Market Signals

EARNINGS WRAP — Tuesday, August 04

WORLD'S LARGEST PC MAKERS START USING MEMORY CHIPS FROM CHINA'S CXMT - ZEROHEDGE

Tuesday, August 04, 2026 — Iran deal hopes lift gold, but no one believes it yet. Bessent floats a new liquidity tool. Nvidia risk is the conversation

'THIS PLACE IS CRAZY': EX-APPLE ENGINEER'S TEXTS HIGHLIGHT OPENAI'S AI-CENTRIC WORKPLACE - BUSINSIDER

Tuesday, August 04, 2026 — Iran deal drama ramps up, factory orders faceplant, and the new Fed chair already has the market pricing a hike.

COPPER TOPS $14K IN LONDON AS U.S. STOCKPILES RISE AHEAD OF TARIFF DECISION - SEEKINGALPHA

BORGWARNER Q2 2026 EARNINGS PREVIEW - SEEKINGALPHA

UNITY SOFTWARE INC Q2 2026 EARNINGS PREVIEW: ANALYSTS ANTICIPATE Y/Y GROWTH - SEEKINGALPHA

APPLE IS SEEKING AN EMERGENCY COURT ORDER AGAINST OPENAI AS ITS TRADE SECRETS FIGHT ESCALATES - QZ

EARNINGS DIGEST — Tuesday, August 04

GLOBAL MARKET: JAPAN'S NIKKEI SLIPS AS INTERVENTION FEARS WEIGH; TOYOTA EARNINGS IN FOCUS - ECONOMICTIMES

Tuesday, August 04, 2026

VIJAY'S JANA NAYAGAN CROSSES RS 300 CRORE WORLDWIDE ON DAY 12 - TOI

CHINA'S 'SILVER ECONOMY' DRAWS JAPAN NURSING CARE EQUIPMENT RETAILERS - NIKKEI

📊 10-Year Treasury Yield: 4.679 % (-0.06pp)

TEADS FILES SUIT AGAINST GOOGLE; SEEKS FINANCIAL COMPENSATION AFTER ANTITRUST RULING - SEEKINGALPHA

Monday, August 03, 2026 — Markets caught between a possible Iran deal and a flat July. Warsh at Jackson Hole this week. Jobs data Friday.

ASML: THE PEAK IS IN - SEEKINGALPHA

Monday, August 03, 2026 — Iran deal hopes collide with a monster macro week. Oil’s dipping, Dow’s leading, and all eyes are on ISM and payrolls.

PROSHARES K-1 FREE CRUDE OIL ETF DECLARES MONTHLY DISTRIBUTION OF $1.3140 - SEEKINGALPHA

HUGGING FACE CEO CALLED OPENAI'S ROGUE AI HACK "UNPRECEDENTED" AND WANTS NEW LAWS - QZ

SUZE ORMAN SAYS PLANNING TO WORK UNTIL 65 IS A RISKY STRATEGY — HER 2 TIPS TO HELP YOU RETIRE WHEN YOU WANT - YAHOO

Monday, August 03, 2026

DEEPSEEK PUTS V4-FLASH API INTO PUBLIC BETA - TECHNODE

📊 10-Year TIPS Real Yield: 2.4100000000 % (+0.00pp)

📊 ICE BofA US High Yield OAS: 2.84 bp (-0bp)

LAVELLE CAPITAL LP TAKES POSITION IN TAIWAN SEMICONDUCTOR MANUFACTURING COMPANY LTD . $TSM

RBI LIKELY TO HOLD REPO RATE AT 5.25 %, NUVAMA SAYS

EARNINGS WRAP — Friday, July 31

OTTER TAIL Q2 2026 EARNINGS PREVIEW - SEEKINGALPHA

‘NO TURNING BACK’: SPITZNAGEL PREDICTS THE BIGGEST MARKET CRASH SINCE 1929. HOW TO PREPARE YOUR PORTFOLIO IF HE’S RIGHT - YAHOO

Friday, July 31, 2026 — It’s a bifurcated tape. Amazon’s AI story rips, Apple plunges, and the macro backdrop stays weirdly calm.

ENBRIDGE DELAYS PLANS FOR MAINLINE OIL PIPELINE EXPANSION, CITING LACK OF COMMITMENTS - SEEKINGALPHA

Friday, July 31, 2026 — BOJ holds but yen is the real story, Apple getting smoked on earnings, and credit markets are pricing perfection.

Friday earnings digest. 22 names, 17 reported, 5 pending. Heavy in Energy and Financials. Widest consensus spread: $MRNA.

CHINA’S MILITARY MODERNISATION - SCMP

FRIDAY, JULY 31, 2026

TIM COOK FINAL APPLE EARNINGS CALL AMID HUNDRED YEAR FLOOD  IN MEMORY CHIP PRICING

THE PLA AT 99: HOW CHINA’S MILITARY WENT FROM RAGTAG RIFLES TO WORLD-CLASS FORCE - SCMP

📊 10-Year Treasury Yield: 4.677 % (-0.01pp)

EARNINGS WRAP — Thursday, July 30

OPENAI CEO SAM ALTMAN ANNOUNCES 'MAJOR' PRICE CUTS AS THE COMPANY SIGNALS A FOCUS ON COST EFFICIENCY - BUSINSIDER

Thursday, July 30, 2026

OPENAI SLASHES PRICES ON SOME OF ITS NEWEST MODELS - THEINFORMATION

TOURMALINE OIL CORP. (TOU:CA) Q2 2026 EARNINGS CALL TRANSCRIPT - SEEKINGALPHA

FAUCI TESTIFIES BEFORE THE SENATE ON THE COVID PANDEMIC - NBC

Thursday, July 30, 2026 — META whiffs on revs, NVDA goes all-in on Texas, and the core CPI print keeps the Fed in a box.

THURSDAY PRE-MARKET SCORECARD: 120 companies on deck — 42 reported, 78 still to come. Heavyweight day. Tech titans $AAPL & $AMZN headline the pending

Thursday, July 30, 2026

TRADE DEFICITS FOR JAPAN, PHILIPPINES WIDEN AMID AI BOOM AND IRAN WAR - NIKKEI