Market Signals

$IRD (OPUS GENETICS) — 8-K: OPGx-BEST1 low dose shows visual gains in 5 of 5 patients; FDA aligns on pivotal endpoint

IRAN-BACKED HOUTHIS CAPTURE RED SEA PORT, PUTTING MORE PRESSURE ON OIL MARKETS - PBS

$ORCL (ORACLE) — 8-K: ORCL Q1 FY27 adj. EPS $1.92 beats Street $1.74 by +10.4%; revenue +29.3% YoY

SAM ALTMAN MET WITH TOP POWER UTILITIES ABOUT SECURING THE ELECTRICAL GRID. HE OFFERED ONE POSSIBLE SOLUTION: OPENAI'S CYBER SERVICES. - BUSINSIDER

SNOWFLAKE: THE AI STORY IS REAL, BUT THE STOCK HAS PRICED IN A PERFECT EXECUTION - SEEKINGALPHA

ETHEREUM PRICE PREDICTION: ETH EYES $2,800 ON BULLISH SETUP - YAHOO

$TARS (TARSUS PHARMACEUTICALS) — 8-K: Tarsus completes Alkeus acquisition, adding Phase 3 Stargardt asset ALK-001

$RWT (REDWOOD TRUST) — 8-K: Redwood declares $0.18 Q3 2026 common dividend, 109th consecutive payout

$STAA (STAAR SURGICAL) — 8-K: STAAR Surgical names former CEO David Bailey as Chief Commercial Officer

$BHVN (BIOHAVEN) 8-K: Other Events (Major)

$DBI (DESIGNER BRANDS) — Q2 FY26

$CNOB (CONNECTONE BANCORP) 8-K: Other Events (Major) (+Financial Statements and Exhibits)

$PNFP (PINNACLE FINANCIAL PARTNERS) 8-K: CEO/CFO/Director Departure or Appointment (+Financial Statements and Exhibits)

$FTRE (FORTREA HOLDINGS) 8-K: CEO/CFO/Director Departure or Appointment

$MBLY (MOBILEYE GLOBAL) 8-K: CEO/CFO/Director Departure or Appointment

$EYPT (EYEPOINT) — 8-K: EyePoint plans FDA submission for DURAVYU in wet AMD in H1 2027

$TGLS (TECNOGLASS HOLDINGS) — 8-K: Tecnoglass declares $0.15 quarterly dividend, $0.60 annualized, for Q3 2026

$CTVA (CORTEVA) 8-K: Other Events (Major) (+Financial Statements and Exhibits)

$Q (QNITY ELECTRONICS) 8-K: Other Events (Major)

$HBAN (HUNTINGTON BANCSHARES INC /MD/) 8-K: CEO/CFO/Director Departure or Appointment (+Financial Statements and Exhibits)

$CMRC (COMMERCE.COM) — 8-K: Commerce targets 20%+ non-GAAP operating margins by 2027 on $60M–$80M cost cuts

$CADL (CANDEL THERAPEUTICS) — 8-K: Candel adds regulatory and quality veteran Martine Zimmermann to board ahead of planned Q4 2026 BLA

$METC (RAMACO RESOURCES) — 8-K: Former Senator Joe Manchin to step down from Ramaco Resources board

$AROW (ARROW FINANCIAL) — 8-K: Arrow to acquire Skene Valley Agency, expanding insurance in Washington County

$IRON (DISC MEDICINE) — 8-K: DISC-3405 Phase 2 RESTORE-PV data show reduced phlebotomy and controlled hematocrit in PV

$TTEK (TETRA TECH) — 8-K: Tetra Tech adds $500M buyback, lifting total repurchase capacity to $898M

$WYNN (WYNN RESORTS) — 8-K: Wynn Resorts launches $900 million private senior notes offering due 2035

$TBPH (THERAVANCE BIOPHARMA) 8-K: Other Events (Major)

DIGITALOCEAN SECURES $725M FACILITY TO MEET AI CLOUD DEMAND - SEEKINGALPHA

BBCMS MORTGAGE TRUST 2020-C6 8-K: Other Events (Major)

MORGAN STANLEY CAPITAL I TRUST 2020-L4 8-K: Other Events (Major)

$HWBK (HAWTHORN BANCSHARES) — 8-K: Hawthorn Bancshares Director Jonathan Holtaway dies at 55

$MPWR (MONOLITHIC POWER SYSTEMS) — 8-K: MPWR sets Q3 2026 dividend at $2.00 per share, payable Oct 15

$PODD (INSULET) 8-K: CEO/CFO/Director Departure or Appointment

$GRDN (GUARDIAN PHARMACY SERVICES) 8-K: Other Events (Major)

CVD EQUIPMENT TO CUT WORKFORCE BY HALF; CEO STEPS DOWN - SEEKINGALPHA

CHIME FINANCIAL SIGNALS BREAKOUT ON STRONG GUIDANCE, STRIDE TAKEOVER - YAHOO

$COO (COOPER COMPANIES) — 8-K: COO Q3 FY26: Adj EPS $1.15 Beats Street by $0.03 (2.7%); Guides Q4 $1.05-$1.09

IPO STOCK LB PHARMA HAS TRIPLED IN UNDER A YEAR. IS IT A TAKEOVER TARGET? - YAHOO

CHINA'S CXMT TOPS SK HYNIX, MICRON TO TAKE MEMORY PROFIT MARGIN CROWN - NIKKEI

PLATINUM SURPLUS MASKS PERSISTENT SUPPLY CHALLENGE FOR PGM MINERS - YAHOO

HUNGARY'S NEW GOVERNMENT TURNS UP PRESSURE ON CHINA'S BYD, CATL - NIKKEI

GOOGLE TO INVEST $15 BILLION AI INFRASTRUCTURE IN FINLAND - YAHOO

WITH MESSAGING THAT MIRRORS PUTIN’S, GERMANY’S FAR-RIGHT PARTY GAINS GROUND - NYT

INTRODUCING CUDA RUST: TWO TRACKS FOR WRITING GPU KERNELS - TECH

Coinbase CEO Says Bitcoin Could Hit $400,000 by 2030 — Here’s Why

AI BOOM FACES RISING RISKS, BUT TS LOMBARD SAYS DON'T SHORT YET - SEEKINGALPHA

STOP OBSESSING OVER PRECISE AI RETURNS - GOLDMAN'S TONY PASQUARIELLO - SEEKINGALPHA

FIGMA'S AI BET IS PAYING OFF, BUT THE EASY MONEY IS GONE - SEEKINGALPHA

THERAVANCE FACING SEVERAL LAWSUITS SEEKING TO BLOCK ZYMEWORKS ACQUISITION - SEEKINGALPHA