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. 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 2026-09-11 08:28.
US equities are in final testing — reads join Pro once every gate passes. FX & macro reads are live today.
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.
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.
| Month | strong reads | moved with | against | barely moved |
|---|---|---|---|---|
| Jul 2026 | 1638 | 702 | 694 | 242 |
| Aug 2026 | 1860 | 669 | 693 | 498 |
| Sep 2026 | 624 | 206 | 248 | 170 |
Strong Azure execution and physical buildout confirm robust AI cloud demand converting to real Capex.
Heavy data center expansion points to strong AI investment to maintain cloud leadership.
AVGO benefits from fast-growing Custom AI Accelerators, securing stable revenue and market share.
AVGO wins first custom AI chip for OpenAI, validating its capabilities and expanding hyperscaler base.
OpenAI’s Broadcom chip partnership marks a major Design Win, validating AVGO’s AI silicon credibility vs. NVIDIA and boosting margins.
SPCX surges on data center overhaul and UK defense deal, boosting fundamentals and revenue.
Oracle’s pivot to AI boosts cloud fundamentals. Despite SOXX weakness, rising AI workloads directly support ORCL’s valuation.
Amazon signs $60B deal with Qualcomm for AI chips and optical networking, boosting Qualcomm's hyperscaler revenue and market share.
Direct earnings read-throughs read strong business results or market significance, acting as a positive catalyst for sector leaders.
SK Hynix’s pricing power from the HBM shortage boosts margins. This fundamental strength outweighs SOXX weakness for HBM players.
Headline: 'AI Infra & CPU Demand Boost Outlook.' Direct positive read for ARM's fundamentals.
Vertiv benefits from the shift of data centers to cool climates, lowering PUE and power costs.
Public land data centers drive massive power demand. VST, an East Coast utility with many DC projects, will directly benefit from this surge.
Dell’s close NVIDIA partnership and large AI buildouts read rising GPU server demand, a key revenue driver for its Infrastructure Solutions segment.
Vistra benefits structurally from AI-driven power demand via PPAs, confirming stable energy needs beyond Meta and nuclear.
Micron benefits from the HBM shortage, pointing to strong demand and pricing power that boost margins.
SK Hynix, a key HBM supplier for NVIDIA, sees AI accelerator prices surge 20-50%, confirming strong demand and pricing power.
Direct HBM shortage news is huge for Micron (MU). Scarcity boosts pricing power and clear per-unit revenue gains.
Nvidia and Meta’s HBM demand directly boosts SK Hynix, the key supplier benefiting from the AI boom.
QCOM secures a $60B AWS contract for chips and optical networking through 2036, validating its data center expansion and long-term revenue growth.
Google Cloud’s 82% revenue growth points to a strong fundamental beat, reflecting high AI infrastructure demand and market share gains for GOOGL.
Fortum’s push for clean, stable power points to strong demand from hyperscalers, boosting US nuclear leader CEG.
Nebius, CoreWeave's parent, is a preferred partner for sovereign AI. This confirms strong enterprise GPU demand, boosting CoreWeave's fundamentals.
Amazon invests $1.6B in Texas with Wiwynn, pointing to strong AI infrastructure demand and scale-up for its cloud business.
Qualcomm secured a major hyperscaler design win, validating its edge AI chips for cloud infrastructure and driving new revenue beyond smartphones.
AMZN’s $200B+ AI Capex confirms strong cloud demand, boosting long-term revenue and investor confidence despite short-term ROI concerns.
10% Enterprise CPU price hike points to clear pricing power.
CRWV’s data center engineering news and a $15B EU capex read clear demand for its cooling and infrastructure solutions.
Bloom Energy (CEG) is central to the news.
US equities joining Pro soon. Free channel available. Pro $39.99/mo - founding rate $29/mo.