Market Signals

PRESIDENT TRUMP THREATS ECONOMIC WARFARE IN LATEST SHIFT IN STRATEGY WITH IRAN

WILL AWS’S AI SURGE AND $220 BILLION CAPEX PLAN CHANGE AMAZON.COM’S (AMZN) NARRATIVE - YAHOO FINANCE - GNEWS

BESSENT SAYS US WILL IMPOSE TOUGHEST EVER SANCTIONS ON IRAN, URGES CHINA TO COOPERATE - REUTERS - GNEWS

BESSENT TELLS ALLIES TO PICK SIDES AS US UPS ECONOMIC PRESSURE ON IRAN

SCOTT BESSENT URGES US PARTNERS TO BACK PLANS TO SQUASH IRAN ECONOMY

OIL AND ECONOMIC NEWS GIVES WHITE HOUSE POSITIVE PR ON IRAN

TRUMP’S ORDER TO CUT MILITARY EXERCISES WITH SOUTH KOREA CARRIES RISKS, EXPERTS SAY - NYT

ALPHABET’S $5.9B Q2 CASH BURN IS TURNING AI INFRASTRUCTURE INTO A CFO-LED CAPEX FIGHT IN 2026 - MARKETSCALE - GNEWS

GERMAN SPY AGENCY OPENS HELPLINE FOR THOSE EXILED FROM RUSSIA, CHINA - REUTERS - GNEWS

THE MOSCOW REGION IS HIT BY A DRONE BLITZ AS RUSSIAN MISSILES KILL 10 IN A UKRAINIAN VILLAGE - AP NEWS - GNEWS

THE $3 TRILLION PIPELINE FUNDING BIG TECH’S AI EXPANSION - FORBES - GNEWS

🫧 IS AI A BUBBLE YET? OUR FIVE GAUGES SAY NO - EXPONENTIALVIEW.CO - GNEWS

AHEAD OF PARLIAMENTARY ELECTIONS , KREMLIN INTENSIFIES CRACKDOWN ON DOMESTIC DISSENT

SK HYNIX, UNION AGREE ON STOCK BONUSES, WAGE DEFERRALS - KOREAHERALD

TRUMP SAYS US HAS NO TALKS PLANNED WITH IRAN AND OTHER NEWS FROM THE MIDDLE EAST - AP NEWS - GNEWS

INDIA EITHER KEEPS PACE OR ...: ZERODHA NIKHIL KAMATH INVESTS ₹200 CRORE IN CTRLS AMID AI DATA CENTRE PUSH

RUSH HOUR: INDIA LEAST-PREFERRED ASIAN STOCK MARKET, TEJASHWI YADAV DETAINED DURING PROTEST & MORE - SCROLL

LEE BACKS TRUMP’S N. KOREA OUTREACH, EVEN IF IT MEANS CUTTING ALLIED DRILLS - KOREAHERALD

BYD TRIES WHERE OTHERS FAILED WITH TINY EV DESIGNED FOR JAPAN - JAPAN_TIMES

TAMIL NADU BARS STUDENTS FROM JOINING CJP AND LEFT-LED PROTESTS, SCRAPS ORDER AFTER BACKLASH - SCROLL

MINT EXPLAINER | WHY SEBI WANTS TO REVAMP ITS SETTLEMENT FRAMEWORK - MINT

GRAHAM STAINES MURDER: SC GIVES ODISHA FINAL CHANCE TO DECIDE ON CONVICT’S EARLY RELEASE - SCROLL

AI CAPEX RISK: AMAZON AND ORACLE ARE THE MOST VULNERABLE HYPERSCALERS - YAHOO FINANCE - GNEWS

TAMIL NADU INCREASES MATERNITY LEAVE TO ONE YEAR FOR GOVERNMENT EMPLOYEES HAVING THIRD CHILD - SCROLL

