Market Signals

AI INFRASTRUCTURE PUSHES DATA CENTER CAPEX FORECAST ABOVE $3 TRILLION - DATA CENTER KNOWLEDGE - GNEWS

TRUMP RISKS CHINA BLOWBACK WITH PLAN TO CHOKE IRAN’S ECONOMY - JAPAN_TIMES

IRAN FINALIZES OMAN TRADE DEAL AS BESSENT PREPARES MONDAY SANCTIONS BRIEFING

State Street Consumer Discretio ($XLY) $118.02 ↑ 1.1% 70th %ile

DOW JUMPS 518, NASDAQ ADDS 113, S&P 500 RISES 33 - TV NEWS CHECK - GNEWS

U.S . NATIONAL DEBT TOPS 40 TRILLION USD FOR FIRST TIME IN HISTORY

TRINITY LEGACY PARTNERS LLC SELLS 4 , 917 SHARES OF JOHNSON & JOHNSON $JNJ

NEW CHANCELLOR GIVEN PRE - BUDGET CHALLENGE AS BORROWING JUMPS UNEXPECTEDLY

CAMEROON’S AGING PRESIDENT RETURNS FROM MONTHSLONG STAY ABROAD - NYT

HOW A BUREAUCRAT HAS FORCED MAHARASHTRA’S EATERIES AND OTHER FOOD BUSINESSES TO CLEAN UP THEIR ACT - SCROLL

THE SLOW SUCKING SOUND OF AI - FINANCIAL TIMES - GNEWS

State Street Industrial Select ($XLI) $179.77 ↓ 1.2% 42th %ile

AN ALARMED BOND MARKET GETS THE TRUMP ADMINISTRATION TO ACT AGAIN - AP NEWS - GNEWS

U.S. WANTS ALLIES, INCLUDING JAPAN, TO END SUPPORT FOR INTERNATIONAL CRIMINAL COURT - JAPAN_TIMES

US NATIONAL DEBT EXCEEDS $40 TRILLION FOR FIRST TIME

ISRAEL OPENS CRIMINAL INVESTIGATION INTO KILLINGS OF HIND RAJAB AND GAZA MEDICAL WORKERS - NYT

State Street Consumer Staples S ($XLP) $86.54 ↑ 1.1% 97th %ile

BROADCOM DRAGS THE NASDAQ WHILE THE DOW AND S&P 500 CLIMB - THE GLOBE AND MAIL - GNEWS

VIX of VIX $92.87 ↓ 1.1% 60th %ile (fear)

MITSUBISHI UFJ TRUST & BANKING CORP HAS $461.84 MILLION HOLDINGS IN ADVANCED MICRO DEVICES , INC . $AMD

SAMSUNG DISPLAY'S FOLDABLE SCREENS JUST GOT BRIGHTER - KOREAHERALD

TRUMP TAKES IRAN HARD LINE AS HORMUZ TENSIONS MARK NEW NORMAL - JAPAN_TIMES

GOOGLE, AMAZON, AND META ALL JUST RAISED CAPEX GUIDANCE AGAIN. THIS BORING INDUSTRIAL WINS NO MATTER WHOSE AI INFRASTRUCTURE IS BEST. - THE MOTLEY FOO

THE NEW AI SUPER-RICH ARE RESHAPING THE MARKET FOR JETS, YACHTS AND CARS - FINANCIAL TIMES - GNEWS

KT, SK TELECOM, UPSTAGE ADVANCE TO NEXT STAGE IN GOVT.-LED AI PROJECT - KOREAHERALD

BIG INVESTORS HUNT FOR TOMORROW'S AI WINNERS AS CAPEX ANGST FADES - REUTERS - GNEWS

INDIAN EMBASSY SEEKS URGENT LEGAL ASSISTANCE FOR CITIZENS FACING CHALLENGES IN MONGOLIA

PALANTIR TECHNOLOGIES INC . $PLTR SHARES SOLD BY OPPENHEIMER ASSET MANAGEMENT INC .

