Market Signals

8-K: KKR FS Income Trust Select declares monthly dividend of $0.175 per share

$SWKS (SKYWORKS SOLUTIONS) — 8-K: Skyworks closes Qorvo combination, sees $500 million or more in annual cost synergies

$QRVO (Qorvo) 8-K: Termination of Material Agreement (+Acquisition/Disposition of Assets, Delisting/Transfer Notice)

$CVX (CHEVRON) 8-K: CEO/CFO/Director Departure or Appointment

$AGCO (AGCO CORP /DE) — 8-K: AGCO restructures executive team, cuts one member; Caspari to lead Fendt/Valtra

$SNPS (SYNOPSYS) — 8-K: Synopsys inks $1 billion accelerated share repurchase with JPMorgan

$WULF (TERAWULF) — 8-K: TeraWulf expands Muskie contracted power capacity to 1 GW, second 500 MW phase moved to 2029

$PSX (Phillips 66) 8-K: CEO/CFO/Director Departure or Appointment

$MSTR (Strategy) — 8-K: Strategy Holds 848,000 BTC After $28.7M Purchase; Repurchases $176.3M of STRC Stock

$ETN (Eaton Corp) 8-K: CEO/CFO/Director Departure or Appointment

$AVY (Avery Dennison) 8-K: CEO/CFO/Director Departure or Appointment

$INSM (INSMED) — 8-K: Insmed CFO Sara Bonstein to step down October 30; 2026 guidance reaffirmed

Airbus (ENXTPA:AIR) Has Investors Asking A Bigger Question

AMD in focus as BNP Paribas ups price target on CPU strength

Former White House press secretary Karoline Leavitt lands her next gig as Fox News contributor

S. Korean military launches operation to remove N. Korean mines at recent DMZ blast site

8-K: KKR Enhanced US Direct Lending Fund-L Declares $10.05 Per Share Dividend

Panasonic to make humanoid robots, leveraging its battery business

Skyworks Solutions completes Qorvo acquisition

8-K: Aimco CAO Jennifer Johnson resigns for Good Reason effective November 1, 2026

$CING (Cingulate) — 8-K: Cingulate extends CMO Brams' trial employment period to December 31, 2026

FDA approves additional U.S. manufacturing capacity for Simlandi, Alvotech’s biosimilar to Humira

Does Verizon's 6.2% Dividend Yield Have A Starlink Risk?

Micron: The Market May Be Pricing In Future Revenue Declines, But I'm Still Bullish Now

GEO sells Adelanto ICE facilities; boosts stock buyback plan

Applied Digital: Capacity Expansion A Catalyst For P/S Expansion

$AMTM (Amentum Holdings) — 8-K: Amentum Executive Chair Demetriou Gets Open-Ended Contract, $625,000 Salary

8-K: Ares Strategic Income Fund Board Urges Rejection of Cox Mini-Tender at $23.15 per Share

$FDXF (FedEx Freight Holding Company) — 8-K: FDXF files 8-K covering shareholder director nominations and other events

AM Markets Need to Know: Iran sets Hormuz conditions, Cerebras gains on OpenAI ties, and more

8-K: ISQ Open Infrastructure Series I NAV $92.4M, Series II Investments $377.7M

Japan’s PMI data signals cooling momentum across manufacturing and services

Alphabet Appears To Be The Easiest AI Trade Of The Year Before Its Q3 Print

Saudi Arabia and UAE to bolster Asia's oil reserves

(Asiad) Nat'l sports chief says S. Korea must learn from experience in Nagoya

Voya Financial filed an 8-K flagging a CEO, CFO or director change at the top. Leadership turnover at an insurer is a re-rating event — succession and

Cornell president says university 'must do better' after frat house rape allegations

Willdan: A Useful Position In Power Demand, With A Bigger Financing Test Ahead

Cornell president vows ‘serious look’ at fraternities in wake of rape allegations

RBI rate hike unlikely to trigger broad-based NBFC asset quality stress: Report - The Economic Times

Snowflake is raising $3.5B of 0.00% convertible notes — no coupon, no accretion — to fund capped calls, repurchase its 2027 converts, and general corp

Western Union and International Money Express refiled their HSR notice, restarting a fresh 30-day waiting period with early termination requested — th

Live Nation extended CEO Michael Rapino through 2031: $3M salary and $17M target cash bonus unchanged, plus from 2027 an annual $10M performance share

Pinterest filed an 8-K under Item 5.02 — a director or certain-officer departure or appointment, period dated 2026-09-30. The text doesn't name who, b

$PINS (PINTEREST) 8-K: CEO/CFO/Director Departure or Appointment

Hayward Holdings filed an 8-K flagging an Item 5.02 officer/director change — the filing landed Oct 2 for the period ended Sept 30. Leadership turnove

CEF Weekly Review: XFLT Launches Promised Tender Offer

The 30-year Treasury yield just hit its highest since 2004, and the selloff is punishing long-duration growth while defensives hold. Strategists say i

(LEAD) N. Korea fires ballistic missile toward East Sea amid tensions over DMZ blast

White House official stresses shipbuilding cooperation with S. Korea, need to reward investors