← Edition for Tuesday, September 22, 2026

The Report Card · Tuesday, September 22, 2026

Technology Leads as S&P 500 Adds 0.4% Tomorrow

Robust enterprise software demand and AI infrastructure build-out will drive technology stocks, pushing the S&P 500 up by 0.4% with 63% probability.

D

Accuracy

38%

Correct

6/16

Brier score

0.171

lower is better

We got 6 of 16 calls right on Tuesday, September 22, 2026.

By Category

Forecasts—

0/0

n/a

Trades—

0/0

n/a

PredictionsF

0/9

0% accuracy

Drivers—

0/0

n/a

EarningsB

6/7

86% accuracy

Forecasts — what we said vs. what happened

C

We said

SPX up 0.40% (58% odds it rises)

What happened

No closing data available, so this call could not be judged.

No call
C

We said

NDX up 0.70% (61% odds it rises)

What happened

No closing data available, so this call could not be judged.

No call
C

We said

DJI up 0.20% (55% odds it rises)

What happened

No closing data available, so this call could not be judged.

No call
C

We said

RUT up 0.10% (53% odds it rises)

What happened

No closing data available, so this call could not be judged.

No call
C

We said

VIX down 2.50% (43% odds it rises)

What happened

No closing data available, so this call could not be judged.

No call
C

We said

DXY up 0.10% (52% odds it rises)

What happened

No closing data available, so this call could not be judged.

No call
C

We said

US10Y down 0.01% (47% odds it rises)

What happened

No closing data available, so this call could not be judged.

No call
C

We said

CL down 0.80% (44% odds it rises)

What happened

No closing data available, so this call could not be judged.

No call
C

We said

GC up 0.30% (54% odds it rises)

What happened

No closing data available, so this call could not be judged.

No call
C

We said

SI up 0.60% (55% odds it rises)

What happened

No closing data available, so this call could not be judged.

No call
C

We said

BTC up 0.80% (56% odds it rises)

What happened

No closing data available, so this call could not be judged.

No call
C

We said

ETH up 1.00% (57% odds it rises)

What happened

No closing data available, so this call could not be judged.

No call
C

We said

NG down 0.50% (45% odds it rises)

What happened

No closing data available, so this call could not be judged.

No call

Trades — what we said vs. what happened

C

We said

Buy NOW at 137.68, take profit 147.79, cut it at 129.9

What happened

No closing data available, so this trade could not be judged.

No call
C

We said

Buy NVDA at 227.38, take profit 237.25, cut it at 219.79

What happened

No closing data available, so this trade could not be judged.

No call
C

We said

Buy AZO at 2803.25, take profit 2915.38, cut it at 2721.61

What happened

No closing data available, so this trade could not be judged.

No call
C

We said

Buy MSFT at 501.61, take profit 518.01, cut it at 489.01

What happened

No closing data available, so this trade could not be judged.

No call
C

We said

Buy CRM at 236.42, take profit 250.94, cut it at 225.25

What happened

No closing data available, so this trade could not be judged.

No call
C

We said

Buy PANW at 371.76, take profit 403.58, cut it at 347.27

What happened

No closing data available, so this trade could not be judged.

No call
C

We said

Buy KBH at 47.86, take profit 50.49, cut it at 45.84

What happened

No closing data available, so this trade could not be judged.

No call
C

We said

Buy AAPL at 338.98, take profit 351.25, cut it at 329.53

What happened

No closing data available, so this trade could not be judged.

No call
C

We said

Buy BTC-USD at 86982, take profit 90878.79, cut it at 83981.12

What happened

No closing data available, so this trade could not be judged.

No call
C

We said

Short WOR at 58.15, take profit 54.33, cut it at 61.09

What happened

No closing data available, so this trade could not be judged.

No call

Predictions — what we said vs. what happened

F

We said

Worthington Industries (WOR) will be among the biggest decliners.

What happened

We said WOR would be a loser. It closed 0.00% while the S&P 500 did 0.00%.

Result 0.00%

Wrong
F

We said

Oil (CL) will extend its recent decline.

