Market Signals

AI INFRASTRUCTURE CAPEX RACE: THESE TECH STOCKS ARE STEPPING UP SPENDING (MU:NASDAQ) - SEEKING ALPHA - GNEWS

AI CAPEX SET TO HIT $31.6TN BY 2050 AS CHIPS OVERTAKE CONCRETE - CAPACITYGLOBAL.COM - GNEWS

67,000 MORE TREZOR CUSTOMERS EXPOSED AS DATA BREACH WIDENS - DECRYPT

TREZOR SAYS DATA BREACH AFFECTS ANOTHER 67K US CUSTOMERS - COINTELEGRAPH

MSFT STOCK JUMPS 3% AFTER-HOURS — LOWER-THAN-EXPECTED Q4 CAPEX, STRONG AZURE SALES BOOST SENTIMENT - STOCKTWITS - GNEWS

EU NATURAL GAS STORAGE STANDS CURRENTLY AT 65% OF CAPACITY, COMMISSION SAYS - TRADINGVIEW - GNEWS

EXCLUSIVE: US MILITARY TURNS OFF AD TRACKERS ON DEVICES AMID MIDDLE EAST TARGETING REPORTS - REUTERS - GNEWS

WALL STREET RISES AS TECH STOCKS CLIMB AND OIL PRICES, BOND YIELDS HOLD RELATIVELY STEADY - WTOP NEWS - GNEWS

KIEV DEMANDS UN AVIATION WATCHDOG BAN CIVILIAN FLIGHTS OVER RUSSIA - RT.COM - RT

MICROSOFT (MSFT) FOLLOWING ITS Q4 BEAT AND AI SPEND PLAN FACES A VALUATION TEST - SIMPLYWALL.ST - GNEWS

BlackRock (BLK) Stock Gets Fair Value Bump After Q2 Beat And Analyst Target Lifts

