Market Signals

$AXIA3 🔴 Insider SELL: Batista de Lima Filho Pedro SELLs 165,000 shares at ~$10.26 avg — worth $1.7M (+2 more)

HEGSETH PUSHES $1.5 TRILLION MILITARY BUDGET AS TRIBUTE TO LINDSEY GRAHAM - ZEROHEDGE

PERMA FIX ENVIRONMENTAL SERVICES’ (PESI) STRONG BACKLOG OVERSHADOWS WEAK RESULTS - YAHOO

FISHERMEN FACE DEADLY DANGERS AS YEMEN’S RED SEA BECOMES A WARZONE - ALJAZEERA

TTEC REVISES 2026 ENGAGE OUTLOOK TO (-8%) REVENUE DECLINE AND 10.1% ADJUSTED EBITDA MARGIN MIDPOINT WHILE INITIATING STRATEGIC ALTERNATIVES REVIEW FOR

INTEL'S $20B EQUITY RAISE SHOWS THE VALUATION IS OVEREXTENDED - SEEKINGALPHA

EXPERT CAUTIONS AGAINST U.S. TRADE CONCERNS DEFINING ENTIRE RELATIONSHIP WITH KOREA - YONHAP

S. KOREA, U.S. ARMY CHIEFS DISCUSS STRENGTHENING COMBINED DEFENSE POSTURE - YONHAP

MITSUBISHI ELECTRIC GEARS UP SATELLITE OUTPUT WITH JAPAN ROCKET'S SUCCESS - NIKKEI

PARAMOUNT CEO MAY REMOVE OPERATIONS FROM CALIFORNIA OVER STALLED MERGER - ALJAZEERA

JAPAN CONSIDERS INTERNET VOTING FOR CITIZENS OVERSEAS - NIKKEI

INSIDE THE COCKPIT: WHAT WENT WRONG ON AIR INDIA'S PHUKET-DELHI FLIGHT - NDTV

TRUMP FACES LAWSUIT OVER PUSH TO LIMIT BIRTHRIGHT CITIZENSHIP - ALJAZEERA

📊 Smead 13F — Smead Capital Management, Inc.: $4.7B portfolio, 32 positions (Q2 2026)

SPOTIFY SAYS IT WON’T RECOMMEND MUSIC FROM ‘AI PERSONAS’ - TECH

‘ONE OF THE SINGLE BIGGEST BARRIERS TO GROWTH’: UK LAWMAKERS PRESS BANKS OVER CRYPTO ACCESS AHEAD OF NEW FCA REGIME - THEBLOCK

