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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. Weekly recap AH · Jul 11, 06:00 PM

    Week of Jul 5–Jul 11 · Money Temp Risk-on rally

    AVAV -24.3% leads the week. 1 earnings · 1 macro · Temp 57/100.

    Tagged AVAVRKLBMDA.TOGUCHPE6506.THALORUBINAW25US
  2. Market note AH · Jul 9, 11:40 PM

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

    Regime read: Mixed / transitional (low). Largest swing: Duration Rotation -36.00 (cooling).
  3. Market note AH · Jul 9, 11:20 PM

    Rubin 100 · Sector rotation — GASCHEM → S19

    Rubin sector rotation: GASCHEM → S19 leads at -1.42%.
  4. Cross-asset AH · Jul 9, 10:00 PM

    Cross-asset day: VIX 15.8, DXY 100.94, 10Y 4.57% — risk-on regime

    VIX at 15.8 — risk-on.
  5. Market note AH · Jul 9, 09:18 PM

    Euro-AI 50 · 1-month leaders — ATS.VI +31.59% / MTRS.ST -24.42%

    Through July 9, 2026: AT&S leads Euro-AI 50 over the last 21 sessions at +31.59%, Munters Group trails at -24.42%. 56/65 constituents covered.
  6. Market note AH · Jul 9, 09:15 PM

    Euro-AI 50 · Daily leaders — NBIS +10.91% / OVH.PA -9.86%

    Through July 9, 2026: Nebius Group leads Euro-AI 50 over the close at +10.91%, OVHcloud trails at -9.86%. 56/65 constituents covered.
  7. Market note AH · Jul 9, 09:12 PM

    HALO 100 · 1-month leaders — ELF +49.59% / FLNC -33.04%

    Through July 9, 2026: e.l.f. Beauty leads HALO 100 over the last 21 sessions at +49.59%, Fluence Energy trails at -33.04%. 94/100 constituents covered.
  8. Market note AH · Jul 9, 09:09 PM

    HALO 100 · 1-month sector leaders — LONGEVITY +14.76% / ENERGY -17.24%

    July 9, 2026: Longevity & Healthspan led HALO 100 over the last 21 sessions at +14.76% mean, Energy Transition & Clean Power trailed at -17.24%.
  9. Market note AH · Jul 9, 09:06 PM

    HALO 100 · Sector flow — CIRCULAR +0.09% / DEFENSE -3.30%

    July 9, 2026: Circular Economy & Resource Security led HALO 100 over the close at +0.09% mean, Autonomous Defense & Drones trailed at -3.30%.
  10. Market note AH · Jul 9, 09:03 PM

    HALO 100 · Daily leaders — MP +4.97% / 012450.KS -11.41%

    Through July 9, 2026: MP Materials leads HALO 100 over the close at +4.97%, Hanwha Aerospace trails at -11.41%. 94/100 constituents covered.
  11. Market note AH · Jul 9, 08:59 PM

    Rubin 100 · 1-month leaders — DD +192.36% / AAOI -35.34%

    Through July 9, 2026: DuPont +192.36% over 21 sessions, Applied Optoelectronics -35.34%.
  12. Market note AH · Jul 9, 08:55 PM

    Rubin 100 · 1-month sector leaders — GASCHEM +54.81% / S21 -10.95%

    Through July 9, 2026: Gases, Chemicals & Consumables leads the last 21 trading days at +54.81%, S21 trails at -10.95%.
  13. Market note AH · Jul 9, 08:50 PM

    Rubin 100 · Sector flow — S24 +3.15% / MEMORY -3.61%

    July 9, 2026 close: S24 led +3.15%, Memory (HBM & NAND) trailed -3.61% (mean 1d across sector constituents).
  14. Market note AH · Jul 9, 08:45 PM

    Rubin 100 · Daily leaders — 0992.HK +6.90% / TPRO.MI -6.29%

    July 9, 2026 close: Lenovo Group leads +6.90%, Technoprobe trails -6.29%. 125/125 constituents covered.
  15. Earnings reaction AH · Jul 9, 08:30 PM

    0 universe earnings · July 9, 2026

    No universe earnings reports today — light session.
  16. Market wrap AH · Jul 9, 08:15 PM

    US close: S&P +0.85%, NDX +1.21% — Nikkei +1.6% leads Asia

    Nikkei +1.6% leads Asia. S&P +0.85% · NDX +1.21%.

    Tagged RUBINHALOEURO-AIAW25US
  17. Market wrap US session · Jul 9, 01:15 PM

    Into US open: S&P futures -0.31%, DAX +0.32% — Nikkei +1.6% leads Asia

    Nikkei +1.6% leads Asia. SPY -0.31% · VIX 16.9.

    Tagged RUBINHALOEURO-AIAW25USEuropeGermany
  18. The day ahead US session · Jul 9, 01:00 PM

    Thursday setup · 1 macro · 0 universe earnings

    1 Tier-1 macro print scheduled today. Light earnings.

    Tagged US
  19. Economic data US session · Jul 9, 12:31 PM

    🇺🇸 ISM Services PMI 54 pts =

    ISM Services PMI 54 pts (vs prior, down).

    Tagged US
  20. Watchpoint US session · Jul 9, 05:47 AM

    Western Digital ▲ +3.42%

    Western Digital closed 550.30 (+3.42% vs 532.10). storage watchpoint.

    Tagged WDCPATTERN-03US