SYSTEM OPTIMAL
LATENCY: 12msALERT: HBM3E SUPPLY CONSTRAINED
16:34:01 UTC

Intelligence

Alerts

237 alerts (24h)

Automated alerts for significant changes in rankings, alpha scores, and critical news.

Rank Jumps
102
Alpha Spikes
87
Critical News
3
Pipeline Alerts
0

Recent Alerts

Critical NewsGOOGL28m ago

[CRITICAL] Finland orders Google to stop work on two AI data centers over alleged deforestation

url: https://www.tomshardware.com/tech-industry/data-centers/finland-orders-google-to-stop-work-on-two-ai-data-centers-over-alleged-deforestation-company-admits-it-has-fallen-short-of-our-own-high-standards-in-this-instance | title: Finland orders Google to stop work on two AI data centers over alleged deforestation | source: tomshardware.com
DEAL_WINNVDA54m ago

Nvidia partnership with US Government / Research Institutions ($1.0B)

dealId: 5225 | source: hpcwire.com | valueUsd: 1000000000
DEAL_WINGFS1h ago

GlobalFoundries supply agreement with TSMC ($2.0B)

dealId: 5220 | source: hpcwire.com | valueUsd: 2000000000
DEAL_WINAVGO1h ago

Broadcom supply agreement with TSMC ($2.0B)

dealId: 5224 | source: hpcwire.com | valueUsd: 2000000000
DEAL_WINNVDA1h ago

Nvidia supply agreement with TSMC ($2.0B)

dealId: 5222 | source: hpcwire.com | valueUsd: 2000000000
DEAL_WINTSM1h ago

Taiwan Semiconductor supply agreement with TSMC ($2.0B)

dealId: 5221 | source: hpcwire.com | valueUsd: 2000000000
DEAL_WINAMD1h ago

Advanced Micro Devices supply agreement with TSMC ($2.0B)

dealId: 5223 | source: hpcwire.com | valueUsd: 2000000000
DIVERGENCEARM1h ago

ARM Signal Lead: Alpha +17 vs Price -3.9% → divergence +36

alphaNews: 57.8 | alphaMomentum: 30.54740290765139 | alphaChange24h: 16.8959112926599
DIVERGENCEKLAC1h ago

KLAC Signal Lead: Alpha +27 vs Price 0.6% → divergence +24

alphaNews: 54.90000000000001 | alphaMomentum: 52.8354404037251 | alphaChange24h: 26.82981474549614
DIVERGENCEON2h ago

ON Signal Lead: Alpha +0 vs Price -4.3% → divergence +22

alphaNews: 20.63333333333333 | alphaMomentum: 28.60199714693291 | alphaChange24h: 0.1366718172595398
DEAL_WINIBM2h ago

IBM partnership with NTT DOCOMO BUSINESS

dealId: 5212 | source: hpcwire.com | valueUsd: null
DEAL_WINAI3h ago

C3.ai partnership with DARPA ($0.3B)

dealId: 5211 | source: hpcwire.com | valueUsd: 300000000
DIVERGENCETSM3h ago

TSM Signal Lead: Alpha +11 vs Price -2.1% → divergence +22

alphaNews: 68.775 | alphaMomentum: 39.52933858594233 | alphaChange24h: 11.38752542150635
DIVERGENCEAMAT4h ago

AMAT Signal Lead: Alpha +22 vs Price -1.8% → divergence +31

alphaNews: 72.13333333333334 | alphaMomentum: 40.92914930129933 | alphaChange24h: 21.53900675844649
DIVERGENCELRCX4h ago

LRCX Signal Lead: Alpha +20 vs Price -1.3% → divergence +27

alphaNews: 62.33333333333333 | alphaMomentum: 43.44095360747552 | alphaChange24h: 20.25166169783911
DIVERGENCEMRVL4h ago

MRVL Froth Risk: Price +-0.8% vs Alpha -29 → divergence -25

alphaNews: 30.82857142857143 | alphaMomentum: 45.9409079823003 | alphaChange24h: -28.8749320781867
Alpha SpikeHPE4h ago

HPE gained 10.4 alpha points (50.7 → 61.1)

change: 10.40205128205128 | newAlpha: 61.06051282051282 | oldAlpha: 50.65846153846154
Alpha SpikeAMAT4h ago

