Reason: This whole group caught the same Monday move — the session the desk's own tape called a "CPU day," when edge-and-cloud infrastructure led the entire board on volume with no dated cause behind it. AKAM (+13.36% week) and DOCN (+14.1%) had the biggest jumps and have now both reclaimed their 200-days (AKAM +6.8%, a name that was still under test two weeks ago). NET added 8.53% and sits only -3.27% off its high at +53.1% against its 200-day. DDOG (+8.97%) is the quiet compounder. Roster unchanged.

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

• All four names moved together on Monday, September 21: the desk's own brief reports edge-and-cloud infrastructure led the entire board that session — Akamai +12.33%, DigitalOcean +12.31%, Cloudflare +8.67% to within 0.22% of its high — but states plainly that the news searches on those names ran and returned nothing that explains the day. That is a documented cause-unknown finding from the desk's own coverage, not a gap this file is introducing.
• AKAM +13.36% week and +6.8% against its 200-day — a real reclaim. Two weeks ago this name was still below its 200-day and flagged as "the one long trend actually under test"; it has now crossed back above the line, though the year (+57.35%) has not fully closed the gap to alpha (+41.58%).
• DOCN +14.1% week, the biggest mover in the group, +38.1% against its 200-day, +282.06% on the year — no ticker-specific dated cause beyond the Monday sector move.
• NET +8.53% week, +53.1% against its 200-day, only -3.27% off its high. Its own pull (refreshed September 22) carries a dated recap of a second-quarter print (dollar-based net retention accelerating to 120%, record large-customer additions, raised full-year revenue guidance) — this appears to be an aggregator resurfacing an already-known print rather than a new receipt for this week's move.
• DDOG +8.97% week; its pull is stale since September 11 — no news pulled for this week's move, riding the same sector-wide rally.
• 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 — web-cloud (Schwab).
• Prior edition (format and roster only): 2026-09-18-web-cloud.
• Monday's edge/cloud session (cause-unknown finding): 2026-09-21-market-brief.
• News checks: latest (pulled 2026-09-22), .../AKAM/news/latest.json and .../DOCN/news/latest.json (pulled 2026-09-21), .../DDOG/news/latest.json (pulled 2026-09-11, stale).