Market Signals

BUY NVIDIA: THINKING DIFFERENTLY ABOUT AI VALUE CREATION - SEEKINGALPHA

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The market-implied probability of a September Fed rate hike has jumped to nearly 60%, while Kalshi currently prices it at 49%.

EX-WHITE HOUSE STAFFER FINED $173K FOR TRUMP SPEECH BETS ON KALSHI - SEEKINGALPHA

Rational Dissent Episode 006.

Autodesk (ADSK) Q2 Beat Meets Softer Q3 Profit Outlook

CORE PCE MAKES INFLATION LOOK STICKIER THAN IT IS - SEEKINGALPHA

SEBI BARS TRAFIKSOL ITS, ITS PROMOTERS FROM SECURITIES MARKET FOR 1 YEAR; SLAPS RS 1.05 CR FINE - ECONOMICTIMES

Two Yen-related updates:

PRESIDENT TRUMP SIGNS EXECUTIVE ORDER TO CREATE US SPACE ACADEMY - NASA

U.S. NAVY BLOCKADE SLASHES IRAN OIL EXPORTS AS TRUMP ADMINISTRATION SHIFTS TO ECONOMIC WARFARE - CNBC

JUDGE SAYS PENTAGON'S MEASURES AGAINST ANTHROPIC WERE 'ILLEGAL AND BASELESS' - PBS

MICROSOFT EXEC TRIES TO SOOTHE EMPLOYEE WORRIES OVER DATA CENTER IMPACT: REPORT - SEEKINGALPHA

GLENCORE NEARS NICKEL PRODUCTION AT ONTARIO PROJECT WITH MINE SHAFT COMPLETION - SEEKINGALPHA

JUDGE AGAIN BLOCKS TRUMP MAIL BALLOT EXECUTIVE ORDER IN RULING THAT'S LIKELY TO BE SWIFTLY APPEALED - PBS

ANTHROPIC'S NEW HARDWARE STANDARD LETS AI AGENTS CONTROL THE PHYSICAL WORLD - ARSTECHNICA

JUDGE AGAIN BLOCKS TRUMP MAIL BALLOT EXECUTIVE ORDER IN RULING THAT’S LIKELY TO BE SWIFTLY APPEALED - CNBC

INDIA'S 10-YEAR BOND YIELD SCALES OVER 2-MONTH PEAK AHEAD OF WARSH SPEECH - ECONOMICTIMES

JUDGE BLOCKS PENTAGON BLACKLIST OF ANTHROPIC AS SUPPLY CHAIN RISK - CNBC

IS ANTHROPIC WORTH $2 TRILLION? HERE’S HOW THE COMPANY IS TRADING IN A NEW TOKENIZED MARKET. - MARKETWATCH

SIX MONTHS INTO THE IRAN WAR: MARKETS BECOME ACCUSTOMED TO STALEMATE WITH NO END IN SIGHT - CNBC

REPORT: NVIDIA TO ACQUIRE AI MODEL REPOSITORY HUGGING FACE FOR $13 BILLION - ARSTECHNICA

CLAUDE BEGINS TO TAKE OVER THE PHYSICAL WORLD! IT CAN NOW USE A ROBOTIC ARM TO BLOCK A $50 MILLION PAYMENT. - QBITAI

WECHAT TEAM OPEN-SOURCES WEMM-EMBEDDING FOR MULTIMODAL SEARCH AND RECOMMENDATION - TECHNODE

SILICON VALLEY'S HOTTEST EMBODIED MODEL TODAY! NO POST-TRAINING NEEDED, LEARNS JUST BY WATCHING ONCE. - QBITAI

Economists, investors, financial journalists, and politicians should stop comparing today's interest rate expenses with those of 30 years ago.

SK HYNIX CEO SAYS INDIANA WILL BE KEY MEMORY PRODUCTION BASE BY 2030, FIRST U.S. FACILITY NOW UNDERWAY - CNBC

Anthropic Bet Tens of Billions on AMD. One Month Later, It Signed a $45 Billion Nvidia-Powered Lease

U.S. CONSIDERS FRESH ROUND OF TARIFFS ON SEMICONDUCTORS, REPORT SAYS - CNBC

FED'S LISA COOK TURNS MORTGAGE ALLEGATIONS BACK ON TRUMP AND HIS CABINET - CNBC

The US is holding itself back in AI race as admin. weighs semiconductor tariffs

Nvidia posted a blowout quarter. China remains a quagmire.

Regeneron Pharmaceuticals (REGN) Adjusts Course Amid Mixed Results in Melanoma Drug Trials

ANTHROPIC IS SPENDING $45 BILLION ON AI COMPUTING CAPACITY IN A DEAL WITH U.K. FIRM NSCALE - QZ

OZEMPIC MAKER NOVO NORDISK DOWNGRADED TO SELL AFTER 70% STOCK-PRICE DIVE FROM PEAK - MARKETWATCH

(URGENT) SEOUL STOCKS END HIGHER FOR 3RD DAY ON NVIDIA EARNINGS - YONHAP

BRAIN-INSPIRED CHIP STARTUP XIJIAN TECHNOLOGY RAISES NEARLY 500 MILLION YUAN IN ONE YEAR, INCUBATED BY TSINGHUA UNIVERSITY. - ZHIDX

NVIDIA EXPECTS ~70% FISCAL 2028 REVENUE GROWTH AS IT RESETS GROSS MARGIN OUTLOOK TO 72%-73% - SEEKINGALPHA

ANTHROPIC INKS $45 BN AI COMPUTING DEAL WITH NSCALE - ECONOMICTIMES

(URGENT) FX RATE STABILIZED SIGNIFICANTLY BUT REMAINS STILL HIGH: BOK GOV. - YONHAP

(URGENT) SEOUL STOCKS OPEN SHARPLY HIGHER ON ROBUST NVIDIA EARNINGS - YONHAP

NVIDIA Q2: THE $10 TRILLION THESIS - SEEKINGALPHA

DOLLAR AND BOND MARKETS 'ON EDGE' AHEAD OF JACKSON HOLE AS BESSENT'S MARKET INTERVENTION PILES PRESSURE ON WARSH - CNBC

OPENAI RELEASES SWEEPING REPORT ON HUGGING FACE AI AGENT HACK - CNBC

Despite today’s new home sales and consumer confidence misses, the @Citi Economic Surprise Index is still tracking positive but fading as data contin

SUPREME COURT FOR NOW ALLOWS TRUMP TO PLAN NEW MAIL BALLOT RULES. CALIFORNIA TO SUE AGAIN - LATIMES

DEBASEMENT TRADE TO TAKE BITCOIN TO $300,000 IN THREE YEARS, BERNSTEIN SAYS - CNBC

BILL GATES ISSUES A STARK WARNING ABOUT AI — AND AMERICANS INCREASINGLY SHARE HIS CONCERNS - MARKETWATCH

NVIDIA EARNINGS TAKEAWAYS: HUANG FORECASTS 70% FISCAL 2028 REVENUE GROWTH, FAR ABOVE ESTIMATES - CNBC

PCE Inflation Increased More Than Expected