Market Signals

Friday, July 24, 2026 — Iran rejects ceasefire, AMD drops a bomb on NVDA, and Intel shows a pulse.

SAMSUNG AND SK HYNIX ARE SET TO ANNOUNCE MAJOR MEMORY CHIP DEALS WITH U.S. TECH FIRMS - QZ

Friday, July 24, 2026 — Iran ceasefire noise fades fast, chips get a bid on Intel’s beat, and credit markets are pricing zero stress.

FRIDAY, JULY 24, 2026

MORE AMERICANS THINK CHINA IS WORLD LEADER IN AI, NEW SURVEY REVEALS - SCMP

TRUMP ADMINISTRATION ADMITS LEGAL ERRORS AND WITHDRAWS SUBPOENAS OF 3 NYT REPORTERS - PBS

$ACI 8-K earnings — Q2 FY27

$BCML 8-K earnings — Q2 FY26

FOUR HOUSE REPUBLICANS BREAK RANKS TO HELP DEMOCRATS PASS IRAN WAR POWERS RESOLUTION - ZEROHEDGE

Thursday, July 23, 2026 — Oil rips above $100 as the Iran ceasefire collapses. House votes to end the war anyway, dealing Trump another loss. And the

HOW OPENAI MODELS WENT ROGUE DURING A TRAINING EXERCISE - CBS

$LVWR 8-K earnings — Q2 FY26

$FMFG 8-K earnings — Q2 FY26

AI 'KILL SWITCH' BILL UNVEILED AS OPENAI HACK RAISES ALARMS - BUSINSIDER

Thursday, July 23, 2026 — Oil breaks $100, House votes to end Iran war, TSLA gets crushed on a delivery beat.

ALPHABET: THE $200+ BILLION AI CAPEX MISUNDERSTANDING - SEEKINGALPHA

Said some stuff on Monday

FIRM HACKED BY ROGUE OPENAI MODELS SAYS IT IS 'A WAKE-UP CALL' - BBC

WILL THE WAR ON IRAN AFFECT ASEAN’S EFFORTS TO TACKLE REGIONAL ISSUES? - ALJAZEERA

THURSDAY, JULY 23, 2026

Wednesday, July 22, 2026 — Iran strikes escalate, NVDA breaks into CPUs, and credit markets stay eerily calm.

PPI: DESIGNED AND PROVEN TO MITIGATE INFLATION RISK - SEEKINGALPHA

HERE'S WHAT SMART PEOPLE ARE SAYING ABOUT OPENAI MODELS HACKING HUGGING FACE ON THEIR OWN - BUSINSIDER

Wednesday, July 22, 2026 — Iran ceasefire theater, crude popping, and a real yield squeeze nobody’s talking about.

IRAN WAR’S $37BN PRICE TAG: WHY DOES THE PENTAGON WANT $67BN MORE? - ALJAZEERA

OSSOFF CHALLENGES HEGSETH ON COST AND DURATION OF IRAN WAR - ALJAZEERA

Wednesday, July 22, 2026

CHINA'S UNITREE SAYS 'GPT MOMENT' FOR ROBOTS REMAINS YEARS AWAY - NIKKEI

📊 10-Year Treasury Yield: 4.629 % (+0.03pp)

EARNINGS WRAP — Tuesday, July 21

Tuesday, July 21, 2026 — Iran strikes escalate, mediators scramble for a 10-day truce, and NVDA finally shows us what’s under the hood.

OPENAI'S LATEST CHATGPT PROGRAM TARGETS SMALL BUSINESS MARKET - SEEKINGALPHA

TUESDAY JULY 21, 2026 — Iran ceasefire talks, TSMC price hikes, and Nvidia’s Vera Rubin platform are driving the tape.

TUESDAY EARNINGS DIGEST: 18 reporters, all pre-market. Scorecard: 0 beats, 0 misses, 18 in-line. Heavy Financials tilt ($SCHW, $IBKR, $CB, $COF, $MRSH

GLOBAL OIL PRICES SETTLE AT ONE-MONTH HIGH DESPITE NEW IRAN CEASEFIRE PROPOSAL, AS BLOCKADE ON SAUDI ARABIA BY YEMEN’S HOUTHIS KEEPS MARKET ON EDGE -

TUESDAY, JULY 21, 2026 — Houthis open a Saudi naval blockade, the U.S. slaps 50% tariffs on some Canadian goods, and China’s Moonshot AI files for a H

CHINA'S MOONSHOT AI PLANS HONG KONG IPO AS KIMI K3 SHOCKS SILICON VALLEY - NIKKEI

📊 10-Year Treasury Yield: 4.597 % (+0.05pp)

EARNINGS WRAP — MONDAY, JULY 20

CROWN HOLDINGS RAISES PROFIT OUTLOOK AFTER Q2 BEAT - SEEKINGALPHA

Monday, July 20, 2026 — Oil slides on Iran ceasefire proposal, credit spreads are asleep, and NVDA/AMD both catch a bid.

ZUCKERBERG IS QUIETLY TURNING META INTO A COMPUTE PROVIDER AHEAD OF Q2 EARNINGS - SEEKINGALPHA

AMD'S HELIOS IS THE FIRST REAL CHALLENGER TO NVIDIA'S AI DOMINANCE. MICROSOFT IS IN - QZ

Monday, July 20, 2026 — Iran ceasefire talk drives the open, semis bounce, and credit markets are asleep at the wheel.

FIRST ON FOX: TRUMP ADMIN FREEZES OUT MINNESOTA OF THE CARIBBEAN OVER ALLEGED HURRICANE-AID ABUSES - FOX

$STLD $WRB $DPZ just dropped — all three landed in-line. No beats, no misses, no fireworks. A clean but quiet start to the week.

📊 10-Year Treasury Yield: 4.55 % (-0.01pp)

MONDAY, JULY 20, 2026

EARNINGS WRAP — Friday, July 17

Friday, July 17, 2026