Market Signals

IRAN MOCKS TRUMPS HORMUZ AMBITIONS AS FANCIFUL DELUSIONS

US LOSSES IN THE WAR AGAINST IRAN

EU COMMISSION RESUMES PROBE INTO MMG-ANGLO AMERICAN DEAL AND SETS NEW DECISION DEADLINE OF NOVEMBER 30 -UPDATE ON COMMISSION WEBSITE - NEWS.CGTN.COM -

UNION PACIFIC (UNP) COULD BE 10% BELOW FAIR VALUE AS EARNINGS BEAT LIFTS OUTLOOK - SIMPLYWALL.ST - GNEWS

RUSSIAN MILITARY REPORTS STRIKES ON UKRAINE’S DANUBE PORT OF IZMAIL - RT.COM - RT

AN OVERNIGHT UKRAINIAN BLITZ DAMAGES RUSSIA’S BLACK SEA NAVAL STRONGHOLD, ZELENSKYY SAYS - AP NEWS - GNEWS

RUSSIA DOMINATES WOMEN’S ALL-AROUND AT EUROPEAN GYMNASTICS CHAMPIONSHIP - RT.COM - RT

NEW ERA ENERGY & DIGITAL, INC. (NUAI) REPORTS Q2 LOSS, MISSES REVENUE ESTIMATES - YAHOO FINANCE - GNEWS

CERENOME (CNSY) REPORTS Q2 LOSS, MISSES REVENUE ESTIMATES - YAHOO FINANCE - GNEWS

INSPIREMD, INC. (NSPR) REPORTS Q2 LOSS, BEATS REVENUE ESTIMATES - YAHOO FINANCE - GNEWS

SOLANA COMPANY (HSDT) REPORTS Q2 LOSS, LAGS REVENUE ESTIMATES - FINANCE.YAHOO.COM - GNEWS

HANG SENG INDEX ($HSI) $25116.85 ↓ 1.1% 51th %ile

Solana USD ($SOLANA) $75.32 ↓ 1.2% 50th %ile

RBOB Gasoline Futures $2.90 ↑ 1.2% 6th %ile • KXWTI 8.5% — $117 or above

HANG SENG INDEX ($HSI) $25116.85 ↓ 1.1% 50th %ile

DOW DIPS SLIGHTLY FRIDAY AS STOCKS HOLD NEAR RECORDS AFTER S & P 500 CLEARS 7 , 800 FOR THE VERY FIRST TIME

COREWEAVE'S $35-$39B CAPEX PLAN: CAN AI DEMAND JUSTIFY THE SPEND? - YAHOO FINANCE - GNEWS

COMMBANK REPORT FLAGS SURPRISE TIMELINE FOR ECONOMIC RELIEF

KEY FACTS: AMZN FY2026 >$828B; AI CAPEX 2-3YR; RULLI LATE TRADES - TRADINGVIEW - GNEWS

TRUMP USED ELABORATE RUSE TO FLY OUT OF TURKEY FOLLOWING SUMMIT BECAUSE OF IRAN THREAT, REPORT SAYS - AP NEWS - GNEWS

HAMMACK CALLS FOR IMMEDIATE RATE HIKES TO CURB ABOVE - TARGET INFLATION

US CAN MAINTAIN NAVAL BLOCKADE ON IRAN INDEFINITELY , SAYS WAR SECRETARY HEGSETH

Invesco QQQ $732.07 ↑ 1.2% 84th %ile • KXNASDAQ100Y 4.0% — 32,000 to 32,499.99

EARNINGS CALL TRANSCRIPT: BLAIZE CUTS 2026 OUTLOOK AS Q2 REVENUE JUMPS - INVESTING.COM - GNEWS

SPACEX JUST REPORTED EARNINGS FOR THE FIRST TIME AS A PUBLIC COMPANY . HERE THE MOST SHOCKING PIECE OF GUIDANCE ISSUED BY CEO ELON MUSK

SPACEX JUST JOINED THE HYPERSCALER CLUB. AI CAPEX SPENDING COULD HIT $1.15 TRILLION - BARCHART.COM - GNEWS

THE AI CAPEX BUBBLE IS HITTING A PHYSICAL WALL - HACKERNOON - GNEWS

State Street Consumer Discretio ($XLY) $117.89 ↓ 1.1% 67th %ile

State Street Utilities Select S ($XLU) $43.63 ↑ 1.2% 13th %ile

JUDGE AWARDS $250,000 TO MUSICIAN WHO FLED TRUMP-LED KENNEDY CENTER GIG - NYT

BROADCOM DEBT OUTLOOK CUT ON AI FINANCING RISKS - TRADINGPEDIA - GNEWS

ZAMBIA ELECTION: PRESIDENT HICHILEMA FACES BACKLASH AHEAD OF VOTE - NYT

CBOE Skew Index $135.59 ↓ 1.1% 11th %ile (complacency)

CBOE Volatility Index $15.28 ↓ 1.2% 6th %ile (extreme_greed)

📈 MAKING SENSE OF THE AI CAPEX LOGJAM - EXPONENTIALVIEW.CO - GNEWS

State Street Utilities Select S ($XLU) $43.13 ↓ 1.1% 2th %ile

JPMORGAN STRATEGISTS RAISE S&P 500 TARGET AS AI CAPEX PAYS OFF - BLOOMBERG.COM - GNEWS

SAMSUNG TAPS US CAMPUSES IN RACE FOR CHIP EXPERTISE - KOREAHERALD

UKRAINIAN DRONES KILL 13 IN RUSSIA’S TATARSTAN - RT.COM - RT

IRAN’S LEADERS THINK THEY HAVE TRUMP CORNERED, BUT THEIR STRATEGY CARRIES GREAT RISKS - AP NEWS - GNEWS

HSI VOLATILITY INDEX ($HSI_VOL) $19.12 ↑ 1.2% 6th %ile

OPENAI PLEDGES TO ADD ASTRA SECURITY AS ANTHROPIC LOOSENS FABLE'S LEASH - THEREGISTER

DEVS TO ANTHROPIC, OPENAI, CURSOR, AND FRIENDS: MAKE SECURITY AND PRIVACY THE DEFAULT - THEREGISTER

Invesco QQQ $723.03 ↑ 1.2% 70th %ile • KXNASDAQ100Y 4.0% — 32,000 to 32,499.99

ASX 200 LIVE : SHARES TO SET FRESH RECORD AHEAD OF RBA ; WESTPAC TIPPED WITH $1.9B CASH PROFIT ; $A HITS TWO - MONTH HIGH ; WALL STREET UP ; CAR GROUP

Russell 2000 ETF $301.56 ↑ 1.1% 98th %ile

WALL STREET FACES INFLATION CRUCIBLE AFTER RECORD HIGHS: JULY CPI ABOVE FORECASTS COULD SPARK SELL-OFF - FINANCE.BIGGO.COM - GNEWS

TODAY’S MARKET RECAP:U.S.-IRAN CONFLICT PUSHES UP OIL, ENDS WINNING STREAK; CHIP STOCKS RISE AGAINST TREND, BROADCOM TUMBLES AFTER HOURS - TRADINGKEY

AIRPORT CLOSES IN OKINAWA AS TYPHOON DOLPHIN HITS PARTS OF SOUTHERN JAPAN - AP NEWS - GNEWS

GOOGLE NAMES DEMIS HASSABIS TO NEW AI ROLE IN A LEADERSHIP SHAKE-UP - NYT