Market Signals

$GEV (GE VERNOVA) 8-K: CEO/CFO/Director Departure or Appointment

$AFRM (AFFIRM HOLDINGS) 8-K: Results of Operations (Earnings) (+CEO/CFO/Director Departure or Appointment, Financial Statements and Exhibits)

IPC ALTERNATIVE REAL ESTATE INCOME TRUST, INC. 8-K: Other Events (Major)

8-K: STRATS 2005-1 pays $3.8794838 per $1,000 certificate on Aug 17, 2026

8-K: STRATS Trust 2005-3 pays $4.4163418 per $1,000 certificate on August 17, 2026

TC ENERGY: POWERING AI WITH NATURAL GAS AND POWER - SEEKINGALPHA

SOCIAL SECURITY ON TRACK FOR HISTORIC SECOND ‘TRUMP BUMP’ IN 2027 — 75M AMERICANS CLOSING IN FAST. HOW MUCH CAN YOU GET? - YAHOO

CROWDSTRIKE: BUY THE AI SECURITY BREAKOUT, BUT RESPECT THE VALUATION - SEEKINGALPHA

$GAP (GAP) — 8-K: Q2 FY26 adjusted EPS $0.52 beats consensus $0.49 by +5.8%; revenue -2% YoY

GOLD FIELDS (GFI) RIDES A GOLD PRICE SURGE TO RECORD CASH FLOW - YAHOO

ISRAELI STRIKE KILLS THREE PALESTINIANS IN WEST BANK’S JENIN - ALJAZEERA

APPIAN: PROVING ITSELF AS AN ESSENTIAL AI LAYER WITH ACCELERATING GROWTH - SEEKINGALPHA

$AME (AMETEK INC/) — 8-K: AMETEK closes $5.0 billion all-cash Indicor Instrumentation acquisition

$UNM (UNUM GROUP) — 8-K: Unum Group board authorizes new $1 billion share repurchase program

$DINO (HF SINCLAIR) 8-K: Other Events (Major)

8-K: Duke Energy Carolinas and Progress to combine into single utility effective January 1, 2027

$AJG (ARTHUR J. GALLAGHER &) 8-K: CEO/CFO/Director Departure or Appointment

$NWSA (NEWS) — 8-K: News Corp discloses up to $1 billion stock repurchase program authorized July 15, 2025

$KKR (KKR & CO.) 8-K: Regulation FD Disclosure (+Other Events (Major))

$BBW (BUILD-A-BEAR WORKSHOP) — 8-K: BBW Q2 FY26 EPS $0.70; revenue falls 7.2% to $115M; FY26 revenue guide cut to $0.5B-$0.5B

$NBR (NABORS INDUSTRIES) — 8-K: Nabors takes 14% stake in Quaise Energy with $35 million equity investment

$KRMN (KARMAN HOLDINGS) — 8-K: Karman names Chris Boynton CFO effective Sept. 14; Mike Willis to exit by year-end

$WTM (WHITE MOUNTAINS INSURANCE GR..) — 8-K: Stephen Klar elected to White Mountains Board of Directors

$DLB (DOLBY LABORATORIES) — 8-K: Dolby names Marc Whitten CEO as Kevin Yeaman retires after two decades

$URBN (URBAN OUTFITTERS) — 8-K: URBN posts record Q2 sales of $1.66 billion, up 10.4%, with EPS of $2.78

$VICR (VICOR) 8-K: Other Events (Major)

BOARD OF PEACE ENVOY MLADENOV WARNS GAZA CEASEFIRE RISKS ‘COLLAPSE’ - ALJAZEERA

ALIBABA: THREE-YEAR AI CAPEX PAYBACK PERIOD SILENCE BEARS - SEEKINGALPHA

NUVEEN CHURCHILL PRIVATE CAPITAL INCOME FUND 8-K: Other Events (Major)

HPS CORPORATE LENDING FUND 8-K: Regulation FD Disclosure (+Other Events (Major))

HPS CORPORATE CAPITAL SOLUTIONS FUND 8-K: Unregistered Equity Sales (+Regulation FD Disclosure, Other Events (Major))

OAKTREE STRATEGIC CREDIT FUND 8-K: Regulation FD Disclosure (+Other Events (Major))

BMO 2026-5C16 MORTGAGE TRUST 8-K: Other Events (Major) (+Financial Statements and Exhibits)

$CSR (CENTERSPACE) 8-K: Other Events (Major)

NOVELIS INC. 8-K: CEO/CFO/Director Departure or Appointment (+Financial Statements and Exhibits)

MORGAN STANLEY BANK OF AMERICA MERRILL LYNCH TRUST 2026-C36 8-K: Other Events (Major) (+Financial Statements and Exhibits)

$HELE (HELEN OF TROY) 8-K: CEO/CFO/Director Departure or Appointment (+Say-on-Pay Vote Results, Financial Statements and Exhibits)

BLACKROCK PRIVATE CREDIT FUND 8-K: Unregistered Equity Sales (+Other Events (Major))

$RUM (RUM GROUP) 8-K: CEO/CFO/Director Departure or Appointment

$CURI (CURIOSITYSTREAM) — 8-K: CuriosityStream names Sean Piche CFO after Q2 revenue of $23.2 million, up 22% YoY

STONEPEAK-PLUS INFRASTRUCTURE FUND LP 8-K: Unregistered Equity Sales (+Other Events (Major))

$KEYS (KEYSIGHT TECHNOLOGIES) — 8-K: Keysight appoints Scott Reese to Board of Directors, effective immediately

NEW MOUNTAIN PRIVATE CREDIT FUND 8-K: Unregistered Equity Sales (+Regulation FD Disclosure, Other Events (Major))

$ZSQR (Z SQUARED) 8-K: CEO/CFO/Director Departure or Appointment (+Financial Statements and Exhibits)

$VCTR (VICTORY CAPITAL HOLDINGS) — 8-K: Victory Capital to acquire First Eagle, creating $571 billion global asset manager

CARLYLE PRIVATE EQUITY PARTNERS FUND, L.P. 8-K: Unregistered Equity Sales (+Other Events (Major))

$AREC (AMERICAN RESOURCES) 8-K: Delisting/Transfer Notice (+Financial Statements and Exhibits)

AXT: AI DRIVEN INP DEMAND MAKES THE VALUATION WORTH THE RISK - SEEKINGALPHA

AMAP RELEASES ABOT-RECON, THE FIRST LONG-RANGE-DEPENDENCY-FREE TEN-THOUSAND-FRAME STREAMING 3D RECONSTRUCTION MODEL, RECONSTRUCTING A 10,000-FRAME 3D

JAPAN TO PUT RESPONSIBILITY FOR PREVENTING ACCOUNTING FRAUD ON TOP EXECUTIVES - NIKKEI