Monday, October 26 | Read online Mixed: 56% of the watchlist green · VIX 19.02 · VIX term in contango — calm, premium-selling tape.This week: Fed Wed, 37 watchlist earnings, S&P 2.5% off its high. S&P 500 7,647 +0.31%, 2.5% below its high. VIX 19.0 in contango: normal, both sides open. 56% of the 142-name watchlist is green at the open (80 up, 62 down). Read ten minutes after the open. The name of the week AMZN reports Thursday after close: the market is braced for a 3.1% day By HM5 Trainer AMZN is expected to earn $1.96 a share against $1.95 a year ago. Its own volatility says a typical day is about ±3.1%; a report can be two of those. The desk has no read on it until the stack lines up. The crowd is on it too: 19 mentions in the last day. The desk's rule for a report is the same every time: no new option position across it, shares only with a stop sized for the move, and the honest trade is often to watch the reaction and take the second move, not the first. The board at the open
Binary events this week Monday · Oct 26 Earnings · VZ before open ±4.4% Tuesday · Oct 27 Earnings · BA before open ±2.1% · BBAI after the close · HOOD after close ±4.6% · PYPL before open ±1.7% · SOFI before open ±3.9% · SPGI before open ±2.0% · STX after close ±6.8% · UPS before open ±1.4% · V after close ±1.9% ASML Ex-dividend $2.11. Goes ex-dividend 2026-10-27 ($2.11 a share). Wednesday · Oct 28 Fed · 2:00 PM ET Earnings · AUR after the close · CVNA after close ±4.1% · ETSY before the open · F after close ±2.1% · FDX after close ±1.4% · GOOG after close ±2.0% · GOOGL after close ±2.0% · MSFT after close ±1.8% · NOW after close ±3.4% · VKTX after the close Thursday · Oct 29 Earnings · AMZN after close ±3.1% · CAT before open ±3.5% · COIN after close ±5.1% · INTC after close ±4.7% · LLY before open ±2.9% · MA before open ±1.8% · MRK before open ±2.9% · MSTR after close ±6.6% · PINS after close ±3.7% · RBLX after close ±4.3% · RIVN after close ±2.6% · RKT after the close · SBUX after close ±2.5% · TWLO after close ±6.1% Friday · Oct 30 Earnings · ABBV before open ±2.1% · CVX before open ±1.9% · XOM before open ±1.7% COST Ex-dividend $1.47. Goes ex-dividend 2026-10-30 ($1.47 a share). TXN Ex-dividend $1.52. Goes ex-dividend 2026-10-30 ($1.52 a share). The ± beside an earnings name is the size of a typical day for it, from its own volatility. The desk’s rule: no new option position across a report; shares only with a stop, sized for a move that big. The briefing Leading: Cons. Disc. +0.93%, Industrials +0.63%, Health Care +0.58%. Lagging: Communication -0.55%, Energy -0.50%, Cons. Staples -0.19%. First five minutes, up: TSLA +3.42% · DELL +2.26% · SOXL +1.92% · CSCO +1.46% · LLY +1.35% Down: MSTR -3.30% · MARA -3.28% · RIOT -3.11% · VZ -3.11% · CLSK -2.92% The last prints
Crypto: BTC 79,805 -0.50% · ETH 2,308 -0.81% · SOL 100.93 +0.16% Rates and the Fed, this week Week Ahead for FX, Bonds: Decisions From Fed, Other Central Banks in Focus · WSJ What To Expect From This Week’s Federal Reserve Meeting · Investopedia Fed to hit pause on rate hikes, but maybe not for long · Reuters Housing Week Ahead: Metro Rankings, Home Prices, and Fed Rate Decision · Realtor.com Where the desk leans CRWD LONG on Vertical SpreadsA+ · passes 5 of 6 gate checks Best on each board CRWD LONG · Share SetupsA+ · passes 5 of 6
LMT LONG · Vertical Spreads · 2026-10-23 XLE LONG · Vertical Spreads · 2026-10-23 SOXL SHORT · Vertical Spreads · 2026-10-22 A+ setups on the scans Weekly: PANW ▲ · CRWD ▲ · HPQ ▲ · NET ▲ · DDOG ▲ · COIN ▼ Options flow Calls: PLTR $8.3M · MDB $6.1M · LLY $5.6M · MU $5.5M A pick is the closest name to the six-check gate on its board; a Top Banana passed every check with a Trigger arrow firing. Both are paper trades on the desk, never advice. Hot stocks: what the crowd is on
Mentions across the trading crowd in the last 24 hours. Crowded is not the same as right; the desk’s read is beside the names it has one for. Mergers and corporate actions CDNL Cardinal Infrastructure Group · 8-K filed 2026-10-19 BRZE Braze · 8-K filed 2026-10-20 SGRY Surgery Partners · 8-K filed 2026-10-26 APEX Tech Acquisition · 8-K filed 2026-10-21 ENVA Enova International · 8-K filed 2026-10-16 EQT EQT · 8-K filed 2026-10-26 RRC RANGE RESOURCES · 8-K filed 2026-10-26 SEC filings (8-K) that mention a merger, acquisition or agreement, newest first. A filing is a fact; what it means for the price is the week’s question. The world Bloomberg News Hires Shariq Khan to Cover Middle East Oil Markets · citybiz Oil Prices Fall as Traders Weigh U.S.-Iran Diplomacy, Saudi Attacks · WSJ IEA: the latest developments in oil markets · Hydrocarbon Engineering U.S. Treasury yields are little changed as investors look ahead to the Fed's rate decision · CNBC Oil price falls back as traders remain focused on Middle East conflict · Financial Times Tariffs, trade talks, oil, the Middle East, Russia and Ukraine, and the bond market: the things that move the whole tape at once, from the wires. Headlines only, no view. From the News Tape Anthropic IPO live updates: AI lab lost $80.7 billion in first half of 2026 · Oct 26, 9:28 AM ET Exchange-Traded Funds, Equity Futures Higher Pre-Bell Monday Ahead of Big Tech Earnings, Fed Decision · Oct 26, 9:18 AM ET Apollo to buy nearly 10% stake in Abu Dhabi-backed alternative asset manager Mubadala Capital · Oct 26, 9:09 AM ET Q3 Peak Season Arrives: Strong Beats, Sky-High AI Scrutiny · Oct 26, 9:03 AM ET Fanatics teams up with OpenAI for new AI-powered shopping suggestion feature · Oct 26, 9:02 AM ET Update: US Equity Futures Rise Pre-Bell as Traders Assess Declining Oil Prices, Await Fed Rate Decision This Week · Oct 26, 9:02 AM ET The Better Buy? Why IGSB and SMB Serve Different Purposes · Oct 26, 8:50 AM ET 4 of the Highest Yields in the S&P 500 That Are Actually Covered · Oct 26, 8:48 AM ET Everything above is what the Tape shows at 9:40 ET, in plain English. Paper trading and education only: nothing here is financial advice, a recommendation, an instruction to follow, or a promise of income. Do your own homework before every trade. Trading carries a substantial risk of loss. Headlines belong to their publishers. Hou5eMoney · support@hou5emoney.com · Unsubscribe · Past issues |
Top Bananas, last 7 days