Market Signals

NVIDIA JUST GREENLIT THE BIGGEST BUYBACK IN STOCK MARKET HISTORY - BUSINSIDER

JPMORGAN'S BASKET OF CONSUMER STOCKS VULNERABLE TO AGENTIC AI - SEEKINGALPHA

Book range is -6.3% to -4.8% — thin. Median conf 78 doesn't change that. Scan is shorting fading momentum and illiquidity. Common thread: UK-listed na

US STOCK TRENDS (SEPTEMBER 28): MICROSOFT ROSE 3.66%, 10-YEAR US TREASURY YIELD REACHED 5.23% INTRADAY - GNEWS

NVIDIA: THE VALUATION HAS GOTTEN TOO CHEAP, I'M UPGRADING TO A BUY - SEEKINGALPHA

Scan says short the board: 6m -12.4% to -9.8%, median conf 92. Not sure people appreciate: all 10 are univ 0-2%. Dominant driver is earnings yield vs

NVIDIA UNVEILS MASSIVE $150B INCREASE TO SHARE BUYBACK PROGRAM - SEEKINGALPHA

Quant is leaning into cheap, shorted, yield-sensitive names: 6m expected returns +9.2% to +11.9%, median conf 94. Earnings yield vs bonds is universal

CitroTech Inc. (NYSE American: CITR) files for IPO — a Wyoming maker of sustainable fire inhibitor products moving into wildfire defense systems. This

WHITE HOUSE REPORTERS FLOAT SOME SURPRISE CHOICES ON WHICH REPUBLICANS COULD RUN FOR PRESIDENT AFTER TRUMP - FOX

NVIDIA: SPOT THE REAL ASSET AND TRADE FROM A POSITION OF KNOWLEDGE, NOT ENTHUSIASM - SEEKINGALPHA

China (MCHI) short scan: 6m -6.0%..-4.1%, median conf 71, every name univ 0-2% and sec 1-4%. The drag is common — earnings yield vs bonds in 5 of 10.

CAMPBELL'S: THE DIVIDEND CUT ADDS FUEL FOR THE TURNAROUND - SEEKINGALPHA

All 10 are shorts and all 10 print the same top driver: earnings yield vs bonds. Not one name escapes it. Industrials and Consumer Cyclical lead the c

AUGMONT ENTERPRISES SHARES RALLY 10% AS NSE EMPANELS COMPANY FOR EGR ECOSYSTEM - ECONOMICTIMES

US AND CHINA LIST CHRISTMAS ORNAMENTS, LUMBER, CAMELS FOR TARIFF CUTS - NIKKEI

NSE SHARES FALL 2%, SLIP BELOW IPO PRICE, BUT ANALYSTS’ TARGET PRICES GO UP TO RS 2,050. TIME TO BUY? - ECONOMICTIMES

The scan is one factor: earnings yield vs bonds is the top driver in 10 of 10. Median conf 91, book +6.2% to +12.8%. Steep curve, normal credit. Model

BSE SHARES FALL 2%, DOWN 30% IN 4 MONTHS. WHY MACQUARIE IS BULLISH WHILE JEFFERIES IS CAUTIOUS - ECONOMICTIMES

UKRAINE INVASION DAY 1 , 677 : HOW COSTLY IS PUTIN NEW THEORY OF VICTORY ?

GLOBAL MARKET: JAPAN’S NIKKEI SLIPS AFTER EARLY GAINS AS NASDAQ FUTURES WEAKEN - ECONOMICTIMES

JAPANESE BOND YIELDS CLIMB TOWARDS MULTI-DECADE HIGHS ON INFLATION, BOJ TIGHTENING BETS - ECONOMICTIMES

HOW GAUTAM ADANI TURNED ₹1 LAKH CRORE OF STRESSED ASSET DEALS INTO A MEGA INFRASTRUCTURE BET - ECONOMICTIMES

TRUMP HOSTS ANTHROPIC BOSS DARIO AMODEI AT WHITE HOUSE DINNER - FT

LINDE DEEPENS ITS INDIA SEMICONDUCTOR FOOTPRINT - ECONOMICTIMES

📊 Real Yield Trend: 2.85% (13-week change: +0bp, rising)

📊 10-Year Breakeven Inflation: 2.34 % (+0.01pp)

📊 10-Year TIPS Real Yield: 2.85 % (+0.09pp)

📊 ICE BofA BBB Corporate OAS: 0.97 bp (+0bp)

📊 ICE BofA US High Yield OAS: 2.8 bp (+0bp)

IRANIAN MINISTER SAYS ONLY NEGOTIATION CAN END CONFLICT AFTER TRUMP REJECTS HORMUZ DEAL - BBC

‘BETTER DEAL’: WHAT’S BEHIND TRUMP’S REJECTION OF IRAN’S TRUCE OFFER? - ALJAZEERA

OPENAI PAUSES TRAINING OF LATEST MODELS AFTER AGENTS PROBED U.S. GOVERNMENT SITES - SEEKINGALPHA

FINLAND'S STUBB CREDITS TRUMP FOR PUSHING UKRAINE PEACE TALKS WHILE DISMISSING RUSSIAN INVASION FEARS - FOX

2016 SURGICAL STRIKES PRESENTED INDIA'S COUNTER-TERRORISM POLICY: PM MODI IN 'MANN KI BAAT - NDTV

Revisions to Commercial Paper Outstanding

TRUMP-XI SUMMIT: OPPORTUNITIES IN INTERNATIONAL EQUITIES FROM TOKYO

IRAN SAYS IT AWAITS US RESPONSE ON SEVEN-DAY ROADMAP TO END WAR - ALJAZEERA

RIO TINTO GETS UP TO $995M DEFENSE LOGISTICS DEAL: DETAILS INSIDE - SEEKINGALPHA

TCGX Acquisition Corp. II is a blank check company with no operations and no revenue, filing for a $104,500,000 IPO to hunt for a merger target.

KONGSBERG GRUPPEN BOOSTS U.S. DEFENSE PUSH WITH $404M MISSILE DEAL - SEEKINGALPHA

MERCK PULLS BLA FOR ANTIBODY-DRUG CONJUGATE I-DXD FOR SMALL CELL LUNG CANCER - SEEKINGALPHA

Ocean Power Technologies refiles its S-1/A. The Monroe Township, NJ company sells maritime domain awareness — PowerBuoy sensors, WAM-V unmanned vessel

RegenLab USA has filed for IPO. The company makes autologous blood-processing devices (PRP), crosslinked scaffolds, and combination products for regen

FEDERAL APPEALS COURT DECLINES TO BLOCK PENTAGON FROM BLACKLISTING ANTHROPIC - ABC

LIGAND PHARMA A NEW OUTPERFORM AT BARCLAYS ON BIOPHARMA ROYALTY AGGREGATION - SEEKINGALPHA

BEYOND GLP-1 INJECTABLES, WHO WINS THE NEXT PHASE FOR OBESITY DRUGS? - SEEKINGALPHA

MIDDAY NEED TO KNOW: TRUMP’S AI MEETING, PAYPAL TAKEOVER SPECULATION & MORE - SEEKINGALPHA

AKAMAI TECHNOLOGIES: ANTHROPIC'S MULTIBILLION-DOLLAR INFRASTRUCTURE PARTNER - SEEKINGALPHA

FIRST LADY MELANIA TRUMP HIGHLIGHTS ART, CULTURE, AND THE NEXT GENERATION DURING STATE VISIT OF PRESIDENT XI JINPING AND MADAME PENG LIYUAN