Market Signals

Heating Oil Futures $4.84 ↓ 1.1% 89th %ile • KXWTI 8.5% — Above $99.99

SPACEX (SPCX)’S SPACE DATA CENTER DREAM RUNS INTO FOUR VERY EARTHLY PROBLEMS - YAHOO

CLAIMS FOR UNEMPLOYMENT BENEFITS DROP TO 196,000, LOWEST SINCE MID-JULY - ABC

(ASIAD) IDLE S. KOREA REACH QUARTERFINALS IN MEN'S FOOTBALL - YONHAP

$OKE (ONEOK INC /NEW/) — 8-K: ONEOK tender offers draw $5.9 billion in early tenders against $2 billion cap

(ASIAD) S. KOREAN HOSPITALITY HOUSE FOR ASIAN GAMES OPENS - YONHAP

SEAGATE’S GROSS MARGIN HIT 52.7% LAST QUARTER. HERE’S WHY THE CFO SAYS IT HOLDS - YAHOO

(ASIAD) N. KOREAN TEAM ATTENDS WELCOME CEREMONY FOR AICHI-NAGOYA ASIAN GAMES - YONHAP

(2ND LD) (ASIAD) S. KOREAN MEN, WOMEN WIN 1ST GAMES IN FIELD HOCKEY - YONHAP

(ASIAD) 'WE NEVER WANTED TO REPEAT PAST FAILURE,' SAYS S. KOREAN SETTER KIM DA-IN - YONHAP

CAPITAL ONE PRIME AUTO RECEIVABLES TRUST 2026-1 8-K: Entry into Material Agreement (+Financial Statements and Exhibits)

$TPST (TEMPEST THERAPEUTICS) — 8-K: Tempest secures exclusive option to license Senlang's CD7-targeted lentiviral in vivo CAR-T platform

CAPITAL ONE AUTO RECEIVABLES LLC 8-K: Entry into Material Agreement (+Financial Statements and Exhibits)

BAYVIEW ACQUISITION CORP 8-K: Off-Balance Sheet Arrangement

Live Oak Acquisition Corp. VI just filed its S-1/A: a Cayman Islands blank check company raising $200M — 20M units at $10.00, listing on Nasdaq under

8-K: FHLB New York issues $25,000,000 callable bond due 09/18/2031

$REXR (REXFORD INDUSTRIAL REALTY) — 8-K: Rexford closes $1.2B industrial portfolio sale, $1.5B dispositions year to date

PBF HOLDING CO LLC 8-K: Entry into Material Agreement (+Off-Balance Sheet Arrangement, Unregistered Equity Sales)

ONCOR ELECTRIC DELIVERY CO LLC 8-K: Termination of Material Agreement (+Off-Balance Sheet Arrangement, Financial Statements and Exhibits)

$PCTY (PAYLOCITY HOLDING) 8-K: Entry into Material Agreement (+Off-Balance Sheet Arrangement, Financial Statements and Exhibits)

$CPB (CAMPBELL'S) 8-K: Entry into Material Agreement (+Financial Statements and Exhibits)

$JAN (JANUS LIVING) 8-K: Entry into Material Agreement (+Off-Balance Sheet Arrangement, Financial Statements and Exhibits)

$NVT (NVENT ELECTRIC) 8-K: Off-Balance Sheet Arrangement (+Financial Statements and Exhibits)

REAL MADRID PRESIDENT SAYS CEUTA VISIT NOT RELATED TO ‘RECENT NEWS’ - ALJAZEERA

MICROSOFT AI CEO SAYS AI THREATS ARE REAL, AND ANTHROPIC IS MAKING IT WORSE - TECH

BITCOIN HOLDS NEAR $77K DESPITE HAWKISH FED, CLARITY ACT SETBACK AND WEAK ETF DEMAND. HERE IS WHAT EXPERTS SAY - ECONOMICTIMES

PRESIDENT XI’S INDUSTRIAL POWER PLAY SEES CHINA BET BIG ON AI, CHIPS AND SMARTER FACTORIES - SCMP

CHINESE COURT MEDIATES FOREIGN VESSEL COLLISION DISPUTE IN STRAIT OF HORMUZ - ECNS

LIVE UPDATES: BITCOIN CLIMBS OVER $80,000 AS CRYPTO SHAKES OFF CLARITY FAILURE AND HIGHER INTEREST RATES - COINDESK

RFK JR PROMISES ANTI-VAXXERS A ‘FRIEND AT THE WHITE HOUSE’ AMID DEADLY MEASLES OUTBREAK - GUARDIAN

SOUTH KOREA'S LEE RULES OUT ANY COMBAT DEPLOYMENT TO MIDDLE EAST - NIKKEI

MAJOR US BANKS RAISE PRIME RATE AFTER FIRST FED RATE HIKE SINCE 2023 - YAHOO

FED POLICYMAKERS FORECAST ONE MORE RATE HIKE THIS YEAR - YAHOO

AMERICAN EXPRESS STOCK IS UP THIS WEEK. HERE’S WHY THE PLATINUM REFRESH KEEPS PAYING OFF - YAHOO

PINGLU CANAL HANDLES 1,679.8 METRIC TONS OF IMPORT AND EXPORT CARGO ON FIRST DAY - ECNS

SAMSUNG EXYNOS CHIPSET MARKET SHARE RISES TO 9 PCT IN Q2 - YONHAP

HIGHER INTEREST RATES ADD TO DATA CENTER BUILDERS’ BORROWING COSTS - YAHOO

SEPTEMBER FOMC MEETING: BEGINNING A NEW HIKING CYCLE - SEEKINGALPHA

HF SINCLAIR: IRAN TAILWINDS INCREASINGLY PRICED IN (DOWNGRADE) - SEEKINGALPHA

WHITE HOUSE WITHDRAWS LANCE SCHROYER’S NOMINATION TO LEAD ICE - ALJAZEERA

BRUSSELS ANNOUNCES DATES FOR SECOND ROUND OF CHINA-EU TRADE TALKS IN BEIJING NEXT MONTH - SCMP

State Street Consumer Discretio ($XLY) $111.39 ↑ 1.1% 8th %ile

SANDISKCORP. (SNDK): AI BOOM FUELS ATTRACTIVE STORAGE MARKET OPPORTUNITY - YAHOO

(LEAD) (ASIAD) S. KOREA BLANK BANGLADESH, REACH QUARTERFINALS IN WOMEN'S FOOTBALL - YONHAP

$MLM (MARTIN MARIETTA MATERIALS) 8-K: Entry into Material Agreement (+Financial Statements and Exhibits)

$GNRC (GENERAC HOLDINGS) 8-K: Entry into Material Agreement (+Unregistered Equity Sales, Financial Statements and Exhibits)

BLUE OWL TECHNOLOGY INCOME CORP. 8-K: Entry into Material Agreement (+Off-Balance Sheet Arrangement, Financial Statements and Exhibits)

BLUE OWL CREDIT INCOME CORP. 8-K: Entry into Material Agreement (+Off-Balance Sheet Arrangement, Financial Statements and Exhibits)

(LEAD) (ASIAD) MAIN S. KOREAN DELEGATION ARRIVES IN NAGOYA - YONHAP

8-K: FHLB Des Moines lists $2.075 billion in new consolidated obligations