2026-07-01

Coffee volume spike — 3.5× the 20-day average (38,005 vs 10,863 avg)

CFTC BITCOIN speculators at extreme long: 52-week positioning extreme

CFTC NATURAL GAS speculators at extreme long: 52-week positioning extreme

Corn bull 7.3% vs prior close ($412.75 → $443.00)

Cotton bull 8.0% vs prior close ($72.22 → $77.98)

OSINT: Trump Opens Theodore Roosevelt Library in North Dakota aboard BNSF Train

CFTC NATURAL GAS speculators at extreme long: 52-week positioning extreme

CFTC BITCOIN speculators at extreme long: 52-week positioning extreme

OSINT: U.S. Firms Absorb Recent Oil Shock, Future Resilience Uncertain

CFTC NATURAL GAS speculators at extreme long: 52-week positioning extreme

CFTC BITCOIN speculators at extreme long: 52-week positioning extreme

OSINT: Polymarket odds drop to 39% for 2026 Clarity Act passage

Ukraine Black Sea Belt: crop water stress detected (2.7σ above baseline) — potential ZW=F supply pressure

CFTC NATURAL GAS speculators at extreme long: 52-week positioning extreme

CFTC BITCOIN speculators at extreme long: 52-week positioning extreme

OSINT: Ukrainian drones strike Russian ammo dump in Donetsk, causing explosions

Sugar No. 11 bull 4.3% vs prior close ($14.34 → $14.96)

Oil -2.03%: significant decline on the session

Gold +1.11%: significant gain on the session

OSINT: Iran urges US to curb Israel actions, raising geopolitical tension

OSINT: US Navy MH-60S Sea Hawk Makes Emergency Water Landing in Arabian Sea

Oil -1.74%: significant decline on the session

Gold +1.22%: significant gain on the session

Oil -1.71%: significant decline on the session

BTC ETF inflow of $1829M — institutional buying

ETH ETF inflow of $243M — institutional buying

SOL open interest -68.3% — OI collapse

ETH open interest +219.1% — OI surge

BTC open interest +77.0% — OI surge

BTC open interest -43.3% — OI collapse

SOL open interest +145.9% — OI surge

ETH open interest -69.0% — OI collapse

BTC open interest +208.0% — OI surge

ETH open interest +236.8% — OI surge

SOL open interest +36.9% — OI surge

SOL open interest -27.1% — OI collapse

BTC open interest -67.9% — OI collapse

ETH open interest +205.8% — OI surge

SOL DEX volume/liquidity ratio elevated (0.77x): on-chain trade volume 0.77x liquidity

OSINT: American Bitcoin Announces 1‑for‑15 Reverse Stock Split, Cutting Shares to 73M

SOL DEX volume/liquidity ratio elevated (0.71x): on-chain trade volume 0.71x liquidity

FDA approves drug (BRISTOL) — new revenue stream

Debt issued for acquisition financing — deal likely imminent

Debt issued for acquisition financing — deal likely imminent

Debt issued for acquisition financing — deal likely imminent

Debt issued for acquisition financing — deal likely imminent

Debt issued for acquisition financing — deal likely imminent

Debt issued for acquisition financing — deal likely imminent

Debt issued for acquisition financing — deal likely imminent

Debt issued for acquisition financing — deal likely imminent

Debt issued for acquisition financing — deal likely imminent

TAL Education Group search volume spiked +100 pts — unusual interest

Southwest Gas Holdings, Inc. search volume spiked +100 pts — unusual interest

ABBOTT LABORATORIES search volume spiked +92 pts — unusual interest

Bank OZK search volume spiked +32 pts — unusual interest

Strategy Inc search volume spiked +45 pts — unusual interest

OSINT: American Bitcoin Announces 1‑for‑15 Reverse Stock Split, Cutting Shares to 73M

