Market Signals

ACT ENERGY TECHNOLOGIES GAAP EPS OF $0.06 MISSES BY $0.08, REVENUE OF $178.5M BEATS BY $27.05M - SEEKINGALPHA

BENGAL ENERGY LTD. GAAP EPS OF C$0.00, REVENUE OF C$1.4M - SEEKINGALPHA

NATHAN'S FAMOUS GAAP EPS OF $2.14, REVENUE OF $54.06M - SEEKINGALPHA

EMBECTA NON-GAAP EPS OF $0.56 BEATS BY $0.29, REVENUE OF $271.7M BEATS BY $17.16M - SEEKINGALPHA

SPECTRUM BRANDS NON-GAAP EPS OF $2.79 BEATS BY $1.33, REVENUE OF $753.3M BEATS BY $21.75M - SEEKINGALPHA

ENSIGN ENERGY SERVICES FFO OF C$0.44, REVENUE OF C$397.3M - SEEKINGALPHA

ESSENT GROUP GAAP EPS OF $2.08 BEATS BY $0.34, REVENUE OF $362.69M BEATS BY $22.43M - SEEKINGALPHA

MARAVAI OUTLINES $33M-$35M 2026 ADJUSTED EBITDA OUTLOOK WHILE MAINTAINING $205M-$215M REVENUE RANGE - SEEKINGALPHA

AI HAS AN OPINION AND IT USUALLY LEANS LEFT. YOU HAVE A RIGHT TO KNOW ITS AGENDA - FOX

ARKO CORP. GAAP EPS OF $0.26, REVENUE OF $1.84B - SEEKINGALPHA

MDA SPACE NON-GAAP EPS OF $0.36 BEATS BY $0.10, REVENUE OF $498.6M BEATS BY $180.04M - SEEKINGALPHA

INTERFACE NON-GAAP EPS OF $0.88 BEATS BY $0.24, REVENUE OF $396M BEATS BY $4.78M - SEEKINGALPHA

WINTERMUTE REGISTERS AS SEC BROKER-DEALER TO TRADE STOCKS, OPTIONS AND CRYPTO ETFS - THEBLOCK

CERENCE SIGNALS $76M-$82M FY 2026 FREE CASH FLOW AND LAUNCHES $30M SHARE REPURCHASE PROGRAM - SEEKINGALPHA

NETGEAR OUTLINES Q3 REVENUE OF $165M-$175M AMID A 200 BPS SECOND-HALF GROSS MARGIN HEADWIND - SEEKINGALPHA

I'M A VC WHO FINDS $120 WORTH OF AI SUBSCRIPTIONS MORE PRODUCTIVE THAN AN INTERN. THIS IS MY TECH STACK. - BUSINSIDER

TRUMP AGAIN TRIES TO LIMIT US BIRTHRIGHT CITIZENSHIP WITH NEW EXECUTIVE ORDERS - BBC

ETHEREUM STAKING TOKEN WEETH SPLITS FROM RESTAKING AS REWARDS DEBATE HEATS UP - COINDESK

XPONENTIAL FORECASTS 2026 REVENUE OF $250M-$260M AND ADJUSTED EBITDA OF $91M-$97M WHILE REVIEWING STRATEGIC ALTERNATIVES - SEEKINGALPHA

PHILIPPINE GDP GROWTH SLOWS FURTHER TO 2.3% IN Q2 AS INFLATION BITES - NIKKEI

UNIFICATION ADVISERS SAY USING N. KOREA'S OFFICIAL NAME IS NOT NEW - YONHAP

PALLADYNE AI OUTLINES $24M-$27M 2026 REVENUE OUTLOOK AS BACKLOG RISES TO $24.6M - SEEKINGALPHA

LESSONS OF JAPANESE MILITARISM'S AGGRESSION MUST FOREVER SERVE AS ALARM: SPOKESPERSON - ECNS

ESCO TECHNOLOGIES PROJECTS FY2026 ADJUSTED EPS OF $8.30-$8.40 AS RECORD $1.54B BACKLOG SUPPORTS DEMAND - SEEKINGALPHA

PROFOUND REITERATES ~$25M 2026 REVENUE OUTLOOK AS CMS PROPOSES 14.9% OPPS PAYMENT INCREASE TO $15,494 PER TULSA PROCEDURE - SEEKINGALPHA

