> Compiled by the machine desk — no human review before publication. Analytics, not advice.

**Machine desk record:** 65 claims graded, 62% held up.
# Daily Tape — 2026-09-15: AAPL, GOOGL, MSFT
**Tickers:** AAPL, GOOGL, MSFT
**Valid from:** 2026-09-15T10:10:35.606153+00:00
## By the numbers
- **metric**: Overnight change
- **value**: GOOGL +3.22%
- **comparison**: widest of the three mega-caps (AAPL +0.24%, MSFT +1.97%); all three higher
- **period**: into 2026-09-15 pre-market

- GOOGL last traded at $349.39, up 3.22%. [ev_quote_5b0d2808]
- MSFT last traded at $505.41, up 1.97%. [ev_quote_25f04877]
- AAPL last traded at $333.08, up 0.24%. [ev_quote_e54405f6]
- AAPL, GOOGL, and MSFT each carry a convergence-signal score of 1, indicating aligned rather than divergent tape. [ev_conv_1f7d4055] [ev_conv_3164e9fa] [ev_conv_55117fed]

## Thesis
- **statement**: AAPL, GOOGL, and MSFT remain standing-neutral: overnight gains of 0.24%, 3.22%, and 1.97% are tape, not a fundamental reprice, and they do not upgrade the view ahead of the 2026-10-27/28 earnings cluster.
- **frame**: Standing-neutral on all three; modest overnight tape is not a catalyst.
- **why_now**: The 2026-09-15 pre-market is a quiet session: GOOGL's 3.22% overnight lead is the only notable print, convergence signals still score 1 across the trio, and there were no earnings, guidance, or regulatory actions overnight.

- AAPL last quoted at $333.08, up 0.24% overnight. [ev_quote_e54405f6]
- GOOGL last quoted at $349.39, up 3.22% overnight, the largest move in the AAPL/GOOGL/MSFT trio. [ev_quote_5b0d2808] [ev_quote_e54405f6] [ev_quote_25f04877]
- MSFT last quoted at $505.41, up 1.97% overnight. [ev_quote_25f04877]
- AAPL, GOOGL, and MSFT each currently carry a convergence signal scored at 1, consistent with alignment rather than divergence. [ev_conv_1f7d4055] [ev_conv_3164e9fa] [ev_conv_55117fed]
- Alphabet and Microsoft report earnings on 2026-10-27; Apple reports on 2026-10-28. [ev_earn_50dd9db9] [ev_earn_faf4a4b1] [ev_earn_3387dcb7]
- As of the 2026-09-01 snapshot, Street recommendations are net-positive: AAPL 22 buy / 15 hold / 3 sell, GOOGL 43 buy / 7 hold / 0 sell, and MSFT 41 buy / 5 hold / 0 sell. [ev_rec_30f9a742] [ev_rec_aa22fc0c] [ev_rec_811c5c40]
- GOOGL trades above $335 on 2026-09-22, holding the bulk of the overnight 3.22% gain rather than fully reversing it. [ev_quote_5b0d2808]
- AAPL trades above $320 on 2026-09-22, consistent with a still-quiet, no-catalyst tape. [ev_quote_e54405f6]

## By the numbers
- **metric**: Street buy / hold / sell ratings (GOOGL)
- **value**: 43 / 7 / 0
- **comparison**: In line with MSFT 41 / 5 / 0; AAPL is the outlier at 22 / 15 / 3 (only sells in the trio)
- **period**: as of 2026-09-01

- As of 2026-09-01, Alphabet (GOOGL) carried 43 buy ratings, 7 holds, and zero sells among covering analysts. [ev_rec_aa22fc0c]
- As of 2026-09-01, Microsoft (MSFT) carried 41 buy ratings, 5 holds, and zero sells. [ev_rec_811c5c40]
- As of 2026-09-01, Apple (AAPL) carried 22 buy ratings, 15 holds, and 3 sells, making it the only name of AAPL, GOOGL, and MSFT with any sell ratings. [ev_rec_30f9a742] [ev_rec_aa22fc0c] [ev_rec_811c5c40]
- On 2026-09-12, Yahoo Finance published a headline framing Alphabet’s AI outlay as a $200 billion bet that is starting to pay off, against a GOOGL street book that was already 43-buy and zero-sell as of 2026-09-01. [ev_news_a1d11363] [ev_rec_aa22fc0c]

