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The Trading Day · Monday, August 3, 2026

The tailwind is gone — KOSPI gives back 5.2%, the yen gets ¥8tn of help, Palantir referees tonight

Korea gave back a slice of Friday's record session, the yen intervention is confirmed and large, oil broke five percent — and US futures firmed anyway into ISM day and Palantir's evening print.

The Morning 10

The tailwind is gone — KOSPI gives back 5.2%, the yen gets ¥8tn of help, Palantir referees tonight

  1. 1 Korea overnight — the giveback test
  2. 2 Yen — joint intervention confirmed
  3. 3 Oil — a five-percent break on de-escalation
  4. 4 US futures — the shelf test without the tailwind
  5. 5 Semis vs. software — the split beneath the tape
  6. 6 Scanner — semi support confluence (ASML, AMKR, ASM)
  7. 7 Closelook Rubin 100 vs. HALO 100
  8. 8 ISM Manufacturing PMI & sub-indices (14:00 UTC today)
  9. 9 Palantir prints tonight — the reversal-cluster referee
  10. 10 Jurrien Timmer — Fidelity

The full Morning 10 →

The Midday 10

The ones that hadn't moved — hyperscalers surge, MMYT takes its line, QQQ presses the decision line

  • 1 The Mag complex — the discount starts closing
  • 2 Neoclouds — capacity gets paid again
  • 3 MakeMyTrip — the referee ruled

All ten lines →

Daily Pulse — What Was Software Is India

The semis-versus-software split has a country-level twin: Korea and Taiwan trade like the semi complex, India trades like software — and India is showing the same bottom grammar software showed three months ago. MakeMyTrip referees the turn before the open.

The full Pulse →

Print-record cards of the day

  • AMD — AMD: EPS beats 9/10 · revenue 9/10 · reactions 3 up / 1 flat / 6 down · next print 2026-08-04
  • DOCN — DigitalOcean: EPS beats 10/10 · revenue 5/10 · reactions 7 up / 1 flat / 2 down · next print 2026-08-04
  • LLY — Eli Lilly: EPS beats 9/10 · revenue 8/10 · reactions 4 up / 3 flat / 3 down · next print 2026-08-05

The permanent record of one trading day on Closelooknet — an investment research diary, not advice. Today's live view is the homepage.