Market Signals

TSMC’s Q3 Earnings Preview: 65% Profit Growth, But Net Margin Seen Slipping to 50% - TIKR.com

TSMC expected to report a sixth straight quarter of record profit, per Reuters, with the AI boom doing the work. The foundry toll booth keeps compound

Alibaba Stock Falls. Treasury Yields Aren’t Just a U.S. Problem

Seoul shares open lower on inflation, Mideast woes

Solidigm IPO sparks debate over SK hynix shareholder value

Trump says Russia and Ukraine agreed to an energy ceasefire. The energy infrastructure piece is what matters: if strikes actually stop, the crude risk

Nvidia sits at $192 into a week where Core PCE decides the next move in AI names. The setup is macro print first, multiple second: long-duration tech

UK PM Burnham says Russia interfered in 2016 Brexit vote - Reuters

At least 72 Sudanese artisanal miners killed in strike, rights monitor says - Reuters

Trump says Russia and Ukraine reached 'energy ceasefire' - Reuters

Ukraine’s allies vow to pressure Moscow as Trump claims ‘energy ceasefire’ in place - Financial Times

Stock Market Crash Hits Nasdaq as Index: Explained - JournalArta

Stock market Dow pops as earnings season approaches - JournalArta

RBI to conduct Rs 25,000 cr OMO sale auction of government securities on Oct 13

RBI opened a special dollar window for three state-run oil firms while tightening the screws on rupee FX derivatives — rebooking cancelled contracts i

RBI RATE HIKES OF 50 BPS EXPECTED IN NEXT TWO POLICIES , TERMINAL REPO RATE TO REACH 6.0 %: KOTAK REPORT

Iran is shielding its missile production capacity while Trump holds off on strikes. The pause is a delay, not a de-escalation — Middle East risk premi

Vance says he won't watch livestream of execution; Trump remains silent - Reuters

Managed money gold net long sits at the 87th percentile of the past 3 years and the CFTC COT shows the category is still building — crowded, not yet e

SpaceX’s $750 Billion Rally Breaks Stock Out of Post-IPO Funk - Bloomberg.com

US futures are flat after the Nasdaq slid on OpenAI revenue concerns. The AI trade is priced as one position, so any doubt about the revenue ramp hits

Houthi strikes on Riyadh airport killed three Saudis as war escalates - Reuters

Blockchain.com seeks U.S. approval for prediction markets, crypto derivatives trading

Evolution Metals & Technologies Corp. Raises Fiscal 2026 Revenue Guidance 62% at Midpoint to 11 Million and Reaffirms 460 Million Fiscal 2027 Outlook

AI Chips And Big Bank Earnings Preview: TSM, ASML, JPMorgan, BofA And More - Investor's Business Daily

SoftBank Seeks $100 Billion From Gulf States for AI, FT Says - Bloomberg.com

Australian data centre operator pulls $5bn IPO - Financial Times

Hang Seng Tech: Improving earnings can't stop the technical breakdown - FOREX.com

Treasury yields are steady as Trump strikes a diplomatic tone on Iran ahead of the midterms. That takes some geopolitical risk premium out of rates —

LG Energy Solution sets sales record on EV, ESS growth

Nvidia-backed Firmus scraps $5 billion Australian IPO on poor demand - Reuters

Integra LifeSciences cut its 2026 revenue outlook — a long-dated guide, which is the part that stings, because it tells you management doesn't see the

American Express fined $350 million for insufficient anti-money laundering program - Reuters

Samsung, SK hynix face investor test as buybacks wind down

Nasdaq slid on OpenAI revenue concerns and futures are steady, which is the tell — dip buyers are still there but the AI trade's revenue math is now w

Argentina bids Messi farewell in final national team match, ending an era - AP News

Nvidia-Backed IPO’s Cratering Demand Sends Warning on AI Funding - Bloomberg.com

Can Microsoft's Big AI Capex Translate Into Sustainable Returns Ahead? - Yahoo! Finance Canada

Why Nvidia & Microsoft are still worth watching as Treasury yields rise - TheStreet

BYD exec says biggest challenge to expansion is geopolitics - Reuters

Samsung Electronics Announces Earnings Guidance for Third Quarter 2026 - Samsung Global Newsroom

TSMC's third-quarter revenue surges to record, beating market forecast - KSL

Samsung Electronics to pay chip division special bonus in spring 2027

Nvidia-backed Firmus is closing its books as its mega IPO struggles, per Bloomberg — the AI-adjacent new-issue trade isn't clearing where sellers want

Nasdaq and S&P 500 fell from record highs once the Fed minutes hit the tape. Records into a Fed event are a crowded trade — positioning, not the minut

National Bank ocntrols household debt situation in Kazakhstan - Kaztag.kz

Is MasTec (MTZ) Undervalued After Its Backlog Growth And Revenue Outlook? - Simply Wall Street

Microsoft, Nvidia CEOs to unveil new AI laptop at San Francisco event - Reuters

S&P 500, Nasdaq on track for record closing as focus turns to earnings - The Detroit News

Temasek warns AI and inflation are the biggest market risks for next year - TradingView