The tape — 8 Oct 2026

20 of 44 names advanced today; 24 fell. 42 screen as buys, led by Broadcom, Amazon, NVIDIA. The book's average reading is 78/100.

Your holdings today

• Adobe ADBE KEEP+-2.25% · CHF 776
• ASML ASML.AS ADD-1.20% · CHF 4,576
• Apple AAPL KEEP++0.91% · CHF 3,366
• Tesla TSLA KEEP+-0.75% · CHF 2,518
• NVIDIA NVDA ADD-0.74% · CHF 3,957
• Logitech LOGN.SW KEEP++0.64% · CHF 2,126
• AMD AMD ADD-0.55% · CHF 8,072
• Microsoft MSFT ADD+0.09% · CHF 2,648

Market context

Risk-on Risk-on — 5/5 equity gauges above their 200-day line; VIX 15 (subdued); Semis (SMH) leading at +8.9% 1-mo.

• Gauge Level1d1mo Trend
• S&P 5007,802-0.22%+1.7%▲ above 200d
• Nasdaq Comp.27,539-0.22%+4.2%▲ above 200d
• VIX (fear)15.08+0.47%-4.1%▼ below 200d
• US 10y yield5.28+0.15%+9.8%▲ above 200d
• Tech (XLK)201.39-0.30%+7.2%▲ above 200d
• Semis (SMH)625.03-1.18%+8.9%▲ above 200d
• Software (IGV)109.84-1.19%+7.0%▲ above 200d

Signal shifts since yesterday

• Nokia NOKIA.HEACCUMULATE → BUY
• AMD AMDACCUMULATE → BUY
• Lufthansa LHA.DEBUY → ACCUMULATE
• Divio Technologies DIVIO-B.STHOLD → ACCUMULATE
• ams-OSRAM AMS.SWSELL → REDUCE

What to own now — the ranked book

1. 01
   Broadcom AVGO USBUY95

   uptrend (above rising 50/200-day); RSI 67; +2.2% 1-mo; analysts: strong buy, +41% to target

   tren 100mome 84anal 96posi 60
   $376.51

   +0.19%
2. 02
   Amazon AMZN USBUY94

   uptrend (above rising 50/200-day); RSI 62; +1.1% 1-mo; analysts: strong buy, +28% to target

   tren 100mome 83anal 95posi 85
   $259.92

   +1.42%
3. 03
   NVIDIA NVDA USBUY94

   uptrend (above rising 50/200-day); overbought (RSI 77); +5.2% 1-mo; analysts: strong buy, +38% to target

   tren 100mome 75anal 96posi 55
   $237.47

   -0.74%
4. 04
   ASML ASML.AS EUBUY93

   uptrend (above rising 50/200-day); overbought (RSI 88); +9.1% 1-mo; analysts: strong buy, +25% to target

   tren 100mome 81anal 94posi 85
   €1,636

   -1.20%
5. 05
   Alphabet GOOGL USBUY93

   uptrend (above rising 50/200-day); RSI 53; +3.6% 1-mo; analysts: strong buy, +23% to target

   tren 100mome 74anal 94posi 85
   $350.50

   +0.81%
6. 06
   Micron MU USBUY92

   uptrend (above rising 50/200-day); RSI 67; +8.8% 1-mo; analysts: strong buy, +43% to target

   tren 100mome 72anal 94posi 85
   $1,088

   +4.06%
7. 07
   Nokia NOKIA.HE EUBUY92

   uptrend (above rising 50/200-day); RSI 52; +2.4% 1-mo; analysts: strong buy, +14% to target

   tren 100mome 73anal 94posi 60
   €9.40

   -2.12%
8. 08
   Comet Holding COTN.SW CHBUY91

   uptrend (above rising 50/200-day); overbought (RSI 75); +6.1% 1-mo; analysts: strong buy, +38% to target

   tren 100mome 76anal 92posi 85
   CHF 375.20

   -1.57%
9. 09
   TSMC (ADR) TSM USBUY91

   uptrend (above rising 50/200-day); overbought (RSI 75); +7.6% 1-mo; analysts: strong buy, +18% to target

   tren 100mome 78anal 92posi 55
   $472.20

   -2.09%
10. 10
    Infineon IFX.DE EUBUY91

    uptrend (above rising 50/200-day); overbought (RSI 73); +6.4% 1-mo; analysts: buy, +34% to target

    tren 100mome 77anal 92posi 85
    €64.68

    +1.91%
11. 11
    ASML (ADR) ASML USBUY88

    uptrend (above rising 50/200-day); overbought (RSI 72); +2.3% 1-mo; analysts: strong buy, +16% to target

    tren 100mome 70anal 90posi 85
    $1,805

    -1.59%
12. 12
    Capgemini CAP.PA EUBUY88

    above 200-day, mixed short term; RSI 58; +4.6% 1-mo; analysts: buy, +28% to target

