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Tape · Live

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. Market note AH · Jul 28, 11:40 PM

    Money Temperature · Mixed / transitional — 2 heating / 2 cooling

    Regime read: Mixed / transitional (low). Largest swing: De-dollarization -34.50 (cooling).
  2. Earnings drift AH · Jul 28, 11:00 PM

    ALFA.ST PEAD reversal: T+3 ↑LONG faded — T+5 closes +0.2%

    T+3 said ↑LONG at +3.62% CAR; T+5 reverses to +0.2%. The market re-priced the print.

    Tagged ALFA.STEURO-AI
  3. Cross-asset AH · Jul 28, 10:00 PM

    Cross-asset day: VIX 18.2, DXY 101.42, 10Y 4.64% — mixed regime

    VIX at 18.2 — mixed.
  4. Earnings drift AH · Jul 28, 09:32 PM

    STM · PEAD ↓ 100

    STMicroelectronics reported Q2 2026 EPS of $0.31 on 2026-07-23, beating the $0.26 consensus by $0.05 (+19.2%).

    Tagged STMRUBINEURO-AIUS
  5. Earnings drift AH · Jul 28, 09:32 PM

    SAP · PEAD ↑ 80

    SAP reported Q2 2026 EPS of €1.85 on 2026-07-23, missing the €2.00 consensus by €0.15 (-7.5%).

    Tagged SAPCRMADBEAAPLAMZNAPPAW25US
  6. Earnings drift AH · Jul 28, 09:32 PM

    NOK · PEAD ↓ 100

    Nokia reported Q2 2026 EPS of €0.08 on 2026-07-23, beating the €0.07 consensus by €0.01 (+14.3%); no prior-year EPS comparison is available in the current data feed.

    Tagged NOKRUBINUS
  7. Earnings drift AH · Jul 28, 09:31 PM

    INTC · PEAD ↓ 100

    Intel reported Q2 2026 EPS of $0.30 on 2026-07-23, beating the $0.10 consensus by $0.20 (+200%) — yet the market responded with sustained selling across the full three-day window.

    Tagged INTC000660.KS005930.KSRUBINNASDAQUS
  8. Market note AH · Jul 28, 09:18 PM

    Euro-AI 50 · 1-month leaders — SAAB-B.ST +23.31% / ATS.VI -29.09%

    Through July 28, 2026: Saab AB leads Euro-AI 50 over the last 21 sessions at +23.31%, AT&S trails at -29.09%. 61/65 constituents covered.
  9. Market note AH · Jul 28, 09:15 PM

    Euro-AI 50 · Daily leaders — PATH +13.92% / NBIS -14.97%

    Through July 28, 2026: UiPath leads Euro-AI 50 over the close at +13.92%, Nebius Group trails at -14.97%. 61/65 constituents covered.
  10. Market note AH · Jul 28, 09:12 PM

    HALO 100 · 1-month leaders — HAG.DE +31.06% / FLNC -30.29%

    Through July 28, 2026: Hensoldt leads HALO 100 over the last 21 sessions at +31.06%, Fluence Energy trails at -30.29%. 93/100 constituents covered.
  11. Market note AH · Jul 28, 09:09 PM

    HALO 100 · 1-month sector leaders — PAYMENTS +9.96% / ENERGY -17.10%

    July 28, 2026: Payments & Financial Infrastructure led HALO 100 over the last 21 sessions at +9.96% mean, Energy Transition & Clean Power trailed at -17.10%.
  12. Market note AH · Jul 28, 09:06 PM

    HALO 100 · Sector flow — FOOD +3.62% / GRID -0.42%

    July 28, 2026: Better Food, Clean Label & Functional led HALO 100 over the close at +3.62% mean, Grid, Industrial & Specialty Materials trailed at -0.42%.
  13. Market note AH · Jul 28, 09:03 PM

    HALO 100 · Daily leaders — ELF +8.60% / DRO.AX -13.22%

    Through July 28, 2026: e.l.f. Beauty leads HALO 100 over the close at +8.60%, DroneShield trails at -13.22%. 93/100 constituents covered.
  14. Earnings drift AH · Jul 28, 09:02 PM

    HO.PA · PEAD ↑ 100

    Thales reported Q2 2026 results on 2026-07-23; no EPS actuals are yet in our feed.

    Tagged HO.PAABBN.SWAIR.PAASML.ASEURO-AIEuropeFrance
  15. Earnings drift AH · Jul 28, 09:02 PM

    GIVN.SW · PEAD → 0

    Givaudan reported Q2 2026 results on 2026-07-23; no EPS actuals are yet in our feed.

    Tagged GIVN.SWHALO
  16. Earnings drift AH · Jul 28, 09:02 PM

    FIX · PEAD ↓ 63

    Comfort Systems USA reported Q2 2026 EPS of $12.53 on 2026-07-23, beating the $10.38 consensus by $2.15 (+20.7%).

    Tagged FIXRUBINUS
  17. Earnings drift AH · Jul 28, 09:01 PM

    DASTY · PEAD ↑ 100

    Dassault Systèmes reported Q2 2026 EPS of $0.31 on 2026-07-23, beating the $0.29 consensus by $0.02 (+6.9%).

    Tagged DASTYADBECRMAW25US
  18. Market note AH · Jul 28, 08:59 PM

    Rubin 100 · 1-month leaders — 7751.T +5.17% / 285A.T -51.67%

    Through July 28, 2026: Canon +5.17% over 21 sessions, Kioxia -51.67%.
  19. Market note AH · Jul 28, 08:55 PM

    Rubin 100 · 1-month sector leaders — S19 -2.14% / S24 -41.07%

    Through July 28, 2026: S19 leads the last 21 trading days at -2.14%, S24 trails at -41.07%.
  20. Market note AH · Jul 28, 08:50 PM

    Rubin 100 · Sector flow — EDA +3.46% / S24 -11.19%

    July 28, 2026 close: EDA & Chip IP led +3.46%, S24 trailed -11.19% (mean 1d across sector constituents).