Market Signals

SPACEX SIGNS COMPUTING POWER DEAL WITH OPEN-SOURCE AI STARTUP REFLECTION WORTH UP TO $6.3 BILLION — via CNBC

HIDDEN BENEATH AI CHIPS , CHINESE - MADE CIRCUIT BOARDS RAISE NATIONAL SECURITY CONCERNS IN U.S . · EMSNOW

THE LATEST : TRUMP THREATS SHAKE UP US - IRAN TALKS IN SWITZERLAND ON DEAL DETAILS

WHY DID ULTA BEAUTY'S STOCK PLUNGE AFTER Q4 EARNINGS - KAVOUT — via GNEWS

LOWER FEE OR BIGGER BITCOIN ETF SCALE ? HODL VS . IBIT

THE DOLLAR , GOLD , AND BITCOIN ARE TAKING WARSH FED SHIFT SERIOUSLY . STOCKS DONT CARE .

KOSPI BREAKS 9,000 MILESTONE — via KOREAHERALD

MICROSOFT MAKES BIG AI INROADS IN CHINA BY SELLING OPENAI MODELS — via JAPAN_TIMES

G7 LEADERS DISCUSS ‘TRUSTED PARTNERS’ ACCESS TO CUTTING-EDGE U.S. AI MODELS — via JAPAN_TIMES

HYPERLIQUID ETFS DRAW IN $172M SINCE LAUNCH AS HYPE HITS ALL-TIME HIGH — via DECRYPT

D.O.J. SEEKS TO HALT POLLUTION LAWSUIT AGAINST ELON MUSK’S DATA CENTER — via NYT

TRUMP’S IRAN ACCORD OFFERS EXIT FROM WAR — AND FRESH POLITICAL RISKS — via JAPAN_TIMES

US JUDGE DISMISSES MUSK'S XAI TRADE SECRET LAWSUIT AGAINST OPENAI - REUTERS — via GNEWS

BITCOIN SALES ARE NECESSARY FOR STRATEGY'S DIGITAL CREDIT BUSINESS, SAYLOR SAYS — via COINTELEGRAPH

CRYPTO EXCHANGES CASH IN ON SPACEX FRENZY WITH PRE-IPO DERIVATIVES - REUTERS — VIA GNEWS

WHY THE AI CAPEX CYCLE MAY JUST BE BEGINNING - LINCOLNJOURNAL.COM — VIA GNEWS

SOLAR POWER HITS NEW MILESTONES IN THE US EVEN AS TRUMP BOOSTS COAL OVER CLEAN ENERGY - AP NEWS — VIA GNEWS

MAMA'S CREATIONS, INC. (MAMA) Q1 EARNINGS AND REVENUES BEAT ESTIMATES - MSN — VIA GNEWS

PREVIEWING THE 2026 Q2 EARNINGS SEASON - FXSTREET — VIA GNEWS

EU COMMISSION CHIEF VON DER LEYEN EXPRESSES OUTRAGE AT RUSSIA’S DEADLIEST ONSLAUGHT ON KYIV

GOVERNMENT STABLECOIN PAYMENTS WOULD FUEL 'TAX EVASION ECONOMY,' LAWMAKER WARNS — VIA DECRYPT

JAPAN STEPS UP EFFORTS ON COOKING OIL IN RACE FOR SUSTAINABLE AVIATION FUEL​​ — VIA JAPAN_TIMES

WHAT IS STRATEGY (MSTR)? THE BITCOIN TREASURY COMPANY - DECRYPT

WHY IS THE US STOCK MARKET DOWN TODAY? DOW JONES, S&P 500 AND NASDAQ CRASH BIG AS STRONG JOBS REPORT, RISI - THE ECONOMIC TIMES — VIA GNEWS

SENATE OKS $70B IMMIGRATION BILL AFTER REJECTING EFFORTS TO PERMANENTLY BAN TRUMP'S SETTLEMENT FUND - AP NEWS — VIA GNEWS

VEEVA SYSTEMS Q1 EARNINGS CALL HIGHLIGHTS AI PUSH & HIGHER OUTLOOK - ZACKS INVESTMENT RESEARCH — VIA GNEWS

TRUMP TAPS HOUSING REGULATOR PULTE TO BE ACTING DIRECTOR OF NATIONAL INTELLIGENCE — AP NEWS

TRUMP TO NOMINATE TODD BLANCHE AS US ATTORNEY-GENERAL — Financial Times

TRUMP SIGNS SCALED-BACK AI EXECUTIVE ORDER WITH VOLUNTARY 30-DAY REVIEW

📊 10Y-3M Spread Depth: 1bp

BAIN CAP CR CLO 2021-6 LTD / BAIN CAP CR CLO 2021-6 LLC SECTION 3(C)(7) IMPORTANT NOTICE - DTCC

OCC ANNOUNCES DEPUTY COMPTROLLER FOR SUPERVISION SYSTEM AND ANALYTICAL SUPPORT - OCC

NEUBERGER BERMAN LN ADVISERS NBLA CLO 53 LTD / NEUBERGER BERMAN LN ADV SECTION 3(C)(7) IMPORTANT NOTICE. - DTCC

📊 HY Spreads: 3bp (widened 0bp over 13 weeks)

📊 Financial Conditions Trend: -0.50 (easing, 0.04 over 13 weeks)

EUROPE MARKETS ALMOST FLAT; CRUDE REMAINS UNDER PRESSURE - SEEKINGALPHA

BITCOIN EDGES ABOVE $63K ON IMPROVING MACRO BACKDROP - SEEKINGALPHA

📊 Jobless Claims (4W MA): 222,000K (4-week avg)

OPEC+ COUNTRIES SAY THEY WILL EXPAND MONTHLY OIL PRODUCTION - ALJAZEERA

OPEC+ RAISES OUTPUT LEVELS AGAIN DESPITE TUMBLING CRUDE PRICES - MARKETWATCH

7 OPEC+ COUNTRIES AGREE TO EXPAND MONTHLY OIL PRODUCTION MODESTLY AS PRICES SLIDE - PBS

OPEC+ COUNTRIES SAY THEY WILL EXPAND MONTHLY OIL PRODUCTION - ALJAZEERA

IRAN'S SUPREME LEADER ABSENT AS SENIOR OFFICIALS ATTEND AYATOLLAH'S FUNERAL - BBC

JAPAN AI CHIP STARTUP TAPS MALAYSIA'S OPPSTAR TO GEAR UP FOR PRODUCTION - NIKKEI

CRITICAL METALS, EUROPEAN LITHIUM TWEAK MECHANICS OF PROPOSED MERGER AGREEMENT - SEEKINGALPHA

OPEC+ APPROVES ANOTHER OIL OUTPUT INCREASE AS HORMUZ EXPORTS START TO RECOVER - ZEROHEDGE

KOSPI VOLATILITY INTERRUPTIONS HIT RECORD HIGH IN H1 - YONHAP

IS STRATEGY'S LATEST PLAN 1 MORE REASON TO SELL BITCOIN? - YAHOO

HOW SONY'S PLAYSTATION DISC PHASEOUT RESETS GAMING VALUE CHAIN - NIKKEI

ERDOGAN'S WARM TIES WITH TRUMP OFFER TURKEY AN EDGE AHEAD OF NATO SUMMIT - ABC