Market Radar

Every top story that names a public company is read as it lands: is the company the subject, what kind of development, which trend, can the public watch adoption. A pass opens a watch. Each watch is tracked on two sides: evidence (is the development actually happening, judged daily from new, independent follow-ups, never from price) and digested (has the market caught up). Where they disagree is the gap.

25 open watches · 0 stories read in the last 24h · last read 09-26 21:02 UTC · absorbed at 70

Last story read Sep 26, 5:02 PM ETSources checked hourly to dailyAbout this data

Last 24h: 0 read · 0 passed the gate

METALaunch· Agentic AIcaught 6d ago· 09-25 09:00 UTC· 1 outlets at catch

Meta Emphasizes Privacy in New Products Including Muse Assistant

Why it opened: launch + agentic_ai

Evidence 1.6 of 3 · matters 2.5 of 3 · 2 of 7 follow-ups support · good for the company · scored 09-27

SupportsWire · 09-25Meta Introduces AI-Training Opt-Out Feature for Smart Glasses Users
SupportsWire · 09-25Meta Boosts Muse as AI App Surges to Top of App Store Charts

$777.59 → $736.88-5.2%-4.8% vs SPYEvidence buildingDigested 55

Line: close since catch. Bars: digested.

Day	Close	Since catch	vs SPY	Analysts	Stories	Digested
09-25	$751.66	-3.3%	-3.3%	0	5	30
09-28	$715.62	-8.0%	-7.2%	1	7	55
09-29	$738.96	-5.0%	-4.0%	1	7	55
09-30	$736.88	-5.2%	-4.8%	1	7	55

AKAMDeal· AI infrastructurecaught 6d ago· 09-24 20:02 UTC· 2 outlets at catch

Akamai Surges on $12 Billion Anthropic AI Computing Deal

Why it opened: deal over $10B

Evidence 1.2 of 3 · matters 2.9 of 3 · 0 of 3 follow-ups support, 1 repeat the news · good for the company · scored 09-27

$110.41 → $108.53-1.7%-1.9% vs SPYNo new evidence yetDigested 42

Line: close since catch. Bars: digested.

Day	Close	Since catch	vs SPY	Analysts	Stories	Digested
09-24	$110.33	-0.1%	-0.1%	0	0	0
09-25	$113.94	+3.2%	+2.6%	1	1	29
09-28	$108.99	-1.3%	-1.1%	2	2	42
09-29	$108.45	-1.8%	-1.4%	2	2	42
09-30	$108.53	-1.7%	-1.9%	2	2	42

BADealcaught 6d ago· 09-24 19:42 UTC· 1 outlets at catch

Akasa Air in Talks to Order 200 Boeing 737 Max Jets

Why it opened: deal over $10B

Evidence 0.3 of 3 · matters 2.4 of 3 · 0 of 1 follow-ups support, 1 contradict · good for the company · scored 09-27

ContradictsWire · 09-26Boeing Identifies 737 Max Software Glitch That May Prompt Delays

$196.82 → $187.42-4.8%-4.9% vs SPYNo new evidence yetDigested 21

Line: close since catch. Bars: digested.

Day	Close	Since catch	vs SPY	Analysts	Stories	Digested
09-24	$196.80	-0.0%	-0.0%	0	0	0
09-25	$198.07	+0.6%	+0.1%	0	0	0
09-28	$184.39	-6.3%	-6.1%	1	1	21
09-29	$187.68	-4.6%	-4.3%	1	1	21
09-30	$187.42	-4.8%	-4.9%	1	1	21

ASMLRuling· AI infrastructurecaught 6d ago· 09-24 17:33 UTC· 1 outlets at catch

Dutch Prime Minister Discusses MATCH Act With Trump

Why it opened: regulatory_or_legal + ai_infrastructure

Evidence 0.1 of 3 · matters 2.9 of 3 · 0 of 0 follow-ups support · bad for the company · scored 09-27

$1723.35 → $1815.93+5.4%+5.2% vs SPYNo new evidence yetDigested 16

Line: close since catch. Bars: digested.

