Tape · Index
AW40 — News & analysis
Updates on the AW40 (Agentic Winners 40) index — 40 names across four ABR-gated tiers tracking who captures the value of agentic AI.
AI-generated — produced automatically by Closelook’s systems under this site’s editorial policy.
Latest AW40 cards
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The feed updates as cards land. Tape generators run weekdays on the cron schedule documented in the methodology.
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Earnings reaction AH · Aug 11, 08:30 PM
6 universe earnings · August 11, 2026
6 reports. 1 beats · 2 misses.
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Market wrap AH · Aug 11, 08:15 PM
US close: S&P -0.23%, NDX -0.56% — Nikkei +2.1% leads Asia
Nikkei +2.1% leads Asia. S&P -0.23% · NDX -0.56%.
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Market wrap US session · Aug 11, 01:15 PM
Into US open: S&P futures -0.03%, DAX +0.28% — Nikkei +2.1% leads Asia
Nikkei +2.1% leads Asia. SPY -0.03% · VIX 15.5.
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The day ahead US session · Aug 11, 01:00 PM
Tuesday setup · 0 macro · 6 universe earnings
6 universe earnings reporting today. No major macro.
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Earnings drift Europe session · Aug 11, 11:30 AM
035720.KO · PEAD → 0
Kakao reported Q2 2026 results on 2026-08-06; consensus EPS was 381.82 KRW (actual not yet in our feed).
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Market wrap AS · Aug 11, 05:30 AM
Asia close: Nikkei +2.08%, KOSPI +1.61% — Nikkei +2.1% leads Asia
Nikkei +2.1% leads Asia. Nikkei +2.08% · HSI -0.63%.
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Earnings drift AH · Aug 10, 11:00 PM
MELI PEAD continuation: T+3 ↓SHORT confirmed at T+5 (CAR -6.34%)
T+3 said ↓SHORT at -5.44% CAR; T+5 extends to -6.34%. Drift survived the classical post-earnings window.
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Earnings drift AH · Aug 10, 11:00 PM
PLTR PEAD continuation: T+3 ↑LONG confirmed at T+5 (CAR +38.91%)
T+3 said ↑LONG at +23.82% CAR; T+5 extends to +38.91%. Drift survived the classical post-earnings window.
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Earnings drift AH · Aug 10, 09:31 PM
HUBS · PEAD ↓ 100
HubSpot reported Q2 2026 EPS of $1.12 on 2026-08-05, beating the $0.71 consensus by $0.41 (+57.7%).
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Earnings drift AH · Aug 10, 09:01 PM
DUOL · PEAD → 0
Duolingo reported Q2 2026 EPS of $0.66 on 2026-08-05, beating the $0.61 consensus by $0.05 (+8.2%).
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Earnings drift AH · Aug 10, 08:31 PM
APP · PEAD ↓ 80
AppLovin reported Q2 2026 EPS of $3.76 on 2026-08-05 (after market close), beating the $3.72 consensus by $0.04 (+1.1%); prior-year EPS comparison is not available in current data.
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Earnings reaction AH · Aug 10, 08:30 PM
5 universe earnings · August 10, 2026
5 reports. 3 beats · 0 misses.
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Market wrap AH · Aug 10, 08:15 PM
US close: S&P -0.1%, NDX -0.39% — Nikkei +1.9% leads Asia
Nikkei +1.9% leads Asia. S&P -0.1% · NDX -0.39%.
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Big mover AH · Aug 10, 08:00 PM
TEM +5.78% — Tempus AI
▲ TEM +5.78% on the day. In AW25.
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Economic data US session · Aug 10, 01:15 PM
Into US open: S&P futures +0.61%, DAX +0.18% — FOMC 3.75 %
FOMC 3.75 %. SPY +0.61% · VIX 15.4.
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The day ahead US session · Aug 10, 01:00 PM
Monday setup · 0 macro · 5 universe earnings
5 universe earnings reporting today. No major macro.
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Market wrap AS · Aug 10, 05:30 AM
Asia close: Nikkei +1.87%, KOSPI +0.1% — Nikkei +1.9% leads Asia
Nikkei +1.9% leads Asia. Nikkei +1.87% · HSI +0.72%.
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Weekly recap AH · Aug 8, 06:00 PM
Week of Aug 2–Aug 8 · Money Temp Mixed / transitional
TEAM +47.6% leads the week. 90 earnings · 2 macro · Temp 63/100.
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Big mover Europe session · Aug 7, 08:00 PM
PLTR +10.32% — Palantir
▲ PLTR +10.32% on the day. In AW25.
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Big mover AS · Aug 7, 08:00 PM
TEAM +35.31% — Atlassian
▲ TEAM +35.31% on the day. In AW25.