Market Signals

$BCML (BAYCOM) — 8-K: BayCom declares $0.30 quarterly cash dividend, payable October 8, 2026

BLUE OWL DIGITAL INFRASTRUCTURE TRUST 8-K: Unregistered Equity Sales (+Other Events (Major))

$MSM (MSC INDUSTRIAL DIRECT CO) 8-K: CEO/CFO/Director Departure or Appointment

ARES CORE INFRASTRUCTURE FUND 8-K: Unregistered Equity Sales (+Other Events (Major))

QNITY APPOINTS SEMICONDUCTOR FINANCE VETERAN KEN RIZVI AS CFO - SEEKINGALPHA

I'M DOWNGRADING DELL AHEAD OF Q2 EARNINGS (PREVIEW) - SEEKINGALPHA

THREE ARROWS LAUNCHED SIMULTANEOUSLY! UBTECH COMPREHENSIVELY SHOWCASES HUMANOID ROBOT ACHIEVEMENTS IN INDUSTRIAL, COMMERCIAL, AND HOME CONSUMER APPLIC

VANCE SAYS WAR IN "NEW PHASE" OF ECONOMIC PRESSURE AS IRAN DISMISSES TRUMP THREAT - CBS

TATA STEEL, ADANI PORTS AMONG TOP 10 STOCKS DOWNGRADED BY MOTILAL OSWAL AFTER Q1 RESULTS - ECONOMICTIMES

NETEASE YOUDAO 2026 Q2 EARNINGS REPORT: Q2 NET REVENUE 1.47 BILLION YUAN, AI-NATIVE STRATEGY ACCELERATES REALIZATION OF COMMERCIAL VALUE - QBITAI

TREASURY BUYBACKS COULD SET UP BITCOIN’S NEXT MOVE TOWARD $180,000, SAYS STRATEGIST - COINDESK

CANADA, U.S. INCH CLOSER TO TRADE DEAL AHEAD OF TRUMP'S TARIFF DEADLINE - SEEKINGALPHA

THIS YEAR'S "WRC MUST-SEE": FULL-STACK AI, 20+ ULTRA-DIFFICULT HOUSEHOLD CHORES, TAKE IT HOME FOR 89,900 YUAN. - QBITAI

$100 DIESEL CRACKS SIGNAL A MUCH TIGHTER OIL MARKET THAN BRENT SUGGESTS - YAHOO

GLOBAL MARKET: JAPAN CORE INFLATION ACCELERATES IN JULY, STRENGTHENING CASE FOR BOJ RATE HIKE - ECONOMICTIMES

LATTICE SEMICONDUCTOR: AS COMPUTE COMPLEXITY GROWS, SO DOES THE OPPORTUNITY - SEEKINGALPHA

THE STRICT FATHER OF CLOSED-SOURCE RSI: 18 AGENTS CONDUCT AUTONOMOUS RESEARCH, KIMI K3 APPROACHES OPUS 5 VIA HARNESS. - QBITAI

LIGHTSAIL AI TECHNOLOGY OFFICIALLY LANDS IN SHOKZ OPENFIT 2 AI EARBUDS, JOINTLY PUSHING THE BOUNDARIES OF AI. - QBITAI

JAPAN AUGUST FLASH PMIS: MANUFACTURING RISES TO 55.1, SERVICES CLIMB TO 52.3 - SEEKINGALPHA

SOUTH KOREA'S SK HYNIX CONSIDERS MULTITRILLION-WON MEMORY CHIP PLANT IN JAPAN - REPORT - SEEKINGALPHA

MIDDLE EAST DEPLOYMENT LEAVES ASIA-PACIFIC WITHOUT US AIRCRAFT CARRIER - NIKKEI

JAPAN'S JULY INFLATION ACCELERATES TO 1.9%; CORE CPI RISES TO 1.8% - SEEKINGALPHA

TEXAS OIL BILLIONAIRE EMERGES AS SHERRITT MYSTERY BIDDER - BLOOMBERG - SEEKINGALPHA

JAPAN TOBACCO: STRONG EARNINGS SUPPORT THE SHARE PRICE - SEEKINGALPHA

Riot Platforms (RIOT) & CleanSpark (CLSK): Bitcoin Miners are Becoming AI Landlords. Riot Just Signed a $9 Billion Lease to Prove It

