SPY · the SPDR S&P 500 ETF
SPY — Attributed statements and research notes, reproduced as stated. Not investment advice.
What published research said about SPY in the last 14 days
Pieces from the paid research publishers Quant Data reads whose primary ticker was SPY, from the ingestion ledger as of 2026-10-23. Titles belong to the publishers. This is a record of who wrote about SPY, not an endorsement of what they wrote.
| Date | Publisher | Title | Directional statements |
|---|---|---|---|
| 2026-10-21 | James Bulltard | A Recap of October 21, 2026 | 5 |
Each piece is tagged with one primary ticker; passing mentions of SPY inside pieces about something else are not counted.
Directional statements on SPY, on the record
Each row is a dated fact: a named source expressed a direction on SPY. Where a publisher relayed a broker's rating change, the originating voice is in the "via" column. None of these is a recommendation from Quant Data; they are recorded so they can later be checked against what the price did.
| Date | Publisher | Via | Stance | Statement |
|---|---|---|---|---|
| 2026-10-13 | TMT Breakout | Paul Tudor Jones | Bearish | Expects to be short the market in 2027 due to massive equity supply from AI IPOs and unlocks. |
| 2026-10-02 | Macro Charts | Macro Charts | Bullish | Calls the setup asymmetric with $760 as the line in the sand; a hammer and bull flag at support, with SPY possibly making new highs within days. |
| 2026-10-01 | James Bulltard | author's own account | Neutral | Added no positions on 10/1 with SPY under its 50-day average; calls the payrolls report close to binary and says carrying maximum risk through it is a gamble. |
Research notes that mention SPY
- October 21, 2026 — Quant Data Daily Research Notes: 10 pieces from 6 publishers covering SpaceX, Netflix, and Meta earnings
- October 19, 2026 — Ten research pieces from seven publishers: S&P 500 narrowness mirrors 2000 top, 2027 datacenter buildout accelerates to 50GW, and CoreWeave credit risks rise
- October 16, 2026 — Five pieces and five publishers: Macro Charts flags a major turn in rates and precious metals, Capital Wars monitors Bitcoin liquidity, and Damnang explores Meta's AI advertising shift
- October 13, 2026 — Eight research pieces from six publishers: Meta's Muse Wonder returns to the frontier, SK Hynix faces HBM4 defect rumors, global liquidity drops, and Paul Tudor Jones warns of a bearish 2027.
- October 8, 2026 — Twelve research pieces from eight publishers: OpenAI's ARR accounting controversy, TSMC's capacity expansion, Micron's labor dispute, and China's speed-first AI safety regime
- October 7, 2026 — Ten research pieces from six publishers: Marvell's ambitious 2030 targets, ASML's capacity expansion, optical switch growth, and rising Treasury yields pressure tech valuations
- October 6, 2026 — Eight research pieces from six publishers: Global liquidity edges higher, AI computer use targets a $1 trillion market, and Marvell raises long-term targets
- October 5, 2026 — Quant Data Daily Research Notes for 2026-10-05: Eleven pieces from seven publishers covering macro liquidity, semiconductor substrates, enterprise AI security, and tactical options strategies.
- October 2, 2026 — Seven research notes from seven publishers: FCC optical transceiver rules, memory price hikes, China liquidity, and a stack of sell-side rating changes
- October 1, 2026 — 12 pieces from 9 publishers: Micron's fiscal Q4 and 2028 supply claims, Gemini 4 Argon, a silicon photonics foundry map, and a 5.33% US 10-year
- September 30, 2026 — Eight pieces from five publishers: Micron's fiscal Q4 beat and lower gross-margin guide, a first look at FTAI's power business, and a contrarian Treasury note
- September 11, 2026 — Eight notes, seven publishers: Oracle's OCI beat and Nvidia's ballooning off-balance-sheet guarantees headline a day of AI-infrastructure stress-testing
- September 4, 2026 — Seven publishers, seven pieces: Damnang's optical re-rating map, Capital Wars on Treasury QE, Samsara's beat-and-raise, and a Marvell plasmonics tripwire list
- September 3, 2026 — Eight research notes from six publishers: Broadcom's $230B AI guide splits Wall Street, Snowflake's flywheel accelerates, and gold sits at a bull/bear fork
- September 2, 2026 — Four pieces from three publishers: Snowflake's clean beat, Broadcom's underwhelming AI guide, and a bifurcated earnings wrap from Dell, MongoDB, GitLab and Palo Alto
- September 1, 2026 — Nine research notes from seven publishers: Dell and Palo Alto beat, MongoDB misses the buy-side bar, and a stack of sell-side rating changes
Attributed statements and research notes, reproduced as stated. Not investment advice.
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