Market Signals

MARKET BRIEF: BEHIND THE U.S.-JAPAN YEN INTERVENTION: TREASURIES, AI MONEY, AND DOLLAR POWER - SEEKINGALPHA

(2ND LD) GOV'T AIMS TO SUPPLY OVER 230,000 ADDITIONAL HOMES IN SEOUL METROPOLITAN AREA TO TAME HOUSING PRICES - YONHAP

ANTOFAGASTA NON-GAAP EPS OF $0.86, REVENUE OF $4.48B MISSES BY $30M; UPDATES FY OUTLOOK - SEEKINGALPHA

A.P. MØLLER - MAERSK A/S GAAP EPS OF $87.00, REVENUE OF $15.76B; UPDATES FY 2026 OUTLOOK - SEEKINGALPHA

NORTHLAND POWER GAAP EPS OF -C$0.24, REVENUE OF C$509.86M; REAFFIRMS FY2026 OUTLOOK - SEEKINGALPHA

SALEM MEDIA GAAP EPS OF -$0.11, REVENUE OF $45.93M - SEEKINGALPHA

LIBYA REELS FROM ASSASSINATION, OIL STRIKES & CENTRAL BANK TURMOIL - ZEROHEDGE

TRUMP: US CONTROLS HORMUZ STRAIT, 'I THINK WE WILL KEEP IT' - CONFIRMS ECONOMIC SIEGE STRATEGY - ZEROHEDGE

RIVIAN AUTOMOTIVE, INC. (RIVN) VS. FERRARI N.V. (RACE): A MASS-MARKET EV BET AGAINST ULTRA-LUXURY PRICING POWER - YAHOO

SEMTECH CORPORATION: AN ORDINARY EARNINGS BEAT WON'T BE ENOUGH - SEEKINGALPHA

DOW JONES AI GIANTS NVIDIA, AMAZON IN OR NEAR BUY ZONES; AVNET, OKTA ARE STOCKS TO WATCH - YAHOO

VALNEVA GAAP EPS OF -€0.35, REVENUE OF €65.84M; REAFFIRMS FY 2026 - SEEKINGALPHA

AI SPENDING REMAINS A CONCERN FOR OTHER CHIP STOCKS, BUT TAIWAN SEMICONDUCTOR HAS NO WORRIES - YAHOO

NVIDIA CORPORATION (NVDA) AND NAVER: A $1 BILLION AI BET IN SOUTH KOREA - YAHOO

CRYPTO LONG & SHORT: WHEN CAPITAL CAN'T MOVE FAST ENOUGH, MARKETS PAY THE PRICE - COINDESK

PERMA-FIX ENVIRONMENTAL SERVICES GAAP EPS OF -$0.32 MISSES BY $0.01, REVENUE OF $12.89M IN-LINE - SEEKINGALPHA

GLOBAL WATER RESOURCES NON-GAAP EPS OF $0.04 MISSES BY $0.01, REVENUE OF $17.8M BEATS BY $1.89M - SEEKINGALPHA

LENOVO GROUP ADR GAAP EPS OF -$5.04, REVENUE OF $26.94B BEATS BY $4.5B - SEEKINGALPHA

TECOGEN GAAP EPS OF -$0.07 MISSES BY $0.01, REVENUE OF $5.75M MISSES BY $1.55M - SEEKINGALPHA

PERSHING SQUARE NON-GAAP EPS OF $0.14 BEATS BY $0.02, REVENUE OF $54.18M - SEEKINGALPHA

NAUTICUS ROBOTICS GAAP EPS OF -$2.30, REVENUE OF $0.89M - SEEKINGALPHA

HARMONIC FORECASTS $505M-$525M 2026 BROADBAND REVENUE AFTER Q2 RESULTS AND VIDEO SALE CLOSING - SEEKINGALPHA

BITCOIN SLIPS NEAR $63,500 AS TRADERS LOOK PAST CPI TO FED’S NEXT TESTS - COINDESK

STANDARD CHARTERED-LED ANCHORPOINT LAUNCHES HONG KONG DOLLAR STABLECOIN - COINDESK

ETSY'S WORKFORCE REDUCTION SENDS A MASSIVE SIGNAL ON ITS GROWTH STRATEGY. HOW TO PLAY ETSY STOCK NOW. - YAHOO

DOLLAR POSTS MODEST GAINS AS CRUDE OIL FLUCTUATES - YAHOO

WHO HAS THE LEVERAGE RIGHT NOW? SONAR’S PRICING POWER INDEX HAS THE ANSWER - YAHOO

$WDC 🔴 Insider SELL: Tan Irving SELLs 20,000 shares at ~$444.97 avg — worth $8.9M (0.2% ADV, 0.006% mkt cap)

