Market Signals

$NVDA (NVIDIA) 8-K: Other Events (Major) (+Financial Statements and Exhibits)

$FDXF (FEDEX FREIGHT HOLDING COMPANY) 8-K: Other Events (Major)

8-K: FHLB Des Moines names Wil W. Osborn president and CEO effective October 1, 2026

$BDN (BRANDYWINE REALTY TRUST) 8-K: Other Events (Major)

$AVXL (ANAVEX LIFE SCIENCES) — 8-K: Anavex regains full Nasdaq compliance after filing overdue 10-Qs

KKR ENHANCED US DIRECT LENDING FUND-L INC. 8-K: Other Events (Major)

$SAIA (SAIA) — 8-K: Saia Q3-to-date LTL tonnage per workday up 8.3% on 1.0% shipment growth

$HLMN (HILLMAN SOLUTIONS) — 8-K: Hillman closes $315M Kanebridge buy, adding 44,000 fastener SKUs

$LQDA (LIQUIDIA) — 8-K: FDA grants Fast Track to YUTREPIA for systemic sclerosis Raynaud’s

$LBRX (LB PHARMACEUTICALS) — 8-K: LB Pharmaceuticals appoints Joseph Miller as CFO ahead of NOVA-2 readout

$APVO (APTEVO THERAPEUTICS) — 8-K: Mipletamig triplet shows 93% clinical benefit rate in TP53-mutated frontline AML

$APGE (APOGEE THERAPEUTICS) 8-K: Termination of Material Agreement (+Acquisition/Disposition of Assets, Delisting/Transfer Notice)

$CARG (CARGURUS) — 8-K: CarGurus names Matthew Mandel CFO effective Oct. 19, 2026

$MAX (MEDIAALPHA) — 8-K: MediaAlpha CFO transition set; Q3 2026 results seen at or above top end of guidance

$SMMT (SUMMIT THERAPEUTICS) — 8-K: Ivonescimab shows statistically significant overall survival benefit vs pembrolizumab in Phase III HARMONi-2

BRANDYWINE OPERATING PARTNERSHIP, L.P. 8-K: Other Events (Major)

$AHR (AMERICAN HEALTHCARE REIT) — 8-K: AHR names Aric Chang CFO effective Oct. 1, 2026; Brian Peay retires

$PCVX (VAXCYTE) — 8-K: Vaxcyte narrows VAX-31 OPUS-1 topline data guidance to end of October 2026

$RL (RALPH LAUREN) — 8-K: Ralph Lauren expands C-suite roles; COO Bob Ranftl to retire Nov. 29, 2026

$TMUS (T-MOBILE US) — 8-K: T-Mobile names Jessica Uhl CFO designate, succeeding Peter Osvaldik in February 2027

8-K: Transactional NAV per share ranges from $10.22 to $10.30 as of July 31, 2026

$PATH (UIPATH) — 8-K: UiPath Q2 revenue hits $410 million, up 13% YoY; ARR reaches $1.938 billion

BMO 2023-C4 MORTGAGE TRUST 8-K: Other Events (Major) (+Financial Statements and Exhibits)

BENCHMARK 2025-V17 MORTGAGE TRUST 8-K: Other Events (Major)

$CAR (AVIS BUDGET GROUP) 8-K: CEO/CFO/Director Departure or Appointment

$FC (FRANKLIN COVEY) 8-K: CEO/CFO/Director Departure or Appointment (+Financial Statements and Exhibits)

$GPRO (GOPRO) — 8-K: GoPro to merge with Starman Optical; shareholders get $285M cash, or $1.14/share

$USGO (U.S. GOLDMINING) 8-K: Delisting/Transfer Notice (+Financial Statements and Exhibits)

$WDFC (WD 40) — 8-K: WD-40 names Keith Stauffer CFO effective Nov. 2, 2026; Sara Hyzer moves to Americas president

SB ENERGY SEEKS IPO FOR HUGE AI INFRASTRUCTURE BUILDOUT - SEEKINGALPHA

OKTA: AI AGENTS STRENGTHEN MY THESIS, BUT VALUATION IS CATCHING UP - SEEKINGALPHA

THE AI COLLAPSE NOBODY IS READY FOR - SEEKINGALPHA

RUPEE RISES 2 PAISE TO CLOSE AT 94.49 AGAINST US DOLLAR - ECONOMICTIMES

SENIOR CREDIT INVESTMENTS, LLC 8-K: Other Events (Major)

JEFFERIES CREDIT PARTNERS BDC INC. 8-K: Other Events (Major)

$JILL (J.JILL) — 8-K: J.Jill declares $0.09 per share quarterly cash dividend

$KR (KROGER) — 8-K: Kroger names Mark Ibbotson EVP and Chief Store Operations Officer, effective Sept. 14

$ZM (ZOOM COMMUNICATIONS) — 8-K: Zoom adds former Oracle CFO Jeff Epstein to board; Jonathan Chadwick to retire

$ETR (ENTERGY CORP /DE/) 8-K: Other Events (Major)

$CF (CF INDUSTRIES HOLDINGS) 8-K: CEO/CFO/Director Departure or Appointment

OLD DOMINION ELECTRIC COOPERATIVE 8-K: CEO/CFO/Director Departure or Appointment

HPS REAL ASSETS LENDING CO LP 8-K: Other Events (Major)

$BG (BUNGE GLOBAL) 8-K: CEO/CFO/Director Departure or Appointment (+Financial Statements and Exhibits)

$JRVR (JAMES RIVER GROUP HOLDINGS) 8-K: CEO/CFO/Director Departure or Appointment

$RGP (RESOURCES CONNECTION) — 8-K: CFO Jennifer Ryu resigns effective Oct 2; Jessica Block named interim CFO

$NTST (NETSTREIT) 8-K: CEO/CFO/Director Departure or Appointment

$BSVN (BANK7) — 8-K: Bank7 Corp. wins auction for 71% of Century Financial for $91 million

$SMG (SCOTTS MIRACLE-GRO) 8-K: CEO/CFO/Director Departure or Appointment

$BBCP (CONCRETE PUMPING HOLDINGS) — 8-K: BBCP Q3 FY26 EPS $0.09, up from $0.07 YoY; revenue +13% to $117M, FY26 guide raised.

DELL TECHNOLOGIES (DELL) RAISES THE BAR AGAIN AS AI DEMAND FUELS ANOTHER STRONG QUARTER - YAHOO