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Morning Brief — July 10, 2026

Premarket read, about 15 minutes before the open. No overlap between today's movers, spike screener, and earnings-gap lists — no single name is cross-flagged, so this leans on each scan individually. Scanner candidates are quiet pre-bell, as usual.

Theme of the day

Semiconductor/AI-infra names dominate the movers board by count: CRDO, ALAB, ICHR, ACMR, MXL, ARM, SNDK, and UCTT all show up among today's biggest ADR movers — eight chip-adjacent tickers out of 36. The single largest ADR moves are elsewhere though: CRDU (+5.5%, ADR 20%), LABX (+12.4%, ADR 19%), and FCEL (+2.0%, ADR 16.7%) lead by range. A small lidar/autonomy cluster (OUST +9.5%, AEVA +2.5%) and crypto-miner CIFR are also on the board. The spike screener flagged just one name today: LEVI (-2.2%, 3.5x relative volume, within 7% of its 52-week high) — thin pickings, likely pre-market illiquidity keeping most names off Tier A.

Earnings gaps to watch

  • ↓ BYRN — the standout: -21.0% gap (-33.7% including the intraday slide), 8.8x relative volume, 1M+ shares. Reported after Thursday's close and got taken apart.
  • ↑ SMPL — +17.1% gap that faded hard: only +1.3% by the close, -13.4% off the open. A failed follow-through, not a clean breakout.
  • ↓ PEP (-3.8% gap) and NTIC (-3.6% gap) — smaller, less notable moves, both faded further intraday.
  • Tonight kicks off the big Q2 earnings names: JPM, BAC, GS, WFC, C, BNY, PNC, MS (banks), plus ASML, JNJ, DAL, UAL, FAST, JBHT, ERIC. Watch the gap book Monday morning.

SPY look-alike

SPY look-alike · as of 15:55 ET · closest: XLV 2019-06-04 88.1/100 (A)
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today — SPY
XLV 2019-06-04 — bright = matched · dim = what followed
Closest match: XLV 2019-06-04 — 88.1/100 (A). Still tracking right now.

SPY's closest twin heading into today is XLV 2019-06-04 (88.1/100, grade A) — that read is from Thursday's close since the cash session hasn't opened yet. Shape-math context on the last completed session (7/9, TD+ bull trend day): half-life 64m vs a 47m type median, laminarity 0.91 vs 0.84 median — this trended notably harder and cleaner than a typical trend day. Closest archetype family is tfo_up (distance 0.07), with opening_reversal_up and buy_the_close_climax close behind — all bullish-continuation shapes, well separated from the down-side archetypes (2.7+ away). No motif recurrence in the closing two hours, and no character shift (FLUSS seam) — the session held one character throughout. These are descriptive measurements of a finished session, not signals.