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%
Videos
196 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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AVGO up 3.7% on investor day custom silicon push
T+5 — pending
▶
HTZ up 15.1% on Q2 ground transportation benchmarking
T+5 — pending
▶
INTC down 2.6% on Musk Confirms TSMC Terafab Talks
T+5 — pending
▶
CEG up 3.9% on Amazon 20-year deal
T+5 — pending
▶
VST up 3.5% on $4.2B DOE nuclear deal
T+5 — pending
▶
COIN down 3.3% on Wells Fargo Equal-Weight
T+5 — pending
▶
SPCX up 7.4% on Google's $920 million AI pact
T+5 — pending
▶
WDC down 10.2% on Toshiba AI storage doubling
T+5 — pending
▶
AVGO down 2.1% on Anthropic $42B financing
T+5 — pending
▶
NFLX down 2.5% on Sarandos growth warning
T+5 — pending
▶
CRM up 3.1% on Fresh AI Deals
T+5 — pending
▶
ACN up 15.8% on Q4 earnings
T+5 — pending
▶
ADBE up 2.9% on AI fan deal
T+5 -3.0%
▶
INTC up 3.7% on BofA AI spending call
T+5 -5.9%
▶
CEG down 4.0% on FERC grid delay
T+5 +17.9%
▶
HOOD down 3.2% on 24/7 Trading Push
T+5 -2.7%
▶
AAPL down 2.7% on John Ternus layoffs
T+5 +1.3%
▶
META up 3.2% on Cathie Wood position increase
T+5 +0.0%
▶
ORCL up 3.9% on NetApp cloud storage partnership
T+5 +5.1%
▶
AMAT up 5.2% on Morgan Stanley price target raise
T+5 +3.6%
▶
ASTS down 2.6% on Nasdaq market rout
T+5 +6.3%
▶
MDB down 18.5% on guidance cut
T+5 +7.3%
▶
AMD down 3.6% on eight point two billion World Labs acquisition
T+5 +3.9%
▶
AMAT up 2.3% on ASML comparison
T+5 +11.3%
▶
MSFT up 3.7% on Copilot code generation launch
T+5 +0.3%
▶
NBIS up 7.4% on Palantir partnership
T+5 -4.6%
▶
ORCL down 3.1% on layoffs of 2,500 workers
T+5 -5.0%
▶
PLTR up 3.7% on FAA AI deal loss
T+5 -2.5%
▶
GOOGL down 3.8% on Gemini autonomous hacking
T+5 +1.9%
▶
SPCX down 4.1% on share supply and valuation concerns
T+5 +1.7%
▶
MCD down 4.8% on Analyst/Investor Day
T+5 -3.1%
▶
ADBE down 4.5% on Q3 10-Q filing
T+5 -2.1%
▶
AMD up 9.9% on Meta's Muse AI Agent announcement
T+5 -1.2%
▶
META up 11.4% on Muse Personal AI Agent
T+5 -3.5%
▶
MSTR up 9.5% on Bitcoin trading expansion
T+5 -6.7%
▶
INTC up 12.1% on Meta Muse AI agent announcement
T+5 -4.7%
▶
NFLX down 4.7% on Wells Fargo downgrade
T+5 -0.9%
▶
SNDK up 11.0% on NAND competition for AI memory
T+5 -0.8%
▶
ORCL up 5.2% on AI backlog reaching $664 billion
T+5 -7.3%
▶
NBIS down 2.3% on Palantir provider selection
T+5 +8.2%
▶
ADBE up 5.3% on share buyback program
T+5 -7.6%
▶
AMAT down 7.1% on analyst AGS sustainability questions
T+5 +12.2%
▶
CEG down 7.1% on $715 million power plant deal
T+5 +1.4%
▶
