Market Signals

CBOE Nasdaq Volatility $22.56 ↑ 4.9% 10th %ile (complacency) • KXNASDAQ100Y 4.0% — 32,000 to 32,499.99

ALLSPRING UTILITIES AND HIGH INCOME FUND RAISES DIVIDEND BY 0.1% TO $0.0879/SHARE - SEEKINGALPHA

PENTAGON SAYS ADJUSTMENTS TO S. KOREA-U.S. EXERCISE WILL NOT DEGRADE TRAINING OBJECTIVES - YONHAP

(LEAD) PENTAGON SAYS ADJUSTMENTS TO S. KOREA-U.S. EXERCISE WILL NOT DEGRADE TRAINING OBJECTIVES - YONHAP

(LEAD) S. KOREA, U.S. CUT SHORT JOINT MILITARY EXERCISE FOLLOWING TRUMP ORDER - YONHAP

(LEAD) SEOUL SHARES OPEN SHARPLY LOWER ON U.S. TECH SELL-OFF - YONHAP

CHINA ADDED 200,000 BPD TO CRUDE RESERVES IN JULY DESPITE HORMUZ CRISIS - ZEROHEDGE

RUBIO ANNOUNCES SANCTIONS AGAINST INTERNATIONAL CRIMINAL COURT PRESIDENT & TOP LAWYER - ZEROHEDGE

SEOUL SHARES OPEN NEARLY 5 PCT LOWER ON U.S. TECH SELL-OFF - YONHAP

TRUMP-BACKED BYRON DONALDS AND DEMOCRAT DAVID JOLLY WIN PRIMARIES FOR FLORIDA GOVERNOR’S RACE – LIVE - GUARDIAN

HOW TO PREPARE FOR TRADEMARK FILING USING GOOGLE GEMINI - THEINFORMATION

N. KOREA WARNS OF 'SELF-DEFENSE' MEASURES DESPITE TRUMP'S ORDER TO REDUCE DRILLS WITH S. KOREA - YONHAP

$TTWO (TAKE TWO INTERACTIVE SOFTWARE) — 8-K: TTWO Q1 FY27 GAAP EPS -$0.18 beats consensus -$0.21 by +13.9%.

$WEN (WENDY'S) — 8-K: Wendy’s Q2 FY26 EPS $0.18 beats consensus by +10.2%

$UAA (UNDER ARMOUR) — 8-K: UAA Q1 FY27 adj. EPS $0.05 beats consensus $0.02 by +199.4%.

$PPL (PPL) — 8-K: PPL Q2 FY26 adjusted EPS $0.33 misses consensus by -4.0%

PRESERVATION GROUP URGES SUPREME COURT TO SUSPEND TRUMP WHITE HOUSE BALLROOM PROJECT - GUARDIAN

JUDGE BLOCKS THE TRUMP ADMINISTRATION FROM MOVING FBI HEADQUARTERS OUT OF MARYLAND TO DC OFFICE BUILDING - PBS

TREASURY YIELDS RISE, HOME DEPOT EARNINGS, PARAMOUNT'S BOND REQUEST AND MORE IN MORNING SQUAWK - TECH

AI UTILIZATION MAY BE THE NEXT DRIVER OF GROWTH - SEEKINGALPHA

I WANT TO RETIRE AT 52. CAN A ROTH CONVERSION LADDER LET ME ACCESS RETIREMENT SAVINGS PENALTY-FREE? - YAHOO

AI CAN DEMYSTIFY SUPPLY CHAIN REGULATIONS FOR GLOBAL BUSINESSES — IF GEOPOLITICS DON'T GET IN THE WAY - BUSINSIDER

THE PUSH FOR AI WATERMARKS IS SPAWNING A NEW WAVE OF TOOLS TO REMOVE THEM - BUSINSIDER

$NDSN (NORDSON) — 8-K: NDSN Q3 FY26 EPS $3.25 beats consensus $2.85 by +14.2%.

LG ENERGY SOLUTION OPENS US BATTERY HUB SERVING TOYOTA AND TESLA - NIKKEI

TAKAICHI'S BOJ APPOINTMENTS IN 2027 LOOM OVER PACE OF RATE HIKES - NIKKEI

IRAN CLUBS FACE QATAR AND UAE SIDES AT NEUTRAL VENUES IN CHAMPIONS LEAGUE - ALJAZEERA

DAYONE PARTNERS WITH CORTICAL LABS, NUS MEDICINE, FOR DEPLOYMENT OF SINGAPORE’S FIRST BIOLOGICAL DATA CENTER PROTOTYPE - TECH

HELIOS LOOKS TO BUILD DATA CENTER ON 860 HECTARES IN FINNISH LAPLAND - TECH

THE 'CRACK' IN THE ENERGY MARKET IS WIDER THAN EVER. BITCOIN MIGHT FEEL IT. - COINDESK

BITCOIN SCORES A RARE WIN OVER S&P 500 WITH 2.6% RISE VERSUS 0.5% FALL - COINDESK

BITCOIN PAUSES AT $64,000 AS RISING YIELDS, OIL DRAG EQUITIES LOWER - COINDESK

$JHX (JAMES HARDIE INDUSTRIES) — 8-K: JHX Q1 FY27 EPS $0.36 beats consensus $0.33 by +10.7%.

S&P 500 Dispersion Index $34.46 ↑ 3.0% 3th %ile (extreme_greed)

WHY AGENTIC AI COULD TRANSFORM PROCUREMENT - HBR

CBOE Gold Volatility $25.12 ↑ 5.0% 40th %ile (neutral)

CHEROKEE NATION IN THE US BANS DATA CENTER DEVELOPMENT - TECH

KRAKEN PARENT PAYWARD JOINS ANTHROPIC’S PROJECT GLASSWING FOR AI SECURITY PUSH - COINDESK

HINDUSTAN COPPER PLANS RS 7,000 CRORE CAPEX - ECONOMICTIMES

BRAZIL’S PRESIDENT SAYS AMAZON OIL IS ‘PASSPORT TO THE FUTURE’ - ALJAZEERA

AFTER THREE WEEKS, GOOGLE UPDATES ITS FLASH MODEL AGAIN, WITH A 50% DISCOUNT WITHIN THE YEAR. - ZHIDX

PONY AI NON-GAAP EPS OF -$0.10, REVENUE OF $36.22M - SEEKINGALPHA

ALIPAY'S NEW AI PLATFORM DRIVES 5% SURGE IN ALIBABA SHARES - SEEKINGALPHA

MUKUL AGRAWAL-BACKED PTC INDUSTRIES SHARES SLIP 4% DESPITE 466% SURGE IN Q1 PROFIT AND 180% EBITDA GROWTH - ECONOMICTIMES

QUANT GIANT JANE STREET DISCLOSES $1B+ BITCOIN ETF STAKE LED BY BLACKROCK’S IBIT - SEEKINGALPHA

INDO-MIM SHARES HIT 10% UPPER CIRCUIT AS Q1 NET PROFIT RISES 32% YOY - ECONOMICTIMES

TWO CRORE SHARES WORTH RS 2,949 CRORE OF PAYTM SOLD - ECONOMICTIMES

SIGMA ADVANCED SYSTEMS SHARES RALLY 5% ON RS 155 CRORE ANTI-DRONE ORDERS; STOCK UP 105% IN 3 MONTHS - ECONOMICTIMES

KARMAN LINE ACQUISITION PRICES $200M SPAC IPO - SEEKINGALPHA

GOOGLE WINS $10M BID FOR SPIRIT AIRLINES’ BUSINESS DATA TO IMPROVE AI MODELS - REPORT - SEEKINGALPHA