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Midday: Chip-Software Split Widens, Energy Only Shelter

The chip-software split widens; energy is the only shelter

In this edition

ELF VEEV CRWD PAC SHLS SE SPY GLD

The Midday 10 Mon, Aug 31, 2026 ~60 seconds 12:30 ET

A mildly negative tape by midday, with small-caps and rate-sensitive sectors leading lower while Technology and Energy hold in positive territory.

US midday, intraday quotes (delayed)

  1. e.l.f. Beauty
  2. Veeva Systems
  3. CrowdStrike
  4. Grupo Aeroportuario del Pacífico
  5. Shoals Technologies
  6. Sea Limited
  7. ETF board
  8. Gold
  9. Long bonds and dollar
  10. Fabless semis and the morning semi-vs-software read

The ten lines

  1. 1

    UP e.l.f. Beauty

    ELF

    ELF is up 4.51% to 108.8 by midday, one of the broader market's more notable outliers on a soft tape. With no single obvious catalyst, the move reads as technical or flow-driven against a generally defensive session.

  2. 2

    UP Veeva Systems

    VEEV

    VEEV adds 3.95% to 287.63, a meaningful gain for a large-cap life-sciences software name on a day when the broader Software (IGV) complex is only fractionally green. The stock is among the cleaner gainers on the midday tape.

  3. Trade the Look The Compound — growth with no tech inside: the fourth wikifolio, in its test phase, as a certificate later in 2026. See the wikifolio →
  4. 3

    UP CrowdStrike

    CRWD

    CRWD rises 3.89% to 226.91, running alongside the softly positive Software (IGV) and a flat-to-green Technology sector. It matters twice today: CrowdStrike is one of the five prints whose scoring window closes at tonight's bell, and by midday it has climbed back to within a point of Thursday's post-print close.

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C · line 11 · members

Today in line 11: the fabless-semi-vs-software spread into the close — and where the five verdict windows stand going into their final hours.

The privileged, actionable read — what we do, and at which level — is in line 11, for members only.

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Further reading on Closelook

Ten lines on the US midday tape, not advice — an investment diary. Published every trading day at 12:30 ET. See The Morning 10 and the Daily Pulse.