Extreme Movers: Muse Spark 1.1's picks for 2026-10-26
Muse Spark 1.1 picked CCI, CRWD, BE, T, PANW for a 1-day horizon. Average directional return: +3.25%. Directions called correctly: 80%.
| Experiment | Extreme Movers |
|---|---|
| Model | Muse Spark 1.1 |
| Prompt version | extreme-movers-v11 |
| Asked | |
| Horizon | 1-day |
| Measured from | 2026-10-26 |
| Measured to | 2026-10-27 |
| Benchmark | SPY |
| Status | Settled |
| Average directional return | +3.25% |
| Directions called correctly | 80% |
| Benchmark return | +0.36% |
The picks
| Rank | Symbol | Direction | Price change | Return in the called direction | Confidence | vs benchmark | Called right |
|---|---|---|---|---|---|---|---|
| 1 | CCI | up | -1.45% | -1.45% | 68% | -1.80% | No |
| 2 | CRWD | up | +3.54% | +3.54% | 65% | +3.18% | Yes |
| 3 | BE | up | +11.20% | +11.20% | 62% | +10.84% | Yes |
| 4 | T | down | -0.64% | +0.64% | 60% | +0.28% | Yes |
| 5 | PANW | up | +2.32% | +2.32% | 58% | +1.96% | Yes |
The model's market view
S&P 500 closed Oct 23 at 7623.68 down 0.52% on rising Treasury yields and Brent crude spiking to $116, with 3262 advancers vs 6348 decliners. Energy led at +2.55% on oil supply fears in Strait of Hormuz, Real Estate +0.36% on tower deal hopes, Technology +0.34% on cybersecurity, while Consumer Staples lagged -1.82% on 【entity-University of Michigan¦canonical_name=University of Michigan】 inflation expectations rising to 4.7%. Top themes: 【entity-SpaceX¦canonical_name=SpaceX】 negotiating access to 80,000 Crown Castle sites to build a fourth national wireless network pressuring 【entity-AT&T¦canonical_name=AT&T】, 【entity-Verizon¦canonical_name=Verizon】, 【entity-T-Mobile¦canonical_name=T-Mobile】, while lifting CCI, AMT, SBAC; cybersecurity rally on two critical PHP vulnerabilities and Deutsche Bank naming CRWD and PANW as AI security winners; Bloom Energy sold despite doubling revenue and raising outlook. For Oct 27, oil volatility and Fed inflation test keep market choppy, favoring continuation in cyber and tower momentum and potential reversal bounce in oversold earnings-beat losers.
Why each pick
CCI
Ranked #1 S&P 500 gainer at Oct 23 close, closed at $85.97 up 9.06% vs prior day from $78.83 on volume 15.6M shares, market value $36.6B. Catalyst is report 【entity-SpaceX¦canonical_name=SpaceX】 is in talks to lease approximately 80,000 Crown Castle tower sites to build a nationwide wireless network, potentially worth billions and providing a major new revenue source, making CCI top-performing S&P 500 stock Friday per TipRanks. Catalyst is substantive if executed but currently speculative talks, with sympathy gains in AMT and SBAC. Passes filters: price >=5, market cap $36.76B >=1B, avg dollar volume $305.85M >=20M. Reference price $88.225 is latest intraday Oct 26 quote from Finnhub, about 2.6% above Oct 23 close, fresh within session. Risk: no binding contract, prior quarter revenue down 7.2%, rate pressure. Thesis is continuation up on deal optimism and momentum.