    tren 67mome 88anal 89posi 60
    €109.95

    +1.43%
13. 13
    Snowflake SNOW USBUY88

    uptrend (above rising 50/200-day); RSI 45; -0.8% 1-mo; analysts: strong buy, +28% to target

    tren 100mome 35anal 93posi 85
    $332.85

    -0.92%
14. 14
    STMicroelectronics STMPA.PA EUBUY88

    uptrend (above rising 50/200-day); overbought (RSI 85); +11.5% 1-mo; analysts: buy, +33% to target

    tren 100mome 82anal 88posi 85
    €52.00

    +2.22%
15. 15
    Oracle ORCL USBUY87

    downtrend (below 50/200-day); RSI 40; -11.7% 1-mo; analysts: buy, +66% to target

    tren 0mome 44anal 91posi 25
    $143.56

    -0.84%
16. 16
    Microsoft MSFT USBUY86

    uptrend (above rising 50/200-day); overbought (RSI 74); +7.2% 1-mo; analysts: strong buy, +11% to target

    tren 100mome 78anal 87posi 55
    $529.76

    +0.09%
17. 17
    SAP (ADR) SAP USBUY86

    uptrend (above rising 50/200-day); RSI 42; -0.6% 1-mo; analysts: buy, +20% to target

    tren 100mome 36anal 91posi 60
    $210.13

    -0.16%
18. 18
    CD Projekt 7CD.F EUBUY86

    above 200-day, mixed short term; RSI 66; +4.3% 1-mo; analysts: none

    tren 67mome 87posi 60
    €58.86

    -1.27%
19. 19
    Adyen ADYEN.AS EUBUY84

    downtrend (below 50/200-day); RSI 38; -13.3% 1-mo; analysts: buy, +59% to target

    tren 0mome 21anal 91posi 25
    €867.00

    +0.52%
20. 20
    Meta Platforms META USBUY83

    uptrend (above rising 50/200-day); RSI 57; +17.6% 1-mo; analysts: strong buy, +10% to target

    tren 100mome 74anal 84posi 85
    $721.31

    -2.38%
21. 21
    SAP SAP.DE EUBUY83

    uptrend (above rising 50/200-day); RSI 54; +3.2% 1-mo; analysts: strong buy, +12% to target

    tren 100mome 51anal 86posi 60
    €188.60

    +1.92%
22. 22
    Salesforce CRM USBUY82

    uptrend (above rising 50/200-day); oversold (RSI 32); -9.9% 1-mo; analysts: buy, +26% to target

    tren 100mome 16anal 89posi 85
    $224.56

    -0.19%
23. 23
    Spotify SPOT USBUY82

    above 200-day, mixed short term; RSI 44; -3.0% 1-mo; analysts: buy, +16% to target

    tren 67mome 32anal 87posi 60
    $512.92

    +5.08%
24. 24
    Xiaomi 1810.HK HKBUY82

    downtrend (below 50/200-day); oversold (RSI 34); -11.1% 1-mo; analysts: buy, +51% to target

    tren 0mome 16anal 89posi 25
    23.92

    -0.08%
25. 25
    Netflix NFLX USBUY81

    downtrend (below 50/200-day); oversold (RSI 33); -9.2% 1-mo; analysts: buy, +33% to target

    tren 0mome 17anal 88posi 25
    $69.70

    +1.47%
26. 26
    Occidental OXY USBUY78

    above 200-day, mixed short term; RSI 45; -4.0% 1-mo; analysts: buy, +17% to target

    tren 67mome 63anal 79posi 85
    $58.21

    -0.21%
27. 27
    ServiceNow NOW USBUY77

    uptrend (above rising 50/200-day); RSI 49; +2.7% 1-mo; analysts: strong buy, +6% to target

    tren 100mome 51anal 80posi 60
    $137.87

    -0.07%
28. 28
    Temenos TEMN.SW CHBUY77

    downtrend (below 50/200-day); RSI 49; -5.0% 1-mo; analysts: buy, +24% to target

    tren 0mome 61anal 78posi 40
    CHF 66.80

    -0.96%
29. 29
    AMD AMD USBUY72

    uptrend (above rising 50/200-day); overbought (RSI 79); +27.7% 1-mo; analysts: strong buy, -1% to target

    tren 100mome 82anal 71posi 55
    $645.86

    -0.55%
30. 30
    Palantir PLTR USACCUMULATE72

    uptrend (above rising 50/200-day); overbought (RSI 78); +14.0% 1-mo; analysts: buy, +3% to target

    tren 100mome 82anal 70posi 85
    $194.12

    +1.07%
31. 31
    Lufthansa LHA.DE EUACCUMULATE72

    downtrend (below 50/200-day); RSI 50; -2.7% 1-mo; analysts: hold, +26% to target

    tren 0mome 65anal 73posi 40
    €7.59

    +1.17%
32. 32
    Palo Alto Networks PANW USACCUMULATE70

    uptrend (above rising 50/200-day); RSI 62; +20.4% 1-mo; analysts: buy, -2% to target

