Market Signals

Prime Medicine has treated the first person with in-body prime editing, rewriting liver DNA to target Wilson disease. Results are due next year. In vi

BOB RUBIN: “.. When I talk to leaders in business and politics, .. they do not tend to take Mr. Trump’s attacks on voting seriously. That’s another wa

Grupo Bimbo raises 2026 adjusted EBITDA margin expansion outlook to 85-120 bps as North America transformation continues

U.S. jobless claims fell to 194,000 last week, lowest since July

Enterprise Financial is guiding to mid- to high single-digit loan growth through 2026, with Laguna OREO monetization targeted for Q1 2027. That is a m

Young investors are betting on prediction markets and crypto. But this bestselling author says the boring money moves still work.

WesBanco outlines mid-single-digit 2026 loan growth and sees Q4 2026 NIM 1-2 bps below 3.60% while expanding Florida and Tennessee

Ttm forecasts 2027 net sales of $6.5B-$6.75B as it plans $400M added N+M capacity expansion

Phoenix Energy filed for a $500M IPO with $1.11B of revenue, up 144%, but only $7.7M of net income against $1.82B of debt. Cash flow does not cover de

Firebird Services files for a $500M IPO. The North Dakota oil & gas operator runs a three-pronged strategy: drilling operated working interests, buyin

Firebird Marketing (Delaware LLC formed March 2025, marketing affiliate-operated oil & gas production) files for a $500M IPO. Headline: $1.11B revenue

Phoenix Operating just filed for a $500M IPO. The oil & gas company runs a three-pronged play across the Williston, Powder River and DJ Basins — drill

Phoenix Capital Group Holdings just filed for a $500M IPO. The oil & gas company runs a three-pronged strategy: operated drilling, royalty/mineral acq

First BanCorp targets 3%-5% 2026 loan growth as board approves $350M buyback

Community Heritage Financial announces 5% share repurchase program

Long scan: China (MCHI), Thursday, October 22, 2026. BOOK: 6m +7.0%..+8.8%, median conf 91 DOMINANT DRIVER: earnings yield vs bonds in 6 of 10

Msc industrial expects Q1 ADS growth of 9.5%-10.5% while shifting to an AI-first modular tech approach

Northrim BanCorp, PBCO Financial shareholders approve acquisition of PBCO

Neo Aeronautics ($NEOA) just filed an amended S-1. The Singapore-based electric VTOL developer is pre-revenue and looking to raise roughly $25M on the

AMC Robotics just hit the public markets — the security camera e-commerce player (YI dome, home & outdoor cams) listed via SPAC merger, raising ~$10.2

SMBC expects mid-single-digit fiscal 2027 loan growth as 100 bp rate hike modeled to cut NII about 1%

Markets are pricing in long-term AI winners. This veteran investor says history proves customers win more than innovators.

Nasdaq outlines $2.55B-$2.58B 2026 expense range while preparing 23/5 trading and a first-half Nasdaq Equity Token launch

Northrop Grumman Q3 2026: Crushing Baseline Models With A $109.6B Backlog And Margin Inflection

Medpace forecasts 2026 EPS of $17.97-$18.32 as $1B buyback authorization replaces prior program

Legal AI unicorn Legora raised $550M at an $8.8B valuation, with ARR topping $200M and doubling in under six months. Nvidia's NVentures was an earlier

Oil is up more than 2% with Middle East tension still elevated, long-term Treasury yields are at a one-month low, and Lockheed Martin is up nearly 4%

SpaceX AI launches partner network with names like Nvidia, Databricks, Bain

American Express Q3 print: consensus $4.49 EPS on $20.12B revenue. The setup is card spending and revenue growth vs rising expenses, so expense contro

Explained: As China announces licensing for tunnel boring machines, how it will impact India and what the Modi government is doing to curb import depe

Lazard stock dips as Q3 revenue, EPS miss estimates on limited number of deal 'pull-forwards'

reAlpha Tech Corp (Nasdaq: AIRE) is an AI-powered real estate tech play — commission-free homebuying, mortgage and title services. The headline: a $0.

S&P 500 short scan is broad and ugly: all 10 negative 6m expected return, median conf 79. Dragged most: earnings yield vs bonds in 7 of 10. Consumer D

Aspen Neuroscience files S-1/A for its Nasdaq IPO, and $ASPE is a pure binary on sasineprocel, an iPSC-derived dopaminergic neuron therapy for Parkins

The scan is leaning hard on earnings yield vs bonds. 7 of 10 names. Median conf 81. Book +14.1% to +20.2%. Consumer Defensive 3, Financial Services 2,

📊 S&P 500 Q3 2026 Earnings Update — Mid-season

The scan says sell the leaders: Fast Retailing Co., Ltd. ($9983.T) -22.7% conf 74 and HOYA Corporation ($7741.T) -22.6% conf 71 sit at the bottom. Ear

Earnings yield vs bonds is the whole scan: 10 of 10 names. That is where the model is putting its weight. Book +18.2% to +30.5%, median conf 75. Vol n

Bloomberg reports DeepSeek raised about 100B yuan ($15B), China's largest AI raise, after twice lifting its target from 50B to 80B to 100B. CATL ($300

Palm oil prices are expected to stay high into next year as drought hits Southeast Asian output and biodiesel demand tightens the market, analysts say

ElevenLabs launched realtime voice models Mini and Max, with Max scoring 98.8% on Big Bench Audio and a 0.57s first audio response. The Nvidia-backed

US Treasury yields slip as AI concerns boost safe haven demand ahead of 20 year auction

Rezera filed for an IPO with ruvonoflast, an oral NLRP3 inhibitor that cleared Phase 2 in peripheral artery disease and goes into a Phase 3 registrati

The OCC finalized its GENIUS Act rule, giving payment stablecoin issuers a federal framework for reserve backing, redemption and risk management. Comp

Arista Networks: No Pricing Power And No Durable Business Model

Long scan: China (MCHI), Wednesday, October 21, 2026. BOOK: 6m +7.0%..+8.8%, median conf 91 DOMINANT DRIVER: earnings yield vs bonds in 6 of 10

📊 S&P 500 Q3 2026 Earnings Update — Mid-season

China (MCHI) top 10 shorts: all 10 sit at -6.6% to -4.9%, median conf 72. Downside risk and vol are dragging most. Every name is bottom 2% univ, sec r

EU FISH LANDINGS STAND AT €5.5BN IN 2025 – EUROSTAT

The scan is bearish. Top 10 all negative 6m, -23.3% to -16.7%, median confidence 84. The common drag is earnings yield vs bonds in 10 of 10. Not a sto