Market Signals

ISRAEL-LEBANON TRUCE DETAILS EMERGE AS HEZBOLLAH TENSIONS REMAIN HIGH — CBS

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Chey strengthens AI partnerships as Nvidia CEO Jensen Huang prepares for Seoul visit

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US SANCTIONS IRAN'S LARGEST DIGITAL ASSET EXCHANGE NOBITEX AND THREE OTHERS

Michael Dell says Dell and Nvidia delivered the first Vera Rubin NVL72 system to CoreWeave , passing L11 diagnostics · Digg

This is not a ceasefire : Naftali Bennett , Gadi Eisenkot blast government

Egypt warns Israel that dangerous Gaza escalations threaten ceasefire — via ALJAZEERA

Wall Street ends higher, crude prices ease on potential US-Iran truce extension — via YAHOO

WARSH'S FED "REGIME CHANGE" CONSTRAINED BY FOMC CONSENSUS

U.S. OIL RIG COUNT JUMPS BY 10 — MOST IN FOUR YEARS

FED'S WALLER DISCUSSES RATE HIKES, CRYPTO Q-DAY RISKS

FED'S WALLER OPENS DOOR TO RATE HIKE — SAYS REMOVE EASING BIAS FROM STATEMENT

DANSKE BANK NOW EXPECTS FED HIKES, NOT CUTS — 25BP IN DEC 2026 AND MAR 2027

GLOBAL BOND YIELDS SURGE ON IRAN WAR, STRAIT OF HORMUZ CLOSURE

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Update: Fervo Signs 396 Megawatt Power Purchase Agreement With Google

Data center capex to reach $31.6T through 2050 amid AI boom: PwC

*JAPAN 10-YEAR YIELD RISES TO 3% FOR FIRST TIME SINCE 1996 https://t.co/X6RZ0U5Nkg — via @biancoresearch

Can AI Driven Data Center Growth Continue to Strengthen NEE's Backlog?

AGREE REALTY PREFERREDS: LOWER YIELD MAGNIFIES DURATION RISK - SEEKINGALPHA

AIVC IS JUST AN APPETIZER! FUDAN UNIVERSITY PROPOSES A LIFE OPERATOR FOR UNIFIED LIFE MODELING. - QBITAI

Zuckerberg, Musk Press G20 Ministers on AI Data Center Power, Labor Needs

NVIDIA: BETTING AGAINST AI'S LANDLORD IS A WIDOW-MAKER TRADE - SEEKINGALPHA

GERMANY BLAMES RUSSIA FOR ATTEMPTED DRONE ATTACK AT LEIPZIG AIRPORT - PBS

SUPREME COURT, IN 5-4 VOTE, CLEARS WAY FOR TRUMP'S NEW BALLROOM - LATIMES

SHIELD THERAPEUTICS PLC (SHIEF) DISCUSSES STRATEGIC ACQUISITION OF FULL U.S. COMMERCIAL CONTROL OF ACCRUFER TRANSCRIPT - SEEKINGALPHA

Arrow Electronics (ARW) Trades at 10x Earnings: Is This Semiconductor Recovery Stock a Buy?

Nvidia Slips as 700-Gigawatt Data-Center Pipeline Faces Texas Scrutiny

'DON'T EAT FISH CAUGHT FROM FLOODWATERS': BIHAR ON ALERT AFTER NEPAL TRAGEDY - NDTV

U.S. MILITARY SAYS IT'S HITTING NEW TARGETS IN IRAN AGAIN - PBS

TROPICAL STORM EDOUARD COULD REACH HURRICANE STRENGTH AS IT APPROACHES TEXAS AND LOUISIANA - CNBC

Anthropic's $35B cloud deal with Lambda adds new layer to circular financing concerns

INDIAN PRIME MINISTER MODI ASKS PUTIN TO END UKRAINE WAR AMID U.S. TARIFF THREAT ON RUSSIAN OIL - CNBC

VENEZUELA GRANTS U.S.-BACKED OIL FIRM NABEP 100-YEAR CONCESSIONS FOR 17 OIL FIELDS, WHITE HOUSE SAYS - CNBC

Hut 8 stock is a winner in a new deal between Anthropic and Nvidia-backed Lambda

Riverwater Sees a Market Overreaction in Stevanato Group (STVN) After Oral GLP-1 Launches

VANECK FALLEN ANGEL HIGH-YIELD BOND ETF DECLARES A $0.159 MONTHLY DIVIDEND - SEEKINGALPHA

TRUMP JR'S FIRM LEADS $1 BILLION POLYMARKET RAISE AT $21 BILLION VALUE: REPORT - COINDESK

ISHARES U.S. TREASURY BOND ETF DECLARES MONTHLY DISTRIBUTION OF $0.0761 - SEEKINGALPHA

Make Every Data Center a Power Hub

ISHARES IBONDS DEC 2028 TERM MUNI BOND ETF DECLARES $0.0544 DIVIDEND - SEEKINGALPHA

AM Markets Need to Know: Nasdaq rebounds in August, Anthropic expands AI capacity, and more

Anthropic agrees to $35bn cloud contract with Lambda

Marvell’s (MRVL) Data Center Machine Keeps Rewriting Its Own Forecast

JAPAN BENCHMARK BOND YIELD HITS 30-YEAR HIGH OF 3% AMID GLOBAL DEBT SELLOFF - NIKKEI

AS MODI GOVT EXTENDS HUMANITARIAN SUPPORT TO NEPAL, READ HOW INDIA HAS HELPED 7 OTHER DISASTER-TORN COUNTRIES IN THE PAST SEVERAL YEARS - OPINDIA

JAPAN 10-YEAR BOND YIELD TOUCHES 3%, HIGHEST SINCE 1996 - SEEKINGALPHA