Market Tape.

KO’s Regional Mix Test: More Volume Can Carry Less Value | October 4, 2026

Asia Pacific’s volume and price/mix crosscurrent, with an October 27 checkpoint and a daily reclaim map.

JPM’s Interest Income Rose While Its Yield Fell | October 4, 2026

A larger earning-asset base, a lower net yield and the daily $343 reclaim ahead of October 13.

MSFT’s Capex Label Changes Before Its Spending Story Does | October 4, 2026

Lease classification, depreciation timing and the daily $510 retest

COST’s Gasoline Adjustment Changes the Growth Question | October 4, 2026

Reported sales, adjusted activity and the daily $930 reclaim test

CVX’s Busy Refineries Still Need a Margin Test Before October 30 | October 3, 2026

A closed-market Chevron study: distinguish capacity use from profit, then test the $208.25 daily ceiling.

JNJ’s Psoriasis Percentages Need Matching Definitions Before a Growth Story | October 3, 2026

An October 2 durability update, a comparison trap, and the daily $255–$265 recovery test ahead of October 13.

ABT’s Screening Launch Has a Completion Funnel Before It Has a Revenue Run Rate | October 3, 2026

SimpleScreen CRC adds an access route; the investor test runs through completed tests, economics and an October 21 reporting checkpoint.

INTU’s Growth Gap Is Not Mailchimp’s Growth Rate | October 3, 2026

A weekend comparison lesson: separate a weighted growth bridge from a standalone forecast, then let the daily chart test the recovery.

AMD’s Space Chip Has a Qualification Clock: Samples Are Not Flight-Ready Sales | October 3, 2026

A new Versal package, expected 2027 availability and a daily rally already far above its trend average.

LMT’s Earnings Rebound Needs a Clean Comparison Before October 22 | October 3, 2026

A Finnish F-35 delivery milestone, a loss-heavy prior year and the daily chart’s $500 test.

VZ’s Free Cash Flow Has a Boundary: Spectrum Still Needs Cash | October 3, 2026

Read the liquidity footnote before treating $10.2 billion as fully discretionary money.

SBUX’s China Model Change Shrinks Revenue and Lifts Margin | October 3, 2026

A smaller accounting perimeter needs a different growth comparison; the daily chart still sits below $100.

DE’s Farm-Cycle Bottom Is a Forecast: Follow the Volume–Price Bridge | October 3, 2026

Deere’s large-ag profit bridge shows why pricing can soften a volume decline without proving a demand recovery.

CAT’s Data-Center Power Story Needs an Application Map | October 3, 2026

Power generation grew faster than the wider segment. Follow the equipment application before assigning an AI revenue label.

WMT’s Price Investment Test: Follow the Tariff Refund Into Gross Profit | October 3, 2026

A refund can improve adjusted profit while lower shelf prices change the next comparison. A fresh weekly chart frames the next equity session.

IBM Bob Moves Inside the Customer’s Walls: Deployment Freedom Still Needs Revenue Proof | October 3, 2026

A new self-hosted AI option meets a stock below its 55-day EMA. Weekend research for the next equity session.

CSCO’s $46.7 Billion Contract Pool Has a Clock | October 3, 2026

RPO includes deferred revenue; conversion timing matters beside Cisco’s fresh daily reclaim of $111.50.

TXN’s Cash Bridge: Count CHIPS Benefits Once Before October 21 | October 3, 2026

Operating cash, capital spending and incentive proceeds need separate rows; a fresh daily chart frames the move toward $300.

LRCX’s Support Business Includes Equipment: Read the Revenue Label Before October 21 | October 3, 2026

A semiconductor-cycle review of service, spares, upgrades and Reliant equipment, with a fresh closed-market daily chart.

Chips Are Ripping. Most Stocks Aren’t. What Happens Next?

Micron, collapsing storage stocks, weak breadth, and the levels that could decide whether this rally broadens—or breaks.