Research archive

Current coverage and archived research

Browse the S&P 100 universe with sector context and research status. Open coverage items to review the latest structured research note.

FilterInformation TechnologyClear

Universe

20 names

Current coverage

20 names

Coverage freshness

2 days ago

After the note

Rating track record

For each directional view we compare what happened in the market over the next five trading days. Neutral HOLD views are not graded. Pick a coverage date to see batch results alongside the table below.

  • 2026-07-20101 names
    Full window: Early read: View
  • 2026-07-01101 names
    Full window: Early read: View
  • 2026-06-25101 names
    Full window: Early read: View
  • 2026-06-18100 names
    Full window: Early read: View
  • 2026-06-16101 names
    Full window: Early read: View
  • 2026-06-08101 names
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  • 2026-06-02101 names
    Full window: Early read: 51.9%Selected
  • 2026-05-29101 names
    Full window: Early read: View

Scorecard — 2026-06-02

Names covered

101

Calls that aged well

Awaiting full window

Early read: 51.9%

Average move after rating

Early read: -0.94%

Review window

5 trading days

Compared with SPY

Ratings vs outcomes

52 directional views in batch

Early read: +0.13

Recent strength vs batch

How 5-day momentum lined up with moves

Peer context

101

Names with batch comparison data

ViewCountGradedFull windowEarly readAvg. move
BUY100.0%
HOLD490
OVERWEIGHT9066.7%
UNDERWEIGHT42050.0%

S&P 100 sector mix

Showing 1-20 of 20 names· Move and held-up columns use the 2026-06-02 scorecard · Vs peers when batch comparison is available
SymbolCompanySectorCoverageDesk viewMoveHeld upVs peersUpdatedAction
AAPL

Apple Inc.

Information TechnologyAvailableHOLD-4.33%Above averageJul 20, 2026Open research
ACN

Accenture

Information TechnologyAvailableBUY-6.33%Stronger than mostJul 20, 2026Open research
ADBE

Adobe Inc.

Information TechnologyAvailableOVERWEIGHT-6.53%Stronger than mostJul 20, 2026Open research
AMAT

Applied Materials

Information TechnologyAvailableOVERWEIGHT+0.43%Stronger than mostJul 20, 2026Open research
AMD

Advanced Micro Devices

Information TechnologyAvailableOVERWEIGHT-5.98%Stronger than mostJul 20, 2026Open research
AVGO

Broadcom

Information TechnologyAvailableHOLD-17.64%Stronger than mostJul 20, 2026Open research
CRM

Salesforce

Information TechnologyAvailableBUY-9.11%Stronger than mostJul 20, 2026Open research
CSCO

Cisco

Information TechnologyAvailableOVERWEIGHT-3.01%Stronger than mostJul 20, 2026Open research
IBM

IBM

Information TechnologyAvailableUNDERWEIGHT-14.70%Stronger than mostJul 20, 2026Open research
INTC

Intel

Information TechnologyAvailableUNDERWEIGHT+2.17%Weaker than mostJul 20, 2026Open research
INTU

Intuit

Information TechnologyAvailableOVERWEIGHT-5.16%Stronger than mostJul 20, 2026Open research
LRCX

Lam Research

Information TechnologyAvailableUNDERWEIGHT-2.98%Stronger than mostJul 20, 2026Open research
MSFT

Microsoft

Information TechnologyAvailableOVERWEIGHT-6.70%Stronger than mostJul 20, 2026Open research
MU

Micron Technology

Information TechnologyAvailableHOLD-10.79%Stronger than mostJul 20, 2026Open research
NOW

ServiceNow

Information TechnologyAvailableOVERWEIGHT-10.54%Stronger than mostJul 20, 2026Open research
NVDA

NVIDIA

Information TechnologyAvailableOVERWEIGHT-6.25%Stronger than mostJul 20, 2026Open research
ORCL

Oracle Corporation

Information TechnologyAvailableOVERWEIGHT-13.39%Stronger than mostJul 20, 2026Open research
PLTR

Palantir Technologies

Information TechnologyAvailableHOLD-10.32%Stronger than mostJul 20, 2026Open research
QCOM

Qualcomm

Information TechnologyAvailableOVERWEIGHT-9.24%Below averageJul 20, 2026Open research
TXN

Texas Instruments

Information TechnologyAvailableUNDERWEIGHT-5.59%Weaker than mostJul 20, 2026Open research

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