Market Signals

THE MATH NOBODY RAN ON AI CAPEX - NEXTBIGFUTURE.COM - GNEWS

WHY IS THE STOCK MARKET DOWN TODAY? DOW, S&P 500, NASDAQ FALL AS OIL, YIELDS AND EARNINGS PRESSURE STOCKS | BUSINESS NEWS - HINDUSTAN TIMES - GNEWS

MICROSOFT POSTQ: AZURE $100B MILESTONE AS AI DEMAND LIFTS EARNINGS AND OUTLOOK - S&P GLOBAL - GNEWS

SUKHBIR BADAL MEETS PM MODI, FUELS ALLIANCE BUZZ AHEAD OF PUNJAB POLLS NEXT YEAR - TOI

FTC WEIGHS PENALTIES OVER GOVERNMENT BOND BID COLLUSION - AJU PRESS - GNEWS

SBI STICKS TO 14-15% FY27 LOAN GROWTH GUIDANCE - ECONOMICTIMES

VESSEL TRAFFIC THROUGH HORMUZ DWINDLES THIS WEEK AS MARKETS WATCH IRAN-OMAN TALKS - REUTERS - GNEWS

CHINESE AI CHIPMAKERS POISED TO GAIN FROM BEIJING’S TECH PUSH - BLOOMBERG.COM - GNEWS

EU METHANE REGULATION: COMMISSION CLARIFIES COMPLIANCE OPTIONS AND RECOMMENDS THREE-YEAR PENALTY GRACE PERIOD - HERBERT SMITH FREEHILLS KRAMER - GNEWS

ALBEMARLE EARNINGS: SHARES RALLY ON LITHIUM PRICE OUTLOOK - MORNINGSTAR - GNEWS

APPLE’S CAPEX STRATEGY WORKED BUT OTHER PRESSURES ARE MOUNTING NOW - 24/7 WALL ST. - GNEWS

ATLASSIAN SHARES SURGE AS REVENUE JUMP DOUSES AI FEARS - BLOOMBERG.COM - GNEWS

WHERE TO INVEST IN AI IN 2026: A GUIDE FOR ADVISORS - TRADINGVIEW - GNEWS

EASYJET AGREES TO £5.7BN APOLLO TAKEOVER AS CASTLELAKE BACKS AWAY - FINANCIAL TIMES - GNEWS

CLOUDFLARE SHARES JUMP 18% ON REVENUE BEAT AND RAISED FULL-YEAR OUTLOOK - SILICONANGLE - GNEWS

TRUMP ADMINISTRATION CONSIDERS ORDER ON AUTISM AND VACCINES - BLOOMBERG.COM - GNEWS

EU-US DATA PRIVACY FRAMEWORK UNDER THE SPOTLIGHT FOLLOWING FTC INDEPENDENCE RULING - THE NATIONAL LAW REVIEW - GNEWS

AI HYPERSCALER SPENDING IS ENTERING UNCHARTED TERRITORY: 3X THE TELECOM BOOM - TRADINGVIEW - GNEWS

SPCX STOCK WHIPSAWS AS EARNINGS, AI BET AND CAPEX COLLIDE - STOCKSTOTRADE - GNEWS

SPACEX: THE REVENUE BEAT DOESN'T FIX THE CAPEX PROBLEM (NASDAQ:SPCX) - SEEKING ALPHA - GNEWS

PARAMOUNT'S TAKEOVER OF WARNER BROS. CLEARED BY UK ANTITRUST AUTHORITY - DEADLINE.COM - GNEWS

EU CLEARS JOINT TAKEOVER OF HUNGARIAN MOTORWAY OPERATOR - THE BRUSSELS TIMES - GNEWS

EU COMMISSION RECORDS NEARLY 1,000 HARASSMENT-RELATED COMPLAINTS SINCE 2024: REPORT - ANADOLU AJANSI - GNEWS

RIO TINTO, BHP SUMMONED TO CRITICAL MINERALS MEETING WITH TRUMP - BLOOMBERG.COM - GNEWS

SPACEX TO BUILD NATURAL GAS POWER PLANTS FOR TEXAS CHIP FACTORY - BLOOMBERG - GNEWS

BYD’S RACCO TOPS 700 ORDERS IN JAPAN - TECHNODE

JANE STREET JOINS $2 BILLION GROUP WITH BET ON AUSTRALIA AI - BLOOMBERG.COM - GNEWS

TRUMP SAYS HE THINKS WAR WITH IRAN WILL END 'PRETTY SOON' - REUTERS - GNEWS

IRAN SEEKS TO BAR US SHIPS AS HORMUZ DEAL WITH OMAN ADVANCES - BLOOMBERG - GNEWS

UNIFICATION MINISTRY DEFENDS N. KOREA POLICY AFTER LEE'S CALL FOR CAUTION - KOREAHERALD

TRUMP SIGNS EXECUTIVE ORDER TO PROTECT US POLYSILICON INDUSTRY

Sarepta's Q2 Earnings & Sales Beat Estimates, '26 Outlook Updated

THE 5 HYPERSCALER STOCKS MOST AT RISK IF AI CAPEX SPENDING HITS A WALL IN 2026 - AOL.COM - GNEWS

LOCKUP EXPIRATION MEETS CAPEX CONCERN: WHAT'S NEXT FOR SPACEX? - MOOMOO - GNEWS

Zoetis Q2 Earnings Beat Estimates, Revenues Miss, 2026 View Cut

1,000 COMPLAINTS MADE TO EU COMMISSION’S ANTI-HARASSMENT TEAM - POLITICO.EU - GNEWS

WHO NEEDS CONSULTANTS IN THE AGE OF AI? - FINANCIAL TIMES - GNEWS

EXCLUSIVE: IRAN WARNS GULF STATES: TELL TRUMP TO DESIST OR WE HIT YOU HARD - REUTERS - GNEWS

EU COMMISSION OKS ABERDEEN UNIT, STRABAG'S JOINT CONTROL OF HUNGARY'S MAK - MARKETSCREENER.COM - GNEWS

NEW MEXICO SUES DOJ OVER EPSTEIN FILES AND RELEASES "TRUTH COMMISSION" REPORT - SALON.COM - GNEWS

TRUMP DENIES US MUNITIONS SHORTAGE, WARNS ‘LEAKERS’ OF JAIL TIME - BLOOMBERG.COM - GNEWS

A DEMOCRATIC CIVIL WAR? NOT ACCORDING TO VIRGINIA’S GOVERNOR - FINANCIAL TIMES - GNEWS

'IF A GIRL IS BORN, YOU BLAME CENTRE': AAP SLAMS BJP MLA'S "SEXIST" REMARK - NDTV

OPENAI PAYS $3.2 MILLION TO SETTLE CLAIMS IT FAVORED FOREIGN WORKERS - RT.COM - RT

VERSANT MEDIA REPORTS SECOND-QUARTER RESULTS; RAISES 2026 REVENUE AND EBITDA OUTLOOK - TV NEWS CHECK - GNEWS

CHINA’S HOMEGROWN DUV JOLTS CHIP INDUSTRY, BUT YIELD TEST LOOMS - KOREAHERALD

META AI MODEL HACKS ANOTHER COMPANY DURING TESTING - REUTERS.COM - GNEWS

AI-ASSISTED MUSIC NOW ELIGIBLE FOR COPYRIGHT REGISTRATION IN SOUTH KOREA - KOREAHERALD

POLAND SIGNS EU’S SAFE DEFENSE PROGRAM - TVP WORLD - GNEWS

SPACEX STOCK DROPS 12% AS CAPEX REACHES $18.4 BILLION - TRADINGVIEW - GNEWS