Market Signals

$NPWR (NET POWER) — 8-K: Net Power closes 123 MW equipment acquisition, lifting Project Permian capacity to nearly 200 MW

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

$ACR (ACRES COMMERCIAL REALTY) 8-K: Entry into Material Agreement (+Termination of Material Agreement, Financial Statements and Exhibits)

$RENT (RENT THE RUNWAY) 8-K: Entry into Material Agreement (+Unregistered Equity Sales, Financial Statements and Exhibits)

8-K: Mandel merges 13 properties valued over $600 million into Cottonwood Communities

$HWBK (HAWTHORN BANCSHARES) — 8-K: Hawthorn Bancshares completes FSC Bancshares merger; combined assets reach $2.2 billion

RESEARCH ACCELERATION: THE VIEW INSIDE OPENAI - TECH

RWA TOKENIZATION TAKES OFF AS HOLDERS TOP 3.5M FOR THE FIRST TIME - SEEKINGALPHA

TRAVIS KALANICK’S ATOMS MIGHT BE GETTING INTO THE ROBOTAXI BUSINESS - TECH

$CRCL (CIRCLE INTERNET GROUP) — 8-K: Circle to acquire Tazapay, adding 100+ payout markets and $25B annualized volume

SEATTLE TIMES AND NEWSDAY ARE THE LATEST PUBLICATIONS TO SUE OPENAI AND MICROSOFT - TECH

HIKERS RESCUED AFTER USING GOOGLE GEMINI FOR PLANNING - TECH

State Street Health Care Select ($XLV) $171.45 ↓ 1.0% 84th %ile

AM MARKETS NEED TO KNOW: CANADA TARIFFS, IRAN OIL OUTLOOK, AND MORE - SEEKINGALPHA

YEN APPRECIATES SHARPLY AGAINST THE DOLLAR, TOUCHING THE 152 LEVEL - NIKKEI

ARM'S CEO SAYS AI COULD CURE CANCER, BUT DATA CENTERS ARE CREATING A BOTTLENECK - BUSINSIDER

SPOT BITCOIN ETFS PULL IN $987 MILLION LAST WEEK AS INSTITUTIONAL DEMAND RECOVERS - THEBLOCK

LIQUID NETWORK PAUSES AFTER PURPORTED ‘WHITE-HAT’ HACKERS WITHDRAW $320 MILLION IN BITCOIN - THEBLOCK

State Street Health Care Select ($XLV) $171.45 ↓ 1.0% 84th %ile

NTSB ARRIVES AT MIA TO BEGIN INVESTIGATION INTO DEADLY PLANE CRASH - CBS

S. KOREAN PRESIDENT LEE HEADS TO PARIS FOR SUMMIT WITH MACRON - YONHAP

S. KOREAN PRESIDENT LEE CALLS FOR PARTNERSHIP LINKING LOCAL CONTENT WITH GLOBAL PLATFORMS - YONHAP

(LEAD) S. KOREAN PRESIDENT LEE CALLS FOR PARTNERSHIP LINKING LOCAL CONTENT WITH GLOBAL PLATFORMS - YONHAP

DEFENSE CHIEFS OF S. KOREA, PHILIPPINES DISCUSS EXPANDING ARMS COOPERATION - YONHAP

TOKYO MULLING ALLOWING ENTRY OF N. KOREAN DELEGATION TO ASIAN GAMES: KYODO - YONHAP

AUDIOCODES (AUDC) BETS BIG ON VOICE AI WHILE CASH DWINDLES - YAHOO

(2ND LD) S. KOREAN PRESIDENT ANNOUNCES INITIATIVE TO INVEST 500 MLN EUROS IN CINEMA WITH FRANCE - YONHAP

BMO 2026-5C15 MORTGAGE TRUST 8-K: Entry into Material Agreement (+Financial Statements and Exhibits)

$VRT (VERTIV HOLDINGS) — 8-K: Vertiv to acquire UtilityInnovation Group for ~$1.45 billion to speed AI data center power

$SCSC (SCANSOURCE) — 8-K: ScanSource completes $220.5 million all-cash acquisition of MicroAge

NEX NEO TECH INC. 8-K: Entry into Material Agreement (+Financial Statements and Exhibits)

WOMEN'S FOOTBALL COACH EYES 1ST ASIAN GAMES GOLD FOR S. KOREA - YONHAP

YEN MAKES SUDDEN JUMP TO 154 RANGE AGAINST DOLLAR - NIKKEI

(LEAD) S. KOREAN PRESIDENT ANNOUNCES INITIATIVE TO INVEST 500 MLN EUROS IN CINEMA WITH FRANCE - YONHAP

HYBRIDS DRIVE END OF GASOLINE'S DOMINANCE IN INDIA AMID ETHANOL BACKLASH - NIKKEI

FIVE DEAD AFTER AMAZON CARGO PLANE CRASHES AT MIAMI AIRPORT - ECNS

AI HARDWARE RALLIED WHILE ADOBE AND PALANTIR SANK. WHICH SIDE IS RIGHT? - YAHOO

39-YEAR-OLD AMMUNITION MANUFACTURER FILES CHAPTER 11 BANKRUPTCY - YAHOO

ADOBE INC. (ADBE) ACQUIRES RILO TO ACCELERATE AGENTIC AI — WHAT IT MEANS FOR INVESTORS - YAHOO

DELL’S MONSTER QUARTER JUST CONFIRMED MICRON’S BIGGEST OPPORTUNITY IS NOT JUST HBM - YAHOO

'THE ODYSSEY' TOPS 10 MLN ADMISSIONS IN S. KOREA - YONHAP

TAIWANESE MAN SENTENCED TO 6-YEAR PRISON TERM IN S. KOREA FOR SMUGGLING METH FROM CAMBODIA - YONHAP

SEOUL FIREWORKS SHOW ATTRACTS 1 MILLION SPECTATORS - YONHAP

SANDERS PUSHES 'DEATH PENALTY' FOR CRUCIAL US INDUSTRY THAT COULD GIVE ADVANTAGE TO FOREIGN ADVERSARIES - FOX

EMBATTLED FIFA PRESIDENT GIANNI INFANTINO TO STAND FOR RE-ELECTION - ALJAZEERA

OPENAI’S $1 BILLION CYBER PUSH BACKS CLOUDFLARE AND SENTINELONE. WHICH HAS THE BETTER AI SECURITY MODEL? - YAHOO

TRUMP BOASTS IRAN BLOCKADE IS ‘UNBELIEVABLE’ AS OIL TOPS $90 AND US RESERVES NEAR DANGER. INFLATION-PROOF YOUR NEST EGG - YAHOO

EL SALVADOR HAS NOT USED PUBLIC FUNDS TO ACCUMULATE BITCOIN SINCE JUNE 2025, IMF SAYS - THEBLOCK

OPINION : PUTIN : THE CORNERED RAT

LAM RESEARCH LEGAL CHIEF SOLD $1.5 MILLION AS AI CHIP DEMAND BOOMS. IS THE SIGNAL BEARISH? - YAHOO