Sentiment Heatmap — Week of October 26, 2026

Eli Lilly and Lockheed Martin led the bullish board, and Energy led the sectors at plus 54

Eli Lilly was the most bullish name of the week at 150 bullish to 13 bearish. Its third quarter report, which raised its full-year guidance, drew 65 reads, 64 of them bullish, and a phase 3 trial in which retatrutide beat Ozempic drew 28, all bullish. Lockheed Martin read 126 to 1 with almost no earnings news in the mix. Headlines about missiles produced 72 of its 133 reads, 68 of them bullish. They were led by US approval of a sale of 500 Patriot missiles to Ukraine, a production contract for a missile that flies at more than five times the speed of sound, and a $1.1 billion Army award to develop the PAC-3 Edge interceptor.

Apple read 171 to 60 on product launches rather than results: 5 of its 314 reads were earnings news. Headlines naming its devices produced 201 reads, 125 bullish and 27 bearish, and its first touchscreen MacBooks alone drew 64. Oracle read 131 to 22 after its investor day, where it guided to revenue growth above 35% a year through fiscal 2030, free cash flow of at least $30 billion in fiscal 2029 and a $20 billion cap on new outside funding, a story that drew 37 reads, 32 of them bullish. Headlines about its AI partners, among them Nvidia, OpenAI and Google's TPU chips, added 58 reads, 47 bullish.

Chevron, Shell, ExxonMobil and BP are one story, the oil majors' third quarter reports. Together they read 406 to 37 over 487 reads, and 318 of their 345 earnings reads were bullish. Headlines put five majors' adjusted net income at $56.3 billion for the quarter and tied it to high fuel prices during the Iran war. Energy led the sectors at plus 54 over 1,618 reads, up from plus 45, and the four do not explain it: without them the sector still reads plus 44.3. EQT's plan to buy Range Resources put Range at plus 72, below the board, on 70 reads, 56 of them bullish.

SK hynix's Korean listing read 129 to 20. Its largest story, third quarter results with a plan for 100 trillion won of shareholder returns, drew 82 reads, 76 of them bullish. Its US listing, SKHY, added plus 41. These issues rank listings separately, but counted together SK hynix would stand at plus 150 and lead the board ahead of Eli Lilly. DoorDash read 183 to 87 on one deal, its $17 billion purchase of Instacart. Headlines naming Instacart produced 236 of its 305 reads, 152 bullish and 53 bearish, and Instacart itself read 42 to 11. An FTC order on personalized pricing, covering nine companies, cost DoorDash 20 bearish reads.

AstraZeneca read 106 to 3, with its third quarter results drawing 53 reads, 43 bullish. Merck read 84 to 8 after topping estimates and raising its profit outlook. Vertiv read 85 to 0 on third quarter sales up 61% to $4.31 billion. Healthcare finished at plus 44 over 3,279 reads, and still reads plus 39.3 without Eli Lilly, AstraZeneca and Merck.

Alphabet, Intel and Meta topped the bearish board, and the Binance hack took crypto to a series low

Alphabet was the most bearish name of the week, at 66 to 374 on its Class A listing and 14 to 89 on Class C. Its report on October 28 missed on search and profit, which one outlet called its first double miss in nearly four years, even as Google Cloud revenue grew 103% to $30.7 billion. That story drew 264 Class A reads, 245 of them bearish. Meta read 83 to 346 with no new report of its own: coverage carried on from its results a week earlier. A story about its AI costs drew 119 reads, 106 bearish, and an S&P estimate that it could burn $71 billion in 2027 drew 30, all bearish. Nvidia's $3 billion investment in Meta was the main offset, at 37 bullish to 15 bearish. Reddit read 4 to 80 on weak guidance, slower user growth and a decline in search traffic it tied to Google's AI features. Communication Services finished at minus 34 over 2,006 reads, its lowest in the series, below the minus 26 published a week earlier. Without Alphabet and Meta the sector reads minus 5, and without Reddit as well it reads plus 4.3.

