Market Signals

DEEPSEEK'S NEW AI MODEL IS BY FAR THE CHEAPEST OF WELL-KNOWN MODELS TO RUN, RESEARCH FIRM SAYS - REUTERS - GNEWS

ASSAM GIRL, 15, ALLEGEDLY RAPED, BLUDGEONED, ROD INSERTED IN PRIVATE PARTS - NDTV

UTTAR PRADESH TGT 2026 ADMIT CARD FOR SPECIAL DOCUMENT VERIFICATION OUT: CHECK REPORTING DETAILS - NDTV

📊 Core PCE (Fed Preferred): 130.266 index (+3.29% YoY)

LOWE BROCKENBROUGH & CO . INC . RAISES STAKE IN NVIDIA CORPORATION $NVDA

FREQUENCY ELECTRONICS: STRONG BACKLOG, WEAKER UPSIDE AFTER DILUTION - SEEKINGALPHA

MODERNA REITERATES UP TO 10% 2026 REVENUE GROWTH WHILE LOWERING CASH COST GUIDANCE TO ~$4B - SEEKINGALPHA

PERELLA WEINBERG TARGETS 67% 2026 ADJUSTED COMPENSATION RATIO AS ANNOUNCED AND PENDING BACKLOG RISES NEARLY 2.5X - SEEKINGALPHA

Futures are jittery but not panicked. MOVE index at 85th %ile says rates vol is the real stress point.

SEMICONDUCTOR SURGE BOOSTS NEW YORK MARKET, NASDAQ UP 2.8% - GNEWS

HAMAS SAYS IT HAS AGREED TO DISARM AFTER TRUMP ANNOUNCES BOARD OF PEACE PLAN - BBC

BOJ REVISES INFLATION FORECAST DOWN WHILE KEEPING RATES PAT - NIKKEI

The Warsh press conferences aren't going to work in their current form, and it isn't because he's dodging.

TRUMP FLOATS TEMPORARILY WITHDRAWING BLANCHE'S AG NOMINATION OVER GOP HOLDOUTS - ABC

VIX at 91st %ile, VIX of VIX at 98th. That’s not caution, that’s a stress fracture.

SAMSUNG ELECTRONICS PROFIT HITS ALL-TIME HIGH ON DEVICE AND MEMORY SALES - NIKKEI

BLANCHE NOMINATION AT RISK OF DELAY AS SENATOR SEEKS ASSURANCES ON TRUMP SETTLEMENT - ABC

GLOBAL MOFY METAVERSE 1H NON-GAAP EPS OF $69.66, REVENUE OF $39.9M - SEEKINGALPHA

‘THERE IS NO CEASEFIRE’ SAY PALESTINIANS IN GAZA AFTER NEW ISRAELI STRIKES - ALJAZEERA

VIX of VIX at the 84th %ile — the fear of fear is back

TRUMP ADMINISTRATION BANS NEW CHINESE HUMANOID ROBOTS - BBC

WHY NETANYAHU DIDN’T WANT A ZELENSKYY MOMENT WITH TRUMP - ALJAZEERA

TAKAICHI'S FALLING APPROVAL RATINGS FUEL INTEREST RATE CONCERNS - NIKKEI

$SMCI -4.7% — GOVERNANCE HEADWINDS PERSIST — BACKLOG CONVERSION MEETS FCF/DEBT RISKS

TRUMP'S WAR ON FRAUD EXPANDS — TREASURY LAUNCHES NEW WHISTLEBLOWER SITE WITH INCENTIVES

$AMT

U.S. CONSUMER CONFIDENCE IS SLIPPING FOR THE THIRD STRAIGHT MONTH AS JOB MARKET WORRIES DEEPEN - QZ

TRUMP SAYS ‘GOOD CHANCE’ OF PROGRESS IN IRAN TALKS. WHAT WE KNOW - ALJAZEERA

VIX of VIX at the 90th %ile while indices sit at multi-month highs — that’s a tension worth watching

$CNC 8-K earnings — Q2 FY26

$NVDA

‘WAR CRIMINAL’: PROTESTERS CONFRONT NETANYAHU MOTORCADE IN WASHINGTON DC - ALJAZEERA

BYD LAUNCHES FIRST KEI MINICAR IN JAPAN, CHALLENGING A DOMESTIC STRONGHOLD - NIKKEI

VIX of VIX at the 92nd %ile while spot VIX is only at the 62nd. That gap is a good signal—market is pricing a volatility explosion that hasn’t hit yet

IRAN WAR SPREADS TO RED SEA AND CASPIAN ; NO US ATTACKS FOR FIRST TIME IN TWO WEEKS

BOFA SEES 5 - YEAR TREASURY BOND BEAR MARKET ENDING

SMALL BUSINESSES SUE TRUMP ADMINISTRATION TO STOP LATEST WAVE OF TARIFFS - NBC

VIX of VIX at the 95th %ile and MOVE at the 95th %ile—this isn’t a dip, it’s a vol regime change.

Another master class in central bank communication from President Christine Lagarde at today’s ECB press conference. Notably:

AMD’S RIVALRY WITH NVIDIA IS INCREASINGLY MOVING INTO A NEW REALM - MARKETWATCH

JAPANESE SATELLITE OPERATOR SEEKS SOUTHEAST ASIA DEMAND ON CHINA TENSIONS - NIKKEI

$NVCR 8-K earnings — Q2 FY26

$COCO 8-K earnings — Q2 FY26

$KN 8-K earnings — Q2 FY26

10-YEAR TREASURY YIELD CLIMBS TO HIGHEST LEVEL SINCE JANUARY 2025 AS OIL PRICE SURGE SPARKS INFLATION FEARS - YAHOO

Futures are leaning risk-off but not panicked—skew is screaming while spot VIX is just “elevated”

WHICH MIDDLE EAST NATIONS HAVE NUCLEAR PROGRAMMES, AND HOW WERE THEY BUILT? - ALJAZEERA

SAUDIS MUST RECOGNISE ISRAEL FOR NUCLEAR DEAL, SAYS TRUMP - BBC

IRAN, HOUTHIS STRIKE TANKERS AS US BOMBING CONTINUES: WHAT’S THE LATEST? - ALJAZEERA

INDIAN ACTIVIST WANGCHUK SETS CONDITIONS TO END HUNGER STRIKE - ALJAZEERA