Market Signals

REED JOBS SAYS SILICON VALLEY’S 'ENERGY' HAS MOVED TO SAN FRANCISCO THANKS TO POST-PANDEMIC OFFICE PRICES - BUSINSIDER

📊 10Y-3M Treasury Spread: 88.3 bp (-2bp)

📊 10Y-2Y Treasury Spread: 47.4 bp (+0bp)

📊 10-Year Treasury Yield: 4.696 % (-0.02pp)

LATTICE SEMICONDUCTOR CORPORATION (LSCC) PRESENTS AT THE KEYBANC TECHNOLOGY LEADERSHIP FORUM 2026 TRANSCRIPT - SEEKINGALPHA

$CAH (CARDINAL HEALTH) — 8-K: CAH Q4 FY26 adj. EPS $2.91 beats consensus by +20.2%.

ORACLE PREPARES PLANS FOR NEW ROUND OF LAYOFFS THIS MONTH - REPORT - SEEKINGALPHA

📊 S&P 500 Q2 2026 Earnings Update — Final stretch

$SMCI (SUPER MICRO COMPUTER) — 8-K: SMCI Q4 FY26 adj. EPS $1.70 smashes consensus by 77.5%.

GEMINI TOPS 1B USER MARK AS CHATGPT AND GROK CONTINUE TO MAKE MOVES - SEEKINGALPHA

DESPITE RECORD SURGE IN SUBPRIME CAR LOAN ORIGINATIONS, US HOUSEHOLD DEBT DROPPED IN Q2: FIRST SINCE COVID - ZEROHEDGE

ON SEMICONDUCTOR CORPORATION (ON) PRESENTS AT THE KEYBANC TECHNOLOGY LEADERSHIP FORUM 2026 TRANSCRIPT - SEEKINGALPHA

NATURAL GROCERS SHOWS RESILIENCE IN Q3 EARNINGS - YAHOO

CENTURY ALUMINUM INITIATED BUY AT UBS AS BEST LEVERAGE TO SUSTAINABLY HIGHER U.S. REGIONAL PREMIUM - SEEKINGALPHA

DATA I/O Corp ($DAIO) isn’t doing an IPO—it’s already public. This S-1/A registers 4.69M shares for *selling stockholders*. The company itself gets $0

TRADERS REMAIN SIDELINED AS THE S&P 500 PINS IN YEAR’S NARROWEST BAND AHEAD OF CPI - SEEKINGALPHA

DATA-CENTER BACKLASH LEADS TO NEW LAND RUSH IN TEXAS OIL PATCH - WSJ

WALL STREET TRADES MUTED AS EYES REMAIN ON THE MIDDLE EAST AND UPCOMING INFLATION DATA - SEEKINGALPHA

ANTHROPIC MODELS RELEASED IN EU NOW EMBED WATERMARKS ON ALL AI-GENERATED CONTENT - SEEKINGALPHA

CISCO Q4 EARNINGS ON DECK: FOCUS ON OUTLOOK, AI GROWTH PATH - SEEKINGALPHA

VALENS SEMICONDUCTOR Q2 2026 EARNINGS PREVIEW - SEEKINGALPHA

EXISTING HOME SALES FALL LESS THAN EXPECTED IN JULY - SEEKINGALPHA

GOA BOARD 2027 TENTATIVE SCHEDULE OUT FOR CLASSES 10, 12: DIRECT LINK TO DOWNLOAD TIMETABLE - NDTV

SEANERGY MARITIME: RECORD CAPESIZE RATES FUEL DIVIDEND GROWTH, PAVING WAY TO CLOSE VALUATION GAP - SEEKINGALPHA

NVIDIA: DURABLE FCF AS COMPANY EXPANDS BEYOND DATACENTER GPUS - SEEKINGALPHA

AM MARKETS NEED TO KNOW: NVIDIA'S $500B AI PUSH, BURRY BETS, AND MORE - SEEKINGALPHA

$PB — HOLD 📊 | 6 MONTHS THESIS

$OKTA — HOLD 📊 | 6 MONTHS THESIS

NVIDIA’S HUANG CALLS CHIPS AN ‘INVESTABLE ASSET CLASS’ AFTER $500B AI FINANCING PUSH - SEEKINGALPHA

EXPLAINED: ANTHROPIC’S PLAN TO WATERMARK CLAUDE TEXT - ECONOMICTIMES

RUPEE FALLS 8 PAISE TO 95.38 AGAINST US DOLLAR IN EARLY TRADE - ECONOMICTIMES

$WSO — HOLD 📊 | 6 MONTHS THESIS

RUPEE FALLS 11 PAISE ON FIRM DOLLAR, COSTLIER CRUDE - ECONOMICTIMES

📊 10-Year Breakeven Inflation: 2.29 % (+0.04pp)

📊 10-Year Treasury Yield: 4.713 % (+0.06pp)

📊 ICE BofA BBB Corporate OAS: 0.97 bp (-0bp)

Jones Soda Co. filed for an IPO. The craft soda and hemp-infused beverage maker just posted FY25 revenue of $25.3M, a 42% jump year-over-year.

EAGLEROCK TO BUY PERMIAN BASIN'S INTREPID RANCH IN $78M DEAL - SEEKINGALPHA

WHICH STOCKS WILL GO UP WITH THE AI BOOM? PART I: THE SEMICONDUCTOR WINNERS - SEEKINGALPHA

Curis, a biotech developing cancer drugs, has filed for a capital markets transaction—not a traditional IPO, as it already trades on Nasdaq under CRIS

CRC TARGETS 153,000 BOE/D IN 2026 WHILE EXPECTING Q3 OIL REALIZATIONS AT ~93% OF BRENT - SEEKINGALPHA

FAR MORE AMERICANS ARE FILING FOR BANKRUPTCY — BUT MAYBE NOT ENOUGH, AS PEOPLE DON'T GET 'HOW GOOD OF A DEAL' IT CAN BE - YAHOO

Agassi Sports Entertainment Corp, co-founded by tennis legend Andre Agassi, is a sports media and tech company focused on racquet sports. It's filing

EARNINGS SNAPSHOT: TRUMP MEDIA Q2 REVENUE UP 89%, NET LOSS WIDENS ON DIGITAL ASSET LOSSES - SEEKINGALPHA

GCT SEMICONDUCTOR GAAP EPS OF -$0.25 MISSES BY $0.14, REVENUE OF $0.97M MISSES BY $2.33M - SEEKINGALPHA

RIOT JUMPS AS Q2 REVENUE BEATS ANALYST EXPECTATIONS, LANDMARK DATA CENTER LEASE ANNOUNCED - SEEKINGALPHA

GREYSTONE HOUSING IMPACT Q2 EARNINGS PREVIEW - SEEKINGALPHA

TESLA OPENS MORE DELIVERY SITES IN JAPAN AMID STRONGER EV DEMAND - SEEKINGALPHA

$RNG — HOLD 📊 | 6 MONTHS THESIS

KEY EVENTS THIS WEEK: CPI, PPI, RETAIL SALES - ZEROHEDGE