The cash tape sold off into the close with the Dow -1.21% and S&P -0.45%, while the Nasdaq held essentially flat at -0.01% — but overnight futures are sharply bid across the board, with Nasdaq futures +1.57% and S&P futures +1.25%. Energy (-2.88%) and Financials (-1.62%) led the decline; Technology (+0.1%) and Health Care (+0.07%) were the only sectors in the green. VIX imploded -9.94% to 15.49, a striking vol compression against a down spot day. Single-name action was dominated by AEMD (+434%) on the upside and LGVN (-51.65%) and FLNC (-22.98%) on the downside.
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.
The 4800-name universe shows 24.6% bullish breadth with a +2.3pt delta versus yesterday — direction is broadening, meaning participation is extending beyond a narrow leadership cohort even as spot closed lower. With 1,157 buy signals versus 817 sells and 2,763 neutral, the distribution skews cautiously constructive rather than aggressively risk-on, consistent with a market where the overnight futures bid has more momentum conviction than the cash session did.
Hover the line (or focus it and use ← →) to read any single session.
Strong Buy standouts: GH · SMTC · IOVA · ABCL · EMAT · SABR · BBSI · BUUU · VBNK · PROK · SUPX · PDEX
Strong Sell standouts: FDXF · CSL · GKOS · IONS · IBP · HLNE · HP · SHAK · BOBS · ANRO · WINA · RHLD
See full signals →| Ticker | Next Report | In | Last EPS YoY | Last Rev YoY |
|---|---|---|---|---|
| MSFT | 2026-10-26 | 38d | +31.8% | +17.7% |
| TSLA | 2026-11-16 | 60d | -3.0% | +25.5% |
| AAPL | 2026-11-23 | 66d | +28.7% | +16.4% |
| XOM | 2026-11-24 | 68d | +112.2% | +42.3% |
| JPM | 2026-11-30 | 73d | +46.9% | +27.7% |
| NVDA | 2026-12-17 | 91d | +127.8% | +105.9% |
Bar length = days until the report · green/red = last EPS YoY direction · click through to the live page.
Year-over-year movement
Calendar is moderately active near-term: Electra Therapeutics (ETRA, $14-16 range) and Orion180 Insurance (OIG, $15-17) price tomorrow, with Amaero (AMRO) and Bamboo Insurance (BMB) on 9/23. Earnings are thin — next major prints are MSFT on 10/26 and TSLA on 11/16.
| Ticker | Company | Listing Date | In | Offer Range | Exchange |
|---|---|---|---|---|---|
| HNUC | Holtec Nuclear Corp. | 2026-09-17est. | listed | $15–$18 | XNAS |
| ETRA | Electra Therapeutics Inc | 2026-09-18 | 1d | $14–$16 | XNAS |
| OIG | Orion180 Insurance Group Inc. | 2026-09-18 | 1d | $15–$17 | XNAS |
| AMRO | Amaero Inc. | 2026-09-23 | 6d | $7.06 | XNAS |
| BMB | Bamboo Insurance Services Inc. | 2026-09-23 | 6d | $18–$20 | XNYS |
| BYOP | KiNRG Inc. | TBA | — | $4–$5 | XASE |
| HFE | Hao Feng Group Ltd. | TBA | — | $6.5 | XASE |
| JRWP | Jingrui Wang Pu Holdings Group Ltd. | TBA | — | $4–$6 | XNAS |
| VCCG | V Capital Consulting Group Ltd | TBA | — | $4 | XNAS |
| ADRX | ADARx Pharmaceuticals Inc. | TBA | — | — | XNAS |
Listing-pipeline headlines
Full pipeline + S-1 tracker on IPO Radar · pre-IPO valuations and secondaries on Private Companies.
Private tape is active: Impulse Space closed a $308M Series D extension at a $5.6B valuation on 9/16, and Arcee AI raised $150M Series B at $1B led by Vista Equity Partners. Sequoia Capital co-led Profound's $180M Series D at $1.8B, and Andreessen Horowitz remains the most active lead investor with 5 deals totaling $694M.
| Date | Company | Event | Amount | Lead Investor |
|---|---|---|---|---|
| 2026-09-16 | Impulse Space · Defense & Space | Series D extension $308M | $308M | — |
| 2026-09-16 | Arcee AI · AI | Series B $150M led by Vista Equity Partners / Cambium Capital / Emergence Capital (co-led) | $150M | Vista Equity Partners / Cambium Capital / Emergence Capital (co-led) |
| 2026-09-15 | Factory · Developer Tools | Growth round (series undisclosed) $200M | $200M | — |
| 2026-09-15 | Profound · AI | Series D $180M led by Sequoia Capital / Kleiner Perkins (co-led) | $180M | Sequoia Capital / Kleiner Perkins (co-led) |
| 2026-09-15 | Instinct · AI | New round — IN TALKS, not closed | — | — |
| 2026-09-15 | TypeSafe AI · AI | Seed $40M led by DCVC | $40M | DCVC |
| 2026-09-14 | Temporal · Software Development Applications | Series E $550M led by Lightspeed | $550M | Lightspeed |
| 2026-09-14 | Cornelis Networks · AI | Series C $205M led by IAG Capital Partners | $205M | IAG Capital Partners |
Track 2,425 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.
Breadth expanding +2.3pts while the VIX drops nearly 10% is an uncommon pairing. Normally, falling vol coincides with narrowing leadership as capital concentrates in a few names. When breadth broadens instead, it means new longs are being initiated across a wider universe — the AEMD +434% and GNRC +32% type moves are not just index-driven flows but idiosyncratic repositioning. This pattern is historically associated with early-stage regime transitions where de-grossing on shorts precedes a directional move. The risk is that breadth can reverse quickly if the overnight futures bid fails to hold, so the open is the critical test.