TAL Education Group search volume spiked +100 pts — unusual interest

Southwest Gas Holdings, Inc. search volume spiked +100 pts — unusual interest

ABBOTT LABORATORIES search volume spiked +92 pts — unusual interest

Bank OZK search volume spiked +32 pts — unusual interest

Strategy Inc search volume spiked +45 pts — unusual interest

TAL Education Group search volume spiked +100 pts — unusual interest

Q4-2025: Missed consensus by 28.4% — EPS $-1.7009 vs $-1.3251 estimate

Q1-2026: Missed consensus by 42.8% — EPS $-0.3462 vs $-0.2425 estimate

Q4-2025: Missed consensus by 63.9% — EPS $0.02 vs $0.0554 estimate

Q1-2026: Beat consensus by 15.5% — EPS $0.13 vs $0.1126 estimate

Q2-2025: Beat consensus by 60.6% — EPS $0.123 vs $0.0766 estimate

Q3-2025: Beat consensus by 38.4% — EPS $0.12 vs $0.0867 estimate

Q1-2026: Beat consensus by 12.4% — EPS $1.3 vs $1.1565 estimate

Q3-2023: Beat consensus by 51.0% — EPS $-0.05 vs $-0.102 estimate

Q1-2026: Beat consensus by 16.0% — EPS $-0.33 vs $-0.3927 estimate

Q2-2025: Missed consensus by 5586.3% — EPS $-0.29 vs $-0.0051 estimate

Q4-2025: Missed consensus by 58.7% — EPS $-0.68 vs $-0.4284 estimate

Q4-2024: Missed consensus by 5.2% — EPS $0.574 vs $0.6056 estimate

Q2-2025: Beat consensus by 24.6% — EPS $0.2 vs $0.1605 estimate

Q4-2025: Beat consensus by 10.5% — EPS $0.4428 vs $0.4007 estimate

Q4-2025: Beat consensus by 18.8% — EPS $1.22 vs $1.0272 estimate

Q2-2025: Beat consensus by 13.5% — EPS $0.629 vs $0.5542 estimate

Q4-2025: Missed consensus by 53.9% — EPS $0.67 vs $1.4544 estimate

Q1-2026: Beat consensus by 18.2% — EPS $0.8 vs $0.6767 estimate

Q2-2025: Missed consensus by 74.4% — EPS $0.23 vs $0.8989 estimate

Q2-2026: Missed consensus by 8.6% — EPS $0.65 vs $0.711 estimate

Q4-2026: Missed consensus by 9.4% — EPS $0.97 vs $1.0706 estimate

Q1-2027: Beat consensus by 76.5% — EPS $0.03 vs $0.017 estimate

Q2-2026: Beat consensus by 420.2% — EPS $0.09 vs $0.0173 estimate

Q4-2026: Beat consensus by 65.3% — EPS $0.04 vs $0.0242 estimate

Q3-2026: Beat consensus by 206.1% — EPS $0.06 vs $0.0196 estimate

Q1-2025: Missed consensus by 198.0% — EPS $-0.01 vs $0.0102 estimate

Q4-2024: Missed consensus by 100.0% — EPS $0 vs $0.0051 estimate

Q1-2026: Beat consensus by 15.7% — EPS $-0.55 vs $-0.6528 estimate

Q3-2026: Missed consensus by 58.6% — EPS $-3.26 vs $-2.0553 estimate

Q2-2026: Missed consensus by 874.0% — EPS $-6.11 vs $-0.6273 estimate

Q3-2025: Missed consensus by 15.2% — EPS $0.16 vs $0.1887 estimate

Q4-2025: Beat consensus by 21.4% — EPS $0.26 vs $0.2142 estimate

Q1-2026: Beat consensus by 12.0% — EPS $0.24 vs $0.2142 estimate

Q2-2025: Beat consensus by 50.5% — EPS $0.22 vs $0.1462 estimate

Q2-2025: Beat consensus by 55.4% — EPS $-0.15 vs $-0.3363 estimate

Q1-2026: Missed consensus by 14.8% — EPS $-1.17 vs $-1.0196 estimate

Q4-2025: Missed consensus by 20.8% — EPS $-0.93 vs $-0.7701 estimate

Q3-2025: Missed consensus by 29.3% — EPS $-0.51 vs $-0.3944 estimate

Q2-2026: Missed consensus by 9.2% — EPS $0.68 vs $0.7486 estimate

Q1-2026: Beat consensus by 10.2% — EPS $1.95 vs $1.7692 estimate

Q2-2026: Beat consensus by 17.1% — EPS $1.97 vs $1.6817 estimate

Q3-2026: Beat consensus by 13.1% — EPS $1.27 vs $1.1228 estimate

