Market Signals

NEBIUS: THE Q3 AUCTION BROKE ITS OWN PRICE CEILING (RATING UPGRADE) - SEEKINGALPHA

INSPIREMD Q2 2026 EARNINGS PREVIEW - SEEKINGALPHA

HILLTOP Q2 2026 EARNINGS PREVIEW - SEEKINGALPHA

EXODUS MOVEMENT: 75% OF BOOK VALUE RESTS ON ACQUISITION ASSETS - SEEKINGALPHA

AI BUILDOUT SUPERCHARGES PRIVATE INVESTMENT-GRADE CREDIT, APOLLO SAYS - SEEKINGALPHA

US RETAIL SALES UNEXPECTEDLY DROP IN JULY - QZ

KALSHI ORDERED TO CEASE MOST OPERATIONS IN WASHINGTON STATE - NYT

US THREATENS ‘INDEFINITE’ BLOCKADE AGAINST IRAN: HOW LONG CAN IT LAST? - ALJAZEERA

CLEVELAND FED PRESIDENT IS URGING AN IMMEDIATE RATE HIKE TO REIN IN INFLATION - QZ

MLW RISING STAR LABRON KOZONE SET FOR GRUDGE MATCH AGAINST JOE COFFEY, TALKS TEDDY LONG INSPIRATION - FOX

AI ISN’T READY TO RESEARCH ITSELF - NATURE

NORTH KOREA FUMES OVER UPCOMING US-SOUTH KOREA MILITARY DRILLS - ALJAZEERA

GLOBAL MARKET: CHINA, HONG KONG STOCKS FALL AS LIQUIDITY TIGHTENS AHEAD OF UNITREE IPO - ECONOMICTIMES

RECORD RAINFALL LEAVES FOUR DEAD, THOUSANDS STRANDED IN JAPAN - ALJAZEERA

WELSPUN LIVING SHARES RALLY 11% AFTER Q1 PROFIT JUMPS 85% YOY. SHOULD YOU BUY, SELL, OR HOLD? - ECONOMICTIMES

JUBILANT FOODWORKS SHARES RALLY 6% AFTER Q1 RESULTS; BERNSTEIN SEES POPEYES AS STRONG GROWTH DRIVER. SHOULD YOU BUY? - ECONOMICTIMES

TATA MOTORS PV SHARES FALL 5% AFTER WEAK Q1 RESULTS. WHAT ARE MORGAN STANLEY, NOMURA, OTHERS SAYING? - ECONOMICTIMES

EARLY OPENAI BACKER THRIVE CAPITAL VALUE HITS $3.7B ON FUND GROWTH, SEES 'BILLIONS IN LIQUIDITY': REPORT - SEEKINGALPHA

GIC RE REPORTS 9.7% PROFIT JUMP TO RS 1,922 CRORE DRIVEN BY IMPROVED CLAIMS AND UNDERWRITING - ECONOMICTIMES

$TEM — TEMPUS AI CLASS A

OIL PRICES SNAP WINNING STREAK ON DEMAND CONCERNS, U.S. INVENTORY BUILD - SEEKINGALPHA

$HALO (HALOZYME THERAPEUTICS) — 8-K: HALO Q2 FY26 EPS $2.28 smashes consensus by 31.8%

$MTSI (MACOM Technology Solutions H..) — 8-K: MTSI Q3 FY26: Adj. EPS $1.40 beats consensus by +3.8%

$DLB (DOLBY LABORATORIES) — Q3 FY26

TRUMP SLAPS TARIFFS ON DRONE IMPORTS, SAYS U.S. TOO RELIANT ​ON FOREIGN SOURCES - SEEKINGALPHA

$CAI — CARIS LIFE SCIENCES INC

YESWAY RAISES FY 2026 ADJUSTED EBITDA OUTLOOK TO $235M-$245M AMID DIESEL-LED FUEL MARGIN STRENGTH - SEEKINGALPHA

APPLE IN TALKS TO PAY PUBLISHERS TO IMPROVE AI-POWERED SIRI - WSJ

$ALGM — ALLEGRO MICROSYSTEMS INC

$HRB — H&R BLOCK INC

ANTHROPIC MODELS CAN BE CHEAPER TO USE THAN CHINESE ONES, STUDY FINDS - THEINFORMATION

$GTM — Communication Services

$ETR (ENTERGY CORP /DE/) — Q2 FY26

DUOS TECHNOLOGIES Q2 2026 EARNINGS PREVIEW - SEEKINGALPHA

STREAMEX CORP. Q2 2026 EARNINGS PREVIEW - SEEKINGALPHA

$EPAM — EPAM SYSTEMS INC

$LULU — LULULEMON ATHLETICA

$HPE — HEWLETT PACKARD ENTERPRISE

$ONTO (ONTO INNOVATION) — 8-K: ONTO Q2 FY26 EPS $1.93 beats consensus by 14.9%

$AMKR 8-K earnings — Q2 FY26

$IPGP — IPG PHOTONICS CORP

OPENAI SHAKE-UP CONTINUES WITH SECOND MAJOR DEPARTURE OF THE WEEK - BUSINSIDER

$ARW (ARROW ELECTRONICS) — 8-K: ARW Q2 FY26 adj. EPS $5.45 smashes consensus by 22.5%

US DOLLAR PRICE FORECAST: CPI TEST LOOMS AS DXY, EUR/USD AND GBP/USD HOLD KEY LEVELS - YAHOO

RLX TECHNOLOGY Q2 2026 EARNINGS PREVIEW - SEEKINGALPHA

$SPG (SIMON PROPERTY GROUP) — 8-K: SPG Q2 FY26 EPS $3.29 beats consensus by 3.5%

$NOC — NORTHROP GRUMMAN CORP

HERE'S WHY BIT DIGITAL STOCK SURGED: ETHEREUM, AI, CLOUD REVENUE ARE IN FOCUS - SEEKINGALPHA

HEWLETT PACKARD ENTERPRISE WINS APPROVAL FOR DOJ SETTLEMENT IN JUNIPER DEAL - SEEKINGALPHA

HAWAII COULD SEE ITS FIRST HURRICANE LANDFALL SINCE 1992 - SEEKINGALPHA