Market Signals

TAIWAN’S WILLIAM LAI REHEARSES LATE-NIGHT EMERGENCY ESCAPE DURING MILITARY DRILL - SCMP

NVIDIA ENDS WEEK UP MORE THAN 10% AS AI CHIP FEARS EASE - YAHOO

U.S. MARKETS CLOSE | WEAK JOBS REPORT DAMPENS RATE HIKE EXPECTATIONS - FUTU BULL - GNEWS

JONY IVE’S FIRST OPENAI GADGET IS REPORTEDLY A HOCKEY PUCK-SIZED SMART SPEAKER - TECH

TRUMP BLASTS APPEALS COURT FOR HALTING WHITE HOUSE BALLROOM CONSTRUCTION, CLAIMING DECISION IS A ‘NATIONAL SECURITY THREAT’ – AS IT HAPPENED - GUARDIA

FACING AI ‘APOCALYPSE,’ ONCE-HOT SOFTWARE COMPANIES RACE TO REINVENT THEMSELVES - WSJ

TYPHOON DOLPHIN HITS JAPAN, HEADS TOWARDS CHINA - ALJAZEERA

ARM HOLDINGS: CAPITALIZING ON THE AGENTIC AI BEYOND IP LICENSING - SEEKINGALPHA

CPI CARD GROUP Q2: STRONG GROWTH, BUT BEWARE OF MARGIN DECLINE - SEEKINGALPHA

DATADOG PLUNGES ON REVENUE OUTLOOK. IS OPENAI BEHIND GUIDANCE? - YAHOO

AI WORKLOADS DRIVE CPU DEMAND AS AMD DISCUSSES LONGER-TERM CHINA DEALS - YAHOO

$BWA (BORGWARNER) — 8-K: BorgWarner appoints ex-Deere CFO Rajesh Kalathur to Board of Directors

$TKR (TIMKEN) 8-K: CEO/CFO/Director Departure or Appointment (+Other Events (Major))

$LPX (LOUISIANA-PACIFIC) — 8-K: LP declares $0.30 quarterly cash dividend

$MAT (MATTEL INC /DE/) — 8-K: Mattel promotes Roberto Stanichi to President, Chief Marketing and Brand Officer

WHAT'S HOLDING UP THE IRAN-OMAN PROPOSAL TO REOPEN THE STRAIT OF HORMUZ - PBS

AMRIZE FORECASTS $12.5B-$12.7B 2026 REVENUE WHILE TARGETING $3.1B-$3.2B ADJUSTED EBITDA AMID OIL-DRIVEN COST INFLATION - SEEKINGALPHA

TYLER TECHNOLOGIES’ (TYL) MAINTAINS STRONG LONG-TERM GROWTH OUTLOOK DESPITE EXAGGERATED AI CONCERNS - YAHOO

ZIFF DAVIS EXPECTS Q3 REVENUE DOWN LOW- TO MID-SINGLE DIGITS AS AI-AUTHORED CODE TARGETS NEARLY ALL BY END OF 2026 - SEEKINGALPHA

$GD (GENERAL DYNAMICS) — 8-K: General Dynamics elects President Danny Deep to board of directors

MARCO RUBIO SAYS MILLIONS OF AMERICAN JOBS WERE DESTROYED FOR CHEAP GOODS — BUT TRUMP’S FIX COULD CRASH YOUR RETIREMENT - YAHOO

$BLDR (BUILDERS FIRSTSOURCE) 8-K: CEO/CFO/Director Departure or Appointment

HOW TO PAY ZERO TAXES ON SOCIAL SECURITY — AND IT’S GOT NOTHING TO DO WITH TRUMP’S PROMISES. TAKE 5 SIMPLE STEPS NOW - YAHOO

$TSCO (TRACTOR SUPPLY CO /DE/) 8-K: CEO/CFO/Director Departure or Appointment

$ILMN (ILLUMINA) — 8-K: Illumina stockholders notified of proposed dismissal of Icahn derivative action, hearing set for Nov 2, 2026

$STT (STATE STREET) 8-K: Material Modification to Shareholder Rights (+Articles Amendment, Other Events (Major))

$TRV (TRAVELERS COMPANIES) 8-K: CEO/CFO/Director Departure or Appointment

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

OPENAI IS GIVING CHATGPT FREE USERS UNLIMITED TEXT CHATS - TECH

3 SIGNALS ACROSS THE AI STACK: THE AGENTIC INTERNET, THE OPTICS SQUEEZE AND SPACEX'S FIRST PRINT - SEEKINGALPHA

TRUMP MOVES FORWARD WITH ATTEMPT TO REMOVE FED GOVERNOR COOK - REPORT - SEEKINGALPHA

TRUMP TAKES AIM AT CONGRESS OVER AI REGULATION - ECONOMICTIMES

PURPLE INNOVATION Q2 2026 EARNINGS PREVIEW - SEEKINGALPHA

FEDERAL HOME LOAN BANK OF PITTSBURGH 8-K: CEO/CFO/Director Departure or Appointment

TECH STOCKS TAKE OFF AS EARNINGS RESULTS, POWERED UP BY AI DEALS, PROPEL MARKET HIGHER - SEEKINGALPHA

THIRD-PARTY CYBER EVALUATIONS INVOLVING OPENAI MODELS - TECH

BLANCHE, DOJ BECOME A FOCUS OF NEW MEXICO EPSTEIN INVESTIGATIONS - CSMONITOR

VGT CAN WIN BEFORE AI HAS TO PAY OFF - SEEKINGALPHA

CHATGPT, BUTTON CAMERAS, EARBUDS: HOW FIREMAN RAN HIGH-TECH CHEATING RACKET - NDTV

AI IS LOOKING FOR THOUSANDS OF PEOPLE TO DIG TRENCHES FOR INTERNET CABLES - NBC

SAUDI ARABIA, TURKEY, PAKISTAN SIGN ISLAMIC NATO-STYLE DEFENSE PACT AMID IRAN WAR - ZEROHEDGE

ATLASSIAN UPGRADED AFTER FY27 OUTLOOK SHINES SPOTLIGHT ON AI MONETIZATION - SEEKINGALPHA

INOGEN OUTLINES $355M-$361M 2026 REVENUE WHILE TARGETING ABOUT $4M ADJUSTED EBITDA AMID U.S. CHANNEL MIX PRESSURE - SEEKINGALPHA

OUR FAMILY MOVED TO JAPAN AFTER 8 YEARS OF CAREFUL PLANNING — BUT THERE ARE STILL THINGS I WISH WE'D DONE BEFORE WE LEFT - BUSINSIDER

IS JAPAN EYEING UKRAINE-STYLE ASYMMETRIC WARFARE AGAINST CHINA IN DEFENCE SHIFT? - SCMP

IRAN’S GRIP ON TRADE IS A POTENT WEAPON, BUT IT HAS AN EXPIRY DATE - ALJAZEERA

UN CHIEF CONDEMNS BOTH UKRAINE AND RUSSIA AMID ESCALATION IN WAR - ALJAZEERA

VLADIMIR PUTIN LOOKS TO FSB HARDLINERS TO KEEP HIS WARTIME ELITE IN LINE - BLOOMBERG.COM - GNEWS

JULY JOBS REPORT: A MIXED SHOWING AS PAYROLLS DECLINE BUT EMPLOYERS RETAIN - SEEKINGALPHA

INDIAN REFINERS CONTINUE WEST AFRICA CRUDE BUYING SPREE - ZEROHEDGE