Market Signals

AIRLINES, CRUISE STOCKS GAIN AS OIL PRICES EASE AMID HOPES FOR PAKISTAN-BROKERED PEACE TALKS - SEEKINGALPHA

📊 ICE BofA US High Yield OAS: 2.68 bp (-0bp)

📊 ICE BofA BBB Corporate OAS: 0.96 bp (-0bp)

U.S. 30-YEAR TREASURY YIELD SURGES ABOVE 5% AS STOCK MARKET FLAT - GNEWS

📊 Real Yield Trend: 2.37% (13-week change: +0bp, rising)

$BX 8-K earnings — Q2 FY26

📊 10-Year TIPS Real Yield: 2.3700000000 % (+0.02pp)

📊 ICE BofA US High Yield OAS: 2.69 bp (+0bp)

NBIS STOCK ALERT : WHAT TO KNOW AS NVIDIA REVEALS 9.3 % STAKE IN NEBIUS

📊 ICE BofA BBB Corporate OAS: 0.97 bp (+0bp)

GE VERNOVA EARNINGS PREDICTION MARKET PREVIEW : KALSHI TRADERS BET ON IRAN AND VIETNAM , NOT WIND BLADES -

TRUMP WEIGHS IRAN CEASEFIRE AS MEDIATORS RACE TO HALT ESCALATING CONFLICT

AMD: THE BULL CASE REQUIRES NVIDIA TO FAIL - SEEKINGALPHA

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

NVIDIA CHINA OPENING COULD UNLOCK SURPRISE EARNINGS UPSIDE

📊 Real Yield Trend: 2.36% (13-week change: +0bp, rising)

📊 10-Year TIPS Real Yield: 2.36 % (+0.04pp)

TAIWAN SEMICONDUCTOR MANUFACTURING COMPANY LTD . $TSM SHARES BOUGHT BY CALAMOS WEALTH MANAGEMENT LLC

TAIWAN SEMICONDUCTOR: PREPARE FOR A BIG SURPRISE - SEEKINGALPHA

NVIDIA: THE VALUATION GAP MAY COLLAPSE WITH THIS Q2 CATALYST, LIFTING THE STOCK - SEEKINGALPHA

CONSUMER PRICES FALL FOR FIRST TIME SINCE EARLY DAYS OF COVID PANDEMIC, BUT WAR AGAINST HIGH INFLATION ISN’T WON - MARKETWATCH

📊 10-Year TIPS Real Yield: 2.31 % (+0.00pp)

COMMERCIAL PAPER (CP) DATA NOW AVAILABLE - FED

BALTIC STATES TELL UN RUSSIA MUST ACCEPT IMMEDIATE CEASEFIRE

THE TENUOUS STATE OF A US-IRAN CEASEFIRE RENEWS ANXIETY OVER HIGH FUEL PRICES - ABC

TRUMP SAYS THE IRAN CEASEFIRE IS FINISHED. BOTH SIDES HAVE BEEN TRADING FIRE THROUGHOUT. - BUSINSIDER

IRAN’S ECONOMY FACES LONG ROAD TO RECOVERY AS FRAGILE TRUCE TESTED - ALJAZEERA

COMMERCIAL PAPER RELEASE WILL BE DELAYED ON TUESDAY, JULY 7 - FED

NVIDIA: JENSEN'S ANTI-ASICS ALLIANCE (RATING DOWNGRADE) - SEEKINGALPHA

NVIDIA RISES AS IT REFUTES REPORT OF NEXT-GEN DELAY - SEEKINGALPHA

CHINA CALLS FOR TRULY LASTING CEASEFIRE IN GAZA AT UN SECURITY COUNCIL OPEN DEBATE

PROTECT THE US - IRAN PEACE DEAL

US STOCK MARKET : BESSENT APPLAUDS FED COMMUNICATION RESET , QUESTIONS DOT PLOT RELEVANCE

US-CHINA RARE EARTH CLASH 2.0? FRAGILE TRUCE TESTED AS TIT-FOR-TAT MOVES RETURN — via SCMP

STOCKS FALL, OIL PRICES JUMP AS IRAN HALTS CEASEFIRE NEGOTIATIONS — REPORT

KEY QUESTIONS UNRESOLVED IN U.S .- IRAN PEACE DEAL | THE ASAHI SHIMBUN : BREAKING NEWS , JAPAN NEWS AND ANALYSIS

ANATOLE INVESTMENT MANAGEMENT LTD TRIMS POSITION IN NVIDIA CORPORATION $NVDA

NVIDIA WON'T BE THIS CHEAP FOREVER — via SEEKINGALPHA

FRAGILE QUIET IN LEBANON AS US-IRAN TRUCE LEAVES UNANSWERED QUESTIONS — via BBC

CHINA MAY RETAIL SALES FALL FOR FIRST TIME IN OVER THREE YEARS

$NVII

$NHY

$NVDA +0.2% — NVIDIA HIRES FORMER OBAMA OFFICIAL TO HEAD ITS GOVERNMENT AFFAIRS OFFICE

BANK OF AMER

SYSTEMIC RISK WARNING: MEGA-IPO FAILURES COULD HURT EVERYONE — VIA SEEKINGALPHA

$NVDA +3.0% — I DO NOT FEAR THE AI BUBBLE YET

$NVDA

TREASURY YIELDS REBOUND, WIPING OUT THE DECLINE FOLLOWING BESSENT'S INTERVENTION - CNBC

RUSSIA DISMISSES IDEA OF BLACK SEA CEASEFIRE - REUTERS - GNEWS

EXCLUSIVE: UKRAINE OFFERS RUSSIA TRUCE IN BLACK SEA AS FOOD SUPPLY FEARS MOUNT, SOURCE SAYS - REUTERS - GNEWS