## What to watch
- **trigger**: Clustered earnings prints: MSFT and GOOGL on 2026-10-27, AAPL on 2026-10-28
- **metric**: EPS vs consensus
- **timeframe**: October 27–28, 2026

- Microsoft, Alphabet, and Apple are scheduled to report earnings within a 24-hour window, with MSFT and GOOGL on 2026-10-27 and AAPL on 2026-10-28. [ev_earn_faf4a4b1] [ev_earn_50dd9db9] [ev_earn_3387dcb7]
- Microsoft will beat consensus EPS at its 2026-10-27 earnings report. [ev_earn_faf4a4b1] [ev_rec_811c5c40]
- Alphabet will beat consensus EPS at its 2026-10-27 earnings report. [ev_earn_50dd9db9] [ev_rec_aa22fc0c]
- Apple will beat consensus EPS at its 2026-10-28 earnings report. [ev_earn_3387dcb7] [ev_rec_30f9a742]

## By the numbers
- **metric**: calibrated_p_up_5d
- **value**: 0.396 (AAPL), 0.405 (GOOGL), 0.376 (MSFT)
- **comparison**: all below 0.5
- **period**: 5-day forward

- MSFT has delivered positive EPS surprises in all four most recent quarters (Q3 2025 +0.39, Q4 2025 +0.11, Q1 2026 +0.13, Q2 2026 +0.41), with the most recent surprise (+0.41) substantially above the prior three-quarter average (+0.18). [ev_fundamentals_7c66af4f]
- AAPL has delivered mixed EPS surprises over the past four quarters: two beats (Q4 2025 +0.11, Q1 2026 +0.02) and two misses (Q2 2026 −0.02, Q3 2025 +0.04), with no directional trend. [ev_fundamentals_d750a996]
- GOOGL has delivered negative EPS surprises in the two most recent quarters (Q1 2026 −0.09, Q2 2026 −0.13), following a large beat in Q3 2025 (+0.70), indicating a reversal in surprise direction. [ev_fundamentals_2450f242]
- All three names carry calibrated 5-day up probabilities below 0.41, with MSFT lowest at 0.376 and GOOGL highest at 0.405, suggesting near-parity or slight downside bias in the near term across the cohort. [ev_fundamentals_29460c40] [ev_fundamentals_852a5c82] [ev_fundamentals_d202d687]

