Market Signals

TRUMP BLAMES IRAN FOR DRONE STRIKE ON A CARGO SHIP IN STRAIT OF HORMUZ

THE SUPREME COURT LETS THE TRUMP ADMINISTRATION END LEGAL PROTECTIONS FOR HAITIANS AND SYRIANS - AP NEWS - GNEWS

IRAN OIL WAIVER OFFERS LIFELINE TO TEHRAN AS TALKS PROCEED — via JAPAN_TIMES

SPACEX SIGNS COMPUTING POWER DEAL WITH OPEN-SOURCE AI STARTUP REFLECTION WORTH UP TO $6.3 BILLION — via CNBC

HIDDEN BENEATH AI CHIPS , CHINESE - MADE CIRCUIT BOARDS RAISE NATIONAL SECURITY CONCERNS IN U.S . · EMSNOW

WHY DID ULTA BEAUTY'S STOCK PLUNGE AFTER Q4 EARNINGS - KAVOUT — via GNEWS

LOWER FEE OR BIGGER BITCOIN ETF SCALE ? HODL VS . IBIT

THE DOLLAR , GOLD , AND BITCOIN ARE TAKING WARSH FED SHIFT SERIOUSLY . STOCKS DONT CARE .

KOSPI BREAKS 9,000 MILESTONE — via KOREAHERALD

MICROSOFT MAKES BIG AI INROADS IN CHINA BY SELLING OPENAI MODELS — via JAPAN_TIMES

G7 LEADERS DISCUSS ‘TRUSTED PARTNERS’ ACCESS TO CUTTING-EDGE U.S. AI MODELS — via JAPAN_TIMES

HYPERLIQUID ETFS DRAW IN $172M SINCE LAUNCH AS HYPE HITS ALL-TIME HIGH — via DECRYPT

D.O.J. SEEKS TO HALT POLLUTION LAWSUIT AGAINST ELON MUSK’S DATA CENTER — via NYT

TRUMP’S IRAN ACCORD OFFERS EXIT FROM WAR — AND FRESH POLITICAL RISKS — via JAPAN_TIMES

US JUDGE DISMISSES MUSK'S XAI TRADE SECRET LAWSUIT AGAINST OPENAI - REUTERS — via GNEWS

BITCOIN SALES ARE NECESSARY FOR STRATEGY'S DIGITAL CREDIT BUSINESS, SAYLOR SAYS — via COINTELEGRAPH

CRYPTO EXCHANGES CASH IN ON SPACEX FRENZY WITH PRE-IPO DERIVATIVES - REUTERS — VIA GNEWS

WHY THE AI CAPEX CYCLE MAY JUST BE BEGINNING - LINCOLNJOURNAL.COM — VIA GNEWS

SOLAR POWER HITS NEW MILESTONES IN THE US EVEN AS TRUMP BOOSTS COAL OVER CLEAN ENERGY - AP NEWS — VIA GNEWS

MAMA'S CREATIONS, INC. (MAMA) Q1 EARNINGS AND REVENUES BEAT ESTIMATES - MSN — VIA GNEWS

PREVIEWING THE 2026 Q2 EARNINGS SEASON - FXSTREET — VIA GNEWS

EU COMMISSION CHIEF VON DER LEYEN EXPRESSES OUTRAGE AT RUSSIA’S DEADLIEST ONSLAUGHT ON KYIV

GOVERNMENT STABLECOIN PAYMENTS WOULD FUEL 'TAX EVASION ECONOMY,' LAWMAKER WARNS — VIA DECRYPT

JAPAN STEPS UP EFFORTS ON COOKING OIL IN RACE FOR SUSTAINABLE AVIATION FUEL​​ — VIA JAPAN_TIMES

WHAT IS STRATEGY (MSTR)? THE BITCOIN TREASURY COMPANY - DECRYPT

WHY IS THE US STOCK MARKET DOWN TODAY? DOW JONES, S&P 500 AND NASDAQ CRASH BIG AS STRONG JOBS REPORT, RISI - THE ECONOMIC TIMES — VIA GNEWS

SENATE OKS $70B IMMIGRATION BILL AFTER REJECTING EFFORTS TO PERMANENTLY BAN TRUMP'S SETTLEMENT FUND - AP NEWS — VIA GNEWS

VEEVA SYSTEMS Q1 EARNINGS CALL HIGHLIGHTS AI PUSH & HIGHER OUTLOOK - ZACKS INVESTMENT RESEARCH — VIA GNEWS

TRUMP TAPS HOUSING REGULATOR PULTE TO BE ACTING DIRECTOR OF NATIONAL INTELLIGENCE — AP NEWS

TRUMP TO NOMINATE TODD BLANCHE AS US ATTORNEY-GENERAL — Financial Times

TRUMP SIGNS SCALED-BACK AI EXECUTIVE ORDER WITH VOLUNTARY 30-DAY REVIEW

$LPTH (LIGHTPATH TECHNOLOGIES) — 8-K: Q4 FY26 revenue up 73.8% to $21M; net loss narrows to -$4M

$FEIM (FREQUENCY ELECTRONICS) — 8-K: FEIM Q1 FY27 GAAP EPS $0.41; revenue $23.5M, up 70% YoY, record backlog $129M.

$ZUMZ (ZUMIEZ) — 8-K: Q2 FY26 revenue fell to $209M; net loss widened to $-3M.

$IBEX (IBEX) — 8-K: IBEX Q4 FY26 adjusted EPS $0.85; revenue +11.6% YoY to $164M; FY27 guide $700–715M

OKX BRINGS OPENAI AND ANTHROPIC BETS TO EUROPE AS PRE-IPO TRADING GROWS - COINDESK

YEMEN RISKS RETURN TO CIVIL WAR AS IRAN-BACKED HOUTHIS TARGET VITAL OIL SHIPPING ROUTE - PBS

HOLLYWOOD FEARS AN AI FUTURE. CHINA IS ALREADY LIVING IT - LATIMES

EX-ANTHROPIC RESEARCHER WARNS AI COULD GROW "SMART ENOUGH TO KILL US" - CBS

Y COMBINATOR’S GARRY TAN SAYS 'DO NOTHING' ABOUT DISTILLATION AS AI GIANTS ACCUSE CHINA OF COPYING THEIR TECH - TECH

PREFER XNTK OVER XLK: THE MORE POPULAR ETF IS LIGHT ON THE CAPEX LEG - SEEKINGALPHA

TRUMP'S SURGEON GENERAL PICK DISCLOSES TOBACCO, FAST FOOD AND SODA INVESTMENTS - SEEKINGALPHA

'NOTHING NEW TO ANNOUNCE' ON POSSIBLE CHIP COLLABORATION WITH SAMSUNG: OPENAI - YONHAP

LIANYUNGANG LAUNCHES FIRST FULL TRANS-CASPIAN FREIGHT TRAIN, CUTTING TRANSIT TIME BY 5 DAYS - ECNS

State Street Energy Select Sect ($XLE) $64.93 ↓ 0.6% 95th %ile

HSI VOLATILITY INDEX ($HSI_VOL) $19.04 ↑ 4.2% 37th %ile

S&P 500 Dispersion Index $31.59 ↓ 4.0% 0th %ile

ICE BofA MOVE Index $82.09 ↑ 7.0% 98th %ile (extreme_fear)

CBOE Gold Volatility $28.48 ↑ 2.5% 97th %ile (extreme_fear)

CBOE Crude Oil Volatility $60.76 ↑ 21.9% 87th %ile (extreme_fear) • KXWTI 8.5% — $117 or above