Market Signals

AVERAGE 7Y AUCTION STOPS ON SCREWS AS FOREIGN DEMAND DROPS - ZEROHEDGE

ULTA BEAUTY GAAP EPS OF $6.55 BEATS BY $0.35, REVENUE OF $3.03B BEATS BY $50M - SEEKINGALPHA

FARMMI GAAP EPS OF -$3.25, REVENUE OF $6.39M - SEEKINGALPHA

SENTINELONE NON-GAAP EPS OF $0.08 BEATS BY $0.01, REVENUE OF $291.98M BEATS BY $1.7M - SEEKINGALPHA

EVERGEN INFRASTRUCTURE GAAP EPS OF -$0.01, REVENUE OF $4.75M - SEEKINGALPHA

COELACANTH ENERGY NON-GAAP EPS OF $0.01, REVENUE OF $23.2M - SEEKINGALPHA

BUILD-A-BEAR LOWERS FISCAL 2026 GUIDANCE TO $500M-$525M REVENUE AMID TRAFFIC PRESSURE AND WEAKER SUMMER TRENDS - SEEKINGALPHA

MORNING BID: FALLING OIL CALMS NERVY MARKETS - YAHOO

RUSSIAN MILITARY SERVICEMAN KILLED IN ST PETERSBURG CAR BLAST - ALJAZEERA

A FORMER OPENAI AND THINKING MACHINES CO-FOUNDER IS JOINING GOOGLE DEEPMIND AS A RESEARCH VP - QZ

TRUMP ADMINISTRATION DESIGNATES THREE FAR-LEFT GROUPS AS VIOLENT TERRORIST NETWORKS UNDER NEW SANCTIONS - FOX

GPTY: A 36% AI YIELD WITH A BETTER OPTIONS ENGINE - SEEKINGALPHA

BEST BUY FORECASTS $42.3B-$42.8B FY2027 REVENUE AS IT TARGETS $1.3B MARKETPLACE GMV - SEEKINGALPHA

AI MAY BE GETTING THE BLAME FOR RISING YIELDS. THE DEFICIT SAYS OTHERWISE - SEEKINGALPHA

AMERICANS APPLYING FOR JOBLESS AID SLIPS TO 203,000 AS LAYOFFS REMAIN LOW - ABC

SALESFORCE JUMPS ON AI GROWTH: HERE ARE THE TOP-RANKED SOFTWARE STOCKS - SEEKINGALPHA

Please see below from CNBC for the latest on the US mortgage market.

MOUNTIE BEARS AND BATTLE-READY BEAVERS STAR IN A VIRAL AI-MADE CANADIAN TRADE-WAR ANTHEM - BUSINSIDER

NEWS WRAP: STATES SUE USPS, CHALLENGING TRUMP'S ORDER ON MAIL-IN VOTING - PBS

YMTC is the anchor tenant of Wuhan Optical Valley's 梧桐树 project which seeks to create whole industrial chain for SSD in surrounding area.

SALESFORCE RAISES FY 2027 REVENUE OUTLOOK TO $46.4B AS IT PLANS CLAUDEFORCE GA IN SEPTEMBER - SEEKINGALPHA

BILIBILI 2Q REVENUE MEETS ESTIMATES AS ADVERTISING GROWTH DRIVES PROFIT GAINS - SEEKINGALPHA

SIX MONTHS OF THE IRAN WAR – AS TOLD THROUGH TRUMP’S SOCIAL MEDIA POSTS - ALJAZEERA

CELESTICA COULD BENEFIT MASSIVELY FROM JALAPEÑO CHIP RAMPS (RATING UPGRADE) - SEEKINGALPHA

TRUMP CROSSES LAKE ONTARIO ON MAP, RENAMES IT ‘LAKE AMERICA’ - ALJAZEERA

HOW FAR WILL THE US-CANADA TRADE WAR GO? - ALJAZEERA

NVIDIA’S $279 BILLION SUPPLY-CHAIN GAMBLE - WSJ

TRUMP OFFICIALS THREATEN KENNEDY CENTER DEMOLITION IF COURT BLOCKS RENOVATIONS - BBC

ISRAEL IS NOT HEADING FOR CIVIL WAR - ALJAZEERA

EUROPE MARKETS MIXED AS STRONG NVIDIA OUTLOOK OFFSETS FED RATE-HIKE WORRIES - SEEKINGALPHA

INDIA'S VARROC DEVELOPING RARE EARTH-FREE EV MAGNET TO CUT CHINA RELIANCE - NIKKEI

TRUMP DELIVERS: 14 RECENT WINS YOU MAY HAVE MISSED

JAPAN FAST-TRACKS ANTI-DRONE SYSTEM AMID CHINA’S MILITARY BUILD-UP - SCMP

JAPAN TO ADD 400 BEDS TO DEFENSE FORCE HOSPITALS FOR EMERGENCIES - NIKKEI

IRAN SAYS PERSIAN-LANGUAGE MEDIA OUTLETS 'FUNDED BY CIA' ARE MILITARY TARGETS - ZEROHEDGE

ANOTHER MAJOR RUSSIAN REFINERY UP IN FLAMES AS DIESEL NEARS HISTORIC HIGHS - ZEROHEDGE

📊 Core PCE (Fed Preferred): 130.658 index (+3.34% YoY)

CROWDSTRIKE CLIMBS ON Q2 RESULTS AS 'MYTHOS MOMENT' SEALS SECURITY'S ROLE IN AI - SEEKINGALPHA

EQUINOR EYES MAJOR OIL DISCOVERY OFFSHORE NAMIBIA - YAHOO

DEEP COGITO RAISED $43M TO BUILD AI MODELS THAT TEACH THEMSELVES TO IMPROVE - QZ

DELOITTE AGREED TO PAY $21.5 MILLION TO SETTLE A DOJ PROBE INTO ITS DIVERSITY POLICIES - QZ

YIELDS HIT SESSION HIGH AFTER SUBPAR 5Y AUCTION TAILS FOR 10TH CONSECUTIVE TIME AS FOREIGN BUYERS SHRINK - ZEROHEDGE

AGILENT TECHNOLOGIES NON-GAAP EPS OF $1.62 BEATS BY $0.13, REVENUE OF $1.88B BEATS BY $40M - SEEKINGALPHA

EVERPURE NON-GAAP EPS OF $0.70 BEATS BY $0.12, REVENUE OF $1.2B BEATS BY $100M - SEEKINGALPHA

AI CHIPMAKER ENFLAME SETS SUBSCRIPTION DATE FOR NEAR $900 MILLION SHANGHAI IPO - YAHOO

"THIS IS CRAZY" - FTC CHAIR RESPONDS TO SOARING CHIP COSTS, FLOATS POSSIBLE ANTITRUST ACTION - ZEROHEDGE

DYCOM FORECASTS $7.48B-$7.66B FY2027 REVENUE AS $150M WIRELESS WORK SHIFTS INTO FY2028 - SEEKINGALPHA

PHOTRONICS EXPECTS FISCAL Q4 REVENUE OF $207M-$227M WHILE WIDENING GUIDANCE RANGE ON DESIGN-RELEASE VISIBILITY - SEEKINGALPHA

OPENAI'S "CHILI CHIP" OVERTHROWS NVIDIA! OLD HUANG'S STOCK PRICE RISES INSTEAD OF FALLING. - QBITAI

T-MOBILE PLANS LAYOFFS, STORE CLOSURES IN WASHINGTON - SEEKINGALPHA