Market Signals

MONDELEZ: QUALITY AT A REASONABLE PRICE, REGARDLESS OF COCOA NOISE - SEEKINGALPHA

BIONTECH MOVED HIGHER AS THE BROADER BIOTECH SECTOR HIT A POST-PANDEMIC PEAK, BUT BNTX STOCK NEEDS STRONGER FUNDAMENTALS TO KEEP CLIMBING - YAHOO

HSI VOLATILITY INDEX ($HSI_VOL) $18.80 ↑ 2.5% 14th %ile

CBOE Gold Volatility $27.69 ↓ 2.1% 83th %ile (fear)

VIX of VIX $85.67 ↓ 3.4% 0th %ile

CBOE Volatility Index $15.45 ↓ 2.5% 19th %ile (complacency)

Solana USD ($SOLANA) $96.67 ↓ 2.3% 99th %ile

WATCH: ROLLINS DEFENDS TRUMP'S TRADE WAR WITH CANADA WHILE ACKNOWLEDGING 'CONCERN' FROM FARMERS - PBS

SEMICONDUCTOR STOCKS DRAG S&P 500, NASDAQ LOWER: ALPHACHECK - YAHOO

SOUTHERN CROSS ACQUISITION II PRICES $75 MILLION IPO - SEEKINGALPHA

ASML AND KLA: BOTH WINNING THE AI BUILDOUT - ONLY THE FORMER IS STILL WORTH BUYING - SEEKINGALPHA

EVERPURE Q2 2027 EARNINGS PREVIEW - SEEKINGALPHA

SOLAR UTILITY EPC FIRM COVOLT POWER POWERS UP U.S. IPO EFFORT - SEEKINGALPHA

VEEVA SYSTEMS Q2 2027 EARNINGS PREVIEW - SEEKINGALPHA

NUTANIX Q4 2026 EARNINGS PREVIEW - SEEKINGALPHA

$SMTC (SEMTECH) — 8-K: SMTC Q2 FY27 adj. EPS $0.71 beats consensus $0.45 by +56.6%.

NETANYAHU CLAIMS 'IRAN TRIED TO ASSASSINATE ONE OF MY SONS' - ZEROHEDGE

IRAN AND OMAN ARE NEGOTIATING A JOINT SHIPPING CORRIDOR THROUGH THE STRAIT OF HORMUZ - QZ

LI AUTO Q2 2026 EARNINGS PREVIEW - SEEKINGALPHA

HOW HONDA PIT AI AGENTS AGAINST EACH OTHER TO CUT DEVELOPMENT TIMES - NIKKEI

8-K: Q2 FY26 revenue hits $519M with net income of $25M.

KREMLIN DENIES PLANNED TALKS WITH US ENVOYS AMID REPORTS CIA HEAD IN RUSSIA - ALJAZEERA

VEGAS HOTELS ARE PANICKING ABOUT LOSING CANADIAN TOURISM AMID TRUMP'S TRADE WARS: 'WE WANT TO WELCOME THEM BACK' - BUSINSIDER

U.S. ECONOMIC OFFENSE, LEGO'S RECORD REVENUE, NVIDIA'S LOSING STREAK AND MORE IN MORNING SQUAWK - TECH

AI4S REACHES A NEW MILESTONE AFTER EIGHT YEARS OF ACCUMULATION, WITH BEIJING MAKING ANOTHER MOVE TO TAKE THE LEAD IN THE SECOND HALF OF THE SCIENTIFIC

CIA DIRECTOR RATCLIFFE COVERTLY FLEW TO MOSCOW FOR HIGH-LEVEL MEETINGS: REPORT - ZEROHEDGE

SAM ALTMAN SAYS THE ECONOMY IS ADAPTING TO AI SLOWER THAN HE EXPECTED - BUSINSIDER

OIL FALLS FURTHER AS US PREPARES RETURN OF DIPLOMATS TO MIDEAST EMBASSIES - ZEROHEDGE

US SECRET SERVICE 'AWARE' OF VIDEO THREAT AGAINST BARRON TRUMP, SPOKESPERSON SAYS - ABC

U.S. WIDENS IRAN CRACKDOWN TO ENCOMPASS CRYPTO, GOLD, SHIPPING AND TECHNOLOGY - COINDESK

JD.COM, CHINESE STATE FIRMS SWOOP INTO HONG KONG'S BORDER MEGAPROJECT - NIKKEI

VIX of VIX $88.64 ↑ 2.7% 25th %ile (neutral)

CBOE Gold Volatility $28.28 ↑ 3.6% 89th %ile (extreme_fear)

WHY WAS CHINA’S RESPONSE TO NORTH KOREA’S LATEST MISSILE LAUNCHES SO MUTED? - SCMP

MOLEX INVESTS IN LIQUID COOLING VENDOR CAEPLUS - TECH

PRE-CONSTRUCTION WORKS START ON MICROSOFT DATA CENTER IN VAASA, FINLAND - TECH

CBOE Crude Oil Volatility $46.74 ↓ 5.8% 14th %ile (complacency) • KXWTI 8.5% — $117 or above

GLP-1 BOOM COULD RESHAPE RESTAURANT BARS AS DINERS CUT BACK ON ALCOHOL - FOX

AFTER ARVIND KEJRIWAL, CJP ‘COCKROACH’ SAURAV DAS PEDDLES LIES AGAINST PUNJAB & HARYANA HC ACTING CHIEF JUSTICE ASHWANI KUMAR MISHRA OVER DA RULING: D

OKLO: THE NUCLEAR RENAISSANCE COULD LEAVE A TRAIL OF BUSTED SMR COMPANIES - SEEKINGALPHA

IIFL FINANCE SHARES DROP 8% AS IIFL HOME FINANCE GETS RS 963 CRORE TAX DEMAND - ECONOMICTIMES

UNITREE’S 45% POST-IPO PLUNGE RAISES CONCERNS OVER CHINA’S ROBOTICS BUBBLE - SEEKINGALPHA

AI COULD PUT THE POUND ON THE SPOT - SEEKINGALPHA

TUYA OUTLINES 75%-80% AI APPLICATION GROSS MARGIN TARGET WHILE ADVANCING COBUILDER AND AI COMPANION SHIPMENTS - SEEKINGALPHA

US SCRUTINY DETERS SOME CHINESE TARIFF REFUND CLAIMS AS OTHERS CASH IN - NIKKEI

NETWEB TECHNOLOGIES SHARES FALL 4% AFTER RAISING RS 1,200 CRORE THROUGH QIP - ECONOMICTIMES

FROM IPO MOCKERY TO RS 1 LAKH CRORE M-CAP: WHY INVESTORS ARE STILL BETTING ON LENSKART’S VISION - ECONOMICTIMES

XLEI COMPLEMENTS INCOME PORTFOLIOS BULLISH ON AI - SEEKINGALPHA

GLOBAL MARKET: SK HYNIX WORKERS REJECT PAY DEAL AMID BONUS DISPUTE - ECONOMICTIMES

CEIGALL INDIA SHARES RISE 4% AFTER WINNING RS 705 CRORE ARUNACHAL PRADESH FRONTIER HIGHWAY PROJECT - ECONOMICTIMES