The ones that hadn't moved — hyperscalers surge, MMYT takes its line, QQQ presses the decision line
The Midday 10 Mon, Aug 3, 2026 ~60 seconds 12:30 ET
Broadly green and risk-on at midday — and the story is the names that had not moved: the hyperscaler trio up around five percent each, the Mag complex waking after nineteen months of sideways, while the morning's referee trades well through its line.
US midday, intraday quotes (delayed)
- The Mag complex — the discount starts closing
- Neoclouds — capacity gets paid again
- MakeMyTrip — the referee ruled
- First Solar
- The non-participants — MPWR, WDC
- Eli Lilly — below the 50-day into Wednesday's print
- ETF board
- Russell 2000 — 50-day reclaim
- Palantir — tonight, into a tape that pre-voted
- Morning read — the shelf test, extended
The ten lines
- 1
UP The Mag complex — the discount starts closing
The day's real event is the group that had gone nowhere for nineteen months: Alphabet, Microsoft and Amazon are each up around five percent by midday, with Nvidia up around three — the hyperscaler trio closing its gap to the index in one session, three days after the cloud prints refuted the capex fear where it was priced deepest.
- 2
UP Neoclouds — capacity gets paid again
CRWV is up 15.73 to 83.06, the strongest move on the board, and NBIS adds 13.83 to 216.75 — the capacity-sellers bid hard alongside the cloud surge. DigitalOcean, the arc's only positive reaction record, prints tomorrow before the open.
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- 3
UP MakeMyTrip — the referee ruled
MMYT trades around 62.5, clean through the 59-60 line where the downtrend met the old shelf, after this morning's beat-through-the-FX-optics. The morning referee has ruled; the India confirmation is pending only the close.
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Ten lines on the US midday tape, not advice — an investment diary. Published every trading day at 12:30 ET. See The Morning 10 and the Daily Pulse.