Market Signals

RATES SPARK: OIL BACK ABOVE $100 - SEEKINGALPHA

WHY JEFFERIES IS BULLISH ON MANIPAL HOSPITALS AFTER ITS ₹9,000 CRORE ACQUISITION SPREE - ECONOMICTIMES

META UNLEASHES A NEW AI WEAPON. WALL STREET SEES HUGE UPSIDE FOR META STOCK - YAHOO

ENVIRO INFRA ENGINEERS SHARES RISE 5% ON RS 224 CRORE WIND EPC ORDER FROM TATA POWER RE - ECONOMICTIMES

IRB INFRASTRUCTURE SHARES RALLY 8% AS AUGUST TOLL REVENUE SURGES 25% YOY TO RS 807 CRORE - ECONOMICTIMES

ARM EXTENDS AI REACH FROM DATA CENTERS TO EDGE DEVICES - YAHOO

AMD-BACKED AI STARTUP UPSTAGE EXPLORES PRE-IPO FUNDING - REPORT - SEEKINGALPHA

GOVT ASKS SUGAR MILLS TO KEEP PRICES 'REASONABLE' - ECONOMICTIMES

UKRAINIAN DRONES STRIKE RUSSIAN CASPIAN SEA PORT IN DAGESTAN - ALJAZEERA

NRG ENERGY: CUSTOMER RELATIONSHIP IS WORTH MORE THAN ANOTHER AI HEADLINE - SEEKINGALPHA

HUAWEI DENIES STEALING SECRETS, VIOLATING IRAN SANCTIONS AS US TRIAL BEGINS - NIKKEI

DIESEL PRICES JUST SMASHED A 2022 RECORD, BUT IT'S NOT ONLY TRUCKS THAT ARE TAKING A HIT. WHAT IT MEANS FOR YOUR WALLET - YAHOO

BITMINE BUYS $69M IN ETHER, CLOSES IN ON 5% OF ETHEREUM SUPPLY - YAHOO

ANOTHER ANTHROPIC MODEL GAINED ACCESS TO THE OPEN INTERNET IN 4TH SUCH INCIDENT - CBS

ALVOPETRO ENERGY EXPANDS MANNVILLE HEAVY OIL POSITION WITH COURSER ENERGY AGREEMENT - YAHOO

OPENAI'S NEW SAFETY HIRE SAYS LOSING CONTROL OF AI WOULD BE 'CATASTROPHIC' AND THAT 'MOST PEOPLE COULD DIE' - BUSINSIDER

TRUMP SAYS THE US-IRAN WAR WILL END RIGHT AFTER MIDTERMS - ALJAZEERA

APPLE INC. (AAPL) DISCUSSES VISION FOR INTELLIGENT PERSONAL HUB AND AI INTEGRATION IN EVERYDAY EXPERIENCES PREPARED REMARKS TRANSCRIPT - SEEKINGALPHA

IRAN WAR LOOMS OVER TRUMP AT REPUBLICAN MIDTERM CONVENTION IN DALLAS - ALJAZEERA

OIL PRICES APPROACH $100 AS MIDDLE EAST CONFLICT FLARES, GOLDMAN SEES POTENTIAL UPSIDE TO $120 - YAHOO

$CNM (CORE & MAIN) — 8-K: CNM Q2 FY26 adjusted EPS $0.94 beats consensus $0.86 by +9.3%; revenue +2.5% YoY

$LMNR (LIMONEIRA) — 8-K: LMNR Q3 FY26 adjusted EPS $0.02; revenue $44M, down ~8% YoY on Sunkist transition.