COHERENT OUTLINES PATH TO FIRST $3B-PLUS REVENUE QUARTER BY END OF FISCAL '27 AS PHOTONLINK LAUNCH AND 6-INCH INDIUM PHOSPHIDE RAMP ACCELERATE - SEEKI

MAXCYTE REITERATES $30M-$32M 2026 REVENUE OUTLOOK AS GENENTECH PARTNERSHIP EXPANDS ENTERPRISE MODEL - SEEKINGALPHA

$CRWD 🔴 Insider SELL: Kurtz George SELLs 20,000 shares at ~$223.30 avg — worth $4.5M (0.3% ADV, 0.002% mkt cap)

HINDE GROUP BOOSTS AMAZON.COM (AMZN) AMID AI CAPACITY BOTTLENECKS AND HIGH ENTERPRISE BACKLOG IN AWS - YAHOO

$CTAS 🟢 Insider BUY: Rozakis Jim BUYs 11,250 shares at ~$202.71 avg — worth $2.3M (+3 more) (0.5% ADV, 0.003% mkt cap)

$AEVA 🔴 Insider SELL: Dardashti Soroush Salehian SELLs 305,099 shares at ~$24.06 avg — worth $7.3M

$PCOR 🔴 Insider SELL: Courtemanche Craig F. Jr. SELLs 56,122 shares at ~$57.11 avg — worth $3.2M (+2 more) (1.6% ADV, 0.037% mkt cap)

$UEIC 🔴 Insider SELL: TORO 18 HOLDINGS LLC SELLs 200,000 shares at $5.22 — worth $1.0M

$UEIC 🔴 Insider SELL: TORO 18 HOLDINGS LLC SELLs 200,000 shares at $5.22 — worth $1.0M

$UEIC 🔴 Insider SELL: TORO 18 HOLDINGS LLC SELLs 200,000 shares at $5.22 — worth $1.0M

INTELLINETICS EXPECTS DOUBLE-DIGIT SAAS GROWTH FOR FISCAL 2026 WHILE OUTLINING A 2-4 YEAR SHIFT TOWARD RECURRING REVENUE - SEEKINGALPHA

OPTIMIZERX REITERATES $95M-$100M 2026 REVENUE OUTLOOK AMID CFO TRANSITION - SEEKINGALPHA

CBOE Gold Volatility $25.58 ↓ 1.6% 46th %ile (neutral)

$KNTK 🔴 Insider SELL: ISQ Global Fund II GP LLC SELLs 310,691 shares at ~$51.60 avg — worth $16.0M

$KNTK 🔴 Insider SELL: ISQ Global Fund II GP LLC SELLs 310,691 shares at ~$51.60 avg — worth $16.0M

$KNTK 🔴 Insider SELL: ISQ Global Fund II GP LLC SELLs 310,691 shares at ~$51.60 avg — worth $16.0M

$KNTK 🔴 Insider SELL: ISQ Global Fund II GP LLC SELLs 310,691 shares at ~$51.60 avg — worth $16.0M

$KNTK 🔴 Insider SELL: ISQ Global Fund II GP LLC SELLs 310,691 shares at ~$51.60 avg — worth $16.0M

$BA ⚪ Insider F: Ortberg Robert Kelly filed (F) 6,232 shares (0.1% ADV, 0.001% mkt cap)

WHO DEFENDS CHILDHOOD VACCINATION SCHEDULES AFTER TRUMP ORDER - ZEROHEDGE

JOSH KUSHNER, BOB IGER STUN SPORTS WORLD WITH RECORD-SHATTERING $12 BILLION LAKERS TAKEOVER DEAL - ZEROHEDGE

$PNAQ 🟢 Insider BUY: Hudson Steven Kenneth BUYs 1,475,000 shares at ~$10.00 avg — worth $14.8M