Tape · Index
AW40 — News & analysis
Updates on the AW40 (Agentic Winners 40) index — 40 names across four ABR-gated tiers tracking who captures the value of agentic AI.
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The feed updates as cards land. Tape generators run weekdays on the cron schedule documented in the methodology.
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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.
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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.
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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?
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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.
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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%.
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Earnings drift AH · Jul 28, 09:32 PM
SAP · PEAD ↑ 80
SAP reported Q2 2026 EPS of €1.85 on 2026-07-23, missing the €2.00 consensus by €0.15 (-7.5%).
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Earnings drift AH · Jul 28, 09:01 PM
DASTY · PEAD ↑ 100
Dassault Systèmes reported Q2 2026 EPS of $0.31 on 2026-07-23, beating the $0.29 consensus by $0.02 (+6.9%).
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Earnings reaction AH · Jul 28, 08:30 PM
11 universe earnings AMC · July 28, 2026
11 reports AMC session. 1 beats · 0 misses.
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Market wrap AH · Jul 28, 08:16 PM
US close: S&P +0.3%, NDX -0.04% — KOSPI -10.1% drags Asia
KOSPI -10.1% drags Asia. S&P +0.3% · NDX -0.04%.
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Market wrap US session · Jul 28, 01:15 PM
Into US open: S&P futures +0.02%, DAX -0.02% — KOSPI -10.1% drags Asia
KOSPI -10.1% drags Asia. SPY +0.02% · VIX 18.6.
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Earnings drift Europe session · Jul 28, 01:00 PM
GOOGL PEAD T+3: -5.93% cumulative — Alphabet
Three-day drift: -5.93% cumulative vs pre-print baseline. The PEAD window's tell on whether the print is being absorbed or fought.
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The day ahead US session · Jul 28, 01:00 PM
Tuesday setup · 0 macro · 20 universe earnings
20 universe earnings reporting today. No major macro.
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Market wrap AS · Jul 28, 05:30 AM
Asia close: Nikkei -3.79%, KOSPI -10.1% — KOSPI -10.1% drags Asia
KOSPI -10.1% drags Asia. Nikkei -3.79% · HSI -0.11%.
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Earnings drift AH · Jul 27, 09:01 PM
NOW · PEAD ↑ 27
ServiceNow reported Q2 2026 EPS of $0.31 on 2026-07-22, missing the $0.40 consensus by $0.09 (–22.5%).
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Earnings drift US session · Jul 27, 08:31 PM
GOOGL · PEAD ↓ 27
Alphabet reported Q2 2026 EPS of $9.11 on 2026-07-22, beating the $2.88 consensus by $6.23 (+216.3%).
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Market wrap AH · Jul 27, 08:15 PM
US close: S&P -0.28%, NDX -0.36% — HSI +0.8% leads Asia
HSI +0.8% leads Asia. S&P -0.28% · NDX -0.36%.
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Big mover AS · Jul 27, 08:00 PM
PATH +13.92% — UiPath
▲ PATH +13.92% on the day. In Euro-AI / AW25.
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Big mover AS · Jul 27, 08:00 PM
SHOP +11.54% — Shopify
▲ SHOP +11.54% on the day. In AW25.
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Market wrap US session · Jul 27, 01:15 PM
Into US open: S&P futures +0.1%, DAX +1.59% — HSI +0.8% leads Asia
HSI +0.8% leads Asia. SPY +0.1% · VIX 17.7.
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Market wrap AS · Jul 27, 05:31 AM
Asia close: Nikkei +0.29%, KOSPI -0.14% — HSI +0.8% leads Asia
HSI +0.8% leads Asia. Nikkei +0.29% · HSI +0.81%.