Market Signals

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

VALENS SEMICONDUCTOR LTD. 2026 Q2 - RESULTS - EARNINGS CALL PRESENTATION - SEEKINGALPHA

LIFEWAY FOODS Q2 EARNINGS PREVIEW - SEEKINGALPHA

ADC THERAPEUTICS Q2 EARNINGS PREVIEW - SEEKINGALPHA

SEMICONDUCTOR INDEX TESTS KEY TECHNICAL LEVEL AMID INVERSE HEAD-AND-SHOULDERS SETUP - SEEKINGALPHA

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

LIN JUNYANG OFFICIALLY ANNOUNCES AI STARTUP YUYONG TECHNOLOGY! TENCENT HAS INVESTED, FOCUSING ON AGENT. - ZHIDX

JD.COM Q2 EARNINGS IN FOCUS AS VALUATION REMAINS SUBDUED - SEEKINGALPHA

STABILIS TARGETS 2027 REVENUE TO EXCEED $100M, LED BY A $100M ANNUAL DATA CENTER BRIDGE POWER CONTRACT - SEEKINGALPHA

JULY CPI BUYS TIME FOR THE FED - SEEKINGALPHA

VALENS SEMICONDUCTOR LTD. (VLN) Q2 2026 EARNINGS CALL TRANSCRIPT - SEEKINGALPHA

VANECK SEMICONDUCTOR ETF: CHEAP ON PEAK EARNINGS IS NOT CHEAP - SEEKINGALPHA

OPENAI'S CYBERSECURITY DAYBREAK MODELS MAKE APPEARANCE ON AWS - SEEKINGALPHA

WILLIS LEASE FINANCE UPGRADED TO BUY AT FREEDOM BROKER AFTER Q2 EARNINGS - SEEKINGALPHA

COINBASE, POLYMARKET, KALSHI FACE NYC PREDICTION MARKET INVESTIGATION - YAHOO

QUICKLOGIC STOCK CRASHES 6% ON Q2 EARNINGS MISS, DELAYED CONTRACT - SEEKINGALPHA

ONDAS HEADS INTO Q2 EARNINGS WITH DEFENSE ORDERS FLOODING IN: HERE'S WHAT TO WATCH - SEEKINGALPHA

EROCK SURGES ON POWER ORDER FROM ANTHROPIC, SMALLER THAN EXPECTED Q2 LOSS - SEEKINGALPHA

LEBANON ENDS EXECUTIONS: WHERE DOES THE DEATH PENALTY STILL EXIST IN 2026? - ALJAZEERA

NVIDIA'S $500 BILLION DEAL CHANGES AI STORY - SEEKINGALPHA

RAJYA SABHA CLEARS BILL TO BOOST FUNDING FOR COOPERATIVE SECTOR - NDTV

BURRY SLAMS NVIDIA’S $500B AI FINANCING AS A 2008-STYLE 'WALL STREET STUNT' - SEEKINGALPHA

ZAMBIA’S PRESIDENT RALLIES FOR SECOND TERM AHEAD OF ELECTION - ALJAZEERA

AMERICAN STRATEGIC INVESTMENT GAAP EPS OF -$3.04, REVENUE OF $7.3M - SEEKINGALPHA

ZELENSKYY SLAMS PUTIN OVER YABLOKO PARTY BAN , ACCUSES KREMLIN OF STAGING SHAM ELECTIONS

NVIDIA INTENDS TO MAKE AI COMPUTE AN ASSET CLASS OF ITS OWN (RATING UPGRADE) - SEEKINGALPHA

OPENAI FACES ANOTHER EXIT: SAM ALTMAN'S CLOSE AIDE QUITS AMID IPO BUZZ - NDTV

RUPEE FALLS 6 PAISE TO 95.42 AGAINST US DOLLAR IN EARLY TRADE - ECONOMICTIMES

ISIS RICIN TERROR PLOT: GUJARAT NIA COURT REJECTS BAIL PLEA OF ACCUSED JIHADI DR SYED AHMED MOHIUDDIN - OPINDIA

REED JOBS SAYS SILICON VALLEY’S 'ENERGY' HAS MOVED TO SAN FRANCISCO THANKS TO POST-PANDEMIC OFFICE PRICES - BUSINSIDER

📊 10Y-3M Treasury Spread: 88.3 bp (-2bp)

📊 10Y-2Y Treasury Spread: 47.4 bp (+0bp)

📊 10-Year Treasury Yield: 4.696 % (-0.02pp)

LATTICE SEMICONDUCTOR CORPORATION (LSCC) PRESENTS AT THE KEYBANC TECHNOLOGY LEADERSHIP FORUM 2026 TRANSCRIPT - SEEKINGALPHA

$CAH (CARDINAL HEALTH) — 8-K: CAH Q4 FY26 adj. EPS $2.91 beats consensus by +20.2%.

ORACLE PREPARES PLANS FOR NEW ROUND OF LAYOFFS THIS MONTH - REPORT - SEEKINGALPHA