Q4-2026: Beat consensus by 11.7% — EPS $1.07 vs $0.9581 estimate

Q3-2019: Missed consensus by 191.3% — EPS $-0.03 vs $-0.0103 estimate

Q2-2019: Missed consensus by 191.3% — EPS $-0.06 vs $-0.0206 estimate

Q4-2019: Beat consensus by 51.5% — EPS $-0.01 vs $-0.0206 estimate

Q4-2009: Missed consensus by 11.7% — EPS $0.58 vs $0.6565 estimate

Q3-2009: Beat consensus by 19.6% — EPS $0.58 vs $0.4848 estimate

Q2-2009: Missed consensus by 7.6% — EPS $0.56 vs $0.606 estimate

Q4-2025: Missed consensus by 37.4% — EPS $0.21 vs $0.3356 estimate

Q1-2026: Missed consensus by 9.7% — EPS $0.33 vs $0.3655 estimate

Q2-2026: Beat consensus by 25.4% — EPS $0.34 vs $0.2712 estimate

Q3-2025: Missed consensus by 110.9% — EPS $-0.03 vs $0.2749 estimate

Q4-2025: Beat consensus by 25.3% — EPS $0.72 vs $0.5746 estimate

Q2-2025: Missed consensus by 6.3% — EPS $0.45 vs $0.4801 estimate

Q2-2026: Beat consensus by 12.3% — EPS $1.1 vs $0.9797 estimate

Q3-2026: Beat consensus by 11.7% — EPS $0.97 vs $0.8686 estimate

Q3-2026: Beat consensus by 28.7% — EPS $0.21 vs $0.1632 estimate

Q1-2027: Missed consensus by 42.1% — EPS $0.07 vs $0.1209 estimate

Q4-2026: Missed consensus by 36.8% — EPS $-1.3 vs $-0.9506 estimate

Q1-2026: Missed consensus by 8.8% — EPS $0.4 vs $0.4386 estimate

Q2-2025: Missed consensus by 11.7% — EPS $0.41 vs $0.4641 estimate

Q3-2025: Missed consensus by 6.4% — EPS $0.42 vs $0.4488 estimate

Q3-2025: Missed consensus by 214.0% — EPS $-0.29 vs $0.2544 estimate

Q4-2025: Beat consensus by 79.9% — EPS $-0.29 vs $-1.441 estimate

Q2-2025: Missed consensus by 191.8% — EPS $-0.09 vs $0.098 estimate

Q1-2026: Missed consensus by 264.8% — EPS $-0.77 vs $-0.2111 estimate

Q4-2020: Beat consensus by 100.0% — EPS $0 vs $-0.0103 estimate

Q3-2025: Beat consensus by 8.0% — EPS $3.68 vs $3.4068 estimate

Q4-2025: Missed consensus by 55.3% — EPS $1.54 vs $3.4476 estimate

Q1-2026: Beat consensus by 35.4% — EPS $4.17 vs $3.0804 estimate

Q2-2025: Missed consensus by 29.4% — EPS $2.29 vs $3.2436 estimate

Q4-2025: Beat consensus by 83.2% — EPS $1.57 vs $0.8568 estimate

Q1-2026: Beat consensus by 7.5% — EPS $0.91 vs $0.8466 estimate

Q2-2025: Beat consensus by 105.7% — EPS $1.5 vs $0.7293 estimate

Q3-2025: Beat consensus by 42.9% — EPS $1.21 vs $0.8466 estimate

Q2-2025: Beat consensus by 16.6% — EPS $-0.71 vs $-0.8517 estimate

Q4-2025: Missed consensus by 30.1% — EPS $-0.71 vs $-0.5457 estimate

Q3-2025: Missed consensus by 37.9% — EPS $-0.75 vs $-0.544 estimate

Q1-2026: Missed consensus by 32.7% — EPS $-1.99 vs $-1.4994 estimate

Q2-2025: Beat consensus by 58.9% — EPS $-20.04 vs $-48.7152 estimate

Q4-2025: Beat consensus by 77.3% — EPS $-2.06 vs $-9.0576 estimate

Q3-2025: Missed consensus by 14.9% — EPS $-20.4 vs $-17.748 estimate

Q1-2026: Beat consensus by 137.0% — EPS $0.75 vs $0.3165 estimate

Q2-2025: Beat consensus by 20.9% — EPS $0.59 vs $0.4882 estimate

Q3-2025: Missed consensus by 11.9% — EPS $0.54 vs $0.6127 estimate

Q4-2025: Missed consensus by 36.8% — EPS $0.3 vs $0.4747 estimate

Q4-2025: Beat consensus by 10.2% — EPS $0.78 vs $0.708 estimate

Q3-2025: Beat consensus by 38.5% — EPS $0.55 vs $0.397 estimate

