Market Signals

$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

ELON MUSK NOTED NATURAL GAS WILL STILL FUEL DATA CENTERS, GENE MUNSTER SAYS 'MAKES SENSE' TO PUT 'NEW MONEY TO WORK IN POWER' - YAHOO

ICE BofA MOVE Index $74.68 ↓ 6.3% 66th %ile (fear)

UKRAINIAN SEA DRONE DESTROYS RUSSIAN SHIP VITAL TO CPC OIL REPAIRS - ZEROHEDGE

$PL (PLANET LABS PBC) — 8-K: PL Q2 FY27: adj. EPS $0.02 vs -$0.02 consensus, +193.9% beat; revenue $116M, +58.2% YoY

5% BLUE-CHIP YIELDS WITH LIKELY 10%+ GROWTH GETTING CHEAP ON THE DROP - SEEKINGALPHA

RUSSIA'S OIL REVENUE SINKS AS URALS FALLS TO $59 - ZEROHEDGE

Ethereum USD ($ETHER) $2455.06 ↓ 2.1% 91th %ile

81 KILLED AS YEMEN'S HOUTHIS PUSH TOWARDS KEY RED SEA STRAIT - NDTV

AI INFRASTRUCTURE CAPEX RACE: THESE TECH STOCKS ARE STEPPING UP SPENDING - SEEKINGALPHA

TESLA INVESTORS AWAIT UPDATES ON CYBERCAB ROBOTAXI TOUTED AS THE ‘FUTURE OF TRANSPORT’ - MARKETWATCH

"CS STUDENTS WITHOUT TOKEN SHOULD DROP OUT IMMEDIATELY" - QBITAI

OKLO INC.: THE AI POWER TRADE IS GETTING MORE TANGIBLE - SEEKINGALPHA

CLEANSPARK: THE AI STORY IS REAL, THE PAYDAY AWAITS - SEEKINGALPHA

SIVERS SEMICONDUCTORS: A POST-CRASH ENTRY INTO AN H2 2027 PHOTONICS RAMP - SEEKINGALPHA

XTEND AI ROBOTICS COMPLETES JFB MERGER; TO BEGIN TRADING ON NYSE UNDER TICKER 'XTND' - SEEKINGALPHA

SUMMARY OF DOMESTIC NEWS IN NORTH KOREA THIS WEEK - YONHAP

SUMMARY OF EXTERNAL NEWS OF NORTH KOREA THIS WEEK - YONHAP

KEY DEVELOPMENTS ON NORTH KOREA THIS WEEK - YONHAP

SEOUL STOCKS RISE FOR 2ND SESSION ON EXPORT STRENGTH, EASING FED RATE CONCERNS - YONHAP

CHINESE REFINERS PAY RECORD PREMIUMS FOR RUSSIAN ESPO CRUDE - ZEROHEDGE

CHART OF THE DAY: DON'T JUST WATCH OIL - WATCH THESE - SEEKINGALPHA

THE SEC JUST PROPOSED LETTING A CRYPTO PROJECT RAISE $5 MILLION WITH NO FINANCIAL STATEMENTS AT ALL — A COFFEE SHOP RAISING THE SAME $5 MILLION HAS TO

U.S. GLOBAL INVESTORS GAAP EPS OF $0.24, REVENUE OF $10.25M - SEEKINGALPHA

DEMOCRATS CRY FOUL AS DHS LAUNCHES VOTER FRAUD PROBE IN 9 STATES - ZEROHEDGE

VIX of VIX $83.80 ↓ 2.8% 2th %ile (extreme_greed)

ALPHABET: AI PIVOT CREATES A NEW FRONTIER FOR GROWTH - SEEKINGALPHA

LAM RESEARCH CORPORATION (LRCX) IS EXPLORING GROWTH OPPORTUNITIES IN THE SEMICONDUCTOR EQUIPMENT MARKET - YAHOO

IRAN WAR LIVE: US RULES OUT IRAN TALKS UNTIL SHIP ATTACKS STOP - ALJAZEERA

EGAIN OUTLINES FY2030 AI CUSTOMER ARR TARGET OF $100M-$120M AS GARTNER NAMES IT A LEADER - SEEKINGALPHA

$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

$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

$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

$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 $0.06, up 100% YoY; revenue +55% to $55M

$PHR (PHREESIA) — 8-K: Phreesia Q2 FY27 GAAP EPS $0.03; revenue up 10% YoY to $129M; FY27 revenue guide $0.5B

$CHPT (CHARGEPOINT HOLDINGS) — 8-K: Q2 FY27 revenue up 18% Y/Y to $116M; net loss narrows to $-36M.

$WOOF (PETCO HEALTH & WELLNESS COMP..) — 8-K: Q2 FY26: WOOF revenue $1489M, net income $39M; second straight positive comp quarter.

$AGX (ARGAN) — Q2 FY27

$AI (C3.AI) — 8-K: Q1 FY27 revenue $52M, net loss $93M as C3 AI’s turnaround stays on track

$MEI (METHODE ELECTRONICS) — 8-K: Q1 FY27 revenue up 10.4% to $265M; net loss widens to $11M.

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

State Street Industrial Select ($XLI) $174.56 ↑ 1.0% 9th %ile

CBOE Gold Volatility $27.18 ↑ 4.0% 72th %ile (fear)