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Tape.

Price-action news for the names we cover, surfaced from the noise. Not what CNBC leads with; not what's buried at the bottom of the Bloomberg wire. The thread that moves our universe.

Methodology

  1. Watchpoint US session · Jul 29, 05:47 AM

    Western Digital ▼ -6.91%

    Western Digital closed 463.51 (-6.91% vs 497.92). storage watchpoint.

    Tagged WDCPATTERN-03US
  2. Watchpoint US session · Jul 29, 05:47 AM

    KLA Corporation ▼ -6.18%

    KLA Corporation closed 190.80 (-6.18% vs 203.36). packaging watchpoint.

    Tagged KLACPATTERN-03US
  3. Watchpoint US session · Jul 29, 05:47 AM

    Onto Innovation ▼ -7.79%

    Onto Innovation closed 241.89 (-7.79% vs 262.33). packaging watchpoint.

    Tagged ONTOPATTERN-03US
  4. Watchpoint US session · Jul 29, 05:47 AM

    Amkor Technology ▼ -24.74%

    Amkor Technology closed 45.69 (-24.74% vs 60.71). packaging watchpoint.

    Tagged AMKRPATTERN-03US
  5. Watchpoint US session · Jul 29, 05:47 AM

    Eaton ▼ -3.11%

    Eaton closed 386.26 (-3.11% vs 398.64). power-cooling watchpoint.

    Tagged ETNPATTERN-03US
  6. Watchpoint US session · Jul 29, 05:47 AM

    Vertiv ▼ -6.27%

    Vertiv closed 269.56 (-6.27% vs 287.60). power-cooling watchpoint.

    Tagged VRTPATTERN-03US
  7. Watchpoint US session · Jul 29, 05:47 AM

    Micron ▼ -8.85%

    Micron closed 820.53 (-8.85% vs 900.20). memory-hbm watchpoint.

    Tagged MUPATTERN-03US
  8. Watchpoint US session · Jul 29, 05:47 AM

    Fabrinet ▼ -4.48%

    Fabrinet closed 449.72 (-4.48% vs 470.82). optical-photonics watchpoint.

    Tagged FNPATTERN-03US
  9. Watchpoint US session · Jul 29, 05:47 AM

    Coherent ▼ -10.31%

    Coherent closed 243.33 (-10.31% vs 271.31). optical-photonics watchpoint.

    Tagged COHRPATTERN-03US
  10. Watchpoint US session · Jul 29, 05:47 AM

    Lumentum ▼ -8.43%

    Lumentum closed 651.93 (-8.43% vs 711.96). optical-photonics watchpoint.

    Tagged LITEPATTERN-03US
  11. Watchpoint US session · Jul 29, 05:47 AM

    USL (12-Month Crude Strip) ▼ -2.97%

    USL (12-Month Crude Strip) closed 48.35 (-2.97% vs 49.83). commodity watchpoint.

  12. Watchpoint AS · Jul 29, 05:46 AM

    🇹🇼 Taiwan Export Orders 59.4 ▲

    Taiwan Export Orders: 59.4 vs prior 47.2 (up vs prior).

  13. Watchpoint US session · Jul 29, 05:46 AM

    🇺🇸 SIA Global Billings $120.6B

    SIA Global Billings: $120.6B.

  14. Watchpoint US session · Jul 29, 05:46 AM

    🇺🇸 SIA Global Billings $110.5B

    SIA Global Billings: $110.5B.

  15. Economic data AS · Jul 29, 05:46 AM

    🇯🇵 JP Trade Balance -406.9 ¥B ▼

    JP Trade Balance -406.9 ¥B (vs prior, down).

  16. Market wrap AS · Jul 29, 05:30 AM

    Asia close: Nikkei -3.04%, KOSPI -11.58% — KOSPI -11.6% drags Asia

    KOSPI -11.6% drags Asia. Nikkei -3.04% · HSI +1.37%.

  17. Market note AH · Jul 28, 11:40 PM

    Money Temperature · Mixed / transitional — 2 heating / 2 cooling

    Regime read: Mixed / transitional (low). Largest swing: De-dollarization -34.50 (cooling).

  18. Earnings drift AH · Jul 28, 11:00 PM

    ALFA.ST PEAD reversal: T+3 ↑LONG faded — T+5 closes +0.2%

    T+3 said ↑LONG at +3.62% CAR; T+5 reverses to +0.2%. The market re-priced the print.

  19. Cross-asset AH · Jul 28, 10:00 PM

    Cross-asset day: VIX 18.2, DXY 101.42, 10Y 4.64% — mixed regime

    VIX at 18.2 — mixed.

  20. Earnings drift AH · Jul 28, 09:32 PM

    STM · PEAD ↓ 100

    STMicroelectronics reported Q2 2026 EPS of $0.31 on 2026-07-23, beating the $0.26 consensus by $0.05 (+19.2%).