Market Signals

JAPAN'S ITOCHU CHAIRMAN 'WELCOMES' MORE CAPITAL FROM BERKSHIRE - NIKKEI

$PVH (PVH CORP. /DE/) — 8-K: PVH Q2 FY26 adj. EPS $3.70 beats by 20.1% vs $3.08 consensus; revenue -3.2% YoY

State Street Energy Select Sect ($XLE) $65.10 ↑ 0.5% 100th %ile

CBOE Gold Volatility $26.14 ↑ 2.8% 55th %ile (neutral)

AI IS PRESSURING WAGES, NOT WIPING OUT EMPLOYMENT, APOLLO SAYS - SEEKINGALPHA

LB PHARMACEUTICALS APPOINTS JOSEPH MILLER AS CFO - SEEKINGALPHA

$SNOW (SNOWFLAKE) — 8-K: SNOW Q2 FY27 EPS $0.62 vs $0.45 consensus, +38.7% beat; revenue $1.55B, +35% YoY

PWC AND PALANTIR EXPAND ALLIANCE TO SCALE ENTERPRISE AI - SEEKINGALPHA

THESE 10 COMMUNICATION SERVICES STOCKS POSTED THE BIGGEST CAPEX INCREASES - SEEKINGALPHA

ADA INFRASTRUCTURE BREAKS GROUND ON LATEST TOKYO DATA CENTER - TECH

CRYPTO MADE NEW FRIENDS IN U.S. PRIMARIES, BUT FOCUS NOW SHIFTS TO GENERAL ELECTION - COINDESK

USA RARE EARTH IS TOO CRUCIAL TO DEFENSE TO OVERLOOK - SEEKINGALPHA

IMPALA PLATINUM HOLDINGS LIMITED 2026 Q4 - RESULTS - EARNINGS CALL PRESENTATION - SEEKINGALPHA

YORKTON EQUITY AMENDS YORKTON MANAGEMENT ACQUISITION TERMS, LOWERS SHARE ISSUE PRICE TO $0.10 - SEEKINGALPHA

SOLVAY TO DOUBLE CHIP CHEMICAL OUTPUT IN TAIWAN AMID AI BOOM: CEO - NIKKEI

BURRY CALLS PALANTIR AN AI FOMO CONSULTANT, WARNS VALUATION COULD FALL BELOW $100B - SEEKINGALPHA

CBOE Crude Oil Volatility $47.77 ↓ 2.8% 33th %ile (neutral) • KXWTI 8.5% — $117 or above

REBORN COFFEE RECEIVES NASDAQ NON-COMPLIANCE NOTICE OVER DELAYED Q2 FORM 10-Q - SEEKINGALPHA

F5: GOVERNING AI WILL BE LUCRATIVE IF EXECUTED CORRECTLY - SEEKINGALPHA

(LEAD) NEARLY 40 MLN TVING ACCOUNTS COMPROMISED IN MASSIVE DATA BREACH: PROBE - YONHAP

S. KOREAN, U.S. HEALTHCARE EXPERTS CALL FOR REGULATORY REFORMS TO IMPROVE PATIENT CARE - YONHAP

CBOE Skew Index $144.12 ↓ 3.4% 55th %ile (neutral)

TRUMP TALKS NETFLIX TAX INCENTIVES, MEETS TRAVEL CEOS ON FOREIGN TOURISM PUSH - SEEKINGALPHA

BROADCOM FORECASTS $58B FISCAL 2026 AI REVENUE AND OUTLINES $115B IN 2027, $230B IN 2028 - SEEKINGALPHA

OPENAI HITS BACK AT APPLE IN TRADE SECRETS LAWSUIT - ZEROHEDGE

‘I DON’T WANT CANADIAN ANYTHING’: TRUMP RAMPS UP TRADE WAR WITH AMERICA’S NEIGHBOR — HERE’S WHAT IT MAY COST US FAMILIES - YAHOO

DOLLAR SUPPORTED BY RISING T-NOTE YIELDS AND FALLING STOCKS - YAHOO

DEFENSE MINISTER NOMINEE VOWS TO SEEK OPCON TRANSFER IN WAY THAT STRENGTHENS S. KOREA-U.S. ALLIANCE - YONHAP

SINGAPORE MOVES TO BAN STABLECOIN YIELD - YAHOO

MARZETTI’S (MZTI) RECORD STREAK HITS A WALL WITH OUTBREAK AND GUIDANCE CUT - YAHOO

IRAN WAR LIVE: TRUMP SAYS RENEWED US-IRAN CLASHES WILL NOT LAST ‘TOO LONG’ - ALJAZEERA

HSI VOLATILITY INDEX ($HSI_VOL) $17.64 ↑ 2.2% 6th %ile

OPENAI FACES NEW LAWSUITS OVER TUMBLER RIDGE MASS SHOOTING TRAGEDY - ALJAZEERA

$MMED (MINIMED GROUP) — 8-K: Q1 FY27 EPS $0.00; revenue $843M +16.6% Y/Y; FY27 organic growth guide raised to 10.5%

$YEXT (YEXT) — 8-K: Yext Q2 FY27 adjusted EPS $0.21; revenue $111M, down ~2% YoY

$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) — 8-K: AGX Q2 FY27: record revenue $384M, GAAP EPS $3.76, up from $2.50 YoY

$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 vs $(0.28) prior year; revenue $245M, up 13% YoY

CBOE Nasdaq Volatility $21.07 ↓ 4.1% 8th %ile (extreme_greed) • KXNASDAQ100Y 4.0% — 32,000 to 32,499.99

VIX of VIX $86.25 ↓ 5.5% 6th %ile (extreme_greed)

CBOE Volatility Index $15.20 ↓ 7.0% 18th %ile (complacency)

$NTAP (NETAPP) — 8-K: NTAP Q1 FY27 adj. EPS $2.58 beats consensus $2.12 by +21.5%; revenue +29.9% YoY

ICE BofA MOVE Index $79.71 ↑ 2.4% 95th %ile (extreme_fear)

DELL TECHNOLOGIES: THE SOVEREIGN AI WAVE IS JUST BEGINNING - SEEKINGALPHA

UTF: THE 7.3% YIELD COMES WITH A NEW AI POWER RISK - SEEKINGALPHA

COINBASE ADDS FORMER XAI CFO ANTHONY ARMSTRONG TO BOARD - THEINFORMATION