Market Signals

OPENDOOR TECHNOLOGIES: I REMAIN BEARISH AFTER WEAK Q2 EARNINGS - SEEKINGALPHA

📊 10Y-2Y Treasury Spread: 44.7 bp (+1bp)

📊 10Y-3M Treasury Spread: 85.0 bp (-0bp)

📊 Real Yield Trend: 2.43% (13-week change: +0bp, rising)

$96 BILLION JAPAN BOND LOSSES PUT AMERICA DEBT AND BITCOIN ON ALERT

CFTC COT: Dealer/Intermediary USD/JPY net short at 10th percentile (3Y) — extreme_short

BIG BREAKING : TRUMP GIVES UPDATE ON IRAN , SUGGESTS HE CHANGING STRATEGY … – THE RIGHT SCOOP

$NET — CLOUDFLARE CLASS A

$DOCS (Doximity) — 8-K: DOCS Q1 FY27: Adj. EPS $0.29 smashes consensus by +81.2%.

SECRETARY OF THE TREASURY SCOTT BESSENT, COMPTROLLER OF THE CURRENCY JONATHAN GOULD HIGHLIGHT COMMUNITY BANK COMEBACK AT ARIZONA BANKERS ASSOCIATION R

JIM CRAMER PRAISES EXCHANGE DUOPOLY CME GROUP ( CME ) AND CBOE ( CBOE )

$VMI — VALMONT INDS INC

$Q — QNITY ELECTRONICS

$RVTY — REVVITY

US EMPLOYERS UNEXPECTEDLY CUT 23 , 000 JOBS AMID STRAIN FROM THE IRAN WAR , UNEMPLOYMENT DIPS TO 4.1 %

$PLTR — PALANTIR TECHNOLOGIES CLASS A

INSIDE OKLO'S 14% JUMP (Q2 EARNINGS REVIEW) - SEEKINGALPHA

BYBIT SUES NORTH KOREA AND LAZARUS GROUP OVER $1.5 BILLION HACK, SECURES ASSET FREEZE - COINDESK

CHILD AMONG THREE KILLED IN RUSSIAN MISSILE ATTACKS NEAR KYIV - BBC

CONTRIBUTOR: ONE KEY ELEMENT IS MISSING FROM THE ISRAEL-GAZA PEACE DEAL - LATIMES

NU HOLDINGS Q2 EARNINGS PREVIEW: TAKE ADVANTAGE OF A CLEAR CATALYST AND A COMPELLING VALUATION - SEEKINGALPHA

TWO REASONS WHY NVIDIA’S STOCK SAW ITS BIGGEST WEEKLY SURGE IN MORE THAN A YEAR - MARKETWATCH

Two initial takeaways from a US Jobs Report that saw job creation fall well short of consensus (-23,000 vs. +80,000 expected), accompanied by heavy do

MCKESSON: SOLID Q1 EARNINGS AND MANAGEMENT EXECUTION (RATING UPGRADE) - SEEKINGALPHA

STOCKS RISE , TREASURY YIELDS FALL AFTER JOBS CUT REPORT | THE ARKANSAS DEMOCRAT - GAZETTE

$BMY — BRISTOL MYERS SQUIBB

US USES POKEMON, NARUTO IN MEMES 'WITHOUT CONSENT', GETS A WARNING FROM JAPAN - NDTV

KEYERA: BECOMING CANADA'S NGL CLEARINGHOUSE - SEEKINGALPHA

RUPEE STEADY AS OIL FIRMS BUY DOLLARS - ECONOMICTIMES

US SANCTIONS 7 OVER IRAN’S DIGITAL ASSET NETWORK - ECONOMICTIMES

$NVDA — NVIDIA

SOME LOSSES FOR THE DOLLAR AHEAD OF THE NFP

BIMINI CAPITAL MANAGEMENT, INC. (BMNM) Q2 2026 PRESS CONFERENCE CALL TRANSCRIPT - SEEKINGALPHA

TREASURY YIELDS FALL AS JOBS REPORT DASHES HIKE BETS

PROJECT 2025: AS MIDTERMS NEAR, TRUMP’S WINDOW FOR ACTION MIGHT BE CLOSING - CSMONITOR

JOHNSON OUTDOORS ANTICIPATES $5M-$6M FULL-YEAR TAX EXPENSE AS TARIFF REFUNDS FADE - SEEKINGALPHA

TRULIEVE ANTICIPATES AT LEAST $225M IN 2026 OPERATING CASH FLOW WHILE RAISING CAPEX OUTLOOK TO $95M - SEEKINGALPHA

CENTURY CASINOS TARGETS NET DEBT-TO-EBITDA WELL BELOW 6X BY YEAR-END AS 2026 CAPEX IS SET AT $15M - SEEKINGALPHA

TRUMP DOUBLES DOWN ON CREDIT CARD COMPETITION ACT AS MERCHANTS PAID $198 BILLION IN SWIPE FEES LAST YEAR - YAHOO

CYBERSECURITY DECOUPLES FROM SAAS AS AI THREATS SURGE - CITRINI - SEEKINGALPHA

$FSLR — FIRST SOLAR

WATCH THE OPENAI HUGGING FACE PRESENTATION THAT PEOPLE ARE CALLING A 'HOLY %{*#^' MOMENT IN AI - BUSINSIDER

RYMAN OUTLINES $400M-$500M 2026 CAPEX PLAN WHILE ESTIMATING GAYLORD OPRYLAND TO CROSS $200M ADJUSTED EBITDARE - SEEKINGALPHA

PLAINS TARGETS $400M-$450M 2026 GROWTH CAPEX WHILE ADDING 75,000 BPD CACTUS III CAPACITY - SEEKINGALPHA

GLOBAL PARTNERS OUTLINES 2026 EXPANSION CAPEX OF $75M-$85M AS IT REDEEMS SERIES B PREFERRED UNITS - SEEKINGALPHA

TARGET HOSPITALITY Q2 2026 EARNINGS PREVIEW - SEEKINGALPHA

BARRICK MINING Q2 2026 EARNINGS PREVIEW: Y/Y GROWTH EXPECTED - SEEKINGALPHA

PERION NETWORK Q2 2026 EARNINGS PREVIEW - SEEKINGALPHA

AXSOME THERAPEUTICS Q2 2026 EARNINGS PREVIEW - SEEKINGALPHA

LOK SABHA PASSES BILL GRANTING TAX EXEMPTION TO FOREIGN BOND INVESTORS - NDTV