The Midday 10 · every trading day · 12:30 ET
The Midday 10.
Ten lines on the US midday tape — the movers from the Closelook universe, the sector board, the levels that matter, and tonight's prints. Ten lines are free, every trading day; line 11 — the one read we act on — is for members of C. Sibling of The Morning 10.
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Daylight doubles the punishments — Rubrik −11%, IREN −12%, Marvell −9% extend their overnight sells while the old-guard Mag 7 catches the bid.
This morning's page asked whether daylight would rescue last night's after-hours sells the way it rescued Synopsys on Wednesday. The answer at midday is no — every punished print is trading …
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Daylight pays the five-print evening at scale — Salesforce +20%, Okta +27%, CrowdStrike +18%, Nvidia +7.6% — while ten of eleven sectors trade red and technology alone carries the index.
The five-print evening is being paid at scale in daylight — Salesforce, Okta, CrowdStrike and Nvidia all extend well beyond their after-hours prints, and Synopsys flips its overnight fade in…
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In-line core PCE leaves both bond lines standing as the tape flattens into a five-print evening — Nvidia the referee
The midday tape is nearly flat at the index level — SPY unchanged, QQQ up 0.03% — after a morning data slate that answered in-line on the number that mattered most: core PCE at 0.2% month-ov…
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Day one of the trendline test goes to the bounce — all four semi funds green with SOXX back above 505
A green tape by midday with the leadership exactly inverted from Monday: the semiconductor complex that closed on its April trendline yesterday is the session's leader, defensives and staple…
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Semis break the 505 line at midday while bitcoin presses 80,000
A split tape by midday, and the split runs exactly along this morning's fault line: Staples up 1.45 percent and Financials up 1.44 percent lead while semiconductors take the day's worst dama…
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A chart pick published at 95.10 this morning trades 107.92 by midday — Robinhood's triangle breaks up through the 100 shelf — as the CAC snaps seven straight red sessions and Bitcoin adds another six percent above 77,000
Everything this house wrote down this week as a condition, a falsifier or a pick got graded by midday Friday — and most of it went the house's way in the same hour. The chart pick published …
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Yields reverse back through the buyback within hours — 10-year 4.692%, 30-year 5.234% — as Walmart's double beat is sold 9% and Bitcoin holds a new local high above 71,500
A midday tape names a new collision: the public sector's refinancing wall and the private sector's AI build-out are competing for capital at the same window, and the long end is where they m…
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Treasury doubles its long-end buyback support to $4B — 30-year yield falls to 5.207% as Health Care leads a tape where semis refuse to bounce
A tech-led divergence dominates the midday tape after the Treasury said it will double its liquidity-support buybacks for longer-dated debt, pulling long yields down from levels near 19-year…
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Semis get rejected at the overhead line — SOXX -6.1%, SMH back below its 50-day — while the new sovereign-bond watch says this selloff isn't a rates story
A tech-led selloff dominates the midday tape, with semis bearing the heaviest weight while defensives — Health Care, Staples, and Energy — hold in positive territory.
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The optics chain gets paid at midday — semis reclaim their 50-day lines while the broad tape drifts, and Fabrinet reports into the repricing
A split tape at midday: semis are being paid — Coherent +9.7% and Sandisk +9.2%, both reclaiming their 50-day averages, while the whole semi complex (SOXX, SMH, XSD, SMHX) crosses back above…
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The macro week breaks at the last print — retail and Michigan miss, bonds slip the floor, and Lumentum runs from the middle
The benign inflation week broke at its last two prints. Retail sales fell −0.6% in July against +0.1% expected — negative on every cut — and Michigan sentiment collapsed to 51.0 from 55.2, w…
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Quiet index, violent sorting — memory rips, Cisco pays for its beat, and the bonds reclaim the floor
A quiet day where it's usually loud, and loud where it's usually quiet: the indices drift (SPY +0.5%, QQQ +1.0%, VIX at 14.6, below 15), while under the surface the market runs the same sort…
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The referendum passes at midday — neoclouds vertical, semis re-bid, and the yen refuses to stand down
CPI printed at the poll — +0.1% headline, 3.4% on the year, +0.2% core — and the tape took the dovish branch at full width: Nasdaq up, semis ripping, vol crushed further, and the neocloud be…
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Flat tape, crushed vol — the market has pre-decided CPI while the morning's printers get sorted
The midday tape is nearly flat at the index level, with large-caps barely negative and small-caps edging higher, while single-stock moves do the real work in both directions. The louder fac…
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TSMC prints +45%, the rotation pays the whole chain — and the bond coil leaks into the referee
A nearly flat index tape hides the busiest layer map in weeks: TSMC's monthly sales print anchors the demand side, the toll collectors and the software layer get paid, the crowded US semi wr…
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Payrolls went negative, the bond veto died on appeal, and software went vertical
The widest payrolls dispersion in memory resolved below its lowest estimate: minus 23,000 jobs, the first negative print of the cycle, against a consensus of 80,000. Bonds bid within the hou…
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Everyone is watching the software wreck. The line that matters is breaking in bonds.
