Market Signals

WECHAT TEAM OPEN-SOURCES WEMM-EMBEDDING FOR MULTIMODAL SEARCH AND RECOMMENDATION - TECHNODE

SILICON VALLEY'S HOTTEST EMBODIED MODEL TODAY! NO POST-TRAINING NEEDED, LEARNS JUST BY WATCHING ONCE. - QBITAI

Economists, investors, financial journalists, and politicians should stop comparing today's interest rate expenses with those of 30 years ago.

SK HYNIX CEO SAYS INDIANA WILL BE KEY MEMORY PRODUCTION BASE BY 2030, FIRST U.S. FACILITY NOW UNDERWAY - CNBC

Anthropic Bet Tens of Billions on AMD. One Month Later, It Signed a $45 Billion Nvidia-Powered Lease

U.S. CONSIDERS FRESH ROUND OF TARIFFS ON SEMICONDUCTORS, REPORT SAYS - CNBC

FED'S LISA COOK TURNS MORTGAGE ALLEGATIONS BACK ON TRUMP AND HIS CABINET - CNBC

The US is holding itself back in AI race as admin. weighs semiconductor tariffs

Nvidia posted a blowout quarter. China remains a quagmire.

Regeneron Pharmaceuticals (REGN) Adjusts Course Amid Mixed Results in Melanoma Drug Trials

ANTHROPIC IS SPENDING $45 BILLION ON AI COMPUTING CAPACITY IN A DEAL WITH U.K. FIRM NSCALE - QZ

OZEMPIC MAKER NOVO NORDISK DOWNGRADED TO SELL AFTER 70% STOCK-PRICE DIVE FROM PEAK - MARKETWATCH

(URGENT) SEOUL STOCKS END HIGHER FOR 3RD DAY ON NVIDIA EARNINGS - YONHAP

BRAIN-INSPIRED CHIP STARTUP XIJIAN TECHNOLOGY RAISES NEARLY 500 MILLION YUAN IN ONE YEAR, INCUBATED BY TSINGHUA UNIVERSITY. - ZHIDX

NVIDIA EXPECTS ~70% FISCAL 2028 REVENUE GROWTH AS IT RESETS GROSS MARGIN OUTLOOK TO 72%-73% - SEEKINGALPHA

ANTHROPIC INKS $45 BN AI COMPUTING DEAL WITH NSCALE - ECONOMICTIMES

(URGENT) FX RATE STABILIZED SIGNIFICANTLY BUT REMAINS STILL HIGH: BOK GOV. - YONHAP

(URGENT) SEOUL STOCKS OPEN SHARPLY HIGHER ON ROBUST NVIDIA EARNINGS - YONHAP

NVIDIA Q2: THE $10 TRILLION THESIS - SEEKINGALPHA

DOLLAR AND BOND MARKETS 'ON EDGE' AHEAD OF JACKSON HOLE AS BESSENT'S MARKET INTERVENTION PILES PRESSURE ON WARSH - CNBC

OPENAI RELEASES SWEEPING REPORT ON HUGGING FACE AI AGENT HACK - CNBC

Despite today’s new home sales and consumer confidence misses, the @Citi Economic Surprise Index is still tracking positive but fading as data contin

SUPREME COURT FOR NOW ALLOWS TRUMP TO PLAN NEW MAIL BALLOT RULES. CALIFORNIA TO SUE AGAIN - LATIMES

DEBASEMENT TRADE TO TAKE BITCOIN TO $300,000 IN THREE YEARS, BERNSTEIN SAYS - CNBC

BILL GATES ISSUES A STARK WARNING ABOUT AI — AND AMERICANS INCREASINGLY SHARE HIS CONCERNS - MARKETWATCH

NVIDIA EARNINGS TAKEAWAYS: HUANG FORECASTS 70% FISCAL 2028 REVENUE GROWTH, FAR ABOVE ESTIMATES - CNBC

PCE Inflation Increased More Than Expected

SENSEX FALLS 183 POINTS, NIFTY CLOSES BELOW 24,250 AS MARKET ERASES ALL MORNING GAINS. WHAT LIES AHEAD? - ECONOMICTIMES

ALERT IN UP AND BIHAR AFTER FLASH FLOODS KILL 16 IN NEPAL - NDTV

THIS AI-LINKED STOCK HAS LAGGED ITS PEERS. CITIGROUP SAYS SHARES CAN MORE THAN DOUBLE - CNBC

SOUTH CAROLINA COULD GIVE TRUMP A REVITALIZING WIN — OR HIS MOST EMBARRASSING LOSS - POLITICO

MORGAN STANLEY SAYS INVESTORS SHOULD SCOOP THIS STOCK TIED TO THE AI BUILDOUT - CNBC

OpenAI head of data centers Chris Malone exits amid departures

Does NRG’s Challenge to PJM’s Reliability Plan Signal a Deeper Shift in NRG’s Strategy (NRG)?

Market Braces for Crunch Nvidia Earnings, PCE Report. Stock Futures Fall.

OPENAI DATA CENTER CHIEF CHRIS MALONE IS OUT, THE LATEST IN A STRING OF EXECUTIVE EXITS - CNBC

Biggest stock movers Wednesday: SYRE, INTU, SAP and more

Good morning.

3 Semiconductor Stocks We Steer Clear Of

Zacks Investment Ideas feature highlights: Bloom Energy, Micron, Nvidia, UBS and Moderna

FROM MILITARY ALLIANCE TO ECONOMIC PARTNERSHIP: HOW TRUMP IS REDEFINING U.S.-SOUTH KOREA TIES - CNBC

JAILED KARNATAKA OFFICER FOUND WITH GIRLFRIEND DURING SURPRISE HOSPITAL RAID - NDTV

SHORT SQUEEZE IN US SWAPS, OPTIONS SHOWS ‘BESSENT PUT’ AT WORK - MINT

STOCK MARKET OPEN OR CLOSED TOMORROW ON EID MILAD-UN-NABI 2026? CHECK NSE, BSE TRADING OFFS CALENDAR - MINT

SPACEX INTENDS TO INVEST UP TO $100 BILLION IN MASSIVE LOUISIANA SPACEPORT - ARSTECHNICA

ACV AUCTIONS POTENTIALLY IN PLAY AND SEEING UNUSUAL OPTIONS FLOW - SEEKINGALPHA

NVIDIA'S 'EXPECTATIONS PREMIUM' DOGS THE STOCK AFTER EARNINGS. HERE'S WHAT ANALYSTS ARE WATCHING - CNBC

OPTIONS TRADERS ARE BETTING ON THE QUIETEST NVIDIA EARNINGS REACTION IN YEARS. IT COULD BE AN OPPORTUNITY FOR AI BULLS. - MARKETWATCH

Marvell Technology (MRVL) Thrives on Data Center Growth Amid Networking Dominance

DATA CENTERS BECOME "KILLER APPLICATION" FOR NEW POWER TRANSFORMER TECH - ARSTECHNICA