Market Signals

NIGHT WORK REGULATIONS, MANDATORY TENDER OFFER SYSTEM - KOREAHERALD

US TARGETS IRAN’S AIRLINES AS NEW SANCTIONS PUSH CONTINUES - BLOOMBERG.COM - GNEWS

SURVIVING THE SAASPOCALYPSE & TOKENPOCALYPSE: OUTCOME-BASED AI PROCUREMENT, CAPEX EDGE ESCAPES, AND COMMERCIAL ARCHITECTURE - ARCWEB.COM - GNEWS

SOUTH KOREA’S POWER DEMAND SET TO SOAR ON AI BOOM - JAPAN_TIMES

State Street Communication Serv ($XLC) $112.03 ↓ 1.2% 83th %ile

Crude Oil Futures $92.57 ↑ 1.2% 100th %ile • KXWTI 8.5% — $117 or above

ANTHROPIC LAYS GROUNDWORK FOR BOTS THAT SHOP FOR YOU - THEREGISTER

Heating Oil Futures $4.54 ↓ 1.2% 94th %ile • KXWTI 8.5% — $117 or above

IRAN , US TRADE TIT - FOR - TAT TANKER ATTACKS AS WAR DRAGS ON

3 AI SEMICONDUCTOR STOCKS FACING A FED DRIVEN TEST IN US TECH - SIMPLYWALL.ST - GNEWS

TRUMP’S EMBRACE OF AI DATA CENTERS ADDS TO GOP’S MIDTERM PERIL - BLOOMBERG.COM - GNEWS

BLUE OWL SLASHES PRIVATE LOAN TO NEAR-ZERO AMID BANKRUPTCY RISK - BLOOMBERG.COM - GNEWS

EU PUTS CHATGPT UNDER STRICTEST DIGITAL RULES, CLASSING IT A SEARCH ENGINE - DEALROOM - GNEWS

KEY FACTS: GOOG $119.8B REV $44.9B CAPEX; GEMINI-PAID; DEBT ATTRACTIVE - TRADINGVIEW - GNEWS

ARGENTINA’S MILEI ESCALATES FALKLANDS DISPUTE, SEIZING ON TRUMP COMMENTS AND OIL TENSIONS - AP NEWS - GNEWS

LG ELECTRONICS TARGETS ACTUATORS, B2B APPLIANCES AS NEXT GROWTH ENGINES - KOREAHERALD

STOCKS FALL AS STRONG JOBS REPORT HINTS AT RATE HIKE - NORTHWEST ARKANSAS DEMOCRAT-GAZETTE - GNEWS

ARE CREDIT RATING AGENCIES GETTING FED UP WITH HYPERSCALERS? - FINANCIAL TIMES - GNEWS

HOW BRITAIN BUILT A WAR NETWORK AROUND RUSSIA

ROGUE OPENAI AGENTS USED DEAD GERMAN WEB SITE TO COMMUNICATE IN MAY, MONTHS BEFORE HUGGING FACE INCIDENT - THEREGISTER

FED GOVERNORS’ CALENDARS SHOW BLACKOUT EVENTS WITH BANKERS - BLOOMBERG.COM - GNEWS

ANTHROPIC COULD BE THE NEXT MEGA IPO : 2 MAGNIFICENT STOCKS THAT ALREADY OWN A PIECE OF THE AI UNICORN

THE NASDAQ, S&P 500, AND DOW ALL FELL SLIGHTLY FRIDAY. THE JOBS REPORT WASN'T REALLY WHY. - THE GLOBE AND MAIL - GNEWS

VANCE DISMISSES US WAR CRIMES AS IRAN COUNTS WEDDING DEAD

RUSSIA PAUSING KYIV AIRSTRIKES AS US ENVOYS LAND FOR TALKS

IRAN ACCUSES US OF MISSILE STRIKE ON TANKER NEAR KHARG ISLAND

DONATIONS TO SIX GUJARAT-BASED PARTIES EXCEEDED THOSE TO NATIONAL PARTIES EXCEPT BJP, REPORTS BBC - SCROLL

EVERY HYPERSCALER RAISED CAPEX AGAIN. THESE 3 BORING INDUSTRIALS GET PAID NO MATTER WHO WINS THE AI RACE. - THE MOTLEY FOOL - GNEWS

S&P GLOBAL RATINGS: HYPERSCALER CREDIT QUALITY GRADUALLY WEAKENING AS AI CAPEX SURGES - MONITORDAILY - GNEWS

TRUMP THREATENS TO HALT SOME TRADE UNLESS THE FED CUTS RATES - NYT

MAAFI, KAFI, ANCHAHI: THE UNWANTED DAUGHTERS IN HARYANA’S VOTER ROLLS - SCROLL

WHITE HOUSE REVIEWS CANDIDATES TO REPLACE PENTAGON NO. 2 STEVE FEINBERG - JAPAN_TIMES

EXCLUSIVE: US, CHINA GEAR UP FOR MID-SEPTEMBER AI SAFETY TALKS - REUTERS - GNEWS

TETRIS DISTANCES ITSELF FROM CONTROVERSIAL WHITE HOUSE ‘ARCADE’ GAMES - JAPAN_TIMES

IRAN WEDDING STRIKE LIKELY DIRECT HIT BY US MUNITION – REUTERS - RT.COM - RT

WARREN BUFFETT BERKSHIRE HATHAWAY JUST DID THIS FOR THE FIRST TIME IN 15 QUARTERS . HISTORY OFFERS A CLUE ABOUT WHAT NEXT , BUT THE EVIDENCE PILING UP

CHINA CUSHIONED IRAN OIL SHOCK BY DRAINING RESERVES , WHILE AMERICANS GET $4 GAS

State Street Real Estate Select ($XLRE) $44.25 ↑ 1.2% 22th %ile

JAPAN SEES FEWER IPOS AS IRAN WAR, AI SHOCK AND RATE ANXIETY SLOW TECH LISTINGS - JAPAN_TIMES

THE BEST, WORST AND STRANGEST WAYS AI IS REALLY BEING USED AT WORK - FINANCIAL TIMES - GNEWS

LG CHIEF’S ADOPTIVE MOTHER LOSES BID TO SEVER TIES - KOREAHERALD

POSCO, BHP TEAM UP TO ADVANCE HYDROGEN STEELMAKING - KOREAHERALD

‘ALL IT WILL TAKE IS ONE SCREW-UP’: AI GROUPS RACE TO LIMIT BIOWEAPON RISKS - FINANCIAL TIMES - GNEWS

TARGET HOSPITALITY: BENEFIT OF AI CAPEX - SEEKING ALPHA - GNEWS

Russell 2000 ETF $294.01 ↑ 1.2% 38th %ile

Russell 2000 ETF $290.57 ↓ 1.1% 12th %ile

State Street Materials Select S ($XLB) $52.07 ↓ 1.2% 67th %ile

NASDAQ-100 WEEKLY: UNDERSTANDING THE ECONOMICS OF AI CAPEX, PART 1 - NASDAQ.COM - GNEWS

FORMER BIDEN WHITE HOUSE AIDE WINS MASSACHUSETTS DEMOCRATIC HOUSE PRIMARY - NYT

WPP CUTTING UP TO 1,000 MORE JOBS AS AI RESHAPES ADVERTISING INDUSTRY - FINANCIAL TIMES - GNEWS