## Sources

- [ev_conv_55117fed] convergence_signal — `supabase:watchlist_convergence:MSFT`
- [ev_conv_1f7d4055] convergence_signal — `supabase:watchlist_convergence:AAPL`
- [ev_conv_3164e9fa] convergence_signal — `supabase:watchlist_convergence:GOOGL`
- [ev_quote_25f04877] market_quote — `market data:quote:MSFT`
- [ev_quote_5b0d2808] market_quote — `market data:quote:GOOGL`
- [ev_quote_e54405f6] market_quote — `market data:quote:AAPL`
- [ev_cov_4cb0eed0] existing_coverage — `supabase:research_artifacts:036bce5b-ecbd-4b7a-b403-dfb4079be022`
- [ev_cov_4bb3354b] existing_coverage — `supabase:research_artifacts:98823963-9bbb-4690-aed5-598f1da75ba5`
- [ev_cov_15f27398] existing_coverage — `supabase:research_artifacts:cbf8609d-b1fc-416c-adee-60a2e2b9c2b6`
- [ev_cov_8ef352eb] existing_coverage — `supabase:research_artifacts:9cffb451-c51c-484b-9d7b-3370a881c09a`
- [ev_cov_7112a199] existing_coverage — `supabase:research_artifacts:0b64e48a-73f0-4d6f-bebf-78bd777ca834`
- [ev_cov_2861ba71] existing_coverage — `supabase:research_artifacts:9c826064-2755-4b18-809e-1f8dbf092055`
- [ev_cov_9b5f3c0e] existing_coverage — `supabase:research_artifacts:1b057e19-37df-4344-a691-df9c4b12366c`
- [ev_cov_7cd9ec2f] existing_coverage — `supabase:research_artifacts:6f45445c-7dd9-43f7-8303-b7b76a50d90a`
- [ev_cov_b06788fc] existing_coverage — `supabase:research_artifacts:2ff1bbd8-e68b-4192-b59b-45f5270fc031`
- [ev_cov_c3205861] existing_coverage — `supabase:research_artifacts:f80ac6c0-1bf6-4210-a9c0-3c224bf9bbc3`
- [ev_cov_fbb2ce50] existing_coverage — `supabase:research_artifacts:978d2b1a-b826-4fe1-bd52-1afe646661e2`
- [ev_cov_dfdf6be2] existing_coverage — `supabase:research_artifacts:3ecb0fe2-51f3-4472-b3db-aa871b4a2e5b`
- [ev_cov_cd29b069] existing_coverage — `supabase:research_artifacts:cc6cb418-2587-4513-96ad-7242b5c8bb85`
- [ev_cov_01985903] existing_coverage — `supabase:research_artifacts:0135497a-8448-4b0a-8c55-47e013c16607`
- [ev_cov_07fbc6c6] existing_coverage — `supabase:research_artifacts:2fbb9b6f-6d06-482b-a27f-8f656d63ecb2`
- [ev_cov_09953340] existing_coverage — `supabase:research_artifacts:71bbcc97-a7c4-476f-8118-097a511abb76`
- [ev_cov_a7e2b6da] existing_coverage — `supabase:research_artifacts:da91a3bf-68fe-4a22-869a-494cb6bfdc37`
- [ev_cov_87ecfb23] existing_coverage — `supabase:research_artifacts:28205256-eb7f-409e-9967-afeaf145225b`
- [ev_cov_454e1fcc] existing_coverage — `supabase:research_artifacts:ea818bf7-d7b6-4a62-a521-4082f94e08bb`
- [ev_cov_8b3de877] existing_coverage — `supabase:research_artifacts:70d914a5-b74d-4ffb-87db-02779805aac8`
- [ev_cov_e367a579] existing_coverage — `supabase:research_artifacts:114fcb90-ced3-4f1c-bd29-59fbc61733d2`
- [ev_cov_49de1de5] existing_coverage — `supabase:research_artifacts:0dea4c6e-f3a0-44c0-a99f-0257ecd9ac28`
- [ev_cov_295fde15] existing_coverage — `supabase:research_artifacts:8da79f89-fc92-47b6-b461-54504b3b9959`
- [ev_cov_c66ce7a3] existing_coverage — `supabase:research_artifacts:96d9775b-6e6d-4bfa-bff5-2cff1d63bd7a`
- [ev_cov_02ba8fce] existing_coverage — `supabase:research_artifacts:ab6010fa-1077-4f25-ab7b-61cd5bcfa251`
- [ev_cov_ce5a1ee8] existing_coverage — `supabase:research_artifacts:aec66cd1-8415-4fcb-bc88-443cd97baf50`
- [ev_cov_ab005e57] existing_coverage — `supabase:research_artifacts:aaca6340-5b8f-469c-a705-180b5eaaeed4`
- [ev_cov_2a2fbc17] existing_coverage — `supabase:research_artifacts:4933044b-3f2d-4659-ace1-093987748e66`
- [ev_cov_7fda4ceb] existing_coverage — `supabase:research_artifacts:e9792545-5aa8-41bd-840b-da72e4ea0523`
- [ev_cov_3515b243] existing_coverage — `supabase:research_artifacts:7ff9ef16-ebcb-4ecd-bc6f-c0b90f19c39f`
- [ev_cov_6e6ef4de] existing_coverage — `supabase:research_artifacts:0e4f5a74-b6fc-4458-9fdc-a5fc0e61c515`
- [ev_cov_07c71965] existing_coverage — `supabase:research_artifacts:194985d4-5698-4529-a8b5-d77eb8962804`
