Market Signals

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

RUPEE SPINS WHEELS IN THIN BAND, SHORTS AWAIT FRESH ENTRY POINTS - ECONOMICTIMES

WESTERN FORCES ARE ROLE-PLAYING AS RUSSIA IN TRAINING, ATTACKING UKRAINIAN TROOPS WITH TANKS, ATVS, AND MOTORCYCLES - BUSINSIDER

BITCOIN JUMPS 11% TO $71K, HITS 2-MONTH HIGH; $190 BILLION ADDED TO CRYPTO MARKET CAP AFTER TRUMP’S CRYPTO PUSH - ECONOMICTIMES

BSE SHARES FALL OVER 3% FROM DAY’S HIGH AFTER REPORT SAYS NSE WEIGHS TRADING SHARES ON OWN PLATFORM - ECONOMICTIMES

MICROSOFT WILL PAY UP TO $279K FOR A LAWYER WHO CAN BUILD AI - BUSINSIDER

NSE PLANS TO LET YOU BET ON NSE AFTER LISTING ON BSE - ECONOMICTIMES

IRON MOUNTAIN: DATA CENTER LEASING IS THE MAIN GROWTH DRIVER - SEEKINGALPHA

UNITREE CEO: ROBOTICS EDGING TOWARDS 'CHATGPT MOMENT' - SEEKINGALPHA

SINGULARITY FUTURE TECHNOLOGY EXPLORES 900-ACRE SOUTH CAROLINA AI DATA CENTER PROJECT - SEEKINGALPHA

PZENA JAPAN FOCUSED VALUE COMPOSITE Q2 2026 COMMENTARY - SEEKINGALPHA

NETEASE NON-GAAP EPADS OF $1.78 MISSES BY $0.53, REVENUE OF $4.4B BEATS BY $30M - SEEKINGALPHA

COMMODITIES: OIL ADVANCES AS U.S. TIGHTENS PRESSURE ON IRAN - SEEKINGALPHA

ALINA HABBA SHUTS DOWN SPECULATION SHE COULD REPLACE KAROLINE LEAVITT AS WHITE HOUSE PRESS SECRETARY - FOX

EXCLUSIVE: CHINA SLOWS EXPORTS OF KEY OPTICAL, AEROSPACE METALS TO TAIWAN - NIKKEI

EXPERIAN BRINGS PERSONALIZED CREDIT SCORES TO CHATGPT, A UK FIRST - SEEKINGALPHA

OCEAN FREIGHT RATES SURGE +400% — BUT DEMAND ISN’T DRIVING IT - YAHOO

RUPEE RISES 17 PAISE TO 95.56 AGAINST US DOLLAR IN EARLY TRADE - ECONOMICTIMES

CREDENT CONNECT LISTS AT 90% PREMIUM ON NSE SME - ECONOMICTIMES

WALMART Q2 EARNINGS WILL PUT ITS 54-YEAR DIVIDEND STREAK TO THE TEST - YAHOO

WHAT DOES THE S&P 500 EARNINGS BOOM SAY ABOUT THE STOCK MARKET? - YAHOO

TECH STOCKS FALL ON WAR, MACRO WOES. IS ANTHROPIC REVENUE PROJECTION ALSO A FACTOR? - YAHOO

JAPAN’S JULY TRADE DEFICIT WIDENS TO ¥634.5B AS RECORD IMPORTS OUTPACE EXPORTS - SEEKINGALPHA

HOW MUCH IS AI CONTRIBUTING TO U.S. ECONOMIC GROWTH? - SEEKINGALPHA

CHINA-LAOS RAILWAY CARGO TOPS 90 MILLION TONNES - ECNS

AN OPENAI DEAL COULD BE A GAME CHANGER FOR CEREBRAS STOCK AFTER A BRUTAL SELLOFF - YAHOO

AI FOR SCIENCE IS STARTING TO "TAKE ACTION": ROBOTS OFFICIALLY ENTER NATIONAL-LEVEL LABORATORIES. - QBITAI

8-K: Navient affiliate to bid SOFR + 1.50% on all outstanding Class A-6C notes

RITHM PERPETUAL LIFE RESIDENTIAL TRUST 8-K: Other Events (Major)

$AVB (AVALONBAY COMMUNITIES) 8-K: Acquisition/Disposition of Assets (+Delisting/Transfer Notice, Material Modification to Shareholder Rights)

$WEN (WENDY'S) 8-K: CEO/CFO/Director Departure or Appointment

$GPK (GRAPHIC PACKAGING HOLDING) 8-K: Other Events (Major)

$IEX (IDEX CORP /DE/) 8-K: CEO/CFO/Director Departure or Appointment