Market Signals

📊 10-Year TIPS Real Yield: 2.63 % (+0.01pp)

📊 10Y-3M Treasury Spread: 98.3 bp (+12bp)

ITS TOP TEAM LEADS CHINA'S EMBODIED INTELLIGENCE TO TAKE THE LEAD IN ENTERING THE STAGE OF LARGE-SCALE IMPLEMENTATION. - QBITAI

NEXTPOWER INC. (NXT) PRESENTS AT BNP PARIBAS ANNUAL POWER UP CONFERENCE TRANSCRIPT - SEEKINGALPHA

THE OVERHANG IS OVER. BUY THE DIP IN CPI CARD GROUP. - SEEKINGALPHA

Wella Co just filed its S-1/A for an NYSE listing under "WELA." The KKR-backed beauty group owns Wella Professionals, ghd, Clairol, OPI and Nioxin, sp

AS TRUMP AND XI MEET, INVESTORS PLAY BOTH SIDES OF AI DIVIDE - YAHOO

ULTRASHORT MSCI JAPAN DECLARES QUARTERLY DISTRIBUTION OF $0.2162 - SEEKINGALPHA

PG&E DROPS TO NEARLY FOUR-YEAR LOW AFTER UBS DOWNGRADES AS WILDFIRE REFORM CATALYST FADES - SEEKINGALPHA

$BJ — HOLD 📊 | 6 MONTHS THESIS

GANG SMUGGLING HEROIN ACROSS BORDER USING DRONES BUSTED IN PUNJAB, 4 ARRESTED - NDTV

$6.53 DIESEL U.S. AVERAGE, $8.25 IN CALIFORNIA, WORSENS ALREADY HOT INFLATION, AMID RECORD U.S. DIESEL EXPORTS; GASOLINE AND JET FUEL PRICES ALSO SPIK

FED STARTS TIGHTENING, BUT MONETARY POLICY STILL LOOKS ACCOMMODATIVE - SEEKINGALPHA

ROCHE: LATEST OBESITY DATA SUGGESTS PHARMA IS IN LINE TO BECOME GLOBAL GLP-1 PLAYER - SEEKINGALPHA

TRUMP PUSHES RUSSIA-UKRAINE ‘ENERGY TRUCE’: CAN IT WORK? - ALJAZEERA

DEMOCRATIC SENATORS URGE TRUMP TO SEEK AI AGREEMENT WITH CHINA: REPORT - SEEKINGALPHA

CARMEN ELECTRA SIGNS A CHICKEN WING NIL DEAL, THE KELCE COMMERCIAL IS DRIVING PEOPLE NUTS & THE SEC GONE WILD - FOX

Thin book: 6m range -5.9% to -4.8%, median conf 78. 12mo momentum is the common top driver in 4 of 10, but this is really a momentum/illiquidity scree

12mo momentum is the dominant driver: 6 of 10. Model is also leaning illiquidity and 6mo momentum. Financials 4, Tech 2, Defensive 2. Book +6.1% to +8

Scan is ugly: all 10 sit in bottom 2% of S&P 500. 6m expected returns -12.0% to -9.6%, median conf 92. Dominant drag: earnings yield vs bonds in 8 of

GENERAL MILLS IN CHARTS: NORTH AMERICA RETAIL SALES FALL 7% IN Q1; PET SEGMENT IS FLAT Y/Y - SEEKINGALPHA

Model is putting weight on short interest % and earnings yield vs bonds, with financials, defensives, and utilities doing the heavy lifting. 6 of 10 t

Chinese AI Firms Fall on Report of DeepSeek, Moonshot Probe

Book is thin — -5.1% to -3.7%, median conf 71. Not a fat short. Dominant driver: earnings yield vs bonds in 6 of 10. Rich vs bonds, fwd P/E stretched.

Earnings yield vs bonds is the whole top 10. Model is long cheap cash flow vs bonds, not momentum. Financial Services 3 names; Consumer Defensive and

MOAT INDEX ROTATES OUT OF SOFTWARE WINNERS - SEEKINGALPHA

Model is putting its weight in one trade: earnings yield vs bonds. 10 of 10 names. Book +7.0% to +13.0%, median conf 91. Sector labels are secondary —

Nikkei 225 short screen isn't a sector call. Earnings yield vs bonds is the drag in 10 of 10. That's the whole book. These are univ 0-4%. Momentum/ill

EX-NSE CHIEF GETS RELIEF IN PHONE TAPPING CASE - ECONOMICTIMES

NVIDIA DIRECTOR MARK STEVENS SELLS ANOTHER $300M IN SHARES - SEEKINGALPHA

EUTELSAT: BUILDING A EUROPEAN SPACE MOAT - SEEKINGALPHA

NSE IPO SHARES TO LIST TOMORROW: GMP SIGNALS 2% LISTING GAIN AHEAD OF MARKET DEBUT - ECONOMICTIMES

ETMARKETS SMART TALK | ANTHROPIC, SPACEX, US STOCKS: VIRAM SHAH ON HOW INDIAN INVESTORS CAN ACCESS GLOBAL OPPORTUNITIES - ECONOMICTIMES

TRUMP, TAKAICHI REAFFIRM ALLIANCE DAYS BEFORE US-CHINA SUMMIT - NIKKEI

ZELENSKYY SAYS UKRAINE READY FOR ENERGY TRUCE WITH RUSSIA AFTER TRUMP TALKS - ALJAZEERA

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

📊 S&P 500 Q3 2026 Earnings Update — Early season

📊 Real Yield Trend: 2.62% (13-week change: +0bp, rising)

📊 10-Year Breakeven Inflation: 2.33 % (-0.01pp)

📊 10-Year TIPS Real Yield: 2.62 % (-0.06pp)

📊 ICE BofA US High Yield OAS: 2.66 bp (-0bp)

📊 10-Year Treasury Yield: 4.97 % (+0.01pp)

U.S. CRUDE STOCKPILES ROSE 1.8M BARRELS LAST WEEK, API SAYS - SEEKINGALPHA

SHELL: LNG AND PORTFOLIO OPTIMIZATION STRENGTHEN THE STORY, BUT RISKS ARE RISING - SEEKINGALPHA

Boxlight Corp ($BOXL) files for IPO — interactive classroom tech: projectors, flat panels, software for the education market. Headline metric: revenue

NewHydrogen, Inc. files for IPO. The Santa Clarita-based development-stage company is working on ThermoLoop, a thermochemical water-splitting tech tha

TRUMP'S JULY FINANCIAL DISCLOSURE REVEALED SALES OF UP TO $25M EACH IN MICROSOFT AND AMAZON STOCK - QZ

WALL STREET CLOSED MIXED AS THE NASDAQ NOTCHED A NEW ALL-TIME HIGH - SEEKINGALPHA

OPENAI EXPANDS GPT-6 UNIVERSE WITH GPT-6 SOL AND GPT-6 LUNA - SEEKINGALPHA

HOW AGENTIC AI IMPACTS THE SEMICONDUCTOR INDUSTRY - SEEKINGALPHA