Market Signals

ASIA MARKETS MIXED AS NVIDIA OUTLOOK OFFSETS U.S. INFLATION CONCERNS - SEEKINGALPHA

Nikkei quant book is one trade: earnings yield vs bonds is the top driver in 10 of 10 names. 6m expected returns +12.8% to +20.4%, median conf 92. Onl

NVIDIA EYES TECH’S NO. 2 SPOT IN REVENUE WITH 70% GROWTH OUTLOOK - SEEKINGALPHA

GOOGLE MOVES AI-RISK TEAM OUT OF DEEPMIND AMID BROADER RESTRUCTURING - REPORT - SEEKINGALPHA

NVIDIA AGREES TO ACQUIRE HUGGING FACE FOR $12.9B - REPORT - SEEKINGALPHA

OPENAI REPORT SAYS ITS NETWORK WAS HACKED BY ITS OWN ROGUE AI AGENTS - NDTV

NVIDIA CORPORATION 2027 Q2 - RESULTS - EARNINGS CALL PRESENTATION - SEEKINGALPHA

CONSUMER CONFIDENCE FALLS SLIGHTLY IN AUGUST - SEEKINGALPHA

BSE, NSE IMPOSE OVER RS 59 LAKH PENALTY ON NTPC, SJVN, REC FOR NON-COMPLIANCE - ECONOMICTIMES

📊 Real Yield Trend: 2.32% (13-week change: -0bp, falling)

📊 10-Year Breakeven Inflation: 2.32 % (+0.00pp)

📊 10-Year TIPS Real Yield: 2.32 % (-0.06pp)

📊 ICE BofA BBB Corporate OAS: 1 bp (+0bp)

📊 ICE BofA US High Yield OAS: 2.7 bp (+0bp)

📊 10Y-3M Treasury Spread: 87.1 bp (+2bp)

📊 10Y-2Y Treasury Spread: 44.4 bp (+1bp)

NVIDIA Q2 FY27: I'M BUYING THIS WEAKNESS - SEEKINGALPHA

NVIDIA: IT'S TIME TO TURN GREEDY (RATING UPGRADE) - SEEKINGALPHA

NVIDIA: COMPRESSING MULTIPLES AND A $260 TECHNICAL TARGET - SEEKINGALPHA

NVDA IN CHARTS: DATA CENTER REVENUE CLIMBS ABOVE $89B - SEEKINGALPHA

📊 S&P 500 Q3 2026 Earnings Update — Early season

GOOGLE EXPANDS GEMINI AI PLATFORM FOR LAW FIRMS, LAWYERS - YAHOO

GLOBALTECH ANNOUNCES 1-FOR-3 REVERSE STOCK SPLIT - SEEKINGALPHA

ROCHE GAINS EXPANDED USE OF DIAGNOSTIC TESTS TO IDENTIFY ELIGIBLE ZIIHERA PATIENTS - SEEKINGALPHA

QQQM: NOTABLE NASDAQ 100 RISKS HEADING INTO SEPTEMBER - SEEKINGALPHA

ANTHROPIC TO PAY NSCALE $45B IN COMPUTE DEAL: REPORTS - SEEKINGALPHA

COREWEAVE'S HIDDEN GPU ECONOMICS - SEEKINGALPHA

Q2 GDP AND JULY PCE: CONSUMERS REMAIN RESILIENT, BUT PRESSURE IS BUILDING - SEEKINGALPHA

SOLAREDGE SET TO BENEFIT FROM FCC INVERTER IMPORT BAN, RAISED TO BUY AT UBS - SEEKINGALPHA

SCHOOL ASSEMBLY NEWS HEADLINES (AUGUST 27): TOP NATIONAL, INTERNATIONAL NEWS - NDTV

AIRBUS WORKERS IN SPAIN RESUME STRIKE AS DELIVERY PRESSURE MOUNTS - SEEKINGALPHA

KURA ONCOLOGY: 'STRONG BUY': ZIFTOMENIB AML EXPANSIONS WITH DIFFERENT REGIMENS COULD BOOST KOMZIFTI'S PROSPECTS - SEEKINGALPHA

WTI RISES AFTER BIG PRODUCT DRAWS, TINY CRUDE BUILD, SPR NEARS 'TANK BOTTOMS' - ZEROHEDGE

MINIMAX HITS $800M IN ARR: REPORT - SEEKINGALPHA

ANTHROPIC'S $30 TRILLION AND THE ARTIFICIAL INTELLIGENCE BUBBLE THAT NEVER WAS - SEEKINGALPHA

ARGENX UPGRADED AT UBS; SEES $20B PEAK SALES IN VYVGART - SEEKINGALPHA

WARSH'S JACKSON HOLE SILENCE MAY PUSH LONG-TERM RATES MUCH HIGHER - SEEKINGALPHA

S&P 500 IS EXPECTED TO REACH FRESH HIGHS THIS YEAR — BUT BARCLAYS WARNS OF RISKS - MARKETWATCH

RZ Wellness Ltd filed an S-1/A. It’s a Nevada corporation with principal offices in Malaysia. The filing does not provide a detailed description of it

LORD ABBETT SHORT DURATION HIGH YIELD FUND Q2 2026 COMMENTARY - SEEKINGALPHA

SU GROUP RECEIVES HK$18.8M FOLLOW-ON AWARD - SEEKINGALPHA

Top 10 sector concentration: Utilities (2), Financial Services (2), Consumer Cyclical (2)

BATH & BODY WORKS FALLS DESPITE Q2 EARNINGS BEAT, RAISED OUTLOOK - SEEKINGALPHA

NEW HOME SALES AND PRICES TRENDING DOWNWARD - SEEKINGALPHA

Model is putting its weight at the top of the book: median conf 97, 6m +17.6% to +25.2%. Earnings yield vs bonds is the dominant driver in 6 of 10 nam

China MCHI quant short book: 10 names, 6m expected returns -10.0% to -7.6%, median conf 87. The drag is earnings yield vs bonds in 10/10. Not a sector

Top 10 sector concentration: Consumer Cyclical (3), Healthcare (2), Technology (2)

HARVESTING THE VALUATION GAP: THE STRATEGIC ROLE OF CROSSOVER EQUITY - SEEKINGALPHA

H1N1 CASES IN DELHI: SCHOOLS GET ADVISORY ON MASKS, HANDWASHING AND HYGIENE - NDTV

BJP'S 2027 PUNJAB STRATEGY: DRUGS AT CENTRE, BOOTHS ON GROUND - NDTV