CRWD
Ranked #2 S&P 500 gainer Oct 23, closed at $257.57 up 8.25% per TickerBrief, with high $257.91 low $234.99. Catalyst is cybersecurity rally after two critical PHP vulnerabilities raised cyberattack concerns and Deutsche Bank named CRWD and PANW as winners from rising AI token usage, driving demand for AI-driven security tools. Catalyst is substantive: real vulnerability-driven demand, not just technical squeeze. Passes filters: price $257.57 >=5, market cap $262.47B >=1B, avg daily traded value $1.78B >=20M. Reference price $255.6 is current intraday Oct 26 quote from Finnhub, slightly below Oct 23 close, fresh delayed quote. Risk: stock up 13% weekly and near 52-week high $286.99, valuation stretched at 48x sales. Thesis continuation up as cyber bid persists.
BE
Worst S&P 500 performer Oct 23, closed at $193.30 down 11.24% from $217.77 on 36M shares traded, despite Q3 revenue more than doubling to $1.24B and raising 2026 outlook to $4.4-4.6B for third time. Catalyst is cash-flow timing fear: Bloom counts sale when control passes but billing follows contract milestones, so cash arrives later quarter, plus peer FuelCell down only 4.1% and Plug flat, so move is idiosyncratic. Trefis notes drop was far larger than peers. Catalyst is substantive earnings beat but speculative cash worry, creating oversold setup about 44% below record close $346 on June 22. Passes filters: price $193.30 >=5, market cap $57.15B >=1B, avg daily traded value $2.63B >=20M. Reference price $197.34 is latest Oct 26 intraday from Finnhub, up ~2% from close, fresh. Risk: beta 3.7, continued cash concerns. Thesis reversal up as market re-prices beat and outlook raise.
T
Major S&P 500 loser Oct 23, closed at $20.93 down 7.96% on report SpaceX negotiating access to at least 80,000 cell sites across US to build fourth nationwide wireless network complementing Starlink, stoking competition fears for AT&T, Verizon, T-Mobile. Oppenheimer downgraded and Bernstein cut to Market Perform citing Starlink competition, softer pricing and Q4 headwinds, despite AT&T beating estimates and raising outlook Oct 21. Catalyst is substantive competitive threat but speculative long-term impact on $1.6T broadband market. Passes filters: price $20.93 >=5, market cap $141.03B >=1B, avg daily traded value $1.19B >=20M. Reference price $21.075 is current Oct 26 intraday from Finnhub, slightly above close, fresh. Risk: oversold RSI 31, dividend yield 5.3% may attract buyers. Thesis continuation down as SpaceX overhang persists into next session.
PANW
Top 5 S&P 500 gainer Oct 23, closed at $379.14 up 6.82% vs prior $354.92, or $380.55 up 7.22% per TradingKey, on cybersecurity bid alongside CRWD. Catalyst is two critical PHP vulnerabilities plus platformization strategy, next-generation security ARR growth and Chronosphere and CyberArk acquisitions driving 106.6% YTD gain. Source GlobalBanking notes PANW 379.14 +6.82% last traded Oct 23. Catalyst is substantive: real security demand shift toward AI security, not pure momentum. Passes filters: price $380.55 >=5, market cap $311.41B >=1B, avg daily traded value $1.83B >=20M. Reference price $383.36 is latest Oct 26 intraday from Finnhub, slightly above close, fresh. Risk: valuation 947x P/E, 52-week high $432.33, pullback risk if tech rotates. Thesis continuation up as cyber remains defensive bid with oil spike.
Other models on the same run
| Model | Picks | Average directional return | Directions called correctly |
|---|---|---|---|
| Gemini 2.5 Pro | T, FICO, MRNA, AWK, NUE | -2.89% | 20% |
| Perplexity | SLB, LKQ, CCI, CRWD, PANW | +1.78% | 80% |
| Grok 4.7 | LKQ, CORT, RHI, BE, CCI | -2.26% | 40% |
| Claude Sonnet 5.5 | RHI, T, BE, FIX, CCI | +1.95% | 60% |
| DeepSeek | RHI, CORT, LKQ, CCI, CRWD | -1.41% | 40% |
Written up on ForecastNest Insights: Extreme Movers: Muse Spark 1.1's picks for 2026-10-26.
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