Day	Close	Since catch	vs SPY	Digested
09-24	$1722.50	-0.1%	-0.1%	0
09-25	$1743.94	+1.2%	+0.7%	2
09-28	$1771.41	+2.8%	+3.0%	9
09-29	$1834.39	+6.4%	+6.8%	20
09-30	$1815.93	+5.4%	+5.2%	16

MRKLaunchcaught 6d ago· 09-24 15:34 UTC· 2 outlets at catch

Merck Sees Pivotal Victory for $3B Eye Disease Prospect

Why it opened: pivotal readout (positive)

Evidence 0.0 of 3 · matters 2.0 of 3 · 0 of 0 follow-ups support · good for the company · scored 09-27

$149.44 → $146.88-1.7%-1.9% vs SPYNo new evidence yetDigested 15

Line: close since catch. Bars: digested.

Day	Close	Since catch	vs SPY	Analysts	Digested
09-24	$148.01	-1.0%	-1.0%	0	0
09-25	$148.74	-0.5%	-1.0%	0	0
09-28	$148.70	-0.5%	-0.3%	0	0
09-29	$149.32	-0.1%	+0.3%	1	16
09-30	$146.88	-1.7%	-1.9%	1	15

ORCLRuling· AI infrastructurecaught 7d ago· 09-24 12:45 UTC· 4 outlets at catch

Oracle Stock Falls 7% After Force Majeure Notice on Data Center Project

Why it opened: regulatory_or_legal + ai_infrastructure

Evidence 1.4 of 3 · matters 2.1 of 3 · 0 of 6 follow-ups support, 1 contradict, 2 repeat the news · bad for the company · scored 09-27

ContradictsWire · 09-24Oracle To Pay Data Centre Investors Despite New Mexico Site Power Issues

$135.15 → $137.73+1.9%+1.8% vs SPYNo new evidence yetDigested 41

Line: close since catch. Bars: digested.

Day	Close	Since catch	vs SPY	Stories	Digested
09-24	$139.53	+3.2%	+3.2%	4	34
09-25	$137.08	+1.4%	+0.9%	6	39
09-28	$132.63	-1.9%	-1.7%	6	36
09-29	$137.90	+2.0%	+2.4%	6	43
09-30	$137.73	+1.9%	+1.8%	6	41

DASHLaunch· Physical AIcaught 7d ago· 09-24 12:00 UTC· 1 outlets at catch

Lowe's Launches Drone Delivery Service With DoorDash And Alphabet

Why it opened: launch + physical_ai

Evidence 0.2 of 3 · matters 2.0 of 3 · 0 of 1 follow-ups support · good for the company · scored 09-27

$189.27 → $187.19-1.1%-1.2% vs SPYNo new evidence yetDigested 14

Line: close since catch. Bars: digested.

Day	Close	Since catch	vs SPY	Stories	Digested
09-24	$187.53	-0.9%	-0.9%	0	0
09-25	$193.36	+2.2%	+1.6%	1	11
09-28	$178.39	-5.8%	-5.5%	1	6
09-29	$187.10	-1.1%	-0.8%	1	6
09-30	$187.19	-1.1%	-1.2%	1	14

UBERDealcaught 7d ago· 09-24 09:55 UTC· 2 outlets at catch

Delivery Hero CEO Niklas Östberg Stays On Amid Uber's €13B Takeover

Why it opened: deal over $10B

Evidence 0.0 of 3 · matters 2.8 of 3 · 0 of 0 follow-ups support · good for the company · scored 09-27

$69.42 → $68.95-0.7%-0.8% vs SPYNo new evidence yetDigested 0

Line: close since catch. Bars: digested.

Day	Close	Since catch	vs SPY	Digested
09-24	$69.22	-0.3%	-0.3%	0
09-25	$69.62	+0.3%	-0.3%	0
09-28	$68.16	-1.8%	-1.6%	0
09-29	$69.36	-0.1%	+0.3%	1
09-30	$68.95	-0.7%	-0.8%	0

BLKDeal· AI infrastructurecaught 7d ago· 09-24 07:00 UTC· 1 outlets at catch

BlackRock, IFM Enter Exclusive Talks for $25 Billion Stack Data Center Acquisition

Why it opened: deal over $10B

Evidence 0.0 of 3 · matters 2.4 of 3 · 0 of 0 follow-ups support · good for the company · scored 09-27

$1060.89 → $1065.76+0.5%+0.3% vs SPYNo new evidence yetDigested 1

Line: close since catch. Bars: digested.

