The tape — 1 Oct 2026

29 of 44 names advanced today; 15 fell. 40 screen as buys, led by TSMC (ADR), NVIDIA, Broadcom. The book's average reading is 79/100.

Your holdings today

• ASML ASML.AS ADD+4.18% · CHF 4,550
• Adobe ADBE KEEP++2.90% · CHF 803
• Apple AAPL KEEP++1.10% · CHF 3,345
• Microsoft MSFT ADD+0.77% · CHF 2,576
• Logitech LOGN.SW KEEP++0.72% · CHF 2,110
• AMD AMD ADD+0.69% · CHF 7,682
• Tesla TSLA KEEP++0.56% · CHF 2,376
• NVIDIA NVDA ADD+0.51% · CHF 3,824

Market context

Risk-on Risk-on — 5/5 equity gauges above their 200-day line; VIX 16 (subdued); Semis (SMH) leading at +9.4% 1-mo.

• Gauge Level1d1mo Trend
• S&P 5007,652-0.25%-0.5%▲ above 200d
• Nasdaq Comp.26,861+0.24%+1.9%▲ above 200d
• VIX (fear)16.34+1.87%+0.0%▼ below 200d
• US 10y yield5.29+0.72%+11.2%▲ above 200d
• Tech (XLK)195.75+0.64%+5.0%▲ above 200d
• Semis (SMH)609.00+0.35%+9.4%▲ above 200d
• Software (IGV)106.48+1.20%-3.2%▲ above 200d

Signal shifts since yesterday

• Palantir PLTRBUY → ACCUMULATE
• Intel INTCACCUMULATE → HOLD
• Divio Technologies DIVIO-B.STACCUMULATE → REDUCE

What to own now — the ranked book

1. 01
   TSMC (ADR) TSM USBUY100

   uptrend (above rising 50/200-day); RSI 67; +9.8% 1-mo; analysts: none, +21% to target

   tren 100mome 96anal 100posi 85
   $456.19

   -0.16%
2. 02
   NVIDIA NVDA USBUY95

   uptrend (above rising 50/200-day); RSI 64; +3.4% 1-mo; analysts: strong buy, +43% to target

   tren 100mome 86anal 96posi 85
   $228.38

   +0.51%
3. 03
   Broadcom AVGO USBUY95

   below 200-day; RSI 44; -5.2% 1-mo; analysts: strong buy, +51% to target

   tren 33mome 51anal 96posi 40
   $351.19

   -1.10%
4. 04
   Micron MU USBUY94

   uptrend (above rising 50/200-day); RSI 65; +11.1% 1-mo; analysts: strong buy, +44% to target

   tren 100mome 96anal 94posi 85
   $1,065

   +0.00%
5. 05
   Alphabet GOOGL USBUY94

   uptrend (above rising 50/200-day); RSI 59; +1.4% 1-mo; analysts: strong buy, +25% to target

   tren 100mome 83anal 94posi 85
   $344.08

   +0.93%
6. 06
   ASML ASML.AS EUBUY94

   uptrend (above rising 50/200-day); RSI 64; +10.3% 1-mo; analysts: strong buy, +28% to target

   tren 100mome 96anal 94posi 85
   €1,601

   +4.18%
7. 07
   Amazon AMZN USBUY94

   above 200-day, mixed short term; RSI 47; -4.1% 1-mo; analysts: strong buy, +32% to target

   tren 67mome 40anal 95posi 85
   $249.15

   +1.01%
8. 08
   Comet Holding COTN.SW CHBUY93

   uptrend (above rising 50/200-day); RSI 62; +13.9% 1-mo; analysts: strong buy, +39% to target

   tren 100mome 96anal 92posi 85
   CHF 371.40

   +0.70%
9. 09
   Snowflake SNOW USBUY92

   uptrend (above rising 50/200-day); RSI 57; +2.5% 1-mo; analysts: strong buy, +25% to target

   tren 100mome 62anal 93posi 55
   $339.56

   +2.80%
10. 10
    Infineon IFX.DE EUBUY92

    uptrend (above rising 50/200-day); RSI 55; +5.3% 1-mo; analysts: buy, +46% to target

    tren 100mome 89anal 92posi 60
    €59.30

    +4.83%
11. 11
    ASML (ADR) ASML USBUY90

    uptrend (above rising 50/200-day); RSI 63; +6.8% 1-mo; analysts: strong buy, +16% to target

    tren 100mome 91anal 90posi 85
    $1,812

    -1.24%
12. 12
    Spotify SPOT USBUY90

    below 200-day; RSI 38; -10.3% 1-mo; analysts: buy, +23% to target

    tren 33mome 21anal 92posi 40
    $487.38

    -1.27%
13. 13
    SAP (ADR) SAP USBUY89

    uptrend (above rising 50/200-day); RSI 54; -5.6% 1-mo; analysts: buy, +21% to target

