The Midday 10

The Midday 10 Wed, Jul 22, 2026 ~60 seconds 12:30 ET

By midday the tape is split along old fault lines — defensives and materials leading, software and cloud dragging, small-caps lagging the large-cap indices.

US midday, intraday quotes (delayed)

  1. Dell Technologies
  2. Big Tree Cloud Holdings
  3. Avino Silver & Gold Mines
  4. UiPath
  5. AAR Corp.
  6. Reddit
  7. ETF board
  8. Staples back above 50-day
  9. The four-print night — the tape leans before the verdict
  10. Software still won't confirm

The ten lines

  1. 1

    UP Dell Technologies

    DELL

    DELL adds 10.32% to 445.87 by midday, the session's standout large-cap move. No specific catalyst is in the FACTS, but the size of the move keeps it at the top of the tape.

  2. 2

    UP Big Tree Cloud Holdings

    DSY

    DSY rises 9.22% to 3.14, reclaiming its 50-day average intraday — a notable technical recovery for a name at that price level.

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  4. 3

    UP Avino Silver & Gold Mines

    ASM

    ASM gains 6.87% to 6.46, moving in step with broad precious-metals strength — Gold (GLD) is up 1.57% on the same tape.

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C · line 11 · members

Today in line 11: what we do with the software breakdown and the semis-vs-software split into the close.

The privileged, actionable read — what we do, and at which level — is in line 11, for members only.

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Ten lines on the US midday tape, not advice — an investment diary. Published every trading day at 12:30 ET. See The Morning 10 and the Daily Pulse.