Market Signals

WALL ST SET TO OPEN HIGHER AS CHIP STOCKS EXTEND RECOVERY; EARNINGS IN FOCUS - REUTERS - GNEWS

CHINA CONSIDERS TIGHTER EXPORT CONTROLS ON AI MODELS AND CHIPS, FT REPORTS - REUTERS - GNEWS

[EARNINGS OUTLOOK] TESLA SCHEDULED TO REPORT Q2 EARNINGS ON THE 22ND! DELIVERIES HIT A RECORD HIGH, BUT IS PROFITABILITY STRONG ENOUGH TO SUPPORT ITS

TSMC TO RAISE CHIPMAKING PRICES BY UP TO 10% IN 2027, NIKKEI ASIA REPORTS

STIFEL (SF) Q2 EARNINGS REPORT PREVIEW: WHAT TO LOOK FOR - YAHOO! FINANCE CANADA - GNEWS

AGNC INVESTMENT (AGNC) Q2 EARNINGS BEAT ESTIMATES - YAHOO FINANCE - GNEWS

SMARFINANCIAL (SMBK) SURPASSES Q2 EARNINGS AND REVENUE ESTIMATES - YAHOO FINANCE - GNEWS

US MILITARY COMPLETES ITS LATEST STRIKES ON IRAN, MARKING THE 10TH SUCCESSIVE NIGHT OF ATTACKS - REUTERS - GNEWS

CALIX (CALX) SURPASSES Q2 EARNINGS AND REVENUE ESTIMATES - YAHOO FINANCE - GNEWS

HOME BANCORP (HBCP) BEATS Q2 EARNINGS AND REVENUE ESTIMATES - YAHOO FINANCE - GNEWS

BOK FINANCIAL (BOKF) Q2 EARNINGS AND REVENUES TOP ESTIMATES - YAHOO FINANCE - GNEWS

W.R. BERKLEY (WRB) SURPASSES Q2 EARNINGS AND REVENUE ESTIMATES - YAHOO FINANCE - GNEWS

STEEL DYNAMICS (STLD) Q2 EARNINGS AND REVENUES TOP ESTIMATES - YAHOO FINANCE - GNEWS

ZIONS (ZION) Q2 EARNINGS BEAT ESTIMATES - YAHOO FINANCE - GNEWS

NETFLIX'S WEAK OUTLOOK OVERSHADOWS Q2 EARNINGS BEAT: TIME TO HOLD? - ZACKS INVESTMENT RESEARCH - GNEWS

BIG TECH EARNINGS SEASON AND THE CAPEX SPIRAL - BUNDLE - GNEWS

DO ZIONS (ZION) Q2 EARNINGS EXPECTATIONS AND BOARD CHANGE REFRAME ITS EARNINGS RESILIENCE STORY? - YAHOO FINANCE UK - GNEWS

OIL JUMPS 3% AS US, IRAN EXPAND STRIKES IN THE MIDDLE EAST - REUTERS - GNEWS

CFTC COT: Dealer/Intermediary $BTC net long at 88th percentile (3Y) — long_building

