the tape · 2026-08-21COIN▲ +8.2%FCX▲ +7.6%MRVL▼ -5.6%TSLA▲ +5.1%GS▲ +3.7%PLTR▲ +3.4%MS▲ +3.3%ORCL▲ +3.1%NEM▲ +3.1%ARM▼ -3.0%MRK▲ +2.4%INTC▼ -2.2%SPCX▲ +2.2%ABT▲ +2.2%SMCI▲ +2.0%VST▼ -2.0%DLR▼ -1.9%CRM▲ +1.8%PM▼ -1.7%DELL▲ +1.7%

Videos

103 shorts from the channel, each covering a single day's move. Every page pairs the video with what the stock actually did after we published it.
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GS up 3.7% on Dow rebound
T+5 — pending
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PLTR up 3.4% on breakout through $180
T+5 — pending
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GE down 3.3% on Leonardo DRS upgrade
T+5 — pending
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SPCX down 4.0% on Second Lockup Expiration
T+5 — pending
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COIN up 7.6% on Bitcoin reaching 72,500
T+5 — pending
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WMT down 9.2% on results disclosure
T+5 — pending
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AVGO down 4.6% on semiconductor peak skepticism
T+5 — pending
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COIN up 9.6% on CLARITY Act progress
T+5 — pending
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CRM up 5.1% on agentic AI strategy
T+5 — pending
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COIN up 9.6% on CLARITY Act momentum
T+5 — pending
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AVGO down 3.2% on Bond Yield Surge
T+5 — pending
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ADBE up 3.6% on semiconductor sector selloff
T+5 — pending
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AMD down 4.3% on ARK Nvidia rotation
T+5 — pending
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META down 4.4% on Federal Child Safety Trial
T+5 — pending
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INTC down 6.6% on Copilot+ PC partnership
T+5 — pending
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ORCL down 2.6% on AI infrastructure leverage
T+5 — pending
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CRM down 2.7% amid Dow Jones sell-off
T+5 — pending
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NFLX down 2.7% on 13F portfolio filing
T+5 — pending
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META down 3.5% on antitrust trial opening
T+5 — pending
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ADBE down 3.8% on AI monetization timeline
T+5 — pending
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INTC up 3% on Druckenmiller Portfolio Exit
T+5 — pending
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MSFT down 2.3% on weaker consumer data
T+5 — pending
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AMAT up 3.8% on Anthropic AI shift
T+5 — pending
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SPCX up 4.5% on detailed stake report
T+5 — pending
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AVGO down 5.9% on VMware concerns
T+5 — pending
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COIN down 3.5% on JPMorgan debanking Polymarket
T+5 +25.6%
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ORCL down 3.6% on Gas Pipeline Delay
T+5 -2.7%
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AVGO down 5.9% on Third Point exit
T+5 -6.2%
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AMD up 6.5% on compute infrastructure focus
T+5 -8.0%
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TSLA up 3.8% on Swedish Strike End
T+5 +1.5%
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CRM up 4.2% on JPMorgan upgrade
T+5 +2.0%
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ADBE up 4.5% on Burry-Ackman tech accumulation
T+5 +0.6%
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PLTR up 4.7% on Burry hedge disclosure
T+5 -2.8%
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NFLX up 5.4% on Bill Ackman buyback
T+5 +2.4%
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MSFT down 2.3% on September rate hike
T+5 -1.6%
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WMT up 2.4% on RBC's $137 Target
T+5 -1.5%
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NVDA up 3.0% on SK Hynix, Samsung rally
T+5 -2.9%
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INTC up 3.3% on $20B foundry raise
T+5 -8.1%
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META down 3.4% on Q2 portfolio updates
T+5 -5.7%
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GOOGL down 3.8% as AI spending bill balloons
T+5 +0.3%
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ORCL down 3.7% on growth stock rotation
T+5 -6.2%
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SPCX down 3.9% as post-earnings slide deepens
T+5 -4.4%
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GOOGL down 3.8% on regulatory AI pressure
T+5 +0.1%
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SPCX down 3.9% on earnings report
T+5 +7.5%
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PLTR down 6.1% ahead of earnings
T+5 -1.3%
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SPCX down 6.7% on Tesla earnings miss
T+5 -2.4%
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AMD up 8.1% on Microsoft AI deal
T+5 -16.5%
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INTC up 8.6% on chipmaker strength
T+5 -18.2%
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MSFT up 2.2% on BofA analyst reaffirmation
T+5 -3.3%