Day	Close	Since catch	vs SPY	Digested
09-24	$1073.45	+1.2%	+1.2%	4
09-25	$1086.31	+2.4%	+1.9%	6
09-28	$1071.25	+1.0%	+1.2%	4
09-29	$1067.94	+0.7%	+1.0%	3
09-30	$1065.76	+0.5%	+0.3%	1

XOMRuling· Oil & energycaught 7d ago· 09-24 04:00 UTC· 1 outlets at catch

Pioneer Founder Accuses Exxon Of Smear Campaign Over Board Seat

Why it opened: regulatory_or_legal + energy_oil

Evidence 0.9 of 3 · matters 1.4 of 3 · 1 of 2 follow-ups support · bad for the company · scored 09-27

SupportsWire · 09-24Scott Sheffield Claims Exxon CEO Betrayed Him in $60 Billion Pioneer Deal

$161.28 → $163.93+1.6%+1.5% vs SPYNo new evidence yetDigested 16

Line: close since catch. Bars: digested.

Day	Close	Since catch	vs SPY	Stories	Digested
09-24	$162.05	+0.5%	+0.5%	1	7
09-25	$160.56	-0.5%	-1.0%	1	6
09-28	$162.53	+0.8%	+1.0%	2	15
09-29	$161.36	+0.1%	+0.4%	2	13
09-30	$163.93	+1.6%	+1.5%	2	16

MGMDealcaught 7d ago· 09-23 23:47 UTC· 1 outlets at catch

Diller Abandons $18bn Takeover Bid For MGM Resorts

Why it opened: deal over $10B

Evidence 0.6 of 3 · matters 2.5 of 3 · 0 of 1 follow-ups support · mixed · scored 09-27

$37.85 → $31.32-17.3%-17.3% vs SPYNo new evidence yetDigested 6

Line: close since catch. Bars: digested.

Day	Close	Since catch	vs SPY	Stories	Digested
09-23	$37.85	+0.0%	+0.0%	0	0
09-24	$33.69	-11.0%	-10.9%	1	6
09-25	$32.58	-13.9%	-14.4%	1	6
09-28	$31.86	-15.8%	-15.5%	1	6
09-29	$31.52	-16.7%	-16.3%	1	6
09-30	$31.32	-17.3%	-17.3%	1	6

CDealcaught 7d ago· 09-23 21:07 UTC· 1 outlets at catch

Citigroup Kicks Off Loan Meetings for Paramount's Warner Bros. Discovery Takeover

Why it opened: deal over $10B

Evidence 0.0 of 3 · matters 1.3 of 3 · 0 of 0 follow-ups support · good for the company · scored 09-27

$131.96 → $130.15-1.4%-1.4% vs SPYNo new evidence yetDigested 0

Line: close since catch. Bars: digested.

Day	Close	Since catch	vs SPY	Digested
09-23	$131.96	+0.0%	+0.0%	0
09-24	$132.11	+0.1%	+0.2%	1
09-25	$134.28	+1.8%	+1.3%	4
09-28	$131.34	-0.5%	-0.2%	0
09-29	$130.80	-0.9%	-0.4%	0
09-30	$130.15	-1.4%	-1.4%	0

AAPLLaunch· Physical AIcaught 7d ago· 09-23 19:00 UTC· 1 outlets at catch

Apple Aims to Compete with Whoop as Anthropic Unveils Faster AI Model

Why it opened: launch + physical_ai

Evidence 0.9 of 3 · matters 1.7 of 3 · 0 of 4 follow-ups support, 1 repeat the news · good for the company · scored 09-27

$336.16 → $336.30+0.0%-0.0% vs SPYNo new evidence yetDigested 24

Line: close since catch. Bars: digested.

