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Tape.

Price-action news for the names we cover, surfaced from the noise. Not what CNBC leads with; not what's buried at the bottom of the Bloomberg wire. The thread that moves our universe.

Methodology

  1. Watchpoint AS · Jul 23, 05:47 AM

    🇹🇼 Taiwan Export Orders 59.4 ▲

    Taiwan Export Orders: 59.4 vs prior 47.2 (up vs prior).

  2. Economic data AS · Jul 23, 05:46 AM

    🇯🇵 JP Trade Balance -406.9 ¥B ▼

    JP Trade Balance -406.9 ¥B (vs prior, down).

  3. Market wrap AS · Jul 23, 05:30 AM

    Asia close: Nikkei +0.67%, KOSPI +3.77% — KOSPI +3.8% leads Asia

    KOSPI +3.8% leads Asia. Nikkei +0.67% · HSI +1.34%.

  4. Market note AH · Jul 22, 11:40 PM

    Money Temperature · Mixed / transitional — 1 heating / 3 cooling

    Regime read: Mixed / transitional (low). Largest swing: De-dollarization -34.00 (cooling).

  5. Market note AH · Jul 22, 11:20 PM

    Rubin 100 · Sector rotation — S24 → TESTMET

    Rubin sector rotation: S24 → TESTMET leads at 0.17%.

  6. Cross-asset AH · Jul 22, 10:00 PM

    Cross-asset day: VIX 16.6, DXY 101.11, 10Y 4.63% — risk-on regime

    VIX at 16.6 — risk-on.

  7. Market note AH · Jul 22, 09:18 PM

    Euro-AI 50 · 1-month leaders — PATH +17.23% / ARM -34.07%

    Through July 22, 2026: UiPath leads Euro-AI 50 over the last 21 sessions at +17.23%, ARM Holdings trails at -34.07%. 61/65 constituents covered.

  8. Market note AH · Jul 22, 09:15 PM

    Euro-AI 50 · Daily leaders — NBIS +18.78% / WKL.AS -5.03%

    Through July 22, 2026: Nebius Group leads Euro-AI 50 over the close at +18.78%, Wolters Kluwer trails at -5.03%. 61/65 constituents covered.

  9. Market note AH · Jul 22, 09:12 PM

    HALO 100 · 1-month leaders — VKTX +24.92% / FLNC -38.39%

    Through July 22, 2026: Viking Therapeutics leads HALO 100 over the last 21 sessions at +24.92%, Fluence Energy trails at -38.39%. 97/100 constituents covered.

  10. Market note AH · Jul 22, 09:09 PM

    HALO 100 · 1-month sector leaders — LONGEVITY +11.61% / ENERGY -18.26%

    July 22, 2026: Longevity & Healthspan led HALO 100 over the last 21 sessions at +11.61% mean, Energy Transition & Clean Power trailed at -18.26%.

  11. Market note AH · Jul 22, 09:06 PM

    HALO 100 · Sector flow — NUCLEAR +2.86% / MEDDEV -2.08%

    July 22, 2026: Nuclear & Uranium led HALO 100 over the close at +2.86% mean, Surgical, Med Devices & Animal Health trailed at -2.08%.

  12. Market note AH · Jul 22, 09:03 PM

    HALO 100 · Daily leaders — RCAT +10.70% / SRT.DE -7.59%

    Through July 22, 2026: Red Cat Holdings leads HALO 100 over the close at +10.70%, Sartorius trails at -7.59%. 97/100 constituents covered.

  13. Earnings drift AH · Jul 22, 09:01 PM

    YAR.OL · PEAD → 30

    Yara International reported Q2 2026 EPS of 16.14 on 2026-07-17, missing the 24.49 consensus by 34.1%.

  14. Earnings drift AH · Jul 22, 09:01 PM

    TOM.OL · PEAD ↑ 25

    Tomra Systems reported Q2 2026 EPS of NOK 0.10 on 2026-07-17, beating the NOK 0.09 consensus by NOK 0.01 (+11.1%).

  15. Market note AH · Jul 22, 08:59 PM

    Rubin 100 · 1-month leaders — DD +190.90% / 285A.T -43.78%

    Through July 22, 2026: DuPont +190.90% over 21 sessions, Kioxia -43.78%.

  16. Market note AH · Jul 22, 08:55 PM

    Rubin 100 · 1-month sector leaders — GASCHEM +46.69% / S24 -32.51%

    Through July 22, 2026: Gases, Chemicals & Consumables leads the last 21 trading days at +46.69%, S24 trails at -32.51%.

  17. Market note AH · Jul 22, 08:50 PM

    Rubin 100 · Sector flow — S24 +14.65% / GASCHEM +0.33%

    July 22, 2026 close: S24 led +14.65%, Gases, Chemicals & Consumables trailed +0.33% (mean 1d across sector constituents).

  18. Market note AH · Jul 22, 08:45 PM

    Rubin 100 · Daily leaders — AEHR +27.86% / 6488.TW -4.74%

    July 22, 2026 close: Aehr Test Systems leads +27.86%, GlobalWafers trails -4.74%. 125/125 constituents covered.

  19. Earnings drift US session · Jul 22, 08:32 PM

    SAAB-B.ST · PEAD ↑ 100

    Saab AB reported Q2 2026 EPS of 3.96 on 2026-07-17, beating the consensus of 3.36 by 0.60 (+17.9%).

  20. Earnings drift US session · Jul 22, 08:31 PM

    MTRS.ST · PEAD ↑ 100

    Munters Group reported Q2 2026 EPS of SEK 0.92 on 2026-07-17, missing the SEK 1.38 consensus by 33.5%; no prior-year comparable is available in our feed.