Market Signals

MICROSOFT'S $627 BILLION ORDER BACKLOG JUSTIFIES AI CAPEX DESPITE 20% STOCK DROP - FINANCE.BIGGO.COM - GNEWS

SAMBANOVA HITS $11 BILLION VALUATION AS INVESTORS BACK NVIDIA CHIP CHALLENGERS - CNBC

AI GIANTS ARE HANDING OUT TONS OF FREE COMPUTING POWER TO GRAB STARTUP SHARE - WSJ

EU COMMISSION PROLONGS PAUSE ON TARIFFS IN AIRBUS-BOEING DISPUTE - MLEX - GNEWS

WEEKLY RECAP: TSMC RAISES AI CAPEX AND LOCALIZATION HALVES VALIDATION TIME - TRADINGVIEW - GNEWS

NASDAQ, S&P 500 FUTURES CLIMB DESPITE FRESH US-IRAN STRIKES: WHY NVDA, MU, NVTS, RDW, RACE ARE KEEPING TRADERS ENGAGED TODAY - STOCKTWITS - GNEWS

UKRAINE'S ZELENSKIY SAYS HE SPOKE TO TRUMP, CALLS FOR 'AMERICAN RESOLVE' TO HELP END WAR - REUTERS - GNEWS

KOREA SAID TO PREPARE FOR CURRENCY FLOW FROM SK HYNIX US LISTING - BLOOMBERG.COM - GNEWS

NEW AUTO TARIFFS: EU COMMISSION WAITS FOR TALKS WITH BEIJING TO PLAY OUT - TABLE.BRIEFINGS - GNEWS

OPENAI PROPOSES 5% STAKE TO TRUMP ADMINISTRATION TO EASE WASHINGTON PRESSURE: REPORT - CNBC

(URGENT) SEOUL STOCKS OPEN 4.46 PCT LOWER ON U.S. TECH LOSSES, FED CAUTION - YONHAP

(URGENT) SEOUL SHARES DIP OVER 2 PCT ON TECH LOSSES AMID IRAN DEAL UNCERTAINTY - YONHAP

AI CHIP STARTUP ETCHED LURES JANE STREET, TSMC-LINKED VC AS INVESTORS - BLOOMBERG.COM - GNEWS

(URGENT) SEOUL SHARES END 0.97 PCT HIGHER ON TECH GAINS, WITH UPCOMING U.S.-IRAN TALKS IN FOCUS - YONHAP

HEINEKEN N.V. REPORTS THE PROGRESS OF TRANSACTIONS UNDER ITS CURRENT SHARE BUYBACK PROGRAMME - YAHOO FINANCE SINGAPORE - GNEWS

S&P 500, NASDAQ FUTURES PULL BACK AFTER TRUMP WANTS 'COUPLE DAYS TO THINK' ABOUT IRAN CEASEFIRE DEAL: ASTS, DELL, BB, SMCI IN FOCUS - STOCKTWITS - GNE

(URGENT) SEOUL SHARES END TAD LOWER ON TECH LOSSES, IRAN UNCERTAINTY - YONHAP

DOW JONES FUTURES: NASDAQ SET TO REGAIN KEY LEVEL AS KOREA'S KOSPI REBOUNDS, MICRON DUE; FEDEX, CEREBRAS TUMBLE - MSN - GNEWS

(URGENT) SEOUL SHARES OPEN 0.91 PCT LOWER ON IRAN DEAL UNCERTAINTY - YONHAP

SOUTH KOREA'S SK HYNIX SAYS TO RAISE $29 BILLION IN ADR LISTING - MSN - GNEWS

US AND IRAN EXCHANGE STRIKES AS CEASEFIRE FALTERS - FINANCIAL TIMES - GNEWS

IRAN AND US ESCALATE ATTACKS AND RECRIMINATIONS OVER PEACE DEAL — REUTERS

TRUMP SAYS IRAN VIOLATED CEASEFIRE WITH HORMUZ DRONE ATTACK - BLOOMBERG.COM — via GNEWS

Please find below a Bloomberg table summarizing this morning's US data releases.