COIN up 9.2% on CLARITY Act vote failure
T+5 +16.8%
▶
SPCX up 2.0% on $15.8B quarterly AI spending
T+5 +2.5%
▶
QCOM up 2.9% on Qualcomm-Cornelis AI partnership
T+5 +7.8%
▶
SNDK down 3.5% on Anthropic AI slowdown call
T+5 +13.8%
▶
AMAT down 3.2% on Astera Labs comparison
T+5 -2.6%
▶
AAPL up 3.6% on iPhone Duo launch
T+5 +3.2%
▶
ORCL down 5.4% on rising rate hike odds
T+5 -1.5%
▶
META up 6.6% on JPMorgan upgrade
T+5 +5.9%
▶
WTI up 2.5% on W&T Offshore profit return
T+5 -6.4%
▶
AMD up 5.9% on raised guidance
T+5 -1.7%
▶
INTC up 9.1% on $120 analyst target
T+5 -4.9%
▶
AVAV up 2.9% on Q1 earnings beat
T+5 +11.1%
▶
CEG up 4.9% on biggest AI power deal
T+5 -13.1%
▶
NFLX down 5.3% on South Africa price probe
T+5 +1.5%
▶
TSLA down 5.9% on disappointing Cybercab reveal
T+5 -3.1%
▶
ADBE down 6.7% on Q3 earnings
T+5 +0.2%
▶
NBIS up 7.5% on Palantir partnership
T+5 -15.0%
▶
SPCX up 6.4% on Nvidia exclusivity
T+5 +0.1%
▶
BE up 8.4% on S&P 500 inclusion
T+5 +1.7%
▶
CEG up 3.5% on NextEra comparison
T+5 -0.1%
▶
NVDA up 3.2% on Hugging Face acquisition
T+5 -4.4%
▶
VST up 3.9% on Bridgewater doubling stake
T+5 +2.9%
▶
ZS down 3.2% on high-value customer growth slowdown
T+5 -7.5%
▶
HPE down 2.6% on Q3 supply chain warning
T+5 +6.5%
▶
PLTR down 3.5% on Cathie Wood's $26 million stake sale
T+5 -5.8%
▶
AMAT down 3.6% on semiconductor equipment sector selloff
T+5 +6.1%
▶
ORCL down 5.2% on Cowen target cut
T+5 +14.4%
▶
ASTS down 5.6% on Rakuten network backing
T+5 +11.9%
▶
GOOGL down 2.1% on ChatGPT ad surge
T+5 -0.3%
▶
QCOM up 3.8% on Buniac promotion
T+5 +2.1%
▶
COIN up 5.3% on wallet credit pitch
T+5 -4.9%
▶
TSLA up 5.5% on Cybercab unveil
T+5 +0.1%
▶
PLTR up 4.7% on Pentagon Maven guidance
T+5 -1.8%
▶
COIN up 4.9% on bitcoin-backed mortgages launch
T+5 +1.0%
▶
ADBE up 5.7% on Stagwell partnership expansion
T+5 -1.2%
▶
NVDA up 8.7% on Cloverleaf investment
T+5 +0.2%
▶
CRM up 22.6% on Anthropic expansion
T+5 +4.9%
▶
NEM down 2.6% on 52-week high profit-taking
T+5 -4.9%
▶
PLTR up 2.8% on Maven billion-dollar milestone
T+5 -4.5%
▶
ORCL up 2.8% on Citi catalyst watch
T+5 -2.1%
▶
COIN down 2.9% on bank stablecoin push
T+5 -3.8%
▶
VST up 2.5% on $270K Insider Buy
T+5 -0.7%
▶
NEM up 2.5% on gold above $4,500
T+5 -9.3%
▶
NFLX up 2.8% on Wolfe analyst upgrade
T+5 -1.7%
▶
AMD up 4.9% on Strong Buy rating
T+5 -4.1%
▶
MA up 3.3% on cross-border growth
T+5 -1.8%
▶
AMD down 3.5% on $4.75B debt raise
T+5 +3.1%
▶
COIN down 3.8% on tokenized stock debut
T+5 +4.8%
▶
TSLA down 3.8% on China recall
T+5 +5.4%
▶
NVDA down 2.9% on customer price hike
T+5 +5.9%
▶
GS up 3.7% on Dow rebound
T+5 -0.5%
