Market Signals

ANTHROPIC TO PAY NSCALE $45B IN COMPUTE DEAL: REPORTS - SEEKINGALPHA

COREWEAVE'S HIDDEN GPU ECONOMICS - SEEKINGALPHA

Q2 GDP AND JULY PCE: CONSUMERS REMAIN RESILIENT, BUT PRESSURE IS BUILDING - SEEKINGALPHA

SOLAREDGE SET TO BENEFIT FROM FCC INVERTER IMPORT BAN, RAISED TO BUY AT UBS - SEEKINGALPHA

SCHOOL ASSEMBLY NEWS HEADLINES (AUGUST 27): TOP NATIONAL, INTERNATIONAL NEWS - NDTV

AIRBUS WORKERS IN SPAIN RESUME STRIKE AS DELIVERY PRESSURE MOUNTS - SEEKINGALPHA

KURA ONCOLOGY: 'STRONG BUY': ZIFTOMENIB AML EXPANSIONS WITH DIFFERENT REGIMENS COULD BOOST KOMZIFTI'S PROSPECTS - SEEKINGALPHA

WTI RISES AFTER BIG PRODUCT DRAWS, TINY CRUDE BUILD, SPR NEARS 'TANK BOTTOMS' - ZEROHEDGE

MINIMAX HITS $800M IN ARR: REPORT - SEEKINGALPHA

ANTHROPIC'S $30 TRILLION AND THE ARTIFICIAL INTELLIGENCE BUBBLE THAT NEVER WAS - SEEKINGALPHA

ARGENX UPGRADED AT UBS; SEES $20B PEAK SALES IN VYVGART - SEEKINGALPHA

WARSH'S JACKSON HOLE SILENCE MAY PUSH LONG-TERM RATES MUCH HIGHER - SEEKINGALPHA

S&P 500 IS EXPECTED TO REACH FRESH HIGHS THIS YEAR — BUT BARCLAYS WARNS OF RISKS - MARKETWATCH

LORD ABBETT SHORT DURATION HIGH YIELD FUND Q2 2026 COMMENTARY - SEEKINGALPHA

SU GROUP RECEIVES HK$18.8M FOLLOW-ON AWARD - SEEKINGALPHA

Top 10 sector concentration: Utilities (2), Financial Services (2), Consumer Cyclical (2)

BATH & BODY WORKS FALLS DESPITE Q2 EARNINGS BEAT, RAISED OUTLOOK - SEEKINGALPHA

NEW HOME SALES AND PRICES TRENDING DOWNWARD - SEEKINGALPHA

Model is putting its weight at the top of the book: median conf 97, 6m +17.6% to +25.2%. Earnings yield vs bonds is the dominant driver in 6 of 10 nam

China MCHI quant short book: 10 names, 6m expected returns -10.0% to -7.6%, median conf 87. The drag is earnings yield vs bonds in 10/10. Not a sector

Top 10 sector concentration: Consumer Cyclical (3), Healthcare (2), Technology (2)

HARVESTING THE VALUATION GAP: THE STRATEGIC ROLE OF CROSSOVER EQUITY - SEEKINGALPHA

H1N1 CASES IN DELHI: SCHOOLS GET ADVISORY ON MASKS, HANDWASHING AND HYGIENE - NDTV

BJP'S 2027 PUNJAB STRATEGY: DRUGS AT CENTRE, BOOTHS ON GROUND - NDTV

CASE CLOSED. BIG RELIEF FOR SENIOR RAJASTHAN COP IN RS 2 CRORE BRIBERY CASE - NDTV

EUROPE MARKETS MIXED AS INVESTORS REMAIN CAUTIOUS AHEAD OF NVIDIA RESULTS - SEEKINGALPHA

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

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

SOUTH KOREAN POLICE SCANDALS TEST LEE'S JUSTICE REFORMS - NIKKEI

📊 Real Yield Trend: 2.38% (13-week change: -0bp, falling)

📊 10-Year TIPS Real Yield: 2.38 % (-0.02pp)

📊 ICE BofA BBB Corporate OAS: 1.0000000000 bp (+0bp)

📊 ICE BofA US High Yield OAS: 2.6900000000 bp (-0bp)

📊 10Y-3M Treasury Spread: 84.7 bp (-5bp)

📊 10Y-2Y Treasury Spread: 45.8 bp (-1bp)

📊 10-Year Treasury Yield: 4.634 % (-0.07pp)

BYD'S FANGCHENGBAO OFFROAD EV BRAND TRIPLES CHINA SALES - NIKKEI

RUSTED STEEL, DAMAGED SENSORS FLAGGED IN DELHI'S SIGNATURE BRIDGE AUDIT - NDTV

SPACEX IS BUILDING ITS LARGEST-EVER SPACEPORT ON LOUISIANA'S GULF COAST - QZ

SALESFORCE Q2 EARNINGS PREVIEW: AI AND VALUATION IN FOCUS - SEEKINGALPHA

BTC DIGITAL RALLIES ANOTHER 21% AMID VIETNAM AI DATA CENTER MOU - SEEKINGALPHA

RABOBANK: BESSENT'S BUYBACK LOOKS A LOT LIKE "WHATEVER IT TAKES", AND DRUCK ISN'T A FAN - ZEROHEDGE

DELHI RECORDS WETTEST AUGUST DAY IN 2 YEARS, SEVERAL AREAS WATERLOGGED - NDTV

ANTHROPIC EXPECTED TO REVEAL $30T IN POTENTIAL REVENUE TO INVESTORS: REPORT - SEEKINGALPHA

IMMATICS: 'BUY' ON ANZU-CEL 1ST HALF 2027 CATALYST AND POTENTIAL LABEL EXPANSION FOR UVEAL MELANOMA - SEEKINGALPHA

WOMAN TRAVELS 500 KM TO PROTEST OUTSIDE ASSAM SECRETARIAT OVER SON'S DEATH - NDTV

ENI, BP SEEKING FINAL INVESTMENT DECISION ON EGYPT GAS DISCOVERY IN COMING MONTHS - SEEKINGALPHA

FORGET IRAN; BESSENT GAVE US 1 TRILLION REASONS TO BUY - SEEKINGALPHA

SCHOOL ASSEMBLY NEWS HEADLINES (AUGUST 26): TOP NATIONAL, INTERNATIONAL, EDUCATION NEWS - NDTV

JINKOSOLAR HOLDING Q2 EARNINGS PREVIEW - SEEKINGALPHA