BIHAR: 34 STUDENTS FALL ILL AFTER BEING FED DETERGENT INSTEAD OF SALT IN MIDDAY MEAL - SCROLL

AAP LEADER SATYENDAR JAIN AMONG SIX ARRESTED FOR ALLEGED IRREGULARITIES IN DELHI JAL BOARD TENDER - SCROLL

GOA MOVES SC SEEKING LIFE IMPRISONMENT FOR TARUN TEJPAL IN 2013 RAPE CASE - SCROLL

MAJOR AI INFRASTRUCTURE INVESTMENT AT SOUTH WALES DATA CENTRE CAMPUS

THE INTEL WAGER : BILLIONAIRE MASAYOSHI SON PUTS 67 % OF SOFTBANK US PORTFOLIO BEHIND AN AI REVIVAL

US CHIP STOCKS SLIDE AS GOVERNMENT BORROWING COSTS HIT MULTIYEAR HIGHS - FINANCIAL TIMES - GNEWS

KYIV’S DORMITION CATHEDRAL IS REVIVED AFTER RUSSIAN DRONE STRIKE - NYT

US , SOUTH KOREA TO CUT LENGTH , SCOPE OF MILITARY DRILLS AFTER TRUMP ORDER

JAPANESE NUCLEAR POWER PLANT DEATH THREATENS TO DELAY RESTART - JAPAN_TIMES

DEEPSEEK SEEKS CIVILENGINEERING TALENTS FOR ITS IDC DATACENTER TEAM - ECNS

MIZUHO MARKETS HEAD EXPECTS BOJ TO RAISE RATES SOON, MORE OFTEN - JAPAN_TIMES

AI HASN’T GONE ROGUE. IT’S WORSE THAN THAT - FINANCIAL TIMES - GNEWS

INTC ANNOUNCES $15B STOCK OFFERING TO SUPPORT CAPEX AMID ‘STRONG’ AI COMPUTE DEMAND - STOCKTWITS - GNEWS

TRUMP’S NORTH KOREA PIVOT IS A WARNING FOR JAPAN - JAPAN_TIMES

KOREA'S BATTERY TRIO SPEND W4.3TR DESPITE PROLONGED EV SLOWDOWN - KOREAHERALD

CHIP BOOM PROMPTS MOODY’S TO LIFT KOREA GROWTH TO 3.5% - KOREAHERALD

S-OIL INVESTS W9TR INTO KOREAN PETROCHEMICAL REVIVAL - KOREAHERALD

SHORT SELLERS REAP $2BN PROFIT AS MODULAR NUCLEAR REACTOR STOCKS TUMBLE - FINANCIAL TIMES - GNEWS

UAE SAYS TWO MISSILES DETECTED EARLIER WERE LAUNCHED FROM IRAN - REUTERS - GNEWS

BROADCOM ARTIFICIAL INTELLIGENCE ( AI ) REVENUES ARE FORECAST TO EXCEED $100 BILLION IN 2027 : SHOULD YOU BUY THE DIP ?

TOAST CFO ELENA GOMEZ SELLS 7 , 924 SHARES

HORMUZ STRAIT TO REMAIN SHUT UNTIL US MEETS INTERIM DEAL CONDITIONS : IRAN

ANALYSIS-BIG INVESTORS HUNT FOR TOMORROW’S AI WINNERS AS CAPEX ANGST FADES - WHBL.COM - GNEWS

US PULLS LAST AIRCRAFT CARRIER IN ASIA AS TRUMP FOCUSES ON IRAN AND THE WESTERN HEMISPHERE - APNEWS.COM - GNEWS

PAKISTAN’S SUPREME COURT ORDERS JAILED EX-PM IMRAN KHAN TO BE MOVED TO HOSPITAL - SCROLL

HORMUZ STRAIT TO REMAIN SHUT UNTIL U.S. MEETS INTERIM DEAL CONDITIONS, IRAN SAYS - REUTERS - GNEWS