Market Signals

THIS YEAR'S "WRC MUST-SEE": FULL-STACK AI, 20+ ULTRA-DIFFICULT HOUSEHOLD CHORES, TAKE IT HOME FOR 89,900 YUAN. - QBITAI

$100 DIESEL CRACKS SIGNAL A MUCH TIGHTER OIL MARKET THAN BRENT SUGGESTS - YAHOO

GLOBAL MARKET: JAPAN CORE INFLATION ACCELERATES IN JULY, STRENGTHENING CASE FOR BOJ RATE HIKE - ECONOMICTIMES

LATTICE SEMICONDUCTOR: AS COMPUTE COMPLEXITY GROWS, SO DOES THE OPPORTUNITY - SEEKINGALPHA

THE STRICT FATHER OF CLOSED-SOURCE RSI: 18 AGENTS CONDUCT AUTONOMOUS RESEARCH, KIMI K3 APPROACHES OPUS 5 VIA HARNESS. - QBITAI

LIGHTSAIL AI TECHNOLOGY OFFICIALLY LANDS IN SHOKZ OPENFIT 2 AI EARBUDS, JOINTLY PUSHING THE BOUNDARIES OF AI. - QBITAI

JAPAN AUGUST FLASH PMIS: MANUFACTURING RISES TO 55.1, SERVICES CLIMB TO 52.3 - SEEKINGALPHA

SOUTH KOREA'S SK HYNIX CONSIDERS MULTITRILLION-WON MEMORY CHIP PLANT IN JAPAN - REPORT - SEEKINGALPHA

MIDDLE EAST DEPLOYMENT LEAVES ASIA-PACIFIC WITHOUT US AIRCRAFT CARRIER - NIKKEI

JAPAN'S JULY INFLATION ACCELERATES TO 1.9%; CORE CPI RISES TO 1.8% - SEEKINGALPHA

TEXAS OIL BILLIONAIRE EMERGES AS SHERRITT MYSTERY BIDDER - BLOOMBERG - SEEKINGALPHA

JAPAN TOBACCO: STRONG EARNINGS SUPPORT THE SHARE PRICE - SEEKINGALPHA

Riot Platforms (RIOT) & CleanSpark (CLSK): Bitcoin Miners are Becoming AI Landlords. Riot Just Signed a $9 Billion Lease to Prove It

SAMSUNG ELECTRONICS WINS 45 AWARDS AT 2026 IDEA - YONHAP

S. KOREA, U.S., JAPAN SHARE INFORMATION, DISCUSS RESPONSE TO N.K. MISSILE LAUNCH - YONHAP

TREASURY TURNS TO INTERVENTIONIST TACTICS TO LOWER INTEREST RATES - NYT

(LEAD) N.K. LEADER'S SISTER SAYS REDUCED MILITARY EXERCISE PUT SEOUL 'IN POOR PLIGHT OF CANCELING WAR GAMES' - YONHAP

OPENAI HIT THE BRAKES. NOW WHAT? - TECH

TWIST BIOSCIENCES: AI-DRIVEN RALLY OR SHORT SQUEEZE? I'M NEUTRAL (FOR NOW) - SEEKINGALPHA

BROADCOM ENGAGES WITH LENDERS TO SECURE $60B FOR AI CHIP FINANCING: REPORT - SEEKINGALPHA

WHEAT HOLDING STEADY SO FAR ON WEDNESDAY MORNING - YAHOO

BOSTON BEER NAMES MATT MURPHY INTERIM CFO AS DIEGO REYNOSO DEPARTS; - SEEKINGALPHA

THE IRS JUST SENT A $43 BILLION ‘TRUMP BUMP’ TO MILLIONS OF AMERICANS — DID YOU GET YOUR CHECK? - YAHOO

$VRSK (VERISK ANALYTICS) 8-K: Other Events (Major) (+Financial Statements and Exhibits)

