Public record

Receipts — US equities.

Every read from the News Weighting Terminal — graded by the market itself.

The same engine that weighs macro news now reads US equities — every headline weighed per ticker, tracked as it fades. Each read below was logged at the moment shown, then left untouched. What the market did next is beside each one, including the reads it disagreed with. No cherry-picking. That's the point.

30strong reads · last 7 days
1 minmedian: headline in → read out

All times ET. Equities reads are not published live yet — this page is the raw record as the system runs its quality gates in public. Each card is measured across the engine's own position window — open at the read, closed when the engine closed — not on an arbitrary clock. Reads with no position open have no window yet and wait; every strong read is still counted in the chart. Updated 2026-07-27 02:58.

US equities are in final testing — reads join Pro once every gate passes. FX & macro reads are live today.

← FX & macro receipts · How the engine works →

Every strong read, and what price did next

Weekly distribution — the chart runs a deliberately different ruler from the cards above: every read graded on one blunt 4h clock, and only when the US market was open at both ends. Reads landing outside market hours are shown but never graded — a frozen price is not a result. The cards are measured on the engine's own position window; the chart is not, on purpose — so neither method can flatter the other. Nothing filtered. Judge for yourself.

Jun 01
Jun 08
Jun 15
Jun 22
46Jun 29
499Jul 06
305Jul 13
413Jul 20
moved with the read moved against it barely moved

The long record — month by month

Same rule as above, applied to every month since the system went live. Each month is frozen once it closes — never edited, never trimmed.

How to read this table. This is the most hostile metric we could publish about ourselves: every strong read, graded at one fixed horizon, pass/fail. It deliberately ignores what the product actually does — weigh a dozen stories against each other, track each one as it fades, and update the net read as the picture changes. A read that "went the other way" at the fixed mark often faded on our feed long before it did. We publish the table anyway, because a record you can't audit is a record you shouldn't trust — and no one selling certainty will ever show you theirs.

Monthstrong readsmoved withagainstbarely moved
Jul 20261263518560185
Jul 24 · 3:02 PM ET Google News — NVDA Ecosystem

Does Surging Data Center Power Demand Reshape the Bull Case for Caterpillar’s (CAT) Premium Valuation? - Yahoo Finance

VRT +++ stronger

Vertiv leads in data center thermal management and power distribution. Rising power demand directly aligns with its core business.

still in — 49h so far: 290.23 → 290.36 (+0.05%) · position still working
Jul 24 · 2:27 PM ET Google News — NVDA Ecosystem

Vultr Scales Next-Gen AI Infrastructure with AMD Helios Rackscale Solution Powered by AMD Instinct MI455X GPUs - HPCwire

AMD ++ stronger

AMD gains a key AI infra design win as Vultr adopts its Rackscale Helios solution with Instinct MI455X chips, validating product competitiveness.

closed after 0.6h: 527.05 → 523.29 (-0.71%) · market went the other way
Jul 24 · 1:51 PM ET Google News — NVDA Ecosystem

Nvidia is Winning AI Capex Wars So I Continue Loading Up - 24/7 Wall St.

VRT +++ stronger

NVIDIA’s chip sales and data center expansion drive direct demand for high-efficiency AI cooling systems.

still in — 50h so far: 296.91 → 290.36 (-2.21%) · position still working
Jul 24 · 1:50 PM ET Yahoo Finance

Nvidia is Winning AI Capex Wars So I Continue Loading Up

VRT +++ stronger

Hyperscalers’ new data centers and massive GPU purchases drive strong demand for Vertiv’s cooling and power infrastructure.

still in — 50h so far: 296.91 → 290.36 (-2.21%) · position still working
Jul 24 · 1:49 PM ET Yahoo Finance

Wells Fargo doubles down on AMD stock after Anthropic deal

AMD ++ stronger

Wells Fargo upgrades AMD to 'Buy' on an Anthropic deal, pointing to a key Design Win. Despite weak chip sector fundamentals, AMD's core business strengthens as…

closed after 1.2h: 533.35 → 523.29 (-1.89%) · market went the other way
Jul 24 · 11:04 AM ET Google News — NVDA Ecosystem

AMD Helios Reaches Parity with Vera Rubin NVL72: Can Open Standards Outflank NVIDIA? - The Futurum Group

AMD ++ stronger

AMD's Helios matches NVIDIA's Vera Rubin, a key technical win. Despite weak chip sector trends, this directly boosts AMD's fundamentals.

closed after 4h: 530.76 → 523.29 (-1.41%) · market went the other way
Jul 24 · 11:03 AM ET CNBC Top News

Intel rides AI boom to fastest revenue growth in almost 15 years, but shares sink

