Market Signals

$IMMR (IMMERSION) — 8-K: IMMR Q1 FY27: Adj EPS $0.50, Revenue $294M; GAAP Net Income $5M

$DAKT (DAKTRONICS INC /SD/) 8-K: CEO/CFO/Director Departure or Appointment (+Financial Statements and Exhibits)

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

KOREAN AIR LAUNCHES FREE STARLINK IN-FLIGHT WI-FI - NIKKEI

FORGET AN AI SLOWDOWN, I'M WORRIED ABOUT A DOUBLE HAWK INSTEAD - SEEKINGALPHA

CROWDSTRIKE, PALO ALTO NETWORKS LEAD CYBERSECURITY STOCKS HIGHER AMID AI WORRIES - SEEKINGALPHA

ORACLE UPSCALES LAYOFFS, EXPECTED TO INCREASE RESTRUCTURING COSTS BY $700M - TECH

ADOBE: THE MARKET HAS ALREADY PRICED IN AN AI DISASTER - SEEKINGALPHA

‘ATTACKS WILL BE FULLY AUTONOMOUS’: RUSSIA, UKRAINE RACE TOWARDS AI WARFARE - ALJAZEERA

OIL'S 40% SURGE PUTS FUEL COSTS IN FOCUS FOR AIRLINE, CRUISE INDUSTRY - SEEKINGALPHA

TEMPORARY HORMUZ SOLUTION DEFERRED AS IRAN-ARAB SUMMIT FALLS THROUGH - ALJAZEERA

DELL: NOT EVERY COMPANY TOUCHING AI IS AN AI WINNER - SEEKINGALPHA

10-YEAR TREASURY YIELD RISES AS OIL PRICES JUMP - YAHOO

3 EX-APPLE RESEARCHERS WANT TO MAKE AI LESS AWKWARD. LIGHTSPEED, ACCEL, AND NVIDIA ARE GIVING THEM $50 MILLION TO DO IT. - BUSINSIDER

STRAIT OF HORMUZ TALKS POSTPONED DUE TO YEMEN EVENTS, SAYS IRAN - ALJAZEERA

FREDONIA MINING ANNOUNCES C$10M BOUGHT DEAL - SEEKINGALPHA

TRUMP DOWNPLAYS WARNINGS OF AI RISKS, CITING RIVALRY WITH CHINA - BBC

PLANS FOR 120MW DATA CENTER WITHDRAWN IN LOMBARDY, ITALY - TECH

HYPERSCALE DATA SETS $750M MINIMUM SALE THRESHOLD FOR MICHIGAN AI DATA CENTER - SEEKINGALPHA

RUM GROUP SURGES ON REPORT OF $13.7B ANTHROPIC COMPUTE DEAL - SEEKINGALPHA

US KENNEDY CENTER FACES BANKRUPTCY, WASHINGTON POST REPORTS - ALJAZEERA

AM NEED TO KNOW: OPENAI RULES OUT 2026 IPO, TANKER RATES HIT RECORDS & MORE - SEEKINGALPHA

OPENAI SAYS IT IS IN TALKS TO TRAIN MODELS IN AUSTRALIA - NIKKEI

WHY CAN’T NSE TRADE ON ITS OWN PLATFORM AFTER THE IPO, AND IS IT A BIG DEAL? - ECONOMICTIMES

NOVO NORDISK REBRANDS AS ‘NOVO’ IN PUSH TO WIN BACK OBESITY MARKET - SEEKINGALPHA

FOXCONN JUST DELIVERED A MAJOR BULLISH SIGNAL FOR NVIDIA STOCK - YAHOO

BEIJING FREEZES PLANT APPROVALS FOR ENERGY-STORAGE BATTERIES AMID OVERCAPACITY FEARS - SCMP

S. KOREA'S 2 MAJOR CHIPMAKERS REJECT KEPCO'S PROPOSAL TO PREPAY 5 YRS OF ELECTRICITY BILLS - YONHAP

ANTHROPIC CEO LIKENS AI FIGHT WITH CHINA TO COLD WAR, SEEKS 'DISARMAMENT NEGOTIATIONS' - FOX

STANCHART WARNS OIL IS NOW BUILT FOR SHARPER, MORE FREQUENT SPIKES - YAHOO

HOUSE DEMOCRATIC LEADER JEFFRIES CALLS ON LAWMAKERS TO 'ACT URGENTLY' ON AI - ABC

JOANNA GAINES REVEALS WHY SHE AND CHIP WALKED AWAY FROM 'FIXER UPPER' AT THE HEIGHT OF ITS SUCCESS - FOX

ANTHROPIC IS SAID TO PICK NASDAQ FOR POTENTIAL IPO - SEEKINGALPHA

TRUMP SAYS UKRAINE NEEDS TO STOP TARGETING RUSSIAN REFINERIES - CBS

OPENAI’S FEUD WITH MATHEMATICIANS IS ONLY ESCALATING - TECH

'REDZONE' RETURNS FOR 18TH SEASON AND, DESPITE 15-SECOND COMMERCIALS, COULD STILL BE ON IN THE WHITE HOUSE - FOX

ANTHROPIC BANS ISRAELI ACCOUNT OVER IRAN, GULF SOCIAL MEDIA CITIZEN PROFILING - ZEROHEDGE

FOREIGN INVESTORS TURN NET SELLERS OF S. KOREAN BONDS IN AUG. - YONHAP

VALUATION QUESTION! WHY DID NSE CUT ITS IPO SIZE AND PRICE BELOW UNLISTED MARKET LEVELS? - ECONOMICTIMES

(YONHAP INTERVIEW) ARGENTINE CYBERSECURITY CHIEF ANTICIPATES COOPERATION WITH S. KOREA AMID COMPLEX, DELOCALIZED THREATS - YONHAP

OPENAI’S ROGUE AI TRIED TO HACK ANOTHER COMPANY IN MAY - TECH

CRYPTOQUANT SAYS BITCOIN MUST CLEAR RESISTANCE AT $81,700 TO CONFIRM NEW BULL MARKET - THEBLOCK

NOTABLE TECH HEADLINES FOR THE WEEK: APPLE, NVIDIA, ORACLE IN FOCUS - SEEKINGALPHA

IRAN, UAE HOLD FIRST TALKS AT BRICS SUMMIT SINCE CONFLICT BEGAN - ALJAZEERA

(3RD LD) N. KOREA FIRES MULTIPLE SHORT-RANGE BALLISTIC MISSILES TOWARD EAST SEA: JCS - YONHAP

SAUDI ARABIA HAS FEW OPTIONS AS IT FACES MOUNTING THREATS FROM IRAN AND ITS ALLIES - LATIMES

INDIA’S MODI CALLS FOR EMPOWERMENT OF GLOBAL SOUTH AT BRICS SUMMIT - ALJAZEERA

AMERICAN EAGLE OUTFITTERS Q2 REVIEW: TARIFF REFUNDS HID THE UGLY REALITY - SEEKINGALPHA

ASTRAZENECA: THE $5 BILLION PIPELINE HOLE DID NOT STAY OPEN LONG - SEEKINGALPHA

ROGUE OPENAI AGENTS TARGETED ANOTHER SITE BEFORE HACKING HUGGING FACE - NDTV