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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. Earnings reaction Europe session · Jul 30, 01:30 PM

    9 universe earnings BMO · July 30, 2026

    9 reports BMO session. 4 beats · 0 misses.

    Tagged 012450.KS4062.T8035.TALGMASXEMEPWRRACEREGNHALORUBIN
  2. Economic data US session · Jul 30, 01:16 PM

    Into US open: S&P futures -1.54%, DAX +0.13% — FOMC 3.75 %

    FOMC 3.75 %. SPY -1.54% · VIX 19.1.

    Tagged RUBINHALOEURO-AIAW25USEuropeGermany
  3. Earnings drift Europe session · Jul 30, 01:01 PM

    SAP T+5 absorption: +25.04% cumulative — SAP

    Five-session check: +25.04% cumulative. Does the print stick a week in, or has the market re-priced it back to neutral?

    Tagged SAPAW25
  4. The day ahead US session · Jul 30, 01:00 PM

    Thursday setup · 1 macro · 27 universe earnings

    1 macro print + 27 universe earnings on the calendar.

    Tagged 012450.KS4062.T8035.TAAPLALGMAMZNASXCAP.PACOHUDXCMHALORUBINAW25NASDAQEURO-AIUS
  5. Economic data US session · Jul 30, 12:31 PM

    🇺🇸 FOMC 3.75 % =

    FOMC 3.75 % (vs prior, flat).

    Tagged US
  6. Watchpoint US session · Jul 30, 05:47 AM

    KLA Corporation ▼ -10.80%

    KLA Corporation closed 170.19 (-10.80% vs 190.80). packaging watchpoint.

    Tagged KLACPATTERN-03US
  7. Watchpoint US session · Jul 30, 05:47 AM

    Onto Innovation ▼ -9.75%

    Onto Innovation closed 218.31 (-9.75% vs 241.89). packaging watchpoint.

    Tagged ONTOPATTERN-03US
  8. Watchpoint US session · Jul 30, 05:47 AM

    Amkor Technology ▼ -6.48%

    Amkor Technology closed 42.73 (-6.48% vs 45.69). packaging watchpoint.

    Tagged AMKRPATTERN-03US
  9. Watchpoint US session · Jul 30, 05:47 AM

    Cadence Design Systems ▼ -3.47%

    Cadence Design Systems closed 332.76 (-3.47% vs 344.72). eda watchpoint.

    Tagged CDNSPATTERN-03US
  10. Watchpoint US session · Jul 30, 05:47 AM

    Eaton ▼ -6.31%

    Eaton closed 361.88 (-6.31% vs 386.26). power-cooling watchpoint.

    Tagged ETNPATTERN-03US
  11. Watchpoint US session · Jul 30, 05:47 AM

    Vertiv ▼ -17.26%

    Vertiv closed 223.04 (-17.26% vs 269.56). power-cooling watchpoint.

    Tagged VRTPATTERN-03US
  12. Watchpoint US session · Jul 30, 05:47 AM

    Micron ▼ -9.94%

    Micron closed 739.00 (-9.94% vs 820.53). memory-hbm watchpoint.

    Tagged MUPATTERN-03US
  13. Watchpoint US session · Jul 30, 05:47 AM

    Fabrinet ▼ -7.83%

    Fabrinet closed 414.50 (-7.83% vs 449.72). optical-photonics watchpoint.

    Tagged FNPATTERN-03US
  14. Watchpoint US session · Jul 30, 05:47 AM

    Coherent ▼ -8.75%

    Coherent closed 222.05 (-8.75% vs 243.33). optical-photonics watchpoint.

    Tagged COHRPATTERN-03US
  15. Watchpoint US session · Jul 30, 05:47 AM

    Lumentum ▼ -7.61%

    Lumentum closed 602.35 (-7.61% vs 651.93). optical-photonics watchpoint.

    Tagged LITEPATTERN-03US
  16. Watchpoint US session · Jul 30, 05:47 AM

    USL (12-Month Crude Strip) ▲ +4.95%

    USL (12-Month Crude Strip) closed 50.75 (+4.95% vs 48.35). commodity watchpoint.

    Tagged USLUS
  17. Watchpoint US session · Jul 30, 05:47 AM

    TLT (20+ Year Treasuries) ▼ -1.65%

    TLT (20+ Year Treasuries) closed 82.85 (-1.65% vs 84.24). rates watchpoint.

    Tagged TLTUS
  18. Market wrap AS · Jul 30, 05:30 AM

    Asia close: Nikkei +0.65%, KOSPI -1.47% — KOSPI -1.5% drags Asia

    KOSPI -1.5% drags Asia. Nikkei +0.65% · HSI -0.03%.

    Tagged RUBINHALOEURO-AIAW25JapanHong KongKoreaTaiwan
  19. Market note AH · Jul 29, 11:40 PM

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

    Regime read: Mixed / transitional (low). Largest swing: De-dollarization -28.50 (cooling).
  20. Market note AH · Jul 29, 11:20 PM

    Rubin 100 · Sector rotation — S19 → GASCHEM

    Rubin sector rotation: S19 → GASCHEM leads at -1.49%.