ANTHROPIC SAYS TEXT WATERMARKING SCHEME RELIES ON INCONSEQUENTIAL WORDS - THEREGISTER

HANG SENG INDEX ($HSI) $25116.85 ↓ 1.1% 52th %ile

IRAN INVOKES DOSTOEVSKY IN BROADSIDE AGAINST US - RT.COM - RT

WHAT BESSENT’S ECONOMIC ISOLATION OF IRAN COULD LOOK LIKE - BLOOMBERG.COM - GNEWS

COREWEAVE: STRONG BUY WITH SWING TRADE PROSPECTS - AI BOTTLENECK MITIGATES HEADWINDS (NASDAQ:CRWV) - SEEKING ALPHA - GNEWS

IS REVENUE GROWTH AMID MARGIN PRESSURE ALTERING THE INVESTMENT CASE FOR GLOBUS MEDICAL (GMED)? - SIMPLYWALL.ST - GNEWS

LAKERS SALE HIGHLIGHTS SPORTS GOLD RUSH AMONG BILLIONAIRES IN NORTH AMERICA - JAPAN_TIMES

UNRELENTING RUSSIAN ANTI-WAR PROTESTERS IN JAPAN FIGHT THROUGH INESCAPABLE DOUBT - JAPAN_TIMES

DID DUTCH BROS' (BROS) EARNINGS BEAT AND REAL ESTATE PUSH JUST REDEFINE ITS GROWTH NARRATIVE? - SIMPLYWALL.ST - GNEWS

IRAN WAR WEEK 25 , DAY # 2 : KUWAITI AIR DEFENSE HITS US F - 15S BUT NOT IRANIAN F - 5S

OPENAI UPHEAVAL MOUNTS AS SAM ALTMAN READIES IPO PUSH - FINANCIAL TIMES - GNEWS

IRAN SAYS REACHED DEAL WITH OMAN ON HORMUZ SHIPPING ROUTES

GLOBAL AI INVESTMENT $1 TLN IN 2026 , TO REACH 1.4 PC GLOBAL GDP BY 2028 : GOLDMAN SACHS

QATAR DENIES HOLDING IRAN MISSING FIGHTER PILOTS

EVERTEC (EVTC) IS UP 5.8% AFTER RAISING 2026 REVENUE OUTLOOK AND EXPANDING BUYBACKS - WHAT'S CHANGED - SIMPLYWALL.ST - GNEWS

THIRSTY MACHINES : AI DATA CENTER NEED FOR WATER PROMPTS LOCAL WORRIES OVER SUPPLIES , IMPACTS

EXELIXIS (EXEL) IS DOWN 5.2% AFTER RAISING Q2 PROFITABILITY AND TRIMMING 2026 REVENUE OUTLOOK – HAS THE BULL CASE CHANGED? - SIMPLYWALL.ST - GNEWS

GDP UP BY 0.4% AND EMPLOYMENT UP BY 0.1% IN THE EURO AREA - EUROPEAN COMMISSION - GNEWS

HOW TG THERAPEUTICS’ Q2 2026 REVENUE SURGE AND HIGHER GUIDANCE AT TG THERAPEUTICS (TGTX) HAS CHANGED ITS INVESTMENT STORY - SIMPLYWALL.ST - GNEWS

HUNGARY TO SINK TWO BARGES NEAR NUCLEAR PLANT TO RAISE DANUBE LEVELS TO ENSURE COOLING​​ - REUTERS - GNEWS

FTC ABANDONS DISPARATE IMPACT AND “UNFAIR DISCRIMINATION” THEORIES: A MAJOR SHIFT IN FEDERAL CONSUMER-PROTECTION LAW - CONSUMER FINANCE MONITOR - GNEW

IRAN MOCKS TRUMPS HORMUZ AMBITIONS AS FANCIFUL DELUSIONS