SAMSUNG ELECTRONICS WINS 45 AWARDS AT 2026 IDEA - YONHAP

S. KOREA, U.S., JAPAN SHARE INFORMATION, DISCUSS RESPONSE TO N.K. MISSILE LAUNCH - YONHAP

TREASURY TURNS TO INTERVENTIONIST TACTICS TO LOWER INTEREST RATES - NYT

(LEAD) N.K. LEADER'S SISTER SAYS REDUCED MILITARY EXERCISE PUT SEOUL 'IN POOR PLIGHT OF CANCELING WAR GAMES' - YONHAP

OPENAI HIT THE BRAKES. NOW WHAT? - TECH

TWIST BIOSCIENCES: AI-DRIVEN RALLY OR SHORT SQUEEZE? I'M NEUTRAL (FOR NOW) - SEEKINGALPHA

BROADCOM ENGAGES WITH LENDERS TO SECURE $60B FOR AI CHIP FINANCING: REPORT - SEEKINGALPHA

WHEAT HOLDING STEADY SO FAR ON WEDNESDAY MORNING - YAHOO

BOSTON BEER NAMES MATT MURPHY INTERIM CFO AS DIEGO REYNOSO DEPARTS; - SEEKINGALPHA

THE IRS JUST SENT A $43 BILLION ‘TRUMP BUMP’ TO MILLIONS OF AMERICANS — DID YOU GET YOUR CHECK? - YAHOO

$VRSK (VERISK ANALYTICS) 8-K: Other Events (Major) (+Financial Statements and Exhibits)

$OWL (BLUE OWL CAPITAL) 8-K: Entry into Material Agreement (+Off-Balance Sheet Arrangement, Other Events (Major))

8-K: BMO 2026-C15 Mortgage Trust files mortgage loan purchase agreement with Bank of Montreal

$AVY (AVERY DENNISON) 8-K: Other Events (Major)

$BAX (BAXTER INTERNATIONAL) — 8-K: Baxter names John Rogers CFO effective Oct. 1, 2026; reiterates full-year 2026 outlook

$HON (HONEYWELL INTERNATIONAL) — 8-K: Honeywell names Hammoud to lead Process Technology; Picon takes over Building Automation

$NVST (ENVISTA HOLDINGS) 8-K: CEO/CFO/Director Departure or Appointment (+Other Events (Major), Financial Statements and Exhibits)

$CW (CURTISS WRIGHT) — 8-K: Curtiss-Wright adds $100M to 2026 buyback, targeting $260M in repurchases

MORGAN STANLEY BANK OF AMERICA MERRILL LYNCH TRUST 2025-5C2 8-K: Other Events (Major)

CHAMATH PALIHAPITIYA SAYS DATA CENTER BACKLASH IS A 'POWDER KEG' THAT AI LEADERS MUST DEFUSE - BUSINSIDER

BESSENT: AIM IS TO 'COLLAPSE' IRAN REGIME THROUGH ECONOMIC WARFARE, BUT US UNLIKELY TO RESTART MAJOR COMBAT - ZEROHEDGE

INDIA, JAPAN ROAR BACK AT 'UNILATERAL' DRAGON - ECONOMICTIMES

BITCOIN HITS $69,000, ETHER JUMPS 10% AS TREASURY BUYBACKS, SEC CRYPTO PROPOSAL FUEL MARKET RALLY - THEBLOCK

CHINA ACCUSES EU OF OVERREACH REGARDING JD.COM DEAL PROBE - NIKKEI

Short Sellers Lose Nearly $3 Billion As Bitcoin’s Price Spikes