NASDAQ SINKS AS TECH STOCKS TUMBLE AMID RISING RATE CONCERNS - DEVDISCOURSE — via GNEWS

CRYPTO MARKET, S&P 500, AND NASDAQ 100 FALL AMID FED RATE HIKE FEARS - KUCOIN — via GNEWS

LS ELECTRIC CHIEF HIGHLIGHTS UTAH-KOREA BOND — via KOREAHERALD

MICRON EARNINGS AND INFLATION DATA: WHAT JAY WOODS IS WATCHING THIS WEEK — via CNBC

(URGENT) SEOUL SHARES CLOSE AT FRESH PEAK ABOVE 9,100 ON CHIP GAINS AMID U.S.-IRAN TALKS — via YONHAP

EMERGING-MARKET EARNINGS BEAT EXPECTATIONS FOR FIRST TIME IN FOUR YEARS — via SEEKINGALPHA

NVIDIA’S CEO SAYS THE JOBS DOOMSAYERS HAVE IT BACKWARDS. HERE’S WHY - 24/7 WALL ST. — via GNEWS

VANCE ARRIVES IN SWITZERLAND FOR IRAN PEACE TALKS WITH HORMUZ IN SPOTLIGHT - REUTERS — via GNEWS

IRAN CLOSES STRAIT OF HORMUZ OVER CEASEFIRE VIOLATIONS - MEHR - REUTERS — via GNEWS

(URGENT) SEOUL STOCKS SNAP 6-DAY WINNING STREAK ON PROFIT-TAKING, IRAN UNCERTAINTY — via YONHAP

*CME GROUP CEO TERRY DUFFY TO STEP DOWN — via @TheStalwart

TRUMP SAYS US WOULD DO BETTER WITHOUT USMCA TRADE AGREEMENT - REUTERS — via GNEWS

(URGENT) TRUMP VOWS TO PLAY ROLE IN ADVANCING KOREAN PENINSULA ISSUES IN TALKS WITH LEE AT G7 SUMMIT: OFFICIAL — via YONHAP

BITCOIN DOESN'T NEED ETHEREUM-STYLE YIELD, SAYS STRATEGY'S MICHAEL SAYLOR - BITGET — via GNEWS

US APPROVAL OF PARAMOUNT/WARNER BROS. DEAL SURPRISED DOJ LAWYERS, REPORT SAYS — via ARSTECHNICA

PREDICTION MARKET TRADERS SPECULATE ANTHROPIC WILL RESTORE ACCESS QUICKLY TO AI MODEL AFTER TRUMP ADMIN DIRECTED IT TO LIMIT REACH — via CNBC

IRAN DEAL WON'T SOLVE OIL SUPPLY ISSUES OVERNIGHT. BARCLAYS KEEPS $100 FORECAST — via CNBC

(URGENT) SEOUL STOCKS OPEN 1.76 PCT HIGHER ON WALL STREET GAINS FOLLOWING U.S.-IRAN DEAL — via YONHAP

DONALD TRUMP SETTLES FOR A TRUCE OF CONVENIENCE WITH IRAN - FINANCIAL TIMES — via GNEWS

(URGENT) SEOUL STOCKS UP FOR 3RD DAY TO SETTLE ABOVE 8,500 ON U.S.-IRAN DEAL — via YONHAP

IRAN PEACE DEAL, SPACEX IPO AND WORLD CUP CONCERNS - REUTERS — VIA GNEWS

PAKISTAN PM SAYS US-IRAN PEACE DEAL SIGNING EXPECTED WITHIN 24 HOURS - REUTERS — VIA GNEWS

IRAN PEACE DEAL LOOMS, NEW MILITARY ACTION NEAR STRAIT OF HORMUZ — Reuters

US, IRAN EDGE TOWARD INTERIM PEACE DEAL THAT WILL REOPEN HORMUZ - BLOOMBERG.COM — VIA GNEWS

PAKISTAN PM SHARIF SAYS IN X POST THAT FINAL TEXT OF US-IRAN PEACE DEAL AGREED, WORKING ON NEXT STEPS - REUTERS — VIA GNEWS

NVDA TECHNICALS VS. THE AI CAPEX PANIC - MOOMOO — VIA GNEWS