Market Signals

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

SCIENTISTS MAKE POTENTIAL BREAKTHROUGH IN SEARCH FOR DARK MATTER - JAPAN_TIMES

AT G20 SUMMIT, SCOTT BESSENT SAYS U.S. HAS SUPPORT FOR ECONOMIC WAR AGAINST IRAN - NYT

RUSSIA’S JET-POWERED DRONES BRING EMPTY KYIV SUPERMARKET SHELVES AND RATTLE UKRAINIANS - AP NEWS - GNEWS

S&P 500 Dispersion Index $32.55 ↑ 1.1% 2th %ile (extreme_greed)

State Street Utilities Select S ($XLU) $42.23 ↓ 1.2% 0th %ile

State Street Industrial Select ($XLI) $175.13 ↓ 1.1% 12th %ile

Bitcoin USD ($BITCOIN) $78532.48 ↑ 1.1% 96th %ile

RBOB Gasoline Futures $3.11 ↑ 1.1% 50th %ile • KXWTI 8.5% — $117 or above

State Street Consumer Discretio ($XLY) $117.21 ↑ 1.1% 61th %ile

META TESTS ROBOTS TO HANDLE DATA CENTER WORK - DECRYPT

SBI HOLDINGS INVESTS $270 MILLION IN AJAIB, TAKING 20% STAKE AMID ASIA DIGITAL ASSET PUSH - THEBLOCK

Heating Oil Futures $4.30 ↑ 1.2% 86th %ile • KXWTI 8.5% — $117 or above

RESEARCHER SHOWS HOW CLAUDE CODE CAN BE TRICKED SIMPLY BY ASKING IT TO SUMMARIZE A WEBSITE - THEREGISTER

EU GAS STORAGE HITS RECORD LOWS AMID IRAN WAR AND RUSSIAN ENERGY PHASE-OUT - RT.COM - RT

6 MONTHS ON, IRAN’S LEADERS ARE DEFYING THE US AND SIGNALING NO TOLERANCE FOR DISSENT - AP NEWS - GNEWS

MICROSOFT (MSFT) LAUNCHES 50MW AI COMPUTE BUILDOUT IN NORTH AMERICA - SAHM - GNEWS

FORGET GLP-1 STOCKS, BALDNESS DRUGS ARE WALL STREET’S NEXT GOLDMINE - BLOOMBERG.COM - GNEWS

HOW DOES AMAZON.COM (AMZN) TRIPLING GPU ORDERS RESHAPE ITS AI BUILDOUT? - SAHM - GNEWS

BULLISH PROVIDES USD.AI $100M STABLECOIN FACILITY FOR GPU-BACKED LENDING - COINTELEGRAPH

US TARGETS EGYPTIAN BANK’S UAE BRANCHES UNDER NEW PUSH FOR IRAN’S ECONOMIC ISOLATION - AP NEWS - GNEWS

Silver Dec 26 ($SILVER) $67.00 ↓ 1.2% 73th %ile

DO CENTERPOINT’S EARNINGS BEAT AND DIVIDEND GROWTH RESHAPE THE INCOME CASE FOR CNP? - SIMPLYWALL.ST - GNEWS

SBI BUYS 20% STAKE IN INDONESIA'S AJAIB FOR $270 MILLION TO EXPAND YEN STABLECOIN IN SOUTHEAST ASIA - COINDESK

ANALYSIS: CREDIT PUSH FOR RIDE-HAILING DRIVERS RAISES DEFAULT RISK - VALOR INTERNATIONAL - GNEWS

WALMART TO PAY $50 MILLION TO SETTLE OPIOID LAWSUIT, US SAYS - NYT

TOKENIZED DEPOSITS COULD DRAIN $580B FROM U.S. BANK LENDING - CRYPTO NEWS - GNEWS

Natural Gas Futures $2.88 ↓ 1.1% 42th %ile

ANTHROPIC LAUNCHES AI TOOL THAT CAN CONDUCT SCIENTIFIC EXPERIMENTS - FINANCIAL TIMES - GNEWS

NY STOCKS FALL AS FED CHAIR WARSH'S HAWKISH REMARKS SPARK SELLOFF; NASDAQ DOWN 0.5% - FINANCE.BIGGO.COM - GNEWS

MICRON TECHNOLOGY DOUBLES CAPEX AS AI MEMORY SHORTAGE DEEPENS - TRADINGVIEW - GNEWS

THE KREMLIN SAYS THE CIA DIRECTOR HELD TALKS IN MOSCOW WITH HIS INTELLIGENCE COUNTERPARTS - AP NEWS - GNEWS

ALPHABET SHARES SLIDE AS AI CAPEX RETURNS FACE SCRUTINY - ASKTRADERS - GNEWS

JUNIOR CONSULTANTS CALLED BACK TO OFFICE AS AI INCREASES NEED FOR HUMAN SKILLS - FINANCIAL TIMES - GNEWS

State Street Health Care Select ($XLV) $171.58 ↓ 1.1% 89th %ile

BUILD-A-BEAR SHARES ON TRACK FOR BIGGEST DROP EVER ON WEAK REVENUE OUTLOOK - REUTERS - GNEWS

AUTODESK’S (NASDAQ:ADSK) Q2 CY2026 SALES TOP ESTIMATES, FULL-YEAR OUTLOOK SLIGHTLY EXCEEDS EXPECTATIONS - STOCKSTORY - GNEWS

DOLLAR GENERAL Q2 2026 EARNINGS BEAT, FULL-YEAR FORECAST RAISED - QZ.COM - GNEWS

HERE’S WHAT CRITICS DON’T UNDERSTAND ABOUT THE $1T AI CAPEX BOOM - YAHOO FINANCE - GNEWS

IS SOARING AI CAPEX PUTTING MICROSOFT STOCK’S VALUATION AT RISK? - TREFIS - GNEWS

NEW WHITE HOUSE COUNSEL ISN’T A YES MAN, BUT HE WON’T SAY NO, EITHER - NYT

BILL GATES CALLS FOR ‘HUMAN RESERVED’ JOBS TO PROTECT LABOUR FORCE FROM AI - FINANCIAL TIMES - GNEWS

Natural Gas Futures $2.91 ↑ 1.1% 46th %ile

CANADA ANNOUNCES $20BN RETALIATORY TARIFFS AS US TRADE WAR ESCALATES - FINANCIAL TIMES - GNEWS

META, CONTENT CREATOR GET LEGAL NOTICE FROM DELHI MAN WHO WAS SECRETLY RECORDED WITH SMART GLASSES - SCROLL

FORBES AND SHOOK RESEARCH SUSPEND RANKINGS AMID INVESTIGATION OF $6 MILLION PAYMENT - NYT

BOK FACES CLOSE CALL ON BACK-TO-BACK RATE HIKES - KOREAHERALD