Reason: META is now the story: +10.51% on the week and +33.11% on the month, RSI 77 and only -3.44% off its all-time high, after Wells Fargo raised its price target to $796 from $640 on September 21 citing AI progress and its new Muse agent, and after the stock held nearly all of a Monday gap into Wednesday's Connect keynote. The year is still barely negative (-1.5%, alpha -17.27) — a monster month sitting inside a losing year. GOOGL is now sitting exactly on its 200-day (0% cushion) after a second red week, the level the desk flagged two weeks ago as its thinnest cushion. AAPL keeps compounding on a real Q3 beat and the iPhone 18 launch. NVDA added another 5.43%. MSFT (+2.1%) stays negative on the year at -1.7%.

Price/RSI Table

Status reads the 200-day trend first and RSI second; Action is a trend-hold lens — an extended name is never an entry, and a name below its 200-day with a negative year is not a dip.

What Changed Since 2026-09-18

• META's own news pull (refreshed September 22) carries a dated item: on September 21, 2026, Meta jumped after Wells Fargo raised its price target to $796 from $640, citing AI progress and its Muse agent outperforming a rival chatbot early. Monday's session brief separately reports Meta rose 11.34% to $741.25 on 2.6x volume, RSI 77.8, as spillover from Muse hitting the top of the App Store's free chart with roughly 2.5 million downloads in its first thirteen days. Tuesday's brief reports Meta held nearly the entire gap, closing $736.60, the day before its Connect keynote — a scheduled event as of that report, not yet an observed outcome in this data window.
• GOOGL is now sitting exactly on its 200-day (0% cushion) after -1.47% on the week and -2.94% on the month — the thinnest-cushion flag from two weeks ago has become an active test. No dated cause on file; its pull (refreshed September 22) returns aggregator pages only.
• AAPL +1.39% week, +8.6% month, +17.4% against its 200-day, +32.46% year. Its own pull (refreshed September 22) carries a dated Q3 2026 earnings beat (EPS $2.02 vs $1.89, revenue $109.42B, iPhone +22%, Mac +29%, services +12%, reported September 16) and the September 18 launch of the iPhone 18 Pro, Apple Watch Series 12, Ultra 4 and AirPods 5 — both already-known drivers, no new dated event this week.
• NVDA +5.43% week; its pull (refreshed September 22) returns aggregator pages only, no new dated cause specific to this week.
• MSFT +2.1% week, still -1.7% on the year at alpha -17.47; its pull (refreshed September 22) returns aggregator pages and one item about a different AI-cloud company's revenue surge — not a direct MSFT catalyst.
• Roster unchanged: no entrants, no dropouts.

Sources

• Tape data (price, RSI, returns, one-year change and alpha, distance to the 200-day): pre-computed summaries as of the 2026-09-23 close — mag7 (Schwab).
• Prior edition (format and roster only): 2026-09-18-mag7.
• Monday's Muse/CPU-day session and Tuesday's Connect-keynote note: 2026-09-21-market-brief, 2026-09-22-market-brief.
• News checks: latest, .../GOOGL/news/latest.json, .../AAPL/news/latest.json, .../NVDA/news/latest.json, .../MSFT/news/latest.json (all pulled 2026-09-22).