market context

Market Intelligence

Broad market movement that may affect product timing, buyer mood, or infrastructure spend. This is not investment advice or deep single-stock research.

Freshness

fresh

latest refresh 2026-08-25 08:54 UTC

Coverage

2/1

national / international groups

Quotes

YAHOO high-level watchlist feed

Selected

2026-07-22

snapshot 2026-07-22 10:00 UTC

source

Market snapshots

The daily automation derives this compact watchlist from the canonical equities snapshot and bundles the latest records into the web app. JSON export is available at /markets.json.

scope

Broad context only

The page tracks broad direction, movers, and product implication. It deliberately avoids valuation models, analyst-style calls, and trade recommendations.

use

Where this matters

Market changes feed the planning brief only when they shift positioning, buyer urgency, infrastructure budget mood, or the evidence needed for a product bet.

groups

history

69d / 71 refreshes

direction

risk-on 3

age

3.4h

national / 2026-07-21 eod

US market risk appetite

risk-on / +1.38%

Broad US risk-on/risk-off movement changes appetite for new SaaS spending, AI tooling, and experimental product bets.

When broad US growth/risk appetite weakens, prioritize immediate ROI, cost control, and evidence-backed buyer proof over speculative new surfaces.

QQQ

Nasdaq 100 ETF

+1.85%

US growth and AI software beta

close 708.969970703125open 696.0599975585938volume 45,657,5132026-07-21

IWM

Russell 2000 ETF

+1.45%

small-cap risk appetite

close 296.5400085449219open 292.30999755859375volume 25,963,3742026-07-21

SPY

S&P 500 ETF

+0.83%

broad US market

close 748.280029296875open 742.0900268554688volume 56,021,1112026-07-21

national / 2026-07-21 eod

US AI infrastructure bellwethers

risk-on / +2.79%

AI infrastructure equities are a fast proxy for whether the market is rewarding compute, chips, cloud, and model-platform expansion.

Strength supports AI-infra and agent-evaluation narratives; weakness pushes High Signal toward cost control, proof, and practical workflow value.

AMD

+8.11%

accelerator competition

close 544.4299926757812open 503.57000732421875volume 29,290,4252026-07-21

AVGO

Broadcom

+2.21%

custom silicon and networking

close 386.5open 378.1600036621094volume 27,777,3972026-07-21

NVDA

NVIDIA

+1.97%

accelerator demand

close 207.2899932861328open 203.27999877929688volume 141,751,1932026-07-21

MSFT

Microsoft

-1.13%

cloud and AI platform spending

close 397.75open 402.2900085449219volume 42,559,7642026-07-21

international / 2026-07-21 eod

International AI supply chain

risk-on / +4.21%

International semiconductor and platform bellwethers show whether AI demand is broadening outside US mega-cap narratives.

When international AI supply-chain names move together, High Signal should look for cross-border supply, policy, and capex signals before recommending market-intelligence builds.

ARM

Arm Holdings ADR

+7.46%

architecture and licensing

close 289.7300109863281open 269.6099853515625volume 9,175,0712026-07-21

TSM

TSMC ADR

+5.55%

foundry demand

close 424.6099853515625open 402.2999877929688volume 15,124,5212026-07-21

ASML

ASML ADR

+3.59%

lithography bottleneck

close 1801.510009765625open 1739.02001953125volume 2,247,1952026-07-21

SAP

+0.25%

international enterprise software demand

close 138.25999450683594open 137.9199981689453volume 2,753,5402026-07-20