▶
PLTR up 3.4% on breakout through $180
T+5 +3.5%
▶
GE down 3.3% on Leonardo DRS upgrade
T+5 -0.6%
▶
SPCX down 4.0% on Second Lockup Expiration
T+5 +5.1%
▶
COIN up 7.6% on Bitcoin reaching 72,500
T+5 +10.7%
▶
WMT down 9.2% on results disclosure
T+5 -1.2%
▶
AVGO down 4.6% on semiconductor peak skepticism
T+5 -1.9%
▶
COIN up 9.6% on CLARITY Act progress
T+5 +13.5%
▶
CRM up 5.1% on agentic AI strategy
T+5 -0.2%
▶
COIN up 9.6% on CLARITY Act momentum
T+5 +13.5%
▶
AVGO down 3.2% on Bond Yield Surge
T+5 -6.1%
▶
ADBE up 3.6% on semiconductor sector selloff
T+5 +4.1%
▶
AMD down 4.3% on ARK Nvidia rotation
T+5 -1.1%
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META down 4.4% on Federal Child Safety Trial
T+5 +4.9%
▶
INTC down 6.6% on Copilot+ PC partnership
T+5 -9.5%
▶
ORCL down 2.6% on AI infrastructure leverage
T+5 -2.9%
▶
CRM down 2.7% amid Dow Jones sell-off
T+5 +9.5%
▶
NFLX down 2.7% on 13F portfolio filing
T+5 +5.2%
▶
META down 3.5% on antitrust trial opening
T+5 -1.7%
▶
ADBE down 3.8% on AI monetization timeline
T+5 +8.8%
▶
INTC up 3% on Druckenmiller Portfolio Exit
T+5 -15.7%
▶
MSFT down 2.3% on weaker consumer data
T+5 +1.4%
▶
AMAT up 3.8% on Anthropic AI shift
T+5 -9.5%
▶
SPCX up 4.5% on detailed stake report
T+5 -7.7%
▶
AVGO down 5.9% on VMware concerns
T+5 -8.6%
▶
COIN down 3.5% on JPMorgan debanking Polymarket
T+5 +25.6%
▶
ORCL down 3.6% on Gas Pipeline Delay
T+5 -2.7%
▶
AVGO down 5.9% on Third Point exit
T+5 -6.2%
▶
AMD up 6.5% on compute infrastructure focus
T+5 -8.0%
▶
TSLA up 3.8% on Swedish Strike End
T+5 +1.5%
▶
CRM up 4.2% on JPMorgan upgrade
T+5 +2.0%
▶
ADBE up 4.5% on Burry-Ackman tech accumulation
T+5 +0.6%
▶
PLTR up 4.7% on Burry hedge disclosure
T+5 -2.8%
▶
NFLX up 5.4% on Bill Ackman buyback
T+5 +2.4%
▶
MSFT down 2.3% on September rate hike
T+5 -1.6%
▶
WMT up 2.4% on RBC's $137 Target
T+5 -1.5%
▶
NVDA up 3.0% on SK Hynix, Samsung rally
T+5 -2.9%
▶
INTC up 3.3% on $20B foundry raise
T+5 -8.1%
▶
META down 3.4% on Q2 portfolio updates
T+5 -5.7%
▶
GOOGL down 3.8% as AI spending bill balloons
T+5 +0.3%
▶
ORCL down 3.7% on growth stock rotation
T+5 -6.2%
▶
SPCX down 3.9% as post-earnings slide deepens
T+5 -4.4%
▶
GOOGL down 3.8% on regulatory AI pressure
T+5 +0.1%
▶
SPCX down 3.9% on earnings report
T+5 +7.5%
▶
PLTR down 6.1% ahead of earnings
T+5 -1.3%
▶
SPCX down 6.7% on Tesla earnings miss
T+5 -2.4%
▶
AMD up 8.1% on Microsoft AI deal
T+5 -16.5%
▶
INTC up 8.6% on chipmaker strength
T+5 -18.2%
▶
MSFT up 2.2% on BofA analyst reaffirmation
T+5 -3.3%
▶
TSLA down 3.0% on Trump comments
T+5 -16.3%
▶
