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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. AH May 20, 11:20 PM

    Rubin 100 · Sector rotation — THERMAL → POWERSEMI

    Rubin sector rotation: THERMAL → POWERSEMI leads at -0.39%.
  2. AH May 20, 11:00 PM

    AMAT PEAD reversal: T+3 ↓SHORT faded — T+5 closes -1.42%

    T+3 said ↓SHORT at -4.11% CAR; T+5 reverses to -1.42%. The market re-priced the print.

    AMATRUBINNASDAQPEADPEAD-CONFIRMATIONREVERSAL-CONFIRMATION
  3. AH May 20, 10:00 PM

    Cross-asset day: VIX 17.4, DXY 99.13, 10Y 4.67% — risk-on regime

    VIX at 17.4 — risk-on.

    CROSS-ASSETCROSS-ASSETRATESFXCOMMODITIESCRYPTO
  4. AH May 20, 09:24 PM

    AW25 · Relative strength — SHOP 2.01 / FSLY -0.57

    May 20, 2026: SHOP tops the AW25 relative-strength ranking at 2.01, FSLY sits at -0.57 (measured over the last 32 selloff sessions).
  5. AH May 20, 09:24 PM

    AW25 · Temperature leaders — AAPL 73 / PLTR 33

    May 20, 2026: AAPL tops the AW25 temperature ranking at 73, PLTR sits at 33. Composite of position, momentum, volume, volatility, fragility.
  6. AH May 20, 09:18 PM

    Euro-AI 50 · 1-month leaders — SMHN.DE +28.57% / CEVI.ST -22.18%

    Through May 20, 2026: SUSS MicroTec leads Euro-AI 50 over the last 21 sessions at +28.57%, CellaVision trails at -22.18%. 56/65 constituents covered.
  7. AH May 20, 09:15 PM

    Euro-AI 50 · Daily leaders — CAP.PA +8.85% / LR.PA -5.64%

    Through May 20, 2026: Capgemini leads Euro-AI 50 over the close at +8.85%, Legrand trails at -5.64%. 56/65 constituents covered.
  8. AH May 20, 09:12 PM

    HALO 100 · 1-month leaders — RKLB +42.31% / BRBR -46.06%

    Through May 20, 2026: Rocket Lab leads HALO 100 over the last 21 sessions at +42.31%, BellRing Brands trails at -46.06%. 95/100 constituents covered.
  9. AH May 20, 09:09 PM

    HALO 100 · 1-month sector leaders — ENERGY +21.83% / NUCLEAR -15.43%

    May 20, 2026: Energy Transition & Clean Power led HALO 100 over the last 21 sessions at +21.83% mean, Nuclear & Uranium trailed at -15.43%.
  10. AH May 20, 09:06 PM

    HALO 100 · Sector flow — MEDDEV +1.41% / ENERGY -4.91%

    May 20, 2026: Surgical, Med Devices & Animal Health led HALO 100 over the close at +1.41% mean, Energy Transition & Clean Power trailed at -4.91%.
  11. AH May 20, 09:03 PM

    HALO 100 · Daily leaders — HAG.DE +14.35% / UEC -9.77%

    Through May 20, 2026: Hensoldt leads HALO 100 over the close at +14.35%, Uranium Energy trails at -9.77%. 93/100 constituents covered.
  12. AH May 20, 08:59 PM

    Rubin 100 · 1-month leaders — INTC +68.65% / APH -21.99%

    Through May 20, 2026: Intel +68.65% over 21 sessions, Amphenol -21.99%.
  13. AH May 20, 08:55 PM

    Rubin 100 · 1-month sector leaders — MEMORY +46.18% / GRID -4.29%

    Through May 20, 2026: Memory (HBM & NAND) leads the last 21 trading days at +46.18%, Grid & Power Infrastructure trails at -4.29%.
  14. AH May 20, 08:50 PM

    Rubin 100 · Sector flow — INTERCON +0.85% / PACKAGING -4.62%

    May 20, 2026 close: High-Speed Interconnects led +0.85%, Advanced Packaging & Bonding trailed -4.62% (mean 1d across sector constituents).
  15. AH May 20, 08:45 PM

    Rubin 100 · Daily leaders — ALAB +13.30% / LPK.DE -10.55%

    May 20, 2026 close: Astera Labs leads +13.30%, LPKF Laser & Electronics trails -10.55%. 102/102 constituents covered.
  16. AH May 20, 08:30 PM

    6 universe earnings · May 20, 2026

    6 reports. 0 beats · 0 misses.

    ADIINTUNDSNNVDAPANWSNPSNASDAQRUBINEARNINGSEARNINGS-ROUNDUP
  17. US May 20, 01:00 PM

    Wednesday setup · 2 macro · 6 universe earnings

    2 macro prints + 6 universe earnings on the calendar.

    ADIINTUNDSNNVDAPANWSNPSNASDAQRUBINUSJPPREVIEW
  18. US May 20, 05:47 AM

    Vertiv ▼ -5.03%

    Vertiv closed 322.63 (-5.03% vs 339.73). power-cooling watchpoint.

    VRTPATTERN-03USWATCHPOINTPRICEPOWER-COOLING
  19. US May 20, 05:47 AM

    Fabrinet ▼ -3.21%

    Fabrinet closed 677.75 (-3.21% vs 700.26). optical-photonics watchpoint.

    FNPATTERN-03USWATCHPOINTPRICEOPTICAL
  20. AH May 19, 11:40 PM

    Money Temperature · Risk-on rally — 2 heating / 2 cooling

    Regime read: Risk-on rally (moderate). Largest swing: Duration Rotation -39.00 (cooling).