INTC ++ stronger

25% revenue growth points to strong fundamentals, offsetting chip weakness. Positive for mid-term valuation amid the AI boom.

closed after 6h: 97.34 → 92.515 (-4.96%) · market went the other way
Jul 24 · 9:24 AM ET Google News — NVDA Ecosystem

NextEra beats profit estimates as data center power demand lifts utility growth - Reuters

CEG ++ stronger

NextEra beat on clear DC power demand. Peer CEG benefits from the same clean energy trend, boosting the sector.

still in — 54h so far: 275.60 → 274.35 (-0.45%) · position still working
Jul 24 · 9:24 AM ET CNBC Top News

Intel reported a huge earnings beat. Analysts are on the fence regarding the chipmaker

INTC +++ stronger

Huge Q2 earnings beat points to strong fundamentals. Despite analyst hesitation, surpassing expectations warrants upgrading from neutral to moderately positive.

closed after 7h: 102.95 → 92.515 (-10.14%) · market went the other way
Jul 24 · 9:24 AM ET CNBC Top News

The Club's top 10 things to watch in the stock market Friday

INTC ++ stronger

Intel’s “blockbuster quarter” confirms strong fundamentals, restoring confidence and driving shares significantly higher.

closed after 7h: 103.13 → 92.515 (-10.29%) · market went the other way
Jul 24 · 8:44 AM ET Investing.com Stock Market

Top nuclear stocks to watch as AI power demand surges

VST +++ stronger

VST benefits from strong AI-driven power demand, cementing its role in stable clean energy. Despite market volatility, the long-term infrastructure trend…

still in — 55h so far: 168.98 → 163.38 (-3.31%) · position still working
Jul 24 · 8:05 AM ET Google News — Trump/Tech Policy

US tariff hikes linked to claims of foreign labor dismay and anger trading partners - Alton Telegraph

ASML −− weaker

Trade tensions and anti-partner sentiment pressure ASML clients to delay EUV/DUV orders, worsening the outlook.

still in — 56h so far: 1,803.00 → 1,757.09 (-2.55%) · position still working
Jul 24 · 6:52 AM ET Google News — Trump/Tech Policy

Trump’s tariff wall is more like a Jenga tower - The Telegraph

LRCX −− weaker

Lam Research faces trade war and China export restrictions, key revenue driver. Tariff policy shifts may delay or reduce orders.

closed after 7h: 319.78 → 314.51 (-1.65%) · market moved this way
Jul 24 · 6:36 AM ET Reuters Tech

Tesla and Alphabet spook investors as earnings season kicks off - Reuters

TSLA −− weaker

Like GOOGL, being in the 'spooked' group points to selling pressure or fundamental concerns during earnings season, directly impacting stock prices negatively.

still in — 57h so far: 323.45 → 313.03 (-3.22%) · position still working
Jul 24 · 4:04 AM ET Seeking Alpha Market Currents

Tesla's earnings slump leaves short sellers with over $9B in paper gains this year

TSLA −−− weaker

Tesla’s earnings slump gave short sellers $9B profits, pointing to significant underperformance and weakening sentiment.

still in — 60h so far: 323.42 → 313.03 (-3.21%) · position still working
Jul 24 · 12:18 AM ET Google News — Trump/Tech Policy

Trump’s new tariffs draw global backlash, with Brazil threatening WTO action - Arab News

ASML −− weaker

ASML faces direct trade war risks as the sole EUV/DUV supplier. Retaliatory measures could significantly impact deliveries and revenue outside the US.

still in — 64h so far: 1,803.00 → 1,757.09 (-2.55%) · position still working
Jul 23 · 6:43 PM ET Google News — Trump/Tech Policy

Trump punishes Britain for China ties with 10pc tariff - The Telegraph

ASML −− weaker

Trump’s tariffs could trigger EU/China retaliation against ASML, spiking geopolitical uncertainty.

still in — 69h so far: 1,803.00 → 1,757.09 (-2.55%) · position still working
Jul 23 · 5:34 PM ET MarketWatch Top Stories

Tesla sees a $214 billion wipeout as investors pan Elon Musk’s plan to spend ‘as fast as we can’

TSLA −−− weaker

Investors fear Musk's accelerated AI/Robotics spending lacks clear ROI, triggering a sell-off that wiped out $214B in market cap. This points to negative…

still in — 70h so far: 322.30 → 313.03 (-2.88%) · position still working
Jul 23 · 4:33 PM ET MarketWatch Top Stories

Alphabet’s massive profit growth is ‘illusory’, as SpaceX and Anthropic help mask a historic cash drain

