the tape · 2026-10-15GLND▼ -11.5%RDDT▲ +7.2%HPE▼ -7.1%DELL▼ -6.8%COIN▲ +6.3%CRWV▲ +5.9%MSTR▲ +5.6%ASTS▲ +5.5%WMB▼ -4.9%ACN▲ +4.6%CRM▲ +4.6%ADBE▲ +4.6%SLS▼ -4.5%HD▲ +4.3%NEM▲ +3.8%AMAT▼ -3.7%BULL▲ +3.7%LLY▲ +3.5%TMO▲ +3.5%QCOM▲ +3.3%
Video · 2026-07-13
NVDA up 4.0% on 2028 Rack Delay
The catalyst: 2028 Rack Delay.
A potential rare Nvidia misstep could be a big tailwind for AMD and Alphabet.
As reported: “Did Nvidia's 2028 Rack Delay Under Jensen Huang Open a Door for AMD and Google?” — Yahoo, 2026-07-13.
What happened after
T+1 +4.1%T+5 -0.1%T+20 +6.9%
More: NVDA move history · track record · that day's brief · watch on YouTube
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