The MadBrooks Brief

Tech got hit from every angle today — and only one name didn't flinch.

Sep 28, 2026 · 9:04 PM CT · 2:27 · The MadBrooks Brief | Night | Tue, Sep 29

Tech got hit from every angle today — and only one name didn't flinch. INTC down 5.67% to 116.03. Worst of the session. Execution concerns aren't going away.

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Tech got hit from every angle today — and only one name didn't flinch.

INTC down 5.67% to 116.03. Worst of the session. Execution concerns aren't going away.

META down 4.79% to 715.62. Ad spend anxiety plus a broad risk-off tape.

TSLA down 3.94% to 357.45. Volume-driven selloff, no catalyst needed when sentiment turns.

AMD down 3.61% to 607.87. Chip sector dragged it down with INTC leading the bleed.

ORCL down 3.28% to 132.60. Cloud names got no shelter today.

CRM down 2.88% to 227.27. Enterprise software sold off in sympathy with the sector.

NFLX down 2.69% to 69.23. Discretionary names took the hit across the board.

BAC down 2.17% to 55.47. Financials soft but held better than tech.

Now the one that mattered. Nvidia up 1.68% to 228.86. Everything else was red. Nvidia was green. That divergence is your read heading into tomorrow — AI demand still holding a bid even when the rest of tech is getting liquidated. Watch whether that holds or gets faded at the open.

Futures confirm the damage. SPY off 0.74%, QQQ down 1.07%. QQQ leading the drop is a tech story, full stop. VIX at 16.07 — elevated but not panicked. Gold flat, nearly unchanged. No flight to safety, just rotation out of risk.

ETFs reinforce the picture. IWM down 0.69%, DIA off 0.67%. Small caps and industrials held better than growth. The spread between QQQ and IWM is the tell.

Nothing on the economic calendar today. Earnings after the close: BSET, EPS estimate 0.13. BTLN, estimate zero. Before the open tomorrow: CALM, estimate negative 0.72. FDS, estimate 4.38. HPF and HPI with no published estimates.

Asian markets data unavailable. Pre-market will fill that gap.

Nvidia green in a sea of red is either a preview or a head fake. Tomorrow tells you which.

Numbers don't lie. People do. Trade accordingly.

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AI generated. Not financial advice.