MOONSHOT’S KIMI UPENDS CONVENTIONAL WISDOM ON US LEAD OVER CHINA - BLOOMBERG.COM - GNEWS

NVIDIA’S LOW VALUATION FUELS DEBATE DESPITE AI DOMINANCE - MSN - GNEWS

TSMC RAISES CAPEX AND REVENUE FORECAST, HIGHLIGHTING GROWING AI CHIP DEMAND - YAHOO FINANCE - GNEWS

GOOGLE GEMINI LAUNCH DELAYED AS TECH FALLS SHORT OF INTERNAL GOALS, BLOOMBERG NEWS REPORTS

KALSHI TRADERS SEE GAS PRICES CROSSING $4 BY END OF JULY - CNBC

SMALL AMOUNT OF NVIDIA AI CHIPS SOLD TO CHINA VIA US LICENSE - BLOOMBERG.COM - GNEWS

US ATTACKS IRAN AND TEHRAN RETALIATES ACROSS THE MIDDLE EAST AS BOTH VIE FOR CONTROL OF STRAIT - AP NEWS - GNEWS

LUCID SHARES SINK ON REPORT SAYING WEIGHING POSSIBLE BANKRUPTCY - BLOOMBERG.COM - GNEWS

KALSHI LAUNCHES 'PRO' PRODUCT FOR USERS TRADING MULTIPLE MARKETS AT SAME TIME, PERPETUAL FUTURES - CNBC

(URGENT) SEOUL SHARES CRASH 9 PCT ON TECH LOSSES AMID MIDDLE EAST TENSIONS - YONHAP

SK HYNIX CEO SEES WORST MEMORY SHORTAGE IN 2027, DEMAND TO OUTSTRIP SUPPLY BEYOND 2030 - REUTERS - GNEWS

SK HYNIX CHIEF EXPECTS MEMORY SHORTAGE TO LAST INTO NEXT DECADE - BLOOMBERG.COM - GNEWS

WILL SK HYNIX’S RECORD $26.5BN ADR ISSUANCE HELP CLOSE ITS CAPEX INTENSITY GAP? - THE FUTURUM GROUP - GNEWS

JCET SETS US$1.4BN CAPEX FOR AI PACKAGING EXPANSION AS CHINA ORDERS STAY STRONG - DIGITIMES - GNEWS

TSMC SEEN RAISING 2026 OUTLOOK AND 2027 CAPEX AT Q2 MEETING - MSN - GNEWS

STOCKS GAIN AS CHIPMAKERS RISE, OIL PRICES FALL: LIVE UPDATES - CNBC

GULF COMPANIES ARE SET TO REVEAL THE UNEQUAL TOLL OF IRAN WAR - REUTERS - GNEWS

OIL RISES MORE THAN A DOLLAR PER BARREL AS US LAUNCHES FRESH STRIKES AGAINST IRAN - REUTERS - GNEWS

META TO BUILD FIRST DATA CENTER IN CANADA, EXPANDING GLOBAL FLEET - BLOOMBERG.COM - GNEWS

CELLULAR, TISSUE, AND GENE THERAPIES ADVISORY COMMITTEE; NOTICE OF MEETING; ESTABLISHMENT OF A PUBLIC DOCKET; REQUEST FOR COMMENTS-BIOLOGICS LICENSE A

CANADIAN AND U.S. MARKETS DIVERGE AMID RISING OIL PRICES AND AI WEAKNESS - BNN BLOOMBERG - GNEWS

KOSPI PLUNGES 5% DESPITE SAMSUNG'S RECORD EARNINGS - KOREAHERALD

US MILITARY SAYS IT’S LAUNCHING NEW WAVE OF STRIKES AGAINST IRAN - BLOOMBERG.COM - GNEWS

US MILITARY LAUNCHES STRIKES AGAINST IRAN, CENTRAL COMMAND SAYS - REUTERS - GNEWS

TRUMP ARRIVES IN TURKEY AS NATO IS STRAINED BY RUSSIAN ATTACKS, U.S. IMPATIENCE - CNBC

CHINA'S DEEPSEEK DEVELOPING ITS OWN AI CHIP, SOURCES SAY

DOW JUMPS 150 POINTS FOR FIRST CLOSE ABOVE 53,000; NASDAQ RISES AS CHIPS REBOUND: LIVE UPDATES - CNBC

UK REGULATOR WARNS OF "ARMS RACE" TO KEEP UP WITH AI USE IN FINANCIAL SERVICES - ARSTECHNICA

SAMSUNG EARNINGS PREVIEW: GLOBAL MARKET TRENDS AND OIL UPDATES - GLOBAL BANKING & FINANCE REVIEW - GNEWS

UTILITIES STOCKS PLUNGE, YET THE OUTLOOK REMAINS POSITIVE WITH THE DATA CENTER BOOM - MORNINGSTAR - GNEWS

OIL EDGES LOWER ON OPEC INCREASE, DOLLAR STEADY: MARKETS WRAP - BLOOMBERG.COM - GNEWS