Market Signals

GOLDMAN SACHS SAYS AI IS DRIVING HALF OF S&P 500 EARNINGS GROWTH. THAT NUMBER CUTS BOTH WAYS. - 24/7 WALL ST. - GNEWS

REX American Resources (REX) Notches A Record Quarter, Then Doubts Creep In

ECB’S LAGARDE SAYS CURRENT INFLATION SHOCK WILL BE LONGER LASTING - BLOOMBERG.COM - GNEWS

IRAN AND UAE BACK JOINT BRICS STATEMENT URGING RESTRAINT IN WAR - REUTERS - GNEWS

EXCLUSIVE: NVIDIA IN TALKS TO INVEST IN ANTHROPIC’S MEGA IPO, SOURCES SAY - REUTERS - GNEWS

TREASURY YIELDS SNAPSHOT: SEPTEMBER 11, 2026 - SEEKINGALPHA

NVIDIA MULLS $10 BILLION ANTHROPIC IPO BACKING, REUTERS SAYS - BLOOMBERG.COM - GNEWS

US CORE CPI TOPS FORECASTS, BOLSTERING CASE FOR RATE HIKE - BLOOMBERG.COM - GNEWS

US CONSUMER SENTIMENT SLIDES ON HIGHER GAS, TRADE TENSIONS - BLOOMBERG.COM - GNEWS

HOUTHIS REPORTEDLY ADVANCE TO KEY RED SEA ISLAND, FURTHER THREATENING CRUCIAL OIL CHOKE POINT - CNBC

Nscale adds former OpenAI exec Fidji Simo to its board ahead of potential IPO

ANTHROPIC SAYS YEMEN GROUP USED CLAUDE IN MISSILE DEVELOPMENT - BLOOMBERG.COM - GNEWS

RUSSIA’S TOP UN ATOMIC OFFICIAL SUSPENDED OVER MISOGYNIST SCREED - BLOOMBERG.COM - GNEWS

CHATGPT INVENTED FAKE POLICE TESTIMONY IN MURDER APPEAL, NEW MEXICO HIGH COURT SAYS - REUTERS - GNEWS

$6 DIESEL SHOULD BENEFIT TESLA'S TRUCKING AMBITIONS, MORGAN STANLEY SAYS - CNBC

HOUTHIS USED ANTHROPIC AI TO TRY TO BUILD BALLISTIC MISSILES - FINANCIAL TIMES - GNEWS

MRVL RIDES ON THE AI CAPEX WAVE: WHAT'S AHEAD FOR INVESTORS? - THE GLOBE AND MAIL - GNEWS

ORACLE'S STOCK RISES ON EARNINGS AND REVENUE BEAT FUELED BY AI CLOUD DEMAND - CNBC

IEA WARNS GLOBAL OIL REFINING SYSTEM ‘STRETCHED TO THE LIMIT’ AS IRAN, UKRAINE WARS TIGHTEN MARKET - CNBC

CHINA, INDIA ARRANGING MEETING FOR XI, MODI, CHINA'S FOREIGN MINISTRY SAYS - REUTERS - GNEWS

EXPLAINED: WHY DID MARKET BOUNCE BACK? SENSEX RECOVERS 620 POINTS FROM DAY’S LOW, NIFTY CLOSES NEAR 23,400 - ECONOMICTIMES

