Market Signals

$IBM 8-K earnings — Q2 FY26

$JPM 8-K earnings — Q2 FY26

$WFC 8-K earnings — Q2 FY26

VIX of VIX $95.28 ↑ 9.2% 66th %ile (fear) • KXINX 9.5% — 7,825 to 7,850

META'S $135 BILLION QUESTION: CAN AI COMPUTE TURN CAPEX INTO A NEW GROWTH ENGINE? - SEEKINGALPHA

CBOE Volatility Index $17.16 ↑ 14.2% 41th %ile (neutral) • KXINX 9.5% — 7,825 to 7,850

📊 10Y-3M Spread Depth: 1bp

MARKET BRIEF: A PIVOTAL WEEK FOR BITCOIN, GOLD, AND SILVER - SEEKINGALPHA

AMCHAM LAUNCHES 'K-DOORKNOCK' PROGRAM TO SUPPORT KOREAN FIRMS' U.S. EXPANSION - YONHAP

(LEAD) SK HYNIX DEBUTS ON NASDAQ TO RAISE US$26.5 BLN AMID SOARING AI DEMAND - YONHAP

Heating Oil Futures $3.53 ↓ 1.1% 29th %ile • KXWTI 9.0% — $117 or above

PEPSICO'S QUARTERLY RESULTS BEAT EXPECTATIONS. PEP STOCK IS FALLING ANYWAY. - YAHOO

U.S. MILITARY IN S. KOREA CITES 'IMPORTANT' MILITARY INTERESTS IN GWANGJU AIRPORT AMID RELOCATION PLAN - YONHAP

SEOUL SHARES END 2.52 PCT HIGHER ON CHIP RALLY; KOREAN WON UP - YONHAP

S. KOREA SAYS REVISED NETWORK ACT NONDISCRIMINATORY, VOWS CONTINUED TALKS WITH U.S. - YONHAP

US, JAPAN, AND SOUTH KOREA PUSH SMR EXPORTS FOR "ENERGY SECURITY NEEDS" - ZEROHEDGE

US MILITARY DENIES INVOLVEMENT AFTER EXPLOSIONS HEARD IN IRAN - ALJAZEERA

ASML HOLDING N.V. (ASML) PRICE TARGET RAISED BY JEFFERIES ON STRONG SEMICONDUCTOR OUTLOOK - YAHOO

OPENAI UNVEILS CLAUDE COWORK COMPETITOR, DESKTOP ‘SUPERAPP’ - THEINFORMATION

OPENAI IS MAKING ITS BIGGEST PLAY FOR THE OFFICE - BUSINSIDER

NIKKEI 225 TO ADD INFORMATION AND COMMUNICATIONS SECTOR - NIKKEI

LATIN AMERICA’S BIGGEST STOCK EXCHANGE NOW OFFERS OPTIONS ON BITCOIN, ETHER AND SOLANA FUTURES - COINDESK

BITCOIN, ETHER STEADY, GOLD SLIDES AS U.S.-IRAN TENSIONS ESCALATE AGAIN - COINDESK

BITCOIN SENTIMENT IS DIRE - SEEKINGALPHA

CRYPTO AND STOCKS TUMBLE AFTER TRUMP DECLARES CEASEFIRE 'OVER' FOLLOWING IRAN STRIKES - COINDESK

GERMANY PLANS $1.7 BILLION STRATEGIC NATURAL GAS RESERVE - YAHOO

TOYOTA-BACKED CHINESE UNICORN MOMENTA FALLS FLAT IN HONG KONG BOURSE DEBUT - NIKKEI

JAPAN'S ITOCHU AND DAIKIN TO RECOVER ALUMINUM FROM AIR CONDITIONERS - NIKKEI

LIVE MARKETS: BITCOIN DROPS TO $62,000, STOCKS SLIDE, OIL SOARS AS IRAN CEASEFIRE COLLAPSES - COINDESK

U.S. SEC TO PROPOSE CRYPTO RULE AS SOON AS THIS MONTH TO EASE STARTUPS, FUNDRAISING - COINDESK

BITCOIN UNDER PRESSURE AS TRUMP SAYS IRAN CEASEFIRE IS OVER - COINDESK

TETHER PUTS $20 MILLION BEHIND MERCADO BITCOIN AMID LATIN AMERICA’S TOKENIZATION BOOM - THEBLOCK

S. KOREA, U.S., JAPAN SIGN MOU FOR COOPERATION ON SMALL MODULAR REACTOR DEPLOYMENTS - YONHAP

TRUMP TAKES CREDIT FOR TOYOTA MOVING SOME TRUCK PRODUCTION FROM MEXICO TO TEXAS: 'THAT'S WHAT TARIFFS DO' - BUSINSIDER

BITCOIN'S JULY GAINS MAY BE FLEETING AS U.S. DEMAND STAYS WEAK - COINDESK

JAPAN'S SUMITOMO MITSUI TRUST BANK TO INVEST IN NZ INFRASTRUCTURE INVESTOR - NIKKEI

SYNOPSYS TO SCALE BACK CHIP FAB MANUFACTURING CONTROL SOFTWARE IN PIVOT TO AI DESIGN - REUTERS - SEEKINGALPHA

SAMSUNG PROFIT SOARS 19 TIMES BUT SHARES SLUMP 6.9% ON OVERSUPPLY WORRIES - NIKKEI

WHAT IS THE U.S. STRATEGIC BITCOIN RESERVE? - THEBLOCK

$3,500 NISSAN: JAPAN'S SUBSIDIES MAKE NEW EVS CHEAPER THAN USED ONES - NIKKEI

RUSSIA'S LARGEST BANK PLANS CRYPTO WALLET LAUNCH AS MOSCOW CLEARS MARKET PATH - COINDESK

BITCOIN EDGES ABOVE $63K ON IMPROVING MACRO BACKDROP - SEEKINGALPHA

OPEC+ COUNTRIES SAY THEY WILL EXPAND MONTHLY OIL PRODUCTION - ALJAZEERA

IRAN'S SUPREME LEADER ABSENT AS SENIOR OFFICIALS ATTEND AYATOLLAH'S FUNERAL - BBC

CRITICAL METALS, EUROPEAN LITHIUM TWEAK MECHANICS OF PROPOSED MERGER AGREEMENT - SEEKINGALPHA

OPEC+ APPROVES ANOTHER OIL OUTPUT INCREASE AS HORMUZ EXPORTS START TO RECOVER - ZEROHEDGE

KOSPI VOLATILITY INTERRUPTIONS HIT RECORD HIGH IN H1 - YONHAP

IS STRATEGY'S LATEST PLAN 1 MORE REASON TO SELL BITCOIN? - YAHOO

HOW SONY'S PLAYSTATION DISC PHASEOUT RESETS GAMING VALUE CHAIN - NIKKEI

ERDOGAN'S WARM TIES WITH TRUMP OFFER TURKEY AN EDGE AHEAD OF NATO SUMMIT - ABC