Market Signals

$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

MITSUBISHI HEAVY TECH MAKES HYDROGEN FROM NATURAL GAS WITHOUT EMITTING CO2 - NIKKEI

‘GAMBLING WITH OUR LIVES’: ANTHROPIC RESEARCHER QUITS, WARNS AGAINST SELF-IMPROVING AI - TECH

ALIBABA TAKES ON ANTHROPIC WITH 50% CHEAPER E-COMMERCE AI AGENT - NIKKEI

CATL TIGHTENS SUPPLIER SCRUTINY IN PUSH FOR CARBON-NEUTRAL EV BATTERIES - NIKKEI

SUNO IS LAUNCHING AI MUSIC MODELS BUILT ON LICENSED TRACKS FROM WARNER AND BMG - QZ

GERMANY MOVES TO TAX BITCOIN LIKE STOCKS AS NEW DRAFT BILL TARGETS TAX-FREE GAINS - COINDESK

IVORY COAST TARGETS LAUNCH OF FIRST STATE-OWNED DATA CENTER IN 2027 - TECH

AUSTRALIA'S NEW ENVOY TO JAPAN CALLS OUT CHINA MISSILE BUILDUP AND COERCION - NIKKEI

HONDA INVESTS IN RARE-EARTH-FREE MAGNET STARTUP NIRON MAGNETICS - NIKKEI

RAILWAY BODY ASKS ₹18K+DA AS MIN BONUS CEILING - ECONOMICTIMES

ALCOA PROPOSES $2.6B DEBT OFFERING TO FUND SOUTH32 ASSET ACQUISITION - SEEKINGALPHA

EVEREST GROUP SHOULD BENEFIT FROM A QUIET ATLANTIC HURRICANE SEASON - SEEKINGALPHA

ORACLE EARNINGS: OPTIONS TRADERS EYE $175 STRIKE ON HEAVY CALL BIAS - SEEKINGALPHA

FORD: PREMIUM MIX, ALUMINUM RECOVERY AND SUPER DUTY CAPACITY SUPPORT EARNINGS UPSIDE - SEEKINGALPHA

AI COULD KILL US, ANTHROPIC RESEARCHER SAYS AFTER RESIGNING - COINDESK

THE FUTURE OF VOLKSWAGEN? - ZEROHEDGE

CHINA'S OIL SCRAMBLE SENDS AFRICAN, CANADIAN, LATIN AMERICAN CRUDE PRICES SOARING - ZEROHEDGE

AN ANTHROPIC RESEARCHER JUST QUIT, SAYING OPENAI AND ANTHROPIC ARE 'GAMBLING WITH OUR LIVES' - BUSINSIDER

WHY CHINA’S SUGAR STOCKPILES MAY BLUNT AN EL NINO-FUELLED GLOBAL SUPPLY CRUNCH - SCMP

ASM TECH SHARES RALLY 10% TO RECORD HIGH AS RADHAKISHAN DAMANI, MUKUL AGRAWAL JOIN RS 526-CRORE PREFERENTIAL ISSUE - ECONOMICTIMES

OIL LEAK FROM DATA CENTER CONTAMINATES WATER IN BANGKOK, THAILAND - TECH

BRENT CRUDE STARES DOWN THE BARREL OF US$100 BARRIER AS GLOBAL FRICTIONS RAISE SUPPLY RISK - SCMP

RECORD GAS PRICES SQUEEZE AMERICANS AS SUMMER TRAVEL SEASON ENDS, MIDTERMS LOOM AND IRAN WAR WAGES ON - FOX

GOOGLE PLANS RECORD €13B AI INVESTMENT IN FINLAND - SEEKINGALPHA

GBA INTEGRATION MAY HELP MAINLAND CHINA PHILANTHROPY SECTOR LEARN FROM HONG KONG - SCMP

CHEVRON (CVX) DOUBLES DOWN ON VENEZUELA WITH A $7 BILLION OIL BET - YAHOO

US INTEL WARNS SILICON VALLEY: MAJOR CHINESE AI DEVELOPERS HARVESTING US MODEL DATA - SEEKINGALPHA

ORACLE’S STOCK GETS A BOOST AS THE OPENAI ECOSYSTEM COMES BACK INTO FAVOR - MARKETWATCH

CBOE Crude Oil Volatility $48.59 ↑ 8.1% 38th %ile (neutral) • KXWTI 8.5% — $117 or above

WOMEN'S HANDBALL SEEKS REVENGE VS. HOST JAPAN AT ASIAN GAMES - YONHAP

AN EMERGING AI AGENT ECONOMY: FIRST A SOFTWARE APOCALYPSE, NOW A RENAISSANCE? - SEEKINGALPHA

QUALCOMM: THE MARKET IS UNDERESTIMATING ITS AI DATA CENTER OPPORTUNITY - SEEKINGALPHA

VALUENGINE WEEKLY COMMENTARY: ADVANCING NUCLEAR ENERGY AND EVALUATING ITS CURRENT PLACE WITHIN DYNAMIC ASSET STRATEGIES - SEEKINGALPHA

KAZAKH DELEGATE ON BRI: SINOLOGY SERVES AS BRIDGE BETWEEN CHINA AND THE WORLD丨INSIGHTS - ECNS

CAN IRAQ REALLY REPLACE SAUDI ARABIA AS THE MIDDLE EAST’S TOP OIL PRODUCER? - YAHOO

CBOE Volatility Index $15.72 ↑ 2.7% 34th %ile (neutral)

HOW IS PHILLIPS 66'S STOCK PERFORMANCE COMPARED TO OTHER OIL REFINERS STOCKS? - YAHOO

ICE BofA MOVE Index $76.14 ↑ 4.2% 78th %ile (fear)

CBOE Gold Volatility $27.26 ↑ 2.4% 75th %ile (fear)

$AVO (MISSION PRODUCE) — 8-K: AVO Q3 FY26: Adjusted EPS $0.18, revenue +26% YoY to $450M; 2H26 Adjusted EBITDA guide reaffirmed.

State Street Health Care Select ($XLV) $167.13 ↓ 2.5% 69th %ile

S&P 500 Dispersion Index $34.51 ↑ 5.4% 16th %ile (complacency)

CBOE Nasdaq Volatility $21.71 ↑ 8.3% 17th %ile (complacency) • KXNASDAQ100Y 4.0% — 32,000 to 32,499.99

VIX of VIX $88.69 ↑ 5.1% 31th %ile (neutral)