Market Signals

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

Trump sued over Canadian tariffs in latest legal challenge

The scan is putting weight on one thing: earnings yield vs bonds, 10 of 10 names. Book runs +17.5% to +30.8%, median conf 87. Konica Minolta, Inc. ($4

Behind the daily service of 6 trillion tokens, how does SenseTime's large-scale computing infrastructure improve inference efficiency?

Asian shares mostly decline after AI stocks lead a rebound on Wall Street - Asahi Shimbun

Musk says SpaceX and Tesla have begun discussing a possible merger, confirming the long-rumored combination on the earnings call. SpaceX just posted 1

Earnings Snapshot: SpaceX posts $4.40B profit as Q3 revenue soars 162% YoY

Retiring Republican Senator warns GOP: Trump's coalition may not last

DayOne Data Centers Seeks IPO On Soaring Demand

GM signals $20B multiyear buyback authorization while targeting 4-5x Super Cruise penetration in full-size trucks in 2027

Mercantile Bank forecasts 5%-7% annualized 4Q loan growth as it projects $0.6M quarterly cost reduction starting April 1, 2027

Tech reversed a dire session into the close, Dow up more than 1% and the Nasdaq edging green, with crypto names leading the bounce: Circle +9%, Coinba

FEDWATCH, on helium scarcity:

Super Micro Computer Is Getting Cheaper As Its Moat Expands

DeepSeek has unveiled an open-source tool aimed at cutting AI operating costs. Cheaper inference is the thread to pull here, every efficiency gain at

12mo momentum is the dominant drag in 7 of 10 names, and 6mo momentum shows up in all 10. Sector is noise: Industrials 3, Financials 2, Consumer Cycli

Scan says earnings yield vs bonds drags 7 of 10 and short interest drags all 10. Bio-Techne Corporation ($TECH), Healthcare, univ 0%, sec 2%, -22.7%,

The scan is putting weight in top-decile rank, cheapness, and squeeze risk. Earnings yield vs bonds is the dominant driver in 7 of 10, and the book ru

At Kansas rally, Trump focuses closing midterm message on anti-Muslim racism – as it happened

BioAtla files for IPO: clinical-stage biopharma developing conditionally active biologics (CABs) that bind tumor antigens in the acidic tumor microenv

The scan is a broad short: earnings yield vs bonds is the top drag in all 10. All 10 sit in univ 0-4%, so this is rank concentration, not one sector s

The scan is leaning on earnings yield vs bonds. That driver is up in all 10 names. Top of the book: KANSAI ELECTRIC POWER CO INC $9503.T +29.1%, conf

Robots at the Canton Fair are moving from "putting on a show" to "going the distance in real use"

$ADBE, hold 📊 | 6 months thesis

Tsinghua Special Award winner adds another AI startup: GeoPT first author enters physical world models

Amaze Holdings (formerly Fresh Vine Wine) just filed to go public — a legacy low-carb wine producer that acquired creator-commerce platform Amaze Soft

$SOBR Safe filed an S-1/A for a resale prospectus at $0.085, not a fresh offering. The company gets no proceeds from selling securityholders' shares,

RZ Wellness Ltd (Nevada-incorporated, ops in Petaling Jaya, Malaysia) just filed an S-1/A. Business: third-party-sourced dietary supplements plus pack

AIAI Holdings is registering Class A shares for resale, not raising capital, so nothing flows to its balance sheet. The early-stage AI holding company

W. R. Berkley's headline beat is a penny, but the engine is running: net investment income hit $383.5M on a 12.0% jump in the core portfolio, and the

Wintrust Financial GAAP EPS of $3.37 beats by $0.08, revenue of $757.9M beats by $3.54M

AI credit stress is now visible enough that CoreWeave bonds are being talked about as the new barometer for US equities. When the AI buildout trades o

US Moves to Bar DeepSeek From Federal Agencies and Contracts - Bloomberg

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

Cleveland-Cliffs CEO praises Trump after big Q3 earnings beat, blames Canada for Stelco layoffs

Central Garden & Pet is acquiring Burpee, the 150-year-old seed house founded in 1876. George Ball bought the brand in 1991 and rebuilt around quality

Cardinal Infrastructure: Hughes Brothers Deal Deepens Self-Perform Moat As Shares Reprice

Treasury yields are nudging higher as AI fears ebb. The move says risk appetite is stabilizing, and the tape will care more about whether the long end

ImmunityBio: Not Executing At The Level That The Market Is Pricing In