Market Signals

$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

VISA DOUBLES DOWN ON SOUTH KOREA WITH UPBIT OPERATOR DUNAMU ON STABLECOIN PAYMENTS - COINDESK

SCIENCE APPLICATIONS Q2 2027 EARNINGS PREVIEW - SEEKINGALPHA

WHAT EMPLOYERS ARE LOOKING FOR IN THE AGE OF AI — AND FOUR WAYS TO PROVIDE IT - NATURE

BYD PROFIT REBOUNDS AS OVERSEAS SALES OFFSET CHINA SLOWDOWN - NIKKEI

WALMART SETTLES FEDERAL GOVERNMENT OPIOIDS LAWSUIT - SEEKINGALPHA

ROCKWELL AUTOMATION: ACCELERATING GROWTH AND AI OPTIONALITY - SEEKINGALPHA

WORKDAY'S Q2 RESULTS SHOW AI PRODUCTS GAINING MOMENTUM: ANALYSTS - SEEKINGALPHA

VEEVA: WILL BENEFIT FROM AI AND INCREASE ITS REVENUES - SEEKINGALPHA

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

$RIVN (RIVIAN AUTOMOTIVE, INC. / DE) — 8-K: Rivian CFO Claire McDonough to depart Oct. 30, 2026; Derek Mulvey expected as interim CFO

$RBRK (RUBRIK) — 8-K: Rubrik Q2 revenue up 38% to $427.3M; subscription ARR hits $1.66B

KKR SETTLES US ANTITRUST CASE ACCUSING IT OF MERGER FILING VIOLATIONS FOR $250 MILLION - YAHOO

DAVID ROSENBERG ON WHY THE AI BOOM IS RISKIER THAN YOU THINK - SEEKINGALPHA

ALNYLAM DROPS AS ASTRAZENECA POSTS FULL TRIAL RESULTS FOR FAILED HEART DRUG - SEEKINGALPHA

YMAX: DISTRIBUTING ITS WAY INTO A REVERSE SPLIT - SEEKINGALPHA

SAIA IS ON WATCH AFTER DEUTSCHE BANK ISSUES BULLISH CATALYST CALL - SEEKINGALPHA

FED, BOJ, AI BOOM AND ELECTIONS: WHAT MARKETS ARE WATCHING NEXT - ECONOMICTIMES

34 GRAMS, ALL-WEATHER AI, STARTING AT 1996 YUAN, LEINIAO IO SELLS WELL, ACCELERATING THE POPULARIZATION OF SMART GLASSES AMONG THE GENERAL PUBLIC. - Q