2 names are moving together; 0% are participating in the current session.
Observed intraday paths are not available for this group yet.
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| NTAP | NetApp, Inc. | Technology | -7.1% | Most structurally connected |
| DELL | Dell Technologies Inc. | Technology | -10.0% | Group member |
Cohort
2 namesParticipation
0% this sessionObserved history
1 daily buildsFiling coverage
2/2 membersdemand / volume affecting revenue
“These factors, along with other considerations discussed in this Annual Report on Form 10-K, could lead to a decline in customer demand for our products and services, resulting in decreased revenue on a year-over-year basis, as seen in fiscal 2024.”
NTAP 10-K
credit / rates affecting interest expense
“Interest expense increased in fiscal 2026 compared to fiscal 2025 due to a higher average outstanding aggregate principal amount of Senior Notes, with a higher average coupon rate.”
NTAP 10-K
product pipeline / R&D affecting expense
“The decrease in research and development expenses in fiscal 2026 compared to fiscal 2025 was primarily attributable to lower compensation costs and lower spend on engineering projects.”
NTAP 10-K
Data Infrastructure Solutions can stay leader-led if secondary names fail to join while NTAP keeps moving.
No high-confidence filing-linked non-members are available for this group yet.
Historical cohort observations are not available yet.