    tren 100mome 96anal 67posi 55
    $405.57

    -3.42%
33. 33
    Logitech LOGN.SW CHACCUMULATE69

    uptrend (above rising 50/200-day); RSI 56; +5.4% 1-mo; analysts: buy, +7% to target

    tren 100mome 89anal 67posi 60
    CHF 85.04

    +0.64%
34. 34
    Adobe ADBE USACCUMULATE67

    below 200-day; oversold (RSI 30); -9.5% 1-mo; analysts: hold, +18% to target

    tren 33mome 16anal 72posi 40
    $232.77

    -2.25%
35. 35
    VAT Group VACN.SW CHACCUMULATE67

    uptrend (above rising 50/200-day); overbought (RSI 83); +10.9% 1-mo; analysts: buy, +3% to target

    tren 100mome 82anal 65posi 55
    CHF 698.20

    -1.61%
36. 36
    Dassault Systèmes DSY.PA EUACCUMULATE66

    uptrend (above rising 50/200-day); RSI 61; +4.6% 1-mo; analysts: hold, +8% to target

    tren 100mome 88anal 64posi 60
    €21.51

    +0.51%
37. 37
    Arm Holdings ARM USACCUMULATE66

    uptrend (above rising 50/200-day); RSI 59; +12.6% 1-mo; analysts: buy, -1% to target

    tren 100mome 74anal 65posi 85
    $294.37

    -2.71%
38. 38
    Tesla TSLA USACCUMULATE65

    below 200-day; RSI 58; +2.6% 1-mo; analysts: buy, +4% to target

    tren 33mome 85anal 64posi 60
    $377.81

    -0.75%
39. 39
    Qualcomm QCOM USACCUMULATE64

    uptrend (above rising 50/200-day); RSI 42; +1.7% 1-mo; analysts: hold, +10% to target

    tren 100mome 39anal 66posi 60
    $177.12

    -2.16%
40. 40
    Intel INTC USACCUMULATE62

    uptrend (above rising 50/200-day); RSI 55; +8.3% 1-mo; analysts: buy, +4% to target

    tren 100mome 59anal 62posi 85
    $113.12

    +0.55%
41. 41
    Divio Technologies DIVIO-B.ST EUACCUMULATE61

    downtrend (below 50/200-day); RSI 55; -2.7% 1-mo; analysts: none

    tren 0mome 65posi 25
    0.05

    -1.98%
42. 42
    Apple AAPL USACCUMULATE59

    uptrend (above rising 50/200-day); RSI 50; +6.5% 1-mo; analysts: buy, -3% to target

    tren 100mome 56anal 59posi 55
    $336.67

    +0.91%
43. 43
    Ericsson ERIC-B.ST EUHOLD46

    downtrend (below 50/200-day); oversold (RSI 31); -2.8% 1-mo; analysts: hold, +2% to target

    tren 0mome 26anal 48posi 40
    94.50

    +0.81%
44. 44
    ams-OSRAM AMS.SW CHREDUCE35

    uptrend (above rising 50/200-day); overbought (RSI 76); +31.2% 1-mo; analysts: hold, -27% to target

    tren 100mome 82anal 30posi 55
    CHF 24.98

    +0.89%

Today's movers — the market

IPO radar

On the wire

• Is Most-Watched Stock Spotify Technology (SPOT) Worth Betting on Now?
  SPOT · Wed, 07 Oct 2026
• Spotify expands audiobooks to more than 180 markets
  SPOT · Wed, 07 Oct 2026
• Veteran analyst aggressively resets Micron stock target on 3-5 year run
  MU · Thu, 08 Oct 2026
• Why Jim Cramer Says This Stock May No Longer Be the Same Cyclical Bet
  MU · Thu, 08 Oct 2026
• 3 Great Cybersecurity Stocks With Revenue Growth Up To 19%
  PANW · Thu, 08 Oct 2026
• Palo Alto Networks (PANW) Deepens AI Security Reach With Global SOC Modernization
  PANW · Thu, 08 Oct 2026
• Arm Holdings (ARM) Heads To Trial Over Billions In Royalty Payments
  ARM · Thu, 08 Oct 2026
• The Highest-Beta Name in Big Tech Just Ran. Here’s the Risk
  ARM · Mon, 05 Oct 2026
• Meta Platforms (META) Commits $300 Million To Biohub And Backs Indiana Solar
  META · Thu, 08 Oct 2026
• Cathie Wood buys $7.8 million of surging megacap tech stock
  META · Wed, 07 Oct 2026
• Adobe (ADBE) Joins The NHL, Is The Stock Cheap Following The Deal?
  ADBE · Wed, 07 Oct 2026
• SwishX Appoints Melonie Warfel as Chief Commercial Officer to Accelerate AI-Powered Content Creation for Life Sciences
  ADBE · Tue, 06 Oct 2026