Market Signals

📊 10-Year Breakeven Inflation: 2.25 % (+0.01pp)

NVIDIA: THE VERA EDGE AND THE POISON PILL OF CIRCULAR FINANCING - SEEKINGALPHA

ZIONS BANCORPORATION: VISA GAIN, CORE LOAN GROWTH, CHEAP - SEEKINGALPHA

SA ANALYST UPGRADES/DOWNGRADES: SNDK, TSM, NFLX, YUMC - SEEKINGALPHA

BIGGEST STOCK MOVERS TUESDAY: NBIS, MMM, TSM, AND MORE - SEEKINGALPHA

FACT SHEET: PRESIDENT DONALD J. TRUMP TAKES FURTHER ACTION TO ADJUST IMPORTS OF ALUMINUM INTO THE UNITED STATES

📊 10-Year Breakeven Inflation: 2.24 % (+0.02pp)

NZS GROWTH EQUITY ADDS NVIDIA, BOOSTS STAKES IN ASML AND AXON AMONG Q2 MOVES - SEEKINGALPHA

INVESCO KBW HIGH DIVIDEND YIELD FINANCIAL ETF DECLARES $0.135 MONTHLY DIVIDEND - SEEKINGALPHA

FLOWERS FOODS: THE DEAL BEHIND ITS FIRST DIVIDEND CUT IN 24 YEARS - SEEKINGALPHA

MEDIATORS FLOAT 10-DAY CEASEFIRE AS PEZESHKIAN TELLS CITIZENS IRAN ENGAGED IN 'FULL-SCALE WAR' - ZEROHEDGE

NVIDIA: THE BUBBLE THAT NEVER WAS - SEEKINGALPHA

CHINESE 'KIMI K3' SHOCK TRIGGERS AI SEMICONDUCTOR PLUNGE - GNEWS

SKY NEWS PAUSED FOR BREAKING ALERT IN DEVASTATING BLOW TO TRUMP : WORTHLESS

NVIDIA, CXL, AND THE BATTLE TO IMPROVE AI INFERENCE ECONOMICS - SEEKINGALPHA

APPLE RECLAIMS WORLD’S LARGEST MARKET CAP FROM NVIDIA - SEEKINGALPHA

📊 10-Year Breakeven Inflation: 2.23 % (-0.02pp)

BIGGEST OPPORTUNITY IN THE MARKET RIGHT NOW: NVIDIA, SAYS GMO’S TOM HANCOCK - SEEKINGALPHA

I AM BUYING THE AI BOOM WITHOUT THE BUBBLE RISK: LONG MICRON, SHORT NVIDIA - SEEKINGALPHA

TSMC Q2: STILL ONE OF THE BEST AI STOCKS TO OWN - SEEKINGALPHA

TSMC POSTS RECORD PROFIT AS AI CHIP DEMAND FUELS 77.4% SURGE - NIKKEI

GOLD EDGES LOWER BUT HOLDS ABOVE $4,000 AFTER LATEST U.S. INFLATION DATA - SEEKINGALPHA

TRUMP RAILS AGAINST NEW YORK DATA CENTER MORATORIUM, CALLS IT 'TERRIBLE DECISION' - SEEKINGALPHA

TRUMP PRESSURES ICE TO RESUME TRAFFIC STOPS AFTER THEY WERE HALTED OVER FATAL SHOOTINGS - NYT

US ECONOMIC ACTIVITY BROADENS TO ALMOST ALL FEDERAL RESERVE DISTRICTS: BEIGE BOOK - SEEKINGALPHA

M&T OUTLINES FULL-YEAR NII IN THE LOWER HALF OF $7.2B-$7.35B RANGE AS LOAN GROWTH ACCELERATES - SEEKINGALPHA

ASML FORECASTS 2026 NET SALES OF €43B-€45B AS IT PLANS ~30% LOW-NA EUV CAPACITY INCREASE FOR 2027 - SEEKINGALPHA

TWO - YEAR TREASURY YIELD HITS HIGHEST LEVEL SINCE EARLY 2025 , WILL THE FED STAY TOUGH ON INFLATION ? | 2026 - 07 - 15 | INVESTING NEWS

FUTURES RISE AFTER BLOWOUT ASML EARNINGS BOOST TECH SENTIMENT - ZEROHEDGE

ASML RAISES OUTLOOK ON STRONG ORDERS FOR ADVANCED CHIPMAKING EQUIPMENT - YAHOO

TRUMP THREATENS TO BOMB BRIDGES AND POWER PLANTS UNLESS IRAN RESUMES TALKS - BREAKING NEWS

TRUMP IMMEDIATELY BACKS DOWN ON 20 % FEE FOR STRAIT OF HORMUZ

IRAN UNEXPECTEDLY BACKS TRUMP’S PLAN TO CHARGE SHIPS IN STRAIT OF HORMUZ — THEN DECLARES TEHRAN WILL COLLECT THE MONEY - YAHOO

NVIDIA, MITSUBISHI HEAVY MULL TEAM UP FOR AI DATA CENTER COOLING, POWER: REPORT - SEEKINGALPHA

MORGAN STANLEY ANALYSIS: AI CAPEX COULD REACH $1.4 TRILLION BY 2028—HOW WILL META MONETIZE IT? - 富途牛牛 - GNEWS

WILL MANILA AND HANOI’S MARITIME DEAL CHALLENGE BEIJING IN THE SOUTH CHINA SEA? - SCMP

SEMTECH SEES NEEDHAM REITERATE BUY ON 2026–27 DEMAND, RECORD BACKLOG - SEEKINGALPHA

BREAKING DOWN TRUMP AND LINDSEY GRAHAM'S RELATIONSHIP - CBS

TRUMP SAYS U.S. AGREED TO IRAN’S REQUEST TO CONTINUE TALKS, BUT CEASEFIRE IS OVER - NBC

IRAN LIVE UPDATES: TRUMP AGREES TO CONTINUE TALKS WITH IRAN, BUT CEASEFIRE IS 'OVER' - ABC

GUNS FALL SILENT AS TRUMP SAYS US-IRAN TALKS ON AGAIN, BUT INSISTS 'IN NO UNCERTAIN TERMS, CEASEFIRE IS OVER' - ZEROHEDGE

US-IRAN WAR: WILL PEACE TALKS RESUME, AND WHEN? - ALJAZEERA

FUNDSMITH ADDS APPLOVIN, TSMC, UBER; EXITS NIKE, LVMH, NOVO NORDISK AMONG 1H MOVES - SEEKINGALPHA

TRUMP SAYS CEASEFIRE IS 'OVER' AS U.S. LAUNCHES MORE STRIKES ON IRAN - PBS

NVIDIA FLASHES BUY SIGNALS AT DECADE-LOW VALUATION - 22V - SEEKINGALPHA

NVIDIA IN FOCUS AS NEMOTRON 3 ULTRA AI MODEL SURPASSES CLOSED MODELS IN COST - SEEKINGALPHA

NVIDIA: IT'S ABOUT TO GET MUCH WORSE - SEEKINGALPHA

META: THIS STOCK IS HEATING UP AGAIN AS CAPEX CYCLE NEARS ITS PEAK - SEEKINGALPHA

NVIDIA RISES AS IT LOOKS TO PARTNER WITH COMPETITORS; CHINA REPORTEDLY ALLOWS SALES - SEEKINGALPHA

TRUMP SAYS CEASEFIRE ‘OVER’ AFTER US, IRAN TRADE ATTACKS - ALJAZEERA