https://closelook.net/videos/2026-10-16-directional-flow/ Closelooknet en 2026-10-17T12:00:00+00:00 AI Trends — Winners Still Lead, Rubin Fades https://closelook.net/videos/2026-10-16/directional-flow.jpg AI Trends — Winners Still Lead, Rubin Fades Directional Flow, the week to 16 October: trend strength rose most in the Agentic Winners 40 and fell most in Rubin. Among the big names it rose most in Palantir (+30), Salesforce (+25) and SAP (+25) and fell most in Micron (−24), Intel (−18) and ASML (−9); across the whole scan, heating up fastest were SABESP, Atlassian and INNIO, cooling fastest Xanadu Quantum Technologies, Zhipu AI and AXIA Energia. Narration: AI voice. https://closelook.net/videos/2026-10-16/directional-flow.mp4 86 2026-10-17T12:00:00+00:00 yes no Thomas Look no https://closelook.net/videos/2026-10-16-ai-sectors/ Closelooknet en 2026-10-17T12:00:00+00:00 AI Sectors — Application Leaders Lead, High-Speed Interconnects Lags https://closelook.net/videos/2026-10-16/ai-sectors.jpg AI Sectors — Application Leaders Lead, High-Speed Interconnects Lags The best and worst of 35 AI sectors in Rubin, the Agentic Ecosystem and the Agentic Winners 40 — the week, the month and 2026 so far. This week application leaders led (+1.5%) and high-speed interconnects trailed (−19.5%). The AI board ranks every single stock too — this week's best: Kingdee +14.6%, Veeva +9.9%, Intuit +8.6%. Narration: AI voice. https://closelook.net/videos/2026-10-16/ai-sectors.mp4 78 2026-10-17T12:00:00+00:00 yes no Thomas Look no https://closelook.net/videos/2026-10-16-global-tech/ Closelooknet en 2026-10-17T12:00:00+00:00 Global Tech — The Week on the Board https://closelook.net/videos/2026-10-16/global-tech.jpg Global Tech — The Week on the Board The week on our tech signal board to 16 October: 12 names at a new 52-week high and 15 at a new low, 30 back above their 50-day line, the share of names above it in each index, and the stocks that stood out — Asia Vital Components, Lasertec. Narration: AI voice. https://closelook.net/videos/2026-10-16/global-tech.mp4 77 2026-10-17T12:00:00+00:00 yes no Thomas Look no https://closelook.net/videos/2026-10-16-the-board/ Closelooknet en 2026-10-17T12:00:00+00:00 Sectors — Energy and Staples Gain, Tech Slows https://closelook.net/videos/2026-10-16/the-board.jpg Sectors — Energy and Staples Gain, Tech Slows Energy, Staples and Utilities gained the most ground on the sector rotation map, Tech and Communication lost the most. US sectors this week: staples +5.0% led, tech −7.7% trailed; 7 of 11 rose. Narration: AI voice. https://closelook.net/videos/2026-10-16/the-board.mp4 74 2026-10-17T12:00:00+00:00 yes no Thomas Look no https://closelook.net/videos/2026-10-16-divergence-watch/ Closelooknet en 2026-10-17T12:00:00+00:00 Market Breadth — The Leaders Are Tiring https://closelook.net/videos/2026-10-16/divergence-watch.jpg Market Breadth — The Leaders Are Tiring 15 of 26 divergences are active, 15 pointing down — risk score 54 of 100 (leadership exhaustion). Strongest: Small-cap. In the last month the S&P 500 rose 0.3%, the small caps fell 5.3%. Narration: AI voice. https://closelook.net/videos/2026-10-16/divergence-watch.mp4 69 2026-10-17T12:00:00+00:00 yes no Thomas Look no https://closelook.net/videos/2026-10-15-ai-crash-or-pause/ Closelooknet en 2026-10-15T12:00:00+00:00 AI Trade — Crash, or Just a Pause? https://closelook.net/videos/2026-10-15/ai-crash-or-pause.jpg AI Trade — Crash, or Just a Pause? Korea fell more than 8% and the Nasdaq sits right on support — is the AI trade about to crash? Chip stocks never confirmed the new high. But Anthropic just made $16.8 billion in one quarter. The test comes with Microsoft on 28 October and Datadog and Cloudflare in early November: if they deliver, this was a pause; if not, AI spending pauses in 2027 — not a crash. Narration: AI voice. https://closelook.net/videos/2026-10-15/ai-crash-or-pause.mp4 68 2026-10-15T12:00:00+00:00 yes no Thomas Look no https://closelook.net/videos/2026-10-15-ai-trade-show-me-quarter/ Closelooknet en 2026-10-15T12:00:00+00:00 AI Trade — Show-Me Quarter for 2027 https://closelook.net/videos/2026-10-15/ai-trade-show-me-quarter.jpg AI Trade — Show-Me Quarter for 2027 Two clocks on the AI trade: Korea −8.5% and Barclays' doubts on company AI spending against TSMC's record and ASML sold out into 2028. Companies rent AI rather than buy servers — Anthropic earned $1.70 per dollar of compute. The earnings of the next three weeks decide 2027. Narration: AI voice. https://closelook.net/videos/2026-10-15/ai-trade-show-me-quarter.mp4 119 2026-10-15T12:00:00+00:00 yes no Thomas Look no