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Tape · Live

Tape.

Price-action news for the names we cover, surfaced from the noise. Not what CNBC leads with; not what's buried at the bottom of the Bloomberg wire. The thread that moves our universe.

Methodology

  1. Earnings reaction Europe session · Jul 22, 01:30 PM

    5 universe earnings BMO · July 22, 2026

    5 reports BMO session. 2 beats · 1 misses.

    Tagged 6723.TCMEGEVIRDMTDYRUBINHALO
  2. Market wrap US session · Jul 22, 01:15 PM

    Into US open: S&P futures +0.83%, DAX +0.55% — KOSPI +4.4% leads Asia

    KOSPI +4.4% leads Asia. SPY +0.83% · VIX 17.4.

  3. Earnings drift Europe session · Jul 22, 01:01 PM

    NFLX PEAD T+3: -6.8% cumulative — Netflix

    Three-day drift: -6.8% cumulative vs pre-print baseline. The PEAD window's tell on whether the print is being absorbed or fought.

    Tagged NFLXAW25NASDAQ
  4. Earnings drift Europe session · Jul 22, 01:01 PM

    TSM PEAD T+3: +1.22% cumulative — TSMC

    Three-day drift: +1.22% cumulative vs pre-print baseline. The PEAD window's tell on whether the print is being absorbed or fought.

  5. Earnings drift Europe session · Jul 22, 01:01 PM

    ASML T+5 absorption: +1.46% cumulative — ASML

    Five-session check: +1.46% cumulative. Does the print stick a week in, or has the market re-priced it back to neutral?

  6. The day ahead US session · Jul 22, 01:00 PM

    Wednesday setup · 0 macro · 16 universe earnings

    16 universe earnings reporting today. No major macro.

    Tagged 6723.TCMEDSV.COGEVGOOGLIBMIRDMNOWTDYTEMN.SWRUBINHALOAW25NASDAQEURO-AIUS
  7. Watchpoint US session · Jul 22, 05:48 AM

    Western Digital ▲ +12.51%

    Western Digital closed 548.39 (+12.51% vs 487.42). storage watchpoint.

    Tagged WDCPATTERN-03US
  8. Watchpoint US session · Jul 22, 05:48 AM

    KLA Corporation ▲ +4.80%

    KLA Corporation closed 217.56 (+4.80% vs 207.60). packaging watchpoint.

    Tagged KLACPATTERN-03US
  9. Watchpoint US session · Jul 22, 05:48 AM

    Onto Innovation ▲ +7.36%

    Onto Innovation closed 299.05 (+7.36% vs 278.54). packaging watchpoint.

    Tagged ONTOPATTERN-03US
  10. Watchpoint US session · Jul 22, 05:48 AM

    Amkor Technology ▲ +6.67%

    Amkor Technology closed 66.73 (+6.67% vs 62.56). packaging watchpoint.

    Tagged AMKRPATTERN-03US
  11. Watchpoint US session · Jul 22, 05:48 AM

    Cadence Design Systems ▲ +4.46%

    Cadence Design Systems closed 344.64 (+4.46% vs 329.93). eda watchpoint.

    Tagged CDNSPATTERN-03US
  12. Watchpoint US session · Jul 22, 05:48 AM

    Vertiv ▲ +4.40%

    Vertiv closed 304.50 (+4.40% vs 291.67). power-cooling watchpoint.

    Tagged VRTPATTERN-03US
  13. Watchpoint US session · Jul 22, 05:48 AM

    Micron ▲ +12.17%

    Micron closed 970.82 (+12.17% vs 865.46). memory-hbm watchpoint.

    Tagged MUPATTERN-03US
  14. Watchpoint US session · Jul 22, 05:48 AM

    Fabrinet ▲ +6.69%

    Fabrinet closed 527.35 (+6.69% vs 494.26). optical-photonics watchpoint.

    Tagged FNPATTERN-03US
  15. Watchpoint US session · Jul 22, 05:48 AM

    Coherent ▲ +11.15%

    Coherent closed 317.22 (+11.15% vs 285.40). optical-photonics watchpoint.

    Tagged COHRPATTERN-03US
  16. Watchpoint US session · Jul 22, 05:48 AM

    Lumentum ▲ +9.41%

    Lumentum closed 837.56 (+9.41% vs 765.55). optical-photonics watchpoint.

    Tagged LITEPATTERN-03US
  17. Watchpoint US session · Jul 22, 05:47 AM

    🇺🇸 SIA Global Billings $120.6B

    SIA Global Billings: $120.6B.

  18. Watchpoint US session · Jul 22, 05:47 AM

    🇺🇸 SIA Global Billings $110.5B

    SIA Global Billings: $110.5B.

  19. Market wrap AS · Jul 22, 05:30 AM

    Asia close: Nikkei +0.98%, KOSPI +4.44% — KOSPI +4.4% leads Asia

    KOSPI +4.4% leads Asia. Nikkei +0.98% · HSI -0.83%.

  20. Market note AH · Jul 21, 11:40 PM

    Money Temperature · Risk-on rally — 1 heating / 3 cooling

    Regime read: Risk-on rally (moderate). Largest swing: De-dollarization -29.00 (cooling).