COMMISSION REGULATION (EU) 2026/877: BLOCK EXEMPTION FOR TECHNOLOGY TRANSFER AGREEMENTS - ESCUDO DIGITAL - GNEWS

WALL STREET JOURNAL FINDS BIG TECH HIDING $3 TRILLION IN AI SPENDING - STARTUP FORTUNE - GNEWS

OPENAI SAYS IT HAS OVERTAKEN ANTHROPIC WITH ITS LATEST AI MODEL - FINANCIAL TIMES - GNEWS

EU COMMISSION SPLIT OVER WHETHER TO JOIN TIKTOK - TOVIMA.COM - GNEWS

META STOCK HAS A NEW AI CATALYST. IS META HEADED BACK TOWARD ITS ALL-TIME HIGH? - 24/7 WALL ST. - GNEWS

INDIA’S JUNE QUARTER GDP PRINT IS COURTING CONTROVERSY. HERE’S WHY - CNBC

MILEI VOWS TOUGHER SANCTIONS, DEFENSE PUSH OVER FALKLANDS OIL DRILLING - REUTERS - GNEWS

EXPD: AI-DRIVEN CAPEX BOOM RESHAPES SUPPLY CHAINS, WITH POWER AND MINERALS AS KEY CONSTRAINTS - TRADINGVIEW - GNEWS

FTC: SCAMMERS ARE CLONING CAR DEALERSHIP WEBSITES - WRTV - GNEWS

OPENAI THROWS ASTRA INTO THE TOP-TIER MODEL RING - THEREGISTER

SHINSEGAE CHIEF JOINS US-LED AI SUPPLY CHAIN PUSH - KOREAHERALD

HONG KONG’S PICKY IPO ISSUERS REWRITE PLAYBOOK FOR ALLOCATIONS - BLOOMBERG.COM - GNEWS

SOUTH KOREA REVIEWING MILITARY OPTIONS FOR HORMUZ, NO DECISION MADE, OFFICIAL SAYS - REUTERS - GNEWS

TWOSOME PLACE TAKES K-CAFE CULTURE, CAKE-COFFEE PAIRING TO US WITH 1ST VIRGINIA SHOP - KOREAHERALD

COHERENT IS SOLVING REAL AI PROBLEMS. IS IT STILL A BUY AT THIS PRICE? - 24/7 WALL ST. - GNEWS

US SAYS DEAL AIMS TO STABILIZE VENEZUELA POWER GRID IN 6-12 MONTHS - REUTERS - GNEWS

AI DATA CENTRE INVESTMENT RANKING 2026: AMAZON, GOOGLE, MICROSOFT AND META LEAD $700 BILLION INFRASTRUCTURE RACE - INFOTECHLEAD - GNEWS

SIVERS SEMICONDUCTORS INVESTS USD 30 MILLION TO EXPAND EUROPEAN PHOTONICS MANUFACTURING FOR AI DATACENTERS - SIVERS SEMICONDUCTORS - GNEWS

REVOLUT HIT BY WASHINGTON CRYPTO BOOM ILLUSION, EXPOSING MASSIVE TWO-TIER BANKING SYSTEM - CRYPTONEWS.NET - GNEWS

PREDICTABLE POLICY KEY TO KOREA'S HEALTH INNOVATION: AMCHAM - KOREAHERALD

IRAN HITS U.S. TARGETS OVER WEDDING STRIKE THAT WASHINGTON SAYS IT IS PROBING - JAPAN_TIMES

JAPANESE HOUSEHOLDS CUT SPENDING FOR EIGHTH MONTH AS PRICES RISE - JAPAN_TIMES

PACIFIC LEADERS ISSUE JOINT REBUKE OVER CHINA MISSILE TEST - JAPAN_TIMES

(URGENT) S. KOREA LOGS US$42 BLN CURRENT ACCOUNT SURPLUS IN JULY, POSTS MONTHLY RECORD: BOK - YONHAP

eGain (EGAN) Q4 Earnings and Revenues Beat Estimates

JAPAN EXPECTED TO FORGO SECOND EXTRA BUDGET FOR FISCAL 2026 - JAPAN_TIMES

EU COMMISSION HAS ‘OPEN QUESTIONS’ FOR SPAIN ON REQUEST FOR FRONTEX TO EXPAND IN CEUTA - EUOBSERVER - GNEWS

Volkswagen board approves cutting 50,000 more jobs and ending production at 4 plants

Volkswagen plans to cut 50,000 jobs by 2030, shares gain

DOW REBOUNDS, BRIEFLY UP 298 POINTS; CRUDE OIL FUTURES HOLD IN $92 RANGE - FINANCE.BIGGO.COM - GNEWS

US TO SEEK BACK PAYMENT FROM EUROPE FOR UKRAINE AID, TRUMP SAYS - REUTERS - GNEWS

US COMPLAINS TO GERMANY ABOUT YEN CRITIQUE AND G20 RUSSIA STANCE - BLOOMBERG.COM - GNEWS

ANTHROPIC ADMITS SECURITY FAILURES BEHIND CLAUDE HACKING INCIDENTS - DECRYPT

TEXAS DATA CENTER MAP: SEE WHERE DATA CENTERS ARE OPERATING OR PLANNED - HN

CONGRESS VS CONGRESS IN TELANGANA? WHY REVANTH REDDY SACKED HIS MINISTER - NDTV

TELE COLUMBUS: STRONG INTERNET GROWTH AND DISCIPLINED CAPEX DRIVE IMPROVED PROFITABILITY DESPITE DIVESTMENT - TRADINGVIEW - GNEWS

TEN TECHNOLOGY STOCKS WITH THE BIGGEST YEAR-OVER-YEAR CAPEX GROWTH (VGT:NYSEARCA) - SEEKING ALPHA - GNEWS

EU AND NATO VOW TO STEP UP PRESSURE ON RUSSIA AFTER 'NEW ESCALATION' IN GERMANY - BBC - GNEWS

DOW JONES FUTURES GAIN AS OIL PRICES, US YIELDS EASE - TMGM.COM - GNEWS