Day	Close	Since catch	vs SPY	Stories	Digested
09-23	$337.02	+0.3%	+0.3%	1	7
09-24	$335.92	-0.1%	+0.0%	3	18
09-25	$341.07	+1.5%	+1.0%	3	21
09-28	$338.40	+0.7%	+0.9%	4	27
09-29	$329.40	-2.0%	-1.6%	4	24
09-30	$336.30	+0.0%	-0.0%	4	24

MCDLaunch· GLP-1caught 7d ago· 09-23 18:44 UTC· 1 outlets at catch

McDonald’s Aims to Draw GLP-1 Users with New Meals

Why it opened: launch + glp1

Evidence 0.2 of 3 · matters 1.6 of 3 · 0 of 6 follow-ups support · good for the company · scored 09-27

$237.56 → $233.15-1.9%-1.9% vs SPYNo new evidence yetDigested 42

Line: close since catch. Bars: digested.

Day	Close	Since catch	vs SPY	Analysts	Stories	Digested
09-23	$238.32	+0.3%	+0.3%	0	0	1
09-24	$237.02	-0.2%	-0.1%	4	1	36
09-25	$236.50	-0.5%	-0.9%	4	1	36
09-28	$233.60	-1.7%	-1.4%	4	2	42
09-29	$233.98	-1.5%	-1.1%	4	2	42
09-30	$233.15	-1.9%	-1.9%	4	2	42

MSFTDeal· AI infrastructurecaught 7d ago· 09-23 18:27 UTC· 1 outlets at catch

Microsoft Plans $10 Billion Investment in Gulf Countries Through 2030

Why it opened: deal + ai_infrastructure

Evidence 0.4 of 3 · matters 1.9 of 3 · 0 of 7 follow-ups support, 1 repeat the news · good for the company · scored 09-27

$500.71 → $518.27+3.5%+3.5% vs SPYMarket ahead of the evidenceDigested 65

Line: close since catch. Bars: digested.

Day	Close	Since catch	vs SPY	Analysts	Stories	Digested
09-23	$500.59	-0.0%	-0.0%	0	2	12
09-24	$497.93	-0.6%	-0.5%	0	4	24
09-25	$516.17	+3.1%	+2.6%	0	7	48
09-28	$509.22	+1.7%	+2.0%	0	7	46
09-29	$508.96	+1.6%	+2.1%	0	7	46
09-30	$518.27	+3.5%	+3.5%	1	7	65

IONQDeal· AI infrastructurecaught 7d ago· 09-23 16:04 UTC· 2 outlets at catch

IonQ Stock Rises After Nvidia Research Pact and Quantum Computing Advance

Why it opened: deal + ai_infrastructure

Evidence 0.1 of 3 · matters 2.5 of 3 · 0 of 0 follow-ups support · good for the company · scored 09-27

$42.54 → $44.56+4.8%+4.7% vs SPYNo new evidence yetDigested 14

Line: close since catch. Bars: digested.

Day	Close	Since catch	vs SPY	Digested
09-23	$42.54	+0.0%	+0.0%	0
09-24	$44.98	+5.7%	+5.8%	17
09-25	$45.48	+6.9%	+6.5%	19
09-28	$44.58	+4.8%	+5.1%	15
09-29	$43.91	+3.2%	+3.7%	11
09-30	$44.56	+4.8%	+4.7%	14

PCGRuling· AI infrastructurecaught 7d ago· 09-23 15:13 UTC· 1 outlets at catch

PG&E CEO Warns California on Wildfire Liability Crisis

Why it opened: regulatory_or_legal + ai_infrastructure

Evidence 0.0 of 3 · matters 2.8 of 3 · 0 of 0 follow-ups support · bad for the company · scored 09-26

$12.52 → $12.19-2.6%-2.7% vs SPYNo new evidence yetDigested 0

Line: close since catch. Bars: digested.

Day	Close	Since catch	vs SPY
09-23	$12.41	-0.8%	-0.8%
09-24	$12.32	-1.6%	-1.5%
09-25	$12.34	-1.4%	-1.9%
09-28	$11.95	-4.5%	-4.2%
09-29	$12.18	-2.7%	-2.2%
09-30	$12.19	-2.6%	-2.7%

GOOGLRuling· Agentic AIcaught 8d ago· 09-23 11:21 UTC· 2 outlets at catch

UK CMA Proposes New Rules for Google and Android OEMs on Search Choices and AI Assistants

Why it opened: regulatory_or_legal + agentic_ai

Evidence 0.2 of 3 · matters 2.1 of 3 · 0 of 8 follow-ups support · bad for the company · scored 09-27

$351.16 → $351.55+0.1%+0.1% vs SPYNo new evidence yetDigested 40

Line: close since catch. Bars: digested.

