Market Signals

EUR/USD Forecast: French Debt Risks and ECB Rate Outlook - Equiti Global

The Economy Isn't Totally Reliant On The AI Capex Cycle (SPY) - Seeking Alpha

S&P 500 and Nasdaq are up a third straight day after the Fed pause. The body text here is just a Google cookie notice, so this is a headline-driven ri

Oracle Expands Nvidia AI Chip Deal, Adds Google, Cerebras and SambaNova as Capex Targets $95 Billion - InfotechLead

Amazon earnings preview: AWS is booked up, and Wall Street wants to know what comes next - GeekWire

FTC sources say the regulator will sue to block the Cintas-UniFirst deal. Antitrust risk is back on the table for facility services consolidation, and

Microsoft Q1 FY2027 Earnings Preview: Can Azure Reach $32B as Capex Tops $50B? - EBC Financial Group

Amphenol's Q3 adjusted earnings and revenue rose, Q4 and 2026 outlook is set, and the dividend went up. Direction is growth plus capital return; the t

Big Tech Earnings: $1.7T Backlog vs $600B Capex [2026] - shattered.io

Trump Says Meeting With Zelenskyy and Putin Will Be Set Up Soon - Bloomberg.com

China Refiners Tap African, Brazilian Oil as Freight Rates Fall - Bloomberg.com

SK Hynix profits soar amid roaring AI chip demand - Financial Times

Microsoft Is Paying Workers to Leave So It Can Pay for AI - 24/7 Wall St.

SK Hynix’s Profit Surge, $45 Billion Payout Fuel AI Rally - Bloomberg.com

Treasury yields are ticking higher ahead of the Fed decision, the market leaning defensive before the statement. For the tape, that keeps rate-sensiti

Nvidia-Backed Firm Launches $3.1 Billion GPU Loan into Market - Bloomberg.com

China AI Hardware Firms Face Earnings Test After Stock Selloff - Bloomberg

Hanwha Defense USA to take control of Philly Shipyard in internal restructuring

KRX activates buy-side sidecar for KOSPI on sharp rise

Nvidia to invest $3bn in Meta’s $97.5bn equity offering, as social media giant plans to deploy more Nvidia hardware - Data Center Dynamics

Law firm Weil hires restructuring counsel amid mounting partner exits - Reuters

Seoul stocks are opening sharply higher on revived AI optimism and SK hynix earnings. Memory is the cleanest read on AI capex, so watch whether the bi

Hilton missed quarterly revenue estimates and warned of a Middle East impact. A revenue miss with a geographic caveat layered on top is the wrong mix

Washington is discussing Russian deals for US oil majors as part of Ukraine peace talks, per the FT. The whole question for the tape is sanctions reli

US law firm Weil readies restructuring as options dwindle and partners exit - Financial Times

Nvidia's credit risk has tripled this year and just passed Meta's. That is the AI trade's other tape: equity holders are still paying up for growth wh

Could AI Data Centre Funding Stress Reach ANZ Group (ASX:ANZ)? - Kalkine Media

Dow, S&P 500, Nasdaq Futures Slip As Global Bond Rout Catches Up With Markets: LUNR, MSTR, WYFI, AMLX Stocks In Focus - Stocktwits

Porsche posts profit rebound as restructuring starts to deliver - Reuters

Rupee boxed in range; traders focus on oil, outflows and RBI's defence

Infineon to Invest €1.1 Billion in Key Austrian Chip Factory - Bloomberg.com

Citi reiterates Howmet Aerospace stock rating on earnings outlook - Investing.com

CEF Energy 2026 call for PCI/PMI projects attracts strong interest with 67 applications requesting €2.88 billion - European Climate, Infrastructure an

MSCI Fallout Widens With Indonesian Corporate Bond Sale Shelved - Bloomberg.com

There's a New Source of Inflation, and It's Put Fed Chair Kevin Warsh and the FOMC Between a Rock and a Hard Place - The Globe and Mail

LG Energy Solution is eyeing a 2 GWh ESS supply deal with Israel's Energix. Small volume against its EV battery base, but grid storage is the growth l

Hyundai Glovis partners with Shopee to boost K-beauty exports

Dow, S&P 500, Nasdaq Futures Decline As Iran Jitters Spook Markets: DJT, USO, DELL, CRDO Stocks In Focus - Stocktwits

Oil is sliding as diplomacy revives hopes of Mideast deescalation. The risk premium baked in on escalation headlines is coming back out, and that repr

S&P 500 closes up 0.67% as Nasdaq leads the broad market higher - 24/7 Wall St.

Yes, its in Elon's interest to talk down neocloud & bash memory makers, but AI industry had been reluctant to bash each other's business case due to t

Dollar General overcharged shoppers, FTC and states allege in lawsuit - Reuters

Bank of Marin's Q3 slides show margin expansion driving 62% EPS growth. NIM is doing the heavy lifting here, so the read is deposit costs easing faste

Trump administration's firing of prosecutor Maurene Comey was unlawful, judge rules - Reuters

Anthropic Highlights Disruptions to TSMC Operations as a Risk - Bloomberg.com

Surging Earnings Estimates Signal Upside for Murphy Oil (MUR) Stock - Yahoo Finance

Hegseth warns prediction market bets warp military judgment, endanger troops

Medifast (NYSE:MED) Q3 2026 Earnings: Adjusted Loss Narrows as Revenue Meets Estimates - ChartMill

SpaceX: Ramping Up CapEx Risk (NASDAQ:SPCX) - Seeking Alpha

Commission opens investigation into possible anticompetitive conduct by Omya in the supply of calcium carbonates to the paper industry - EU Reporter