Intel read 63 to 334, and the turn came with its report. From Monday through Wednesday it read 47 to 13. It reported on October 29 and beat third quarter estimates, but its fourth quarter forecast fell short on a PC slowdown and supply constraints, and headlines also cited a blast at its factory in Israel. That story drew 221 reads, 211 of them bearish, and 207 of Intel's bearish reads came on Friday alone. Technology, the largest sector at 21.4% of reads, fell to plus 14 from plus 31, and read minus 34 on Friday. Without Intel it reads plus 20. Amazon read 87 to 267, after 39 to 5 from Monday through Wednesday. Its report the same day missed on earnings and revenue and its fourth quarter sales forecast came in below estimates, while AWS revenue grew 39% and AI spending drew much of the coverage. That story drew 138 reads, 121 of them bearish.

The Binance hack is one story across 41 tickers. Reports began late on October 29, and Binance later said crypto worth $6.3 billion was affected, while withdrawals were halted and Tether and Circle froze stablecoins. Headlines naming Binance and a hack or freeze produced 478 reads at minus 79% net, 416 of them bearish and 301 of them on Friday. By ticker, 141 were on Bitcoin, 67 on Ethereum, 65 on BNB, 36 on XRP and 32 on Solana, and on the listed side 29 on Coinbase, 15 on Strategy and 10 on Robinhood. Bitcoin read 67 to 279, Ethereum 16 to 141 and BNB 11 to 96. Cryptocurrency finished at minus 36 over 1,184 reads, below the minus 27 published for the week of July 6. Without the hack headlines it still reads minus 17.5, and without Bitcoin, Ethereum and BNB it reads minus 1.

Dollar General read 1 to 103 after the FTC and 20 states challenged its pricing, over register prices higher than shelf tags. Headlines naming the case produced 99 bearish reads and no bullish ones. Consumer Defensive finished at minus 1, and reads plus 11.6 without it. Boeing, at plus 105 a week earlier, read 53 to 121 on a wider than expected third quarter loss and a slower 737 production ramp. That story drew 97 reads, 75 bearish, and its 11 bullish ones came from headlines on the narrower loss, free cash flow above estimates and a 15% rise in defense revenue. ServiceNow read 20 to 81 on an earnings miss and slower backlog growth, a story of 56 reads, 49 bearish.

Microsoft was the most covered name, at 213 to 195 over 543 reads, and its net of plus 18 hides two opposite stories. Its offer of voluntary buyouts to about 60,000 employees drew 154 reads, 5 bullish and 98 bearish. Its fiscal first quarter report, with revenue of about $90.7 billion, drew 103 reads, 87 bullish and 3 bearish.

By day, Monday read plus 19.7, Tuesday plus 26.8 and Wednesday plus 28.9. Thursday slipped to plus 21.0 as Alphabet's report landed, and Friday fell to plus 0.8 when Intel, Amazon and Binance joined it. Saturday read plus 1.2 and Sunday minus 1.0. Intel, Amazon, Bitcoin, Ethereum and Alphabet's two classes made up 754 of Friday's 5,297 reads and 677 of its 2,293 bearish ones, and without them Friday reads plus 15. Over the whole week, Alphabet's two classes, Intel, Meta, Amazon, Bitcoin and Ethereum held 2,548 reads, 9.2% of the total, and 1,830 bearish ones, 20.0% of all bearish reads.

Earnings news was not the weak part of the week. It made up 49.0% of reads against 34.0% a week earlier, the largest share in the series, and ran at plus 26.5%. Without it the week reads plus 10.0%, against plus 25.7% for the week of October 19 and plus 11.2% for the week of October 12 on the same test. On Friday itself, earnings reads ran plus 22.7% and everything else minus 19.8%. Headlines about AI spending, AI stocks and chip stocks produced 640 reads at minus 36% net, against 305 at minus 5.2% a week earlier, and the 200 of them on Friday ran minus 62%. Regulation news ran minus 48% over 1,461 reads; Meta and Dollar General were its two largest names, at 123 and 102 reads.