Market Signals

CHINA'S FIRST DOMESTICALLY BUILT PURE-ELECTRIC EXPORT CONTAINER VESSEL SETS SAIL - ECNS

UKRAINE DISMISSES IRANIAN THREATS AS CASPIAN SEA STRIKE DIRECTLY LINKS WARS - BBC

SPECIAL BILL ON NUCLEAR SUBS TO SPECIFY S. KOREA'S COMMITMENT NOT TO DEVELOP NUCLEAR WEAPONS: SOURCES - YONHAP

ABSENTEE OWNERS ABOUND ON TOP FLOORS OF TOKYO, OSAKA CONDOS - NIKKEI

TRUMP ASKS US SUPREME COURT TO ALLOW MAIL-IN VOTING RESTRICTIONS - ALJAZEERA

CHIP MAKER SOARS 466% ON DEBUT TO BECOME NO. 1 IN CHINA STOCK MARKET - WSJ

$HIG — HARTFORD INSURANCE GROUP INC

OIL PRICE DIVES AS US AND IRAN PAUSE ATTACKS - BBC

STRATEGY EXTENDS BITCOIN PAUSE TO FIVE WEEKS, SELLS $544.5 MILLION IN MSTR AS USD RESERVE HITS $3.75 BILLION - THEBLOCK

JIAXING NANHU AIRPORT IN EAST CHINA LAUNCHES FIRST CARGO ROUTE TO NORTH AMERICA - ECNS

MICHAEL SAYLOR TEASES ‘ANOTHER COLOR’ AFTER FOUR STRAIGHT WEEKS WITHOUT A STRATEGY BITCOIN BUY - THEBLOCK

'LARGEST GROUP OF TDS SUFFERERS EVER PUT TOGETHER': TRUMP DELIVERS REMARKS AT CORRESPONDENTS' DINNER - ZEROHEDGE

NVIDIA FORMS $500 BILLION AI ‘PARTNERSHIP’ WITH MEMORY CHIP GIANT SK - THEINFORMATION

TRUMP SWIPES AT JOURNALISTS AT WHITE HOUSE CORRESPONDENTS' DINNER - CBS

TRUMP THREATENS EU WILL PAY ‘BIG PRICE’ AFTER BRUSSELS FINES GOOGLE $1BN - ALJAZEERA

RBOB Gasoline Futures $3.27 ↓ 1.6% 54th %ile • KXWTI 8.5% — $117 or above

META, MICROSOFT, NVIDIA AND OTHERS SIGN LETTER DEFENDING OPEN-SOURCE AI - THEINFORMATION

BANGLADESH PRESIDENT MOHAMMED SHAHABUDDIN RESIGNS - ALJAZEERA

TRADE VOLUME VIA YOUYIGUAN PORT ON CHINA-VIETNAM BORDER TOPS $53.6 BILLION IN H1 - ECNS

FLOW TRADERS PILOTS LOMBARD’S NEW BITCOIN-BACKED CREDIT STRATEGY FOR STABLECOIN BORROWING - THEBLOCK

CHINA-LAOS RAILWAY CARGO VALUE HITS 17.17 BLN YUAN IN H1, UP 33.8% - ECNS

WIFE OF SK CHIEF WINS SOUTH KOREAN RECORD $643MN DIVORCE SETTLEMENT - NIKKEI

TSMC STOCK: A $64 BILLION BET EVEN AS AI BUBBLE FEARS GROW - YAHOO

TRUMP IMPOSES NEW DOUBLE-DIGIT TARIFFS ON DOZENS OF COUNTRIES - ALJAZEERA

BLACKROCK, COINBASE, STRATEGY IN A NEW GROUP PLEDGING $15 MILLION TO PREPARE BITCOIN FOR QUANTUM THREATS - COINDESK

RALLY ATTENDEE STEALS THE SHOW BY MIMICKING TRUMP’S GESTURES - ALJAZEERA

S. KOREA HOLDS CEREMONY MARKING RETURN OF LION STATUES TO CHINA - YONHAP

OPENAI’S CLOTHING IGNITED DEBATE. ITS DESIGN DIRECTOR EXPLAINS THE VISION. - WSJ

TESLA FALLS 12%, ALPHABET SINKS 6% AS AI SPENDING CONCERNS SPOOK INVESTORS - TECH

$NDAQ 8-K earnings — Q2 FY26

📊 Yorktown Management & Research Co 13F — Yorktown Management & Research Co Inc: $163M portfolio, 249 positions (Q2 2026)

$TCBK 8-K earnings — Q2 FY26

(3RD LD) S. KOREA'S GDP EXPANDS 0.6 PCT IN Q2, WITH 3 PCT ANNUAL GROWTH ON TRACK: BOK - YONHAP

IRAN WAR LIVE: US LAUNCHES NEW ATTACKS; HOUTHIS ATTACK 2 SAUDI OIL TANKERS - ALJAZEERA

YEMEN’S HOUTHIS CLAIM ATTACK ON TWO SAUDI OIL TANKERS - ALJAZEERA

ANDURIL, OTHER DRONE MAKERS EYE JAPANESE TECH IN GLOBAL EXPANSION - NIKKEI

NUMBER OF INCARCERATED N. KOREAN DEFECTORS RISES TO 172 IN 2025: REPORT - YONHAP

CBOE Crude Oil Volatility $65.31 ↑ 2.4% 63th %ile (fear) • KXWTI 8.5% — $117 or above

📊 Coerente Capital Management 13F — COERENTE CAPITAL MANAGEMENT: $543M portfolio, 43 positions (Q2 2026)

📊 Bourgeon Capital Management 13F — BOURGEON CAPITAL MANAGEMENT LLC: $679M portfolio, 102 positions (Q2 2026)

📊 American National Bank & Trust 13F — AMERICAN NATIONAL BANK & TRUST: $1.2B portfolio, 631 positions (Q2 2026)

📊 Bellecapital International Ltd. 13F — Bellecapital International Ltd.: $625M portfolio, 123 positions (Q2 2026)

CBOE Crude Oil Volatility $63.78 ↑ 2.8% 61th %ile (fear) • KXWTI 8.5% — $117 or above

LIVE UPDATES: BITCOIN SLIPS UNDER $66,000 AS OIL'S SURGE SACKS STRENGTH FROM RISK MARKETS - COINDESK

HERE'S WHY BITCOIN BULLS SHOULD TAKE A CLOSER LOOK AT INTEREST RATES - COINDESK

TRUMP THREATENS TO TARGET IRAN'S BRIDGES AND POWER PLANTS IF HORMUZ ATTACKS PERSIST - BBC

CHINA TO SPEND $3.1 BILLION ON SCRAPPING OLD FREIGHT TRUCKS - ECNS

TRUMP'S 50% TARIFF ON CANADA: TRADE ESCALATION UNDER SECTION 338 - SEEKINGALPHA

NEBIUS ADVANCES ON NVIDIA STAKE DISCLOSURE AMID AI CLOUD SWOON - YAHOO

TSMC PLANS TO RAISE PRICES, SAYS REPORT. STOCK JUMPS. - YAHOO