No holding moved 3% or more, and no material company disclosures hit today. Amazon (−2.25%) and Microsoft (−1.35%) drifted lower with a weaker Nasdaq (−1.25%); nothing changes the stance on any name.
Quiet: RDDT +2.5%, NET −0.3%, META −0.1%, MSFT −1.4%, AMZN −2.3%.
Earnings are expected Oct 28 for MSFT and META, and Oct 29 for AMZN, NET and RDDT.
Nothing actionable today.