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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

  1. Cross-asset AH · Jul 27, 10:00 PM

    Cross-asset day: VIX 18.7, DXY 101.51, 10Y 4.68% — mixed regime

    VIX at 18.7 — mixed.

  2. Earnings drift AH · Jul 27, 09:31 PM

    TXN · PEAD → 9

    Texas Instruments reported Q2 2026 EPS of $2.14 on 2026-07-22, beating the $1.91 consensus by $0.23 (+12.0%).

    Tagged TXNRUBINNASDAQUS
  3. Earnings drift AH · Jul 27, 09:31 PM

    TSLA · PEAD ↓ 100

    Tesla reported Q2 2026 EPS of $0.04 on 2026-07-22, missing the $0.32 consensus by $0.28 (−87.5%).

    Tagged TSLAAAPLAMDAVGOAMATCDNSNASDAQUS
  4. Earnings drift AH · Jul 27, 09:31 PM

    TIETO.HE · PEAD ↑ 47

    Tietoevry reported Q2 2026 EPS of €0.32 on 2026-07-22, missing the €0.35 consensus by €0.03 (-8.6%).

  5. Earnings drift AH · Jul 27, 09:30 PM

    TEMN.SW · PEAD → 1

    Temenos reported Q2 2026 EPS of 1.31 on 2026-07-22, beating the 1.29 consensus by 0.02 (+1.6%).

  6. Market note AH · Jul 27, 09:18 PM

    Euro-AI 50 · 1-month leaders — HAG.DE +24.03% / NBIS -27.69%

    Through July 27, 2026: Hensoldt leads Euro-AI 50 over the last 21 sessions at +24.03%, Nebius Group trails at -27.69%. 61/65 constituents covered.

  7. Market note AH · Jul 27, 09:15 PM

    Euro-AI 50 · Daily leaders — DSY.PA +9.56% / NBIS -15.02%

    Through July 27, 2026: Dassault Systèmes leads Euro-AI 50 over the close at +9.56%, Nebius Group trails at -15.02%. 61/65 constituents covered.

  8. Market note AH · Jul 27, 09:12 PM

    HALO 100 · 1-month leaders — HAG.DE +24.03% / FLNC -31.95%

    Through July 27, 2026: Hensoldt leads HALO 100 over the last 21 sessions at +24.03%, Fluence Energy trails at -31.95%. 94/100 constituents covered.

  9. Market note AH · Jul 27, 09:09 PM

    HALO 100 · 1-month sector leaders — PAYMENTS +7.15% / ENERGY -18.38%

    July 27, 2026: Payments & Financial Infrastructure led HALO 100 over the last 21 sessions at +7.15% mean, Energy Transition & Clean Power trailed at -18.38%.

  10. Market note AH · Jul 27, 09:06 PM

    HALO 100 · Sector flow — GRID +1.44% / ENERGY -4.34%

    July 27, 2026: Grid, Industrial & Specialty Materials led HALO 100 over the close at +1.44% mean, Energy Transition & Clean Power trailed at -4.34%.

  11. Market note AH · Jul 27, 09:03 PM

    HALO 100 · Daily leaders — PCAR +4.79% / RKLB -8.69%

    Through July 27, 2026: PACCAR leads HALO 100 over the close at +4.79%, Rocket Lab trails at -8.69%. 94/100 constituents covered.

  12. Earnings drift AH · Jul 27, 09:01 PM

    TDY · PEAD → 34

    Teledyne Technologies reported Q2 2026 EPS of $6.28 on 2026-07-22, beating the $5.78 consensus by $0.50 (+8.65%).

  13. Earnings drift AH · Jul 27, 09:01 PM

    NOW · PEAD ↑ 27

    ServiceNow reported Q2 2026 EPS of $0.31 on 2026-07-22, missing the $0.40 consensus by $0.09 (–22.5%).

    Tagged NOWADBEAAPLAW25NASDAQUS
  14. Earnings drift AH · Jul 27, 09:01 PM

    IRDM · PEAD → 30

    Iridium reported Q2 2026 EPS of $0.19 on 2026-07-22, missing the $0.26 consensus by $0.07 (-26.9%).

  15. Earnings drift AH · Jul 27, 09:00 PM

    IBM · PEAD ↑ 20

    IBM reported Q2 2026 EPS of $2.93 on 2026-07-22, exactly matching the $2.93 consensus (0% beat/miss); year-over-year comparison is not available in the current data feed.

    Tagged IBMAMATAMDAVGOCDNSNASDAQUS
  16. Market note AH · Jul 27, 08:59 PM

    Rubin 100 · 1-month leaders — 7751.T +8.46% / BE -43.32%

    Through July 27, 2026: Canon +8.46% over 21 sessions, Bloom Energy -43.32%.

  17. Market note AH · Jul 27, 08:55 PM

    Rubin 100 · 1-month sector leaders — GASCHEM -1.19% / S24 -27.89%

    Through July 27, 2026: Gases, Chemicals & Consumables leads the last 21 trading days at -1.19%, S24 trails at -27.89%.

  18. Market note AH · Jul 27, 08:50 PM

    Rubin 100 · Sector flow — GASCHEM +0.45% / S24 -9.06%

    July 27, 2026 close: Gases, Chemicals & Consumables led +0.45%, S24 trailed -9.06% (mean 1d across sector constituents).

  19. Market note AH · Jul 27, 08:45 PM

    Rubin 100 · Daily leaders — LPK.DE +2.23% / BE -14.91%

    July 27, 2026 close: LPKF Laser & Electronics leads +2.23%, Bloom Energy trails -14.91%. 125/125 constituents covered.

  20. Earnings drift US session · Jul 27, 08:31 PM

    GOOGL · PEAD ↓ 27

    Alphabet reported Q2 2026 EPS of $9.11 on 2026-07-22, beating the $2.88 consensus by $6.23 (+216.3%).

    Tagged GOOGLAAPLADBEAW25NASDAQUS