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.
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. Every card is graded the same way the app grades it: the price at the read, and the price at the 24-hour mark, or the last price before the close if the market is shut at that mark, and the card says so. A read with no real price at both ends is not graded at all, and a frozen price while the market was shut is not a result. Updated 2026-10-26 09:10.
US equities are in final testing — reads join Pro once every gate passes. FX & macro reads are live today.
Weekly distribution of the strong reads graded at the 24-hour mark, and only when a real price existed at both ends. Reads graded at a market's close instead appear as cards only and are not counted here. A frozen price while the market was shut is not a result. The newest month is still being graded and is not shown until it is settled. Judge for yourself.
Method corrected Sep 15, 2026, in two parts made together: every strong read now counts once (earlier versions left out reads the feed had already retired), and every read counted here is graded at the 24-hour mark. Both changes moved the numbers. The earlier files are kept, and the rule for these totals is fixed from here.
Same rule as above, applied to every month since the system went live. A closed month is settled once and left alone — with one exception, below, when we found the rule itself was wrong.
Method corrected Sep 15, 2026, in two parts made together: every strong read now counts once (earlier versions left out reads the feed had already retired), and every read counted here is graded at the 24-hour mark. Both changes moved the numbers. The earlier files are kept, and the rule for these totals is fixed from here.
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.
| Month | strong reads | moved with | against | barely moved |
|---|---|---|---|---|
| Jul 2026 | 2365 | 1069 | 1128 | 168 |
| Aug 2026 | 2505 | 1110 | 1057 | 338 |
| Sep 2026 | 2056 | still being graded — published when the month is settled | ||
| Oct 2026 | 1609 | 564 | 940 | 105 |
The cards below are the 30 most recent strong reads, at most three per instrument, so one busy day cannot fill the page.
Vera Rubin’s 'AI Factory in a Box' cuts deployment to 14 days, addressing key pain points.
Data center capacity shortages of up to 45% by 2027 threaten NVIDIA’s fulfillment and revenue, pointing to a negative shift in its once-strong supply chain.
Amazon's $2B data center project points to strong AI infrastructure demand, boosting long-term GPU outlook.
VST's energy asset trades reflect surging AI-driven power demand, a positive read for utility and data center power sectors.
CoreWeave’s AI revenue surged 123%, aligning with strong demand for its NVDA GPUs.
Forestalia’s power asset sales read expanding data centers, boosting demand for Vertiv’s cooling and power solutions.
Vertiv's immersion cooling is key to efficient DSX POD deployment. This accelerates demand for VRT's power and thermal management solutions.
CoreWeave (CRWV) dips despite buy ratings, reflecting real selling pressure.
SpaceX’s Tower network expansion confirms strong Capex demand, a clear fundamental positive for SPCX despite sector rotation. Rated medium.
Broadcom "holds the throne," confirming its dominant position in AI infrastructure and custom silicon.
Micron’s 3D DRAM pivot points to proactive differentiation from rivals, potentially easing price wars.
TSMC reduces rare earth reliance, boosting supply chain resilience.
NVDA’s containerized AI factory commoditizes infrastructure, threatening Neocloud providers like SPCX by eroding their differentiation.
SpaceX’s upgrade from Sell to Buy on its AI business (e.g., Starlink) confirms a positive fundamental shift and validates the new growth narrative.
CoreWeave’s 'Musk AI win' confirms strong demand and leadership in GPU-as-a-service. Despite SOXX weakness, CRWV's fundamentals support revenue growth.
VRT benefits from Supermicro’s liquid-cooled rack launch, confirming the cooling trend. Chip weakness is offset by strong infrastructure demand.
SK hynix surges on strong fundamentals like HBM share gains, outperforming the weak SOXX/SMH chip sector.
AMD raised Q3 revenue to $13B, shifting wafer capacity to AI. This points to strong demand and direct resource allocation for AI growth.
Vistra, an AI DC power provider, faces headwinds as key city bans on data centers may delay projects and slow new power demand.
E.ON’s nuclear commitment for AI boosts CEG, validating its core long-term thesis amid the energy sector's nuclear revival.
Google’s data center expansion points to strong AI infrastructure demand, benefiting Dell as a key supplier.
WDC’s clear guidance ($5.1B rev, 60-61% GM) points to strong fundamentals.
SMCI is highly sensitive to chip sector negativity, acting as NVDA's high beta. When SOXX drops and AI bubble fears rise, selling pressure hits SMCI hardest.
Broadcom advances optical-electronic convergence for AI data centers, a clear fundamental positive for AVGO despite weak SOXX.
TSMC Phoenix ecosystem expansion boosts supply chain efficiency.
Amazon’s data center expansion points to strong AI infrastructure demand, benefiting Dell’s server and networking orders.
SMCI’s server & cooling business faces revenue/order risk from DC project halts, driving volatility tied to infrastructure news rather than NVDA.
Amazon’s Montgomery County data center expansion confirms AWS capex and cloud/AI demand, pointing to strong underlying need despite ROI concerns.
US equities joining Pro soon. Free channel available. Pro is $14.99/mo with a 7-day free trial.