Market Signals

Three major central banks—the ECB, the Fed, and the Bank of England—have held off on rate hikes in July.

ANTHROPIC SAYS ITS CLAUDE MODELS 'GAINED UNAUTHORIZED ACCESS' TO OTHER ORGANIZATIONS' SYSTEMS - CNBC

ENERGY DEPARTMENT ISSUES EMERGENCY ORDER TO SECURE POWER GRID IN 17 US STATES - ZEROHEDGE

NVIDIA PARTNER SK HYNIX MISSES Q2 SALES TARGET BUT PROFIT SURPRISES - YAHOO

TRUMP MEETS WITH UKRAINE, ISRAEL LEADERS AMID BROADENING CONFLICTS - LATIMES

APPLE ENDS DAY AS WORLD'S MOST VALUABLE COMPANY, PASSING NVIDIA - CNBC

NVIDIA AND OPENAI IN TALKS FOR UP TO $250 BILLION BACKSTOP TO FUND AI INFRASTRUCTURE PLANS - CNBC

US 30-YEAR TREASURY STREAK: HOW WILL 5% YIELDS RESHAPE GLOBAL CAPITAL FLOWS? - SCMP

What would happen if every US state had its own currency and we just converted it to US dollars to pay federal income tax, buy treasury bills, and for

Jensen took the extraordinary story of pulling together all the tech leaders for open model & against Anthropic for a good reason.

INSIDER TRADES: JOHNSON & JOHNSON, TSMC AMONG NOTABLE NAMES - SEEKINGALPHA

AI KILL SWITCH ACT WOULD LET TRUMP ADMIN ORDER SHUTDOWN OF ROGUE AI SYSTEMS - ARSTECHNICA

WISTRON SHARES SURGE IN TAIWAN AFTER OPENING OF TEXAS AI SUPERCHIP PLANT TO SUPPLY NVIDIA - CNBC

OPPENHEIMER’S ‘BEST OF THE BEST’ MOMENTUM LIST: NVDA, LRCX AND MORE - SEEKINGALPHA

NOTABLE TECH HEADLINES FOR THE WEEK: IBM, META, TSMC IN FOCUS - SEEKINGALPHA

ANTHROPIC IS IN TALKS TO LEASE AI COMPUTING POWER FROM META IN A $10 BILLION DEAL - QZ

CHINA'S XI CALLS FOR MORE GLOBAL EFFORTS TO GUIDE AI, CHIDES U.S. FOR ITS CURBS ON TECH SHARING - PBS

TSMC POSTS RECORD QUARTER — BUT EXPECTATIONS ARE NOW ‘EXCEPTIONALLY HIGH,’ SAYS FUND MANAGER - MARKETWATCH

(URGENT) BOK SAYS RATE HIKE DECISION WAS UNANIMOUS - YONHAP

(URGENT) BOK SAYS IT NEEDS TO MAINTAIN TIGHT MONETARY POLICY GOING FORWARD - YONHAP

(URGENT) BOK RAISES BENCHMARK RATE BY 25 BASIS POINTS TO 2.75 PCT - YONHAP

SPACEX STOCK SINKS BELOW ITS IPO PRICE FOR THE FIRST TIME AS THE POST-DEBUT RALLY UNRAVELS - QZ

SK HYNIX , TETRAMEM UNVEIL ANALOG IN - MEMORY COMPUTING CHIP FOR FASTER DATA PROCESSING – NATURALNEWS . COM

BARCLAYS BELIEVES SK HYNIX'S U.S. SHARES CAN DOUBLE. HERE'S WHY - CNBC

META'S LOUISIANA DATA CENTER INVESTMENT TO REACH $50 BILLION, AIDED BY GENEROUS TAX INCENTIVES - CNBC

SK HYNIX RISES 13% IN NASDAQ DEBUT. CHAIRMAN TELLS CNBC 'DEMAND IS ENORMOUS' - CNBC

THE ETF MARKET IS PUSHING THE LIMITS OF THE LEVERAGE IT CAN HANDLE. SK HYNIX IS THE LATEST EXAMPLE - CNBC

FEW BRIGHT SPOTS IN WEDNESDAY'S TOUGH MARKET — WHY NVIDIA STOCK IS ONE OF THEM - CNBC

SK GROUP CHIEF TO VISIT U.S. FOR SK HYNIX'S LISTING DEBUT ON NASDAQ - YONHAP

TRUMP HEADS TO NATO AS TENSIONS SIMMER WITH EUROPE - LATIMES

APPLE, NVIDIA SUPPLIER UNIMICRON AIMS FOR $1.4B IN GLOBAL DEPOSITARY SHARE SALE - SEEKINGALPHA

AMERICANS TRADED $571 MILLION ON POLYMARKET POLITIC BETS DESPITE U.S. BAN - COINDESK

INSIDER TRADES: ALIBABA, BROADCOM, TAIWAN SEMICONDUCTOR MANUFACTURING AMONG NOTABLE NAMES - SEEKINGALPHA

CEASEFIRE ON PAPER, TENSION BELOW: FIXED INCOME IN AN UNCERTAIN SUMMER - SEEKINGALPHA

NVIDIA OFFERS START-UP CUSTOMERS CHANCE TO SWAP COMPUTE POWER FOR REVENUE SHARE - CNBC

BITWISE SAYS STRC SELLOFF SIGNALS CRYPTO CYCLE NEARING A BOTTOM, NOT STRATEGY’S BREAKING POINT - COINDESK

TRUMP ADMINISTRATION SUES CALIFORNIA OVER 'GLOCK BAN' LAW TARGETING MACHINE GUN PISTOLS - LATIMES

ISHARES 7-10 YEAR TREASURY BOND ETF DECLARES $0.3111 DIVIDEND - SEEKINGALPHA

ISHARES IBONDS DEC 2031 TERM TREASURY ETF DECLARES $0.0618 DIVIDEND - SEEKINGALPHA

SK HYNIX FILES AMENDED F-1 WITH SEC, AS IT BEGINS U.S. IPO PROCESS - YONHAP

THIS RARE, WIDENING GAP BETWEEN BIG TECH AND SEMICONDUCTOR STOCKS IS FLASHING A WARNING FOR THE BROADER MARKET - MARKETWATCH

MARVELL TECHNOLOGY: THE $5 BILLION GUIDE RAISE BEHIND THE JENSEN POP - SEEKINGALPHA

NVIDIA: 3 KEY THREATS ARE GAINING MOMENTUM AND VISIBILITY — via SEEKINGALPHA

INSIDER TRADES: NVIDIA, JPMORGAN AND OCCIDENTAL PETROLEUM AMONG NOTABLE NAMES — via SEEKINGALPHA

(URGENT) CHINESE, RUSSIAN MILITARY AIRCRAFTS BRIEFLY ENTER S. KOREA'S AIR DEFENSE ZONE: JCS — via YONHAP

Deepinfar - DJI of UUV/ROV

FIRST-QUARTER GDP GETS BIG BOOST, BUT IT’S NOT REALLY GREAT NEWS — via MARKETWATCH

OPENAI AND BROADCOM ANNOUNCE CHIP DESIGNED FOR LLM INFERENCE AT SCALE — via ARSTECHNICA

MICRON IS TECH'S NEW MARGIN KING AS MEMORY CRISIS PUSHES COMPANY PAST NVIDIA AND META — via CNBC

If inflation is transitory, one should call it as such. If it is persistent, then say it is persistent.