GOOGL −− weaker

Alphabet's profit surge is an illusion from financial assets, not core ops. Analysts warn of cash drains and unrealized gains, pointing to weak fundamentals.

closed after 16h: 318.94 → 317.69 (-0.39%) · market moved this way
Jul 23 · 3:24 PM ET Investing.com Stock Market

Micron gains as Musk thanks it for ’significant’ memory chip allocation

MU ++ stronger

Musk's significant allocation points to a clear design win, validating demand for HBM/AI memory and supporting future revenue outlook.

closed after 17h: 986.35 → 981.60 (-0.48%) · market went the other way
Jul 23 · 2:14 PM ET CNBC Technology

Tesla falls 14%, Alphabet sinks 6% as AI spending concerns spook investors

GOOGL −−− weaker

Alphabet sinks 6% on AI spending worries, a direct negative hit to its fundamentals and sentiment.

closed after 19h: 320.08 → 317.69 (-0.75%) · market moved this way
Jul 23 · 1:18 PM ET MarketBeat

GE Vernova Just Sent a Mixed AI Signal to Investors

VST ++ stronger

VST benefits from strong AI-driven power demand, evidenced by backlog and revenue growth. Despite GE's stock drop, robust demand points to are positive for…

closed after 24h: 166.91 → 167.83 (+0.55%) · market moved this way
Jul 23 · 12:58 PM ET Yahoo Finance

Bank of America targets Nvidia's next $170 billion growth engine

NVDA ++ stronger

NVDA's $170B growth target points to strong long-term revenue and demand. Despite tech pullbacks, its AI expansion potential warrants a moderate-to-high positive…

closed after 15h: 209.81 → 208.76 (-0.50%) · market went the other way
Jul 23 · 11:11 AM ET Yahoo Finance

15 Billion Reasons Alphabet Shares Are Sinking After Reporting Strong Earnings Growth

GOOGL −− weaker

GOGL’s strong results were overshadowed by 'Sell the News' sentiment and rising VIX. Tech weakness (QQQ -2.2%) drove prices down despite positive fundamentals.

closed after 22h: 315.86 → 317.69 (+0.58%) · market went the other way
Jul 23 · 10:03 AM ET Google News — NVDA Ecosystem

Bank of America targets Nvidia’s next $170 billion growth engine - thestreet.com

NVDA ++ stronger

NVIDIA's $170B growth engine points to strong institutional confidence in its AI fundamentals, outweighing QQQ weakness. Analyst targets confirm robust future…

closed after 18h: 208.83 → 208.76 (-0.03%) · market barely moved
Jul 23 · 8:42 AM ET MarketBeat

Thematic Memory ETFs Give Investors a New Way to Play AI’s Hidden Bottleneck

MU +++ stronger

Persistent memory chip shortages, including DRAM/HBM, remain the strongest fundamental driver for MU's mid-to-long-term pricing and profitability.

closed after 24h: 964.80 → 981.60 (+1.74%) · market moved this way
Jul 23 · 8:07 AM ET Google News — NVDA Ecosystem

HBM Stack Inspection Market, Growth and Forecast 2036 - Fact.MR

MU ++ stronger

HBM market growth points to volume ramp, a positive mid-term catalyst for Micron's revenue and margins.

closed after 24h: 973.20 → 981.60 (+0.86%) · market moved this way
Jul 23 · 8:06 AM ET Seeking Alpha Market Currents

Google upped its capex forecast for 2026 yet again. These stocks are benefiting.

DELL +++ stronger

Dell, a key GPU server vendor to hyperscalers, sees clear upside as Google’s capex hike drives server orders and revenue.

closed after 4h: 441.80 → 445.03 (+0.73%) · market moved this way
Jul 23 · 7:03 AM ET Google News — NVDA Ecosystem

Idaho National Laboratory, Nvidia, AWS, X-energy launch Prometheus project under Genesis Mission - Data Center Dynamics

NVDA ++ stronger

NVIDIA’s AWS/INL Prometheus win points to GPU expansion into energy/HPC, confirming durable demand beyond standard cloud providers.

closed after 21h: 210.85 → 208.76 (-0.99%) · market went the other way
Jul 22 · 10:59 PM ET Google News — NVDA Ecosystem

Dell Technologies (DELL) Climbs 9.3% on Booming Demand for Nvidia-Powered AI Servers - Yahoo Finance

DELL +++ stronger

Booming Nvidia server demand lifts Dell shares 9.3%, confirming strong hyperscaler revenue fundamentals.

closed after 13h: 441.80 → 445.03 (+0.73%) · market moved this way
Get FX & macro reads live today →

US equities joining Pro soon. Free channel available. Pro $39.99/mo - founding rate $29/mo.