Market Signals

S. KOREA'S CHIEF TRADE NEGOTIATOR SACKED AMID GROWING U.S. TARIFF PRESSURE - YONHAP

PM MODI SETS 6 CRORE ‘LAKHPATI DIDIS’ TARGET - ECONOMICTIMES

MAP: TRACKING OPENAI'S LEADERSHIP EXODUS - YAHOO

TRUMP SAYS HE WILL DECLARE STRAIT OF HORMUZ U.S. TERRITORY 'PRETTY SOON' - YONHAP

ANALYSIS : WHY PUTIN CHOSE THE KURILS NOW – AND WHAT IT MEANS FOR UKRAINE

$VVV (VALVOLINE) — 8-K: Valvoline launches $500 million senior notes offering due 2034

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

JAPAN DISPLAY INC. 2027 Q1 - RESULTS - EARNINGS CALL PRESENTATION - SEEKINGALPHA

$AAON (AAON) — 8-K: AAON declares $0.10 quarterly cash dividend, payable September 25, 2026

LOWER CAPEX OUTLOOK AND LEADERSHIP CHANGE WEIGHED ON EXPAND ENERGY CORP. (EXE) - YAHOO

WIDENING SPREADS AND TARIFF PROTECTION DRIVE STEEL DYNAMICS’ (STLD) RALLY - YAHOO

BULLS ARE BACK IN CHARGE OF CORN PRICES AS A NEW RALLY FORMS - YAHOO

AI FIRM DATABRICKS VALUED AT $190 BILLION AS IT BAGS $5 BILLION IN FUNDING - YAHOO

JAPAN WEIGHS STATE REINSURANCE FOR TANKERS TO KEEP GULF OIL FLOWING - NIKKEI

PATRIOTS AND THAAD: LOCKHEED MARTIN CORPORATION (LMT) AND NORTHROP GRUMMAN CORPORATION (NOC) BET BIG ON MISSILE DEFENSE SURGE - YAHOO

CLAUDE USERS ARE CANCELING THEIR SUBSCRIPTIONS, CITING ANTHROPIC’S NEW AI WATERMARK - BUSINSIDER

$BRKR (BRUKER) 8-K: Other Events (Major)

EAGLE POINT TRINITY SENIOR SECURED LENDING CO 8-K: Other Events (Major)

$EL (ESTEE LAUDER COMPANIES) 8-K: CEO/CFO/Director Departure or Appointment (+Financial Statements and Exhibits)

8-K: Net Asset Value hits $1.94B, or $25.44 per share, as of June 30, 2026

ARES STRATEGIC INCOME FUND 8-K: Other Events (Major)

$DCI (DONALDSON CO) 8-K: CEO/CFO/Director Departure or Appointment

$STZ (CONSTELLATION BRANDS) 8-K: CEO/CFO/Director Departure or Appointment (+Say-on-Pay Vote Results, Financial Statements and Exhibits)

BLACKSTONE PRIVATE CREDIT FUND 8-K: CEO/CFO/Director Departure or Appointment

$CLF (CLEVELAND-CLIFFS) 8-K: CEO/CFO/Director Departure or Appointment

$CPAY (CORPAY) 8-K: CEO/CFO/Director Departure or Appointment

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

PUBLIC SERVICE CO OF OKLAHOMA 8-K: Other Events (Major) (+Financial Statements and Exhibits)

$MLM (MARTIN MARIETTA MATERIALS) 8-K: Entry into Material Agreement (+Off-Balance Sheet Arrangement, Other Events (Major))

$HRB (H&R BLOCK) 8-K: CEO/CFO/Director Departure or Appointment

CHINA EVS CLOSE IN ON JAPAN AUTOMAKERS' AUSTRALIA STRONGHOLD, LED BY BYD - NIKKEI

UK REGULATOR, CRYPTO EXCHANGE HTX LOCKED IN SETTLEMENT TALKS - YAHOO

MSD INVESTMENT CORP. 8-K: Other Events (Major)

CRESCENT PRIVATE CREDIT INCOME CORP 8-K: CEO/CFO/Director Departure or Appointment

$COR (CENCORA) 8-K: CEO/CFO/Director Departure or Appointment

CCS IX PORTFOLIO HOLDINGS, LLC 8-K: CEO/CFO/Director Departure or Appointment

HIGH OIL PRICES DELIVER A WINDFALL FOR CHINA’S COAL-TO-CHEMICALS INDUSTRY - YAHOO

MURPHY OIL CUT TO SELL EQUIVALENT AT BARCLAYS AS LEGACY CASH FLOW ENGINE WEAKENS - SEEKINGALPHA

THE HIDDEN FLOWS BREAKING BONDS AND SQUEEZING TECH STOCKS - NOMURA - SEEKINGALPHA

ETHEREUM PRICE MAY GROW BY OVER 50% ‘IN A MATTER OF DAYS’ - YAHOO

WTAI: GLOBAL AI STOCKS LAGGING SINCE JUNE 22, BUT DON'T SELL NOW - SEEKINGALPHA

$LFUS (LITTELFUSE INC /DE) — 8-K: Littelfuse appoints Plexus CEO Todd Kelsey to board of directors

$RF (REGIONS FINANCIAL) — 8-K: Regions CAO Dave Keenan to retire end of 2026; Kate Danella named successor

FIDELITY CORE REAL ESTATE FUND 8-K: CEO/CFO/Director Departure or Appointment

$WEC (WEC ENERGY GROUP) 8-K: CEO/CFO/Director Departure or Appointment

$LECO (LINCOLN ELECTRIC HOLDINGS) 8-K: CEO/CFO/Director Departure or Appointment

$NET (CLOUDFLARE) — 8-K: Cloudflare plans $2.175 billion convertible senior notes offering due 2031

$NEU (NEWMARKET) — 8-K: NewMarket declares $3.00 quarterly dividend, payable October 1, 2026

THE AI COMPUTE SQUEEZE - SEEKINGALPHA

VICOR: FROM MILES TO A FEW MILLIMETERS AWAY FROM AI ACCELERATORS - SEEKINGALPHA