Reason: GOOGL is the real move: the desk's own Thursday brief reported it closing back above its 200-day ($338.06) a day after sitting exactly on it, and it now sits +1.7% above that line with the year at +39.92%. META keeps running — RSI 71.3, down slightly from 77, but the week accelerated to +12.9% — after a September 23 item flagged a consumer AI device beating rivals to market, on top of the already-known Wells Fargo price-target raise. AAPL (+1.47%) and NVDA (+1.26%) were quiet. MSFT's year flipped positive, +1.8% from -1.7% two sessions ago. 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 2026-09-23

• GOOGL reclaimed its 200-day. The desk's Thursday, September 24 brief reports GOOGL rose 1.34% and closed above its 200-day ($338.06) a day after sitting exactly on it — the thinnest-cushion flag from two weeks ago has resolved to the upside, now +1.7% above the line with the year at +39.92%.
• META: RSI 71.3 (down from 77 Wednesday) but the week accelerated to +12.9% (from +10.51%) and the month to +30.46%. Its pull (refreshed September 25) adds a September 23 item — Meta has beaten rivals to market with a consumer AI device, though CNBC's coverage flags the hardware strategy as unproven — on top of the already-known September 21 Wells Fargo price-target raise to $796.
• AAPL: +1.47% week, +8.81% month, +18.5% against its 200-day. No new dated cause beyond the already-known Q3 beat and iPhone 18 launch.
• NVDA: +1.26% week; its pull (refreshed September 25) still only carries the already-known September 21 item (SB Energy financing, Trump-Xi summit optimism) — no new dated cause this week.
• MSFT: +4.53% week, and the year has turned slightly positive at +1.8% (from -1.7%); its pull (refreshed September 25) resurfaces the same FY26 Q4 results already reported — no new dated cause.
• Roster unchanged since September 23: 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 2026-09-25 close — mag7 (Schwab).
• Prior edition (format and roster only): 2026-09-23-mag7.
• GOOGL's 200-day reclaim: 2026-09-24-market-brief.
• News checks: latest, .../GOOGL/news/latest.json, .../AAPL/news/latest.json, .../NVDA/news/latest.json, .../MSFT/news/latest.json (all pulled 2026-09-25).