Market Signals

NVIDIA CHINA OPENING COULD UNLOCK SURPRISE EARNINGS UPSIDE

📊 Real Yield Trend: 2.36% (13-week change: +0bp, rising)

📊 10-Year TIPS Real Yield: 2.36 % (+0.04pp)

TAIWAN SEMICONDUCTOR MANUFACTURING COMPANY LTD . $TSM SHARES BOUGHT BY CALAMOS WEALTH MANAGEMENT LLC

TAIWAN SEMICONDUCTOR: PREPARE FOR A BIG SURPRISE - SEEKINGALPHA

NVIDIA: THE VALUATION GAP MAY COLLAPSE WITH THIS Q2 CATALYST, LIFTING THE STOCK - SEEKINGALPHA

CONSUMER PRICES FALL FOR FIRST TIME SINCE EARLY DAYS OF COVID PANDEMIC, BUT WAR AGAINST HIGH INFLATION ISN’T WON - MARKETWATCH

📊 10-Year TIPS Real Yield: 2.31 % (+0.00pp)

COMMERCIAL PAPER (CP) DATA NOW AVAILABLE - FED

BALTIC STATES TELL UN RUSSIA MUST ACCEPT IMMEDIATE CEASEFIRE

THE TENUOUS STATE OF A US-IRAN CEASEFIRE RENEWS ANXIETY OVER HIGH FUEL PRICES - ABC

TRUMP SAYS THE IRAN CEASEFIRE IS FINISHED. BOTH SIDES HAVE BEEN TRADING FIRE THROUGHOUT. - BUSINSIDER

IRAN’S ECONOMY FACES LONG ROAD TO RECOVERY AS FRAGILE TRUCE TESTED - ALJAZEERA

COMMERCIAL PAPER RELEASE WILL BE DELAYED ON TUESDAY, JULY 7 - FED

NVIDIA: JENSEN'S ANTI-ASICS ALLIANCE (RATING DOWNGRADE) - SEEKINGALPHA

NVIDIA RISES AS IT REFUTES REPORT OF NEXT-GEN DELAY - SEEKINGALPHA

CHINA CALLS FOR TRULY LASTING CEASEFIRE IN GAZA AT UN SECURITY COUNCIL OPEN DEBATE

PROTECT THE US - IRAN PEACE DEAL

US STOCK MARKET : BESSENT APPLAUDS FED COMMUNICATION RESET , QUESTIONS DOT PLOT RELEVANCE

US-CHINA RARE EARTH CLASH 2.0? FRAGILE TRUCE TESTED AS TIT-FOR-TAT MOVES RETURN — via SCMP

STOCKS FALL, OIL PRICES JUMP AS IRAN HALTS CEASEFIRE NEGOTIATIONS — REPORT

KEY QUESTIONS UNRESOLVED IN U.S .- IRAN PEACE DEAL | THE ASAHI SHIMBUN : BREAKING NEWS , JAPAN NEWS AND ANALYSIS

ANATOLE INVESTMENT MANAGEMENT LTD TRIMS POSITION IN NVIDIA CORPORATION $NVDA

NVIDIA WON'T BE THIS CHEAP FOREVER — via SEEKINGALPHA

FRAGILE QUIET IN LEBANON AS US-IRAN TRUCE LEAVES UNANSWERED QUESTIONS — via BBC

CHINA MAY RETAIL SALES FALL FOR FIRST TIME IN OVER THREE YEARS

$NVII

$NHY

$NVDA +0.2% — NVIDIA HIRES FORMER OBAMA OFFICIAL TO HEAD ITS GOVERNMENT AFFAIRS OFFICE

BANK OF AMER

SYSTEMIC RISK WARNING: MEGA-IPO FAILURES COULD HURT EVERYONE — VIA SEEKINGALPHA

$NVDA +3.0% — I DO NOT FEAR THE AI BUBBLE YET

$NVDA

NVIDIA AND MICRON ARE PART OF ZACKS EARNINGS PREVIEW - YAHOO! FINANCE CANADA - GNEWS

WHAT CAUSED NVIDIA'S NASTY REVERSAL FRIDAY? LOOK TO THE FED FOR CLUES - CNBC

HERE ARE MONDAY'S BIGGEST ANALYST CALLS: NVIDIA, JERSEY MIKE'S, DELL, CHIPOTLE, MARVELL, COREWEAVE & MORE - CNBC

TREASURY YIELDS REBOUND, WIPING OUT THE DECLINE FOLLOWING BESSENT'S INTERVENTION - CNBC

RUSSIA DISMISSES IDEA OF BLACK SEA CEASEFIRE - REUTERS - GNEWS

EXCLUSIVE: UKRAINE OFFERS RUSSIA TRUCE IN BLACK SEA AS FOOD SUPPLY FEARS MOUNT, SOURCE SAYS - REUTERS - GNEWS

AUG 5 : SENSEX GAINS AFTER RBI KEEPS REPO RATE AT 5.25 %; NIFTY ENDS ABOVE 24 , 600 – THE INDIAN AWAAZ

S&P 500, DOW, NASDAQ FUTURES SLIP AFTER RALLY AS TRUMP-XI TALKS TAKE CENTER STAGE: NVDA, MU, ONDS, RDW STOCKS IN FOCUS - STOCKTWITS - GNEWS

THIS SEMI STOCK JUST STRUCK A DEAL WITH NVIDIA. UBS SEES BIG GAINS AHEAD - CNBC

US HOUSE REBUKES TRUMP ON IRAN, VOTES AGAIN TO END WAR - BLOOMBERG.COM - GNEWS

HOLD OR SELL NVIDIA IS A POPULAR QUESTION, BUT THERE'S A BETTER ONE INVESTORS SHOULD ASK - CNBC

TRUMP SAYS IRAN WILL PAY FOR DEATHS AS MEDIATORS PUSH TRUCE - BLOOMBERG.COM - GNEWS

MEDIATORS PROPOSE 10-DAY CEASEFIRE TO REVIVE IRAN-U.S. INTERIM DEAL, SENIOR IRANIAN OFFICIAL TELLS REUTERS - REUTERS - GNEWS

CHINA IS EXPORTING 20% FEWER MAGNETS TO US DESPITE TRADE TRUCE - BLOOMBERG.COM - GNEWS

US-IRAN TRUCE COLLAPSES AS ATTACKS WORSEN AND BLOCKADE RETURNS - BLOOMBERG.COM - GNEWS

US LAUNCHES MORE STRIKES ON IRAN AS CEASEFIRE TEETERS - FINANCIAL TIMES - GNEWS

THE BAR IS HIGH FOR S&P 500 EARNINGS, BUT THESE AS-YET-UNREWARDED SECTORS ARE WHERE REAL SURPRISES COULD BE HIDING - MARKETWATCH