Mon Aug-31 19:07:45
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🚨 Alert #1612 Mon Aug-03 13:00:48

Can Oil, ISM and AMD keep the tech rebound alive? | FXStreet
fxstreet.com · Mon Aug-03 12:50:03 published · Mon Aug-03 13:00:48 alerted · alerted 10m after publish · read at www.fxstreet.com ↗ · earnings · mat 65

Market commentary highlights AMD's upcoming earnings report as a key test for the technology sector rebound and AI spending viability.

🎯 Tickers & verdicts

tickerdirectionverdictsince close30mday loday hiintraday px
primary AMD· unclearPRICED-4.48%-0.55%457.76495.13
AMZN· unclearPRICED+17.37%-0.02%275.80286.78
MU· unclearPRICED-10.31%-1.13%777.38840.85
GOOGL· unclearPRICED+8.44%-0.11%361.61375.97
AAPL· unclearPRICED-6.57%+0.19%302.90311.92
MSFT· unclearPRICED+5.15%+0.15%472.09491.29
META· unclearPRICED+5.05%+0.12%562.45597.04
QCOM· unclearPRICED-3.74%-0.57%143.27152.20
PLTR· unclearPRICED+2.87%-0.58%124.61144.72
ASML· unclearPRICED-2.31%-0.44%1592.041654.25
peer NVDA· unclearREPRICING+1.74%-0.53%197.69208.66
TSM· unclearPRICED-1.42%-0.30%390.66409.80
SMCI· unclearREPRICING+1.02%-0.57%27.7528.90
TSLA· unclearPRICED+1.00%-0.42%310.90324.21
AVGO· unclearREPRICING-0.71%-0.54%376.04392.45

🧭 Decisions

strategytickeractionsiderationale
S1AMD○ skipdirection unclear for AMD → close +4.53%
S2-○ skipno counterparty in universe
S3NVDA○ skipdirection unclear for NVDA → close +3.91%
S4AMD○ skipdirection unclear for AMD

📈 Trades

no trades spawned

📖 Glossary

  • S1 primary — trades the alert's primary ticker in the direction the article itself indicates; exits at the same day's close.
  • S2 counterparty — trades the inferred counterparty ticker (weakest signal, LLM-inferred sympathy); exits at the same day's close.
  • S3 peer — trades an inferred peer ticker (also LLM-inferred sympathy); exits at the same day's close.
  • S4 overnight — holds the primary ticker from today's close to the NEXT day's close.
  • Verdicts are decided top-to-bottom, first match wins; REPRICING is also the fallback when nothing else matches (2026-08-08 #220).
  • UNKNOWN — a needed price input (move since close or move in the last 30m) is missing.
  • PRICED — |move since previous close| ≥ 2.0%: already reflected in price.
  • REPRICING — |move in the last 30m| ≥ 0.5%: the tape is actively moving on it. Also covers a quieter move — |move since previous close| in [1.0, 2.0) with a quiet last-30m tape: still developing, not yet priced.
  • FRESH — |move since previous close| < 1.0%: a genuinely new move.
  • materiality — how market-moving the story was judged, 0-100 — alerts require materiality ≥ 60.

← #1611 · #1613 → · 📅 2026-08-03 day report