Market Signals

ICHOR HOLDINGS IS AN ASYMMETRICAL SEMICONDUCTOR BUY - SEEKINGALPHA

$EFC (ELLINGTON FINANCIAL) — 8-K: Ellington Financial plans $100 million offering of 7.375% senior unsecured notes due 2030

$ACAD (ACADIA PHARMACEUTICALS) — 8-K: Acadia reaches proposed settlement of stockholder derivative matters

8-K: Brixmor and Everview to acquire Slate Grocery REIT for $2.34 billion

$BRX (BRIXMOR PROPERTY GROUP) — 8-K: Brixmor and Everview to Acquire Slate Grocery REIT for $2.34 Billion

THIS STARTUP IS USING AI TO FIGHT OFF A FUTURE AI PANDEMIC - WSJ

COLLOQUIAL SPEECH TRANSCRIPTION, ALL IN ONE STEP! A FULLY DOMESTIC COMPUTING-POWER SPEECH RECOGNITION MODEL CAN NOW UNDERSTAND CONTEXT. - ZHIDX

WALMART BOSS RULES OUT PERSONAL PRICING IN STORES AS IT ROLLS OUT DIGITAL PRICE LABELS - ZEROHEDGE

$MNST (MONSTER BEVERAGE) 8-K: CEO/CFO/Director Departure or Appointment

CRESCENT PRIVATE CREDIT INCOME CORP 8-K: Other Events (Major)

BAIN CAPITAL PRIVATE CREDIT 8-K: Unregistered Equity Sales (+Regulation FD Disclosure, Other Events (Major))

AAR Q1 2027 EARNINGS PREVIEW - SEEKINGALPHA

CONCENTRIX Q3 2026 EARNINGS PREVIEW - SEEKINGALPHA

OPENAI AND ANTHROPIC ARE SKIPPING AUSTRALIA'S SENATE AI HEARING AFTER THE MEDICARE HACK - QZ

FIRST COMMERCE BANCORP CFO DAVID ONDERKO TO RETIRE - SEEKINGALPHA

SURF AIR MOBILITY NAMES JASON SECORE AS CFO - SEEKINGALPHA

$MSTR (STRATEGY) 8-K: Other Events (Major) (+Regulation FD Disclosure)

$TDG (TRANSDIGM GROUP) — 8-K: TransDigm closes Prince Izant acquisition for approximately $1.066 billion in cash

$GPK (GRAPHIC PACKAGING HOLDING) — 8-K: GPK reports 2025 net sales of $8.6 billion and adjusted EBITDA of $1.4 billion

$MDB (MONGODB) — 8-K: MongoDB CEO CJ Desai steps down; Dev Ittycheria returns as interim CEO

HPS CORPORATE CAPITAL SOLUTIONS FUND 8-K: Unregistered Equity Sales (+Regulation FD Disclosure, Other Events (Major))

HPS CORPORATE LENDING FUND 8-K: Regulation FD Disclosure (+Other Events (Major))

FORTRESS PRIVATE LENDING FUND 8-K: Entry into Material Agreement (+Off-Balance Sheet Arrangement, Unregistered Equity Sales)

$HLI (HOULIHAN LOKEY) — 8-K: Houlihan Lokey Appoints Prabha Sipi Bhandari as Chief Legal Officer, Succeeding Christopher Crain

GOLDMAN SACHS PRIVATE CREDIT CORP. 8-K: Unregistered Equity Sales (+Regulation FD Disclosure, Other Events (Major))

$MRP (MILLROSE PROPERTIES) — 8-K: Millrose Prices $1.0 Billion Senior Notes Offering in Two Tranches

$BSX (BOSTON SCIENTIFIC) 8-K: CEO/CFO/Director Departure or Appointment

$RCL (ROYAL CARIBBEAN CRUISES) — 8-K: Royal Caribbean takes 50% stake in Sandals Resorts joint venture

$IONS (IONIS PHARMACEUTICALS) — 8-K: Ionis partner Roche's Phase 3 IMAgINATION study hits primary endpoint in IgA nephropathy

$CORT (CORCEPT THERAPEUTICS) — 8-K: Corcept President of Endocrinology Sean Maduck to retire; Justin Gunn named successor effective October 1

SHOPIFY HAS LITTLE TO FEAR FROM AI SHOPPING AGENTS - RBC CAPITAL - SEEKINGALPHA

AMD VALUATION: AI INVESTMENT SUPERCYCLE AND MORE PRESENT COMPELLING UPSIDE POTENTIAL - SEEKINGALPHA

AT LEAST 33 KILLED AFTER MYANMAR MILITARY AIR STRIKE HITS MARKET - ALJAZEERA

OPENAI AGENTS TRIED TO ‘BRUTEFORCE’ A UN WEBSITE - TECH

THIS AI STARTUP HAS 14 EMPLOYEES AND A $10B VALUATION - SEEKINGALPHA

MICROSOFT: AT 5% YIELDS, IT'S A $4 TRILLION AI HAVEN TO OWN - SEEKINGALPHA

JPMORGAN’S BASKET OF SECURITY SOFTWARE STOCKS OUTPERFORMS AS AI THREATS MOUNT - SEEKINGALPHA

AMD: THE AI MOMENTUM TRAIN LOOKS UNSTOPPABLE, BUT I'M PAUSING ACCUMULATION (DOWNGRADE) - SEEKINGALPHA

VOLATO GROUP SURGES 123% AFTER $1.17B AI INFRASTRUCTURE DEAL - SEEKINGALPHA

RUSSIAN DRONES HIT KYIVSTAR HQ, VODAFONE DATA CENTER IN UKRAINE - TECH

COMMISSION GREENLIGHTS LUXEMBOURG'S THIRD PAYMENT REQUEST FOR €92.2 MILLION UNDER NEXTGENERATIONEU - EU_PRESS

OPENAI’S SAM ALTMAN IS SAID TO SKIP AUSTRALIAN SENATE AI PANEL - SEEKINGALPHA

GLOBAL MARKET: BOJ POLICYMAKERS SEE CASE FOR FASTER RATE HIKES AS INFLATION RISKS MOUNT - ECONOMICTIMES

OPEC MONTHLY OIL MARKET REPORT, SEPTEMBER 2026 - SEEKINGALPHA

SEC and CFTC Push Forward on Crypto Rules: What Bitcoin, XRP and Altcoin Holders Must Know

US, CHINA LIST GOODS RECOMMENDED FOR TARIFF CUTS FOLLOWING TRUMP-XI SUMMIT - ALJAZEERA

MICRON EARNINGS PREVIEW: TIGHT DRAM SUPPLY, HBM DEMAND SET STAGE FOR Q4 RESULTS - ECONOMICTIMES

TOTALENERGIES BOOSTS BUYBACKS, PLEDGES 5%+ ANNUAL DIVIDEND GROWTH THROUGH 2030 - SEEKINGALPHA

NORTHERN VIRGINIA'S PRINCE WILLIAM COUNTY PUTS CONTROLS ON NEW DATA CENTER PROJECTS - TECH

ZHIPU SAYS ZCODE REMOVED REPOSITORY-UPLOAD PATHS AFTER DATA CONTROVERSY - TECHNODE