Market Signals

STOCKS MAKING THE BIGGEST MOVES MIDDAY: NIO, BRAIIN, APPLOVIN, SPACEX, SK HYNIX & MORE - CNBC

SENATE DEMOCRATS SEEK HEARINGS ON TRUMP'S CRYPTO HOLDINGS AND FOREIGN INVESTORS

OPENAI POWER CONSOLIDATES UNDER CO-FOUNDER GREG BROCKMAN AHEAD OF PROSPECTIVE IPO - CNBC

META IS BUILDING ITS FIRST BIG CANADIAN DATA CENTER AS AI EXPANSION CROSSES THE BORDER - CNBC

OIL SURGES AS STRAIT OF HORMUZ IS BACK INTO ‘FULL CONFLICT CONDITIONS’ - MARKETWATCH

USED EVS KEEP GETTING MORE EXPENSIVE AMID IRAN WAR, HIGH GAS PRICES - CNBC

TWO TRADERS SUE POLYMARKET OVER DISPUTED RESOLUTION OF STRATEGY BITCOIN SALE MARKET - THEBLOCK

AS OIL EXITS THE ‘DANGER ZONE,’ HERE’S WHAT HISTORY SUGGESTS HAPPENS NEXT FOR STOCKS - MARKETWATCH

TRUMP POSTS A DOCTORED PHOTO PORTRAYING OBAMAS BOARDING AIR FORCE ONE SPRAY-PAINTED WITH GRAFFITI - PBS

WATCH: SEN. CRUZ THANKS TRUMP FOR 'GETTING RID' OF FOLARIN BALOGUN'S WORLD CUP RED CARD - PBS

OPEC+ APPROVES FURTHER OIL OUTPUT INCREASE AS HORMUZ EXPORTS START TO RECOVER - CNBC

(URGENT) KRX ACTIVATES BUY-SIDE SIDECAR FOR KOSPI ON SHARP HIKE - YONHAP

WATCH LIVE: TRUMP ATTENDS THEODORE ROOSEVELT PRESIDENTIAL LIBRARY DEDICATION CEREMONY - PBS

ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF DECLARES $0.0527 DIVIDEND - SEEKINGALPHA

ISHARES NATIONAL MUNI BOND ETF DECLARES MONTHLY DISTRIBUTION OF $0.2886 - SEEKINGALPHA

TRUMP ADMINISTRATION EXPANDS LIST OF GRADUATE DEGREES SUBJECT TO HIGHER BORROWING LIMITS - CNBC

TRUMP SAYS U.S. AND IRAN TO HOLD FRESH TALKS IN QATAR ON TUESDAY FOLLOWING WEEKEND CLASHES - CNBC

(URGENT) SK HYNIX TO NEWLY INVEST 1,100 TLN WON - YONHAP

US AND IRAN EXCHANGE STRIKES AND ACCUSE EACH OTHER OF VIOLATING CEASEFIRE - BBC

U.S. MILITARY ATTACKS IRANIAN TARGETS AFTER COMMERCIAL TANKER HIT IN THE STRAIT OF HORMUZ - CNBC

NYT SLAMS MICROSOFT FOR BUILDING COPYRIGHT-INFRINGING SUPERCOMPUTER FOR OPENAI — via ARSTECHNICA

ON SEMICONDUCTOR STRIKES $7 BILLION DEAL FOR SYNAPTICS IN PHYSICAL AI PUSH — via CNBC

TRUMP MEETS DEFENSE CEOS AS IRAN OPERATIONS STRAIN U.S. MISSILE STOCKPILES — via CNBC

META'S ZUCKERBERG ENTERS THE PREDICTION MARKET ARENA — AGAIN, A STEP BEHIND — via BUSINSIDER

UKRAINE'S LATEST LONG-RANGE STRIKES ON RUSSIA HIT A MAJOR NATURAL GAS PLANT AND SATELLITE COMMUNICATIONS CENTERS — via PBS