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TSLA down 3.0% on Trump comments
T+5 -16.3%
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ORCL down 4.0% on AMD Helios infrastructure launch
T+5 -1.2%
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META down 2.8% on AI capex concerns
T+5 -8.0%
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SPCX down 5.4% on IPO price breach
T+5 -5.3%
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NFLX down 7.3% on Affleck AI acquisition
T+5 +4.1%
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AMAT down 5.6% on semiconductor bear market
T+5 +1.2%
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SPCX down 5.4% on Netflix tumble
T+5 -7.2%
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NFLX down 7.3% on earnings guidance miss
T+5 +1.7%
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AMD down 5.3% on chip sector decline
T+5 +7.7%
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INTC down 5.8% on Q2 earnings
T+5 +3.4%
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ORCL down 6.2% on 52-week low
T+5 -3.4%
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AAPL up 4.0% on TSMC record Q2 earnings
T+5 -0.5%
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INTC down 4.4% on chip sector selloff
T+5 -0.4%
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NVDA up 4.1% on Dow Futures Rally
T+5 -2.1%
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ADBE down 4.3% on IBM guidance miss
T+5 +2.9%
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INTC up 4.5% on geopolitical tensions easing
T+5 -2.1%
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CRM up 4.8% on Air Force Deal
T+5 +1.5%
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INTC down 6.1% on US-Iran tensions
T+5 -5.9%
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ORCL down 6.5% on cloud-to-chip capital shift
T+5 -7.7%
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NVDA up 4.0% on 2028 Rack Delay
T+5 -0.1%
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SPCX down 4.5% on Asian chip rout
T+5 -13.9%
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AAPL up 4.8% on tech sector outperformance
T+5 +1.5%
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META down 4.9% on Claude engineer restriction
T+5 +9.4%
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INTC down 5.3% on AI-classroom expansion
T+5 -8.7%
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TSLA down 7.5% on Rivian's 2026 guidance
T+5 +3.6%
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V up 3.1% on Piper Sandler Initiation
T+5 -3.6%
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AMD down 4.3% on profitability pivot
T+5 +7.7%
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NFLX up 4.7% on Omnicom ad deal
T+5 -5.5%
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META down 4.9% on messier payoff timeline
T+5 +14.8%
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AAPL up 4.8% on Flight to Quality
T+5 +2.2%
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INTC down 5.3% on Cramer Growth Commentary
T+5 -8.7%
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META up 8.8% on AI cloud business plan
T+5 +3.0%
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COIN down 3.6% on Base outage
T+5 +9.0%
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INTC up 6.0% on ASUS partnership
T+5 -21.0%
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TSLA up 8.5% on Sunrun Energy Deal
T+5 -2.2%
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ADBE up 4.8% on $25B share buyback
T+5 +7.6%
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MSFT up 5.7% on CoreWeave AI backlog
T+5 +3.7%
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ORCL down 2.6% on delayed OpenAI IPO
T+5 -3.2%
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QCOM down 7.6% on margin headwinds
T+5 -1.5%
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AVGO down 3.7% on Jalapeño AI announcement
T+5 +2.4%
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ADBE up 4.8% on Topaz Labs acquisition
T+5 +7.6%
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MSFT up 5.7% on valuation reset
T+5 +3.7%
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LLY up 7.1% on new all-time highs
T+5 -0.7%
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QCOM up 3.8% on data center wins
T+5 -1.5%
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PLTR down 5.5% on Cathie Wood buy
T+5 +17.4%
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AAPL down 6.1% on device price hikes
T+5 +12.2%
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ORCL down 4.6% on 21k job cuts
T+5 -9.5%
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HD up 5.7% on $400 price target
T+5 +2.3%
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COIN down 5.1% on Bitcoin freefall
T+5 +6.1%
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TSLA down 5.8% on EU May registrations
T+5 +13.3%
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INTC down 6.1% on chip sector rout
T+5 -3.5%
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QCOM down 8% on tech sell-off
T+5 -7.8%
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ORCL down 5.0% on 10-K filing
T+5 -15.6%
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NVDA up 3.0% on Material 8-K Filing
T+5 -8.6%

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One email every market morning. What moved, why, and what happened after.