Day	Close	Since catch	vs SPY	Stories	Digested
09-23	$337.83	-3.8%	-3.8%	6	36
09-24	$342.36	-2.5%	-2.4%	13	40
09-25	$343.92	-2.1%	-2.5%	14	40
09-28	$342.75	-2.4%	-2.1%	15	40
09-29	$340.92	-2.9%	-2.5%	15	40
09-30	$351.55	+0.1%	+0.1%	15	40

NVDADeal· AI infrastructurecaught 8d ago· 09-23 07:46 UTC· 1 outlets at catch

Nvidia-Backed AI Startup Seeks $10 Billion Before Australian IPO

Why it opened: deal + ai_infrastructure

Evidence 0.5 of 3 · matters 1.3 of 3 · 0 of 5 follow-ups support · good for the company · scored 09-27

$228.87 → $230.63+0.8%+0.7% vs SPYNo new evidence yetDigested 32

Line: close since catch. Bars: digested.

Day	Close	Since catch	vs SPY	Stories	Digested
09-23	$225.51	-1.5%	-1.5%	3	18
09-24	$224.58	-1.9%	-1.8%	3	18
09-25	$225.07	-1.7%	-2.1%	5	30
09-28	$228.86	+0.0%	+0.3%	5	31
09-29	$227.30	-0.7%	-0.2%	5	30
09-30	$230.63	+0.8%	+0.7%	5	32

AVGORuling· AI infrastructurecaught 8d ago· 09-23 04:00 UTC· 1 outlets at catch

China Reviews Broadcom Equipment in State-Backed Data Centres Amid AI Initiative

Why it opened: regulatory_or_legal + ai_infrastructure

Evidence 0.0 of 3 · matters 2.0 of 3 · 0 of 0 follow-ups support · bad for the company · scored 09-27

$364.54 → $353.24-3.1%-3.2% vs SPYNo new evidence yetDigested 0

Line: close since catch. Bars: digested.

Day	Close	Since catch	vs SPY
09-23	$354.99	-2.6%	-2.6%
09-24	$350.36	-3.9%	-3.8%
09-25	$352.81	-3.2%	-3.7%
09-28	$349.57	-4.1%	-3.8%
09-29	$355.10	-2.6%	-2.1%
09-30	$353.24	-3.1%	-3.2%

AMGNLaunchcaught 8d ago· 09-22 18:31 UTC· 2 outlets at catch

Amgen Reports Phase 3 Win with Sjögren’s Drug Candidate Dazodalibep

Why it opened: pivotal readout (positive)

Evidence 0.4 of 3 · matters 1.9 of 3 · 0 of 1 follow-ups support · good for the company · scored 09-26

$406.09 → $423.68+4.3%+5.0% vs SPYNo new evidence yetDigested 45

Line: close since catch. Bars: digested.

Day	Close	Since catch	vs SPY	Analysts	Digested
09-22	$407.23	+0.3%	+0.3%	0	1
09-23	$406.09	+0.0%	+0.7%	1	17
09-24	$406.04	-0.0%	+0.8%	1	17
09-25	$414.61	+2.1%	+2.4%	1	22
09-28	$418.13	+3.0%	+4.0%	2	42
09-29	$423.64	+4.3%	+5.5%	2	46
09-30	$423.68	+4.3%	+5.0%	2	45

QCOMLaunch· AI infrastructurecaught 8d ago· 09-22 16:25 UTC· 2 outlets at catch

Qualcomm Unveils Snapdragon 8 Elite Gen 6 and Extreme Version

Why it opened: launch + ai_infrastructure

Evidence 1.3 of 3 · matters 2.0 of 3 · 1 of 5 follow-ups support, 2 repeat the news · good for the company · scored 09-26

SupportsWire · 09-22Motorola Unveils Signature 27 Featuring Snapdragon 8 Elite Extreme Gen 6 Chip

$198.27 → $183.92-7.2%-6.6% vs SPYEvidence buildingDigested 30

Line: close since catch. Bars: digested.