The screens say software crash, and three names are indeed losing a fifth of their value. But the spillover is decaying by the hour — the co-accused are being released while the defendants s…
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The index went nowhere and the market changed horses underneath it
A flat tape with a lot going on inside it. The Nasdaq has gone red while the Dow holds close to a percent higher, the semiconductor complex is handing back a slice of yesterday's 6.80%, and …
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Palantir +27%, and the market buys back the exact corner it sold
Broadly green, and the shape is the story: the semiconductor complex the tape spent two sessions selling is today's strongest thing, while yesterday's winners — the Mag names that closed the…
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The ones that hadn't moved — hyperscalers surge, MMYT takes its line, QQQ presses the decision line
Broadly green and risk-on at midday — and the story is the names that had not moved: the hyperscaler trio up around five percent each, the Mag complex waking after nineteen months of sideway…
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The advance fizzles into the stamp — Amazon +13, Apple −9, and a paradox in the breadth
The loud opens lasted half an hour: SOXX opened up 4% and gave most of it back, the Nasdaq opened above its shelf and sold back inside, Eaton opened +9% and settled at +5. What is left is a …
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Thursday, July 30, 2026
A technology-led tape by midday, with semis pulling the Nasdaq-100 sharply higher while Communications and Staples drag; the broad index reads risk-on but the gains are concentrated.
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SOXX breaks its floor on FOMC day — the sell-off spares only the testers
The third leg of the chip sell-off arrived in US hours and broke the line: SOXX through Tuesday's 480.50 flush-low with the Fed decision still ahead at 14:00 ET. But this is not Korea's bloc…
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Tuesday, July 28, 2026
The flush lasted forty-five minutes. What got bought back — and what didn't — is the cleanest map of who owns this tape since April.
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Monday, July 27, 2026
The handoff stopped being a thesis today and became a tape. The semiconductor complex is being sold across the board — AMD down more than seven percent, Micron near five, Nvidia itself down …
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Friday, July 24, 2026
A split tape with a rotation underneath: the season's best semiconductor print is being sold hard — Intel round-tripped its entire 12% after-hours gap and trades below yesterday's close — wh…
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Thursday, July 23, 2026
A sharp risk-off midday with a single trigger: crude traded through $100 on Gulf escalation fears, and the equity tape repriced fast — the Nasdaq complex down two percent and more, Tesla in …
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Wednesday, July 22, 2026
By midday the tape is split along old fault lines — defensives and materials leading, software and cloud dragging, small-caps lagging the large-cap indices.
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Tuesday, July 21, 2026
By midday the tape is broadly risk-on, led by a decisive surge in semiconductors while software slips below a key average and volatility fades.
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Monday, July 20, 2026
A narrow tech-led bid by midday, with semis pulling the Nasdaq-100 higher while most defensive and rate-sensitive sectors sit in the red.
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Friday, July 17, 2026
A session of two tapes: the semiconductor complex broke its June floors at the open — SOXX traded below 499 — and spent the morning buying the entire break back to the 530 line, while the re…
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Thursday, July 16, 2026
A rotational tape by midday: Technology sags under a semiconductor rout while defensive and income-oriented sectors carry the index complex, leaving the S&P 500 (SPY) off 0.47 percent and th…
32 editions · new every trading day at 12:30 ET · the Morning 10 opens the day at 09:45 CET →
FAQ · from the current data · as of 2026-08-28
The Midday 10 — Q&A
What is The Midday 10?
Ten-point intraday US market read around 12:30 New York on trading days, with dated permalinks. Hub: /midday-10/.
How often does The Midday 10 publish, and how many editions are there?
Mon–Fri ~12:30 New York; 32 editions are archived on this page, the latest "Daylight doubles the punishments — Rubrik −11%, IREN −12%, Marvell −9% extend their overnight sells while the old-guard Mag 7 catches the bid." dated Aug 28, 2026.
Is this investment advice?
No. Closelook publishes an investment research diary — human-reviewed, AI-supported — not investment advice. Past performance is no indication of future performance.