Tape · Index
AW40 — News & analysis
Updates on the AW40 (Agentic Winners 40) index — 40 names across four ABR-gated tiers tracking who captures the value of agentic AI.
AI-generated — produced automatically by Closelook’s systems under this site’s editorial policy.
Latest AW40 cards
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The feed updates as cards land. Tape generators run weekdays on the cron schedule documented in the methodology.
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Weekly recap AH · Aug 8, 06:00 PM
Week of Aug 2–Aug 8 · Money Temp Mixed / transitional
TEAM +47.6% leads the week. 90 earnings · 2 macro · Temp 63/100.
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Earnings drift AH · Aug 6, 11:00 PM
RDDT PEAD continuation: T+3 ↓SHORT confirmed at T+5 (CAR -20.6%)
T+3 said ↓SHORT at -15.86% CAR; T+5 extends to -20.6%. Drift survived the classical post-earnings window.
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Earnings drift AH · Aug 6, 09:02 PM
PLTR · PEAD ↑ 80
Palantir reported Q2 2026 EPS of $0.41 on 2026-08-03, beating the $0.28 consensus by $0.13 (+46.4% beat).
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Earnings drift AH · Aug 6, 08:32 PM
MELI · PEAD ↓ 34
MercadoLibre reported Q2 2026 EPS of $9.19 on 2026-08-03, beating the $8.69 consensus by $0.50 (+5.8%).
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Earnings reaction AH · Aug 6, 08:30 PM
12 universe earnings AMC · August 6, 2026
12 reports AMC session. 0 beats · 0 misses.
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Market wrap AH · Aug 6, 08:15 PM
US close: S&P -0.24%, NDX -0.04% — KOSPI -4.5% drags Asia
KOSPI -4.5% drags Asia. S&P -0.24% · NDX -0.04%.
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Earnings reaction Europe session · Aug 6, 01:30 PM
20 universe earnings BMO · August 6, 2026
20 reports BMO session. 2 beats · 1 misses.
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Economic data US session · Aug 6, 01:15 PM
Into US open: S&P futures -0.2%, DAX +0.17% — BoJ rate 1 %
BoJ rate 1 %. SPY -0.2% · VIX 15.8.
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Earnings drift Europe session · Aug 6, 01:01 PM
AAPL T+5 absorption: -8.04% cumulative — Apple
Five-session check: -8.04% cumulative. Does the print stick a week in, or has the market re-priced it back to neutral?
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Earnings drift Europe session · Aug 6, 01:01 PM
AMZN T+5 absorption: +20.3% cumulative — Amazon
Five-session check: +20.3% cumulative. Does the print stick a week in, or has the market re-priced it back to neutral?
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The day ahead US session · Aug 6, 01:00 PM
Thursday setup · 1 macro · 32 universe earnings
1 macro print + 32 universe earnings on the calendar.
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Market wrap AS · Aug 6, 05:30 AM
Asia close: Nikkei -1.19%, KOSPI -4.5% — KOSPI -4.5% drags Asia
KOSPI -4.5% drags Asia. Nikkei -1.19% · HSI -1.75%.
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Earnings reaction AH · Aug 5, 08:30 PM
17 universe earnings AMC · August 5, 2026
17 reports AMC session. 0 beats · 0 misses.
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Market wrap AH · Aug 5, 08:15 PM
US close: S&P +0.08%, NDX -0.48% — KOSPI +4.4% leads Asia
KOSPI +4.4% leads Asia. S&P +0.08% · NDX -0.48%.
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Big mover AS · Aug 5, 08:00 PM
SHOP +16.98% — Shopify
▲ SHOP +16.98% on the day. In AW25.
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Earnings reaction Europe session · Aug 5, 01:30 PM
6 universe earnings BMO · August 5, 2026
6 reports BMO session. 5 beats · 0 misses.
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Economic data US session · Aug 5, 01:15 PM
Into US open: S&P futures +1.8%, DAX +0.16% — FOMC 3.75 %
FOMC 3.75 %. SPY +1.8% · VIX 16.7.
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Earnings drift Europe session · Aug 5, 01:01 PM
AAPL PEAD T+3: -8.52% cumulative — Apple
Three-day drift: -8.52% cumulative vs pre-print baseline. The PEAD window's tell on whether the print is being absorbed or fought.
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Earnings drift Europe session · Aug 5, 01:01 PM
AMZN PEAD T+3: +22.4% cumulative — Amazon
Three-day drift: +22.4% cumulative vs pre-print baseline. The PEAD window's tell on whether the print is being absorbed or fought.
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Earnings drift Europe session · Aug 5, 01:01 PM
META T+5 absorption: -0.92% cumulative — Meta
Five-session check: -0.92% cumulative. Does the print stick a week in, or has the market re-priced it back to neutral?