Day Trade Cheat Sheet - July 29, 2026 (EOD)

 ## TODAY'S GRADE: B A mixed day for traders as defensive sectors and select earnings beats supported some winners, but tech and semiconductor weakness amid geopolitical tensions and Fed uncertainty capped gains. ## HOW INDEXES TRADED **SPY:** -2.18% - reversal **QQQ:** data not available **IWM:** data not available ## BIGGEST MOVERS ### Winners **$AMIX** +89.4% - strong intraday rally on healthcare sector momentum **$LHX** + data not available - despite slipping shares, raised FY2026 EPS and sales guidance post Q2 earnings beat **$GD** +2.6% - upbeat earnings report supported defense sector gains amid geopolitical tensions ### Losers **$SKHY** -16%+ - shares plunged after Q2 earnings miss and profit disappointment despite record AI memory demand **$META** - data not available - shares fell on weak Q3 revenue forecast and profit decline despite strong AI spending **$SOFI** -3% - stock declined despite topping Q2 earnings and revenue estimates, possibly due to cautious outlook ## WHAT WORKED Patterns or setups that worked today: - Healthcare and defense sector plays - AMIX and GD showed strong intraday moves on earnings and geopolitical catalysts - Select earnings beats with raised guidance - LHX’s beat and guidance lift helped despite broader market weakness ## WHAT FAILED Setups that didn't work: - Semiconductor momentum trades - SK Hynix’s earnings miss triggered a sharp selloff, undermining AI-related chip plays - Tech growth names with cautious outlooks - SOFI and META struggled despite solid earnings, reflecting investor caution ## AFTER-HOURS WATCH Earnings or news to monitor tonight: - **$MSFT** - highly anticipated earnings report focusing on AI and cloud spending - **$NFLX** - news on $200 million deal for 2027 Women’s World Cup rights and insider buying could impact sentiment - **$ARM** - Q1 FY27 slides show record results, watch for after-hours reaction ## TOMORROW PREVIEW **Early Watch:** **$MSFT**, **$NFLX**, **$ARM** for earnings reaction; defensive names like **$HUM** and **$GD** for follow-through **Catalyst:** Fed’s hold on rates with three dissenters for hikes, ongoing Middle East tensions driving oil prices higher, and tech earnings flow **Bias:** Neutral to cautious as geopolitical risks and mixed earnings create volatility, with potential for rotation into defensives and energy --- Overall, today’s trading reflected a market grappling with geopolitical uncertainty and a divided Fed, leading to a risk-off tone in tech and semiconductors while defense and healthcare sectors outperformed on earnings and safe-haven demand. Traders should watch for key tech earnings after hours and monitor oil price action as Middle East tensions persist.