    tren 100mome 38anal 91posi 60
    $208.48

    -1.12%
14. 14
    Oracle ORCL USBUY89

    downtrend (below 50/200-day); oversold (RSI 34); -7.9% 1-mo; analysts: buy, +73% to target

    tren 0mome 19anal 91posi 25
    $137.30

    -0.36%
15. 15
    Adyen ADYEN.AS EUBUY89

    downtrend (below 50/200-day); oversold (RSI 35); -16.9% 1-mo; analysts: buy, +59% to target

    tren 0mome 16anal 91posi 25
    €870.00

    +0.42%
16. 16
    STMicroelectronics STMPA.PA EUBUY88

    uptrend (above rising 50/200-day); RSI 59; +9.3% 1-mo; analysts: buy, +45% to target

    tren 100mome 95anal 88posi 85
    €47.03

    +2.61%
17. 17
    Xiaomi 1810.HK HKBUY88

    downtrend (below 50/200-day); RSI 45; -8.4% 1-mo; analysts: buy, +43% to target

    tren 0mome 34anal 89posi 25
    25.24

    +0.16%
18. 18
    Microsoft MSFT USBUY87

    uptrend (above rising 50/200-day); RSI 62; +1.1% 1-mo; analysts: strong buy, +13% to target

    tren 100mome 60anal 88posi 85
    $512.90

    +0.77%
19. 19
    Capgemini CAP.PA EUBUY87

    downtrend (below 50/200-day); RSI 55; -3.5% 1-mo; analysts: buy, +35% to target

    tren 0mome 41anal 89posi 40
    €103.50

    +0.53%
20. 20
    Salesforce CRM USBUY87

    uptrend (above rising 50/200-day); RSI 40; -10.9% 1-mo; analysts: buy, +22% to target

    tren 100mome 21anal 89posi 85
    $229.57

    +1.89%
21. 21
    SAP SAP.DE EUBUY86

    uptrend (above rising 50/200-day); RSI 54; -2.9% 1-mo; analysts: strong buy, +13% to target

    tren 100mome 42anal 87posi 60
    €185.32

    +0.71%
22. 22
    Netflix NFLX USBUY86

    downtrend (below 50/200-day); oversold (RSI 35); -14.2% 1-mo; analysts: buy, +33% to target

    tren 0mome 16anal 88posi 25
    $69.58

    -1.02%
23. 23
    CD Projekt 7CD.F EUBUY85

    below 200-day; RSI 67; +5.2% 1-mo; analysts: none

    tren 33mome 89posi 60
    €57.56

    +2.31%
24. 24
    Meta Platforms META USBUY84

    above 200-day, mixed short term; RSI 65; +26.7% 1-mo; analysts: strong buy, +9% to target

    tren 67mome 96anal 83posi 85
    $725.18

    -1.84%
25. 25
    ServiceNow NOW USBUY80

    uptrend (above rising 50/200-day); RSI 54; -9.4% 1-mo; analysts: strong buy, +8% to target

    tren 100mome 32anal 82posi 60
    $134.01

    +3.13%
26. 26
    Occidental OXY USBUY79

    above 200-day, mixed short term; oversold (RSI 30); -8.1% 1-mo; analysts: buy, +23% to target

    tren 67mome 18anal 80posi 85
    $55.32

    +0.69%
27. 27
    Temenos TEMN.SW CHBUY77

    downtrend (below 50/200-day); RSI 37; -8.7% 1-mo; analysts: buy, +26% to target

    tren 0mome 23anal 78posi 40
    CHF 65.85

    -0.15%
28. 28
    AMD AMD USBUY74

    uptrend (above rising 50/200-day); overbought (RSI 75); +30.0% 1-mo; analysts: strong buy, +1% to target

    tren 100mome 82anal 74posi 55
    $611.76

    +0.69%
29. 29
    Nokia NOKIA.HE EUBUY74

    uptrend (above rising 50/200-day); RSI 49; +6.4% 1-mo; analysts: hold, +17% to target

    tren 100mome 56anal 74posi 60
    €9.13

    -0.37%
30. 30
    Palantir PLTR USACCUMULATE72

    uptrend (above rising 50/200-day); overbought (RSI 81); +0.4% 1-mo; analysts: buy, +5% to target

    tren 100mome 68anal 72posi 85
    $187.05

    +0.04%
31. 31
    Lufthansa LHA.DE EUACCUMULATE71

    downtrend (below 50/200-day); RSI 51; -1.7% 1-mo; analysts: hold, +24% to target

    tren 0mome 66anal 71posi 40
    €7.72

    +0.29%
32. 32
    Tesla TSLA USACCUMULATE70

    below 200-day; RSI 44; -3.6% 1-mo; analysts: buy, +12% to target

    tren 33mome 31anal 71posi 40
    $354.81

    +0.56%
33. 33
    Palo Alto Networks PANW USACCUMULATE69

    uptrend (above rising 50/200-day); overbought (RSI 71); +4.0% 1-mo; analysts: buy, -0% to target