CRUDE PRICES PRESSURED BY GROWING OPTIMISM THE STRAIT OF HORMUZ TO SOON REOPEN - YAHOO

HERE IS HOW TO PLAY ZILLOW STOCK AFTER ITS LATEST RESTRUCTURING - YAHOO

APPLE'S BUYBACK IS RETIRING LESS STOCK JUST AS THE MEMORY BILL GROWS - YAHOO

INNODATA REITERATES 40%+ REVENUE GROWTH OUTLOOK AS RAHUL SINGHAL IS SET TO BECOME CEO ON SEPTEMBER 30 - SEEKINGALPHA

HERE'S HOW SPACEX IMAGINES ITS MASSIVE TERAFAB CHIP FACTORY WILL LOOK - BUSINSIDER

MACOM OUTLINES Q4 FY 2026 REVENUE OF $415M-$425M WITH ADJUSTED EPS OF $1.97-$2.03 AS BACKLOG HITS RECORD 1.6:1 BOOK-TO-BILL - SEEKINGALPHA

JAPAN SEEKS NEW WAYS TO WIN TOP POSTS AT INTERNATIONAL ORGANIZATIONS - NIKKEI

$FMCB ⚪ Insider F: STEINWERT KENT A filed (F) 2,117 shares

$CNXN 🔴 Insider SELL: GALLUP PATRICIA SELLs 14,284 shares at ~$85.41 avg — worth $1.2M

$PAY 🔴 Insider SELL: Kalra Sanjay SELLs 27,909 shares at ~$41.11 avg — worth $1.1M

$CAKE 🔴 Insider SELL: OVERTON DAVID SELLs 94,145 shares at $106.27 — worth $10.0M

$IMNM 🔴 Insider SELL: Horn Kinney SELLs 90,616 shares at $25.09 — worth $2.3M (+4 more)

$IOT 🔴 Insider SELL: Biswas Sanjit SELLs 263,900 shares at ~$38.34 avg — worth $10.1M (5.6% ADV, 0.045% mkt cap ⚠️)

AIRBNB STOCK SOARS 12% ON EARNINGS AND REVENUE BEAT, STRONG GUIDANCE FOR THIRD QUARTER - TECH

$EWBC 🔴 Insider SELL: KRAUSE DOUGLAS PAUL SELLs 10,000 shares at $132.37 — worth $1.3M (1.3% ADV, 0.007% mkt cap)

JAPAN TO SHARE ADVANCE DEFENSE PROCUREMENT PLANS WITH CONTRACTORS - NIKKEI

MORE THAN $30 MILLION STOLEN IN VIOLENT CRYPTO ATTACKS IN 2026 AS FRANCE EMERGES AS ‘WRENCH ATTACK’ HOTSPOT: CHAINALYSIS - THEBLOCK

$NET 🔴 Insider SELL: Ledbetter Carl SELLs 5,000 shares at ~$281.98 avg — worth $1.4M (0.2% ADV, 0.001% mkt cap)

$UMBF 🔴 Insider SELL: KEMPER J MARINER SELLs 15,062 shares at $148.55 — worth $2.2M

EU WATCHDOGS WARN SCAMMERS ARE POSING AS CRYPTO FIRMS AND REGULATORS AFTER MICA DEADLINE: FT - THEBLOCK

SEOUL SEEKS EXEMPTION FROM U.K. SANCTIONS ON RUSSIAN LNG: OFFICIAL - YONHAP

$LKNCY 🔴 Insider SELL: Cao Wenbao SELLs 150,000 shares at ~$37.06 avg — worth $5.6M

$MA 🔴 Insider SELL: Miebach Michael SELLs 15,372 shares at $575.00 — worth $8.8M (0.6% ADV, 0.002% mkt cap)

Form 4 filed — GOLDBERG MICHAEL

Form 4 filed — REGNERY DAVID S