Market Signals

MS& AD INSURANCE GAAP EPS OF ¥226.82, REVENUE OF ¥1686.19B; REAFFIRMS FY 2027 OUTLOOK - SEEKINGALPHA

CRYPTO PLATFORM OPERATOR GETS 15-YEAR PRISON SENTENCE IN SOUTH KOREA DUE TO $50 MILLION SCAM - COINDESK

CHINESE CENSORSHIP IS LEAKING INTO ANSWERS FROM AMERICAN AI - WSJ

US CREATES NEW 'MULTINATIONAL' ATTACK DRONE TASK FORCE AMID IRAN WAR & LESSONS LEARNED IN UKRAINE - ZEROHEDGE

HEALTH IN TECH REAFFIRMS $45M-$50M 2026 REVENUE GUIDANCE WHILE PREPARING HITRIX LAUNCH IN THE SECOND HALF - SEEKINGALPHA

PETER THIEL-BACKED BULLISH POSTS $280 MILLION Q2 NET LOSS AS DIGITAL ASSET SALES FALL 44% - THEBLOCK

AI ESCAPES CONFINEMENT - ALJAZEERA

INDIA EYES TWO NEW SITES TO EXPAND STRATEGIC OIL RESERVES - ZEROHEDGE

S. KOREAN ECONOMIC RECOVERY STRENGTHENS ON STRONG EXPORTS, CONSUMPTION - YONHAP

$SKYH 🔴 Insider SELL: BOSTON OMAHA Corp SELLs 360,000 shares at $10.00 — worth $3.6M

$ONC 🔴 Insider SELL: Lee Chan Henry SELLs 2,666 shares at $360.00 — worth $960K (+6 more)

$TXO 🟢 Insider BUY: SIMPSON BOB R BUYs 150,000 shares at ~$14.34 avg — worth $2.2M

CINEVERSE OUTLINES $13M ANNUAL COST CUTS WHILE TARGETING $115M-$120M FY2027 REVENUE - SEEKINGALPHA

WORKDAY STOCK JUMPS 18% ON REPORT OF SILVER LAKE TAKEOVER TALKS - THEINFORMATION

NEXTBOAT OUTLINES $165M-$170M 2026 REVENUE GUIDANCE WHILE EXPANDING MARINEMAX PARTNERSHIP AND WARRANTY ROLLOUT - SEEKINGALPHA

NEWSMAX REITERATES $212M-$216M 2026 REVENUE GUIDANCE WHILE TARGETING ABOUT $16M IN INTERNATIONAL LICENSING FEES - SEEKINGALPHA

$GKOS 🔴 Insider SELL: Gilliam Joseph E SELLs 60,000 shares at ~$179.74 avg — worth $10.8M (+8 more)

NEWS GROUPS SUE TRUMP OVER PAID EARLY ACCESS TO TRUTH SOCIAL POSTS - ZEROHEDGE

HOW DEMOCRATS PLAN TO REIN IN TRUMP SHOULD THEY WIN IN NOVEMBER - LATIMES

INTELLICHECK EXPECTS GAAP PROFITABILITY IN 2026 AS A 29% REVENUE CUSTOMER EVALUATES A MULTI-VENDOR IDV APPROACH - SEEKINGALPHA

CBOE Skew Index $134.37 ↓ 1.6% 6th %ile (extreme_greed)

SEC CANCELS LONG-AWAITED PROPOSAL OF REG CRYPTO, POSTPONING MEETING WITHOUT NEW DATE - COINDESK

$FN ⚪ Insider F: Archer Edward T. filed (F) 3,263 shares (+2 more)

$AIG 🔴 Insider SELL: Zaffino Peter SELLs 236,829 shares at ~$76.42 avg — worth $18.1M (9.0% ADV, 0.045% mkt cap ⚠️)

KENNEDY CENTER VOTES TO RESTORE TRUMP’S NAME TO VENUE, CLOSE FOR TWO YEARS - ALJAZEERA

$AMGN 🔴 Insider SELL: Khosla Rachna SELLs 3,252 shares at ~$414.05 avg — worth $1.3M (+2 more) (0.1% ADV, 0.001% mkt cap)