What happened

We said CL would be a loser. It closed 0.00% while the S&P 500 did 0.00%.

Result 0.00%

Wrong
F

We said

KB Home (KBH) could see selling pressure if earnings disappoint.

What happened

We said KB would be a loser. It closed 0.00% while the S&P 500 did 0.00%.

Result 0.00%

Wrong
—

We said

Macy's (M) shares jump 5% on unexpected strategic partnership news.

What happened

Written call — not scored automatically.

No call
—

We said

A major AI chip startup announces a new funding round at a significantly higher valuation than expected.

What happened

Written call — not scored automatically.

No call
—

We said

Oil (CL) reverses course and closes up 1.5% on unexpected supply news.

What happened

Written call — not scored automatically.

No call
—

We said

ServiceNow (NOW) will close up at least 1.5%.

What happened

Written call — not scored automatically.

No call
—

We said

Salesforce (CRM) will trade higher by at least 1%.

What happened

Written call — not scored automatically.

No call
—

We said

Microsoft (MSFT) shares will advance by 0.8% or more.

What happened

Written call — not scored automatically.

No call
—

We said

Nvidia (NVDA) will finish the day up 1.0%.

What happened

Written call — not scored automatically.

No call
—

We said

Apple (AAPL) will see its stock rise by 0.5%.

What happened

Written call — not scored automatically.

No call
—

We said

Adobe (ADBE) stock will close higher by 1.2%.

What happened

Written call — not scored automatically.

No call
—

We said

Palo Alto Networks (PANW) will gain at least 1.3%.

What happened

Written call — not scored automatically.

No call
—

We said

Eli Lilly (LLY) will trade flat to slightly higher, adding 0.2%.

What happened

Written call — not scored automatically.

No call
—

We said

Caterpillar (CAT) will rise by at least 0.7%.

What happened

Written call — not scored automatically.

No call
—

We said

American Express (AXP) will increase by 0.6%.

What happened

Written call — not scored automatically.

No call
—

We said

Home Depot (HD) will see shares gain 0.3%.

What happened

Written call — not scored automatically.

No call
—

We said

KB Home (KBH) shares will experience a post-earnings move of at least 3% higher.

What happened

Written call — not scored automatically.

No call
—

We said

Worthington Industries (WOR) will see a post-earnings decline of at least 2.5%.

What happened

Written call — not scored automatically.

No call
—

We said

AutoZone (AZO) will trade up at least 1.8% after reporting earnings.

What happened

Written call — not scored automatically.

No call
—

We said

The US 10-year Treasury yield (US10Y) will close below 4.7%.

What happened

Written call — not scored automatically.

No call
—

We said

The magnitude of the consumer discretionary spending slowdown will become clearer.

What happened

Written call — not scored automatically.

No call
—

We said

The impact of rising labor costs on corporate margins will remain a key debate point.

What happened

Written call — not scored automatically.

No call
—

We said

The trajectory of inflation and its influence on Fed policy will continue to be a primary unknown.

What happened

Written call — not scored automatically.

No call
F

We said

KB Home (KBH) will experience a large price swing post-earnings.

What happened

We said KB would swing hard (3%+). It moved 0.00%.

Result 0.00%

Wrong
F

We said

Worthington Industries (WOR) will show elevated trading volatility after its report.

What happened

We said WOR would swing hard (3%+). It moved 0.00%.

Result 0.00%

Wrong
F

We said

AutoZone (AZO) shares will exhibit higher than average volatility after its earnings release.

What happened

We said AZO would swing hard (3%+). It moved 0.00%.

Result 0.00%

Wrong
F

We said

ServiceNow (NOW) will be among the top performers.

What happened

We said NOW would be a winner. It closed 0.00% while the S&P 500 did 0.00%.

Result 0.00%

Wrong
F

We said

Nvidia (NVDA) will see significant gains.

What happened

We said NVDA would be a winner. It closed 0.00% while the S&P 500 did 0.00%.

Result 0.00%

Wrong
F

We said

AutoZone (AZO) will be a top gainer post-earnings.

