Market Signals

THUCYDIDES TRAP , TAIWAN WARNING AND AI DIVIDE : 5 TAKEAWAYS FROM TRUMP - XI SUMMIT

DeepSeek’s annualized revenue run rate hits $1B: report

TRUMP'S STATE DINNER FOR XI TO FEATURE SEA BASS AND A LONG LIST OF TECH TITANS - ABC

COMMANDER REJECTED PLANS TO REBASE FARTHER FROM IRAN BEFORE DEADLY DRONE STRIKE , SOURCES SAY

AI SECURITY BREACH : OPENAI AGENT ACCESSED AUSTRALIAN GOVERNMENT MEDICARE PORTAL

SPEAKER JOHNSON SIGNALS PUSH FOR IRAN WAR RESOLUTION AS MIDTERM PRESSURE MOUNTS ON REPUBLICANS

RUSSIA MAY STRIKE NATO NATION TO DISRUPT UKRAINE SUPPORT , INTEL REPORT CLAIMS AND IT COULD COME SOON

CHINA SENT IRAN 1300 SHIPMENTS OF DRONE , MISSILE COMPONENTS IN 2026 , REPORT – YA LIBNAN

📊 Jobless Claims (4W MA): 202,250K (4-week avg)

📊 Initial Jobless Claims: 197000 thousands (-7,000K)

📊 O/N Reverse Repo Facility: 0.63 billions $ ($+0.2B)

TRUMP'S BOARD OF PEACE PROPOSES $2.45 BILLION BLUEPRINT TO BEGIN GAZA RECONSTRUCTION - ABC

INDIA SEMICONDUCTOR JOURNEY : OLD DESIGNER , NEW PRODUCER – THE DIPLOMAT

TRUMP CRITICIZED FOR HAILING DEEP FRIENDSHIP WITH CHINA'S XI JINPING AMID AI WAR - CBS

CRYPTO FOR ADVISORS:THE HIDDEN COSTS OF HOLDING YOUR OWN BITCOIN - COINDESK

PENTAGON PROBING HOW SHIPMENT OF F-35 FIGHTER JET PARTS WAS DIVERTED - CBS

CHINA’S NEXT CARRIER COULD BE ITS LONGEST – WHAT ARE BEIJING’S PLANS? - SCMP

8 SUICIDE ATTEMPTS IN USS LINCOLN STRIKE GROUP DURING 9 MONTHS AT SEA IN IRAN WAR : NAVY

CHINA HAS BEEN SENDING COMPONENTS FOR DRONES AND MISSILES TO IRAN DURING THE WAR WITH THE U.S .: REPORT

IRAN WAR POWERS MEASURE FALLS SHORT IN SENATE, DESPITE NEW GOP SUPPORT - CBS

MORTGAGE RATES HIT 7% AS IRAN WAR FALLOUT CRUSHES A WEAK HOUSING MARKET - NYT

RUSSIA IS UNLIKELY TO BREAK THROUGH IN UKRAINE, BUT RISKS TO NATO ARE RISING, WESTERN INTEL WARNS - BUSINSIDER

CANADA GOOSE IS ENSNARED IN TRUMP’S TARIFF WAR WITH CANADA - NYT

ANYONE CAN MAKE STUNNING HD VIDEOS WITH GEMINI OMNI IN GOOGLE VIDS - TECH

NEW SEBI CHAIRPERSON WAS TURNING POINT FOR NSE IPO: ASHISHKUMAR CHAUHAN - MINT

PENGUINS FORWARD ANDREI KUZMENKO'S FATHER KILLED IN BEAR ATTACK ON REMOTE RUSSIA FISHING TRIP - FOX

OPEN SOURCE, MODEL PRICE CUTS KEEP AI COSTS UNDER CONTROL - THEINFORMATION

U.S. AI INFRASTRUCTURE BUILDOUT IS SURPASSING EVERY PRIOR INVESTMENT IN AMERICAN HISTORY - QZ

GEMINI 4 IS ALMOST READY, SAYS NEW GOOGLE DEEPMIND CHIEF - TECH

JENSEN HUANG WARNED THAT AI LABS UNABLE TO CONTAIN THEIR MODELS SHOULD SHUT DOWN - QZ

IRAN , US TALK BUT REMAIN WORLDS APART ON ENDING WAR

HOW NEWSPAPERS COVERED REPORT ABOUT ELECTION COMMISSIONERS’ OBJECTIONS TO SIR DECISIONS - SCROLL

TRUMP HOSTS CHINA’S LEADER AT HIGH-STAKES SUMMIT - NBC

SOFTBANK SHARES JUMP OVER 7% AFTER $11.1 BILLION BOND ISSUANCE TO FUND OPENAI BET - TECH

JHARKHAND MINISTER'S DAUGHTER AMONG 4 KILLED AS CAR RAMS PARKED TRUCK - NDTV

NEXSTROM RAISES $12M FOR POST-SILICON CHIP WAFERS - TECH

FLORIDA GOV. CANDIDATE BYRON DONALDS RESPONDS AFTER TRUMP MENTIONS REMOVED FROM SITE - CBS

MARK ZUCKERBERG DEBUTS $1,299 META VR GLASSES AND MUSE CHARM PENDANT AS PART OF AI AGENT PUSH - TECH

KOREA PICKS A $22 BILLION TEXAS GAS PLANT AS FIRST DOWN PAYMENT ON ITS $350 BILLION PLEDGE TO TRUMP - ZEROHEDGE

UKRAINE WAR BRIEFING : MOSCOW HAMMERS KYIV AS ZELENSKYY URGES LEADERS AT UN TO KEEP CHOKING RUSSIA REVENUES

THE LONG - RANGE DRONE WAR : UKRAINE AND RUSSIA SCRAMBLE FOR SUPREMACY IN THE SKIES

OIL PRICES EDGE LOWER AS IRAN SIGNALS OPENNESS TO DIPLOMACY TO END US WAR

EIGHT NAVY PERSONNEL ATTEMPTED SUICIDE DURING USS ABRAHAM LINCOLN RECORD DEPLOYMENT AMID IRAN WAR

RUSSIA POUNDS KYIV WITH DRONES , KILLING 2 AND WOUNDING 41 BEFORE ZELENSKYY UN ADDRESS

TEXAS TURNING BLUE MAY HINGE ON DEMOCRATS HARNESSING DATA CENTER OPPOSITION - TECH

GOLD FALLS AS TRADERS WEIGH US - IRAN TALK PROGRESS , FEDSPEAK

📊 Financial Conditions Trend: -0.56 (easing, 0.04 over 13 weeks)

📊 O/N Reverse Repo Facility: 0.461 billions $ ($+0.0B)

📊 Adj. Nat'l Financial Conditions: -0.57300 index (+1.60%)

HOPE FOR PROGRESS AFTER US , IRAN HOLD FIRST SHUTTLE TALKS IN MONTHS