Sun Oct-18 15:03:56
times in Europe/Lisbon
🚨 Alert #4115 Fri Sep-04 18:30:24
Koh rules Qualcomm is Obligated to License SEPs to Competitors
A U.S. District Judge ruled that Qualcomm is obligated to license its standard essential patents to competing modem chip suppliers in a partial summary judgment favoring the FTC.
🎯 Tickers & verdicts
| ticker | direction | verdict | since close | 30m | day lo | day hi | intraday px |
|---|---|---|---|---|---|---|---|
| primary QCOM | ▼ bearish | FRESH | -0.34% | -0.24% | 167.12 | 170.73 | |
| peer AMD | ▲ bullish | PRICED | +3.84% | -0.65% | 460.18 | 477.75 | |
| TSM | · unclear | PRICED | +2.32% | -0.35% | 419.91 | 429.11 | |
| counterparty AAPL | ▲ bullish | PRICED | -2.02% | +0.15% | 318.52 | 328.48 | |
| NVDA | · unclear | REPRICING | +1.00% | -0.38% | 229.50 | 234.52 |
🧭 Decisions
| strategy | ticker | action | side | rationale |
|---|---|---|---|---|
| S1 | QCOM | ○ skip | — | news 7d+ old at decision, floor 4h → close +0.30% |
| S2 | AAPL | ○ skip | — | verdict PRICED — Δ prev close -2.02% · Δ 30m +0.15% · px 321.58 (prev 328.21) → close -0.30% |
| S3 | AMD | ○ skip | — | verdict PRICED — Δ prev close +3.84% · Δ 30m -0.65% · px 473.67 (prev 456.16) → close +0.86% |
| S4 | QCOM | ○ skip | — | news 7d+ old at decision, floor 4h |
📈 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 ≥ 70.