Mon Aug-31 19:07:08
times in Europe/Lisbon
🚨 Alert #1955 Wed Aug-05 16:20:42
Futures climb as Palantir and onsemi earnings signal unstoppable AI spending
Palantir reported strong Q2 2026 earnings with 93% revenue growth and raised full-year guidance, while ON Semiconductor also beat expectations, driving Nasdaq futures higher on renewed AI spending confidence.
🎯 Tickers & verdicts
| ticker | direction | verdict | since close | 30m | day lo | day hi | intraday px |
|---|---|---|---|---|---|---|---|
| primary PLTR | ▲ bullish | PRICED | -2.23% | -0.99% | 156.19 | 165.88 | |
| AMD | ▲ bullish | PRICED | -7.01% | -0.03% | 471.65 | 499.71 | |
| peer NVDA | ▲ bullish | PRICED | +3.35% | -0.44% | 215.00 | 222.10 | |
| MU | ▲ bullish | PRICED | +2.99% | +0.86% | 871.80 | 928.68 | |
| QCOM | ▲ bullish | PRICED | -2.65% | -0.42% | 156.30 | 162.68 | |
| SMCI | ▲ bullish | PRICED | -2.34% | +0.75% | 30.02 | 31.69 | |
| ASML | ▲ bullish | PRICED | -1.23% | -0.11% | 1673.00 | 1724.90 | |
| TSM | ▲ bullish | FRESH | -0.54% | -0.24% | 411.00 | 425.46 | |
| AVGO | ▲ bullish | FRESH | +0.47% | -0.32% | 414.40 | 426.25 |
🧭 Decisions
| strategy | ticker | action | side | rationale |
|---|---|---|---|---|
| S1 | PLTR | ○ skip | — | verdict PRICED — Δ prev close -2.23% · Δ 30m -0.99% · px 159.03 (prev 162.66) → close -0.42% |
| S2 | - | ○ skip | — | no counterparty in universe |
| S3 | NVDA | ○ skip | — | verdict PRICED — Δ prev close +3.35% · Δ 30m -0.44% · px 219.04 (prev 211.94) → close +0.55% |
| S4 | PLTR | ○ skip | — | verdict PRICED — Δ prev close -2.23% · Δ 30m -0.99% · px 159.03 (prev 162.66) |
📈 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.