Market Signals

JAPAN’S ROBOT MAKERS JOIN NVIDIA’S PHYSICAL AI COSMOS COALITION - BLOOMBERG.COM - GNEWS

ASML RAISES 2026 GUIDANCE SECOND TIME, BEATS Q2 EARNINGS - QZ.COM - GNEWS

LG ENERGY SOLUTION TO SUPPLY BATTERIES FOR GOOGLE’S LARGEST SOLAR-STORAGE PROJECT - KOREAHERALD

NVIDIA HALVES ASIA BUYER LIST IN CHINA CHIP CRACKDOWN - FINANCIAL TIMES - GNEWS

STOCKS END HIGHER BUOYED BY LIGHT INFLATION DATA, BOUNCE IN CHIP STOCKS - CNBC

COHERENT (COHR) IS DOWN 8.4% AFTER NVIDIA-BACKED AI OPTICS EXPANSION NEWS - HAS THE BULL CASE CHANGED? - SIMPLYWALL.ST - GNEWS

JPMORGAN BAGS RECORD PROFIT ON $6 BILLION STOCK-TRADING HAUL - BLOOMBERG.COM - GNEWS

TSMC SEEN RIDING AI BOOM TO FIFTH STRAIGHT QUARTER OF RECORD PROFIT - REUTERS - GNEWS

SK HYNIX PLUNGES AFTER NASDAQ DEBUT AMID DIMINISHING EARNINGS OPTIMISM - WTVB - GNEWS

SK HYNIX'S WALL STREET DEBUT SPARKS ETF FRENZY, SEOUL VOLATILITY - KOREAHERALD

TSMC POSTS RECORD REVENUE IN SECOND QUARTER ON AI DEMAND - REUTERS - GNEWS

NVIDIA WAS THE DARLING OF THE AI BOOM, NOW IT’S CHEAPER THAN THE KING OF HOUSE PAINT - 24/7 WALL ST. - GNEWS

TSMC Q2 EARNINGS PREVIEW: WHY SHOULD YOU BUY TSM STOCK BEFORE JULY 16? - YAHOO FINANCE - GNEWS

TSMC Q2 EARNINGS PREVIEW: WHY SHOULD YOU BUY TSM STOCK BEFORE JULY 16? - ZACKS INVESTMENT RESEARCH - GNEWS

PEPSICO EARNINGS MISS ESTIMATES AS U.S. CONSUMERS TIGHTEN THEIR BUDGETS - CNBC

OIL TANKER TRAFFIC THROUGH HORMUZ AT NEAR STANDSTILL AS ATTACKS STRAIN IRAN TRUCE - REUTERS - GNEWS

NVIDIA RIVAL POSITRON HOLDS TALKS TO RAISE FUNDS AT $5 BILLION VALUATION - BLOOMBERG.COM - GNEWS

TRUMP DECLARES US-IRAN CEASEFIRE ‘OVER’ - RT.COM - RT

TSMC MAY BOOST 2026 OUTLOOK AND 2027 CAPEX AT Q2 MEETING - MSN - GNEWS

REVENUE AND GROWTH OUTLOOK AFFIRM WHY TAIWAN SEMICONDUCTOR MANUFACTURING CO. (TSM) IS A TOP AI STOCK ON WALL STREET’S RADAR - YAHOO FINANCE - GNEWS

STRAIT OF HORMUZ TRAFFIC WON'T RETURN TO NORMAL UNTIL 2027 AFTER LATEST SETBACK, KALSHI TRADERS PREDICT - CNBC

OIL PRICES RISE, AND STOCKS FALL WORLDWIDE AFTER TRUMP SAYS CEASEFIRE WITH IRAN IS ‘OVER’ - EAST BAY TIMES - GNEWS

TRADERS ON KALSHI THINK THE NASDAQ-100 WILL END 2026 ABOVE 30,000, PREDICTING A COOLER SECOND HALF OF THE YEAR - CNBC

OPENAI TO PUBLICLY RELEASE GPT-5.6 AI MODELS, ENDING GOVERNMENT-REQUESTED LIMITS - CNBC

Q2 EARNINGS SEASON IS ABOUT TO BEGIN! UBS GROUP’S IN-DEPTH OUTLOOK ON U.S. BANK STOCKS: AMID BROAD-BASED STRENGTH, THESE FIVE KEY THEMES WILL DETERMIN