$WLTH (WEALTHFRONT) — 8-K: WLTH Q2 FY27 EPS $0.10, down 59% YoY; revenue $91.9M up 1% YoY

$NAVN (NAVAN) — 8-K: Navan Q2 FY27 adjusted EPS $0.05; revenue +35% YoY to $233M; FY27 guide raised to $0.9B

$AEO (AMERICAN EAGLE OUTFITTERS) — 8-K: Q2 FY26 EPS $0.79 vs $0.45 last year; revenue $1.38B up 8% YoY

S&P 500 Dispersion Index $32.92 ↓ 4.6% 10th %ile (complacency)

CBOE Crude Oil Volatility $49.85 ↑ 2.6% 48th %ile (neutral) • KXWTI 8.5% — $117 or above

CBOE Nasdaq Volatility $22.32 ↑ 2.8% 25th %ile (neutral) • KXNASDAQ100Y 4.0% — 32,000 to 32,499.99

VIX of VIX $94.50 ↑ 6.6% 71th %ile (fear)

CBOE Volatility Index $16.46 ↑ 4.7% 57th %ile (neutral)

$AVO (MISSION PRODUCE) — 8-K: AVO Q3 FY26 adjusted EPS $0.18, down YoY from $0.26; revenue +26% to $450M.

SAMSUNG ELECTRONICS CHAIRMAN TO BUY 1.9 TLN WON WORTH OF SHARES FROM MOTHER - YONHAP

S. KOREA, FRANCE SIGN MOU TO STRENGTHEN COOPERATION IN AI, SEMICONDUCTORS - YONHAP

SALESFORCE HAS HELD TALKS TO BUY LISTEN LABS, AN AI CUSTOMER RESEARCH PLATFORM, FOR AROUND $2 BILLION - BUSINSIDER

TRANSCONTINENTAL NON-GAAP EPS OF C$0.32, REVENUE OF C$306M - SEEKINGALPHA

IRAQI GRADUATES PROTEST FOR GOVT JOBS AMID UNEMPLOYMENT CRISIS - ALJAZEERA

IS BLOCK UNDERPERFORMING THE NASDAQ? - YAHOO

IS NORFOLK SOUTHERN STOCK UNDERPERFORMING THE NASDAQ? - YAHOO

$JILL (J.JILL) — 8-K: JILL Q2 FY26 adjusted EPS $1.24; revenue $155M, guides Q3 FY26 revenue +3%-5%

$KFY (KORN FERRY) — 8-K: KFY Q1 FY27 adjusted EPS $1.43, up 9% YoY; revenue $765M, up 7% YoY

$SIG (SIGNET JEWELERS) — 8-K: SIG Q2 FY27 adjusted EPS $2.19, up from $1.61 YoY; raises FY27 adjusted EPS guide to $10.45-$12.15

$CHWY (CHEWY) — 8-K: CHWY Q2 FY26 adj. EPS $0.36, in-line with consensus (-0.4% miss); revenue $3.33B +7.3% YoY

$CNM (CORE & MAIN) — 8-K: CNM Q2 FY26 adjusted EPS $0.94 beats consensus $0.86 by +9.3%; revenue +2.5% YoY

$PPIH (PERMA-PIPE INTERNATIONAL HOL..) — 8-K: PPIH Q2 FY26 GAAP EPS $0.31, up from $0.10 YoY; revenue +24% to $60M.

$CAL (CALERES) — Q2 FY26

$ASO (ACADEMY SPORTS & OUTDOORS) — 8-K: ASO Q2 FY26 adjusted EPS $2.31, up 19.1% YoY; FY26 adjusted EPS guide raised to $6.50-$6.90

MARUBENI AIMS FOR TRADING-HOUSE LEADING 15% ROE BY MOBILIZING ITS CASH - NIKKEI

JAPAN'S DAIKIN TO USE AI IN A/C INSPECTION TRAINING AS COOLING DEMAND RISES - NIKKEI

INDIAN RAILWAYS GETS RS 20,000 CRORE BOOST - ECONOMICTIMES

THIS VC USED AI TO TRY TO SNAG A RESTAURANT RESERVATION. RESY WASN'T HAVING IT - BUSINSIDER