Market Signals

CIRRUS LOGIC’S (CRUS) RECORD QUARTER MEETS PC HEADWINDS - YAHOO

SHIPPING SECTOR OUTLOOK: ONE WAR, THREE MARKETS - SEEKINGALPHA

SERVICENOW: SELL BEFORE THE AI RECKONING COMES BACK - SEEKINGALPHA

WHY IS TRUMP THREATENING TO STRIKE IRAN’S PICKAXE MOUNTAIN AGAIN, NOW? - ALJAZEERA

DELL: AI SERVER GROWTH BACKS VALUE (RATING UPGRADE) - SEEKINGALPHA

RADNET (RDNT) POSTS RECORD REVENUE BUT PROFIT GROWTH LAGS - YAHOO

TELEFLEX (TFX): GUIDANCE CUT MEETS A BIGGER BUYBACK PUSH - YAHOO

CHINA RARE EARTH FIRMS HALT SOME US SHIPMENTS OVER GEOPOLITICAL WORRIES, SOURCES SAY - YAHOO

RENTOMOJO SET TO GO PUBLIC AT RS 4,246 CRORE VALUATION, SET TO RAISE RS 1,256 CRORE VIA IPO - ECONOMICTIMES

OIL ETFS ARE CRUSHING OIL ITSELF, THANKS TO THE FUTURES CURVE - YAHOO

LULULEMON’S GUIDANCE CUT RAISES FRESH QUESTIONS OVER ITS TURNAROUND - YAHOO

VERTIV: THE BACKBONE OF AI REVOLUTION - SEEKINGALPHA

GADKARI ALLOWS RS 5K DEVICE FOR OLD DIESEL VEHICLES - ECONOMICTIMES

U.S. IPO WEEKLY RECAP: SB ENERGY AND OURA HEADLINE A PICKUP IN FILINGS - SEEKINGALPHA

SAMSUNG ELECTRONICS, LG ELECTRONICS WIN 11 INNOVATION AWARDS AT IFA 2026 - YONHAP

GLAND PHARMA BLOCK DEAL: FOSUN PHARMA DIVESTS 99 LAKH SHARES WORTH RS 2,800 CRORE - ECONOMICTIMES

MODERNA’S CANCER VACCINE RALLY SPARKS RARE SELL RATING AND PROJECTED 44% STOCK DROP - YAHOO

CBOE Crude Oil Volatility $44.96 ↓ 3.1% 11th %ile (complacency) • KXWTI 8.5% — $117 or above

Chicago SRW Wheat Futures,Dec-2 ($WHEAT) $732.75 ↓ 2.9% 91th %ile

RBOB Gasoline Futures $3.20 ↑ 2.1% 62th %ile • KXWTI 8.5% — $117 or above

WITKOFF AND KUSHNER WILL TRAVEL TO ‘END’ RUSSIA’S WAR IN UKRAINE: TRUMP - ALJAZEERA

STOCKS AND BONDS GAIN AS FED RATE HIKE CHANCES EASE - YAHOO

IS SYNOPSYS STOCK UNDERPERFORMING THE NASDAQ? - YAHOO

$MAMA (MAMA'S CREATIONS) — 8-K: Q2 FY27 EPS $0.06, up 100% YoY; revenue +55% to $55M

IS DUKE ENERGY STOCK UNDERPERFORMING THE NASDAQ? - YAHOO

UBER PLANS 10% WORKFORCE REDUCTION AS REVENUE AND PROFIT RISE - YAHOO

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

$LE (LANDS' END) — 8-K: Lands’ End Q2 FY26 adjusted EPS $0.09; revenue +2.7% to $302M; guides Q3 EPS $0.07-$0.20

$VSXY (VICTORIA'S SECRET &) — Q2 FY26

$GCO (GENESCO) — 8-K: Q2 FY27: GCO revenue falls 3% to $530M, but net income swings to $3M profit.

$WLY (JOHN WILEY & SONS) — 8-K: WLY Q1 FY27 adjusted EPS $0.44, down 10% YoY; revenue $386M, -3% YoY

REZOLVE’S (RZLV) REVENUE SURGE IS TURNING HEADS, BUT AT WHAT COST? - YAHOO

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

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

HOW ANDREESSEN HOROWITZ TURNED ITS AI BETS INTO AN $8 BILLION BONANZA - THEINFORMATION

$PDEX (PRO DEX) — 8-K: PDEX Q4 FY26 GAAP EPS $0.87, up from $0.36 YoY; revenue +17% to $20.4M

DIESEL PRICE HITS ALL-TIME HIGH IN US AMID IRAN WAR WOES - ALJAZEERA

ITOCHU BUYS OUT NEW YORK-BASED SMARTPHONE RESELLER, EYEING US MARKET - NIKKEI

$OXM (OXFORD INDUSTRIES) — 8-K: OXM Q2 FY26 adjusted EPS $1.34; revenue $394M, down 2.2% YoY; FY26 EPS guide cut to $1.60-$2.00

$TTC (TORO) — 8-K: TTC Q3 FY26 adjusted EPS $1.33 beats consensus $1.31 by +1.7%; raises FY26 guide

JX ADVANCED METALS, KOKUSAI ELECTRIC AND CAPCOM TO JOIN NIKKEI 225 - NIKKEI

TELXIUS TO BUILD EDGE DATA CENTER IN CANCÚN, MEXICO - TECH

DUTY-FREE IMPORTS, OTHER FACTORS RAISE SUGAR PRICES - ECONOMICTIMES

SAM ALTMAN SAYS AI NEEDS TO DO MORE THAN CURE CANCER TO WIN OVER SKEPTICS - BUSINSIDER

$CPB (CAMPBELL'S) — 8-K: CPB Q4 FY26 adjusted EPS $0.39, +0.7% vs consensus; revenue fell 8% YoY to $2.14B.

$MTRX (MATRIX SERVICE) — 8-K: MTRX Q4 FY26 adjusted EPS $0.16 vs $(0.28) LY; revenue $245M, up 13% YoY

$CURV (TORRID HOLDINGS) — 8-K: Torrid Q2 FY26 EPS $0.05; revenue fell 11.8% to $232M; FY26 guide raised on tariff refund

$ASAN (ASANA) — 8-K: ASAN Q2 FY27: adj EPS $0.10, revenue $216M +10% YoY; FY27 EPS guide $0.37

TRUMP IS DISMANTLING IRAN’S WAR MACHINE, BUT AMERICA STILL NEEDS AN ENDGAME - FOX

BUMPER FCNR(B) INFLOWS MAY DILUTE BANKS' MARGINS BUT BOOST EARNINGS BY UP TO RS 11,000 CRORE: JEFFERIES - ECONOMICTIMES