NY STOCKS FALL, NASDAQ DROPS OVER 1% AS IRAN TENSIONS AND SEMICONDUCTOR VALUATION CONCERNS WEIGH - FINANCE.BIGGO.COM - GNEWS

KALSHI TRADERS SEE SLIM ODDS U.S. GOVERNMENT WILL TAKE A STAKE IN OPENAI THIS YEAR - CNBC

OIL RISES AS US STRIKES ON IRAN RAISE FEARS OVER SHAKY TRUCE - REUTERS - GNEWS

NVIDIA’S AI ROADMAP DENIAL SHIFTS FOCUS BACK TO ITS VALUATION GAP - INVESTING.COM UK - GNEWS

US STRIKES IRAN AND BLOCKS OIL SALES IN NEW THREATS TO CEASEFIRE - BLOOMBERG.COM - GNEWS

PERPLEXITY SAYS IT PLANS TO USE NVIDIA'S NEW CPU - REUTERS - GNEWS

S&P 500, NASDAQ SNATCH ANOTHER RECORD AS US CONTINUES CEASEFIRE NEGOTIATIONS WITH IRAN - MSN - GNEWS

CHINESE FIRMS LEAVE NVIDIA FOR LOCAL AI SUPPLIERS, SURVEY SHOWS - BLOOMBERG.COM - GNEWS

SK HYNIX LOWERS NASDAQ ADR OFFERING TO 43 TRILLION WON - KOREAHERALD

AI CAPEX CYCLE LIKELY TO END WITH MARKET PUSHBACK, NOT SPENDING CUTS: JEFFERIES - ETENTERPRISEAI.COM - GNEWS

THIS SEMICONDUCTOR-LINKED STOCK COULD GAIN MORE MOMENTUM IN EARNINGS SEASON, DEUTSCHE BANK SAYS - CNBC

SEMICONDUCTOR STOCKS ARE FLASHING WARNING SIGNS OF A POSSIBLE TOP. WHAT TO WATCH - CNBC

NVIDIA AI SERVER DELAY REPORT SENDS ASIAN TECH STOCKS SLIDING - BLOOMBERG.COM - GNEWS

NVIDIA AI SERVER DELAY REPORT SENDS ASIAN TECH STOCKS SLIDING - THE BUSINESS TIMES - GNEWS

TSMC’S PRICING FIREPOWER AND $82 BILLION CAPEX AMBITION SET STAGE FOR EARNINGS - AD HOC NEWS - GNEWS

DOW JONES AI GIANT NVIDIA STOCK TUMBLES TO KEY SUPPORT LEVEL AMID MARKET SELL-OFF - MSN - GNEWS

MICRON’S JAW-DROPPING EARNINGS SHOW IT IS LEAVING NVIDIA BEHIND IN THE AI BOOM - AOL.COM - GNEWS

NVIDIA OFFERS REVENUE SHARING MODEL FOR ASPIRING AI STARTUPS - BLOOMBERG - GNEWS

NVIDIA STOCK OUTLOOK: IS THE AI TRADE OVER OR IS MONEY SIMPLY ROTATING INTO MEMORY STOCKS? - TRADINGKEY - GNEWS

TRUMP'S ANNUAL FINANCIAL DISCLOSURE SHOWS MORE THAN $580M IN CRYPTO-RELATED INCOME - CNBC

SAMSUNG AND SK HYNIX'S MASSIVE SPENDING SPARKS VALUATION CONCERNS, JAPAN AND SOUTH KOREA STOCK MARKETS FALL, OIL PRICES ONCE RETURN ABOVE 70 - BITGET

U.S. STOCKS TO FACE KEY TEST IN Q2 EARNINGS SEASON! GOLDMAN SACHS OFFERS OPTIMISTIC OUTLOOK: CORPORATE PROFITS EXPECTED TO GROW STRONGLY AGAIN - BITGE

US FUTURES CLIMB ON REPORTS PEACE TALKS TO RESUME: MARKETS WRAP - BLOOMBERG.COM - GNEWS

ANALYSTS SPLIT ON NVIDIA AND MICRON AS AI CHIP LEADERS - MSN - GNEWS

A HISTORICAL DOUBLE WHAMMY MAKES STOCK MARKET CRASH MORE LIKELY UNDER TRUMP