Market Signals

$DKS (DICK'S SPORTING GOODS) — 8-K: DKS Q2 FY26 EPS $3.53 beats consensus $2.91 by +21.5%

MARVELL SURGES AFTER UNVEILING NEW PRODUCTS IN AI MEMORY INFRASTRUCTURE PORTFOLIO - SEEKINGALPHA

TRUMP SAYS IRAN FACES 'DECAPITATION' IF IT DOESN'T SIGN A 'GOOD' DEAL - ZEROHEDGE

EXCERPT: FLEX - CPI SEPARATION HAS THE POTENTIAL TO UNLOCK SIGNIFICANT SHAREHOLDER VALUE - SEEKINGALPHA

AFTER BLOCKBUSTER IPO, CHINA'S MEMORY GIANT CXMT PLANS SECOND CHIP PLANT IN BEIJING - ZEROHEDGE

DUPONT Q2 2026 EARNINGS PREVIEW - SEEKINGALPHA

CUMMINS Q2 2026 EARNINGS PREVIEW - SEEKINGALPHA

SHOALS TECHNOLOGIES Q2 2026 EARNINGS PREVIEW - SEEKINGALPHA

AMETEK Q2 2026 EARNINGS PREVIEW - SEEKINGALPHA

TREX Q2 2026 EARNINGS PREVIEW - SEEKINGALPHA

INGREDION Q2 2026 EARNINGS PREVIEW - SEEKINGALPHA

State Street Energy Select Sect ($XLE) $59.55 ↑ 1.0% 95th %ile

UKRAINE STRIKES RUSSIA’S BIGGEST RETAILER AGAIN - ALJAZEERA

ISHARES IBONDS 2026 TERM HIGH YIELD AND INCOME ETF DECLARES MONTHLY DISTRIBUTION OF $0.0883 - SEEKINGALPHA

ISHARES HIGH YIELD ACTIVE ETF DECLARES $0.2696 DIVIDEND - SEEKINGALPHA

ALIBABA'S NEW QWEN AI MODEL FALLS SHORT OF 'SECOND ONLY TO FABLE 5' CLAIM - NIKKEI

U.S.-IRAN NEGOTIATIONS SET TO BEGIN MONDAY, TRUMP SAYS AFTER CALLING OFF STRIKES - CBS

ANALYSTS BACK STRATEGY’S CASH BUILDUP AS SAYLOR SHIFTS FROM ‘100% BITCOIN’ APPROACH - THEBLOCK

KOREAN GRAPHIC NOVEL WINS EISNER AWARD FOR 1ST TIME - YONHAP

THE MATH SUPERSTAR WHO’S TERRIFIED OF AI—AND JUST TOOK A JOB AT OPENAI - WSJ

TESLA WEIGHS SALE OF CHINA BUSINESS TO PAVE WAY FOR POTENTIAL SPACEX MERGER - WSJ

JAPAN'S DRIVE TO REPLACE NUCLEAR REACTORS COLLIDES WITH WORKER SHORTAGE - NIKKEI

IF THE US10Y MOVES ABOVE 5%, THE AI BUBBLE WILL BURST – RUCHIR SHARMA - SEEKINGALPHA

AI LABS WANT TO PUMP THE BRAKES, BUT AMAZON AND SPACEX ARE STILL BLASTING OFF - TECH

EARNINGS SNAPSHOT: DOMINION ENERGY REAFFIRMS FY26 OUTLOOK AS CONTRACTED DATA CENTER CAPACITY JUMPS 11% TO ~53.8 GW - SEEKINGALPHA

JULY POLITBURO MEETING READ-OUT - SCMP

30 PCT OF DEFECTORS FROM N. KOREA'S NUCLEAR TEST SITE AREAS SHOW CHROMOSOME MUTATIONS: STUDY - YONHAP

CHINA'S FIRST AUTOMATED PORT RAILWAY LINK STARTS OPERATION IN XIAMEN - ECNS

META’S CASE FOR ITS AI SPENDING KEEPS GETTING WEAKER - WSJ

SPACEX'S SUPPLY CHAIN CLAMPDOWN AND CHINA'S PRODUCT POWER - NIKKEI

(LEAD) SAMSUNG ELECTRO-MECHANICS Q2 NET PROFIT RISES SHARPLY ON STRONG AI DEMAND - YONHAP

EXCLUSIVE: SPACEX MOVES TO KEEP CHINESE NATIONALS, PARTS OUT OF SUPPLY CHAIN - NIKKEI

UNITED STATES GASOLINE FUND LP ETF ANNOUNCES JUNE NAV OF $102.56 - SEEKINGALPHA

UNITED STATES 12 MONTH NATURAL GAS FUND LP ETF ANNOUNCES JUNE NAV OF $6.42 - SEEKINGALPHA

WHEN THE CONTRACT IS THE THESIS: HOW MICRON'S EARNINGS SOLIDIFIED OUR AI BOTTLENECKS THESIS - SEEKINGALPHA

XIZANG ALL-CARGO ROUTE CUTS COSTS, SPEEDS DELIVERY OF LOCAL SPECIALTIES - ECNS

RBOB Gasoline Futures $3.18 ↑ 1.1% 49th %ile • KXWTI 8.5% — $117 or above

CHINA-EUROPE FREIGHT TRAINS TOP 130,000 TRIPS - ECNS

CHINA-EUROPE FREIGHT TRAINS STAY FULLY LOADED FOR 46 MONTHS - ECNS

BOK SIGNALS CONTINUED MONETARY TIGHTENING AMID RISING INFLATION, SOUND ECONOMIC GROWTH - YONHAP

YEN TRADERS WATCH BOJ, FED MEETINGS FOR CLUES ON RATE MOVES - NIKKEI

DELL TECHNOLOGIES CONTINUES AI SERVER WHIPSAW WITH 8% DROP - SEEKINGALPHA

SHEIN WILL STRUGGLE TO JUSTIFY $40-50 BILLION HONG KONG IPO VALUATION - YAHOO

APPLE KEPT FAKE BITCOIN WALLET ON APP STORE AFTER $875,000 THEFT REPORT, LAWSUIT ALLEGES - COINDESK

METAPLANET’S BROKERAGE DEAL ‘BADLY UNDERSELLS’ PLANS FOR BITCOIN-BACKED ‘BITBONDS,’ BENCHMARK SAYS - THEBLOCK

PRECISION DRILLING Q2 2026 EARNINGS PREVIEW - SEEKINGALPHA

MIRION TECHNOLOGIES Q2 2026 EARNINGS PREVIEW - SEEKINGALPHA

BXP Q2 2026 EARNINGS PREVIEW - SEEKINGALPHA

CATL THRIVES WHILE CHINA'S EV MAKERS SQUEEZED BY SUPPLY CHAIN, WEAK MARKET - NIKKEI

CTS CORPORATION Q2 2026 EARNINGS PREVIEW - SEEKINGALPHA