Market Signals

$HALO (HALOZYME THERAPEUTICS) 8-K: CEO/CFO/Director Departure or Appointment

$NVT (NVENT ELECTRIC) 8-K: CEO/CFO/Director Departure or Appointment

$BHF (BRIGHTHOUSE FINANCIAL) 8-K: CEO/CFO/Director Departure or Appointment (+Financial Statements and Exhibits)

$BAX (BAXTER INTERNATIONAL) — 8-K: Baxter upsizes debt tender offer cap to $600 million after early tenders

TECH HOLDS THE CROWN, BUT DEFENSIVE POSITIONING GROWS: BOFA SURVEY - ECONOMICTIMES

METAPLANET TAKES 96% OF SUPER LEAGUE IN 2,100 BTC, CASH DEAL TO LAUNCH US BITCOIN TREASURY FIRM - THEBLOCK

(2ND LD) SEOUL SHARES SINK NEARLY 6 PCT ON TECH ROUT, RISING YIELDS - YONHAP

$GM (GENERAL MOTORS) 8-K: Entry into Material Agreement (+Off-Balance Sheet Arrangement, Other Events (Major))

$GPC (GENUINE PARTS) — 8-K: Genuine Parts declares $1.0625 quarterly dividend, payable October 2

$RBC (RBC BEARINGS) — 8-K: RBC Bearings acquires PSC Couplings for $24.2 million in cash

HOW TOKENOMICS MIGHT SAVE AI PCS - SEEKINGALPHA

INDIA’S 50,000-STRONG CARE BRIGADE HEADS TO JAPAN - ECONOMICTIMES

BSE SHARES BOUNCE 2% AFTER 5-SESSION LOSING STREAK. HERE’S WHY JEFFERIES, NUVAMA ADVISE CAUTION - ECONOMICTIMES

ASMPT LIMITED: AN OBSCURE UPSTREAM SEMICONDUCTOR COMPANY WITH 98% BOOKINGS GROWTH IN Q2 - SEEKINGALPHA

LEXINFINTECH Q2 EARNINGS PREVIEW: LOW VALUATION MEETS UNCLEAR INFLECTION POINTS - SEEKINGALPHA

GLOBAL MARKET: CHINESE STOCKS SLIDE AS SEMICONDUCTOR AND ROBOTICS SHARES TUMBLE - ECONOMICTIMES

MONETARY POLICY STANCE AND FINANCIAL CONDITIONS - SEEKINGALPHA

GLOBAL MARKET: JAPAN SHARES SLIDE AS CHIP STOCKS TUMBLE ON GLOBAL TECH ROUT - ECONOMICTIMES

IRAN WAR ENERGY CRISIS SPARKS PHILIPPINE SOLAR BOOM - NIKKEI

UNITREE SHARES SOAR 629% AFTER ROBOT MAKER RAISES $905M IN SHANGHAI IPO - NIKKEI

UAE IMPOSES INDEFINITE TRADE EMBARGO ON IRAN OVER ALLEGED MISSILE ATTACKS - ALJAZEERA

U.S., SOUTH KOREA CUT SHORT THEIR JOINT MILITARY DRILLS AT TRUMP'S DIRECTION - CBS

CHINA-LAOS RAILWAY CARGO TOPS 90 MILLION METRIC TON - ECNS

ALIBABA ENTERS THE AGENT CONTEXT BATTLEFIELD: DINGTALK CHATS, ENTERPRISE DOCUMENTS, AND WORK DATA ARE FINALLY ABOUT TO BE CONSUMED BY AGENTS. - QBITAI

$ETR (ENTERGY CORP /DE/) 8-K: Other Events (Major) (+Financial Statements and Exhibits)

U.S. CRUDE STOCKPILES FELL 328K BARRELS LAST WEEK, API SAYS - SEEKINGALPHA

BAE SYSTEMS LANDS $169M MK 41 MISSILE CONTRACT MODIFICATION - SEEKINGALPHA

ANTHROPIC PLANS TO GRANT CO-FOUNDERS SHARES WITH EXTRA VOTING POWER: REPORT - SEEKINGALPHA

BANK5 2025-5YR17 8-K: Other Events (Major)

BMO 2025-5C12 MORTGAGE TRUST 8-K: Other Events (Major) (+Financial Statements and Exhibits)

BBCMS MORTGAGE TRUST 2025-5C37 8-K: Other Events (Major)

8-K: Oglethorpe advances $3.3B Smarr CC project with $662M spent through Q2 2026

AZERBAIJAN SEEKS TO NURTURE TECH SECTOR AS IT LOOKS BEYOND OIL - YAHOO

ISRAELI STRIKE ON GAZA CITY CAFE KILLS SIX, INCLUDING CHILD - ALJAZEERA

$RDDT (REDDIT) 8-K: CEO/CFO/Director Departure or Appointment (+Financial Statements and Exhibits)

$CRS (CARPENTER TECHNOLOGY) — 8-K: Ken Giacobbe, ex-Howmet CFO, joins Carpenter Technology board effective Aug 11

$AXP (AMERICAN EXPRESS) 8-K: Material Modification to Shareholder Rights (+Articles Amendment, Other Events (Major))

LOWE’S EARNINGS PREVIEW: CAN PRO GROWTH AND DIGITAL MOMENTUM OFFSET WEAK DIY DEMAND? - YAHOO

TOKYO OFFICE VACANCY RATE AT 1.5%, LOWEST AMONG BIG GLOBAL CITIES - NIKKEI

BOND MARKETS FROM US TO JAPAN WHACKED AS INFLATION AND FISCAL WORRIES TAKE HOLD - ECONOMICTIMES

CRYPTO EXCHANGE KRAKEN IS LAUNCHING A CASHBACK DEBIT CARD TO VIE FOR U.S. CONSUMER WALLETS - QZ

QUIET HOURS, STUDY MODE: OPENAI LAUNCHES 'CHATGPT FOR TEENS' WITH SAFEGUARDS - NDTV

HOME DEPOT Q2 EARNINGS BEAT FORECASTS AS CUSTOMERS STICK TO SMALL PROJECTS, HOUSING MARKET REMAINS 'FROZEN' - YAHOO

$CTVA (CORTEVA) — 8-K: Vylor targets post-spin leverage of 0.8x–1.1x debt-to-EBITDA by year-end 2026

$PCOR (PROCORE TECHNOLOGIES) — 8-K: Procore to raise $750.0M via convertible notes to fund DroneDeploy acquisition

GE HEALTHCARE APPOINTS WILLIAM GROGAN AS CFO - SEEKINGALPHA

State Street Energy Select Sect ($XLE) $62.58 ↑ 1.1% 98th %ile

NOWVERTICAL NAMES PHILIP JONES AS CFO - SEEKINGALPHA

EDIBLE GARDEN APPOINTS JON GUTOSKI AS CFO - SEEKINGALPHA

IS ‘DIMAGI NAXAL PARTY’ ANOTHER FRONT OF AAP-LINKED COCKROACH JANTA PARTY? HERE IS WHAT WE FOUND - OPINDIA