    tren 100mome 73anal 69posi 55
    $397.31

    +2.29%
34. 34
    Logitech LOGN.SW CHACCUMULATE69

    uptrend (above rising 50/200-day); RSI 59; +6.7% 1-mo; analysts: buy, +9% to target

    tren 100mome 91anal 69posi 60
    CHF 84.42

    +0.72%
35. 35
    Dassault Systèmes DSY.PA EUACCUMULATE68

    above 200-day, mixed short term; RSI 57; -9.6% 1-mo; analysts: hold, +13% to target

    tren 67mome 44anal 69posi 40
    €20.64

    -2.04%
36. 36
    VAT Group VACN.SW CHACCUMULATE68

    uptrend (above rising 50/200-day); RSI 68; +16.6% 1-mo; analysts: buy, +5% to target

    tren 100mome 96anal 67posi 55
    CHF 680.80

    +0.15%
37. 37
    Arm Holdings ARM USACCUMULATE67

    uptrend (above rising 50/200-day); RSI 59; +19.7% 1-mo; analysts: buy, -0% to target

    tren 100mome 96anal 66posi 85
    $289.66

    -1.37%
38. 38
    Adobe ADBE USACCUMULATE67

    downtrend (below 50/200-day); RSI 44; -18.1% 1-mo; analysts: hold, +15% to target

    tren 0mome 21anal 68posi 40
    $239.94

    +2.90%
39. 39
    Qualcomm QCOM USACCUMULATE62

    uptrend (above rising 50/200-day); RSI 54; +8.0% 1-mo; analysts: hold, +5% to target

    tren 100mome 58anal 62posi 60
    $184.04

    -0.03%
40. 40
    Apple AAPL USACCUMULATE61

    uptrend (above rising 50/200-day); RSI 58; +5.1% 1-mo; analysts: buy, -1% to target

    tren 100mome 66anal 60posi 85
    $333.02

    +1.10%
41. 41
    Intel INTC USHOLD56

    uptrend (above rising 50/200-day); RSI 67; +34.3% 1-mo; analysts: buy, -3% to target

    tren 100mome 96anal 55posi 85
    $120.23

    +3.71%
42. 42
    Ericsson ERIC-B.ST EUHOLD49

    downtrend (below 50/200-day); RSI 38; -3.9% 1-mo; analysts: hold, +4% to target

    tren 0mome 31anal 50posi 40
    92.70

    -0.39%
43. 43
    Divio Technologies DIVIO-B.ST EUREDUCE41

    downtrend (below 50/200-day); RSI 35; -10.2% 1-mo; analysts: none

    tren 0mome 44posi 25
    0.05

    -4.40%
44. 44
    ams-OSRAM AMS.SW CHREDUCE33

    uptrend (above rising 50/200-day); RSI 61; +20.8% 1-mo; analysts: hold, -19% to target

    tren 100mome 96anal 31posi 85
    CHF 22.04

    +8.79%

Today's movers — the market

IPO radar

No upcoming or recent IPOs pulled this run.

On the wire

• What Is Behind ams-OSRAM (SWX:AMS) Stock Dropping Today?
  AMS.SW · Thu, 01 Oct 2026
• ams OSRAM Unveils Breakthrough Thin-Film VCSEL for AI Scale-Up, Showcasing Connectorized Multi-core Fiber Solution and Expanding Ecosystem Network
  AMS.SW · Mon, 21 Sep 2026
• Infineon Technologies (XTRA:IFX) Stock May Be Fairly Valued On Cash Flow
  IFX.DE · Thu, 01 Oct 2026
• Infineon Technologies (XTRA:IFX) Heads To Data Centre World Asia 2026
  IFX.DE · Wed, 30 Sep 2026
• TSMC's next move could ripple far beyond Apple, Nvidia
  ASML.AS · Wed, 30 Sep 2026
• ASML, TSM Earnings Could Expose a New Risk for the AI Trade
  ASML.AS · Wed, 30 Sep 2026
• AI spending will fuel wins for Micron, Nvidia, Intel, and other chip stocks: BofA analyst
  INTC · Wed, 30 Sep 2026
• 32 Analysts Say Hold on Intel. Here’s What the Numbers Actually Show
  INTC · Wed, 30 Sep 2026
• ServiceNow vs. Palantir Technologies: Which Tech Stock Is a Better Buy in 2026?
  NOW · Wed, 30 Sep 2026
• This AI Stock May Be the Biggest Winner as Enterprise AI Takes Off
  NOW · Wed, 30 Sep 2026