The Dow gained 1.02% and the Russell 2000 jumped 1.65% while the S&P 500 added 0.28% and the Nasdaq slipped 0.02% — a clear rotation out of tech and into cyclicals and defensives. Health Care led all sectors at +2.37% with Real Estate (+1.70%) and Utilities (+1.26%) following; Technology was the lone decliner at -0.28%. Single-name action was extreme in the speculative tier: MBRX surged 2,235.85% and REVB 699.06%, while RAIL fell 31.37% and GLE 19.23%. VIX eased 0.81% to 17.17, keeping volatility subdued despite the 10-year holding at 5.15%.
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.
Bullish signal share sits at 40.7% of the 4,759-name universe, up 5.6 points from yesterday — a meaningful broadening, not a narrow mega-cap push. Breadth expanding alongside a tech-lag day suggests participation is rotating into the laggards rather than leadership thinning, which is the healthier risk-on pattern. The distribution remains heavily neutral (2,230 names), so this is participation off a low base, not euphoria.
Hover the line (or focus it and use ← →) to read any single session.
Strong Buy standouts: TRI · SN · ZG · RYAN · KRMN · MANE · GEF.B · KLRA · IMCR · NYAX · TRAX · PHR
Strong Sell standouts: GE · SMTC · DVA · LQDA · ERO · VOYG · AESI · ANAB · PSQL · XTND · FEIM · RZLV
See full signals →| Ticker | Next Report | In | Last EPS YoY | Last Rev YoY |
|---|---|---|---|---|
| GOOGL | 2026-10-22 | 1d | +294.4% | +24.2% |
| TSLA | 2026-10-22 | 1d | -3.0% | +25.5% |
| MSFT | 2026-10-28 | 6d | +0.0% | +17.7% |
| AMZN | 2026-10-30 | 8d | +242.3% | +19.6% |
| META | 2026-10-29 | 8d | -13.4% | +28.0% |
| AAPL | 2026-10-30 | 9d | +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
GOOGL and TSLA report tomorrow (Oct 22), with MSFT, META, AMZN, and AAPL stacked into the following week. IPO calendar stays active: DAVION HEALTHCARE (DAVI) lists Oct 22 and Lycia Therapeutics (LYCA) at a $16-18 range on Oct 23.
| Ticker | Company | Listing Date | In | Offer Range | Exchange |
|---|---|---|---|---|---|
| BIAI | Bitari Inc | 2026-10-19 | listed | $7–$7 | XNAS |
| DAVI | DAVION HEALTHCARE PLC | 2026-10-22 | 1d | — | XNAS |
| LYCA | Lycia Therapeutics, Inc. | 2026-10-23 | 2d | $16–$18 | XNAS |
| YHTE | Primagrove Ltd | 2026-11-09 | 19d | $4–$6 | XNAS |
| CGL | CGL Logistics Holdings Ltd | TBA | — | $4–$4 | XASE |
| FGO | FG Holdings Limited | TBA | — | $4–$4 | XNAS |
Full pipeline + S-1 tracker on IPO Radar · pre-IPO valuations and secondaries on Private Companies.
The private tape is hot at the top: TypeSafe AI raised an $870M Series A at a $7.5B valuation led by Andreessen Horowitz, which is also the most active lead investor on the board with 13 deals and $2.2B deployed — well ahead of Insight Partners (8 deals, $441.6M) and Sequoia (6 deals, $230M). Benchmark's $60M seed into Hone at a $285M valuation is the other standout on the board.
| Date | Company | Event | Amount | Lead Investor |
|---|---|---|---|---|
| 2026-10-12 | Ambi · AI | Pre-Series A $26M led by Luminous Ventures | $26M | Luminous Ventures |
| 2026-10-09 | Ultra · Robotics | Series A $50M led by Framework Ventures | $50M | Framework Ventures |
| 2026-10-09 | TypeSafe AI · AI | Series A $870M led by Andreessen Horowitz | $870M | Andreessen Horowitz |
| 2026-10-09 | Hone · AI | Seed $60M led by Benchmark | $60M | Benchmark |
| 2026-10-09 | Meticulous · Enterprise Software | Series A $15M led by Chemistry | $15M | Chemistry |
| 2026-10-09 | Kapta Space · Space | Series A $24M led by Washington Harbour Partners | $24M | Washington Harbour Partners |
| 2026-10-09 | Klarent · Enterprise Software | Seed $8M led by Mosaic Ventures | $8M | Mosaic Ventures |
| 2026-10-08 | Manus AI · AI | Growth $500M led by Boyu Capital / IDG Capital | $500M | Boyu Capital / IDG Capital |
Track 2,699 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.
Today's setup is a textbook breadth-confirmation signal. When an index grinds higher on a handful of mega-caps, the rally rests on thin leadership and is vulnerable to a single earnings miss — which is why tomorrow's GOOGL and TSLA prints matter more than usual. Today's reading shows the opposite: bullish signals broadened 5.6 points to 40.7% while tech lagged, meaning money is flowing into second-tier and non-tech names. That dispersion-with-breadth pattern historically marks rotation phases where prior laggards catch up, rather than distribution phases where leadership narrows into a few winners. The key tell to watch: whether breadth holds above 40% after the mega-cap earnings window, or collapses back as capital re-concentrates.