Market Signals

$WBS (WEBSTER FINANCIAL) — 8-K: Fed approves Santander's acquisition of Webster, closing set for August 20, 2026

FIGMA: AI DISRUPTION CAN'T BE RULED OUT (RATING DOWNGRADE) - SEEKINGALPHA

$KLAC (KLA) — 8-K: KLA declares $0.23 quarterly cash dividend, payable September 1, 2026

NEW MASSACHUSETTS LAW AIMS TO THWART TRUMP’S DEPORTATION PLANS - CSMONITOR

REDDIT: THE AD COMPANY WEARING AN AI MULTIPLE - SEEKINGALPHA

$TXRH (Texas Roadhouse) — 8-K: Texas Roadhouse Q2 comparable sales rise 6.2%, restaurant margin dollars hit $275.1M

$TEAM (Atlassian) — 8-K: Atlassian Q4 revenue surges 28% to $1.766B, RPO jumps 44% to $4.817B

$APH (AMPHENOL CORP /DE/) — 8-K: Amphenol announces 2-for-1 stock split; post-split Q3 adjusted EPS guidance set at $0.70-$0.71

8-K: Net Asset Value reaches $1.33 billion as of June 30, 2026

ENERGY RECOVERY SIGNALS HIGH SINGLE-DIGIT END-MARKET GROWTH WHILE KEEPING $3M-$6M CAPEX PLAN AMID MIDDLE EAST DELAYS - SEEKINGALPHA

OPENAI SAYS APPLE'S TRADE-SECRETS LAWSUIT IS REALLY ABOUT LOSING THE AI TALENT WAR - BUSINSIDER

ARHAUS FORECASTS FY 2026 REVENUE $1.43B-$1.47B AND UPDATES ADJUSTED EBITDA TO $160M-$171M AFTER TARIFF REFUNDS - SEEKINGALPHA

AMD FALLS AS INVESTORS DEMAND BIGGER AI PAYOFF - YAHOO

COMMERCE OUTLINES 2026 REVENUE OF $336.5M-$344.5M AMID PARTNER ECOSYSTEM CONCENTRATION AND HIGHER AI-DRIVEN INFRASTRUCTURE COSTS - SEEKINGALPHA

$WMS (ADVANCED DRAINAGE SYSTEMS) — 8-K: WMS Q1 FY27: EPS $2.26 beats consensus by +6.5%

$UWMC (UWM Holdings) — 8-K: UWMC posts $451.9M net loss on $39.7B originations, secures $2.05B equity investment

$WMS (ADVANCED DRAINAGE SYSTEMS) 8-K: Results of Operations (Earnings) (+Regulation FD Disclosure, Other Events (Major)) — Results of Operations and F

EMERA Q2 2026 EARNINGS PREVIEW - SEEKINGALPHA

IN ODESA, NO-ONE IS SAFE FROM RUSSIA'S NEW BLACK SEA STRIKES - BBC

(LEAD) S. KOREA POSTS RECORD-HIGH CURRENT ACCOUNT SURPLUS AGAIN IN JUNE ON STRONG CHIP EXPORTS - YONHAP

KRX ACTIVATES SELL-SIDE SIDECAR FOR KOSPI ON SHARP DECLINE - YONHAP

BANK SUPERVISION: OCC RULES REGARDING THE AVAILABILITY OF OCC INFORMATION - OCC

‘I LIVED THROUGH 2000, I DON'T WANT THE SEQUEL’: JIM CRAMER SAYS AI'S CIRCULAR FINANCING IS GETTING OUT OF HAND - YAHOO

SOUNDHOUND AI NON-GAAP EPS OF -$0.02 BEATS BY $0.03, REVENUE OF $61.9M BEATS BY $9.51M - SEEKINGALPHA

META RELEASES CODING AGENT TO COMPETE WITH OPENAI AND ANTHROPIC - WSJ

NEW ETHEREUM PROPOSAL WOULD CUT ISSUANCE TO ZERO IF STAKED ETH REACHES $112 BILLION - COINDESK

COMPLAINTS OVER SAMSUNG, SK HYNIX WAGE DEALS ASSIGNED TO GYEONGGI NAMBU POLICE - YONHAP

OPENAI PAYS $3.2M TO SETTLE CLAIMS IT DISCRIMINATED AGAINST US WORKERS - GUARDIAN

TRUMP BROTHERS-BACKED AMERICAN BITCOIN SWINGS TO SECOND-QUARTER LOSS - YAHOO

IRAN’S UNSEEN SUPREME LEADER BECOMES WEAPON IN ESCALATING POWER STRUGGLE, EXPERTS SAY - FOX

THE AI SELLOFF IS MISSING THE BIGGER STORY - SEEKINGALPHA

CUBAN SPY-BASE ALLEGATIONS, NEW TRUMP TARIFFS: 7 LATIN AMERICA RELATIONS READS - SCMP

TOYOTA'S EARNINGS INCREASINGLY TIED TO US MARKET, TRUMP POLICY SWINGS - NIKKEI

FTC TO FINE CONGLOMERATE HEADS FOR OMITTING AFFILIATES FROM REGULATORY FILINGS - YONHAP

SOLAREDGE TECHNOLOGIES Q2 2026 EARNINGS PREVIEW - SEEKINGALPHA

MICROSOFT VS. APPLE: THE BEST RISK-REWARD BET IN THE AI ERA - SEEKINGALPHA

ORTHOFIX MEDICAL INC. Q2 2026 EARNINGS PREVIEW - SEEKINGALPHA

JAPAN SOUNDS ALARM OVER CHINA’S EXPANDING PACIFIC FOOTPRINT, VOWS DEFENCE BOOST - SCMP

$DKS (DICK'S SPORTING GOODS) — 8-K: DKS Q2 FY26 EPS $3.53 beats consensus $2.91 by +21.5%

MARVELL SURGES AFTER UNVEILING NEW PRODUCTS IN AI MEMORY INFRASTRUCTURE PORTFOLIO - SEEKINGALPHA

TRUMP SAYS IRAN FACES 'DECAPITATION' IF IT DOESN'T SIGN A 'GOOD' DEAL - ZEROHEDGE

EXCERPT: FLEX - CPI SEPARATION HAS THE POTENTIAL TO UNLOCK SIGNIFICANT SHAREHOLDER VALUE - SEEKINGALPHA

AFTER BLOCKBUSTER IPO, CHINA'S MEMORY GIANT CXMT PLANS SECOND CHIP PLANT IN BEIJING - ZEROHEDGE

DUPONT Q2 2026 EARNINGS PREVIEW - SEEKINGALPHA

CUMMINS Q2 2026 EARNINGS PREVIEW - SEEKINGALPHA

SHOALS TECHNOLOGIES Q2 2026 EARNINGS PREVIEW - SEEKINGALPHA

AMETEK Q2 2026 EARNINGS PREVIEW - SEEKINGALPHA

TREX Q2 2026 EARNINGS PREVIEW - SEEKINGALPHA

INGREDION Q2 2026 EARNINGS PREVIEW - SEEKINGALPHA

State Street Energy Select Sect ($XLE) $59.55 ↑ 1.0% 95th %ile