Market Signals

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

$SHAZ (SHARONAI HOLDINGS) 8-K: Entry into Material Agreement (+CEO/CFO/Director Departure or Appointment, Financial Statements and Exhibits)

OPINION : SLEDGEHAMMER FOR PUTIN

$TOST (TOAST) 8-K: CEO/CFO/Director Departure or Appointment

$MSTR (STRATEGY) — 8-K: Strategy Inc holds STRC preferred dividend at 12.00%, declares $0.50 semi-monthly payouts

8-K: Company declares $0.07495 gross monthly distribution across eight common stock classes

$KMB (KIMBERLY CLARK) 8-K: CEO/CFO/Director Departure or Appointment

$KDP (KEURIG DR PEPPER) — 8-K: KDP names Russ Torres CEO of future Global Coffee Co., a $16 billion business

8-K: Slam Corp. consolidates $15,514,982 sponsor notes into one interest-bearing note due 2031

$CTVA (CORTEVA) — 8-K: Corteva completes separation of seed unit into independent Vylor Inc.

$OHI (OMEGA HEALTHCARE INVESTORS) 8-K: CEO/CFO/Director Departure or Appointment

$CHH (CHOICE HOTELS INTERNATIONAL..) 8-K: CEO/CFO/Director Departure or Appointment

$ROP (ROPER TECHNOLOGIES) — 8-K: Roper Technologies adds NTT DATA CEO Abhijit Dubey to Board of Directors

$LDOS (LEIDOS HOLDINGS) — 8-K: Leidos adds AT&T COO Jeff McElfresh to board, expanding to 11 members

$WTS (WATTS WATER TECHNOLOGIES) — 8-K: Watts Water General Counsel Kenneth Lepage to Retire March 31, 2027 After 23 Years

8-K: LAGO Evergreen Credit declares $0.89 per share cash distribution totaling $5,605,702

8-K: Fundrise eREIT declares $0.0000684930 daily distribution for October 2026, about 0.25% annualized

8-K: Nuveen Churchill Private Capital Income Fund NAV $23.85, Portfolio $3.3B, 1-Year Return 6.25%

8-K: Publix declares quarterly dividend of 11.6 cents per share, payable Nov. 2, 2026

8-K: KKR Fund Extends 0.35% Fee Waiver Until Assets Reach $3 Billion

PUTIN INCREASES MILITARY SPENDING BY 27 % TO RECORD £150 , 000 , 000 , 000 NEXT YEAR

PUTIN PROFESSOR DOOMSDAY WARNS OF NUCLEAR ANNIHILATION - MILLIONS | WORLD | NEWS

PUTIN PROFESSOR DOOMSDAY WARNS OF NUCLEAR ANNIHILATION - MILLIONS WILL DIE

$NVCR (NOVOCURE) 8-K: CEO/CFO/Director Departure or Appointment (+Financial Statements and Exhibits)

ANTHROPIC PLANS TO GO PUBLIC BEFORE THANKSGIVING: REPORT - SEEKINGALPHA

$BAM (BROOKFIELD ASSET MANAGEMENT) — 8-K: Brookfield's Oaktree Asset-Backed Finance Fund Closes Inaugural Raise at $2 Billion

CONGRESS OUGHT TO FIX THE FLAWED SAUDI NUCLEAR DEAL ( EDITORIAL )

NEBIUS: TRANSFORMING FROM GPU LANDLORD TO SOVEREIGN AI ARCHITECT - SEEKINGALPHA

$FLUT (FLUTTER ENTERTAINMENT) 8-K: CEO/CFO/Director Departure or Appointment

FEDERAL RESERVE ECONOMIC DATA LAUNCHES TOOL TO ADDRESS RISKS, CHALLENGES FROM AI VISITS - SEEKINGALPHA

Deutsche Bank lists Top European Stock picks for the next twelve months

ONEOK: SECOND GUIDANCE RAISE AND BRAZOS DEAL MAKE THE PULLBACK COMPELLING - SEEKINGALPHA

MANULIFE PRIVATE CREDIT FUND 8-K: Entry into Material Agreement (+Termination of Material Agreement, Acquisition/Disposition of Assets)

8-K: Apollo Infrastructure declares Series I and Series II distributions payable October 26, 2026

8-K: BCRED Board Urges Shareholders to Reject Cox Capital Tender Offer at $20.65 per Share

$CTVA (CORTEVA) — 8-K: Corteva exchange offers expire with 86.97% to 95.24% of three EIDP note series tendered

$GRND (GRINDR) 8-K: Other Events (Major)

$JLL (JONES LANG LASALLE) 8-K: CEO/CFO/Director Departure or Appointment

$TTMI (TTM TECHNOLOGIES) — 8-K: TTM Technologies closes $1.1 billion all-cash acquisition of Epiq Solutions

$CTVA (CORTEVA) — 8-K: Corteva wins court ruling, Vylor spinoff set to complete October 1, 2026

$MDB (MONGODB) — 8-K: MongoDB to host Investor Day 2026 on September 29, 2026

8-K: T. Rowe Price OHA Select Private Credit declares $0.2000 monthly distributions, NAV $26.07

8-K: Kennedy Lewis Capital NAV per share $19.44 as portfolio fair value hits $1.27 billion

$MKTX (MARKETAXESS HOLDINGS) — 8-K: MarketAxess, ICE refile HSR notice; merger waiting period now expires October 29, 2026

8-K: TPG Twin Brook declares $0.2000 per share distributions, NAV steady at $25.2073

8-K: Stonepeak-Plus Infrastructure Fund sells $52,742,330 in unregistered units on September 1, 2026

$HIG (HARTFORD INSURANCE GROUP) — 8-K: Hartford names President Mo Tooker CEO effective March 1, 2027; Swift to executive chair

$JCI (JOHNSON CONTROLS INTERNATIONAL) 8-K: CEO/CFO/Director Departure or Appointment

$MRNA (MODERNA) — 8-K: Moderna adds COO role as Juan Andres returns; Jerh Collins to retire

$GIS (GENERAL MILLS) — 8-K: General Mills names Dana McNabb CEO effective January 1, 2027; Harmening becomes executive chair