Market Signals

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

VOLKSWAGEN EXECS FACE BACKLASH FROM LABOR CHIEFS AHEAD OF KEY TOWN HALL MEETINGS: REPORT - SEEKINGALPHA

INTEL, MICRON, NVIDIA LEAD TECH’S GROWTH RANKINGS WITH A+ GRADES - SEEKINGALPHA

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

XIAOMI UNVEILS NEW XRING CHIP, TEAMS UP WITH TSM FOR MANUFACTURING: REPORT - SEEKINGALPHA

COREWEAVE: NVIDIA IS QUIETLY REPRICING THE NEOCLOUD WINDOW - SEEKINGALPHA

Top 10 sector concentration: Consumer Cyclical (3), Healthcare (2), Energy (1)

Top 10 sector concentration: Consumer Cyclical (3), Healthcare (2), Energy (1)

EUROPE MARKETS DIP AS AI TRADE REMAINS UNDER PRESSURE BEFORE NVIDIA EARNINGS - SEEKINGALPHA

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

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

NVIDIA IN TALKS TO INVEST IN PERPLEXITY AT OVER $30B VALUATION, THE INFORMATION REPORTS - SEEKINGALPHA

ETMARKETS NRI TALK | RUPEE AT 96: WHY NRIS SHOULD THINK TWICE BEFORE SENDING MORE MONEY TO INDIA, SAYS SACHIN SAWRIKAR - ECONOMICTIMES

US FISCAL STRAIN DEEPENS AS $40 TRILLION DEBT MILESTONE RAISES TREASURY YIELD RISKS: JEFFERIES - ECONOMICTIMES

📊 10-Year Breakeven Inflation: 2.34 % (+0.00pp)

📊 10Y-2Y Treasury Spread: 50.2 bp (-2bp)

Top 10 sector concentration: Consumer Cyclical (3)

AMD VS. NVDA: THE TORTOISE KEEPS PUSHING AHEAD, HEEDLESS OF THE HARE'S RAPID PACE - SEEKINGALPHA

XLG: NO SHORTAGE OF MEGA-CAP RISK CATALYSTS, NVIDIA EARNINGS AND JACKSON HOLE ON TAP - SEEKINGALPHA

$NEM — HOLD 📊 | 6 MONTHS THESIS

NVIDIA STOCK MAY PLUNGE AFTER EARNINGS, EVEN IF IT BEATS - SEEKINGALPHA

Landspace Weibo post on what happens after its successful recovery of 1st stage this week.

HOW TRADE WAR BETWEEN US, CANADA RUPTURES ONCE-CLOSE, DURABLE ALLIANCE - NDTV

A trader can survive:

TREASURY SECRETARY BESSENT PROMISES NEW IRAN MEASURES AMID STALEMATE – NATURALNEWS . COM

GURDWARAS JOIN PUNJAB'S WAR ON DRUGS, TELL PARENTS TO KEEP AN EYE ON CHILDREN - NDTV

NVIDIA: IT'S ALL ABOUT SPACEX NOW - SEEKINGALPHA

TRUMP TARIFFS LIVE : MARK CARNEY SUSPENDS TRADE TALKS WITH U.S .

FROM COMPUTER CENTRE PLAN TO NATIONAL AWARD: BIHAR TEACHER'S INSPIRING STORY - NDTV

Top 10 sector concentration: Consumer Cyclical (3)

IRANIAN PRESIDENT SAYS TIME TO END WAR WITH US FROM ‘POSITION OF STRENGTH’ - ALJAZEERA

SAYLOR'S STRATEGY TREASURY BACK TO BREAKEVEN AS CRYPTO RIPS, STANCHART SAYS $100K BITCOIN YEAR-END CALL MAY BE 'TOO LOW' - ZEROHEDGE

KAIROS PHARMA ANNOUNCES 1-FOR-7 REVERSE STOCK SPLIT TO MAINTAIN NYSE COMPLIANCE - SEEKINGALPHA

Tempest Therapeutics ($TPST) is a clinical-stage oncology biotech advancing amezalpat, an oral PPARα antagonist for first-line liver cancer. The headl

RAY DALIO WARNS OF IMPENDING U.S. DEBT CRISIS, URGES GOLD, BITCOIN HEDGING - SEEKINGALPHA

STRUCTURE THERAPEUTICS: A STRONG BET FOR AN ORAL GLP-1 APPROVAL BEFORE 2030 - SEEKINGALPHA

CENTRUS ENERGY CEO SEES U.S. MILITARY AS NEW MARKET FOR COMPANY'S ENRICHED URANIUM - SEEKINGALPHA

THE BOND MARKET WILL SEE THROUGH WARSH'S JACKSON HOLE SPEECH - SEEKINGALPHA

SPIRIT FLIGHT ATTENDANTS FIGHT GOOGLE’S DATA BID FOR AI - WSJ

HARMONY GOLD SEES HIGHER FULL-YEAR EARNINGS AS RISING METAL PRICES BOOST REVENUE - SEEKINGALPHA

JAPAN'S EXPORTS SURGE ON CHIPS DEMAND, IMPORTS HIT RECORD ON OIL COSTS - YAHOO

IRANIAN PRESIDENT PEZESHKIAN SIGNALS PUSH TO BRING WAR TO AN END - SEEKINGALPHA

SYNERGY CHC GETS NASDAQ COMPLIANCE NOTICE OVER DELAYED Q2 FILING; STOCK CRASHES - SEEKINGALPHA

XP INC. (XP) BEAT ESTIMATES. IS A U.S. BANKING OPERATION GROWTH OR DISTRACTION? - YAHOO

JPMORGAN SAYS TREASURY'S BOND BUYBACKS ARE JUST KICKING THE DEBT PROBLEM DOWN THE ROAD - QZ

CHARTER PLANE CRASH NEAR ALASKAN MILITARY SITE KILLS 8 - ALJAZEERA

VICE ADM . WILLIAMS CHAMPIONS ACQUISITION REFORM AND INDUSTRIAL BASE MOBILIZATON TO MEET STRATEGIC NEEDS

The opening paragraph from the must-read remarks on the European economy by ECB President Christine Lagarde (link below):

NVIDIA (NVDA): WHAT FOXCONN AND SUPER MICRO ARE TELLING US ABOUT THE AI BOOM - YAHOO

BROADCOM CDS EXPLODES AS IT SEEKS UP TO $100 BILLION IN MASSIVE OFF-BALANCE SHEET DEBT DEAL - ZEROHEDGE