Market Signals

Regions Financial heads into Q3 with income improving but expenses running hotter, which is the entire debate on this print. Higher costs eat the reve

Trump shuts down Hegseth plan to livestream military execution - Reuters

CoreWeave Credit Risk Hits Record, Pricing 60% Odds of Default - Bloomberg.com

A U.S. flag flutters at the Federal Trade Commission (FTC) headquarters in Washington, D.C. - The Lufkin Daily News

Bitcoin, copper, stocks and Treasury yields are all falling at once while gold catches the bid. That combination is broad de-risking, not rotation: yi

US Retail Sales Rise More Than Expected on Gasoline Receipts - Bloomberg.com

$JNJ is in a bull vs bear fight after Q3 earnings, and the outlook is the whole debate now. The quarter is printed, so the tape trades the path ahead,

US FTC subpoenas OpenAI and Anthropic over consumer harms, Axios reports - The Mighty 790 KFGO

New Zealand banks hold up in first joint trans-Tasman stress test - NZ Advisor

Friedrich Merz Leads Germany To Reject New EU Budget, Calls For Cuts And Restructuring: how 7 outlets framed it - NewsCord

ManpowerGroup Q3 Earnings, Revenue Rise; Issues Q4 EPS Outlook - Shares Fall Pre-Bell - Yahoo Finance

Wells Fargo Q3 Earnings Call Highlights Higher Interest Income Outlook - Yahoo Finance

Procter & Gamble reports Q1 with earnings expected to decline. Staples have been the defensive hiding spot all year, so the bar here is whether pricin

ManpowerGroup (MAN) Matches Q3 Earnings Estimates - Yahoo Finance

Chipmaker TSMC profits surge amid relentless AI demand - Financial Times

Did Higher Q3 Earnings Forecasts Just Shift Gallagher's (AJG) Investment Narrative? - Simply Wall Street

Earnings season is heating up. UBS thinks these stocks could beat expectations - CNBC

Trump doubles down on $50b Korean investment claim for Alaska LNG ahead of midterms

Home BancShares (HOMB) Surpasses Q3 Earnings Estimates - Yahoo Finance

Arrested OpenAI Engineer Booked a One-Way Ticket to Saudi Arabia - Bloomberg.com

Trump claims again S. Korea to invest in Alaska LNG project under trade deal

N. Korea could bolster drone capabilities through workers at Russian factory: report

OpenAI employee who left for Apple took files about unreleased device, OpenAI alleges - Reuters

Eight US states are suing OpenAI, claiming ChatGPT harms young users. State AGs joining the regulatory front is the part worth watching: legal overhan

Progressive (PGR) Q3 Earnings Top Estimates - Yahoo Finance

OpenAI computing chief Sachin Katti to leave company next month: report

JNJ Q3 Earnings Call Highlights Growth Outlook and MedTech Challenges - The Globe and Mail

Japan is putting up to $21B into two US chip fabs run by GlobalFoundries, per Reuters. Another sovereign check aimed at onshoring capacity, and it kee

Morgan Stanley (MS) Surpasses Q3 Earnings and Revenue Estimates - Yahoo Finance

U.S.-Russia deal on diesel is 'very risky choice,' Italy PM Meloni says - Reuters

US arrests Saudi employee of OpenAI for allegedly bugging its offices - Financial Times

JNJ Q3 Earnings Call Highlights Growth Outlook and MedTech Challenges - Zacks Investment Research

MI5 chief says Iran is targeting military sites and suspected plot at RAF Fairford is 'not unique’ - AP News

Ransomware gets personal: 'We-know-where-you-are kind of stuff'

Corruption could become harder to catch under new EU budget, watchdog warns - POLITICO.eu

Anthropic Asks Appeals Court to Rehear Fight Over Security Risk - Bloomberg.com

Nvidia is putting $250M into UK AI safety research, per Reuters. A rounding error against the balance sheet, but policy spend in AI is the cheap side

OpenAI's dot assistant burned 300K+ tokens in a day without a single prompt

FBI arrests Saudi OpenAI engineer over covert recording device, DOJ says - Reuters

US Republicans, Democrats want Trump to reverse course on Russia diesel - Reuters

Cyber attack on French supermarket fridges raises alarm over food security - Financial Times

N. Korea-China bridge nears opening amid signs of economic bargain: report

OpenAI Says Staffer Arrested for Hidden Recording Device in Office - Bloomberg.com

Gold is holding firm into the US inflation print. Nobody is leaning either way before CPI, and a hot number is the one catalyst that keeps the hedge b

Anthropic seeks rehearing of case over Pentagon's security risk branding - Reuters

Russian asylum seeker allowed to stay in Korea during refugee review: report

Charles Schwab reports Q3 and the setup is rates, not trading. Watch net interest margin and what clients did with cash as the long end ran. Schwab tr

Trump says US still sharing intel with Ukraine, defends Russian diesel deal - Reuters

Irish presidency proposes 8% cut to EU budget plan - The Pig Site

BP is set to lay out a new strategy after a windfall year. For $BP, the bar is capital discipline: after that kind of year, the market wants to see wh