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.

All entries  ·  Methodology

  1. 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.

  2. 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.

  3. 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
  4. 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
  5. 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%.

  6. 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%).

    Tagged SAPCRMADBEAAPLAMZNAPPAW25US
  7. 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%).

  8. Earnings reaction AH · Jul 28, 08:30 PM

    11 universe earnings AMC · July 28, 2026

    11 reports AMC session. 1 beats · 0 misses.

    Tagged AI.PAASM.ASBECSGPEL.PAENPHKLACPHIA.ASSAF.PASTXTERRUBINEURO-AIAW25HALONASDAQ
  9. 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%.

  10. 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.

  11. 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.

    Tagged GOOGLAW25NASDAQ
  12. 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.

    Tagged 000660.KS3037.TW6861.TAI.PAASM.ASBECARRCSGPECLEL.PARUBINEURO-AIAW25HALONASDAQUS
  13. 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%.

  14. 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%).

    Tagged NOWADBEAAPLAW25NASDAQUS
  15. 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%).

    Tagged GOOGLAAPLADBEAW25NASDAQUS
  16. 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%.

  17. Big mover AS · Jul 27, 08:00 PM

    PATH +13.92% — UiPath

    ▲ PATH +13.92% on the day. In Euro-AI / AW25.

  18. Big mover AS · Jul 27, 08:00 PM

    SHOP +11.54% — Shopify

    ▲ SHOP +11.54% on the day. In AW25.

  19. 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.

  20. 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%.