Market Signals

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

GLOBAL-E ONLINE Q2 2026 EARNINGS PREVIEW - SEEKINGALPHA

WALL STREET GIANTS HAND NVIDIA $500BN TO FUND BOOM IN AI PROJECTS - BBC

WHAT’S BEHIND IRAN’S NEW MILITARY APPOINTMENTS AND WHAT DO THEY INDICATE? - ALJAZEERA

BRAINSWAY Q2 2026 EARNINGS PREVIEW - SEEKINGALPHA

FERVO ENERGY COMPANY Q2 2026 EARNINGS PREVIEW - SEEKINGALPHA

$EME — EMCOR GROUP INC

$GMED (GLOBUS MEDICAL) — 8-K: GMED Q2 FY26: Adj. EPS $1.34 smashes consensus by 19.6%

ITURAN LOCATION Q2 2026 EARNINGS PREVIEW - SEEKINGALPHA

KONTOOR BRANDS Q2 2026 EARNINGS PREVIEW - SEEKINGALPHA

TELEDYNE: VAREX ACQUISITION STRENGTHENS THE BUY CASE - SEEKINGALPHA

$SNDK — SANDISK CORP

NANYANG BIOLOGICS ADVANCES $1.5B NASDAQ LISTING PLAN - SEEKINGALPHA

$STX 8-K earnings — Q4 FY26

TRADING PLATFORM ETORO'S Q2 EARNINGS BEAT EXPECTATIONS, REVENUE HIT BY CRYPTOASSETS - SEEKINGALPHA

MICROSOFT PLANNING NEW AI CHIP BODES WELL FOR MARVELL, TSM: WEDBUSH - SEEKINGALPHA

NVIDIA TEAMS WITH WALL STREET FIRMS TO HELP FINANCE $500 BILLION FOR AI INFRASTRUCTURE - MARKETWATCH

US STOCK MARKET: SENATE MOVES TO ADVANCE CRYPTO CLARITY ACT IN MAJOR WIN FOR TRUMP, INDUSTRY - ECONOMICTIMES

STONEX: POST-EARNINGS UPDATE; UPGRADING TO BUY - SEEKINGALPHA

OPENAI TO LAUNCH PREMIUM SEATS FOR CHATGPT BUSINESS FOR MORE USAGE - SEEKINGALPHA

HOW AND WHEN TO USE ARTIFICIAL INTELLIGENCE IN YOUR SCIENCE JOB APPLICATION - NATURE

$CSGP 8-K earnings — Q2 FY26

$POOL — POOL

$AVY — AVERY DENNISON CORP

FCNR (B) FD PREMATURE WITHDRAWAL RULES EXPLAINED - ECONOMICTIMES

DHOOT, MILKY MIST OR MOLBIO? WHAT SHOULD INVESTORS PICK IN RS 7,000 CRORE IPO RUSH THIS WEEK - ECONOMICTIMES

RETAIL INVESTORS MAKE RS 18,000 CRORE BOLD CONTRA BET ON 6 FALLING BLUECHIP STOCKS. WILL IT PAY OFF? - ECONOMICTIMES

LALITHAA JEWELLERY MART IPO PRICE BAND FIXED AT RS 190-201 FOR RS 1,700 CRORE IPO; ISSUE OPENS ON AUGUST 17 - ECONOMICTIMES

$BXP 8-K earnings — Q2 FY26

$TXN — TEXAS INSTRUMENT INC

$CIEN — CIENA

$EXLS — EXLSERVICE HOLDINGS

📊 10Y-2Y Treasury Spread: 47.0 bp (+2bp)

📊 10Y-3M Treasury Spread: 90.2 bp (+5bp)

$HRL — HORMEL FOODS CORP

THIS NVIDIA CHANGE COULD SPELL GOOD NEWS FOR MICRON - MARKETWATCH

GCT SEMICONDUCTOR EXPECTS 2H 2026 5G CHIPSET SHIPMENTS TO EXCEED 1H AS IT SECURES WAFER CAPACITY THROUGH Q1 2027 - SEEKINGALPHA

FERMI SURGES AFTER SECURING FIRST DATA CENTER LEASE IN $6.5B DEAL - SEEKINGALPHA

DORCHESTER MINERALS: CHEAP ROYALTY PLAY DESPITE OIL PRICE HEADWINDS - SEEKINGALPHA

USA RARE EARTH, INC. 2026 Q2 - RESULTS - EARNINGS CALL PRESENTATION - SEEKINGALPHA

SILICOM LTD: CHEAP ON ITS CORE BUSINESS WITH EXPLOSIVE AI INFERENCE OPPORTUNITY - SEEKINGALPHA

CEREBRAS SYSTEMS LONG-TERM VIEW: DELIVERY SPEED IS THE NEXT FRONTIER OF AI - SEEKINGALPHA

NATURAL GAS SERVICES DECLARES $0.15 DIVIDEND - SEEKINGALPHA

TRUMP SIGNS EXECUTIVE ORDER TO CHANGE CHILDHOOD VACCINE SCHEDULE - ABC

$TSCO 8-K earnings — Q2 FY26

FAUCI DISCUSSED COVID MRNA VACCINE CONCERNS FOR PREGNANT WOMEN IN TEXT CHAIN RELEASED BY SENATE COMMITTEE - FOX

$XEL — XCEL ENERGY INC

TRUMP’S LATEST SWING AT BIRTHRIGHT CITIZENSHIP MIGHT SEND ISSUE BACK TO COURTS - CSMONITOR

$BRKR — BRUKER

TERRESTRIAL ENERGY Q2 2026 EARNINGS PREVIEW - SEEKINGALPHA