Market Signals

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)

TEXAS VENTURES ACQUISITION III CORP (TVA) PLUS AUTOMATION INC., - M&A CALL - SLIDESHOW - SEEKINGALPHA

$BRZE (BRAZE) — 8-K: BRZE Q2 FY27: adj. EPS $0.19, revenue $227M, up 26% YoY; FY27 EPS guide $0.64-$0.65

$BNED (BARNES & NOBLE EDUCATION) — 8-K: BNED Q1 FY27 revenue $291M, net loss narrows to -$13M

$INNV (INNOVAGE HOLDING) — 8-K: INNV Q4 FY26 GAAP EPS $0.06; revenue $261,951M, FY27 revenue guide $1.1B-$1.1B

$TTAN (SERVICETITAN) — Q2 FY27

80% CONSUMERS WANT FRONT-OF-PACK WARNINGS ON HIGH SUGAR, SALT FOOD: SURVEY - NDTV

$CASY -3.0% (2.4x avg vol) — CASEYS GENERAL STORES REPORTS EARNINGS AND SAY-ON-PAY VOTE RESULTS

$EVI (EVI INDUSTRIES) — 8-K: EVI Q4 FY26 GAAP EPS $0.17, up from $0.14 YoY; revenue +11% to record $121.9M.

NIKKEI 225 TO TEMPORARILY INCLUDE RESONAC SPINOFF CRASUS CHEMICAL - NIKKEI

$PDEX (PRO DEX) — 8-K: PDEX Q4 FY26 GAAP EPS $0.87, up 142% YoY; revenue +17% to $20.4M

$SWBI (SMITH & WESSON BRANDS) — 8-K: SWBI Q1 FY27 EPS $0.06 vs -$0.08 YoY; revenue +32.3% to $113M; FY27 guide 5%-7%

$NX (QUANEX BUILDING PRODUCTS) — 8-K: Q3 FY26 adjusted EPS $0.79, up from $0.69 YoY; revenue $502M, +1.3% YoY.

$AMBA (AMBARELLA) — 8-K: AMBA Q2 FY27 adj. EPS $0.18; revenue $108M, up 13.2% YoY

$MAMA (MAMA'S CREATIONS) — 8-K: Q2 FY27 EPS of $0.06 doubles YoY; revenue up 55% to $54.6M

QATAR'S MEEZA SIGNS 8MW LEASE WITH GLOBAL HYPERSCALER - TECH

EVI OUTLINES EXPANSION INTO CONSUMER GARMENT CARE SERVICES DIVISION AS FISCAL 2026 REVENUE REACHES $447M - SEEKINGALPHA

DIGITAL REALTY LAUNCHES 6.4MW DATA CENTER IN NAIROBI, KENYA - TECH

CHINA’S HIGHEST COURT SETS OUT NEW AI RED LINES WITH RULES ON DEEPFAKES AND PRIVACY - SCMP

VERIZON, CORNING SIGN MULTI-BILLION DOLLAR FIBER DEAL FOR AI, BROADBAND - SEEKINGALPHA

CBOE Gold Volatility $26.63 ↓ 2.0% 58th %ile (neutral)

PM MODI UNVEILS RAIL, ROAD PROJECTS WORTH RS 35,000 CRORE IN VADODARA - NDTV

ICE BofA MOVE Index $73.10 ↓ 2.1% 53th %ile (neutral)

GROUP 1 AUTOMOTIVE FILES $1.25B SENIOR NOTES OFFERING TO FUND HENNESSY ACQUISITION - SEEKINGALPHA

INSIDE JAPAN’S MILITARY BUILD-UP - SCMP

HOW TO GET RS 3L/MONTH FROM RS 2 CRORE EPF FUND - ECONOMICTIMES

THE WORKER STRIKE AT WYNN'S ENCORE BOSTON PROPERTY ROLLED THROUGH THE HOLIDAY WEEKEND - SEEKINGALPHA

NEW LABOUR CODE: UP TO 20% BONUS FOR THESE STAFF - ECONOMICTIMES

FCNR(B) WINDFALL FOR BANKS EXPLAINED: WHO GOT HIGHEST INFLOWS AND WHAT IT MEANS FOR INVESTORS - ECONOMICTIMES

CIRCLE: AT THE FOREFRONT OF THE STABLECOIN REVOLUTION - SEEKINGALPHA

GOLDMAN SEES OIL UPSIDE CAPPED AS GULF EXPORTS RUN ABOVE VISIBLE FLOWS - SEEKINGALPHA

OIL MAJORS SEEK BIGGER BARGAINING POWER IN LABOR DISPUTES - YAHOO

WHY THE LAUNCH OF OPENAI’S LATEST ASTRA MODEL REIGNITED THE MEMORY-CHIP TRADE - MARKETWATCH

BROADCOM: RECENT EARNINGS CONFIRM WHY IT'S THE AI STOCK I TRUST THE LEAST - SEEKINGALPHA

BITGO (BTGO) BUYS INTO NYDIG’S TRADING DESK JUST AS CRYPTO VOLUME COMES BACK - YAHOO