Tape · US
US.
US-session entries — regular hours and Europe overlap. The 13:15 UTC Pre-US Setup anchors the open; event cards attach throughout the session.
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Latest cards · US
No US-window entries yet.
Pre-US Setup fires weekdays at 13:15 UTC. B2 signals and Type-C cards can attach during the US cash session.
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Into US open: S&P futures +0.18%, DAX +1.08% — HSI -2.6% drags Asia
HSI -2.6% drags Asia. SPY +0.18% · VIX 16.1.
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Friday setup · 3 macro · 0 universe earnings
3 Tier-1 macro prints scheduled today. Light earnings.
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🇺🇸 ISM Mfg PMI 54.5 pts ▲
ISM Mfg PMI 54.5 pts (vs prior, down).
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🇺🇸 US Initial Claims 197 k ▼
US Initial Claims 197 k (vs prior, down).
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🇺🇸 US Initial Claims 197 k ▼
US Initial Claims 197 k (vs prior, down).
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Cadence Design Systems ▲ +6.22%
Cadence Design Systems closed 350.73 (+6.22% vs 330.19). eda watchpoint.
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Micron ▲ +3.03%
Micron closed 1097.39 (+3.03% vs 1065.11). memory-hbm watchpoint.
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Fabrinet ▲ +6.40%
Fabrinet closed 451.44 (+6.40% vs 424.27). optical-photonics watchpoint.
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Coherent ▲ +10.90%
Coherent closed 319.19 (+10.90% vs 287.81). optical-photonics watchpoint.
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Lumentum ▲ +7.67%
Lumentum closed 1045.78 (+7.67% vs 971.26). optical-photonics watchpoint.
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🇺🇸 SIA Global Billings $146.8B
SIA Global Billings: $146.8B.
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Pre-US Setup · October 1, 2026
Pre-US setup.
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Thursday setup · 2 macro · 0 universe earnings
2 Tier-1 macro prints scheduled today. Light earnings.
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Amkor Technology ▼ -3.25%
Amkor Technology closed 52.38 (-3.25% vs 54.14). packaging watchpoint.
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Into US open: S&P futures -0.18%, DAX -0.22% — BoJ rate 1.25 %
BoJ rate 1.25 %. SPY -0.18% · VIX 16.2.
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Wednesday setup · 1 macro · 1 universe earnings
1 macro print + 1 universe earnings on the calendar.
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🇺🇸 US Initial Claims 197 k ▼
US Initial Claims 197 k (vs prior, down).
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KLA Corporation ▲ +3.89%
KLA Corporation closed 196.53 (+3.89% vs 189.17). packaging watchpoint.
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Onto Innovation ▲ +5.52%
Onto Innovation closed 304.69 (+5.52% vs 288.74). packaging watchpoint.
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Fabrinet ▲ +3.45%
Fabrinet closed 424.12 (+3.45% vs 409.96). optical-photonics watchpoint.
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Coherent ▲ +3.46%
Coherent closed 292.21 (+3.46% vs 282.45). optical-photonics watchpoint.
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Lumentum ▲ +5.66%
Lumentum closed 973.49 (+5.66% vs 921.32). optical-photonics watchpoint.
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🇺🇸 SIA Global Billings $146.8B
SIA Global Billings: $146.8B.
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Into US open: S&P futures -0.74%, DAX +0.72% — Nikkei -1.3% drags Asia
Nikkei -1.3% drags Asia. SPY -0.74% · VIX 15.9.
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Tuesday setup · 0 macro · 1 universe earnings
1 universe earnings reporting today. No major macro.
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Vertiv ▼ -3.65%
Vertiv closed 244.04 (-3.65% vs 253.28). power-cooling watchpoint.
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Coherent ▼ -4.52%
Coherent closed 282.45 (-4.52% vs 295.83). optical-photonics watchpoint.
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Into US open: S&P futures +0.54%, DAX +0.25% — FOMC 4 %
FOMC 4 %. SPY +0.54% · VIX 16.3.
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Monday setup · 0 macro · 0 universe earnings
Quiet calendar day. See watchpoints for active windows.
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🇺🇸 US Initial Claims 197 k ▼
US Initial Claims 197 k (vs prior, down).
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🇺🇸 FOMC 4 % =
FOMC 4 % (vs prior, down).
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Vertiv ▲ +3.25%
Vertiv closed 253.28 (+3.25% vs 245.30). power-cooling watchpoint.
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Fabrinet ▲ +4.78%
Fabrinet closed 417.39 (+4.78% vs 398.36). optical-photonics watchpoint.
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🇺🇸 SIA Global Billings $146.8B
SIA Global Billings: $146.8B.
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Into US open: S&P futures -0.08%, DAX +0.81% — FOMC 4 %
FOMC 4 %. SPY -0.08% · VIX 15.0.
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Friday setup · 0 macro · 0 universe earnings
Quiet calendar day. See watchpoints for active windows.
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🇺🇸 US Initial Claims 197 k ▼
US Initial Claims 197 k (vs prior, down).
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🇺🇸 FOMC 4 % =
FOMC 4 % (vs prior, down).
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Western Digital ▼ -4.94%
Western Digital closed 450.31 (-4.94% vs 473.69). storage watchpoint.
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Cadence Design Systems ▲ +4.18%
Cadence Design Systems closed 322.00 (+4.18% vs 309.09). eda watchpoint.