The S&P 500 added 0.65% to 7798.99 and the Nasdaq Composite gained 0.81% to 26803.03, while the Dow lagged with a 0.13% gain to 53839.99 as the VIX eased 0.68% to 14.53. Comm. Services led sectors with a 2.07% advance alongside Real Estate (+1.42%), while Materials brought up the rear at -0.51%. Small-cap speculative names dominated the tape's extremes: WETO surged 168.71% and STKH jumped 111.81%, while AMPG (-26.54%) and KLC (-26.5%) led decliners. Futures point to a subdued open (S&P +0.1%, Dow -0.12%), and small-cap earnings beats (Cycurion, TOMI, PMV Pharmaceuticals) plus the resolved Tesla Sweden labor strike were the notable headline threads.
Change on the day for the major indices. VIX sits in the metric strip above — it reads inversely, so it is kept out of this scale.
Every bar opens the sector ETF's live page.
QL signal universe · click a bar for the live 5-factor read.
QL signal universe · click a bar for the live 5-factor read.
Breadth is broadening, up 5.1 points versus yesterday, with 41.4% of the 3,127-name universe reading bullish (buy + strong buy) versus 18.5% bearish. The distribution skews constructive — 1,296 combined buy/strong-buy signals against just 56 strong-sells — suggesting participation is widening beyond mega-cap leadership rather than narrowing into a handful of names.
Hover the line (or focus it and use ← →) to read any single session.
Strong Buy standouts: LLY · MU · ASML · V · CSCO · PLTR · PANW · ARM · ANET · BHP · CRWD · AMGN
Strong Sell standouts: META · APP · NRG · TSN · AGI · WMG · ABVX · HIMS · ESAB · REZI · GPI · LASR
See full signals →| Ticker | Next Report | In | Last EPS YoY | Last Rev YoY |
|---|---|---|---|---|
| MSFT | 2026-09-12 | 29d | +31.8% | +17.7% |
| AVGO | 2026-09-30 | 47d | +85.4% | +47.9% |
| WMT | 2026-10-10 | 57d | +19.6% | +7.3% |
| NVDA | 2026-10-24 | 70d | +214.5% | +85.2% |
| TSLA | 2026-11-14 | 92d | -3.0% | +25.5% |
| AAPL | 2026-11-21 | 99d | +28.7% | +16.4% |
Bar length = days until the report · green/red = last EPS YoY direction · click through to the live page.
Year-over-year movement
The catalyst calendar is light: a handful of small-cap IPOs (HCPC, JTTT, LYNX, MDRN, POCH, CAPI) are on deck but no major corporate events are scheduled, and the nearest mega-cap earnings print (MSFT) is still 29 days out.
| Ticker | Company | Listing Date | In | Offer Range | Exchange |
|---|---|---|---|---|---|
| LYNX | Lyntris Inc | 2026-08-19 | 5d | $19–$22 | XNYS |
| HCPC | HengHong Technology Inc. | TBA | — | $6–$7 | XNAS |
| JTTT | Jatt III Acquisition Corp. | TBA | — | $10 | XNAS |
| MDRN | Modern Mining Technology Corp | TBA | — | $4.25 | XASE |
| POCH | Poche Technology Co. Ltd | TBA | — | $5–$7 | XNAS |
| CAPI | Capstone 72 Inc. | TBA | — | $4 | XNAS |
| SUCH | Suchness Tech Ltd. | TBA | — | $6 | XNAS |
| FIT | Fitness Fanatics Ltd. | TBA | — | $5 | XNAS |
| YLUZ | YPF Electric Energy S.A. | TBA | — | — | XNYS |
| NUOX | NuvOx Therapeutics Inc. | TBA | — | $8 | XASE |
Listing-pipeline headlines
Full pipeline + S-1 tracker on IPO Radar · pre-IPO valuations and secondaries on Private Companies.
The private tape stayed active: Firmus Technologies closed a $2B growth equity round led by Nvidia & Coatue at a $10.5B valuation, and Cambridge Aerospace raised a $300M Series C led by DFJ Growth at a $3.4B valuation. Sequoia Capital and Greenoaks are the most active leads this stretch with four deals apiece, while AMD's two deals account for $10B in deployed capital.
| Date | Company | Event | Amount | Lead Investor |
|---|---|---|---|---|
| 2026-08-10 | Cambridge Aerospace · Defense | Series C $300M led by DFJ Growth | $300M | DFJ Growth |
| 2026-08-10 | Edgify · Artificial Intelligence | Series A $9M led by Rank Ventures and Mangrove Capital Partners | $9M | Rank Ventures and Mangrove Capital Partners |
| 2026-08-10 | Visoid · Artificial Intelligence | Funding round $3M led by Skyfall Ventures | $3M | Skyfall Ventures |
| 2026-08-09 | SiteVue AI · AI | Seed $8M led by Penny Jar Capital & Overture | $8M | Penny Jar Capital & Overture |
| 2026-08-08 | SOURCE · Computers, Parts and Peripherals | Series D $400M led by Situational Awareness | $400M | Situational Awareness |
| 2026-08-07 | Firmus Technologies · AI | Growth Equity $2,000M led by Nvidia & Coatue | $2.0B | Nvidia & Coatue |
| 2026-08-07 | Lumilens · AI | Series C $700M led by Atreides Management, Bain Capital Ventures, Meritech, Seligman Ventu | $700M | Atreides Management, Bain Capital Ventures, Meritech, Seligman Ventures & Spark Capital |
| 2026-08-06 | Hadrian · Defense / Industrials | Series D $1,370M led by JPMorgan Strategic Investment Group (anchor) | $1.4B | JPMorgan Strategic Investment Group (anchor) |
Track 2,132 pre-IPO names on Private Companies · browse 280+ investor profiles · live deal tape on Deal Signals.
Bar = amount raised · click through to the company's pre-IPO page.
Where the money went — sector split
Most active lead investors (last 45 days)
Educational framework discussion of market conditions — not investment advice or a recommendation to buy or sell any security.
A 0.65% S&P gain can mean very different things depending on participation: if it's driven by a handful of mega-caps while most stocks lag, that's fragile leadership; if it's accompanied by broadening breadth — like today's 5.1-point improvement and 41.4% bullish universe reading — it suggests a wider swath of stocks are participating in the move. Traders often use breadth as a lead indicator because narrow rallies (few stocks, big weight) tend to be more vulnerable to reversal when those leaders stumble. Today's setup, with strong-buy signals spread across sectors (LLY, MU, ASML, V, CSCO in tech/health/financials), leans toward the broadening camp rather than concentrated leadership. The takeaway isn't to chase the move, but to track whether breadth keeps expanding or reverts — that shift itself is the actionable signal.