Market Signals

CBOE Nasdaq Volatility $26.28 ↓ 3.7% 62th %ile (fear) • KXNASDAQ100Y 4.0% — 32,000 to 32,499.99

CBOE Volatility Index $16.50 ↓ 3.8% 25th %ile (neutral) • KXINX 9.5% — 7,825 to 7,850

Solana USD ($SOLANA) $77.71 ↑ 3.7% 36th %ile

Bitcoin USD ($BITCOIN) $64961.91 ↑ 4.3% 42th %ile

WALL STREET HAS SET A SKY-HIGH BAR FOR COMPANIES TO CLEAR THIS EARNINGS SEASON. THEY JUST MIGHT PULL IT OFF. - MARKETWATCH

GRUPO AEROMÉXICO, S.A.B. DE C.V. NON-GAAP EPS OF -$0.40 MISSES BY $0.19, REVENUE OF $1.5B MISSES BY $10M - SEEKINGALPHA

GOOGLE DEEPMIND CHIEF DEMIS HASSABIS CALLS FOR U.S. TO SPEARHEAD AI STANDARDS BODY - TECH

CBOE Gold Volatility $26.93 ↑ 12.4% 53th %ile (neutral)

CBOE Nasdaq Volatility $27.30 ↑ 9.7% 76th %ile (fear) • KXNASDAQ100Y 4.0% — 32,000 to 32,499.99

ICE BofA MOVE Index $77.77 ↑ 11.8% 89th %ile (extreme_fear)

State Street Technology Select ($XLK) $181.28 ↓ 2.4% 58th %ile

U.S. GOVERNMENT MOVES $288 MILLION IN SEIZED BITCOIN, ETHER TO COINBASE PRIME - COINDESK

$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

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

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

US MILITARY DENIES INVOLVEMENT AFTER EXPLOSIONS HEARD IN IRAN - ALJAZEERA

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

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

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

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