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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. Market wrap US session · Jul 2, 01:15 PM

    Into US open: S&P futures -0.14%, DAX +1.69% — KOSPI -5.5% drags Asia

    KOSPI -5.5% drags Asia. SPY -0.14% · VIX 16.5.

    Tagged RUBINHALOEURO-AIAW25USEuropeGermany
  2. The day ahead US session · Jul 2, 01:00 PM

    Thursday setup · 4 macro · 0 universe earnings

    4 Tier-1 macro prints scheduled today. Light earnings.

    Tagged US
  3. Economic data US session · Jul 2, 12:31 PM

    🇺🇸 ISM Mfg PMI 53.3 pts ▲

    ISM Mfg PMI 53.3 pts (vs prior, up).

    Tagged US
  4. Watchpoint US session · Jul 2, 05:48 AM

    Western Digital ▼ -6.32%

    Western Digital closed 598.37 (-6.32% vs 638.72). storage watchpoint.

    Tagged WDCPATTERN-03US
  5. Watchpoint US session · Jul 2, 05:48 AM

    KLA Corporation ▼ -11.77%

    KLA Corporation closed 266.19 (-11.77% vs 301.71). packaging watchpoint.

    Tagged KLACPATTERN-03US
  6. Watchpoint US session · Jul 2, 05:48 AM

    Onto Innovation ▼ -7.16%

    Onto Innovation closed 351.36 (-7.16% vs 378.45). packaging watchpoint.

    Tagged ONTOPATTERN-03US
  7. Watchpoint US session · Jul 2, 05:48 AM

    Amkor Technology ▼ -7.24%

    Amkor Technology closed 79.99 (-7.24% vs 86.23). packaging watchpoint.

    Tagged AMKRPATTERN-03US
  8. Watchpoint US session · Jul 2, 05:48 AM

    Eaton ▼ -3.24%

    Eaton closed 412.31 (-3.24% vs 426.12). power-cooling watchpoint.

    Tagged ETNPATTERN-03US
  9. Watchpoint US session · Jul 2, 05:48 AM

    Vertiv ▼ -6.99%

    Vertiv closed 311.42 (-6.99% vs 334.82). power-cooling watchpoint.

    Tagged VRTPATTERN-03US
  10. Watchpoint US session · Jul 2, 05:48 AM

    Micron ▼ -10.57%

    Micron closed 1032.28 (-10.57% vs 1154.29). memory-hbm watchpoint.

    Tagged MUPATTERN-03US
  11. Watchpoint US session · Jul 2, 05:48 AM

    Coherent ▼ -6.55%

    Coherent closed 368.65 (-6.55% vs 394.47). optical-photonics watchpoint.

    Tagged COHRPATTERN-03US
  12. Watchpoint US session · Jul 2, 05:48 AM

    Lumentum ▼ -6.63%

    Lumentum closed 801.16 (-6.63% vs 858.06). optical-photonics watchpoint.

    Tagged LITEPATTERN-03US
  13. Watchpoint US session · Jul 2, 05:48 AM

    TLT (20+ Year Treasuries) ▼ -1.04%

    TLT (20+ Year Treasuries) closed 85.52 (-1.04% vs 86.42). rates watchpoint.

    Tagged TLTUS
  14. Watchpoint AS · Jul 2, 05:47 AM

    🇰🇷 Korea Exports 70.9 ▲

    Korea Exports: 70.9 vs prior 53.4 (up vs prior).

    Tagged HALOKorea
  15. Watchpoint AS · Jul 2, 05:47 AM

    🇰🇷 Korea Trade Balance 36.15 ▲

    Korea Trade Balance: 36.15 vs prior 26.95 (up vs prior).

    Tagged HALOKorea
  16. Economic data AS · Jul 2, 05:46 AM

    🇨🇳 CN NBS Mfg PMI 50.3 pts ▲

    CN NBS Mfg PMI 50.3 pts (vs prior, up).

    Tagged China
  17. Market wrap AS · Jul 2, 05:30 AM

    Asia close: Nikkei -1.92%, KOSPI -5.5% — KOSPI -5.5% drags Asia

    KOSPI -5.5% drags Asia. Nikkei -1.92% · HSI +1.19%.

    Tagged RUBINHALOEURO-AIAW25JapanHong KongKoreaTaiwan
  18. Market note AH · Jul 1, 11:40 PM

    Money Temperature · Mixed / transitional — 2 heating / 2 cooling

    Regime read: Mixed / transitional (low). Largest swing: Risk vs Haven +31.00 (heating).
  19. Earnings drift AH · Jul 1, 11:00 PM

    MU PEAD reversal: T+3 ↑LONG faded — T+5 closes -3.51%

    T+3 said ↑LONG at +7.88% CAR; T+5 reverses to -3.51%. The market re-priced the print.

    Tagged MURUBINNASDAQ
  20. Cross-asset AH · Jul 1, 10:00 PM

    Cross-asset day: VIX 16.6, DXY 101.42, 10Y 4.42% — mixed regime

    VIX at 16.6 — mixed.