N. KOREA'S KIM COULD SEEK RENEWED SUMMITRY WITH TRUMP AFTER U.S. MIDTERM ELECTIONS: EXPERT - YONHAP

$SEPN 🔴 Insider SELL: Bhatt Elizabeth SELLs 25,000 shares at $44.00 — worth $1.1M (+4 more)

$DFH 🟢 Insider BUY: BECKWITT RICHARD BUYs 90,000 shares at ~$14.05 avg — worth $1.3M

$AEHR 🔴 Insider SELL: Erickson Gayn SELLs 40,000 shares at ~$130.84 avg — worth $5.2M

$CLBT 🔴 Insider SELL: Hogan Thomas E. SELLs 139,713 shares at $15.39 — worth $2.1M (+1 more)

BULLISH SHARES SURGE 14% AS SUBSCRIPTION REVENUE OFFSETS DIGITAL ASSET SLOWDOWN - COINDESK

$CVX 🔴 Insider SELL: GUSTAVSON JEFF B SELLs 14,044 shares at $194.95 — worth $2.7M (+6 more) (0.2% ADV, 0.001% mkt cap)

$CHYM 🔴 Insider SELL: DST Global Advisors Ltd SELLs 1,041,325 shares at ~$32.11 avg — worth $33.4M

$GSAT 🔴 Insider SELL: Taylor Timothy Evan SELLs 150,000 shares at ~$82.98 avg — worth $12.4M

$CHYM 🔴 Insider SELL: DST Global Advisors Ltd SELLs 1,041,325 shares at ~$32.11 avg — worth $33.4M

$CHYM 🔴 Insider SELL: DST Global Advisors Ltd SELLs 1,041,325 shares at ~$32.11 avg — worth $33.4M

$IBTA 🔴 Insider SELL: Lehrman Thomas D SELLs 42,407 shares at ~$36.08 avg — worth $1.5M

SOUTH KOREA SENTENCES DELIO CEO TO 15 YEARS IN PRISON FOR $50 MILLION CRYPTO FRAUD: REPORT - THEBLOCK

JAPAN TO RAISE INCOME REQUIREMENTS FOR SKILLED FOREIGN PROFESSIONALS - NIKKEI

$LDOS 🔴 Insider SELL: Geer Noel B SELLs 10,000 shares at ~$140.66 avg — worth $1.4M (0.7% ADV, 0.008% mkt cap)

$LIVN 🔴 Insider SELL: Tezel Ahmet SELLs 11,264 shares at ~$77.83 avg — worth $877K (+3 more)

JAPAN'S MORI BUILDING TACKLES 1ST REDEVELOPMENT PROJECT IN NEW YORK - NIKKEI

JAPAN'S KOMEDA'S COFFEE TO OPEN FIRST BANGKOK STORE IN SOUTHEAST ASIA PUSH - NIKKEI

2013 MUZAFFARNAGAR RIOTS: COURT ALLOWS CASE AGAINST BJP, HINDUTVA LEADERS TO BE WITHDRAWN - SCROLL

DYADIC INTERNATIONAL SECURES $2.9M VIA REGISTERED DIRECT OFFERING AND CONCURRENT WARRANT PRIVATE PLACEMENT - SEEKINGALPHA

NIO STALLS IN GERMANY AS ITS CAR REGISTRATIONS FALL 93.6% IN JULY - SCMP

MADISON SQUARE GARDEN GAAP EPS OF $1.16 BEATS BY $0.53, REVENUE OF $278.7M BEATS BY $52.33M - SEEKINGALPHA

📊 Gator 13F — Gator Capital Management, LLC: $477M portfolio, 67 positions (Q2 2026)

ARCOS DORADOS HOLDINGS INC. GAAP EPS OF $0.22, REVENUE OF $1.31B - SEEKINGALPHA