The Trading Day · Tuesday, September 1, 2026

Verdict day two: six earnings windows close as MongoDB and GitLab print

Last night this page scored its own record: five Wednesday windows closed, four paid — Salesforce's record +25.3%, CrowdStrike's +22.1% card record with a fresh 233.85 high, Synopsys's +7.2%, Nvidia's +5.3% ending an eight-print drought, HP's round trip to a flat −1.6%. Tonight it does it again. Six windows from last Thursday's prints — Rubrik, Marvell, IREN, Autodesk, Elastic, Workday — close against tonight's bell, and two new cards open after it: MongoDB and GitLab both print, GitLab moved up a day per FMP's calendar to double the evening. Dell prints too, without a card. September's minus-five-percent base case starts scoring today.

The Morning 10

Verdict day two: six earnings windows close as MongoDB and GitLab print

  1. 1 Sector rotation — Energy vs defensives
  2. 2 Software vs semis split
  3. 3 COHR & AMAT — scanner support confluence
  4. 4 Gold (GLD) & Bitcoin
  5. 5 VIX complex & momentum-vs-low-vol spread
  6. 6 Dollar (UUP) & Money Temperature
  7. 7 Closelook indices — Rubin & HALO
  8. 8 Euro-AI 50 & Generation Phase layers
  9. 9 ISM Manufacturing & JOLTs (due today)
  10. 10 Tom Lee — Fundstrat

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