Market Signals

CHINA OFFERS STAUNCH SUPPORT TO MYANMAR PRESIDENT DURING HIS STATE VISIT — via ALJAZEERA

VANCE SAYS TRUMP IS "VERY SUPPORTIVE" BUT DOESN'T CONFIRM 2028 PRESIDENTIAL RUN — via CBS

THE EQUITY VALUATION AND FED MODEL CHART BELOW SHOWS THE DISTRIBUTION OF THE P/E RATIO (TOP) AND THE FED MODEL SIGNAL (BOTTOM). FORTUNATELY, EQUITY VA

WHEN THE CONFLICT IN IRAN BEGAN IN LATE FEBRUARY, IT WAS WIDELY EXPECTED TO LAST ONLY A FEW WEEKS. FOUR MONTHS LATER, WE CAN SEE THAT THE 12-MONTH FOR

A THOUGHT

Trump's AI Dividend: Public Payoff Or Preemptive Tech Bailout? — via SEEKINGALPHA

NVIDIA, AMAZON BACK NEURA ROBOTICS’ $1.4 BILLION FUNDRAISE — VIA WSJ

ASIAN STOCKS SLIDE , OIL GAINS AS MIDDLE EAST TENSIONS ESCALATE

MALAYSIA PM ANWAR TO KICK OFF NIKKEI'S FUTURE OF ASIA CONFERENCE — VIA NIKKEI

TRUMP COURTS BOOS AT HISTORIC NEW YORK NBA FINALS APPEARANCE — VIA ALJAZEERA

GOLD EXTENDS FALLS ON RISING TREASURY YIELDS

TECH GIANT OPENAI FILES FOR US INITIAL PUBLIC OFFERING — VIA ALJAZEERA

IDF STRIKE REPORTED NEAR BEIRUT, SIRENS BLARE IN NORTH AFTER PEACE TALKS IN DC HTTPS://T.CO/QCIARARN8J — VIA @TIMESOFISRAEL

IDF SOLDIER STAFF SGT. ADAM TZARFATI KILLED BY DRONE STRIKE IN SOUTHERN LEBANON

NECESSITY IS THE MOTHER OF INNOVATION.

I DID SOME LOWER BOUND MAFS (H/T @JUKAN05, @ZEPHYR_Z9). 950 LOGIC DIES ARE ≤430MM^2, 2 PER NPU. TSMC HAD 0.09 DEFECTS/CM^2 IN 2019, ON 7NM DUV. ASSUME

ISRAEL TARGETS CHILDREN’S PLAYGROUND IN GAZA

KNICKS 2-0, AMAZING WEATHER, AI BOTTLENECKS TRADE FINALLY A LITTLE SANITY & BREADTH WIDENS, AND THE FED IS HIKING RATES

💢 THREE KILLED, 15 WOUNDED IN ISRAELI STRIKES ACROSS GAZA ON DAY 239 OF CEASEFIRE VIOLATIONS

A NEW EXCHANGE OF FIRE WITH IRAN IN THE GULF TESTS THE FRAGILE CEASEFIRE — VIA ABC

INDIA FY26 GDP GROWTH 7.7%, Q4 EXPANSION AT 7.8% — SBI RESEARCH

IT'S EARLY BUT $INTC IS UNDER THE 21 EMA RIGHT NOW FOR THE FIRST TIME IN 2 MONTHS, NOT GOOD, SHORT TERM TREND SHIFT IF IT DOESN'T RECLAIM IT. INTEL CH

PLA SAYS IT WILL STAY ON HIGH ALERT AFTER DUTCH WARSHIP CROSSES TAIWAN STRAIT — VIA SCMP

BITCOIN FALLS BELOW $60,000 FOR FIRST TIME SINCE 2024 TRUMP WIN

MARKET INDEXES TUMBLE AT MIDDAY AS TREASURY YIELDS SPIKE ON HOT EMPLOYMENT REPORT

R GANDHI: RBI POLICY ON EXPECTED LINES, NO IMMEDIATE RATE HIKE RISKS

$TGTX

$CXM

🚨 100% of S&P 500 market cap has now reported Q1 2026.

TRUMP: "NOT TO RUSH" ON IRAN DEAL — STRAIT OF HORMUZ BLOCKADE REMAINS

CFTC COT: Managed Money $GC net long at 97th percentile (3Y) — extreme_long

'This Seems Incorrect': Ripple CTO Emeritus Slams Kalshi CFTC Argument

9TH CIRCUIT SIDES WITH STATES IN KALSHI GAMBLING FIGHT - HN

TOP TECH ANALYST SAYS PEOPLE ARE BUYING MORE THINGS ON AMAZON BECAUSE OF AI. HE RAISED HIS PRICE OUTLOOK AS A RESULT - CNBC

NVIDIA EARNINGS WERE MONSTROUS. THEY WEREN’T ENOUGH TO DRIVE A BREAKOUT IN BROADER CHIP SECTOR - CNBC

HERE ARE FRIDAY'S BIGGEST ANALYST CALLS: NVIDIA, SPACEX, TESLA, AMAZON, MARVELL, AFFIRM & MORE - CNBC

DOW JONES FUTURES RISE WITH FED CHIEF WARSH DUE; NVIDIA, THESE 7 STOCKS ARE IN BUY ZONES - INVESTOR'S BUSINESS DAILY - GNEWS

RUBRIK SHARES DROP ON RAISED OUTLOOK AS SENTINELONE SLIDES ON PROFIT GUIDE - SILICONANGLE - GNEWS

‘LAKE ONTARIO’ HAT MAKER SEES POLITICS AND SALES IN TRUMP’S NAME CHANGE - BLOOMBERG.COM - GNEWS

TRUMP ADMINISTRATION SEEKS TO RESTRICT INTERNSHIPS FOR INTERNATIONAL STUDENTS - REUTERS - GNEWS

S&P 500, NASDAQ, DOW FUTURES MIXED AS NVIDIA EARNINGS, FED SIGNALS, PCE INFLATION KEEP MARKETS ON EDGE THIS WEEK - STOCKTWITS - GNEWS

US IN TALKS WITH VENEZUELA TO TAKE MAJOR STAKE IN OIL FIELDS - BLOOMBERG - GNEWS

DONALD TRUMP ORDERS LAKE ONTARIO TO BE RENAMED ‘LAKE AMERICA’ IN NEW SLIGHT TO CANADA - FINANCIAL TIMES - GNEWS

SENSEX TODAY | NIFTY50 | STOCK MARKET LIVE UPDATES | OPENING BELL: SENSEX JUMPS OVER 200 PTS, NIFTY ABOVE 24,100; INFOSYS, ETERNAL RISE 2% EACH - ECON

SEBI PROPOSES EASING MERCHANT BANKER RULE FOR SELECT DEBT ISSUERS - ECONOMICTIMES

CLOSE TO CLEARING NSE IPO: SEBI CHIEF TUHIN KANTA PANDEY - ECONOMICTIMES

(LEAD) SK HYNIX HOLDS GROUNDBREAKING CEREMONY FOR HBM PRODUCTION BASE IN U.S. - YONHAP

SK HYNIX HOLDS GROUNDBREAKING CEREMONY FOR HBM PRODUCTION BASE IN U.S. - YONHAP

FOREIGN CHILDREN BORN IN KOREA MUST BE ALLOWED BIRTH REGISTRATION, COURT RULES - KOREAHERALD

EU COMMISSION BACKS GERMAN FISHING AND AQUACULTURE SECTOR WITH €4.5M - WEAREAQUACULTURE - GNEWS