Market Signals

THIS COULD BREAK AI — via SEEKINGALPHA

EQUUS TOTAL RETURN, INC. Unknown files activist: Activist stake

HUT 8 AGREES TO $2.35 MILLION SETTLEMENT IN INVESTOR SUIT TIED TO US BITCOIN MERGER — via THEBLOCK

(LEAD) KOSPI CRASHES NEARLY 10 PCT ON MASSIVE TECH SELL-OFFS — via YONHAP

KOSPI CRASHES NEARLY 10 PCT ON MASSIVE TECH SELL-OFFS — via YONHAP

Aditxt, Inc. Unknown files activist: Activist stake

$WBI Insider: Devon WB Holdco L.L.C. plans to sell 1,755,174 shares (~$58.3M) via J.P. Morgan Securities LLC

YY Group Holding Ltd. Unknown files activist: Activist stake

WALL STREET LUNCH: U.S. AUTHORIZES IRANIAN OIL SALES — via SEEKINGALPHA

MELONI'S SPAT WITH TRUMP IS CALCULATED STRATEGY TO BOOST HER APPROVAL RATINGS: EXPERT — via FOX

HONDA'S CHINA STRUGGLES WEIGH ON FRUSTRATED PARTS SUPPLIERS — via NIKKEI

WHY APPLE’S WAR CHEST CAN’T WIN THE MEMORY WAR — via WSJ

ALIBABA LEANS ON AI TO DRUM UP SUBDUED '618' SHOPPING FESTIVAL — via NIKKEI

SL Science Holding Ltd Unknown files activist: Activist stake

$FLEX Insider: Advaithi Revathi plans to sell 39,188 shares (~$5.7M) via Fidelity Brokerage Services LLC

GOOGLE GEMINI CO-LEAD NOAM SHAZEER DEPARTS FOR OPENAI — via SEEKINGALPHA

LESAKA TECHNOLOGIES INC Unknown files activist: Activist stake

Nano Dimension Ltd. Unknown files activist: Activist stake

AUTHOR CORRECTION: ONTOGENY AND TRANSCRIPTIONAL REGULATION OF THETIS CELLS — via NATURE

COMTECH TELECOMMUNICATIONS CORP /DE/ Unknown files activist: Activist stake

MADISON LARGE CAP FUND SEES LONG-TERM VALUE CREATION IN META PLATFORMS’ (META) HUGE CAPEX — via YAHOO

BOJ HIKES RATES AS DEPUTY HEAD WARNS INFLATION RISKS AND IRAN UNCERTAINTIES — via NIKKEI

IRAN DRAW 2-2 WITH NEW ZEALAND IN POLITICALLY CHARGED WORLD CUP MATCH — via ALJAZEERA

GAVIN NEWSOM CLAIMS TRUMP'S DOJ IS INVESTIGATING HIM AND HIS WIFE — via SEEKINGALPHA

SOUTH KOREAN NAVAL DEALS FLAG GREECE'S RISING GEOSTRATEGIC IMPORTANCE — via NIKKEI

BETH HAMMACK WITH THE UNDERSTATEMENT OF THE DAY. IN ONE CORNER - SELF-PROCLAIMED FED MARTYR GOV. POWELL. IN THE OTHER - TRUMP'S RATE CUT STOOGE, CHAIR

YIELDS UP ACROSS THE CURVE AS THE MARKET PRICES IN A MINI HIKING CYCLE OF ABOUT 50BPS. PRIOR TO THE IRAN WAR, THE MARKET WAS PRICING IN A CUTTING CYCL

OBVIOUSLY, BLOCKADE IS NOT INDEFINITELY TENABLE. IF IRAN DOESN’T DEAL THEIR WAY OUT, THE ONLY OTHER OPTION IS TO FIGHT THEIR WAY OUT, WHICH IS SUICIDA

UBTECH'S FULL SIZED U1 BIONIC HUMANOID ROBOT.

THANK YOU FOR HAVING ME ON THE PODCAST! WE HIT ON EVERYTHING FROM O&G, TO CRITICAL MINERALS, TO PRECIOUS METALS, TO MINERS, TO AI DATACENTER BUILD

⚡️DROP SITE DAILY | JUNE 4, 2026

LATEST 2Q2026 REAL GDP ESTIMATE (A “NOWCAST,” NOT A FORECAST) FROM @ATLANTAFED GDPNOW MODEL IS +3.0% DOWN FROM PRIOR READ OF +3.8% HTTPS://T.CO/TOR7WU

OBVIOUSLY THIS ISN'T ABOUT FORCED LABOR *IN* CANADA/MEXICO/THE EU. THIS IS JUST ENFORCEMENT OF THE XINJIANG UNEMPLOYMENT PROGRAM… OR RATHER, USING XIN

FSD approved in Denmark — via @elonmusk

ON JUNE 1, THE #GDPNOW MODEL NOWCAST OF REAL GDP GROWTH IN Q2 2026 IS 3.0%: HTTPS://T.CO/7XHP0XUSGP. #ATLFEDRESEARCH

CHINA'S EXPORTS TO JAPAN OF CRITICAL MINERALS SUCH AS DYSPROSIUM, TERBIUM, YTTRIUM & GALLIUM HAVE ALMOST STOPPED IN 2026 AS CHINA'S SANCTIONS AGAI

Guangdong govt.'s new charging station plans by end of 2027:

Interstellar travel is demonstrably possible as it is achieved by random rocks of natural origin. A mature civilization can launch things further. The

bad vibes

🔴ELIMINATED: Mohammed Mousa Mteirek, a unit commander in Hezbollah’s missile array.

2 more may sales figures. Leapmotor again hit new deliveries record w/ 81569 sales, up 81% YoY. It is really hitting new highs based on aggressive pri

EU plans energy standards for data centres amid concerns over soaring power use

USEFUL NOTE FROM THE FED HIGHLIGHTING HOW CHINA'S CURRENT EXPORT LED EXPANSION DIFFERS FROM THE FIRST CHINA SHOCK -- CHINA IS BIGGER, CHINA PRODUCES M

> CHINA GRAIN RESERVES CORPORATION

VERY MUCH HOPE CHINA DELIVERS ON THESE GOALS --

WOW RENTING DEPRECIATING ASSETS AT PEAK PRICING POWER WITH A 90 DAY BREAK CLAUSE. VERY SMART — VIA @SIDPRABHU

"LELAND MILLER, CEO OF @CHINABEIGEBOOK, WHICH INDEPENDENTLY SURVEYS OVER 1,500 CHINESE FIRMS EVERY MONTH, POINTS TO PERVASIVE WEAKNESS.

MEMORY PRICES

TONY FADELL'S RESUME:

A RATIONAL CONVERSATION ON WHERE AI IS ACTUALLY GOING WITH @BENEDICTEVANS