Market Signals

TSMC has posted its Q3 2026 earnings call presentation. The tape will care about AI demand and capex commentary, not the slides themselves.

Trump offers $1M reward for voter fraud tips that result in conviction

$CDNS. CADENCE DESIGN SYSTEMS

Bank of Canada hike odds jumped from ~30% to ~81% for a 25bp move to 2.50%, OIS pricing shows, and 19 of 34 surveyed economists now expect it. That wo

$AMKR. AMKOR TECHNOLOGY

📊 Real Yield Trend: 2.66% (13-week change: -0bp, falling)

📊 10-Year Breakeven Inflation: 2.34 % (+0.00pp)

📊 10-Year TIPS Real Yield: 2.66 % (+0.02pp)

📊 ICE BofA BBB Corporate OAS: 1.13 bp (+0bp)

📊 ICE BofA US High Yield OAS: 3.38 bp (-0bp)

📊 10-Year Treasury Yield: 4.996 % (-0.00pp)

Nvidia, AMD and Broadcom could step in as buyers in Meta's $35B stock offering. Strategic demand that size would help absorb the supply and underlines

Freeport-McMoRan Q3 earnings preview: Results expected to rise Y/Y

Bank of Marin outlines ~25 bp monthly loan-yield benefit over the next year as margin tailwinds build

Anthropic files for potentially the biggest IPO ever as CEO warns of AI's existential risk to humanity

FOMC Preview: To Hike Or Not To Hike? That's The Trap

Delegations meet in Iran with the Middle East on edge over potential for renewed fighting

Undervalued industrial stocks with strong year-over-year revenue growth

The excitement around Moderna’s cancer vaccine is cooling. Here’s why.

Tower Semiconductor: Management's Confidence Is Infectious

Anthropic: From public benefit corporation to mighty IPO ANT

Chinese wind turbine maker builds European firewall from Beijing - Financial Times

‘Pull Out the Sick Trees’: Xi’s Constant Purges Pave Way for Next Term

Selective Insurance Group, Inc. 4.60 DP SH PFD Bp declares $0.2875 dividend

J&J reports 75% tumor response rate with novel prostate cancer therapy

Alice Weidel's failed charm offensive at the European Parliament

Andy Burnham says the Brexit deal is not good enough for the British public. Another UK political headline for investors to discount, with no new poli

Alipay AI Payment launches annual hackathon, inviting developers to turn AI ideas into business

Who is supplying embodied data to OpenAI?

SK Hynix is said to plan $12B special dividend from Kioxia investment

Markets await geopolitical outlook as WTI prices fluctuate downward

📊 ICE BofA BBB Corporate OAS: 1.11 bp (+0bp)

The 10-year Treasury yield is at 5.001%, up 4bp. The 5% handle is the level that reprices equity multiples. Until the long end stops rising, rallies a

📊 Real Yield Trend: 2.64% (13-week change: -0bp, falling)

📊 10-Year Breakeven Inflation: 2.34 % (+0.02pp)

📊 10-Year TIPS Real Yield: 2.64 % (-0.12pp)

📊 ICE BofA US High Yield OAS: 3.4 bp (+0bp)

🏆 S&P 500 Sector Earnings Growth — Q3 2026

China's fifth plenum, Jio listing on Indian bourses, BOJ meeting

DOJ flooded with thousands of fraud tips after cash incentive launch, Trump official says

Medpace was downgraded to Hold with a revenue growth guidance change and slightly lower backlog conversion. The backlog line is the tell here, it feed

Trump is privately worried AI hysteria could jolt a market excessively concentrated in AI stocks, even as his own data center push cannibalizes chips

Major CoBRA Raid On Designated Kuki Insurgent Camp In Manipur Finds 17 Impersonators

California must respond to DOJ's emergency request over ballots mailed to alleged noncitizens, court rules

Google Recruiter Shares 5 Job Application Tips For Interested Applicants

$PG. PROCTER & GAMBLE

$NTNX. NUTANIX CLASS A

$BE. BLOOM ENERGY CLASS A

Melania Trump has helped broker ceasefire in Russian-occupied Ukrainian town, says White House – as it happened

$DGX. QUEST DIAGNOSTICS INC