Market Signals

OTTER TAIL Q2 2026 EARNINGS PREVIEW - SEEKINGALPHA

‘NO TURNING BACK’: SPITZNAGEL PREDICTS THE BIGGEST MARKET CRASH SINCE 1929. HOW TO PREPARE YOUR PORTFOLIO IF HE’S RIGHT - YAHOO

Friday, July 31, 2026 — It’s a bifurcated tape. Amazon’s AI story rips, Apple plunges, and the macro backdrop stays weirdly calm.

ENBRIDGE DELAYS PLANS FOR MAINLINE OIL PIPELINE EXPANSION, CITING LACK OF COMMITMENTS - SEEKINGALPHA

Friday, July 31, 2026 — BOJ holds but yen is the real story, Apple getting smoked on earnings, and credit markets are pricing perfection.

Friday earnings digest. 22 names, 17 reported, 5 pending. Heavy in Energy and Financials. Widest consensus spread: $MRNA.

CHINA’S MILITARY MODERNISATION - SCMP

FRIDAY, JULY 31, 2026

TIM COOK FINAL APPLE EARNINGS CALL AMID HUNDRED YEAR FLOOD  IN MEMORY CHIP PRICING

THE PLA AT 99: HOW CHINA’S MILITARY WENT FROM RAGTAG RIFLES TO WORLD-CLASS FORCE - SCMP

📊 10-Year Treasury Yield: 4.677 % (-0.01pp)

EARNINGS WRAP — Thursday, July 30

OPENAI CEO SAM ALTMAN ANNOUNCES 'MAJOR' PRICE CUTS AS THE COMPANY SIGNALS A FOCUS ON COST EFFICIENCY - BUSINSIDER

Thursday, July 30, 2026

OPENAI SLASHES PRICES ON SOME OF ITS NEWEST MODELS - THEINFORMATION

TOURMALINE OIL CORP. (TOU:CA) Q2 2026 EARNINGS CALL TRANSCRIPT - SEEKINGALPHA

FAUCI TESTIFIES BEFORE THE SENATE ON THE COVID PANDEMIC - NBC

Thursday, July 30, 2026 — META whiffs on revs, NVDA goes all-in on Texas, and the core CPI print keeps the Fed in a box.

THURSDAY PRE-MARKET SCORECARD: 120 companies on deck — 42 reported, 78 still to come. Heavyweight day. Tech titans $AAPL & $AMZN headline the pending

Thursday, July 30, 2026

TRADE DEFICITS FOR JAPAN, PHILIPPINES WIDEN AMID AI BOOM AND IRAN WAR - NIKKEI

US CENTCOM : IRAN LAUNCHED A SURPRISE ATTACK ON FORCES IN MIDDLE EAST

THAILAND'S BID TO REVIVE SOUTHERN PEACE TALKS SUFFERS SETBACK - NIKKEI

📊 10-Year Treasury Yield: 4.684 % (+0.07pp)

EARNINGS WRAP — Wednesday, July 29

Wednesday, July 29, 2026

LILIAN WENG FLIPS FROM THINKING MACHINES TO OPENAI AFTER SAYING THE STARTUP'S PACE HURT HER HEALTH - BUSINSIDER

Wednesday, July 29, 2026 — Iran attacks US troops in Jordan, oil rips above $87, and the AI trade finds a second wind.

TRUMP AND DOJ ASK SUPREME COURT TO TOSS $83 MILLION DEFAMATION VERDICT IN E. JEAN CARROLL CASE - ABC

EARNINGS DIGEST — WEDNESDAY, JULY 29

US AND SAUDI ARABIA STRIKE ‘IRAN-ALIGNED’ GROUPS IN IRAQ - ALJAZEERA

Wednesday, July 29, 2026

SK HYNIX Q2 PROFIT SURGES BUT MISSES MARKET FORECAST; SHARES SLIDE - NIKKEI

SK HYNIX Q2 PROFIT SURGES ON MEMORY DEMAND BUT MISSES MARKET FORECAST - NIKKEI

SK HYNIX Q2 PROFIT SURGES MORE THAN SIXFOLD ON CONTINUED MEMORY DEMAND - NIKKEI

NUCOR RALLIES ON STRONG QUARTER THAT CEO CREDITS TO TRUMP'S AGGRESSIVE TARIFFS - SEEKINGALPHA

EARNINGS WRAP — Tuesday, July 28

INTEL VS. TSMC: HOW COWOS PACKAGING CONSTRAINTS CREATE OPPORTUNITY FOR INTEL FOUNDRY - SEEKINGALPHA

Tuesday, July 28, 2026

$HYGW

SANMINA: Q3 BEAT AND RAISED FY26 GUIDE REINFORCE THE BULL CASE - SEEKINGALPHA

IRAN EXPERT BRANDS ISLAMIC CENTER OF ENGLAND IRAN'S 'UK OFFICE,' URGES IMMEDIATE CLOSURE - FOX

OUTLOOK: 'HOLD' - CAUTION ON LYTENAVA FDA APPROVAL AND CASH NEEDS - SEEKINGALPHA

META AND BLACKROCK PARTNER ON $14BN EL PASO DATA CENTER - THEINFORMATION

Tuesday, July 28, 2026 — Iran ceasefire hangs on Trump-Netanyahu meeting, NVDA commits $5B to safe superintelligence, AAPL reclaims most valuable comp

NVIDIA BETS ON ILYA SUTSKEVER’S NEW AI LAB TO EXPAND COMPUTE REACH - WSJ

📊 10-Year Treasury Yield: 4.611 % (-0.05pp)

TUESDAY, JULY 28, 2026

📊 10-Year Treasury Yield: 4.658 % (-0.03pp)

MONDAY, JULY 27, 2026 — Geopolitics drives everything. US-Iran truce, Zelensky at the White House. Nvidia’s wild AI data center play.