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

2026-08-05

snapshot 2026-08-05 10:07 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 / 2026-08-04 eod

US market risk appetite

risk-on / +2.35%

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

+3.40%

US growth and AI software beta

close 723.8499755859375open 700.0700073242188volume 42,950,0212026-08-04

IWM

Russell 2000 ETF

+1.85%

small-cap risk appetite

close 301.7099914550781open 296.2200012207031volume 22,932,4512026-08-04

SPY

S&P 500 ETF

+1.80%

broad US market

close 771.3300170898438open 757.6699829101562volume 51,548,0642026-08-04

national / 2026-08-04 eod

US AI infrastructure bellwethers

risk-on / +4.31%

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

+7.00%

accelerator competition

close 518.5800170898438open 484.6400146484375volume 29,126,9882026-08-04

AVGO

Broadcom

+6.61%

custom silicon and networking

close 418.1600036621094open 392.2300109863281volume 22,722,2462026-08-04

NVDA

NVIDIA

+2.56%

accelerator demand

close 211.94000244140625open 206.63999938964844volume 135,363,5132026-08-04

MSFT

Microsoft

+1.06%

cloud and AI platform spending

close 492.80999755859375open 487.64999389648443volume 45,505,3232026-08-04

international / 2026-08-04 eod

International AI supply chain

risk-on / +7.47%

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

+17.36%

architecture and licensing

close 280.55999755859375open 239.05999755859375volume 6,825,3122026-08-04

SAP

+5.59%

international enterprise software demand

close 164.63999938964844open 155.91999816894534volume 2,785,5062026-08-03

ASML

ASML ADR

+4.22%

lithography bottleneck

close 1711.8900146484375open 1642.52001953125volume 2,084,0482026-08-04

TSM

TSMC ADR

+2.72%

foundry demand

close 417.1700134277344open 406.10998535156256volume 15,222,1702026-08-04