 shares at $208.13 — worth $12.4M (0.5% ADV, 0.004% mkt cap)

$TWST 🔴 Insider SELL: Leproust Emily M. SELLs 19,952 shares at $125.08 — worth $2.5M (+2 more)

$AFL 🔴 Insider SELL: Japan Post Holdings Co., Ltd. SELLs 12,800 shares at ~$120.78 avg — worth $1.5M (0.8% ADV, 0.003% mkt cap)

$KN 🔴 Insider SELL: Niew Jeffrey SELLs 200,000 shares at ~$38.95 avg — worth $7.8M (24.2% ADV, 0.238% mkt cap ⚠️)

📊 Druckenmiller 13F — Duquesne Family Office LLC: $5M portfolio, 90 positions (Q2 2026)

EXCLUSIVE-MICROSOFT RETREATS IN CHINA, BUT AI BOOM HELPS IT KEEP A WINDOW OPEN - YAHOO

$VMC ⚪ Insider F: Hill J Thomas filed (F) 90,276 shares (+10 more) (10.6% ADV, 0.070% mkt cap ⚠️)

PHILIPPINES DRUG WAR VICTIMS SEEK JUSTICE THROUGH TRUTH COMMISSION - ALJAZEERA

$ENTG 🔴 Insider SELL: Colella Joseph SELLs 3,916 shares at $164.48 — worth $644K (+2 more) (0.1% ADV, 0.003% mkt cap)

📊 Voss 13F — Voss Capital, LP: $2.2B portfolio, 52 positions (Q2 2026)

$KNX 🔴 Insider SELL: Dove Reid SELLs 169,154 shares at ~$72.72 avg — worth $12.3M (5.0% ADV, 0.105% mkt cap ⚠️)

BROOKFIELD ENTERS JAPAN HOUSING MARKET WITH $627M DEAL IN 4 URBAN CENTERS - NIKKEI

Ultra T-Bond Futures $110.28 ↓ 0.5% 3th %ile

📊 Punch 13F — PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.: $2.0B portfolio, 164 positions (Q2 2026)

SAUDI OIL FLEET INCREASINGLY GOING 'DARK' DUE TO HOUTHI BLOCKADE - ZEROHEDGE

TOMI ENVIRONMENTAL SOLUTIONS GAAP EPS OF -$0.05, REVENUE OF $2.25M BEATS BY $0.41M - SEEKINGALPHA

CONIFEX TIMBER GAAP EPS OF -C$0.23, REVENUE OF C$22.96M - SEEKINGALPHA

MICROSOFT: THE $678 BILLION ANSWER TO THE AI SKEPTICS - SEEKINGALPHA

NOON ENERGY PARTNERS WITH SABANCI RENEWABLES FOR UP TO 1GW OF CO-LOCATED LONG DURATION STORAGE AND RENEWABLE CAPACITY - TECH

CSP GAAP EPS OF -$0.09, REVENUE OF $14.4M - SEEKINGALPHA

VERIFYME GAAP EPS OF -$0.04, REVENUE OF $1.91M - SEEKINGALPHA

$BORR 🟢 Insider BUY: Troim Tor Olav BUYs 1,500,000 shares at $4.02 — worth $6.0M

TEHRAN SAYS STRAIT OF HORMUZ "UNDER IRAN'S CONTROL" AFTER TRUMP THREAT - CBS

SPHERE 3D GAAP EPS OF -$2.68, REVENUE OF $2.45M - SEEKINGALPHA

KONTROL TECHNOLOGIES GAAP EPS OF $0.00, REVENUE OF $1.8M - SEEKINGALPHA

NIGEL FARAGE DEFEATS 'GARBAGE CAN' TO WIN UK'S WIDELY MOCKED ELECTION - NDTV

BENEFICIENT GAAP EPS OF -$0.47 BEATS BY $2.04, REVENUE OF $12.17M - SEEKINGALPHA

SUPER LEAGUE NON-GAAP EPS OF -$1.00, REVENUE OF $3.01M MISSES BY $0.39M - SEEKINGALPHA

EDIBLE GARDEN AG GAAP EPS OF -$18.79 MISSES BY $7.09, REVENUE OF $3.6M BEATS BY $0.22M - SEEKINGALPHA

TETHER SAYS IT COMPLETED LONG-PROMISED 'BIG FOUR' AUDIT OF FINANCES BEHIND $180 BILLION USDT STABLECOIN - COINDESK

ADLAI NORTYE GAAP EPS OF -$0.04, REVENUE OF $13.06M - SEEKINGALPHA

CASI PHARMACEUTICALS GAAP EPS OF -$0.97, REVENUE OF $9.8M - SEEKINGALPHA

CRYPTO FOR ADVISORS: THE CRYPTO ADVICE GAP - COINDESK

RLX TECHNOLOGY GAAP EPS OF $0.025, REVENUE OF $148.9M MISSES BY $26.27M - SEEKINGALPHA

$ATTO 🟢 Insider BUY: WALSH COLIN BUYs 585,000 shares at ~$17.58 avg — worth $10.3M (+27 more)

KINDERCARE TRIMS 2026 REVENUE OUTLOOK, SEES EPS BELOW CONSENSUS - SEEKINGALPHA

$ATTO 🟢 Insider BUY: GOLDMAN SACHS GROUP INC BUYs 585,000 shares at ~$17.58 avg — worth $10.3M (+27 more)

$ATTO 🟢 Insider BUY: GOLDMAN SACHS GROUP INC BUYs 585,000 shares at ~$17.58 avg — worth $10.3M (+27 more)

$ATTO 🟢 Insider BUY: GOLDMAN SACHS GROUP INC BUYs 585,000 shares at ~$17.58 avg — worth $10.3M (+27 more)

MALAYSIA Q2 GDP GROWTH ACCELERATES TO 6.0% - NIKKEI

B2C2 TAPS SCHRODERS VETERAN TO CHASE ASIA’S GROWING CRYPTO WEALTH - COINDESK

DLOCAL TARGETS 60%–70% TPV GROWTH AND 25%–30% GROSS PROFIT GROWTH IN 2026 AS OPERATING LEVERAGE IS EXPECTED TO IMPROVE - SEEKINGALPHA

36TH HONG KONG FOOD EXPO OPENS WITH EXHIBITORS FROM OVER 30 COUNTRIES AND REGIONS - ECNS