Market Signals

PFIZER: STILL CHEAP VALUATION MEETS A LOOMING PATENT CLIFF - SEEKINGALPHA

MALVIKA SHARMA ASKED ABOUT BEEF IN KERALA: HOW THE STATE’S ISLAMISED MEDIA ECOSYSTEM NORMALISES PROVOCATIONS AGAINST HINDUS AND MOCKS THEIR FAITH - OP

NSE TO SEEK UP TO RS 5.26 LAKH CRORE VALUATION - ECONOMICTIMES

RUPEE FALLS 7 PAISE TO 95.68 AGAINST US DOLLAR IN EARLY TRADE - ECONOMICTIMES

SPACEX’S STOCK IS RISING, AND THAT’S A GOOD SIGN FOR NVIDIA AND GOOGLE - MARKETWATCH

HAVE MIDDLE EAST OIL FLOWS REBOUNDED TO 15 MILLION BPD AS U.S. CLAIMS? - YAHOO

CHINA'S XI JINPING TO SKIP UN GENERAL ASSEMBLY DURING SEPTEMBER U.S. TRIP - REPORT - SEEKINGALPHA

ZAMBIA’S HICHILEMA WINS SECOND TERM AS PRESIDENT - ALJAZEERA

$SHC (SOTERA HEALTH) 8-K: CEO/CFO/Director Departure or Appointment

$WU (WESTERN UNION) — 8-K: NYDFS approves Western Union-Intermex deal; California suspends prior approval

$LH (LABCORP HOLDINGS) 8-K: CEO/CFO/Director Departure or Appointment

8-K: GM Financial enters administration agreement for leasing trust 2026-3 dated June 30, 2026

8-K: GM Financial enters administration agreement for leasing trust 2026-3 dated June 30, 2026

$STLD (STEEL DYNAMICS) — 8-K: Steel Dynamics declares $0.53 per share Q3 2026 cash dividend

JUST NOW, ALIBABA OPEN-SOURCED QWEN3.8-27B! RUNS ON CONSUMER GPUS, CAN SEE IMAGES AND VIDEOS. - ZHIDX

(NEWS FOCUS) TRUMP'S ORDER TO REDUCE MILITARY EXERCISES RAISES HOPES, CONCERNS OVER KOREAN PENINSULA SECURITY - YONHAP

STRATCAP DIGITAL INFRASTRUCTURE REIT, INC. 8-K: Other Events (Major)

CANADA AND U.S. RESUME TRADE TALKS AHEAD OF TRUMP ADMINISTRATION'S NEW TARIFFS - NBC

FRANKLIN BSP REAL ESTATE DEBT, INC. 8-K: Other Events (Major)

JOHN GRUBER CALLS CLAUDE'S AI WATERMARKING 'PATENTLY OFFENSIVE' - BUSINSIDER

THIS INDEX IS COLLAPSING, THE AI BUBBLE IS POPPING - WAKE UP - SEEKINGALPHA

SA ANALYST WARNS RISING OIL AND YIELDS COULD CHALLENGE THE AI RALLY - SEEKINGALPHA

$MOS (MOSAIC) — 8-K: Mosaic accepts $871M of tendered notes in debt buyback

$LHX (L3HARRIS TECHNOLOGIES, INC...) — 8-K: L3Harris names Sam Mehta CEO; Kubasik out; 2026 revenue, EPS, FCF reaffirmed

KENTUCKY UTILITIES CO 8-K: Other Events (Major)

LOUISVILLE GAS & ELECTRIC CO /KY/ 8-K: Other Events (Major)

$PPL (PPL) 8-K: Other Events (Major)

PARAMOUNT SKYDANCE SEEKS $1.88B BOND FROM PLAINTIFFS BLOCKING WARNER MERGER - SEEKINGALPHA

$ULTA (ULTA BEAUTY) — 8-K: Ulta Beauty adds PacSun CEO Brieane Olson to board effective Aug. 31, 2026

OPENAI PRESIDENT SAYS COMPANIES SHOULD DO 10 THINGS ASAP TO DEFEND AGAINST AI CYBER THREATS - BUSINSIDER

THE MARKET SAYS AI BUBBLE, THE GUIDANCE SAYS BUY - SEEKINGALPHA

$CNC (CENTENE) — 8-K: Centene CFO Drew Asher to exit Dec 31, 2026; Chris Neczypor named successor

LABOR’S SHARE OF ECONOMIC PIE PLUMMETS TO RECORD LOW AS AI THREAT LOOMS - SEEKINGALPHA

PONY AI INC. Q2 2026 EARNINGS PREVIEW - SEEKINGALPHA

FORTINET, INC. (FTNT) PRESENTS AT ROSENBLATT'S 6TH ANNUAL TECHNOLOGY SUMMIT: THE AGE OF AI (PART II) TRANSCRIPT - SEEKINGALPHA

BROADCOM IS SET TO REWRITE THE AI NARRATIVE - SEEKINGALPHA

THE KING OF THE AI BUBBLE - SEEKINGALPHA

ASE TECHNOLOGY SURGING AS AI DEMAND GROWS BY LEAPS AND BOUNDS - SEEKINGALPHA

SANDISK: INVESTOR DAY JUST TURNED AI STORAGE INTO A STRONG BUY - SEEKINGALPHA

THE US MILITARY IS PAYING RTX'S RAYTHEON BIG FOR MORE TOMAHAWK MISSILES. IT BURNED THROUGH MANY OF THEM FIGHTING IRAN. - BUSINSIDER

BKGI: INCOME FROM THE AI POWER BILL - SEEKINGALPHA

UBS, Tudor Investment Increase Bitcoin ETF Exposure in Q2

ANTHROPIC'S DARIO AMODEI SAYS THE AI INDUSTRY'S BACKLASH IS A CRISIS OF TRUST - QZ

WHAT THE FCC'S LATEST ACTION MEANS FOR PHYSICAL AI INVESTORS - SEEKINGALPHA

MEMORY IS THE BEST AI STORY, EQUIPMENT IS THE BETTER TRADE - SEEKINGALPHA

CEREBRAS: AI GROWTH IS JUST KICKING OFF - SEEKINGALPHA

TRUMP HAILS MECCA PACT: CAN IT REPLACE THE REGION’S US SECURITY UMBRELLA? - ALJAZEERA

'Sometimes He Was Wrong': Adam Back on Bitcoin Creator Satoshi; Ripple in White House Regardless of Clarity Act; Coinbase CEO Drops AI Prediction: Cry

IRAN'S ARMY CHIEF OFFERS $30K REWARD FOR KILL OR CAPTURE OF AMERICAN TROOPS - ZEROHEDGE

SK HYNIX: AI MEMORY DOMINANCE THAT WALL STREET IS MISPRICING - SEEKINGALPHA