Market Signals

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

(LEAD) Trump says S. Korea deal 'keeps getting better,' unveils US$8.4 billion oil recovery project

Trump says S. Korea deal 'keeps getting better,' unveils US$8.4 billion oil recovery project

$COIN (Coinbase Global) 8-K: CEO/CFO/Director Departure or Appointment

8-K: Transactional Net Asset Value $144.7M, $25.46 and $25.52 Per Share by Series

8-K: StratCap Digital CIO Chris Flynn resigns effective September 30, 2026

8-K: PIMCO Asset-Based Lending reports $640.998M transactional NAV, $10.20-$10.29 per share across classes

8-K: Torchlight Loan Services to replace Argentic as special servicer on Colorado Center loan effective October 2, 2026

8-K: Torchlight replaces Argentic as special servicer on Colorado Center loan effective October 2, 2026

8-K: Company declares $0.15000 monthly distribution for Class I and Class S common stock

Anthropic's IPO Is A Bet On How Far AI Can Go

$F (FORD MOTOR) — 8-K: Ford Q3 retail share rises to 12.1% as F-Series extends truck lead

8-K: Torchlight Replaces Argentic as Special Servicer on 5.7% Colorado Center Loan

8-K: Torchlight Loan Services to replace Argentic as special servicer for Colorado Center loan effective October 2, 2026

8-K: HarbourVest Secondaries Fund Sells $2.2 Million in Unregistered Units

8-K: HarbourVest Secondaries Fund Sells $0.04 Million in Unregistered Units; Complex Raises $79.3 Million

$ADC (AGREE REALTY) — 8-K: Agree Realty reports 124,602,961 weighted-average diluted shares for Q3 2026

8-K: Highlands REIT completes oversubscribed tender, buys back 135,380,970 shares for $27.1 million

8-K: Bain Capital Private Credit prices $350,000,000 of 7.600% notes due 2031

Catalyst Watch: Microsoft event, FOMC talk, and the finish line for Paramount-Warner Bros.

$ON (ON SEMICONDUCTOR) — 8-K: onsemi cuts Synaptics deal price to $123 per share, $5.7 billion total, immediately accretive to non-GAAP EPS

Pilot stabbing further unsettles region shaken by U.S.-Iran war

$KBR (KBR) — 8-K: KBR Appoints Rami Qasem to Board Ahead of January 2027 Mission Technology Solutions Spinoff

$JHX (JAMES HARDIE INDUSTRIES) — 8-K: James Hardie Appoints Jennifer Kong-Picarello as Independent Non-Executive Director

CoreWeave in focus as UBS sees AI infrastructure market staying hot

Artificial Intelligence in Healthcare Market Forecasts Growth from $36.67B (2026) to $194.79B by 2031, Profiling Philips, Microsoft, Siemens Healthine

$MOD (MODINE MANUFACTURING) — 8-K: Modine completes Performance Technologies spin-off, shareholders receive 0.44619 Gentherm shares per MOD share

Glencore sees commodity trading profits topping $5B this year

$EGP (EASTGROUP PROPERTIES) — 8-K: EastGroup Properties Appoints Bethany Ropa and Robyn Werner to Board, Expanding to Nine Directors

PUTIN PLOTTING HUGE ATTACK ON 3 NUCLEAR PLANT AS TERRIFYING UKRAINE PLAN LEAKED

$IBM (INTERNATIONAL BUSINESS MACHI..) — 8-K: IBM Elects Frank Baker, Siris Co-Founder, to Board Effective October 1, 2026

Kodiak AI adds its first retail customer for driverless freight service

8-K: Compass Diversified declares Q3 2026 preferred distributions of $0.453125 and $0.4921875 per share

Scotiabank raises buyback cap to 40M shares

10.24% Dividend Yield From Franklin BSP Realty's Preferred Share Remains Boring

$PSKY (PARAMOUNT SKYDANCE) — 8-K: Paramount names Ynon Kreiz Co-CEO of combined Paramount-Warner Bros. Discovery at closing

8-K: Carlyle fund extends expense cap to 0.60% through October 1, 2027; sells $299.9 million in units

Japan's largest power producer JERA sets up oil storage company

Multifamily REITs: The Buyer Nobody's Pricing In

Moderna to join Nasdaq-100, replacing Warner Bros. Discovery

Nike forecasts fiscal 2027 revenue down high single digits while projecting $1.15-$1.35 adjusted EPS

Notice Regarding Unauthorized Access to Our Group's Management Servers

(Yonhap Feature) S. Korea's dog meat industry nearing end amid lingering legal loopholes

Sogeclair: completes the sale of its Airbus-dedicated engineering activities

$CATX (PERSPECTIVE THERAPEUTICS) — 8-K: Perspective Therapeutics inks Merck collaboration to test PSV359 with Keytruda in FAP-α solid tumors

$PBF (PBF ENERGY) — 8-K: PBF closes $44.8M cash purchase of Torrance hydrogen plants, adds $342.2M debt