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Home Portfolio News Earnings Macro Special Situations Themes

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Market map

Colour = move

LEADING··LAGGING··

Communication services−12.2%

vs S&P −10.7% 1M · ranked 11 of 11 sectors

TOP EVENTS

MOVERS 1M

Communication services · relative strength

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LEADERSVS SPYiVS SPYExcess return: the stock's move over the window minus the S&P 500's move.

•+7.3% beat the index by 7.3 points over the window.

DRIVER

LAGGARDSVS SPYiVS SPYExcess return: the stock's move over the window minus the S&P 500's move.

•+7.3% beat the index by 7.3 points over the window.

DRIVER

Market map

Colour = move

LEADING··LAGGING··

Communication services−12.2%

vs S&P −10.7% 1M · ranked 11 of 11 sectors

TOP EVENTS

TKO −2.0%Oct 9TKO offers $2 billion for Service Properties Trust's hotel portfolioReuters→GOOGL −12.6%ThuShares of Google’s parent company just had their worst day ever. Here’s what it meansBloomberg, Cnn→META −1.9%Oct 26Josh Brown says Meta is near crucial levels. How he's trading the tech giantCnbc→VZ −3.5%Oct 26Verizon lifts annual forecasts, signs more than $2 billion AI infrastructure deal with AWSU.S. SEC EDGAR, Cnbc→SKYD +1.2%Oct 13Skydance Corporation files Form 8-K: acquirer large dealU.S. SEC EDGAR→

MOVERS 1M

Communication services · relative strength

LEADERSVS SPYiVS SPYExcess return: the stock's move over the window minus the S&P 500's move.

•+7.3% beat the index by 7.3 points over the window.

DRIVER

APP +20.5%AppLovin Reports Third Quarter 2026 Financial Results

OMC +18.0%South Africa: Omnicom Q3 2026 results reflect benefits of IPG acquisition

CMCSA +16.8%Comcast Corporation Reports Results for Three and Nine Months Ended September 30, 2026

DIS +15.8%Disney Eyes Thousands of Layoffs, With Managers Asked to Cut 20%

FOXA +13.7%Fox Corporation Class B Holders Approve Stock Issuance for Roku Merger

2 more communication services names · rank and driver for each

One click · free · no card

LAGGARDSVS SPYiVS SPYExcess return: the stock's move over the window minus the S&P 500's move.

•+7.3% beat the index by 7.3 points over the window.

DRIVER

RDDT −30.1%Reddit, Inc. Reports Third Quarter 2026 Financial Results

GOOGL −15.0%Shares of Google’s parent company just had their worst day ever. Here’s what it means

META −12.9%How Todd Gordon is trading Meta as the stock market rotates out of growth and into value names

SKYD −10.6%Skydance Corporation files Form 8-K: acquirer large deal

T −9.2%AT&T Reports Third-Quarter 2026 Results and Updates Outlook

2 more communication services names · rank and driver for each

One click · free · no card

INDUSTRYVS SPY · 1M1WBEAT SPYiBEAT SPYHow many of the industry's names beat SPY over the window.

•9/12 broad: most names participate.
•2/12 narrow: a couple of names carry the print.

Entertainment+6.4%+8.5%5/7▶

LEADING1M

LAGGING1M

Telecom Services+3.2%+9.6%4/6▶

LEADING1M

LAGGING1M

Internet Content & Information−19.3%−9.9%0/3▶

LEADING1M

LAGGING1M

Himma Investments

Home Portfolio News Earnings Macro Special Situations Themes

Home Portfolio News Earnings Macro Special Situations Themes

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