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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. Watchpoint US session · Jul 28, 05:46 AM

    KLA Corporation ▼ -3.40%

    KLA Corporation closed 203.36 (-3.40% vs 210.52). packaging watchpoint.

    Tagged KLACPATTERN-03US
  2. Watchpoint US session · Jul 28, 05:46 AM

    Western Digital ▼ -4.21%

    Western Digital closed 497.92 (-4.21% vs 519.80). storage watchpoint.

    Tagged WDCPATTERN-03US
  3. Watchpoint US session · Jul 28, 05:46 AM

    Onto Innovation ▼ -3.77%

    Onto Innovation closed 262.33 (-3.77% vs 272.62). packaging watchpoint.

    Tagged ONTOPATTERN-03US
  4. Watchpoint US session · Jul 28, 05:46 AM

    Cadence Design Systems ▲ +3.79%

    Cadence Design Systems closed 338.61 (+3.79% vs 326.24). eda watchpoint.

    Tagged CDNSPATTERN-03US
  5. Watchpoint US session · Jul 28, 05:46 AM

    Amkor Technology ▼ -6.54%

    Amkor Technology closed 60.71 (-6.54% vs 64.96). packaging watchpoint.

    Tagged AMKRPATTERN-03US
  6. Watchpoint US session · Jul 28, 05:46 AM

    Coherent ▼ -13.38%

    Coherent closed 271.31 (-13.38% vs 313.22). optical-photonics watchpoint.

    Tagged COHRPATTERN-03US
  7. Watchpoint US session · Jul 28, 05:46 AM

    USL (12-Month Crude Strip) ▼ -3.77%

    USL (12-Month Crude Strip) closed 49.83 (-3.77% vs 51.78). commodity watchpoint.

  8. Watchpoint US session · Jul 28, 05:46 AM

    Lumentum ▼ -6.69%

    Lumentum closed 711.96 (-6.69% vs 762.99). optical-photonics watchpoint.

    Tagged LITEPATTERN-03US
  9. Market wrap AS · Jul 28, 05:30 AM

    Asia close: Nikkei -3.79%, KOSPI -10.1% — KOSPI -10.1% drags Asia

    KOSPI -10.1% drags Asia. Nikkei -3.79% · HSI -0.11%.

  10. Market note AH · Jul 27, 11:40 PM

    Money Temperature · Mixed / transitional — 1 heating / 3 cooling

    Regime read: Mixed / transitional (low). Largest swing: De-dollarization -33.50 (cooling).

  11. Market note AH · Jul 27, 11:20 PM

    Rubin 100 · Sector rotation — S21 → S19

    Rubin sector rotation: S21 → S19 leads at 7.35%.

  12. Earnings drift AH · Jul 27, 11:00 PM

    SAAB-B.ST PEAD continuation: T+3 ↑LONG confirmed at T+5 (CAR +15.25%)

    T+3 said ↑LONG at +14% CAR; T+5 extends to +15.25%. Drift survived the classical post-earnings window.

  13. Cross-asset AH · Jul 27, 10:00 PM

    Cross-asset day: VIX 18.7, DXY 101.51, 10Y 4.68% — mixed regime

    VIX at 18.7 — mixed.

  14. Earnings drift AH · Jul 27, 09:31 PM

    TXN · PEAD → 9

    Texas Instruments reported Q2 2026 EPS of $2.14 on 2026-07-22, beating the $1.91 consensus by $0.23 (+12.0%).

    Tagged TXNRUBINNASDAQUS
  15. Earnings drift AH · Jul 27, 09:31 PM

    TSLA · PEAD ↓ 100

    Tesla reported Q2 2026 EPS of $0.04 on 2026-07-22, missing the $0.32 consensus by $0.28 (−87.5%).

    Tagged TSLAAAPLAMDAVGOAMATCDNSNASDAQUS
  16. Earnings drift AH · Jul 27, 09:31 PM

    TIETO.HE · PEAD ↑ 47

    Tietoevry reported Q2 2026 EPS of €0.32 on 2026-07-22, missing the €0.35 consensus by €0.03 (-8.6%).

  17. Earnings drift AH · Jul 27, 09:30 PM

    TEMN.SW · PEAD → 1

    Temenos reported Q2 2026 EPS of 1.31 on 2026-07-22, beating the 1.29 consensus by 0.02 (+1.6%).

  18. Market note AH · Jul 27, 09:18 PM

    Euro-AI 50 · 1-month leaders — HAG.DE +24.03% / NBIS -27.69%

    Through July 27, 2026: Hensoldt leads Euro-AI 50 over the last 21 sessions at +24.03%, Nebius Group trails at -27.69%. 61/65 constituents covered.

  19. Market note AH · Jul 27, 09:15 PM

    Euro-AI 50 · Daily leaders — DSY.PA +9.56% / NBIS -15.02%

    Through July 27, 2026: Dassault Systèmes leads Euro-AI 50 over the close at +9.56%, Nebius Group trails at -15.02%. 61/65 constituents covered.

  20. Market note AH · Jul 27, 09:12 PM

    HALO 100 · 1-month leaders — HAG.DE +24.03% / FLNC -31.95%

    Through July 27, 2026: Hensoldt leads HALO 100 over the last 21 sessions at +24.03%, Fluence Energy trails at -31.95%. 94/100 constituents covered.