Daily Issue
Vol. I — No. 46
31 · 07
Friday, 31 July 2026
Generated 2026-07-31 11:48
google/gemini-2.5-flash-lite-preview-09-2025
美国有美金，中国有中金，英国有什么？ — B站 29 items · 3 sections
§ 0

The Morning

Local weather 1
This morning in
London
Clear sky
Today's range
25.5°↓17.1°
currently 23.1°
Feels
22.4°
Rain
29%
Wind
8 km/h
Humid
33%
Rise
05:23
Set
20:50
§ I

US Stocks

Pre-market signal radar 12
US pre-market radar
premarket 2026-07-31
0 Bullish
0 Bearish
12 Neutral
Sector Tape
Hyperscale Cloud 4 names
63 Top: MSFT · Neutral · RS +6.1% Bullish 0 / Bearish 0 / 5d +7.6%
Networking Equipment 4 names
56 Top: APH · Neutral · RS -4.8% Bullish 0 / Bearish 0 / 5d -6.3%
Foundry 2 names
46 Top: INTC · Neutral · RS +1.8% Bullish 0 / Bearish 0 / 5d -6.0%
Energy Infrastructure 1 names
48 Top: VST · Neutral · RS -10.0% Bullish 0 / Bearish 0 / 5d -12.1%
Manufacturing 4 names
48 Top: CLS · Neutral · RS -5.1% Bullish 0 / Bearish 0 / 5d -9.6%
Servers and Thermal Management 2 names
48 Top: DELL · Neutral · RS -12.2% Bullish 0 / Bearish 0 / 5d -16.5%
Battery and Energy Storage 3 names
49 Top: EOSE · Neutral · RS -0.9% Bullish 0 / Bearish 0 / 5d -4.5%
Compute Mining 4 names
50 Top: WULF · Neutral · RS +0.0% Bullish 0 / Bearish 0 / 5d -9.3%
Ticker Setup Move Score Evidence Quality
AMZN Amazon Hyperscale Cloud
Neutral Gap up + news Low confidence
+11.4% $262.38 5d +0.8%
65 sector positive RS -0.7%

Watchlist item from +11.4% vs previous close, positive sector tape, 3 recent headline(s).

Amazon: What We Think of the Stock After Earnings - Morningstar Needs fresh price/news confirmation before becoming an actionable setup.
quote: delayed fallback news: fresh financials: fresh news: 3
ORCL Oracle Hyperscale Cloud
Neutral Gap up + news Low confidence
+2.3% $130.50 5d +6.3%
61 sector positive RS +4.8%

Watchlist item from +2.3% vs previous close, positive sector tape, 3 recent headline(s).

Why Is Oracle Stock Surging on Thursday? - Benzinga Needs fresh price/news confirmation before becoming an actionable setup.
quote: delayed fallback news: fresh financials: fresh news: 3
GOOGL Alphabet-A Hyperscale Cloud
Neutral Gap up + news Low confidence
+1.5% $338.76 5d +5.0%
60 sector positive RS +3.6%

Watchlist item from +1.5% vs previous close, positive sector tape, 3 recent headline(s).

$Alphabet-A (GOOGL.US)$ - Moomoo Needs fresh price/news confirmation before becoming an actionable setup.
quote: delayed fallback news: fresh financials: fresh news: 3
APH Amphenol Networking Equipment
Neutral Gap up + news Low confidence
+2.3% $163.50 5d +1.5%
59 sector negative RS +3.0%

Watchlist item from +2.3% vs previous close, negative sector tape, 3 recent headline(s).

Amphenol (APH) Stock Can Record Margins Keep This AI Run Going - simplywall.st Needs fresh price/news confirmation before becoming an actionable setup.
quote: delayed fallback news: fresh financials: fresh news: 3
FLEX Flex Ltd Manufacturing
Neutral Gap up + news Low confidence
+2.9% $115.10 5d -12.5%
43 sector negative RS -8.0%

Watchlist item from +2.9% vs previous close, negative sector tape, 3 recent headline(s).

First Trust Advisors LP Raises Position in Flex Ltd. $FLEX - MarketBeat Needs fresh price/news confirmation before becoming an actionable setup.
quote: delayed fallback news: fresh financials: fresh news: 3
INTC Intel Foundry
Neutral Gap up + news Low confidence
+5.4% $96.08 5d -9.1%
43 sector negative RS -1.3%

Watchlist item from +5.4% vs previous close, negative sector tape, 3 recent headline(s).

Intel (NASDAQ:INTC) Stock Price Up 11.3% - What's Next? - MarketBeat Needs fresh price/news confirmation before becoming an actionable setup.
quote: delayed fallback news: fresh financials: fresh news: 3
quotes: nasdaq 24 24/24news: google_news_rss 24 24/24filings: sec 24 24/24, fallback 24

Generated from public market data and news for research and education. Not financial advice; data may be delayed, incomplete, or wrong.

§ II

The Town Square

Hacker News 8
573
pts
Top story
Gemini Robotics 2 brings whole body intelligence to robots

Story: summary generation failed.

deepmind.google30 Jul discuss on HN →
318
The AI Aesthetic
blog.jim-nielsen.com30 Jul
307
GCC steering committee announces AI policy
lwn.net30 Jul
247
The Economic Benefit of Refactoring
martinfowler.com30 Jul
221
I flagged two research papers for fake authors and both were accepted as orals
geospatialml.com30 Jul
138
Google fixed more Chrome bugs in June than over the past two years, thanks to AI
blog.google31 Jul
133
Show HN: Distilling DeepSeek into GPT-OSS doesn't transfer censorship. Try it
ctgt.ai30 Jul
132
The AI trade now runs on borrowed money, and the lenders are repricing it
greyswansignals.com31 Jul
compiled overnight by google/gemini-2.5-flash-lite-preview-09-2025 · end of issue no. 46 · thank you for reading