Market Signals

COMMODITIES: OIL HIGHER AS U.S.-IRAN DEAL HOPES FADE - SEEKINGALPHA

AXON: TAKE SOME CHIPS OFF THE TABLE (RATING DOWNGRADE) - SEEKINGALPHA

Q1 EARNINGS SCORECARD: STRONG DEMAND DRIVES REVENUE, INPUT COSTS HIT PROFITS - ECONOMICTIMES

Heating Oil Futures $4.16 ↓ 0.6% 94th %ile • KXWTI 8.5% — $117 or above

"FAITH IN TRUTH, LAW UNWAVERING": GAUTAM ADANI ON US COURT DISMISSING CHARGES - NDTV

PARADIUM.AI TARGETS 1,000 CREATORS AS ARENA GROUP OUTLINES AI-LED SHIFT WITH INFOSENTIENCE AND CUTTER STUDIOS - SEEKINGALPHA

CBOE Volatility Index $15.46 ↑ 3.8% 8th %ile (extreme_greed)

CBOE Gold Volatility $27.90 ↑ 8.8% 89th %ile (extreme_fear)

U.S. CRUDE OIL PUSHES PAST $82/BBL AS HOPES FADE FOR HORMUZ DEAL - SEEKINGALPHA

USA RARE EARTH, INC. (USAR) Q2 2026 EARNINGS CALL TRANSCRIPT - SEEKINGALPHA

GETTY IMAGES OUTLINES BALANCE SHEET PROCESS THROUGH Q3 INTO Q4 AFTER TERMINATING SHUTTERSTOCK MERGER - SEEKINGALPHA

CBOE Skew Index $137.13 ↑ 3.4% 13th %ile (complacency)

ICE BofA MOVE Index $75.46 ↑ 4.8% 81th %ile (fear)

CENTURY ALUMINUM COMPANY 2026 Q2 - RESULTS - EARNINGS CALL PRESENTATION - SEEKINGALPHA

$KEYS — KEYSIGHT TECHNOLOGIES INC

WESTROCK COFFEE COMPANY 2026 Q2 - RESULTS - EARNINGS CALL PRESENTATION - SEEKINGALPHA

NVIDIA, WALL STREET FIRMS STRIKE AI FINANCING DEAL TARGETING $500 BILLION - WSJ

BERNIE SANDERS ASKED THE LEADING AI CEOS TO PAUSE DEVELOPMENT. READ HIS LETTER. - BUSINSIDER

$MPT (MEDICAL PROPERTIES TRUST) — 8-K: MPT Q2 FY26: Adjusted EPS of $0.15 misses consensus by -6.3%.

ANTHROPIC IS TURNING CLAUDE CODE’S AUTO MODE ON BY DEFAULT - TECH

$NIQ (NIQ GLOBAL INTELLIGENCE) — 8-K: NIQ Q2 FY26 adj. EPS $0.27 smashes consensus by +50.0%

AAON NON-GAAP EPS OF $0.69 BEATS BY $0.20, REVENUE OF $627M BEATS BY $124M - SEEKINGALPHA

VAREX IMAGING NON-GAAP EPS OF $0.31 BEATS BY $0.11, REVENUE OF $210.5M MISSES BY $5M - SEEKINGALPHA

MICRON (MU) SECURES STRATEGIC AUTO DEALS AND AI MOMENTUM TO OFFSET CYCLICAL PRESSURES - YAHOO

URBANA GAAP EPS OF C$0.75, REVENUE OF C$38.53M - SEEKINGALPHA

STINGRAY GROUP INC. NON-GAAP EPS OF $0.40, REVENUE OF $158M - SEEKINGALPHA

SIFCO GAAP EPS OF -$0.01, REVENUE OF $26.1M - SEEKINGALPHA

SILICON MOTION TECHNOLOGY GAAP EPADS OF $5.97, REVENUE OF $793.11M - SEEKINGALPHA

$AAON (AAON) — 8-K: AAON Q2 FY26: Adj. EPS $0.69 smashes consensus by +39.7%.

JBG SMITH PROPERTIES Q2 GAAP EPS OF -$1.03, REVENUE OF $129.37M - SEEKINGALPHA

IF THEY WERE HUMAN, THEY'D BE ARRESTED. EXPERTS RESPOND TO ROGUE AI BREACHES - ZEROHEDGE

POWERFLEET ANTICIPATES ANNUALIZED Q4 FY2027 REVENUE OF ~$495M WITH ~27% ADJUSTED EBITDA MARGIN AS SOUTH AFRICA CONTRACT RAMPS - SEEKINGALPHA

CEVA PROJECTS 2026 REVENUE GROWTH OF 13%–15% AS PLATFORM-LEVEL LICENSING EXPANDS - SEEKINGALPHA

ENVOY MEDICAL GAAP EPS OF -$0.07, REVENUE OF $0.05M - SEEKINGALPHA

TARGET HOSPITALITY OUTLINES EXIT-2027 ANNUALIZED REVENUE EXCEEDING $700M AND ADJUSTED EBITDA ABOVE $260M DRIVEN BY WHS GROWTH - SEEKINGALPHA

‘THEY NEED EACH OTHER’: WHAT’S BEHIND THE NEW SYRIA-RUSSIA ACCORD? - ALJAZEERA

$FERG (FERGUSON ENTERPRISES INC. /DE/) — 8-K: FERG Q2 FY26 adj. EPS $3.39 smashes consensus by 54.8%.

SURGERY PARTNERS REAFFIRMS 2026 REVENUE $3.35B-$3.45B AND ADJUSTED EBITDA AT LEAST $530M AS IDAHO FALLS SALE NEARS CLOSE - SEEKINGALPHA

GROWING EXPECTATIONS FOR FASTER BOJ RATE HIKES PUSH UP BOND YIELDS - NIKKEI

3 KEY DETAILS ABOUT WHAT MARK ZUCKERBERG'S VISION OF THE AI FUTURE WOULD LOOK LIKE FOR YOU - BUSINSIDER

MONDAY.COM FALLS AFTER Q3 REVENUE OUTLOOK MISS - SEEKINGALPHA

WAR ON IRAN: PHASE II: DAY 30 - ALJAZEERA

GIGAWATT-SCALE DATA CENTER IN ATLANTA, GEORGIA, WITHDRAWN BY DEVELOPER - TECH

INTEST PROJECTS $135M-$140M FULL-YEAR REVENUE AS SEMI ORDERS RISE 56% SEQUENTIALLY - SEEKINGALPHA

OFFICIALS REJECT PROPOSAL FOR 20-STORY DATA CENTER IN DOWNTOWN KANSAS CITY, MISSOURI - TECH

12-STORY OFFICE BUILDING IN CHICAGO, ILLINIOS, EYED FOR DATA CENTER CONVERSION - TECH

INTEL SELLING $15 BILLION IN STOCK TO FUND AI BOOM - ZEROHEDGE

BHARAT FORGE SHARES PLUNGE 9% AFTER FIRM POSTS RS 90 CRORE Q1 NET LOSS ON EXCEPTIONAL ITEMS, REVENUE RISES 19% - ECONOMICTIMES

BITMINE ETHEREUM HOLDINGS REACH 5.81M AS CRYPTO STASH HITS $11.6B - SEEKINGALPHA

INFO EDGE Q1 RESULTS: STANDALONE PROFIT FALLS 6% YOY TO RS 245 CRORE - ECONOMICTIMES