Market Signals

PIMCO FUND MANAGER PIVOTS TO ASIA'S AI SUPPLY CHAIN, LOADING UP ON SAMSUNG, TSMC AND OTHER "PICK-AND-SHOVEL" PLAYS - FINANCE.BIGGO.COM - GNEWS

Has Fair Isaac (FICO) Fallen Into Reasonable Territory After FHFA?

TOURIST COMPLAINTS IN S. KOREA HIT RECORD HIGH AMID TRAVEL BOOM - KOREAHERALD

WHY ZSCALER (ZS) IS DOWN 7.8% AFTER SLOWER 2027 OUTLOOK AND AI-FOCUSED RESTRUCTURING – AND WHAT'S NEXT - YAHOO FINANCE - GNEWS

NASDAQ, S&P 500, DOW FUTURES SLIP AS CHIP STOCKS PULL BACK: LULU, NFLX, KEEL, MRLN STOCKS IN FOCUS - STOCKTWITS - GNEWS

A NEW CPSC TAKES SHAPE: LESS REGULATION DOES NOT MEAN LESS ENFORCEMENT - JD SUPRA - GNEWS

Keysight Technologies (KEYS) Expands AI Safety Work, Is It Still Below Fair Value?

Teledyne Technologies (TDY) Lands Defense Orders And Expands Its Role In Military Sensors

GOOGLE ORDERED BY EU COMMISSION TO SHARE ANONYMIZED SEARCH DATA - MEDIAPOST.COM - GNEWS

HOW OKTA’S EARNINGS BEAT, BUYBACK AND DOUBLE‑DIGIT OUTLOOK WILL IMPACT OKTA (OKTA) INVESTORS - SIMPLYWALL.ST - GNEWS

SOUTH KOREA EXPORTS SURPASS FULL-YEAR RECORD, HIT $709.4 BILLION YTD - REUTERS - GNEWS

Tyson issues another profit warning

AI STARTUP MICRO1 SEEKS TO TOPPLE GOOGLE’S BID FOR SPIRIT DATA - BLOOMBERG.COM - GNEWS

CITIGROUP DELAYS FED RATE-CUT FORECAST TO 2027 AFTER STRONG U.S. JOBS REPORT - REUTERS - GNEWS

LULULEMON SINKS AFTER CUTTING FORECAST AS REVENUE DECLINES - FINANCE.YAHOO.COM - GNEWS

Nvidia Is Acting Like an Underdog. OpenAI and Anthropic Should Be Worried.

DEUTSCHE BANK LED $1BN OF TROUBLED LENDING TO HOLLYWOOD STUDIO LANDLORD - FINANCIAL TIMES - GNEWS

Alphabet Just Gave Search, Maps and Gemini a New AI Advantage

RUSSIA’S POLITICAL SYSTEM NOT PROOF OF CORPORATE CONTROL – EU COURT - RT.COM - RT

ROBINHOOD WILL GET A BOOST FROM ONE OF ITS LATEST CRYPTO VENTURES, DEUTSCHE BANK SAYS - CNBC

Broadcom CEO Says AI Demand Could Be ‘Significantly’ Higher — But Land, Power, Chips and Substrates Are Holding Back Data Center Deployments

VANCE SAYS IRAN FIGHT ISN'T A 'WAR' AS TRUMP TRIES TO NAVIGATE UNPOPULAR CONFLICT AS ELECTION NEARS - APNEWS.COM - GNEWS

UNIT 731: JAPAN’S HUMAN EXPERIMENT LAB AND THE US DEAL THAT SHIELDED ITS DOCTORS - RT.COM - RT

US JOB GROWTH EXPECTED TO REBOUND IN AUGUST; UNEMPLOYMENT RATE FORECAST STEADY AT 4.1% - REUTERS - GNEWS

ANTHROPIC FINALIZING $15 BILLION PRE-IPO CREDIT FACILITY - BLOOMBERG.COM - GNEWS

NSE IPO IMPACT? IFCI SHARE PRICE JUMPS OVER 8% TO RECORD HIGH TODAY | WHAT IS FUELLING THE RALLY IN THIS NBFC PSU STOCK? - MINT