Day	Close	Since catch	vs SPY	Stories	Digested
09-22	$196.01	-1.1%	-1.1%	4	24
09-23	$197.24	-0.5%	+0.2%	4	25
09-24	$194.26	-2.0%	-1.2%	5	30
09-25	$201.87	+1.8%	+2.1%	5	36
09-28	$187.48	-5.4%	-4.4%	5	30
09-29	$184.21	-7.1%	-5.9%	5	30
09-30	$183.92	-7.2%	-6.6%	5	30

SHELDeal· Oil & energycaught 8d ago· 09-22 15:12 UTC· 1 outlets at catch

Abu Dhabi’s XRG Is Said to Eye Stake in Shell-Backed LNG Canada

Why it opened: deal + energy_oil

Evidence 0.6 of 3 · matters 1.5 of 3 · 1 of 1 follow-ups support · good for the company · scored 09-26

SupportsWire · 09-23Shell, Partners Set to Approve Doubling LNG Canada Project Capacity

$93.98 → $95.52+1.6%+2.3% vs SPYNo new evidence yetDigested 13

Line: close since catch. Bars: digested.

Day	Close	Since catch	vs SPY	Stories	Digested
09-22	$94.00	+0.0%	+0.0%	0	0
09-23	$95.41	+1.5%	+2.2%	1	13
09-24	$95.60	+1.7%	+2.5%	1	14
09-25	$95.78	+1.9%	+2.2%	1	13
09-28	$96.47	+2.6%	+3.6%	1	17
09-29	$95.14	+1.2%	+2.4%	1	13
09-30	$95.52	+1.6%	+2.3%	1	13

ADBELaunchcaught 9d ago· 09-22 13:00 UTC· 3 outlets at catch

Adobe Premiere Video Editing App Launches on Android One Year After iOS Release

Why it opened: launch + observable 0.68

Evidence 0.0 of 3 · matters 1.6 of 3 · 0 of 0 follow-ups support · good for the company · scored 09-26

$241.48 → $238.13-1.4%-0.7% vs SPYNo new evidence yetDigested 0

Line: close since catch. Bars: digested.

Day	Close	Since catch	vs SPY	Digested
09-22	$239.71	-0.7%	-0.7%	0
09-23	$240.69	-0.3%	+0.4%	1
09-24	$238.93	-1.1%	-0.3%	0
09-25	$235.47	-2.5%	-2.2%	0
09-28	$231.01	-4.3%	-3.3%	0
09-29	$233.17	-3.4%	-2.3%	0
09-30	$238.13	-1.4%	-0.7%	0

BABALaunch· AI infrastructurecaught 9d ago· 09-22 02:21 UTC· 2 outlets at catch

Alibaba Unveils China's Most Powerful AI Chip to Expand Data Centers by 2032

Why it opened: launch + ai_infrastructure

Evidence 1.1 of 3 · matters 2.9 of 3 · 1 of 4 follow-ups support, 3 repeat the news · good for the company · scored 09-26

SupportsWire · 09-23Alibaba Expands Data Centers in Europe and Middle East for AI Growth

$116.74 → $108.29-7.2%-6.6% vs SPYEvidence buildingDigested 24

Line: close since catch. Bars: digested.

Day	Close	Since catch	vs SPY	Stories	Digested
09-22	$116.38	-0.3%	-0.3%	3	18
09-23	$110.78	-5.1%	-4.4%	4	24
09-24	$110.64	-5.2%	-4.4%	4	24
09-25	$109.74	-6.0%	-5.7%	4	24
09-28	$108.81	-6.8%	-5.8%	4	24
09-29	$107.76	-7.7%	-6.5%	4	24
09-30	$108.29	-7.2%	-6.6%	4	24

2 closed watches

METALaunch· Agentic AIcaught 8d ago· 09-23 11:07 UTC· 1 outlets at catch

Meta Muse AI Personal Assistant Gets Off to Fast Start

Why it opened: launch + agentic_ai + observable 0.53

Evidence 0.8 of 3 · matters 2.6 of 3 · 0 of 8 follow-ups support, 5 repeat the news · good for the company · scored 09-24

$736.60 → $777.59+5.6%+5.6% vs SPYAbsorbed

Line: close since catch. Bars: digested.

