Market Signals

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

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

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

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

DOW FALLS 1,100 POINTS AS RATES JUMP AFTER FED STAYS ON SIDELINES OF INFLATION FIGHT: LIVE UPDATES - CNBC

RUSSIA CHARGES TELEGRAM FOUNDER DUROV WITH FACILITATING TERRORISM - BBC

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

CBOE Skew Index $142.98 ↓ 2.5% 51th %ile (neutral)

VIX of VIX $98.51 ↓ 2.4% 84th %ile (fear)

$SITE 8-K earnings — Q2 FY26

8-K earnings — Q2 FY26

THE MARKET IS AFRAID OF CAPEX BUT IT'S AN ACCUMULATION OPPORTUNITY - SEEKINGALPHA

CBOE Gold Volatility $24.62 ↑ 2.0% 18th %ile (complacency)

'ANYTHING REMOTELY DOVISH' FROM FED COULD BE GOOD FOR BITCOIN, SAYS ANALYST - COINDESK

LIVE UPDATES: BITCOIN RISES ABOVE $64,000 AHEAD OF FED RATE DECISION - COINDESK

ZUCKERBERG WARNS AGAINST BANNING CHINESE AI MODELS, FT REPORTS - SEEKINGALPHA

$DE (DEERE &) — 8-K: DE Q3 FY26 EPS $5.10 misses consensus $5.74 by -11.2%

CBOE Volatility Index $18.21 ↓ 2.5% 71th %ile (fear)

State Street Health Care Select ($XLV) $167.26 ↑ 2.4% 100th %ile

$TGT (TARGET) — 8-K: TGT Q2 FY26 EPS $4.11 crushes consensus $1.46 by +181.3%.

$HD (HOME DEPOT) — 8-K: Q2 FY26 EPS $4.92 crushes consensus $3.41 by +44.4%

US SENATE VOTES TO ADVANCE RUSSIA SANCTIONS BILL THAT WOULD GIVE TRUMP NEW TARIFF POWERS – AS IT HAPPENED - GUARDIAN

8-K earnings — Q2 FY26

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

RUSSIA’S CENTRAL BANK DRAFTS FIRST RULES FOR ‘ORGANIZED’ CRYPTO TRADING - THEBLOCK

FRAGILE IRAN 'PAUSE' SHATTERED AS US BASE IN JORDAN COMES UNDER ATTACK, OIL SOARS - ZEROHEDGE

POWERFUL QUAKE ROCKS SOUTHERN JAPAN - ZEROHEDGE

CONVERSATIONAL AI: ALIGN COMMERCIAL INCENTIVES WITH PUBLIC INTERESTS - NATURE

A MAJOR EARTHQUAKE ROCKS JAPAN, PROMPTING TSUNAMI WARNINGS - NBC

BITCOIN SLIDES 2% AFTER U.S. CLOSE WHILE KOREA’S KOSPI PLUNGES 10% - COINDESK

BYD LAUNCHES ITS FIRST JAPAN ELECTRIC MINICAR, CHALLENGING LOCAL STRONGHOLD - NIKKEI

CAPITAL BANCORP RAISES DIVIDEND BY 17% TO $0.14 - SEEKINGALPHA

Bitcoin USD ($BITCOIN) $63715.52 ↓ 2.5% 32th %ile

Crude Oil Futures $82.17 ↓ 0.5% 37th %ile • KXWTI 8.5% — $117 or above

Solana USD ($SOLANA) $74.15 ↓ 3.3% 33th %ile

SOFTBANK EYES BUYING EX-SONY PAYMENTS FIRM TO BOOST SETTLEMENTS BUSINESS - NIKKEI

TOYOTA TO INVEST IN DAIMLER TRUCK AND VOLVO'S FUEL CELL JOINT VENTURE - NIKKEI

CBOE Gold Volatility $24.33 ↓ 3.2% 10th %ile (complacency)

S&P 500 Dispersion Index $44.09 ↓ 3.7% 70th %ile (fear)

$TJX (TJX COMPANIES INC /DE/) — 8-K: TJX Q2 FY27 EPS $1.22 beats consensus $1.00 by +22.0%

BITCOIN IS BACK ABOVE $65,000 AS U.S. AND IRAN HOLD FIRE. OIL DROPS 5% - COINDESK

ICE BofA MOVE Index $76.82 ↓ 4.1% 82th %ile (fear)

State Street Real Estate Select ($XLRE) $45.95 ↑ 2.2% 100th %ile

Ethereum USD ($ETHER) $1890.06 ↓ 3.2% 55th %ile

$WMT (WALMART) — 8-K: WMT Q2 FY27 EPS $0.81 beats consensus $0.66 by +23.0%

Chicago SRW Wheat Futures,Sep-2 ($WHEAT) $678.00 ↓ 2.6% 95th %ile

Solana USD ($SOLANA) $76.56 ↑ 2.8% 41th %ile

Ethereum USD ($ETHER) $1953.20 ↑ 4.3% 60th %ile

F5 NETWORKS Q3 2026 EARNINGS PREVIEW - SEEKINGALPHA

OPKO HEALTH Q2 2026 EARNINGS PREVIEW - SEEKINGALPHA