Market Signals

PAKISTAN HIKES PETROL, HIGH-SPEED DIESEL PRICES AMID RISING US-IRAN TENSIONS - NDTV

"UNPRECEDENTED" HEAVY RAIN KILLS 4 IN JAPAN, THOUSANDS STRANDED AT AIRPORT - NDTV

FOREIGN BUYERS WARM UP TO INDIAN EQUITIES AMID ANTI-AI SENTIMENT - NIKKEI

GOLDMAN SACHS LINES UP INVESTORS FOR NVIDIA’S $500B AI FUNDING PLAN - REPORT - SEEKINGALPHA

UBER, CHINA'S PONY.AI PLAN EUROPEAN ROBOTAXI PUSH WITH 2,000 VEHICLES - SEEKINGALPHA

APPLIED MATERIALS PROJECTS CHINA REVENUE TO GROW IN 2026 DESPITE US CURBS - NIKKEI

📊 10-Year Treasury Yield: 4.647 % (-0.05pp)

DIGIMARC OUTLINES GO-TO-MARKET REBUILD AS SECURE GIFT CARD PIPELINE GROWS OVER 30X TO MORE THAN 31 RETAILERS - SEEKINGALPHA

AI’S BIGGEST ENERGY IMPACT MIGHT BE IN THE OIL PATCH, NOT THE DATA CENTER - WSJ

$TPR (TAPESTRY) — 8-K: TPR Q4 FY26 adjusted EPS $1.32 beats consensus $1.28 by +3.4%

ZOTAC MARKS 20 YEARS WITH A TITANIUM RTX 5080 SOLID CORE OC GPU

GEMINI SPACE STATION, INC. GAAP EPS OF -$0.89 MISSES BY $0.18, REVENUE OF $45.5M BEATS BY $2.02M - SEEKINGALPHA

FEDERAL RESERVE BOARD ISSUES ENFORCEMENT ACTION WITH FORMER EMPLOYEE OF REGIONS BANK - FED

US INDICES PRICE ANALYSIS – US INDICES STABLE AHEAD OF CPI - YAHOO

HUA HONG GRACE SEMICONDUCTOR LIMITED (HHUSF) Q2 2026 EARNINGS CALL TRANSCRIPT - SEEKINGALPHA

MSGS ANTICIPATES RANGERS SPIN-OFF BY END OF OCTOBER WHILE ESTIMATING $16M ADDED TAX EXPENSE IN FISCAL 2028 - SEEKINGALPHA

ALPHA AND OMEGA SEMICONDUCTOR STOCK CRASHES POST-Q4: AI BOOM MEETS PC WEAKNESS - SEEKINGALPHA

BayFirst Financial Corp. ($BAFN) — a St. Petersburg, FL bank holding company — filed for a follow-on/restructuring offering. The community bank runs 1

SEMICONDUCTOR STOCKS FACE MORE DOWNSIDE, BUT POTENTIAL REMAINS: TECH CONTRARIANS - SEEKINGALPHA

OPENAI APPOINTS WIZ COO DALI RAJIC AS ITS NEW CFO - SEEKINGALPHA

U.S. STOCK MARKET CLOSE | MILD CPI EASES RATE-HIKE PRESSURE; PHILADELPHIA SEMICONDUCTOR INDEX RISES 2.5% - FUTU BULL - GNEWS

HIGH YIELD IN 2026: QUALITY IS THE DIFFERENTIATOR - SEEKINGALPHA

REASSURED BY COOLER JULY CPI? THIS CHART POINTS TO A RATE HIKE - SEEKINGALPHA

KALSHI IN TALKS TO RAISE MONEY AT $40 BILLION VALUATION - YAHOO

FALLING DANUBE FLOW FORCES SHUTDOWN OF ROMANIA’S SOLE NUCLEAR PLANT - ALJAZEERA

ANTHROPIC INVESTORS EYE RECORD $2T VALUATION IN OCTOBER IPO: REPORT - SEEKINGALPHA

STOCK MARKET OPENS IN GREEN AS PPI HOLDS STEADY IN JULY - SEEKINGALPHA

PROFUSA TO IMPLEMENT 1-FOR-4 REVERSE STOCK SPLIT - SEEKINGALPHA

HTHT, BZ, WRD top the Q2 discovery scan. All score 100. All low breadth, medium crowding.

SUKHBIR BADAL ATTACKED WITH KIRPAN BY NIHANG SIKH AT GURUDWARA IN MAHARASHTRA - NDTV

📊 S&P 500 Q2 2026 Earnings Update — Final stretch

SECURITIZE FALLS 20% AFTER EARNINGS MISS AS TOKENIZATION REVENUE FALLS SHORT - COINDESK

GLOBAL MARKET: CHINA STOCKS RISE ON AI OPTIMISM; HONG KONG SHARES MOSTLY FLAT - ECONOMICTIMES

JIO FINANCIAL SHARES JUMP 3% AS BANK OF AMERICA SET TO ACQUIRE 50% STAKE IN JIO CREDIT FOR RS 18,268 CRORE - ECONOMICTIMES

RELIANCE INDUSTRIES, ADANI ENTERPRISES AMONG 10 STOCKS WITH HIGHEST DII BUYING UP TO RS 22,600 CRORE IN Q1 - ECONOMICTIMES

WW3 FEARS AS PUTIN ALLY THREATENS TO ATTACK EUROPEAN DOG | WORLD | NEWS

$MASI — HOLD 📊 | 6 MONTHS THESIS

📊 Real Yield Trend: 2.43% (13-week change: +0bp, flat)

📊 10-Year TIPS Real Yield: 2.4300000000 % (+0.00pp)

📊 ICE BofA US High Yield OAS: 2.72 bp (+0bp)

📊 10Y-2Y Treasury Spread: 50.0 bp (+2bp)

📊 10-Year Treasury Yield: 4.701 % (+0.00pp)

📊 10Y-3M Treasury Spread: 89.9 bp (+2bp)

As Qwen & Moonshot team move from 2-3T range to 10T LLM, Alibaba's current SuperNode must support 10T models, even if just @ FP8 fmt.

WHITE HOUSE PRESS SECRETARY KAROLINE LEAVITT TO STEP DOWN - NBC

$COHR (COHERENT) — 8-K: COHR Q4 FY26 EPS $1.74 beats consensus $1.62 by +7.6%

COMPANHIA ENERGÉTICA DE MINAS GERAIS - CEMIG Q2 EARNINGS PREVIEW - SEEKINGALPHA

CINEVERSE Q1 EARNINGS PREVIEW - SEEKINGALPHA

NATIONAL ENERGY SERVICES REUNITED: STRONG EARNINGS GROWTH MAKES THE PREMIUM VALUATION MORE REASONABLE - SEEKINGALPHA

COGNEX: THE DATA CENTER SUPPLY CHAIN PLAY THE MARKET IS UNDERPRICING; STRONG BUY - SEEKINGALPHA