Day	Close	Since catch	vs SPY	Analysts	Stories	Digested
09-23	$744.10	+1.0%	+1.0%	0	18	43
09-24	$777.59	+5.6%	+5.6%	1	29	72

METALaunch· Agentic AIcaught 23d ago· 09-08 12:35 UTC· 7 outlets at catch

Meta Launches Muse AI Agent for Personal Tasks and Organization

Why it opened: launch + agentic AI (seeded: caught before the reader existed)

$613.48 → $745.14+21.5%+20.5% vs SPYAbsorbed

Line: close since catch. Bars: digested.

Day	Close	Since catch	vs SPY	Analysts	Stories	Digested
09-08	$613.48	+0.0%	+0.0%	0	0	0
09-09	$653.69	+6.5%	+7.0%	0	0	21
09-10	$644.38	+5.0%	+6.1%	2	0	48
09-11	$648.03	+5.6%	+5.8%	2	0	48
09-14	$665.60	+8.5%	+9.2%	2	0	57
09-15	$670.24	+9.3%	+10.4%	2	0	60
09-16	$673.31	+9.8%	+11.3%	2	0	60
09-17	$682.31	+11.2%	+11.7%	2	0	60
09-18	$665.75	+8.5%	+9.1%	2	0	57
09-21	$741.25	+20.8%	+19.8%	2	1	66
09-22	$745.14	+21.5%	+20.5%	3	8	100

Recent reads

What the gate saw, newest first. Opened rows became watches; the rest show the reason.

