Market Signals

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

AKAMAI: SO NOW ANTHROPIC IS HERE TO SAVE THE DAY - SEEKINGALPHA

U.S. NATURAL GAS FUTURES PULL BACK AFTER BIGGEST DROP IN NEARLY THREE MONTHS - SEEKINGALPHA

XPENG: BUY THE ROBOTICS PROMISE AND GET EVS, ADAS, AND ROBOTAXI CHEAP - SEEKINGALPHA

SOXL: A BOLD BET ON A SEMICONDUCTOR COMEBACK - SEEKINGALPHA

KANSAS CITY FED'S SCHMID: ARE WE MOVING TO A TOO-BIG-TO-FAIL AI ECOSYSTEM? - SEEKINGALPHA

GLP-1 DRUGS FAIL TO HELP SOME PEOPLE LOSE WEIGHT — SCIENTISTS ARE ON A QUEST FOR ANSWERS - NATURE

AIRBUS FINDS NEW QUALITY FLAW IN BEST-SELLING A321NEO JET - SEEKINGALPHA

Thin book alert: -6.1% to -4.9%, median conf 78. This scan is shorting ↓6m/12m momentum plus illiquidity, not a macro theme. Sector mix: Industrials 3

WHY ASTRAZENECA STILL LOOKS UNDERRATED DESPITE STRONG EPS MOMENTUM - SEEKINGALPHA

Momentum is the spine — 12mo momentum drives 7 of 10. But the machine isn't buying clean trend. It's paying up for illiquidity and drawdown control. I

SIMPLIFY GOVERNMENT MONEY MARKET ETF DECLARES MONTHLY DISTRIBUTION OF $0.2900 - SEEKINGALPHA

The scan is saying the bond-yield spread is eating these names alive: 6m expected returns -83.2% to -65.3%, median conf 92. Earnings yield vs bonds is

Short interest and earnings yield vs bonds are doing the heavy lifting. 6 of 10 have short interest as top driver. Model wants cheap cash flow with cr

10 - YEAR TREASURY YIELD ROCKETS TO 19 - YEAR HIGH . HERE WHAT DRIVING THE SPIKE  | PEAK OIL NEWS AND MESSAGE BOARDS

Scan is ugly. Book -6.3% to -4.3%, median conf 71. Earnings yield vs bonds is the dominant drag in 6 of 10. Airlines lead the pain. CHINA EASTERN AIRL

Scan is leaning on one thing: ↑ earnings yield vs bonds is the top driver in all 10 names. 6m book +8.1%..+11.9%, median conf 72. Financials (3), heal

Scan says short Japan quality. ↓ earnings yield vs bonds drags 10 of 10. Book -10.9% to -6.5%, median conf 88. Fast Retailing Co., Ltd. ($9983.T) and

The scan is paying for cheap earnings vs bonds. ↑ earnings yield vs bonds is the top driver in 10 of 10 names. Book is +6.8% to +12.8% 6m, median conf

SENSEX , NIFTY OPEN CAUTIOUSLY TODAY ; IT STOCKS BLEED AS CRUDE , YIELDS BITE

NSE SHARES FALL 2%, TRADE MARGINALLY ABOVE IPO PRICE AFTER DEBUT. WHY ARE MACQUARIE, OTHER BROKERAGES BULLISH? - ECONOMICTIMES

ALASKA FISHING AND WILDLIFE GROUPS RAISE ALARM OVER UNDERWATER COOK INLET DATA CENTER PROPOSAL

DAMANI, PREMJI, LIC AMONG BIG WINNERS FROM NSE LISTING - ECONOMICTIMES

IRAN WAR TAKES SOUTHEAST ASIA'S RENEWABLE PLANS TO NEW HEIGHTS - NIKKEI

NSE’S MODEST LISTING PUTS SPOTLIGHT ON MUTED GAINS FROM BIG IPOS - ECONOMICTIMES

LEGAL EXPERT EXPLAINS WHY JUDGE HALTED TRUMP'S MEDIA BAN - CBS

📊 Real Yield Trend: 2.76% (13-week change: +0bp, rising)

📊 10-Year Breakeven Inflation: 2.33 % (-0.02pp)

📊 10-Year TIPS Real Yield: 2.76 % (+0.13pp)

📊 ICE BofA BBB Corporate OAS: 0.95 bp (+0bp)

📊 ICE BofA US High Yield OAS: 2.73 bp (+0bp)

📊 10Y-3M Treasury Spread: 102.6 bp (+4bp)

📊 10Y-2Y Treasury Spread: 27.4 bp (+5bp)

BANCO SANTANDER (BRASIL): IT'S TIME TO GET OUT (RATING DOWNGRADE) - SEEKINGALPHA

FDCTech filed an S-1/A for an offering of common stock. The fintech rolls up small brokerage, wealth, and payments firms across the UK, Malta, Austral

ORACLE'S 'FORCE MAJEURE' NOTICE RAISES QUESTIONS ABOUT THE COMPANY'S ABILITY TO DELIVER ON AI DATA CENTERS - BUSINSIDER

WALL STREET'S NUCLEAR BULL CASE REQUIRES REACTORS TO ACTUALLY GET BUILT - ZEROHEDGE