What happened

We said AZO would be a winner. It closed 0.00% while the S&P 500 did 0.00%.

Result 0.00%

Wrong

Drivers — what we said vs. what happened

C

We said

Supply Chain Dynamics pushes the market up

What happened

No S&P 500 data, so this could not be judged.

No call
C

We said

Enterprise Software Demand pushes the market up

What happened

No S&P 500 data, so this could not be judged.

No call
C

We said

AI Infrastructure Build-out pushes the market up

What happened

No S&P 500 data, so this could not be judged.

No call
C

We said

Interest Rate Expectations pushes the market either way

What happened

No S&P 500 data, so this could not be judged.

No call
C

We said

Earnings Reports (AZO, KBH, WOR) pushes the market either way

What happened

No S&P 500 data, so this could not be judged.

No call
C

We said

Energy Prices (Oil) pushes the market down

What happened

No S&P 500 data, so this could not be judged.

No call
C

We said

Consumer Spending Trends pushes the market up

What happened

No S&P 500 data, so this could not be judged.

No call
C

We said

Global Economic Outlook pushes the market either way

What happened

No S&P 500 data, so this could not be judged.

No call
C

We said

Geopolitical Stability pushes the market up

What happened

No S&P 500 data, so this could not be judged.

No call
C

We said

Cryptocurrency Performance pushes the market up

What happened

No S&P 500 data, so this could not be judged.

No call

Earnings — what we said vs. what happened

A

We said

AZO: we said beat (71% odds of a beat)

What happened

AZO came in above expectations (56.05 vs 54.4026 expected). We said beat.

Right
A

We said

KBH: we said beat (67% odds of a beat)

What happened

KBH came in above expectations (1.05 vs 0.9022 expected). We said beat.

Right
A

We said

FERG: we said beat (70% odds of a beat)

What happened

FERG came in above expectations (3.39 vs 3.3541 expected). We said beat.

Right
F

We said

THO: we said beat (69% odds of a beat)

What happened

THO came in below expectations (0.78 vs 0.8904 expected). We said beat.

Wrong
A

We said

WOR: we said beat (59% odds of a beat)

What happened

WOR came in above expectations (0.82 vs 0.7575 expected). We said beat.

Right
A

We said

MLKN: we said beat (66% odds of a beat)

What happened

MLKN came in above expectations (0.42 vs 0.3621 expected). We said beat.

Right
A

We said

AYTU: we said beat (61% odds of a beat)

What happened

AYTU came in above expectations (-0.05 vs -0.3315 expected). We said beat.

Right
—

We said

CTAS earnings on 2026-09-23: we leaned beat (72% odds of a beat)

What happened

Hasn't reported yet.

No call
—

We said

PAYX earnings on 2026-09-23: we leaned beat (70% odds of a beat)

What happened

Hasn't reported yet.

No call
—

We said

SFIX earnings on 2026-09-23: we leaned beat (56% odds of a beat)

What happened

Hasn't reported yet.

No call
—

We said

FUL earnings on 2026-09-23: we leaned beat (69% odds of a beat)

What happened

Hasn't reported yet.

No call
—

We said

MANU earnings on 2026-09-23: we leaned beat (64% odds of a beat)

What happened

Hasn't reported yet.

No call
—

We said

COST earnings on 2026-09-24: we leaned beat (74% odds of a beat)

What happened

Hasn't reported yet.

No call
—

We said

DRI earnings on 2026-09-24: we leaned beat (66% odds of a beat)

What happened

Hasn't reported yet.

No call
—

We said

SNX earnings on 2026-09-24: we leaned beat (70% odds of a beat)

What happened

Hasn't reported yet.

No call
—

We said

SCHL earnings on 2026-09-24: we leaned beat (64% odds of a beat)

What happened

Hasn't reported yet.

No call

Scoring is deterministic and runs after every US market close. End-of-day prices from Yahoo Finance; earnings actuals from Finnhub. Free-text predictions (top-15, surprise, uncertain) are left for editorial review and not counted in the overall grade.