— C+

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 2, 11:40 PM

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

    Regime read: Risk-on rally (moderate). Largest swing: Duration Rotation -39.00 (cooling).
  2. Market note AH · Jul 2, 11:20 PM

    Rubin 100 · Sector rotation — GASCHEM → MATERIALS

    Rubin sector rotation: GASCHEM → MATERIALS leads at 7.82%.
  3. Cross-asset AH · Jul 2, 10:00 PM

    Cross-asset day: VIX 16.1, DXY 100.85, 10Y 4.47% — risk-on regime

    VIX at 16.1 — risk-on.
  4. Market note AH · Jul 2, 09:18 PM

    Euro-AI 50 · 1-month leaders — ATS.VI +29.69% / P4O.DE -28.18%

    Through July 2, 2026: AT&S leads Euro-AI 50 over the last 21 sessions at +29.69%, Plan Optik trails at -28.18%. 62/65 constituents covered.
  5. Market note AH · Jul 2, 09:15 PM

    Euro-AI 50 · Daily leaders — PATH +6.26% / NBIS -17.01%

    Through July 2, 2026: UiPath leads Euro-AI 50 over the close at +6.26%, Nebius Group trails at -17.01%. 62/65 constituents covered.
  6. Market note AH · Jul 2, 09:12 PM

    HALO 100 · 1-month leaders — BRBR +47.35% / FLNC -32.38%

    Through July 2, 2026: BellRing Brands leads HALO 100 over the last 21 sessions at +47.35%, Fluence Energy trails at -32.38%. 95/100 constituents covered.
  7. Market note AH · Jul 2, 09:09 PM

    HALO 100 · 1-month sector leaders — FOOD +22.21% / ENERGY -19.12%

    July 2, 2026: Better Food, Clean Label & Functional led HALO 100 over the last 21 sessions at +22.21% mean, Energy Transition & Clean Power trailed at -19.12%.
  8. Market note AH · Jul 2, 09:06 PM

    HALO 100 · Sector flow — DEFENSE +4.11% / ENERGY -2.29%

    July 2, 2026: Autonomous Defense & Drones led HALO 100 over the close at +4.11% mean, Energy Transition & Clean Power trailed at -2.29%.
  9. Market note AH · Jul 2, 09:03 PM

    HALO 100 · Daily leaders — 012450.KS +13.40% / FLNC -7.65%

    Through July 2, 2026: Hanwha Aerospace leads HALO 100 over the close at +13.40%, Fluence Energy trails at -7.65%. 95/100 constituents covered.
  10. Market note AH · Jul 2, 08:59 PM

    Rubin 100 · 1-month leaders — DD +190.96% / 5801.T -91.63%

    Through July 2, 2026: DuPont +190.96% over 21 sessions, Furukawa Electric -91.63%.
  11. Market note AH · Jul 2, 08:55 PM

    Rubin 100 · 1-month sector leaders — GASCHEM +53.86% / EDA -11.31%

    Through July 2, 2026: Gases, Chemicals & Consumables leads the last 21 trading days at +53.86%, EDA & Chip IP trails at -11.31%.
  12. Market note AH · Jul 2, 08:50 PM

    Rubin 100 · Sector flow — MATERIALS +4.92% / INTERCON -13.68%

    July 2, 2026 close: Advanced Materials led +4.92%, High-Speed Interconnects trailed -13.68% (mean 1d across sector constituents).
  13. Market note AH · Jul 2, 08:45 PM

    Rubin 100 · Daily leaders — 3436.T +17.37% / 5801.T -91.28%

    July 2, 2026 close: Sumco leads +17.37%, Furukawa Electric trails -91.28%. 125/125 constituents covered.
  14. Earnings drift US session · Jul 2, 08:31 PM

    AVAV · PEAD ↑ 100

    AeroVironment reported Q4 FY2026 EPS of $1.84 on 2026-06-29, beating the $1.53 consensus by $0.31 (+20.3%).

    Tagged AVAVAXONBWXTASTSHALOUS
  15. Earnings reaction AH · Jul 2, 08:30 PM

    0 universe earnings · July 2, 2026

    No universe earnings reports today — light session.
  16. Market wrap AH · Jul 2, 08:15 PM

    US close: S&P -0.67%, NDX -1.5% — KOSPI -5.5% drags Asia

    KOSPI -5.5% drags Asia. S&P -0.67% · NDX -1.5%.

    Tagged RUBINHALOEURO-AIAW25US
  17. Market wrap US session · Jul 2, 01:15 PM

    Into US open: S&P futures -0.14%, DAX +1.69% — KOSPI -5.5% drags Asia

    KOSPI -5.5% drags Asia. SPY -0.14% · VIX 16.5.

    Tagged RUBINHALOEURO-AIAW25USEuropeGermany
  18. The day ahead US session · Jul 2, 01:00 PM

    Thursday setup · 4 macro · 0 universe earnings

    4 Tier-1 macro prints scheduled today. Light earnings.

    Tagged US
  19. Economic data US session · Jul 2, 12:31 PM

    🇺🇸 ISM Mfg PMI 53.3 pts ▲

    ISM Mfg PMI 53.3 pts (vs prior, up).

    Tagged US
  20. Watchpoint US session · Jul 2, 05:48 AM

    Western Digital ▼ -6.32%

    Western Digital closed 598.37 (-6.32% vs 638.72). storage watchpoint.

    Tagged WDCPATTERN-03US