AMAT gained 21.5 alpha points (42.5 → 64.0)

change: 21.53900675844649 | newAlpha: 63.9985355887881 | oldAlpha: 42.45952883034161
DIVERGENCEQCOM5h ago

QCOM Signal Lead: Alpha +11 vs Price -2.2% → divergence +22

alphaNews: 58.06470588235294 | alphaMomentum: 39.20068496934211 | alphaChange24h: 10.78351424039715
DIVERGENCETXN5h ago

TXN Signal Lead: Alpha +10 vs Price -2.8% → divergence +24

alphaNews: 49.7 | alphaMomentum: 36.12185849342261 | alphaChange24h: 9.748311713796568
DIVERGENCEADI5h ago

ADI Signal Lead: Alpha +16 vs Price -2.5% → divergence +28

alphaNews: 48.8 | alphaMomentum: 37.55201521816666 | alphaChange24h: 15.91774123664228
Alpha SpikeQCOM5h ago

QCOM gained 10.8 alpha points (44.4 → 55.2)

change: 10.78351424039715 | newAlpha: 55.15582797456386 | oldAlpha: 44.37231373416672
Critical NewsADI5h ago

[CRITICAL] Taiwan indicts 10 for smuggling US military-grade chips to China, parts routed to missile and radar programs using forged Taiwan defense institute orders

url: https://www.tomshardware.com/tech-industry/taiwan-indicts-10-for-smuggling-us-military-grade-chips-to-china-parts-routed-to-missile-and-radar-programs-using-forged-taiwan-defense-institute-orders-texas-instruments-and-analog-devices-hardware-passed-off-as-made-in-taiwan | title: Taiwan indicts 10 for smuggling US military-grade chips to China, parts routed to missile and radar programs using forged Taiwan defense institute orders | source: tomshardware.com
Critical NewsTXN5h ago

[CRITICAL] Taiwan indicts 10 for smuggling US military-grade chips to China, parts routed to missile and radar programs using forged Taiwan defense institute orders

url: https://www.tomshardware.com/tech-industry/taiwan-indicts-10-for-smuggling-us-military-grade-chips-to-china-parts-routed-to-missile-and-radar-programs-using-forged-taiwan-defense-institute-orders-texas-instruments-and-analog-devices-hardware-passed-off-as-made-in-taiwan | title: Taiwan indicts 10 for smuggling US military-grade chips to China, parts routed to missile and radar programs using forged Taiwan defense institute orders | source: tomshardware.com
DIVERGENCEKLAC7h ago

KLAC Signal Lead: Alpha +24 vs Price -0.3% → divergence +26

alphaNews: 54.90000000000001 | alphaMomentum: 48.40474020054696 | alphaChange24h: 24.12582150673965
DIVERGENCEAVGO7h ago

AVGO Froth Risk: Price +0.2% vs Alpha -24 → divergence -25

alphaNews: 42.05333333333333 | alphaMomentum: 50.93132167850774 | alphaChange24h: -23.80132772788525
DIVERGENCEARM7h ago

ARM Signal Lead: Alpha +9 vs Price -2.7% → divergence +23

alphaNews: 51.925 | alphaMomentum: 36.46549444738234 | alphaChange24h: 9.26144085673787
DIVERGENCEMRVL10h ago

MRVL Froth Risk: Price +-0.8% vs Alpha -32 → divergence -28

alphaNews: 30.82857142857143 | alphaMomentum: 45.9409079823003 | alphaChange24h: -31.71577266585724
DIVERGENCETSM10h ago

TSM Signal Lead: Alpha +15 vs Price -2.1% → divergence +25

alphaNews: 68.775 | alphaMomentum: 39.52933858594233 | alphaChange24h: 14.69392082043118
Alpha SpikeUPST10h ago

UPST lost 14.1 alpha points (40.8 → 26.8)

change: -14.084 | newAlpha: 26.75 | oldAlpha: 40.834
Alpha SpikeON10h ago

ON lost 17.2 alpha points (46.4 → 29.1)

change: -17.23211408705843 | newAlpha: 29.14354825628549 | oldAlpha: 46.37566234334392
Alpha SpikeADI10h ago

ADI lost 20.1 alpha points (50.8 → 30.8)

change: -20.07599467364166 | newAlpha: 30.75320532635833 | oldAlpha: 50.82919999999999
Alpha SpikeCRUS10h ago

