Market Signals

$SYRE Insider: Fairmount Healthcare Fund II L.P. plans to sell 4,684,781 shares (~$399.7M) via Goldman Sachs & Co. LLC

CYBERATTACK HITS IRAN'S BANKING SYSTEM, DISRUPTING CARD NETWORKS AT THREE MAJOR LENDERS — via ZEROHEDGE

EquipmentShare.com Inc Unknown files activist: Activist stake

N/A: MGE VP of Energy Operations James Lorenz retires Dec 31,2026; John Robson appointed successor effective Jan 1,2027. Key leadership transition in

Select Notes Trust LT 2003-4 (N/A) made a distribution to certificate holders; issuers representing ≥10% of the trust are subject to Exchange Act repo

Select Notes Trust LT 2003-3 (N/A) made a distribution to certificate holders; issuers representing ≥10% of the trust are subject to SEC reporting, bu

Select Notes Trust LT 2003-2 (N/A) made a distribution to certificate holders; issuers representing ≥10% of the trust are subject to SEC reporting, bu

THIS COULD BREAK AI — via SEEKINGALPHA

EQUUS TOTAL RETURN, INC. Unknown files activist: Activist stake

HUT 8 AGREES TO $2.35 MILLION SETTLEMENT IN INVESTOR SUIT TIED TO US BITCOIN MERGER — via THEBLOCK

(LEAD) KOSPI CRASHES NEARLY 10 PCT ON MASSIVE TECH SELL-OFFS — via YONHAP

KOSPI CRASHES NEARLY 10 PCT ON MASSIVE TECH SELL-OFFS — via YONHAP

Aditxt, Inc. Unknown files activist: Activist stake

$WBI Insider: Devon WB Holdco L.L.C. plans to sell 1,755,174 shares (~$58.3M) via J.P. Morgan Securities LLC

YY Group Holding Ltd. Unknown files activist: Activist stake

WALL STREET LUNCH: U.S. AUTHORIZES IRANIAN OIL SALES — via SEEKINGALPHA

MELONI'S SPAT WITH TRUMP IS CALCULATED STRATEGY TO BOOST HER APPROVAL RATINGS: EXPERT — via FOX

HONDA'S CHINA STRUGGLES WEIGH ON FRUSTRATED PARTS SUPPLIERS — via NIKKEI

WHY APPLE’S WAR CHEST CAN’T WIN THE MEMORY WAR — via WSJ

ALIBABA LEANS ON AI TO DRUM UP SUBDUED '618' SHOPPING FESTIVAL — via NIKKEI

SL Science Holding Ltd Unknown files activist: Activist stake

$FLEX Insider: Advaithi Revathi plans to sell 39,188 shares (~$5.7M) via Fidelity Brokerage Services LLC

GOOGLE GEMINI CO-LEAD NOAM SHAZEER DEPARTS FOR OPENAI — via SEEKINGALPHA

LESAKA TECHNOLOGIES INC Unknown files activist: Activist stake

Nano Dimension Ltd. Unknown files activist: Activist stake

AUTHOR CORRECTION: ONTOGENY AND TRANSCRIPTIONAL REGULATION OF THETIS CELLS — via NATURE

COMTECH TELECOMMUNICATIONS CORP /DE/ Unknown files activist: Activist stake

MADISON LARGE CAP FUND SEES LONG-TERM VALUE CREATION IN META PLATFORMS’ (META) HUGE CAPEX — via YAHOO

BOJ HIKES RATES AS DEPUTY HEAD WARNS INFLATION RISKS AND IRAN UNCERTAINTIES — via NIKKEI

IRAN DRAW 2-2 WITH NEW ZEALAND IN POLITICALLY CHARGED WORLD CUP MATCH — via ALJAZEERA

GAVIN NEWSOM CLAIMS TRUMP'S DOJ IS INVESTIGATING HIM AND HIS WIFE — via SEEKINGALPHA

SOUTH KOREAN NAVAL DEALS FLAG GREECE'S RISING GEOSTRATEGIC IMPORTANCE — via NIKKEI

U.S. PAYROLLS ROSE BY 172,000 IN MAY, MUCH MORE THAN EXPECTED; UNEMPLOYMENT AT 4.3%: CNBC — VIA @SJOSEPHBURNS

2 more may sales figures. Leapmotor again hit new deliveries record w/ 81569 sales, up 81% YoY. It is really hitting new highs based on aggressive pri

TEXAS GAS DRILLERS SHUT OUT OF OIL PRICE RALLY TURN TO SHUTTING OFF WELLS

New Arkia route breaks El Al's exclusivity in Israelis' favorite destination: Tokyo

OBVIOUSLY THIS ISN'T ABOUT FORCED LABOR *IN* CANADA/MEXICO/THE EU. THIS IS JUST ENFORCEMENT OF THE XINJIANG UNEMPLOYMENT PROGRAM… OR RATHER, USING XIN

YIELDS UP ACROSS THE CURVE AS THE MARKET PRICES IN A MINI HIKING CYCLE OF ABOUT 50BPS. PRIOR TO THE IRAN WAR, THE MARKET WAS PRICING IN A CUTTING CYCL

idk why, but I find it satisfying that frontier labs are basically pipelining model development

IS GOLD BOTTOMING?

THANK YOU FOR HAVING ME ON THE PODCAST! WE HIT ON EVERYTHING FROM O&G, TO CRITICAL MINERALS, TO PRECIOUS METALS, TO MINERS, TO AI DATACENTER BUILD

MEMORY PRICES

I think Anthropic likely trained the Mythos base model from roughly October to December using on the order of 6.7e26–1.0e27 flops

UBTECH'S FULL SIZED U1 BIONIC HUMANOID ROBOT.

🇯🇵BOJ JUNE ‘26 → +25BP HIKE TO 1%

THE FLOOD OF MAINLAND CHINESE MONEY HAS DRIVEN DOWN THE A/H PREMIUM. CHINESE AI FIRMS TO BE DUAL LISTED IN MAINLAND WILL ATTRACT FLOWS AND VALUATION.

THE CONCEPT OF THE ALL-CHINA EGG MONOPOLIST LIVING WITH HIS FAMILY IN A SUPER RICH MANSION THROUGH THE WARLORD ERA, CIVIL WAR, WAR WITH JAPAN, ESTABLI

OBVIOUSLY, BLOCKADE IS NOT INDEFINITELY TENABLE. IF IRAN DOESN’T DEAL THEIR WAY OUT, THE ONLY OTHER OPTION IS TO FIGHT THEIR WAY OUT, WHICH IS SUICIDA

The construction of 2,162 housing units in three West Bank settlements was approved Wednesday by the Higher Planning Council of the Civil Administrati

BETH HAMMACK WITH THE UNDERSTATEMENT OF THE DAY. IN ONE CORNER - SELF-PROCLAIMED FED MARTYR GOV. POWELL. IN THE OTHER - TRUMP'S RATE CUT STOOGE, CHAIR