Tape · Live

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. Earnings reaction Europe session · Jul 29, 01:30 PM

    11 universe earnings BMO · July 29, 2026

    11 reports BMO session. 4 beats · 0 misses.

  2. Market wrap US session · Jul 29, 01:16 PM

    Into US open: S&P futures +0.24%, DAX +0.12% — KOSPI -11.6% drags Asia

    KOSPI -11.6% drags Asia. SPY +0.24% · VIX 18.7.

  3. Earnings drift Europe session · Jul 29, 01:01 PM

    SAP PEAD T+3: +20.45% cumulative — SAP

    Three-day drift: +20.45% cumulative vs pre-print baseline. The PEAD window's tell on whether the print is being absorbed or fought.

  4. Earnings drift Europe session · Jul 29, 01:01 PM

    GOOGL T+5 absorption: -3.87% cumulative — Alphabet

    Five-session check: -3.87% cumulative. Does the print stick a week in, or has the market re-priced it back to neutral?

    Tagged GOOGLAW25NASDAQ
  5. Earnings drift Europe session · Jul 29, 01:01 PM

    TSLA T+5 absorption: -18.87% cumulative — TESLA INC

    Five-session check: -18.87% cumulative. Does the print stick a week in, or has the market re-priced it back to neutral?

    Tagged TSLANASDAQ
  6. The day ahead US session · Jul 29, 01:00 PM

    Wednesday setup · 1 macro · 30 universe earnings

    1 macro print + 30 universe earnings on the calendar.

    Tagged 000660.KS005930.KS0522.HK2308.TW6857.TAIR.PAAPHARMCLHCMGRUBINEURO-AIHALONASDAQAW25US
  7. 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
  8. 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
  9. 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
  10. 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
  11. 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
  12. 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
  13. 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
  14. 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
  15. 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
  16. 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
  17. 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.

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

    🇹🇼 Taiwan Export Orders 59.4 ▲

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

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

    🇺🇸 SIA Global Billings $120.6B

    SIA Global Billings: $120.6B.

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

    🇺🇸 SIA Global Billings $110.5B

    SIA Global Billings: $110.5B.