CRUS lost 27.9 alpha points (57.6 → 29.7)

change: -27.856 | newAlpha: 29.72 | oldAlpha: 57.576
Alpha SpikeINFLECTION10h ago

INFLECTION lost 17.8 alpha points (44.0 → 26.3)

change: -17.75 | newAlpha: 26.25 | oldAlpha: 44
Alpha SpikeSTABILITY10h ago

STABILITY lost 17.8 alpha points (44.0 → 26.3)

change: -17.75 | newAlpha: 26.25 | oldAlpha: 44
Alpha SpikeALGM10h ago

ALGM lost 15.4 alpha points (42.2 → 26.8)

change: -15.424 | newAlpha: 26.75 | oldAlpha: 42.174
Alpha SpikePINS10h ago

PINS lost 24.6 alpha points (51.3 → 26.8)

change: -24.55309501131653 | newAlpha: 26.75 | oldAlpha: 51.30309501131653
Alpha SpikeAMBA10h ago

AMBA lost 14.3 alpha points (44.5 → 30.2)

change: -14.29085497036915 | newAlpha: 30.215 | oldAlpha: 44.50585497036915
Alpha SpikeAI2110h ago

AI21 lost 17.8 alpha points (44.0 → 26.3)

change: -17.75 | newAlpha: 26.25 | oldAlpha: 44
Alpha SpikeZM10h ago

ZM lost 26.7 alpha points (53.5 → 26.8)

change: -26.73457479944548 | newAlpha: 26.75 | oldAlpha: 53.48457479944548
Alpha SpikeCFLT10h ago

CFLT lost 12.8 alpha points (39.6 → 26.8)

change: -12.814 | newAlpha: 26.75 | oldAlpha: 39.564
Alpha SpikeDEEPSEEK10h ago

DEEPSEEK lost 17.0 alpha points (48.3 → 31.3)

change: -16.9579881891158 | newAlpha: 31.34333333333333 | oldAlpha: 48.30132152244913
Alpha SpikeGRAB10h ago

GRAB lost 11.1 alpha points (39.8 → 28.7)

change: -11.1045 | newAlpha: 28.73 | oldAlpha: 39.8345
Alpha SpikeHUGGINGFACE10h ago

HUGGINGFACE lost 17.8 alpha points (44.0 → 26.3)

change: -17.75 | newAlpha: 26.25 | oldAlpha: 44
Alpha SpikeCOHERE10h ago

COHERE lost 20.2 alpha points (51.5 → 31.3)

change: -20.1685 | newAlpha: 31.31 | oldAlpha: 51.4785
Alpha SpikePI10h ago

PI lost 12.0 alpha points (38.8 → 26.8)

change: -12.01292307692307 | newAlpha: 26.75 | oldAlpha: 38.76292307692307
Alpha SpikeMTSI10h ago

MTSI lost 15.3 alpha points (42.1 → 26.8)

change: -15.32682051282051 | newAlpha: 26.75 | oldAlpha: 42.07682051282051
Alpha SpikeSLAB10h ago

SLAB lost 13.0 alpha points (39.8 → 26.8)

change: -13.014 | newAlpha: 26.75 | oldAlpha: 39.764
Alpha SpikeABNB10h ago

ABNB lost 22.5 alpha points (49.3 → 26.8)

change: -22.52307586381851 | newAlpha: 26.75 | oldAlpha: 49.27307586381851
Alpha SpikeRBLX10h ago

RBLX lost 16.1 alpha points (42.8 → 26.8)

change: -16.096 | newAlpha: 26.75 | oldAlpha: 42.846
Alpha SpikeTTD10h ago

TTD lost 19.3 alpha points (46.1 → 26.8)

change: -19.346 | newAlpha: 26.75 | oldAlpha: 46.096
Alpha SpikeDUOL10h ago

DUOL lost 22.7 alpha points (49.4 → 26.8)

change: -22.66 | newAlpha: 26.75 | oldAlpha: 49.41
Alpha SpikeINTU10h ago

INTU lost 24.6 alpha points (51.4 → 26.8)

change: -24.638 | newAlpha: 26.75 | oldAlpha: 51.388
Alpha SpikeVEEV10h ago

VEEV lost 26.5 alpha points (53.3 → 26.8)

change: -26.54000000000001 | newAlpha: 26.75 | oldAlpha: 53.29000000000001
Alpha SpikeBILL10h ago