SINGAPORE RECORDS 5.9% Q2 GDP GROWTH, RAISES FULL-YEAR FORECAST - NIKKEI

JAPAN FACES RECORD IZAKAYA BANKRUPTCIES, SIGNALING CHANGE OF DRINK CULTURE - NIKKEI

JABIL: THE AI INFRASTRUCTURE BOTTLENECK IS MOVING INTO ITS FACTORY NETWORK - SEEKINGALPHA

GREENFIRST FOREST PRODUCTS GAAP EPS OF $0.24, REVENUE OF $96.1M - SEEKINGALPHA

VERB TECHNOLOGY GAAP EPS OF $1.31, REVENUE OF $15M - SEEKINGALPHA

SEA LIMITED RALLIES AS Q2 REVENUE BEATS ESTIMATES - SEEKINGALPHA

THE BEST K-CUP COFFEE MAKERS, RANKED BY CONSUMER REPORTS - QZ

PRELUDE THERAPEUTICS GAAP EPS OF -$0.14 BEATS BY $0.06, REVENUE OF $5.71M - SEEKINGALPHA

908 DEVICES GAAP EPS OF -$0.32 MISSES BY $0.15, REVENUE OF $16.1M BEATS BY $0.73M - SEEKINGALPHA

LEGEND BIOTECH NON-GAAP EPS OF $0.16 MISSES BY $0.12, REVENUE OF $387.5M BEATS BY $35.75M - SEEKINGALPHA

VESTIS NON-GAAP EPS OF $0.18 BEATS BY $0.08, REVENUE OF $661.7M MISSES BY $7.32M - SEEKINGALPHA

AFTER MASS MIGRANT INVASION, 5 GIRLS UNDER 14 REPORTEDLY RAPED IN CEUTA - ZEROHEDGE

CARDINAL HEALTH NON-GAAP EPS OF $2.91 BEATS BY $0.49, REVENUE OF $63.67B MISSES BY $1.44B - SEEKINGALPHA

DARIOHEALTH GAAP EPS OF -$0.85 BEATS BY $0.37, REVENUE OF $5.18M MISSES BY $0.48M - SEEKINGALPHA

CINEPLEX GAAP EPS OF C$0.12, REVENUE OF C$383.72M - SEEKINGALPHA

BIOHARVEST SCIENCES GAAP EPS OF -$0.17 MISSES BY $0.05, REVENUE OF $8.84M MISSES BY $0.61M - SEEKINGALPHA

FLOWCO HOLDINGS GAAP EPS OF $0.28 MISSES BY $0.08, REVENUE OF $235.86M BEATS BY $0.76M - SEEKINGALPHA

AIMIA NON-GAAP EPS OF C$0.11, REVENUE OF C$36.4M - SEEKINGALPHA

AI ROLLOUTS HELP THE STRONGEST EMPLOYEES AND QUIETLY HARM THE WEAKEST ONES - QZ

AMPCO-PITTSBURGH GAAP EPS OF $0.07, REVENUE OF $102.9M - SEEKINGALPHA

YPF SOCIEDAD ANÓNIMA GAAP EPS OF $3.07 BEATS BY $0.41, REVENUE OF $6.57B BEATS BY $470M - SEEKINGALPHA

AI CEOS ARE IN THEIR MANIFESTO ERA - BUSINSIDER

CERIBELL EXPECTS $114M-$117M 2026 REVENUE AS CMS FINALIZES DELIRIUM NTAP UP TO $2,171 PER PATIENT - SEEKINGALPHA

ON HOLDING NON-GAAP EPS OF CHF 0.35, REVENUE OF CHF 850.3M; UPDATES FULL-YEAR 2026 OUTLOOK - SEEKINGALPHA

TENCENT MUSIC ENTERTAINMENT NON-GAAP EPADS OF $0.25 BEATS BY $0.01, REVENUE OF $1.32B BEATS BY $20M - SEEKINGALPHA

AI IS CHANGING JOB INTERVIEWS BY LETTING CANDIDATES INTERVIEW AROUND THE CLOCK - BUSINSIDER

EBAY MAY DODGE A GAMESTOP TAKEOVER — BUT THERE’S A NEW TWIST IN THE RYAN COHEN SAGA - MARKETWATCH

ACV FORECASTS $219M-$225M Q3 REVENUE WHILE LAUNCHING VIPR AND KEEPING 2026 ADJUSTED EBITDA AT $73M-$77M - SEEKINGALPHA

SCHEDULED CHINA-EUROPE FREIGHT TRAINS CUT TRAVEL TIME BY OVER 30% - ECNS

SALZGITTER AG GAAP EPS OF €0.74, REVENUE OF €4.59B - SEEKINGALPHA

KKR-BACKED LEAP INDIA SEEKS $734M VALUATION AFTER IPO FULLY SUBSCRIBED - SEEKINGALPHA

HUYA NON-GAAP EPADS OF $0.02 BEATS BY $0.01, REVENUE OF $256.3M MISSES BY $6.71M - SEEKINGALPHA

CHIPMOS GAAP EPADS OF $0.80, REVENUE OF $231.8M MISSES BY $8.77M - SEEKINGALPHA

WALLENIUS WILHELMSEN ASA GAAP EPS OF $0.29, REVENUE OF $1.31B; REAFFIRMS FY 2026 OUTLOOK - SEEKINGALPHA