ORCL down 4.0% on AMD Helios infrastructure launch
T+5 -1.2%
▶
META down 2.8% on AI capex concerns
T+5 -8.0%
▶
SPCX down 5.4% on IPO price breach
T+5 -5.3%
▶
NFLX down 7.3% on Affleck AI acquisition
T+5 +4.1%
▶
AMAT down 5.6% on semiconductor bear market
T+5 +1.2%
▶
SPCX down 5.4% on Netflix tumble
T+5 -7.2%
▶
NFLX down 7.3% on earnings guidance miss
T+5 +1.7%
▶
AMD down 5.3% on chip sector decline
T+5 +7.7%
▶
INTC down 5.8% on Q2 earnings
T+5 +3.4%
▶
ORCL down 6.2% on 52-week low
T+5 -3.4%
▶
AAPL up 4.0% on TSMC record Q2 earnings
T+5 -0.5%
▶
INTC down 4.4% on chip sector selloff
T+5 -0.4%
▶
NVDA up 4.1% on Dow Futures Rally
T+5 -2.1%
▶
ADBE down 4.3% on IBM guidance miss
T+5 +2.9%
▶
INTC up 4.5% on geopolitical tensions easing
T+5 -2.1%
▶
CRM up 4.8% on Air Force Deal
T+5 +1.5%
▶
INTC down 6.1% on US-Iran tensions
T+5 -5.9%
▶
ORCL down 6.5% on cloud-to-chip capital shift
T+5 -7.7%
▶
NVDA up 4.0% on 2028 Rack Delay
T+5 -0.1%
▶
SPCX down 4.5% on Asian chip rout
T+5 -13.9%
▶
AAPL up 4.8% on tech sector outperformance
T+5 +1.5%
▶
META down 4.9% on Claude engineer restriction
T+5 +9.4%
▶
INTC down 5.3% on AI-classroom expansion
T+5 -8.7%
▶
TSLA down 7.5% on Rivian's 2026 guidance
T+5 +3.6%
▶
V up 3.1% on Piper Sandler Initiation
T+5 -3.6%
▶
AMD down 4.3% on profitability pivot
T+5 +7.7%
▶
NFLX up 4.7% on Omnicom ad deal
T+5 -5.5%
▶
META down 4.9% on messier payoff timeline
T+5 +14.8%
▶
AAPL up 4.8% on Flight to Quality
T+5 +2.2%
▶
INTC down 5.3% on Cramer Growth Commentary
T+5 -8.7%
▶
META up 8.8% on AI cloud business plan
T+5 +3.0%
▶
COIN down 3.6% on Base outage
T+5 +9.0%
▶
INTC up 6.0% on ASUS partnership
T+5 -21.0%
▶
TSLA up 8.5% on Sunrun Energy Deal
T+5 -2.2%
▶
ADBE up 4.8% on $25B share buyback
T+5 +7.6%
▶
MSFT up 5.7% on CoreWeave AI backlog
T+5 +3.7%
▶
ORCL down 2.6% on delayed OpenAI IPO
T+5 -3.2%
▶
QCOM down 7.6% on margin headwinds
T+5 -1.5%
▶
AVGO down 3.7% on Jalapeño AI announcement
T+5 +2.4%
▶
ADBE up 4.8% on Topaz Labs acquisition
T+5 +7.6%
▶
MSFT up 5.7% on valuation reset
T+5 +3.7%
▶
LLY up 7.1% on new all-time highs
T+5 -0.7%
▶
QCOM up 3.8% on data center wins
T+5 -1.5%
▶
PLTR down 5.5% on Cathie Wood buy
T+5 +17.4%
▶
AAPL down 6.1% on device price hikes
T+5 +12.2%
▶
ORCL down 4.6% on 21k job cuts
T+5 -9.5%
▶
HD up 5.7% on $400 price target
T+5 +2.3%
▶
COIN down 5.1% on Bitcoin freefall
T+5 +6.1%
▶
TSLA down 5.8% on EU May registrations
T+5 +13.3%
▶
INTC down 6.1% on chip sector rout
T+5 -3.5%
▶
QCOM down 8% on tech sell-off
T+5 -7.8%
▶
ORCL down 5.0% on 10-K filing
T+5 -15.6%
▶
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.