BILL lost 23.8 alpha points (50.5 → 26.8)

change: -23.79676650439382 | newAlpha: 26.75 | oldAlpha: 50.54676650439382
Alpha SpikeADBE10h ago

ADBE lost 26.9 alpha points (55.0 → 28.1)

change: -26.889088581784 | newAlpha: 28.07 | oldAlpha: 54.959088581784
Alpha SpikeU10h ago

U lost 14.4 alpha points (41.1 → 26.8)

change: -14.362 | newAlpha: 26.75 | oldAlpha: 41.112
Alpha SpikeSNAP10h ago

SNAP lost 13.6 alpha points (42.5 → 28.9)

change: -13.5572773746396 | newAlpha: 28.895 | oldAlpha: 42.4522773746396
Alpha SpikeGTLB10h ago

GTLB lost 17.9 alpha points (44.6 → 26.8)

change: -17.86 | newAlpha: 26.75 | oldAlpha: 44.61
Alpha SpikeHUBS10h ago

HUBS lost 21.1 alpha points (49.9 → 28.8)

change: -21.08976482653505 | newAlpha: 28.84 | oldAlpha: 49.92976482653505
Alpha SpikeESTC10h ago

ESTC lost 19.1 alpha points (50.2 → 31.1)

change: -19.0945 | newAlpha: 31.095 | oldAlpha: 50.1895
Alpha SpikeDOCN10h ago

DOCN lost 18.8 alpha points (49.4 → 30.6)

change: -18.77349999999999 | newAlpha: 30.6 | oldAlpha: 49.37349999999999
Alpha SpikeTWLO10h ago

TWLO lost 15.1 alpha points (44.0 → 28.8)

change: -15.113 | newAlpha: 28.84 | oldAlpha: 43.953
Alpha SpikePATH10h ago

PATH lost 11.3 alpha points (53.4 → 42.1)

change: -11.34094544156866 | newAlpha: 42.075 | oldAlpha: 53.41594544156867
Alpha SpikeSWKS10h ago

SWKS lost 27.7 alpha points (57.4 → 29.7)

change: -27.658 | newAlpha: 29.72 | oldAlpha: 57.378
Alpha SpikeMCHP10h ago

MCHP lost 13.1 alpha points (40.2 → 27.1)

change: -13.102 | newAlpha: 27.135 | oldAlpha: 40.237
Alpha SpikeNXPI10h ago

NXPI lost 19.4 alpha points (52.1 → 32.6)

change: -19.43785367291231 | newAlpha: 32.63554341599149 | oldAlpha: 52.0733970889038
Alpha SpikeDDOG10h ago

DDOG lost 14.8 alpha points (54.8 → 40.0)

change: -14.80879068016993 | newAlpha: 39.97000000000001 | oldAlpha: 54.77879068016995
Alpha SpikeARM10h ago

ARM gained 12.6 alpha points (38.7 → 51.3)

change: 12.64030562615766 | newAlpha: 51.32167305658382 | oldAlpha: 38.68136743042616
Alpha SpikeTXN10h ago

TXN lost 17.0 alpha points (51.0 → 34.0)

change: -17.00235256049317 | newAlpha: 33.98931713936458 | oldAlpha: 50.99166969985775
Alpha SpikeNVDA10h ago

NVDA gained 10.2 alpha points (59.8 → 69.9)

change: 10.1748950262434 | newAlpha: 69.94354538645632 | oldAlpha: 59.76865036021292
Alpha SpikeINTC10h ago

INTC gained 18.9 alpha points (50.8 → 69.7)

change: 18.92426979551735 | newAlpha: 69.73394444444446 | oldAlpha: 50.80967464892711
Alpha SpikeTSM10h ago

TSM gained 14.7 alpha points (47.0 → 61.7)

change: 14.69392082043118 | newAlpha: 61.66151850507983 | oldAlpha: 46.96759768464865
Alpha SpikeASML10h ago

ASML lost 18.6 alpha points (59.4 → 40.8)

change: -18.58491174630547 | newAlpha: 40.80192494327548 | oldAlpha: 59.38683668958095
Rank JumpSTABILITY10h ago

