Market Signals

DeepSeek deep-sixed at all US federal civilian agencies

US bans DeepSeek from civilian agency IT systems. Procurement policy is becoming a real distribution barrier for Chinese AI models, and federal IT is

Nvidia is backing four German AI startups as part of a near-$10B European push. The read is ecosystem seeding: getting capital into the demand side of

Cook wins Rs 4 crore tax demand case in HC

ServisFirst outlines 5-7 bps quarterly margin expansion as it launches 2m-share repurchase plan

From "understanding the world" to "rehearsing the next step": How do world models and VLA give robots a truly "embodied brain"?

Toyota, Honda resume Thai production after floods as supply chains come back

📊 10-Year TIPS Real Yield: 2.74 % (-0.04pp)

📊 10Y-2Y Treasury Spread: 36.1 bp (+1bp)

📊 10Y-3M Treasury Spread: 95.6 bp (+4bp)

📊 ICE BofA US High Yield OAS: 3.31 bp (+0bp)

📊 ICE BofA BBB Corporate OAS: 1.06 bp (+0bp)

📊 10-Year Breakeven Inflation: 2.35 % (+0.00pp)

📊 Real Yield Trend: 2.74% (13-week change: -0bp, falling)

Japan launches spacecraft to Mars' moon in mission to bring back soil samples

Ex-OpenAI worker accused of bugging conference room planned to fly to Saudi Arabia, prosecutors say

Western Alliance Q3 earnings beat, helped by investment securities gain, lower deposit costs

Galleon Gold increases bought deal private placement of shares to $27M

🏆 S&P 500 Sector Earnings Growth — Q3 2026

How Iran war votes in Congress became a focal point for campaign ad attacks

Caterpillar, Cummins, Quanta Services poised to gain from 2027 data-center growth: UBS

Unilever strikes a deal to sell Welly as its portfolio reset continues

Cognizant and Google Cloud expand partnership to scale agentic AI

JetBlue earns upgrade at UBS as valuation and liquidity risks ease

Roche – Hansoh cancer drug deal could exceed $14B

Micron: CXMT Sparks Fear, HBM Fuels Higher Margins

CME to launch tungsten futures to meet rising demand for critical minerals

Zelenskyy says Ukraine got no early warning from partners as Russia hits the power grid again

Roche pauses German investments over healthcare reforms

Oil prices slip after Trump waives sanctions against Russian crude

Insider selling weighs on Sea Ltd

Former OpenAI engineer appears to have received 'considerable' Saudi government support

Netflix Q3 earnings in focus as shares hover near 52-week lows

UroGen gets FDA review for new bladder cancer therapy

$CME is planning tungsten futures as demand for weapons rises. A new hedging tool for a strategic metal tied to defense demand, and the exchange is mo

FBI arrest Saudi OpenAI employee for allegedly planting recording device in office

AM Markets Need to Know: Musk plans SpaceX gift, Samsung taps TSMC, and more

Briton threatened with deportation from Sweden over Brexit rules goes into hiding

Axis Bank shares fall over 4% despite 38% YoY jump in Q2 net profit. Why brokerages are revising target prices

China GDP growth picks up to 4.5% from 3-year low

📊 Real Yield Trend: 2.78% (13-week change: -0bp, falling)

High-yield OAS at 3.23, unchanged on the day, so credit is still pricing risk-on even with the long end of the Treasury curve selling off. Junk spread

📊 10-Year TIPS Real Yield: 2.78 % (-0.06pp)

📊 ICE BofA BBB Corporate OAS: 1.05 bp (+0bp)

📊 10-Year Breakeven Inflation: 2.35 % (+0.03pp)

TSMC: The Easy Money Is Gone

CPCA # of China's Sep auto mkt:

Wall Street freaked out Friday, and both $VIX and bitcoin suggest the fear may fade Monday. The tell is whether that hedging bid keeps unwinding; if i

China's battery exports are running hot: 28.4 GWh of auto batteries in September, up 60.9% YoY, plus 15.6 GWh of BESS, up 71.4%. The tell is LFP at 53

$FDIG is two funds in one, and the miner half faces a funding squeeze. That's the piece carrying real balance-sheet risk, so the wrapper shouldn't be