Market Signals

Invesco QQQ $683.55 ↑ 3.3% 13th %ile • KXNASDAQ100Y 4.0% — 32,000 to 32,499.99

ITOCHU TO INVEST $1.9BN IN TOKYO CENTURY'S AIRCRAFT LEASING UNIT - NIKKEI

CBOE Nasdaq Volatility $27.55 ↓ 10.7% 65th %ile (fear) • KXNASDAQ100Y 4.0% — 32,000 to 32,499.99

CBOE Volatility Index $17.09 ↓ 17.3% 47th %ile (neutral)

State Street Technology Select ($XLK) $175.73 ↑ 5.5% 25th %ile

NEW U.S. AMBASSADOR STEEL CALLS FOR BUILDING 'RESULTS ORIENTED, FORWARD LEANING' ALLIANCE WITH S. KOREA - YONHAP

FULL TEXT OF OP-ED BY NEW U.S. AMBASSADOR TO SOUTH KOREA, MICHELLE STEEL - YONHAP

Crude Oil Futures $84.04 ↑ 0.5% 41th %ile • KXWTI 8.5% — $117 or above

$AMH (AMERICAN HOMES 4 RENT) — Q2 FY26

FIRST INTERNET BANCORP GAAP EPS OF $0.27 BEATS BY $0.13, REVENUE OF $41.1M BEATS BY $5.8M - SEEKINGALPHA

METTLER-TOLEDO NON-GAAP EPS OF $11.46 BEATS BY $0.66, REVENUE OF $1.03B IN-LINE - SEEKINGALPHA

MOHAWK NON-GAAP EPS OF $3.67 BEATS BY $1.09, REVENUE OF $2.99B BEATS BY $200M - SEEKINGALPHA

NEXTRACKER NON-GAAP EPS OF $1.20 BEATS BY $0.16, REVENUE OF $935.17M MISSES BY $8.04M - SEEKINGALPHA

ILLUMINA NON-GAAP EPS OF $1.31 BEATS BY $0.08, REVENUE OF $1.16B BEATS BY $30M - SEEKINGALPHA

WESTERN UNION NON-GAAP EPS OF $0.31 MISSES BY $0.11, REVENUE OF $1B MISSES BY $20M - SEEKINGALPHA

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📊 HY Spreads: 3bp (widened 0bp over 13 weeks)

CBOE Skew Index $139.55 ↓ 2.4% 26th %ile (neutral)

Invesco QQQ $661.73 ↓ 2.0% 2th %ile • KXNASDAQ100Y 4.0% — 32,000 to 32,499.99

— Q2 FY26

— Q2 FY26

BITCOIN ANALYSTS AGREE THE FED'S HOLD WAS HAWKISH. THEY ARE SPLIT ON WHAT HAPPENS NEXT. - COINDESK

BYD, OTHER CHINESE BRANDS LAUNCH HYBRID MODELS IN INDONESIA - NIKKEI

(LEAD) UNMANNED VEHICLE SPOTTED IN BORDER AREA IDENTIFIED AS U.S. DRONE: S. KOREAN MILITARY - YONHAP

CBOE Volatility Index $20.66 ↑ 13.5% 97th %ile (extreme_fear)

State Street Technology Select ($XLK) $166.57 ↓ 2.6% 8th %ile

State Street Industrial Select ($XLI) $176.66 ↓ 3.2% 51th %ile

VIX of VIX $109.47 ↑ 11.1% 100th %ile (extreme_fear)

CBOE Nasdaq Volatility $30.84 ↑ 7.8% 95th %ile (extreme_fear) • KXNASDAQ100Y 4.0% — 32,000 to 32,499.99

ICE BofA MOVE Index $74.18 ↓ 2.5% 73th %ile (fear)

HOULIHAN LOKEY NON-GAAP EPS OF $1.35 MISSES BY $0.29, REVENUE OF $511M MISSES BY $88.29M - SEEKINGALPHA

UNISYS NON-GAAP EPS OF -$0.08 MISSES BY $0.04, REVENUE OF $473.5M BEATS BY $26.15M - SEEKINGALPHA

BENCHMARK ELECTRONICS NON-GAAP EPS OF $0.75 BEATS BY $0.06, REVENUE OF $756M BEATS BY $36M - SEEKINGALPHA

MIMEDX GROUP NON-GAAP EPS OF -$0.05 MISSES BY $0.02, REVENUE OF $64M BEATS BY $0.54M - SEEKINGALPHA

UFP INDUSTRIES GAAP EPS OF $1.48 BEATS BY $0.08, REVENUE OF $1.88B BEATS BY $80M - SEEKINGALPHA

GLAUKOS NON-GAAP EPS OF -$0.14 BEATS BY $0.07, REVENUE OF $185.6M BEATS BY $34.69M - SEEKINGALPHA

ANTERO MIDSTREAM NON-GAAP EPS OF $0.27 MISSES BY $0.06, REVENUE OF $327.2M BEATS BY $0.71M - SEEKINGALPHA

QUALCOMM NON-GAAP EPS OF $2.21 MISSES BY $0.01, REVENUE OF $9.95B BEATS BY $280M - SEEKINGALPHA

STURM, RUGER NON-GAAP EPS OF $0.52 BEATS BY $0.10, REVENUE OF $158.1M BEATS BY $29.56M - SEEKINGALPHA

PORCH GROUP GAAP EPS OF $0.05 BEATS BY $0.07, REVENUE OF $140.9M BEATS BY $18.6M - SEEKINGALPHA

MORE THAN 100 AFTERSHOCKS HIT JAPAN AFTER POWERFUL QUAKE THAT KILLED 13 - BBC