Market Signals

GOLD PLUNGES 4 % AS TREASURY YIELDS SURGE AND FED RATE HIKE BETS RISE

TREASURY YIELDS SURGE, NEW YORK STOCKS PLUNGE — CHOSUN ILBO

FLATTER US YIELD CURVE EXPLAINED : TIGHTER FED POLICY , BUT NOT AN AUTOMATIC RECESSION CALL

AN INVERSION OF THE US YIELD CURVE BECOMES NEW RISK AS FED HIKES

THE ANTI-NVIDIA TRADE - SEEKINGALPHA

TOP AI RESEARCHERS ARE WARNING OF AN 'INTELLIGENCE EXPLOSION' AND CALLING FOR URGENT OVERSIGHT - QZ

NVIDIA'S $150B REPURCHASE NEWS: WHAT TO DO ABOUT ITS TRILLION-DOLLAR PROBLEM - SEEKINGALPHA

TSMC INCREASES 2NM WAFER PRODUCTION OUTLOOK BY 20%: REPORT - SEEKINGALPHA

SCHMID SURGES AFTER NVIDIA, AMD, INTEL CONSIDER USING GLASS SUBSTRATES IN CHIPS - SEEKINGALPHA

US SEEKING TO REVIVE RUSSIA-UKRAINE CEASEFIRE TALKS - ALJAZEERA

IRAN PITCHES SEVEN-DAY ROADMAP TO END CONFLICT WITH US - ALJAZEERA

U.S. GOVERNMENT FOOTS BILL FOR PRO-TRUMP, ANTI-COMMUNIST AD AMID LAVISH XI WELCOME, HALTED PRESS BAN - CBS

ORACLE INVOKES FORCE MAJEURE IN AIM TO PROTECT ITSELF FROM DATA CENTER COST OVERRUNS - THEINFORMATION

CHINA CONFIRMED ITS FIRST AI TALKS WITH THE U.S. AS TRADE TRUCE WAS EXTENDED TO JANUARY - QZ

ORACLE STOCK SANK AFTER IT INVOKED FORCE MAJEURE ON ITS TROUBLED NEW MEXICO AI DATA CENTER - QZ

GOLD PRICES FALL AS TREASURY YIELDS RISE ON FED RATE HIKE BETS

US, CHINA AGREE TO EXTEND TRADE TRUCE BY TWO MONTHS TO JAN. 10, BESSENT SAYS - SEEKINGALPHA

VISA DEPOSITS $405M INTO ESCROW ACCOUNT, HAVING THE EFFECT OF STOCK BUYBACK - SEEKINGALPHA

DATA CENTERS DRIVE SURGE IN U.S. CONSTRUCTION STARTS, UBS SAYS - SEEKINGALPHA

10 - YEAR TREASURY YIELD HITS HIGHEST LEVEL SINCE 2007 AS MARKET PRICES IN ANOTHER FED RATE HIKE

DIREXION DAILY TSM BEAR 1X SHARES DECLARES QUARTERLY DISTRIBUTION OF $0.0711 - SEEKINGALPHA

TRUMP ALLY SKIPS UNGA FOR FIRST TIME — MONTHS AFTER FACE-TO-FACE WITH PRESIDENT GAVE WAY TO BITTER CLASH - FOX

NSCALE LIMITED PLANS U.S. IPO TO FUND GROWTH AND BACKLOG EXECUTION - SEEKINGALPHA

HAMMOND POWER SURGES ON U.S. EXPANSION PLAN TO MEET DATA CENTER DEMAND - SEEKINGALPHA

DIREXION DAILY TSM BULL 2X SHARES DECLARES QUARTERLY DISTRIBUTION OF $0.3164 - SEEKINGALPHA

DIREXION DAILY NVDA BULL 2X SHARES DECLARES QUARTERLY DISTRIBUTION OF $0.6982 - SEEKINGALPHA

YIELDMAX NVDA PERFORMANCE & DISTRIBUTION TARGET 25 ETF DECLARES $0.2431 DIVIDEND - SEEKINGALPHA

NVIDIA: ONE OF 5 AI STOCKS DOWN BIG (RELATIVE TO EARNINGS) - SEEKINGALPHA

WHY I LIKE MICRON BETTER THAN NVIDIA - SEEKINGALPHA

WORRIED ABOUT AN AI BUBBLE? BUY NVIDIA ANYWAY - SEEKINGALPHA

NVIDIA CEO SAYS 'WHAT, ME WORRY?' OVER AI'S POTENTIAL TO DESTROY CIVILIZATION - SEEKINGALPHA

OPENAI'S ALTMAN PLANS TO ADDRESS UN SECURITY COUNCIL AMID MOUNTING CONCERNS

NVIDIA IS NAMED AS A POTENTIAL INVESTOR IN ANTHROPIC’S IPO. HERE’S WHAT TO KNOW. - YAHOO

SITIME: THIS HIDDEN GEM IN AI JUST POSTED NVIDIA-LIKE NUMBERS, BUT THERE'S A CATCH - SEEKINGALPHA

NATIVE AMERICAN TRIBE TEAMS UP WITH KALSHI ON NEW PREDICTION MARKET - NYT

OIL AND BOND YIELDS FALL — S&P 500, NASDAQ CLOSE UP OVER 1%

📊 ICE BofA BBB Corporate OAS: 0.96 bp (-0bp)

VALUATION GAP CLOSES ON WALL STREET'S HEAVIEST HITTERS - GOLDMAN - SEEKINGALPHA

PALANTIR'S REAL MOAT JUST GOT STRONGER - SEEKINGALPHA

$KBH -1.9% (1.7x avg vol) — KB HOME Q3 EARNINGS PREVIEW AHEAD

TEN HOLDINGS AUTHORIZES $2M SHARE REPURCHASE PROGRAM AND STRATEGIC RELATIONSHIP WITH GLSOFT - SEEKINGALPHA

$HBAN -2.3% — HUNTINGTON BANCSHARES PRESENTS AT BARCLAYS 24TH ANNUAL GLOBAL FINANCIAL SERVICES CONFERENCE

APPLE CONSIDERS BUILDING SERVERS WITH IN-HOUSE CHIPS AND NVIDIA NETWORKING EQUIPMENT: REPORT - SEEKINGALPHA

DUTERTE IN PERSON AT ICC FOR FIRST TIME OVER ‘WAR ON DRUGS’ KILLINGS - ALJAZEERA

TAMIL NADU NEW SECRETARIAT PLAN: DEVELOPMENT VS ENVIRONMENT, LIVELIHOOD - NDTV

TRUMP-ALIGNED KENNEDY CENTER BOARD VOTES TO CLOSE IMMEDIATELY FOR RENOVATIONS, SOURCE SAYS - CBS

RUSSIA AND UKRAINE LAUNCH NEW ENERGY ATTACKS DESPITE TRUMP’S CEASEFIRE CLAIM - NBC

📊 ICE BofA US High Yield OAS: 2.65 bp (-0bp)

S&P500 CATALYSTS: JAPAN OUTWEIGHS US-IRAN CONFLICT - SEEKINGALPHA

WHAT'S NEXT FOR NVIDIA AFTER Q2 RESULTS AND GUIDANCE? - SEEKINGALPHA