$OWL (BLUE OWL CAPITAL) 8-K: Entry into Material Agreement (+Off-Balance Sheet Arrangement, Other Events (Major))

8-K: BMO 2026-C15 Mortgage Trust files mortgage loan purchase agreement with Bank of Montreal

$AVY (AVERY DENNISON) 8-K: Other Events (Major)

$BAX (BAXTER INTERNATIONAL) — 8-K: Baxter names John Rogers CFO effective Oct. 1, 2026; reiterates full-year 2026 outlook

$HON (HONEYWELL INTERNATIONAL) — 8-K: Honeywell names Hammoud to lead Process Technology; Picon takes over Building Automation

$NVST (ENVISTA HOLDINGS) 8-K: CEO/CFO/Director Departure or Appointment (+Other Events (Major), Financial Statements and Exhibits)

$CW (CURTISS WRIGHT) — 8-K: Curtiss-Wright adds $100M to 2026 buyback, targeting $260M in repurchases

MORGAN STANLEY BANK OF AMERICA MERRILL LYNCH TRUST 2025-5C2 8-K: Other Events (Major)

CHAMATH PALIHAPITIYA SAYS DATA CENTER BACKLASH IS A 'POWDER KEG' THAT AI LEADERS MUST DEFUSE - BUSINSIDER

BESSENT: AIM IS TO 'COLLAPSE' IRAN REGIME THROUGH ECONOMIC WARFARE, BUT US UNLIKELY TO RESTART MAJOR COMBAT - ZEROHEDGE

INDIA, JAPAN ROAR BACK AT 'UNILATERAL' DRAGON - ECONOMICTIMES

BITCOIN HITS $69,000, ETHER JUMPS 10% AS TREASURY BUYBACKS, SEC CRYPTO PROPOSAL FUEL MARKET RALLY - THEBLOCK

CHINA ACCUSES EU OF OVERREACH REGARDING JD.COM DEAL PROBE - NIKKEI

Short Sellers Lose Nearly $3 Billion As Bitcoin’s Price Spikes

RUPEE SPINS WHEELS IN THIN BAND, SHORTS AWAIT FRESH ENTRY POINTS - ECONOMICTIMES

WESTERN FORCES ARE ROLE-PLAYING AS RUSSIA IN TRAINING, ATTACKING UKRAINIAN TROOPS WITH TANKS, ATVS, AND MOTORCYCLES - BUSINSIDER

BITCOIN JUMPS 11% TO $71K, HITS 2-MONTH HIGH; $190 BILLION ADDED TO CRYPTO MARKET CAP AFTER TRUMP’S CRYPTO PUSH - ECONOMICTIMES

BSE SHARES FALL OVER 3% FROM DAY’S HIGH AFTER REPORT SAYS NSE WEIGHS TRADING SHARES ON OWN PLATFORM - ECONOMICTIMES

MICROSOFT WILL PAY UP TO $279K FOR A LAWYER WHO CAN BUILD AI - BUSINSIDER

NSE PLANS TO LET YOU BET ON NSE AFTER LISTING ON BSE - ECONOMICTIMES

IRON MOUNTAIN: DATA CENTER LEASING IS THE MAIN GROWTH DRIVER - SEEKINGALPHA

UNITREE CEO: ROBOTICS EDGING TOWARDS 'CHATGPT MOMENT' - SEEKINGALPHA

SINGULARITY FUTURE TECHNOLOGY EXPLORES 900-ACRE SOUTH CAROLINA AI DATA CENTER PROJECT - SEEKINGALPHA

PZENA JAPAN FOCUSED VALUE COMPOSITE Q2 2026 COMMENTARY - SEEKINGALPHA

NETEASE NON-GAAP EPADS OF $1.78 MISSES BY $0.53, REVENUE OF $4.4B BEATS BY $30M - SEEKINGALPHA

COMMODITIES: OIL ADVANCES AS U.S. TIGHTENS PRESSURE ON IRAN - SEEKINGALPHA