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🚨 Alert #1844 Tue Aug-04 18:30:27

Marvell, Sandisk, SK Hynix lead semiconductor stock rally as S&P 500 trades at record highs
ca.finance.yahoo.com · Tue Aug-04 18:22:16 published · Tue Aug-04 18:30:27 alerted · alerted 8m after publish · read at ca.finance.yahoo.com ↗ · earnings · mat 65

Semiconductor stocks including Micron and AMD rallied ahead of AMD's earnings report, while Marvell launched new AI-optimized memory products at the Flash Memory Summit.

🎯 Tickers & verdicts

tickerdirectionverdictsince close30mday loday hiintraday px
primary AMD· unclearPRICED+8.40%+0.25%469.87529.54
MU bullishPRICED+8.05%+0.07%861.76900.43
peer NVDA bullishPRICED+2.28%+0.32%208.89216.89

🧭 Decisions

strategytickeractionsiderationale
S1AMD○ skipdirection unclear for AMD → close -0.44%
S2-○ skipno counterparty in universe
S3NVDA○ skipverdict PRICED — Δ prev close +2.28% · Δ 30m +0.32% · px 211.35 (prev 206.64) → close +0.42%
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.

← #1843 · #1845 → · 📅 2026-08-04 day report