the tape · 2026-10-07BULL▼ -19.1%GLND▼ -9.7%GPRO▼ -7.6%MSTR▼ -6.8%CAT▼ -5.7%NBIS▼ -5.1%MU▲ +4.1%COIN▼ -3.9%ASTS▼ -3.9%VST▲ +3.9%SMCI▲ +3.4%AVAV▼ -3.3%GEV▼ -3.1%ARM▼ -2.7%LLY▲ +2.7%RDDT▲ +2.5%SPCX▼ -2.5%NEM▼ -2.4%META▼ -2.4%HPE▲ +2.3%
Video · 2026-08-18
AMD down 4.3% on ARK Nvidia rotation
The catalyst: ARK Nvidia rotation.
AMD surged 562% on AI deals but needs 320 million new shares to fund them, and insiders are selling—signaling doubts about future profitability despite the hype.
As reported: “AMD: On Dilution And Insider Sales” — SeekingAlpha, 2026-08-18.
What happened after
T+1 -3.7%T+5 -1.1%T+20 +5.8%
More: AMD move history · track record · that day's brief · watch on YouTube
The brief, in your inbox
One email every market morning. What moved, why, and what happened after.