Market Signals

📊 10-Year Breakeven Inflation: 2.35 % (+0.01pp)

📊 10-Year TIPS Real Yield: 2.45 % (+0.01pp)

📊 ICE BofA BBB Corporate OAS: 0.99 bp (+0bp)

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

AAII SENTIMENT SURVEY: PESSIMISM SINKS - SEEKINGALPHA

SEC PROPOSES ROLLING BACK POLITICAL CONTRIBUTION RULE FOR INVESTMENT ADVISERS - SEEKINGALPHA

AMERICA'S GREATEST OPPORTUNITIES: OIL STOCK OFFERS A NARROW BUY WINDOW - YAHOO

T-MOBILE TAPS FORMER SHELL CFO JESSICA UHL AS ITS NEW FINANCE CHIEF - SEEKINGALPHA

OURA INC. ($OURA) — IPO FILING

PPL CORP.’S (PPL) GUIDANCE HOLDS STEADY AMID A DATA CENTER GOLD RUSH - YAHOO

WHY MODERNA'S CANCER VACCINE MATTERS TO INVESTORS - SEEKINGALPHA

WHAT'S SHAPING THE GEOGRAPHY OF U.S. AI DATA CENTERS? - SEEKINGALPHA

TRIP.COM FALLS 5% AS HSBC DOWNGRADES TO HOLD ON REGULATORY, TRAVEL DEMAND CONCERNS - SEEKINGALPHA

TESLA SHARES RALLY AHEAD OF CYBERCAB EVENT AS MUSK'S ROBOTAXI AMBITION TAKES THE SPOTLIGHT - SEEKINGALPHA

MODERNA SLIPS AS ROTHSCHILD ISSUES RARE SELL RATING AFTER CANCER VACCINE-LED RALLY - SEEKINGALPHA

CAPRICOR: DOWNGRADE TO HOLD ON DERAMIOCEL PDUFA EXTENSION AND DMD CHANGE - SEEKINGALPHA

US PMI SURVEYS SIGNAL GROWTH REBOUND IN Q3, STRONGEST AMONG GLOBAL PEERS - ZEROHEDGE

BAKER HUGHES WINS CONTRACT FROM PAKISTAN'S OGDC TO MAXIMIZE EXISTING WELL PRODUCTION - SEEKINGALPHA

FIRST BREACH, INC. is a vertically integrated ammunition maker pursuing a direct listing on Nasdaq. Fiscal 2025 net revenue: just $384k, but the last

ISRO TO LAUNCH EOS 5, ITS HAWK EYE IN SKY - 10 KEY TAKEAWAYS - NDTV

VYLOR LAUNCHES AG-TECH INVESTMENT ARM AHEAD OF CORTEVA SPIN-OFF - SEEKINGALPHA

EUROZONE ECONOMY REMAINS RESILIENT - SEEKINGALPHA

JET2 RALLIES AFTER ANNOUNCING A MOVE TO THE LONDON STOCK EXCHANGE'S MAIN MARKET - SEEKINGALPHA

NVIDIA IS BUYING HUGGING FACE FOR $13 BILLION IN ONE OF ITS BIGGEST ACQUISITIONS EVER - BUSINSIDER

UBS FACES FRESH PROBE OVER CREDIT SUISSE'S HANDLING OF NAZI-LINKED ACCOUNTS - REPORT - SEEKINGALPHA

FUTURES FLAT AS YIELDS IGNORE OIL MELTUP - ZEROHEDGE

FEDERAL RESERVE BOARD ISSUES ENFORCEMENT ACTION WITH FORMER EMPLOYEE OF BANCO POPULAR DE PUERTO RICO - FED

AIRBUS RESUMES A330 DELIVERIES AFTER QUALITY ISSUE SLOWS SUMMER OUTPUT - SEEKINGALPHA

"TREASURY STORM" EASES, INDICES END THREE-DAY LOSING STREAK; DELL SURGES 16%, CRDO PLUNGES 20%; CYBERSECURITY STOCKS SLUMP, PANW FALLS 9%; OIL PRICES

WALL STREET RISES AS TECH STOCKS CLIMB AND OIL PRICES, BOND YIELDS STEADY - ASAHI SHIMBUN - GNEWS

Top 10 sector concentration: Financial Services (3), Utilities (2), Technology (1)

Quant scan is leaning hard on short interest as the dominant driver. 6m expected returns +13.5% to +18.3%, median confidence 94. Financials and utilit

INDIA'S GDP GROWTH SIGNALS CONFIDENCE, NEW OPPORTUNITIES FOR WORLD: PM MODI - NDTV

NOT JUST A DEGREE: DELHI STUDENTS TO GET GLOBAL AI, CYBER SECURITY SKILLS - NDTV

Thin signal: 6m expected returns -10.2% to -9.1%, median conf 86. Univ ranks 0-3% — top shorts, not sector outliers. One factor dragging all 10: ↓ ear

NVIDIA: WHY $40 BILLION PER GIGAWATT SUPPORTS A SIGNIFICANT UPSIDE - SEEKINGALPHA

CLEAN ROADS, TOILETS, FLOWER FOUNTAINS, 154 SCREENS: DELHI PREPARES FOR BRICS - NDTV

Thin signal: 6m returns +11.9% to +13.3%, median conf 90. One factor drives all 10—earnings yield vs bonds. Not a sector call: Consumer Cyclical 2, He

[GOOD MORNING STOCK MARKET] U.S. STOCKS RISE ON STABILIZING TREASURY YIELDS AND DELL EARNINGS SURPRISE... KOREA ALSO EXPECTED TO REBOUND - ASIA ECONOM

USE AI, ML TO DETECT EARLY SIGNS OF BORROWER STRESS, RBI TELLS LENDERS - ASIANET NEWSABLE - GNEWS

The scan’s top 10 expected returns are all negative— -13.1% to -9.0%—and earnings yield vs bonds is dragging every single name. Vol normal, credit nor

Top 10 sector concentration: Consumer Cyclical (2), Industrials (1), Energy (1)

EXPLAINED: WHAT $127 BILLION FCNR(B) INFLOWS MEAN FOR ICICI BANK, HDFC BANK, OTHER BANK STOCKS - ECONOMICTIMES

NVIDIA Q2 FY27 EARNINGS CALL: WHAT IT MEANS FOR SMH - SEEKINGALPHA

CAN 'NAUGHTY BOY' HELP REDEEM ISRO'S 'LOST' SHEEN? BIG LAUNCH TONIGHT - NDTV

ANTHROPIC OPENS CLAUDE CAMPUS PROGRAMME APPLICATIONS, CHECK ELIGIBILITY, STIPEND - NDTV

GLOBAL MARKET: JAPAN’S NIKKEI STRUGGLES FOR DIRECTION AS CHIP STOCKS WEIGH, BOND YIELDS FALL - ECONOMICTIMES

JAPAN'S AUGUST SERVICES PMI REVISED UP TO 52.5, COMPOSITE INDEX REACHES 53.5 - SEEKINGALPHA

AUSTRALIAN TRADE SURPLUS BEATS FORECASTS WHILE AUGUST SERVICES PMI HOLDS IN EXPANSION - SEEKINGALPHA

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