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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

AI-generated — produced automatically by Closelook’s systems under this site’s editorial policy.

  1. Market note AH · Aug 4, 11:40 PM

    Money Temperature · Risk-on rally — 1 heating / 3 cooling

    Regime read: Risk-on rally (high). Largest swing: Duration Rotation -49.00 (cooling).
  2. Cross-asset AH · Aug 4, 10:00 PM

    Cross-asset day: VIX 16.5, DXY 99.86, 10Y 4.69% — risk-on regime

    VIX at 16.5 — risk-on.
  3. Earnings drift AH · Aug 4, 09:32 PM

    MPWR · PEAD → 0

    Monolithic Power Systems reported Q2 2026 EPS of $5.41 on 2026-07-30, beating the $4.84 consensus by $0.57 (+11.8%).

    Tagged MPWRRUBINUS
  4. Earnings drift AH · Aug 4, 09:31 PM

    ILMN · PEAD → 0

    Illumina reported Q2 2026 EPS of $1.31 on 2026-07-30, beating the $1.23 consensus by $0.08 (+6.5%); no prior-year comparable available in the current feed.

    Tagged ILMNHALOUS
  5. Earnings drift AH · Aug 4, 09:31 PM

    IFCN.SW · PEAD ↑ 100

    INFICON reported Q2 2026 EPS of CHF 1.33 on 2026-07-30, beating the CHF 1.02 consensus by CHF 0.31 (+30.4%).

    Tagged IFCN.SW000660.KS005930.KS042700.KS0522.HK2308.TW2317.TW2382.TW2802.T285A.T3037.TW3436.TRUBIN
  6. Earnings drift AH · Aug 4, 09:31 PM

    FSLR · PEAD ↑ 100

    First Solar reported Q2 2026 EPS of $3.92 on 2026-07-30, beating the $2.74 consensus by $1.18 (+43.1%).

    Tagged FSLRARRYHALOUS
  7. Market note AH · Aug 4, 09:18 PM

    Euro-AI 50 · 1-month leaders — WKL.AS +20.83% / ATS.VI -31.56%

    Through August 4, 2026: Wolters Kluwer leads Euro-AI 50 over the last 21 sessions at +20.83%, AT&S trails at -31.56%. 59/65 constituents covered.
  8. Market note AH · Aug 4, 09:15 PM

    Euro-AI 50 · Daily leaders — NBIS +11.64% / KTN.VI -6.12%

    Through August 4, 2026: Nebius Group leads Euro-AI 50 over the close at +11.64%, Kontron AG trails at -6.12%. 59/65 constituents covered.
  9. Market note AH · Aug 4, 09:12 PM

    HALO 100 · 1-month leaders — DXCM +22.54% / RKLB -29.89%

    Through August 4, 2026: Dexcom leads HALO 100 over the last 21 sessions at +22.54%, Rocket Lab trails at -29.89%. 95/100 constituents covered.
  10. Market note AH · Aug 4, 09:09 PM

    HALO 100 · 1-month sector leaders — PAYMENTS +4.61% / SPACE -19.41%

    August 4, 2026: Payments & Financial Infrastructure led HALO 100 over the last 21 sessions at +4.61% mean, Space & Satellite trailed at -19.41%.
  11. Market note AH · Aug 4, 09:06 PM

    HALO 100 · Sector flow — DEFENSE +6.54% / LONGEVITY -0.16%

    August 4, 2026: Autonomous Defense & Drones led HALO 100 over the close at +6.54% mean, Longevity & Healthspan trailed at -0.16%.
  12. Market note AH · Aug 4, 09:03 PM

    HALO 100 · Daily leaders — DRO.AX +16.64% / IVN.TO -4.73%

    Through August 4, 2026: DroneShield leads HALO 100 over the close at +16.64%, Ivanhoe Mines trails at -4.73%. 95/100 constituents covered.
  13. Earnings drift AH · Aug 4, 09:02 PM

    EME · PEAD ↑ 100

    EMCOR Group reported Q2 2026 EPS of $9.06 on 2026-07-30, beating the $7.23 consensus by $1.83 (+25.3%).

    Tagged EMERUBINUS
  14. Earnings drift AH · Aug 4, 09:02 PM

    DXCM · PEAD ↑ 80

    Dexcom reported Q2 2026 EPS of $0.70 on 2026-07-30, beating the $0.61 consensus by $0.09 (+14.8%).

    Tagged DXCMHALOUS
  15. Earnings drift AH · Aug 4, 09:01 PM

    COHU · PEAD ↑ 100

    Cohu reported Q2 2026 EPS of $0.13 on 2026-07-30, beating the $0.04 consensus by $0.09 (+225%).

    Tagged COHURUBINUS
  16. Earnings drift AH · Aug 4, 09:01 PM

    CAP.PA · PEAD ↓ 35

    Capgemini reported Q2 2026 results on 2026-07-30; no EPS actuals are yet available in our data feed.

    Tagged CAP.PAABBN.SWASML.ASASM.ASARMAIXA.DEBESI.ASEURO-AIEuropeFrance
  17. Market note AH · Aug 4, 08:59 PM

    Rubin 100 · 1-month leaders — AEHR +31.09% / 285A.T -35.54%

    Through August 4, 2026: Aehr Test Systems +31.09% over 21 sessions, Kioxia -35.54%.
  18. Market note AH · Aug 4, 08:55 PM

    Rubin 100 · 1-month sector leaders — S19 +6.13% / SUBSTRATE -22.73%

    Through August 4, 2026: S19 leads the last 21 trading days at +6.13%, Substrates & Interposers trails at -22.73%.
  19. Market note AH · Aug 4, 08:50 PM

    Rubin 100 · Sector flow — INTERCON +5.46% / MEMORY -5.59%

    August 4, 2026 close: High-Speed Interconnects led +5.46%, Memory (HBM & NAND) trailed -5.59% (mean 1d across sector constituents).
  20. Market note AH · Aug 4, 08:45 PM

    Rubin 100 · Daily leaders — AAOI +16.85% / 000660.KS -8.79%

    August 4, 2026 close: Applied Optoelectronics leads +16.85%, SK hynix trails -8.79%. 125/125 constituents covered.