Market Signals

Wednesday, August 26, 2026 — NVDA earnings are the tape’s main event, core PCE matched, and Turkey CDS hit a multi-month low.

KIMBERLY-CLARK FILES WITH EUROPEAN ANTITRUST REGULATOR FOR REVIEW OF KENVUE DEAL - SEEKINGALPHA

GOOGLE'S GEMINI 3.5 TRANSCRIBE CONVERTS RAW AUDIO INTO FORMATTED TEXT - SEEKINGALPHA

NICKEL INDUSTRIES REPORTS 1H RESULTS - SEEKINGALPHA

Wednesday, August 26, 2026. Tape is hostage to $NVDA earnings tonight. Core PCE matched but didn't lower Fed rate-hike expectations. States are suing

RUM GROUP: STILL EARLY IN AI CLOUD SHIFT - SEEKINGALPHA

SAP IN FOCUS AS UBS DOWNGRADES AMID LACK OF AI CATALYSTS - SEEKINGALPHA

QUMULUSAI EXTENDS DATA CENTER LEASE THROUGH 2044 AS CEO SEEKS 'POCKETS OF POWER' - SEEKINGALPHA

BOX SEES LARGELY POSITIVE REACTIONS FROM ANALYSTS AFTER REVENUE BEAT - SEEKINGALPHA

CLOVER HEALTH IS A 'BUY' BECAUSE OF ITS AI - SEEKINGALPHA

CHINA’S XI TO VISIT KYRGYZSTAN, EGYPT - ALJAZEERA

📊 10-Year Treasury Yield: 4.653 % (+0.02pp)

Wednesday, August 26, 2026 — Oil slides, UK gilt yields hit mid-August lows, dollar softens on Iran sanctions/Treasury buybacks; rupee strengthens to

AXIS BANK SET TO RAISE $700 MILLION THROUGH ECB SWAP FACILITY - ECONOMICTIMES

RUPEE STRENGTHENS TO 95.41 AFTER OIL COOLS - ECONOMICTIMES

EARNINGS WRAP — Wednesday, August 26

EARNINGS SNAPSHOT: ZOOM Q2 EPS BEAT MEETS 7.8% ENTERPRISE GROWTH; FY27 FCF OUTLOOK STRONG - SEEKINGALPHA

Tuesday, August 25, 2026 — Nvidia's $92B quarter and $280B expected swing dominate; Dick's Sporting Goods missed hard; Treasury buyback talk lifted go

OPENAI'S HEAD OF DATA CENTERS HAS LEFT THE COMPANY: REPORT - SEEKINGALPHA

SOUTH KOREA DENIES REPORT TRUMP ADMINISTRATION WANTED IT TO BUY STAKE IN WESTINGHOUSE - SEEKINGALPHA

U.S. DEBT HITS $40T, BUT SOME TRADERS ARE EYEING $50T BY THE END OF TRUMP'S TERM - SEEKINGALPHA

MULTIBILLION-DOLLAR TANZANIA LNG PROJECT MORE ATTRACTIVE DUE TO MIDDLE EAST WAR, EQUINOR SAYS - SEEKINGALPHA

TEVA BUSINESS PRACTICES UNDER SCRUTINY IN TURKISH ANTITRUST PROBE - SEEKINGALPHA

Tuesday, August 25, 2026 — Nvidia earnings day is the whole tape: $NVDA faces a $280B expected swing on a $92B quarter, $DKS is down 27.8% on 11.3x vo

FRANKLIN U.S. QUALITY MOAT DIVIDEND INDEX ETF DECLARES CAD 0.1151 DIVIDEND - SEEKINGALPHA

NAPCO SECURITY TECHNOLOGIES, INC. RAISES DIVIDEND BY 13.3% TO $0.17 - SEEKINGALPHA

BESSENT DROPS IRAN SANCTIONS HAMMER ON DOZENS OF CHINESE FIRMS, SPARES BIG BANKS AS BEIJING THREATENS RETALIATION - ZEROHEDGE

THE UNEXPECTED WINNER OF THE IRAN WAR : RENEWABLE ENERGY

HOW TRUMP INTERVENED IN THE DOJ CASE AGAINST LIVE NATION - PBS

INDIA AI DATA CENTER FIRM ORDERS 9,000 NVIDIA VERA RUBIN SYSTEMS - YAHOO

CAN PAKISTAN’S ASIM MUNIR CONVINCE IRAN MILITARY CHIEFS TO RETURN TO TALKS? - ALJAZEERA

TETRA TECH TO PAY $57M TO SETTLE DOJ SUIT OVER FALSIFYING SOIL TEST RESULTS - SEEKINGALPHA

Tuesday, August 25, 2026 — Sensex drops 200 pts, Nifty slips below 24,150 on harsher Iran sanctions; Bitcoin reclaims $80,000 first since mid-May; SK

BITCOIN TOPS $80,000 FOR THE FIRST TIME SINCE MID-MAY - ECONOMICTIMES

INDIA INC’S EQUITY FUNDRAISING SURGES PAST RS 1.11 LAKH CRORE ON STRONG INFLOWS IN JULY-AUGUST - ECONOMICTIMES

Monday, August 24, 2026 — AI trade holds its breath into $NVDA earnings; Black Sea/Gaza ceasefires wobble; 10-year yield cools to 4.694%.

XPENG SLIDES AFTER EARNINGS DESPITE EYE-POPPING HUMANOID ROBOT BUSINESS VALUATION - SEEKINGALPHA

Monday, August 24, 2026 — $NVDA earnings week with Burry short, Bessent/Warsh at Jackson Hole, Treasury’s near-$1T cash account in play.

KLARNA CUT TO NEUTRAL AT UBS AFTER GUIDANCE RESET AND AS MARKETING, FINANCE CHIEFS EXIT - SEEKINGALPHA

TRUMP THREATENS DOUBLING TARIFFS ON CANADIAN AUTOS - SEEKINGALPHA

ZILLOW, REDFIN STRIKE DEAL WITH FTC OVER ALLEGED ILLEGAL RENTAL ADS AGREEMENT - SEEKINGALPHA

SANOFI: TRUMP'S VACCINE POLICY WON'T BREAK THE STORY - SEEKINGALPHA

ROCHE’S ALZHEIMER’S BLOOD TEST WINS FDA CLEARANCE - SEEKINGALPHA

REGENXBIO SINKS AS FDA PUTS RGX-121 GENE THERAPY ON CLINICAL HOLD - SEEKINGALPHA

U.S.-CANADA TRADE WAR ESCALATES, WHILE U.S. SEEKS TO CHOKE THE IRANIAN ECONOMY - SEEKINGALPHA

Monday, August 24, 2026 — Doval lands in China for border talks before Modi-Xi, Sensex adds 200 pts and Nifty holds above 24,300 as crude slips before

THE 30 - YEAR TREASURY YIELD JUST TOUCHED 5.33 %, A 19 - YEAR HIGH . HERE WHAT HISTORY SAYS ABOUT THE LAST TIME LONG RATES SAT ABOVE 5 %.

UAE SUSPENDS ALL TRADE WITH IRAN UNTIL FURTHER NOTICE AFTER ACCUSING TEHRAN OF FIRING BALLISTIC MISSILES TOWARD COUNTRY

IIFCL RAISES $200 MILLION VIA 2 ECB TRANSACTIONS - ECONOMICTIMES

📊 Real Yield Trend: 2.35% (13-week change: -0bp, falling)