META IS DEVELOPING A PREDICTION MARKET APP CALLED ‘ARENA’ AS SECTOR BOOMS: NYT — via COINDESK

HUT 8 TO PAY $2.35 MILLION TO SETTLE INVESTOR SUIT OVER U.S. BITCOIN MERGER — via COINDESK

SOLANA TREASURY FIRM SOLMATE’S LARGEST STAKEHOLDER SUES BOARD FOR SELF-DEALING, FIDUCIARY BREACHES — via THEBLOCK

SAMSUNG REVIEWS HBM SALES STRATEGY, LONG-TERM AGREEMENTS WITH KEY CUSTOMERS — via YONHAP

S&P 500 CLOSES HIGHER, NASDAQ CLIMBS NEARLY 2% AS CHIPS FUEL COMEBACK FROM FED SELL-OFF: LIVE UPDATES — via CNBC

FED CHAIR WARSH EXPECTED TO WITHHOLD 'DOT' FROM CENTRAL BANK'S INTEREST RATE OUTLOOK — via CNBC

SAMSUNG ELECTRONICS TO HOLD EXECUTIVE MEETING TO DISCUSS BUSINESS PLANS FOR H2 — via YONHAP

GAVIN NEWSOM SAYS TRUMP ORDERED DOJ TO INVESTIGATE HIM AND HIS WIFE — via CNBC

KENNY G MOVED VIX CRUSH TO THURSDAY’S TO GIVE A LITTLE “PATTERN INTERRUPT”. 🤣 GOOD NIGHT 😴 HTTPS://T.CO/VBHU3SVBLE — VIA @MARKET_SLEUTH

IF YOU ARE AN ANALYST LOOKING FOR A TITLE TO YOUR NOTE EXPLAINING THE PRICE ACTION IN CME/CBOE, I GOT YOU -

THERE’S HUSTLE THEN THERE’S DOING MAGIC AND MAKING BALLOON ANIMALS AT 9 PM OUTSIDE THE LOCAL ICE CREAM JOINT FOR TIPS HUSTLE. IF THIS DUDE KNOWS WHAT

AS YOU MAY RECALL FROM PRIOR POSTS, DEVELOPMENTS IN JAPAN CAN HAVE IMPLICATIONS FOR GLOBAL MARKETS THROUGH SALES OF ITS MASSIVE HOLDINGS OF FOREIGN SE

🚳🌧️WEEKEND MACRO NOTES. MY BIG TAKEAWAY IS THAT THE KNEE JERK REACTION IN STIR TO THE NFP PRINT IS OFFSIDES - TALKING MY BOOK AND I AM TRYING TO DISCE

THE SURPRISE IN THE US DATA IS THE STABILITY OF THE HEADLINE NON PETROL GOOD DEFICIT IN THE FACE OF A BIG SURGE IN ELECTRONICS IMPORTS (COMPUTERS) FOR

2 BYD commercial vehicle news from this wk:

BREAKING: US AIRSTRIKES HAVE NOW HIT THE SOUTH PARS GAS COMPLEX IN ASALUYEH, BUSHEHR PROVINCE, THE WORLD'S LARGEST NATURAL GAS FIELD, PER INITIAL REPO

VIX UP 5.5%. NO FRIDAY VIX CRUSH 🤣 — VIA @MARKET_SLEUTH

THE AGE OF THE ROCKSTAR CFO

NFP FRIDAY NOTES:

LOOKING AT THE HEAT MAP BELOW 👇, WE SEE THAT THE RIGHT TAIL DRIVERS OF EARNINGS (+20%), MARGINS (15.8%) AND CREDIT SPREADS (73 BPS) CONTINUE TO PROPEL

My alerts: Terminal

FUNDS PARE US GAS NET SHORT BETS FROM 18-MONTH HIGH

ISDA OUT WITH A VERY INTERESTING NEW REPORT IN PREPARATION FOR US TREASURY CENTRAL CLEARING. LOOK FORWARD TO DIGGING INTO IT. @CONKSRESEARCH @SCOTTSKY

TODAY THE VIX HIGH WAS 21.57 WITH A SPY LOW OF $735.53 (CASH SESSION). KEEP THOSE NUMBERS NEAR YOUR TRADING SCREEN. A LOWER SPY PRINT FOLLOWED BY A LO

ANYONE FOLLOWING CHINA'S STOCK MKT IN PAST MONTH CAN SEE THE HUGE BOOM IN ALL AI RELATED STOCKS, NOT UNLIKE THE KOSPI BOOM. SEE PIC ON TOP 20 MKT CAP