VANCE ASKS VOTERS TO STICK WITH GOP, NODS TO IRAN WAR ANGST - BLOOMBERG.COM - GNEWS

⁠GOLD ON TRACK FOR THIRD STRAIGHT WEEKLY LOSS AS US INFLATION DATA LOOMS​‌ - REUTERS - GNEWS

ADOBE SLIPS EVEN AS IT BOOSTS FULL-YEAR EARNINGS OUTLOOK AFTER STRONG Q2 RESULTS (ADBE:NASDAQ) - SEEKING ALPHA - GNEWS

OPENAI ARMS DEVS WITH AI CONVERSATION TOOL THAT CAN TALK AND LISTEN AT THE SAME TIME - THEREGISTER

ALTMAN TELLS STAFF OPENAI IS OPEN TO SLOWING AI DEVELOPMENT, BLOOMBERG NEWS REPORTS - REUTERS - GNEWS

BITCOIN FALLS ON US PPI OVERSHOOT AS 30-YEAR BOND YIELD HITS NEW 19-YEAR HIGH - COINTELEGRAPH

(URGENT) SEOUL SHARES END LOWER ON RISING OIL PRICES, INFLATION WOES - YONHAP

ORACLE (ORCL) BEATS Q1 EARNINGS AND REVENUE ESTIMATES - YAHOO FINANCE - GNEWS

PM HAN, AMCHAM SEEK DEEPER KOREA-US INVESTMENT TIES - KOREAHERALD

TRUMP ADMINISTRATION TO SANCTION UNNAMED 'LARGE' BANK ON MONDAY, BESSENT SAYS - REUTERS - GNEWS

MICROSOFT PLANS 38 GIGAWATTS OF DATA CENTER CAPACITY BY 2032, BLOOMBERG NEWS REPORTS - REUTERS - GNEWS

ANTHROPIC DISRUPTS RUSSIAN, CHINESE AI CAMPAIGNS TARGETING ITS CLAUDE MODELS - REUTERS - GNEWS

PETROL AND DIESEL PRICES TODAY – 11 SEP: FUEL RATES IN DELHI, MUMBAI, BENGALURU AS CRUDE OIL EXTENDS RALLY - MINT

COPART EXPECTS ALL-CASH ACV ACQUISITION TO BE ACCRETIVE IN FY 2028 AS IT TARGETS COST REDUCTIONS AFTER 12.7% OPEX PER CAR INCREASE - SEEKINGALPHA

(URGENT) SEOUL SHARES OPEN SHARPLY LOWER, TRACKING U.S. LOSSES, AMID INFLATION WOES - YONHAP

HANDS-ON TEST OF SPARK X2.5: HAND-CODED PARTICLE MOON, DISSECTED A 61-PAGE FINANCIAL REPORT... AND EVEN CAUGHT MY BUG ALONG THE WAY - QBITAI

MOONSHOT SECRETLY ROUTED USER REQUESTS THROUGH CLAUDE, ANTHROPIC SAYS - BLOOMBERG.COM - GNEWS

IRANIAN ARMS AND ADVICE HELPED YEMEN'S HOUTHIS SEIZE KEY RED SEA CITY, SOURCES SAY - REUTERS - GNEWS

THE ODDS OF A RATE HIKE ARE SOARING AHEAD OF THE SEPT. 16 FOMC MEETING - THE GLOBE AND MAIL - GNEWS

INFLATION DATA, BOND YIELDS WEIGH ON PRE-MARKET SENTIMENT - FINVIZ - GNEWS

SAUDIS TELL OPEC THAT OUTPUT SLUMPED AGAIN TO LOWEST SINCE 1990 - BLOOMBERG.COM - GNEWS

TRUMP WARNS TEHRAN OVER PICKAXE MOUNTAIN ACTIVITY; U.S.-IRAN EXCHANGE ATTACKS ON SHIPS NEAR HORMUZ - CNBC

AI BOND ISSUANCE RESHAPES SWISS FRANC CREDIT MARKET - KONSULTEER.COM - GNEWS

SEBI SETTLES DISCLOSURE VIOLATION CHARGES AGAINST ADANI PORTS CEO, CFO - ECONOMICTIMES

The initial market reaction to this Treasury announcement (CNBC reporting below) has been to push yields higher:

AI CHIP DEPRECIATION THREATENS RETURNS ON BIG TECH'S $760 BILLION CAPEX SPLURGE - FINANCE.BIGGO.COM - GNEWS

PIPER SANDLER SAYS AI IS CAUSING 'INSATIABLE DEMAND' FOR COMPUTE CAPACITY. THESE TWO STOCKS WILL BENEFIT MOST - CNBC

Anthropic Discloses Fourth Unauthorized System Hack During Cybersecurity Tests

NSE IPO SHRINKS AS MORGAN STANLEY, OTHER INVESTORS CUT STAKE SALES - MINT