ACROSS CONTINENTS AND DIVIDES, PARTIES TO LAUNCH DIALOGUE IN SEOUL ON GLOBAL CHALLENGES - KOREAHERALD

RENTOMOJO IPO: PRICE BAND FIXED AT ₹384-404; CHECK ISSUE SIZE, LOT SIZE, KEY DATES, AND MORE FOR ₹1,255 CRORE ISSUE - MINT

VANCE SAYS IRAN CONFLICT ISN’T A ‘WAR,’ RISKING MIDTERM BACKLASH - BLOOMBERG.COM - GNEWS

S. KOREA TO PROVIDE BLANKETS, OTHER EMERGENCY RELIEF SUPPLIES TO NEPAL FLOOD VICTIMS - YONHAP

SCALING AGENTIC AI PILOTS ACROSS THE ENTERPRISE - MIT_TECHREVIEW

(URGENT) SEOUL SAYS CONTRIBUTION IN HORMUZ MAY BE POSSIBLE TO EXTENT IT DOES NOT UNDERMINE DEFENSE READINESS - YONHAP

Cloudflare Partners with OpenAI Daybreak Models to Redefine Vulnerability Management with AI-Powered Edge Defense

OPENAI, ANTHROPIC, SPACEXAI HIT BY SERVICE OUTAGES FOR AI MODELS - BLOOMBERG.COM - GNEWS

FOUR MAJOR AI MODELS SUFFER RARE OVERLAPPING DOWNTIME - ARSTECHNICA

HPE LIFTS SALES FORECAST ON AI DEMAND FOR SERVERS, NETWORKING - BLOOMBERG.COM - GNEWS

LUTNICK SAYS HE ‘MISSPOKE’ ABOUT AMERICAN DEATHS IN IRAN WAR - BLOOMBERG.COM - GNEWS

US PRESSURE ON IRAN STARTING TO TELL, AS SANCTIONS AND BLOCKADE BITE - REUTERS - GNEWS

AAM ASKS THE FTC TO INVESTIGATE AI SHOPPING TOOLS WHETHER ARE IGNORING MADE IN AMERICA PRODUCTS - ALLIANCE FOR AMERICAN MANUFACTURING - GNEWS

Gary Black Warns Tesla Risks Falling Behind in the Self-Driving Race: ‘Unsupervised Autonomy Is Becoming Table Stakes’

LUTNICK APOLOGIZES FOR SAYING NO AMERICANS HAVE DIED IN IRAN WAR - REUTERS - GNEWS

Summit Therapeutics Says It Is Beating Merck With Its Cancer Drug

MINER WEEKLY: BITCOIN MINERS UNPLUG 23% AS AI REVENUE SURGES 52% - THEENERGYMAG - GNEWS

RUSSIA WILL CLOSE GERMAN CULTURAL CENTERS AS MOSCOW AND EUROPE SPAR OVER UKRAINE - APNEWS.COM - GNEWS

‘WE ARE STALLED’: US-IRAN CONFLICT STUCK WITH NO END IN SIGHT - BLOOMBERG.COM - GNEWS

EU TO HIT BACK AT RUSSIA AFTER DRONE ATTACK AS GERMANY PROBES NEW SABOTAGE CASES - REUTERS - GNEWS

INDIA-US BILATERAL TRADE AGREEMENT: PIYUSH GOYAL REVEALS WHAT US SHOULD ANNOUNCE TO FINALIZE DEAL - MINT

ENQUEST IS INTERESTED IN BUYING BP’S NORTH SEA ASSETS, CEO TELLS CNBC - CNBC

BROADCOM PREDICTS SURGE IN AI CHIP SALES OVER NEXT TWO YEARS - BLOOMBERG.COM - GNEWS

STANDARD CHARTERED LAUNCHES INSTITUTIONAL SPOT CRYPTO TRADING IN UAE