Market state
Market Temperature
Reading builds after US close. First snapshot lands tonight.
Full lab →Daily check-in · 2026-05-11
Monday, May 11, 2026. Everything fresh from the ecosystem on one page.
Market state
Reading builds after US close. First snapshot lands tonight.
Full lab →Fresh editorial
Closelook Daily Pulse: Rubin Build-Out 100 surges 6.9% weekly as cointegration breaks signal regime transition. Temperature holds at 61.
Read today's pulse →This week
INTC +437% in seven months after NVIDIA's $23.28 entry. Pattern 03 — NVIDIA Strategic Authority Investment — is alive this week with the Corning $3.2B optics deal. Capital is the quietest signal and the most reliable.
Read the signal →Latest newsletter
Earnings revisions, sentiment, technicals, and seasonality point to more upside ahead.
Read →Functional indices
Four thematic indices tracking the AI capital buildout from semis to software. Full constituents + performance on each index page.
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