Read	Company	Kind	Trend	Observable	Gate	Story
09-26 21:02 UTC	BA	Launch		7%	no trend and observable 0.07 < 0.35	Boeing Identifies 737 Max Software Glitch That May Prompt Delays
09-26 18:48 UTC	META	Ruling		13%	no trend and observable 0.13 < 0.5	Meta and YouTube Will Run Ads for Musk Documentary After Initial Rejection
09-26 17:46 UTC	SPOT	Recap		16%	kind recap_or_opinion	Middle Schoolers Turn NPR Podcast Comment Section Into Group Chat
09-26 16:32 UTC	META	Recap		6%	kind recap_or_opinion	Meta and Microsoft Led Tech Stocks Higher Last Week Despite Soaring Bond Yields
09-26 15:46 UTC	XOM	Deal	Oil & energy	4%	Opened	Exxon Signs Shale Deal With Azerbaijan for Middle Kura Basin
09-26 15:16 UTC	AAPL	Ruling		11%	no trend and observable 0.11 < 0.5	Apple Faces $5.7 Billion Patent Infringement Verdict Over Haptics
09-26 14:16 UTC	MU	Cost	AI infrastructure	6%	kind capacity_or_cost	Micron's Semiconductor Factory Aims to Revitalize Syracuse and the Rust Belt
09-26 13:18 UTC	GOOGL	Recap		88%	kind recap_or_opinion	Google Gemini from Google climbed to #10 in the US App Store top free chart from #11
09-26 13:16 UTC	MCD	Recap		25%	kind recap_or_opinion	McDonald’s Stock Sell-Off Hits 30% as Big Mac Prices Rise
09-26 09:22 UTC	AKAM	Deal	AI infrastructure	15%	Opened	Wikipedia readers of Akamai Technologies were 3.3x the 30-day median on 2026-09-25 (2,430 vs 729)
09-26 09:16 UTC	META	Recap	Agentic AI	84%	kind recap_or_opinion	Meta Boosts Muse as AI App Surges to Top of App Store Charts
09-26 07:42 UTC	NFLX	Recap		88%	kind recap_or_opinion	Netflix Game Controller from Netflix, Inc. climbed to #8 in the US App Store top free chart from #23
09-25 23:46 UTC	MU	Cost	AI infrastructure	8%	kind capacity_or_cost	China's Trade Reckoning Explored as Micron's $100 Billion Factory Aims to Revitalize Syracuse
09-25 22:47 UTC	MS	Recap	Oil & energy	6%	kind recap_or_opinion	Markets Rise as AI, Oil & Treasury Yields Drive the Week
09-25 22:02 UTC	ORCL	Financial		4%	kind financial	Ellison Pledges $9.2 Billion More in Oracle Shares as Collateral
09-25 21:46 UTC	WMT	Ruling		14%	no trend and observable 0.14 < 0.5	Walmart CEO Rules Out Personalized Pricing Amid AI Retail Transformation
09-25 21:32 UTC	none	Recap		4%	no public company involved	Katerina Simonetti Discusses Risk-Off Positioning as Treasury Volatility Jumps Sharply
09-25 21:18 UTC	none	Recap		6%	no public company involved	Stephen Roach Discusses Unbalanced China Economy and AI Deal Challenges
09-25 21:02 UTC	MSFT	Launch		16%	no trend and observable 0.16 < 0.35	Microsoft Rises as It Unifies Copilot AI
09-25 20:46 UTC	META	Launch		15%	no trend and observable 0.15 < 0.35	Meta Introduces AI-Training Opt-Out Feature for Smart Glasses Users
09-25 20:20 UTC	META	Ruling	Agentic AI	8%	Opened	OpenAI At Center Of Rogue AI Attacks Amid Calls For Regulation
09-25 20:20 UTC	META	Ruling		11%	no trend and observable 0.11 < 0.5	New Mexico Jury Rules Meta Misled Residents About Data Privacy in Cambridge Analytica Case
09-25 19:46 UTC	NTRS	Launch		6%	no trend and observable 0.06 < 0.35	Northern Trust Converts $33 Billion in Mutual Funds to ETFs
09-25 19:02 UTC	NVDA	Deal	AI infrastructure	5%	Opened	British AI Neocloud Nscale Secures $3.36B in Convertible Financing Ahead of US IPO
09-25 18:46 UTC	UPS	Ruling		7%	no trend and observable 0.07 < 0.5	F-35 Parts Seized on UPS Path to US That Often Stops in China
09-25 18:16 UTC	NKE	Recap		10%	kind recap_or_opinion	Bank of America Cuts Nike (NKE) Rating to Sell as Wall Street Fandom Hits 25-Year Low
09-25 18:02 UTC	META	Recap		12%	kind recap_or_opinion	Meta's Powerful Breakout Sets Up Unique Trading Strategy Ahead of 2027
09-25 17:32 UTC	CRWD	Ruling		10%	no trend and observable 0.10 < 0.5	US Justice Department Closes Investigation of CrowdStrike Deals
09-25 17:16 UTC	WFC	Ruling		9%	no trend and observable 0.09 < 0.5	Polymarket Bets on Major Bank Failures Prompt FDIC Scrutiny
09-25 17:16 UTC	TSLA	Cost	Physical AI	11%	kind capacity_or_cost	Tesla Faces Production Hurdles While Aiming for 20,000 Optimus Robots Per Week
09-25 16:16 UTC	DASH	Deal		15%	no trend and observable 0.15 < 0.5	Stanford Agrees to Add DoorDash Patches to Athletic Uniforms
09-25 16:02 UTC	GOOGL	Deal		7%	no trend and observable 0.07 < 0.5	Google DeepMind Exodus Sparks VC Frenzy for AI Startup Funding
09-25 15:46 UTC	STT	Recap		9%	kind recap_or_opinion	Retail Investors Now Account for Larger Share of ETF Market Amid Boom
09-25 15:46 UTC	GM	Launch		11%	no trend and observable 0.11 < 0.35	GM Unveils New V-8 Engine Amid Rising Fuel Prices
09-25 14:46 UTC	AKAM	Deal	AI infrastructure	7%	Opened	Akamai Technologies Soars on $11.6 Billion Anthropic Deal
09-25 14:32 UTC	UAL	Ruling		11%	no trend and observable 0.11 < 0.5	US Airlines Waive Change Fees As Storm Disrupts Northeast Travel
09-25 14:32 UTC	ONON	Recap		11%	kind recap_or_opinion	On Holding AG Faces Bearish Outlook Despite Upbeat Investor Day
09-25 14:02 UTC	AKAM	Deal	AI infrastructure	8%	Opened	Anthropic Strikes $12 Billion AI Computing Deal With Akamai
09-25 12:32 UTC	none	Cost	AI infrastructure	5%	no public company involved	Goldman Sees Hyperscaler AI Capex Rising 50% to $1.2 Trillion
09-25 12:18 UTC	MSFT	Launch	Agentic AI	43%	Opened	Microsoft Launches Copilot Super App Combining AI Features for Business Users