Market Signals

Juxtaposed Ideas upgrades TSMC to Strong Buy on expanding pricing power, rich FQ4'26 guidance and global capacity adds that confirm the multi-year AI

Eurozone Flash PMI: Growth Spurt Wanes Amid Renewed French Downturn And Elevated Inflation

U.K. Flash PMI Signals Strong Start To Fourth Quarter Amid Elevated Price Pressures

$TPST (Tempest Therapeutics) — 8-K: Tempest Reports Say-on-Pay Vote Results and Other Events in New 8-K

$WHR (WHIRLPOOL CORP /DE/) — 8-K: Whirlpool Appoints Karin Risi, Ex-Vanguard Executive, to Board of Directors

$VRTX (VERTEX PHARMACEUTICALS INC /..) 8-K: CEO/CFO/Director Departure or Appointment

$EMN (EASTMAN CHEMICAL) — 8-K: Eastman Chemical Adopts Amended Bylaws, Sets 2027 Annual Meeting Notice Window

SOUTHWEST GAS CORP 8-K: CEO/CFO/Director Departure or Appointment

8-K: NAV per share fell to $17.04 from $17.31; Q3 return 1.5%, YTD -11.0%

$APO (Apollo Global Management) — 8-K: Apollo Appoints Ribbit Capital Founder Meyer Micky Malka to Board, Expanding to 14 Directors

8-K: Apollo Debt Solutions BDC NAV slips to $23.78 in September; declares $0.1800 Class I distribution

$ASTS (AST SpaceMobile) 8-K: CEO/CFO/Director Departure or Appointment

8-K: Blue Owl Real Estate Net Lease Trust sells 2,883,572 Class I shares for $31.0 million at $10.7668 NAV

8-K: Blue Owl Digital Infrastructure Trust Sells 900,630 Shares for $9.6 Million at September 30 NAV

$NTRS (NORTHERN TRUST) — 8-K: Northern Trust appoints Rima Qureshi, ex-Verizon strategy chief, to board

8-K: Monroe Capital Enhanced Corporate Lending Fund declares $0.187 per Class I share distribution

$HII (HUNTINGTON INGALLS INDUSTRIES) — 8-K: Former HII CEO Mike Petters Elected to Board of Directors

Howard Hughes Holdings filed an 8-K under Item 5.02 covering a director or officer departure or appointment. Leadership churn at a REIT is worth a loo

8-K: Golub Capital Private Credit Fund Declares October Distribution of $0.1875 Per Share

8-K: Golub Capital Private Income Fund S sells 28,718 shares at $24.11 NAV for $692,400

8-K: Golub Capital Private Income Fund I sells 10,185 shares at $24.24 NAV, declares $0.1667 distribution

8-K: Blue Owl Credit Income sells 464,303 Class I shares for $4,257,662 and declares $0.070100 monthly distribution

$AIT (APPLIED INDUSTRIAL TECHNOLOG..) 8-K: CEO/CFO/Director Departure or Appointment

8-K: BlackRock Private Credit Fund sells 250,520.94 shares for $5,894,457 and declares $0.1774 distribution

8-K: Blue Owl Technology Income Corp. sells 505,374 Class I shares for $4,977,937 in private offering

(LEAD) Lee calls for closer S. Korea-Japan supply chain cooperation at meeting with Japanese biz delegation

$BRO (BROWN & BROWN) 8-K: CEO/CFO/Director Departure or Appointment

$NWSA (NEWS) — 8-K: News Corp authorizes buyback of up to US$1 billion in Class A and Class B stock

$SPGI (S&P Global) — 8-K: S&P Global completes spin-off of Mobility segment into independent public company Mobility Global

$ZLAB (Zai Lab) — 8-K: Zai Lab files 8-K covering material agreement, unregistered equity sales, and major other events

$AIT (APPLIED INDUSTRIAL TECHNOLOG..) — 8-K: Applied Industrial Elects Michael Olosky to Board; Say-on-Pay Wins 29,946,147 Votes

$VMC (Vulcan Materials) 8-K: CEO/CFO/Director Departure or Appointment

$C (CITIGROUP) — 8-K: Citi elects former PwC COO James Flanagan to board as independent director

SBI says it informed customers after details of nearly 3,900 account holders leaked in cyberattack

Bank of America filed an 8-K flagging material modifications to shareholder rights, plus articles/bylaws changes and other events. The filing text her

CoreWeave: Backlog Alone Isn't Enough

JetBlue creditors are organizing with PJT Partners and Akin Gump as cash burn and higher oil prices pressure the balance sheet. Creditor-side advisors

Comfort Systems targets mid-20% same-store revenue growth in 2027 as backlog reaches $17.8B

8-K: T-POP Fund Sells $73.1 Million in Unregistered Units Across Three Classes

$FISV (FISERV) 8-K: CEO/CFO/Director Departure or Appointment

$BR (BROADRIDGE FINANCIAL SOLUTIONS) — 8-K: Broadridge moves headquarters to 605 Third Avenue in New York City

$NDSN (NORDSON) — 8-K: Nordson acquires Contrinex, adding approximately $50 million in annual revenue

$UWMC (UWM Holdings) — 8-K: UWM prelim Q3 2026 revenue $800-$825M, net income $205-$220M on $33.4B volume

$TEM (Tempus AI) — 8-K: Tempus inks BMS and Pathos data deals worth $192.5 million over five years

$WMT (Walmart) — 8-K: Walmart prices $3.0 billion U.S. notes and C$5.0 billion Canadian notes

8-K: Lord Abbett Private Credit Fund raises $34.1 million in unregistered equity sales at $24.86 per share

8-K: Lord Abbett Private Credit Fund S Sells 169,368 Shares for $4.2 Million at $24.68 Each

$BPOP (POPULAR) — 8-K: Popular, Inc. declares quarterly cash dividend of $0.90 per common share

8-K: Nuveen Farmland REIT sets Nov 1 NAV per share at $20.01 for Type A-I, A-II, I; $20.00 for others

$IONS (IONIS PHARMACEUTICALS) — 8-K: Roche Phase 3: sefaxersen cuts proteinuria 43.1% in IgA nephropathy