Market Signals

$CACI (CACI INTERNATIONAL INC /DE/) — 8-K: CACI Q4 FY26 adj. EPS $8.91 smashes consensus by 23.2%

SHIPROCKET RAISES RS 727 CRORE FROM ANCHOR INVESTORS AHEAD OF IPO LAUNCH - ECONOMICTIMES

$STE — STERIS

$ORCL — ORACLE

$RKLB (Rocket Lab) — 8-K: RKLB Q2 FY26 revenue surges 62% to $234M, net loss narrows.

ASTRONOMER'S TIPS FOR A GOOD SOLAR ECLIPSE VIEWING - CBS

$RTX — RTX CORP

$APPF — APPFOLIO INC CLASS A

$HXL — HEXCEL CORP

$DAL — DELTA AIR LINES INC

THE 4 % RULE TURNS $500 , 000 INTO $1 , 667 A MONTH . A TIPS LADDER PAYS ABOUT $2 , 340 , GUARANTEED . ALMOST NOBODY BUILDS ONE .

$HUBS — HUBSPOT INC

$SSNC — SS AND C TECHNOLOGIES HOLDINGS

$MAN — MANPOWER INC

AEVEX CORP. Q2 2026 EARNINGS PREVIEW - SEEKINGALPHA

$ILMN — ILLUMINA INC

INOVIO PHARMACEUTICALS Q2 2026 EARNINGS PREVIEW - SEEKINGALPHA

COURT ASKED TO BLOCK TRUMP'S 2ND EXECUTIVE ORDER TARGETING BIRTHRIGHT CITIZENSHIP - ABC

WHERE THE NEXT $1.3 TRILLION OF CAPEX GETS SPENT - SEEKINGALPHA

$NXPI 8-K earnings — Q2 FY26

ALLISON TRANSMISSION HOLDINGS DECLARES $0.29 DIVIDEND - SEEKINGALPHA

IYT: QUIETLY POWERING BLUE CHIPS HIGHER, DESPITE $4 GASOLINE - SEEKINGALPHA

AURORA CANNABIS JUMPS AFTER CURALEAF SAYS IT WILL MAKE A TAKEOVER OFFER (UPDATE) - SEEKINGALPHA

CME TO OFFER 24X7 TRADING IN 100-OUNCE SILVER FUTURES FROM SEPTEMBER - ECONOMICTIMES

EAGLEROCK OUTLINES $129M-$133M 2026 NORMALIZED ADJUSTED EBITDA GUIDANCE AS IT ADVANCES PERMIAN ACQUISITION STRATEGY - SEEKINGALPHA

OPENAI LOSES ANOTHER TOP EXECUTIVE, AS BRAD LIGHTCAP LEAVES 'TO START SOMETHING NEW' - BUSINSIDER

ALTIMMUNE Q2 2026 EARNINGS PREVIEW - SEEKINGALPHA

NEBIUS PREVIEW: BURRY SHORT PUTS FOCUS ON AI INFRASTRUCTURE EXECUTION - SEEKINGALPHA

$MCHP (MICROCHIP TECHNOLOGY) — 8-K: MCHP Q1 FY27 EPS $0.76 smashes consensus by 28.8%.

SOLID 3Y AUCTION STOPS THROUGH AHEAD OF TOMORROW'S CPI REPORT - ZEROHEDGE

KAMADA Q2 2026 EARNINGS PREVIEW - SEEKINGALPHA

TESLA BUILT A STARLINK INTERNET DISH INTO ITS CYBERCAB ROBOTAXI - BUSINSIDER

MAREX GROUP 2026 EARNINGS PREVIEW - SEEKINGALPHA

ZELENSKY CLAIMS NORTH KOREA SENDING UP TO 50K TROOPS TO RUSSIA, PRESSES SEOUL TO SEND MISSILES - ZEROHEDGE

FORMER MARINE HELD IN RUSSIA FOR MORE THAN 4 YEARS HAS BEEN RELEASED - NBC

SIMILARWEB Q2 2026 EARNINGS PREVIEW - SEEKINGALPHA

NATIONAL VISION HOLDINGS Q2 2026 EARNINGS PREVIEW - SEEKINGALPHA

OPENAI SPECIAL PROJECTS LEAD, FORMER COO BRAD LIGHTCAP TO DEPART - THEINFORMATION

RISKIFIED Q2 2026 EARNINGS PREVIEW - SEEKINGALPHA

MILESTONE PHARMACEUTICALS Q2 2026 EARNINGS PREVIEW - SEEKINGALPHA

NATURAL GAS SERVICES GROUP, INC. (NGS) Q2 2026 EARNINGS CALL TRANSCRIPT - SEEKINGALPHA

AI CAPEX TO HIT $1 TRILLION - AND ESTIMATES ARE STILL TOO LOW - SEEKINGALPHA

$NTNX — NUTANIX INC CLASS A

$FE — FIRSTENERGY CORP

SUMMIT MIDSTREAM TIGHTENS 2026 ADJUSTED EBITDA GUIDANCE TO $235M-$255M WHILE RAISING CAPEX TO $100M-$120M - SEEKINGALPHA

META: THE MISPRICED EMBEDDED AI CALL OPTIONS - SEEKINGALPHA

$LNT — ALLIANT ENERGY CORP

WHITEFIBER, INC. Q2 2026 EARNINGS PREVIEW - SEEKINGALPHA

📊 ICE BofA BBB Corporate OAS: 0.97 bp (+0bp)

📊 ICE BofA US High Yield OAS: 2.70 bp (+0bp)