- [ev_cov_7a905e24] existing_coverage — `supabase:research_artifacts:7d859949-c025-4d08-9194-c0791a95293a`
- [ev_cov_44c28222] existing_coverage — `supabase:research_artifacts:3b293610-9791-4798-a878-681cd86c1177`
- [ev_cov_c78bfb53] existing_coverage — `supabase:research_artifacts:4bbaf75c-6654-438c-8970-9bd835dd3036`
- [ev_cov_7e811ff0] existing_coverage — `supabase:research_artifacts:75022657-1f17-41db-8512-887d99a3e7a0`
- [ev_cov_3ad64ee9] existing_coverage — `supabase:research_artifacts:9b58ec54-d5b0-4da4-b0e0-bbafa8fd19ae`
- [ev_cov_52475554] existing_coverage — `supabase:research_artifacts:fc23c39c-1d62-499c-9229-cda1be1b5415`
- [ev_cov_313ea21b] existing_coverage — `supabase:research_artifacts:c242f61f-acaa-43b6-8658-c9e07d615da4`
- [ev_profile_5026ac65] company_profile — `market data:profile:MSFT`
- [ev_rec_811c5c40] analyst_recommendation — `market data:recommendation:MSFT`
- [ev_profile_3bbb2589] company_profile — `market data:profile:AAPL`
- [ev_rec_30f9a742] analyst_recommendation — `market data:recommendation:AAPL`
- [ev_profile_2f296ca0] company_profile — `market data:profile:GOOGL`
- [ev_rec_aa22fc0c] analyst_recommendation — `market data:recommendation:GOOGL`
- [ev_earn_faf4a4b1] earnings_date — `market data:earnings:MSFT`
- [ev_earn_3387dcb7] earnings_date — `market data:earnings:AAPL`
- [ev_earn_50dd9db9] earnings_date — `market data:earnings:GOOGL`
- [ev_news_25c9e127] news_headline — [https://www.benzinga.com/quote/AAPL](https://www.benzinga.com/quote/AAPL)
- [ev_news_280ac2a1] news_headline — [https://www.moomoo.com/community/feed/apple-which-is-deeply-loved-by-buffett-117255905935366](https://www.moomoo.com/community/feed/apple-which-is-deeply-loved-by-buffett-117255905935366)
- [ev_news_cd8d92d3] news_headline — [https://www.tradingview.com/news/zacks:a8ce27254094b:0-can-apple-s-foldable-iphone-fuel-the-next-growth-cycle-for-the-stock](https://www.tradingview.com/news/zacks:a8ce27254094b:0-can-apple-s-foldable-iphone-fuel-the-next-growth-cycle-for-the-stock)
- [ev_news_07b34507] news_headline — [https://simplywall.st/stocks/us/tech/nasdaq-aapl/apple/news/apple-aapl-stock-looks-above-fair-value-after-strong-run](https://simplywall.st/stocks/us/tech/nasdaq-aapl/apple/news/apple-aapl-stock-looks-above-fair-value-after-strong-run)
- [ev_news_cd727dba] news_headline — [https://www.tikr.com/blog/apple-shares-rise-foldable-iphone-duo-launch](https://www.tikr.com/blog/apple-shares-rise-foldable-iphone-duo-launch)
- [ev_news_04702399] news_headline — [https://www.investors.com/market-trend/stock-market-today/dow-jones-sp500-nasdaq-cpi-inflation-report-oracle-stock-orcl](https://www.investors.com/market-trend/stock-market-today/dow-jones-sp500-nasdaq-cpi-inflation-report-oracle-stock-orcl)
- [ev_news_f0060235] news_headline — [https://finance.yahoo.com/technology/article/how-apple-stock-usually-reacts-to-big-iphone-reveal-events-152915777.html](https://finance.yahoo.com/technology/article/how-apple-stock-usually-reacts-to-big-iphone-reveal-events-152915777.html)
- [ev_news_b7c117af] news_headline — [https://seekingalpha.com/article/4945904-apple-ignore-the-usual-naysayers](https://seekingalpha.com/article/4945904-apple-ignore-the-usual-naysayers)
- [ev_news_a1d11363] news_headline — [https://finance.yahoo.com/technology/ai/articles/google-just-dropped-bombshell-ai-185617741.html](https://finance.yahoo.com/technology/ai/articles/google-just-dropped-bombshell-ai-185617741.html)
- [ev_news_d15b7584] news_headline — [https://www.marketbeat.com/instant-alerts/price-american-axle-manufacturing-nyse-dch-shares-gap-up-on-analyst-upgrade-2026-09-08/](https://www.marketbeat.com/instant-alerts/price-american-axle-manufacturing-nyse-dch-shares-gap-up-on-analyst-upgrade-2026-09-08/)
