Market Signals

$HALO (HALOZYME THERAPEUTICS) — 8-K: HALO Q2 FY26 EPS $2.28 smashes consensus by 31.8%

$MTSI (MACOM Technology Solutions H..) — 8-K: MTSI Q3 FY26: Adj. EPS $1.40 beats consensus by +3.8%

$DLB (DOLBY LABORATORIES) — Q3 FY26

TRUMP SLAPS TARIFFS ON DRONE IMPORTS, SAYS U.S. TOO RELIANT ​ON FOREIGN SOURCES - SEEKINGALPHA

$CAI — CARIS LIFE SCIENCES INC

YESWAY RAISES FY 2026 ADJUSTED EBITDA OUTLOOK TO $235M-$245M AMID DIESEL-LED FUEL MARGIN STRENGTH - SEEKINGALPHA

APPLE IN TALKS TO PAY PUBLISHERS TO IMPROVE AI-POWERED SIRI - WSJ

$ALGM — ALLEGRO MICROSYSTEMS INC

$HRB — H&R BLOCK INC

ANTHROPIC MODELS CAN BE CHEAPER TO USE THAN CHINESE ONES, STUDY FINDS - THEINFORMATION

$GTM — Communication Services

$ETR (ENTERGY CORP /DE/) — Q2 FY26

DUOS TECHNOLOGIES Q2 2026 EARNINGS PREVIEW - SEEKINGALPHA

STREAMEX CORP. Q2 2026 EARNINGS PREVIEW - SEEKINGALPHA

$EPAM — EPAM SYSTEMS INC

$LULU — LULULEMON ATHLETICA

$HPE — HEWLETT PACKARD ENTERPRISE

$ONTO (ONTO INNOVATION) — 8-K: ONTO Q2 FY26 EPS $1.93 beats consensus by 14.9%

$AMKR 8-K earnings — Q2 FY26

$IPGP — IPG PHOTONICS CORP

OPENAI SHAKE-UP CONTINUES WITH SECOND MAJOR DEPARTURE OF THE WEEK - BUSINSIDER

$ARW (ARROW ELECTRONICS) — 8-K: ARW Q2 FY26 adj. EPS $5.45 smashes consensus by 22.5%

US DOLLAR PRICE FORECAST: CPI TEST LOOMS AS DXY, EUR/USD AND GBP/USD HOLD KEY LEVELS - YAHOO

RLX TECHNOLOGY Q2 2026 EARNINGS PREVIEW - SEEKINGALPHA

$SPG (SIMON PROPERTY GROUP) — 8-K: SPG Q2 FY26 EPS $3.29 beats consensus by 3.5%

$NOC — NORTHROP GRUMMAN CORP

HERE'S WHY BIT DIGITAL STOCK SURGED: ETHEREUM, AI, CLOUD REVENUE ARE IN FOCUS - SEEKINGALPHA

HEWLETT PACKARD ENTERPRISE WINS APPROVAL FOR DOJ SETTLEMENT IN JUNIPER DEAL - SEEKINGALPHA

HAWAII COULD SEE ITS FIRST HURRICANE LANDFALL SINCE 1992 - SEEKINGALPHA

$DXCM — DEXCOM INC

BITCOIN HOLDS STEADY NEAR $64,000 AS MONERO, HYPERLIQUID OUTPERFORM - COINDESK

$ENTG — ENTEGRIS INC

$JBL — JABIL INC

$ADBE — ADOBE INC

KARYOPHARM OUTLINES POTENTIAL MYELOFIBROSIS APPROVAL AND LAUNCH AS EARLY AS Q1 2027 WHILE TARGETING UP TO ~$1B IN U.S. PEAK REVENUE - SEEKINGALPHA

$DRI — DARDEN RESTAURANTS INC

META REMOVES 750K+ UNDER-16 ACCOUNTS IN AUSTRALIA—HERE'S HOW AI IS HELPING - SEEKINGALPHA

AI STRATEGY ENHANCES SPS COMMERCE'S APPEAL AND POTENTIAL NETWORK VALUE - SEEKINGALPHA

📊 ICE BofA BBB Corporate OAS: 0.98 bp (+0bp)

📊 ICE BofA US High Yield OAS: 2.71 bp (-0bp)

$RGEN — REPLIGEN

$UNH — UNITEDHEALTH GROUP INC

$WAT — WATERS CORP

$RARE — Health Care

BIHAR STUDENTS TO GO ON HUNGER STRIKE FROM AUGUST 18, DEMAND EDUCATION MINISTER'S RESIGNATION - NDTV

$INGM (INGRAM MICRO HOLDING) — Q2 FY26

MASSACHUSETTS TEEN ACCUSED OF KILLING MOTHER, BROTHER WITH HELP FROM CHATGPT - NBC

INDUSTRIAL RECOVERY BROADENS AS CAPEX, PRICING AND DEMAND IMPROVE, UBS SAYS - SEEKINGALPHA

IRAN SAYS IT REORGANIZED MILITARY TO BE MORE AGGRESSIVE IN PROTRACTED CONFLICT AFTER US 'LONG MISCALCULATED' - ZEROHEDGE

MICHIGAN AND NEW YORK DRIVE JUMP IN INITIAL JOBLESS CLAIMS, CONTINUING CLAIMS NEAR 2-YEAR-LOWS - ZEROHEDGE