STABILITY moved 23 positions down (#78 → #101)

delta: -23 | newRank: 101 | oldRank: 78
Rank JumpWDC10h ago

WDC moved 11 positions down (#2 → #13)

delta: -11 | newRank: 13 | oldRank: 2
Rank JumpHUGGINGFACE10h ago

HUGGINGFACE moved 20 positions down (#79 → #99)

delta: -20 | newRank: 99 | oldRank: 79
Rank JumpSNAP10h ago

SNAP moved 11 positions up (#83 → #72)

delta: 11 | newRank: 72 | oldRank: 83
Rank JumpMSFT10h ago

MSFT moved 16 positions up (#21 → #5)

delta: 16 | newRank: 5 | oldRank: 21
Rank JumpNVDA10h ago

NVDA moved 24 positions up (#27 → #3)

delta: 24 | newRank: 3 | oldRank: 27
Rank JumpAMZN10h ago

AMZN moved 13 positions up (#20 → #7)

delta: 13 | newRank: 7 | oldRank: 20
Alpha SpikeCSCO13h ago

CSCO gained 13.4 alpha points (43.1 → 56.5)

change: 13.41161904761906 | newAlpha: 56.48761904761906 | oldAlpha: 43.076
Rank JumpTWLO13h ago

TWLO moved 3 positions down (#71 → #74)

delta: -3 | newRank: 74 | oldRank: 71
Rank JumpANET13h ago

ANET moved 4 positions down (#19 → #23)

delta: -4 | newRank: 23 | oldRank: 19
DIVERGENCEAVGO13h ago

AVGO Froth Risk: Price +0.2% vs Alpha -24 → divergence -25

alphaNews: 42.05333333333333 | alphaMomentum: 50.93132167850774 | alphaChange24h: -23.80132772788525
Rank JumpPLTR13h ago

PLTR moved 13 positions up (#55 → #42)

delta: 13 | newRank: 42 | oldRank: 55
DIVERGENCEARM14h ago

ARM Signal Lead: Alpha +9 vs Price -2.7% → divergence +22

alphaNews: 51.925 | alphaMomentum: 36.46549444738234 | alphaChange24h: 8.68210752340454
DIVERGENCEKLAC14h ago

KLAC Signal Lead: Alpha +24 vs Price -0.3% → divergence +26

alphaNews: 54.90000000000001 | alphaMomentum: 48.40474020054696 | alphaChange24h: 24.12582150673965
Alpha SpikeKLAC14h ago

KLAC gained 24.1 alpha points (33.0 → 57.1)

change: 24.12582150673965 | newAlpha: 57.13665907019144 | oldAlpha: 33.01083756345179
Rank JumpINFLECTION14h ago

INFLECTION moved 3 positions up (#102 → #99)

delta: 3 | newRank: 99 | oldRank: 102
Rank JumpAI2114h ago

AI21 moved 3 positions down (#99 → #102)

delta: -3 | newRank: 102 | oldRank: 99
Rank JumpTSM14h ago

TSM moved 3 positions down (#8 → #11)

delta: -3 | newRank: 11 | oldRank: 8
Alpha SpikeLITE15h ago

LITE lost 10.0 alpha points (45.3 → 35.3)

change: -10.01900000000001 | newAlpha: 35.301 | oldAlpha: 45.32000000000001
Alpha SpikeOKTA15h ago

OKTA lost 17.7 alpha points (51.7 → 34.0)

change: -17.71742857142857 | newAlpha: 34.014 | oldAlpha: 51.73142857142857
Rank JumpSHOP15h ago

SHOP moved 3 positions down (#73 → #76)

delta: -3 | newRank: 76 | oldRank: 73
Rank JumpCFLT15h ago

CFLT moved 3 positions down (#92 → #95)

delta: -3 | newRank: 95 | oldRank: 92
Rank JumpGRAB15h ago

GRAB moved 3 positions down (#72 → #75)

delta: -3 | newRank: 75 | oldRank: 72
Rank JumpPI15h ago

PI moved 5 positions down (#91 → #96)

delta: -5 | newRank: 96 | oldRank: 91
Rank JumpINTU15h ago

INTU moved 4 positions down (#83 → #87)

delta: -4 | newRank: 87 | oldRank: 83
Rank JumpBILL15h ago

BILL moved 7 positions down (#81 → #88)

delta: -7 | newRank: 88 | oldRank: 81