Q2-2025: Beat consensus by 236.9% — EPS $0.19 vs $0.0564 estimate

Q1-2026: Beat consensus by 14.2% — EPS $0.77 vs $0.6745 estimate

Q4-2025: Beat consensus by 25.2% — EPS $1.81 vs $1.4454 estimate

Q3-2025: Beat consensus by 13.2% — EPS $1.68 vs $1.4846 estimate

Q2-2025: Beat consensus by 30.1% — EPS $2.28 vs $1.7529 estimate

Q1-2026: Missed consensus by 46.1% — EPS $0.68 vs $1.2611 estimate

Q3-2026: Missed consensus by 10.2% — EPS $2.97 vs $3.3074 estimate

Q4-2025: Missed consensus by 5.2% — EPS $0.6 vs $0.6329 estimate

Q2-2025: Missed consensus by 23.0% — EPS $0.49 vs $0.6363 estimate

Q1-2026: Missed consensus by 11.6% — EPS $0.53 vs $0.5993 estimate

Q3-2024: Missed consensus by 139.3% — EPS $-277 vs $-115.77 estimate

Q4-2023: Beat consensus by 22.8% — EPS $-37 vs $-47.94 estimate

Q2-2024: Missed consensus by 152.8% — EPS $-1045.55 vs $-413.61 estimate

Q3-2023: Missed consensus by 33.8% — EPS $-43 vs $-32.13 estimate

Q2-2025: Beat consensus by 13.2% — EPS $1 vs $0.8835 estimate

Q1-2026: Beat consensus by 12.3% — EPS $1.18 vs $1.0508 estimate

Q4-2025: Beat consensus by 17.2% — EPS $1 vs $0.8532 estimate

Q3-2025: Beat consensus by 15.1% — EPS $1.09 vs $0.9474 estimate

Q4-2025: Missed consensus by 5.1% — EPS $2.69 vs $2.8356 estimate

Q3-2025: Missed consensus by 8.1% — EPS $3.02 vs $3.2844 estimate

Q1-2026: Missed consensus by 9.2% — EPS $2.5 vs $2.754 estimate

Q2-2020: Missed consensus by 34.6% — EPS $0.6 vs $0.918 estimate

Q3-2025: Missed consensus by 41.2% — EPS $-0.41 vs $-0.2904 estimate

Q1-2026: Missed consensus by 53.3% — EPS $-0.48 vs $-0.3131 estimate

Q4-2025: Missed consensus by 65.0% — EPS $-0.6 vs $-0.3636 estimate

Q2-2025: Missed consensus by 30.7% — EPS $-0.35 vs $-0.2677 estimate

Q4-2025: Missed consensus by 78.8% — EPS $0.01 vs $0.0471 estimate

Q2-2025: Beat consensus by 748.6% — EPS $0.24 vs $-0.037 estimate

Q3-2025: Beat consensus by 197.4% — EPS $0.08 vs $0.0269 estimate

Q1-2026: Missed consensus by 15.3% — EPS $0.02 vs $0.0236 estimate

Q4-2026: Missed consensus by 207.7% — EPS $-0.02 vs $-0.0065 estimate

Q1-2026: Beat consensus by 29.5% — EPS $-0.24 vs $-0.3405 estimate

Q2-2026: Beat consensus by 19.8% — EPS $0.52 vs $0.434 estimate

Q3-2026: Beat consensus by 23.0% — EPS $0.56 vs $0.4552 estimate

Q4-2025: Missed consensus by 1765.7% — EPS $-2.86 vs $0.1717 estimate

Q1-2026: Missed consensus by 424.3% — EPS $-0.95 vs $0.2929 estimate

Q3-2025: Missed consensus by 60.4% — EPS $0.02 vs $0.0505 estimate

Q2-2025: Missed consensus by 1768.8% — EPS $-1.51 vs $-0.0808 estimate

Q3-2025: Beat consensus by 8.1% — EPS $-0.5 vs $-0.544 estimate

Q1-2026: Beat consensus by 45.8% — EPS $-0.26 vs $-0.4794 estimate

Q4-2025: Beat consensus by 123.1% — EPS $0.1 vs $-0.4335 estimate

Q2-2026: Beat consensus by 58.7% — EPS $-0.12 vs $-0.2907 estimate

Q4-2025: Missed consensus by 194.1% — EPS $-0.15 vs $-0.051 estimate

OSINT: Iran urges US to curb Israel actions, raising geopolitical tension

OSINT: US Navy MH-60S Sea Hawk Makes Emergency Water Landing in Arabian Sea

OSINT: US Navy MH-60S Sea Hawk Makes Emergency Water Landing in Arabian Sea

OSINT: Iran urges US to curb Israel actions, raising geopolitical tension

DXY +0.31% — dollar strength signal