Market Signals

EARLY Q3 GDP NOWCASTS POINT TO A PICKUP IN ECONOMIC GROWTH - SEEKINGALPHA

EXPENSIFY: STILL POSITIVE AFTER Q2 EARNINGS TURNAROUND AND RAISED CASH FLOW GUIDANCE - SEEKINGALPHA

GUGGENHEIM HIGH YIELD FUND Q2 2026 COMMENTARY - SEEKINGALPHA

QUMULUSAI TO PROVIDE NVIDIA BLACKWELL GPU CAPACITY TO AGENTIC HEDGE FUND - SEEKINGALPHA

NASDAQ , INC . $NDAQ SHARES SOLD BY EMPOWERED FUNDS LLC

GLOBAL MARKET: JAPAN REVEALS RECORD $40 BILLION YEN-BUYING INTERVENTION AS CURRENCY PRESSURE PERSISTS - ECONOMICTIMES

GLOBAL MARKET: JAPAN STOCKS FALL OVER 1% AS CHIP SHARES TUMBLE, SOFTBANK DECLINES DESPITE EARNINGS BEAT - ECONOMICTIMES

ARTIFICIAL ANALYSIS RANKING: ALIBABA'S QWEN3.8 RANKS FIRST GLOBALLY IN AGENTIC CAPABILITY SCORE. - QBITAI

HERE'S EXACTLY WHAT ELON MUSK SAID ABOUT NVIDIA ON THE SPACEX EARNINGS CALL - YAHOO

4 US TECH GIANTS AMASS $1.46TN IN PHYSICAL ASSETS, RIVALING OIL MAJORS - NIKKEI

US IMPOSES 15% TARIFF ON POLYSILICON IN PUSHBACK AGAINST CHINA - NIKKEI

📊 10-Year Breakeven Inflation: 2.26 % (+0.04pp)

📊 10-Year Treasury Yield: 4.681 % (+0.06pp)

KOPPERS OUTLINES 2026 ADJUSTED EBITDA OF $240M-$250M AS STICKNEY DISTILLATION END MOVES TO SEP. 30, 2026 - SEEKINGALPHA

$SRE (SEMPRA) — 8-K: SRE Q2 FY26 EPS $1.16 beats consensus by 14.9%

$RL (RALPH LAUREN) — 8-K: RL Q1 FY27: EPS $4.59 beats consensus by +6.1%.

$MNST (Monster Beverage) — 8-K: MNST Q2 FY26: Adjusted EPS $0.60 beats consensus by +1.7%.

$KDP (Keurig Dr Pepper) — 8-K: KDP Q2 FY26 EPS $0.57 beats consensus by 6.2%

$HWM (Howmet Aerospace) — 8-K: HWM Q2 FY26 adj. EPS $1.33 beats consensus by +6.7%

$EVRG (Evergy) — 8-K: EVRG Q2 2026 EPS $0.88 beats consensus by +9.8%

$BDX (BECTON DICKINSON &) — 8-K: BDX Q3 FY26 adj. EPS $3.23 beats consensus by 2.9%.

$AFL (AFLAC) — 8-K: AFL Q2 FY26 EPS of $1.75 misses consensus by 1.1%

$ABNB (Airbnb) — 8-K: ABNB Q2 FY26 revenue rises to $3,608M, net income hits $816M.

PMI'S HEAD OF COMMS EXPLAINS WHY AI HAS MADE CORPORATE WEBSITES MORE IMPORTANT THAN EVER - BUSINSIDER

BLOOMIN' BRANDS Q2 EARNINGS CALL HIGHLIGHTS - YAHOO

$TTD (TRADE DESK) — 8-K: TTD Q2 FY26: Adj. EPS $0.34 smashes consensus by +54.5%.

PRIVATE SECTOR ANSWERS PRESIDENT TRUMP’S CALL TO LOWER PRICES FOR AMERICAN FAMILIES

DeepSeek Doubles Down on Costly AI Infrastructure

THE SCRIPT FLIPS AS WAGE GROWTH OUTRUNS HOME PRICES FOUR YEARS IN A ROW - SEEKINGALPHA

NORDIC SEMICONDUCTOR ASA (NDCVF) Q2 2026 EARNINGS CALL TRANSCRIPT - SEEKINGALPHA

THE HORMUZ DEAL IS IRAN'S WIN - SEEKINGALPHA

"WHY HAVE YOU RESTRICTED MY ACCOUNT?" ARVIND KEJRIWAL TO META - NDTV

Jones Soda Co., the craft soda brand known for oddball flavors, just filed an S-1/A. This isn't a fresh IPO — it's an amendment from a company already

AI MODELS ARE BEHAVING UNEXPECTEDLY. EXPERTS WARN OF A "BUMPY ROAD" AHEAD. - CBS

The table below shows how many days before the recession starts the stock market peaks. All the numbers are negative, meaning the stock market peaks b

$EBAY (EBAY) — 8-K: EBAY Q4 FY24: Adjusted EPS $1.25 beats consensus by +4.2%.

'APOLOGISE OVER PM VIDEO OR LOSE SAFE HARBOUR PROTECTION': PARLIAMENT PANEL TO META - NDTV

$AMGN — HOLD 📊 | 6 MONTHS THESIS

$PEG (PUBLIC SERVICE ENTERPRISE GR..) — 8-K: PEG Q1 FY25 EPS $0.84 beats consensus by 5.2%

GOLD GAINS AS LOWER OIL PRICES, LACKLUSTER U.S. JOBS DATA EASE INFLATION FEARS - SEEKINGALPHA

📊 10-Year Treasury Yield: 4.619 % (-0.06pp)

SOXL: THE 31% SELLOFF HAS RESET THE SEMICONDUCTOR BULL TRADE - SEEKINGALPHA

CHINA STEPS UP PROTECTION FOR CHIP DESIGNS IN REVISED REGULATIONS - YAHOO

‘MAXIMUM USE’: IRAN BOOSTS MILITARY STRENGTH DURING CEASEFIRE WITH US - ALJAZEERA

ON SEMICONDUCTOR: NEAR-TERM HEADWINDS, LONG-TERM UPSIDE - SEEKINGALPHA

YIELDMAX TARGET 12 SEMICONDUCTOR OPTION INC ETF DECLARES $0.8913 DIVIDEND - SEEKINGALPHA

SPACEX'S PURSUIT OF A CHINA-FREE SUPPLY CHAIN - NIKKEI

$MO — HOLD 📊 | 6 MONTHS THESIS

📊 10Y-3M Treasury Spread: 89.9 bp (-7bp)

AMERICAN TOWER: SATELLITE/AI RISKS OVERSTATED - INFLATION-BEATING YIELDS TRIGGER BUY RATING - SEEKINGALPHA