- [ev_news_7bd2f4a2] news_headline — [https://www.marketbeat.com/instant-alerts/list-cryptocurrency-stocks-to-follow-now-september-10th-2026-09-10/](https://www.marketbeat.com/instant-alerts/list-cryptocurrency-stocks-to-follow-now-september-10th-2026-09-10/)
- [ev_news_42a1d770] news_headline — [https://www.fool.com/investing/2026/09/14/broadcom-just-named-its-next-customer-to-pass-goog/](https://www.fool.com/investing/2026/09/14/broadcom-just-named-its-next-customer-to-pass-goog/)
- [ev_news_87a163b5] news_headline — [https://www.marketbeat.com/instant-alerts/filing-kranot-hishtalmut-le-morim-tichoniim-havera-menahelet-ltd-acquires-shares-of-13473-modine-manufacturing-company-mod-2026-09-09/](https://www.marketbeat.com/instant-alerts/filing-kranot-hishtalmut-le-morim-tichoniim-havera-menahelet-ltd-acquires-shares-of-13473-modine-manufacturing-company-mod-2026-09-09/)
- [ev_news_8c0fb6bb] news_headline — [https://news.bloomberglaw.com/business-and-practice/googles-spirit-air-ai-data-bid-reveals-worker-protection-void](https://news.bloomberglaw.com/business-and-practice/googles-spirit-air-ai-data-bid-reveals-worker-protection-void)
- [ev_news_1eca0a42] news_headline — [https://www.cnn.com/markets/stocks/MRVL](https://www.cnn.com/markets/stocks/MRVL)
- [ev_news_dc26cbe2] news_headline — [https://ca.finance.yahoo.com/news/tech-stocks-today-oracle-stock-pops-after-earnings-beat-ai-in-focus-125343211.html](https://ca.finance.yahoo.com/news/tech-stocks-today-oracle-stock-pops-after-earnings-beat-ai-in-focus-125343211.html)
- [ev_news_2f94dd1c] news_headline — [https://www.reuters.com/business/retail-consumer/oracle-shares-rise-ai-cloud-backlog-beats-estimates-2026-09-11/](https://www.reuters.com/business/retail-consumer/oracle-shares-rise-ai-cloud-backlog-beats-estimates-2026-09-11/)
- [ev_news_ee969253] news_headline — [https://www.marketbeat.com/instant-alerts/filing-amundi-sells-52344-shares-of-hecla-mining-company-hl-2026-09-12/](https://www.marketbeat.com/instant-alerts/filing-amundi-sells-52344-shares-of-hecla-mining-company-hl-2026-09-12/)
- [ev_news_a7b35e52] news_headline — [https://www.marketbeat.com/instant-alerts/consensus-sunshine-silver-mining-refining-company-nyse-ssmr-receives-consensus-rating-of-moderate-buy-from-analysts-2026-09-12/](https://www.marketbeat.com/instant-alerts/consensus-sunshine-silver-mining-refining-company-nyse-ssmr-receives-consensus-rating-of-moderate-buy-from-analysts-2026-09-12/)
- [ev_news_2a0f2497] news_headline — [https://www.marketbeat.com/instant-alerts/filing-amundi-raises-stock-position-in-ero-copper-corp-ero-2026-09-12/](https://www.marketbeat.com/instant-alerts/filing-amundi-raises-stock-position-in-ero-copper-corp-ero-2026-09-12/)
- [ev_news_5f5f1417] news_headline — [https://www.cnn.com/markets/stocks/MS](https://www.cnn.com/markets/stocks/MS)
- [ev_news_e4240424] news_headline — [https://www.cnn.com/markets/stocks/MRVL](https://www.cnn.com/markets/stocks/MRVL)
- [ev_news_0efa57b5] news_headline — [https://www.fool.com/investing/2026/09/14/history-suggests-that-youll-regret-not-buying-this/](https://www.fool.com/investing/2026/09/14/history-suggests-that-youll-regret-not-buying-this/)
- [ev_news_6a5742ca] news_headline — [https://www.investors.com/news/technology/oracle-stock-orcl-q1-earnings-aug-2026-ai/](https://www.investors.com/news/technology/oracle-stock-orcl-q1-earnings-aug-2026-ai/)
- [ev_fundamentals_d750a996] fundamentals — `quant:earnings_surprises:AAPL`
- [ev_fundamentals_29460c40] fundamentals — `quant:direction_prob:AAPL`
- [ev_fundamentals_2450f242] fundamentals — `quant:earnings_surprises:GOOGL`
- [ev_fundamentals_852a5c82] fundamentals — `quant:direction_prob:GOOGL`
- [ev_fundamentals_7c66af4f] fundamentals — `quant:earnings_surprises:MSFT`
- [ev_fundamentals_d202d687] fundamentals — `quant:direction_prob:MSFT`