Reason: Mega caps absorbed the October 8 AI-hardware selloff, in which CNBC named NVIDIA among the stocks that sank on an OpenAI revenue report; $NVDA and $META were the week's only decliners in the group. $MSFT rose 3.39% to just under the $535.69 base pivot named in the October 8 market brief; $GOOGL, $AAPL and $NVDA stay above their 200-day on positive years, while $MSFT and $META still trail the index over the year.

Price/RSI Table

As of 2026-10-09. 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 2026-10-02

• MSFT: up 3.39% on the week at RSI 67.5, closing just under the $535.69 pivot of a nine-week base (October 8 market brief), 23.3% above its 200-day on a +2.43% year with negative alpha: a base breakout attempt in a trend that has not paid for a year.
• NVDA: down 2% on the week and back under the $236.54 pivot the week's briefs tracked; still 13.4% above its 200-day on a +19.06% year, so the long trend is intact.
• META: down 1.29% on the week and −2.02% on the year with negative alpha; its news was last pulled September 25.
• GOOGL: 3.4% above its 200-day on a +45.6% year. In the week it signed the Constellation nuclear agreement (MarketWatch, October 6) and was ordered to halt work on two data centers in Finland (CNBC, October 7; no reason in the excerpt on file).
• AAPL: steady, 2.52% under its high.
• Roster unchanged since October 2: no entrants, no dropouts.

Watch

MSFT closing through $535.69; NVDA reclaiming $236.54; GOOGL's thin cushion over its 200-day. Alphabet, Microsoft and Meta are scheduled to report on October 28 (provider estimates).

Sources

• Tape data (price, RSI, returns, one-year change, distance to the 200-day): pre-computed summaries as of the 2026-10-09 settled close, summaries (Massive/Polygon).
• Prior edition (format and roster only): 2026-10-02-mag7.
• Event checks: research/stock-events/ (nothing dated October 5-9 for these names; October 28 reports scheduled), the 2026-10-05 through 2026-10-08 market briefs under research/issues/ (MSFT and NVDA pivots), research/capture/ for October 5-9 (no October 9 article or social captures on file); news receipts under stocks/news/latest.json` (GOOGL, MSFT, NVDA and AAPL pulled 2026-10-08; META 2026-09-25).
• Primary links: CNBC, AI stocks sink on OpenAI revenue report — https://www.cnbc.com/2026/10/08/open-ai-revenue-nvidia-oracle-coreweave.html; MarketWatch, Google and Constellation — https://www.marketwatch.com/story/google-makes-a-fresh-bet-on-nuclear-power-as-the-ai-energy-crunch-intensifies-a757c296; CNBC, Google Finland halt — https://www.cnbc.com/2026/10/07/google-finland-data-center-halt.html.