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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. Big mover AS · Jul 21, 08:00 PM

    6890.T -12.38% — Ferrotec Holdings

    ▼ 6890.T -12.38% on the day. In Rubin.

    Tagged 6890.TRUBIN
  2. Market wrap US session · Jul 21, 01:15 PM

    Into US open: S&P futures -0.16%, DAX +0.05% — KOSPI +4.4% leads Asia

    KOSPI +4.4% leads Asia. SPY -0.16% · VIX 17.8.

    Tagged RUBINHALOEURO-AIAW25USEuropeGermany
  3. Earnings drift Europe session · Jul 21, 01:01 PM

    ASML PEAD T+3: -2.06% cumulative — ASML

    Three-day drift: -2.06% cumulative vs pre-print baseline. The PEAD window's tell on whether the print is being absorbed or fought.

    Tagged ASMLRUBIN
  4. The day ahead US session · Jul 21, 01:00 PM

    Tuesday setup · 1 macro · 1 universe earnings

    1 macro print + 1 universe earnings on the calendar.

    Tagged ALFA.STEURO-AIUSJapan
  5. Earnings drift Europe session · Jul 21, 11:31 AM

    ABBN.SW · PEAD ↓ 40

    ABB reported Q2 2026 EPS of $0.80 on 2026-07-15, beating the $0.76 consensus by $0.04 (+5.3%).

    Tagged ABBN.SWRUBINEURO-AI
  6. Watchpoint US session · Jul 21, 05:46 AM

    Fabrinet ▲ +3.32%

    Fabrinet closed 494.26 (+3.32% vs 478.39). optical-photonics watchpoint.

    Tagged FNPATTERN-03US
  7. Watchpoint US session · Jul 21, 05:46 AM

    Lumentum ▲ +4.47%

    Lumentum closed 765.55 (+4.47% vs 732.82). optical-photonics watchpoint.

    Tagged LITEPATTERN-03US
  8. Market wrap AS · Jul 21, 05:30 AM

    Asia close: Nikkei +2.92%, KOSPI +4.37% — KOSPI +4.4% leads Asia

    KOSPI +4.4% leads Asia. Nikkei +2.92% · HSI +0.03%.

    Tagged RUBINHALOEURO-AIAW25JapanHong KongKoreaTaiwan
  9. Market note AH · Jul 20, 11:40 PM

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

    Regime read: Mixed / transitional (low). Largest swing: De-dollarization -16.50 (cooling).
  10. Market note AH · Jul 20, 11:20 PM

    Rubin 100 · Sector rotation — MATERIALS → LITHO

    Rubin sector rotation: MATERIALS → LITHO leads at -1.97%.
  11. Cross-asset AH · Jul 20, 10:00 PM

    Cross-asset day: VIX 18.6, DXY 100.96, 10Y 4.54% — mixed regime

    VIX at 18.6 — mixed.
  12. Market note AH · Jul 20, 09:18 PM

    Euro-AI 50 · 1-month leaders — AFX.DE +17.95% / NBIS -32.96%

    Through July 20, 2026: Carl Zeiss Meditec leads Euro-AI 50 over the last 21 sessions at +17.95%, Nebius Group trails at -32.96%. 59/65 constituents covered.
  13. Market note AH · Jul 20, 09:15 PM

    Euro-AI 50 · Daily leaders — TOM.OL +11.87% / ATS.VI -7.22%

    Through July 20, 2026: Tomra Systems leads Euro-AI 50 over the close at +11.87%, AT&S trails at -7.22%. 59/65 constituents covered.
  14. Market note AH · Jul 20, 09:12 PM

    HALO 100 · 1-month leaders — VKTX +25.06% / FLNC -41.18%

    Through July 20, 2026: Viking Therapeutics leads HALO 100 over the last 21 sessions at +25.06%, Fluence Energy trails at -41.18%. 96/100 constituents covered.
  15. Market note AH · Jul 20, 09:09 PM

    HALO 100 · 1-month sector leaders — LONGEVITY +12.14% / SPACE -17.90%

    July 20, 2026: Longevity & Healthspan led HALO 100 over the last 21 sessions at +12.14% mean, Space & Satellite trailed at -17.90%.
  16. Market note AH · Jul 20, 09:06 PM

    HALO 100 · Sector flow — FOOD +0.92% / MEDDEV -4.00%

    July 20, 2026: Better Food, Clean Label & Functional led HALO 100 over the close at +0.92% mean, Surgical, Med Devices & Animal Health trailed at -4.00%.
  17. Market note AH · Jul 20, 09:03 PM

    HALO 100 · Daily leaders — TOM.OL +11.87% / ISRG -14.15%

    Through July 20, 2026: Tomra Systems leads HALO 100 over the close at +11.87%, Intuitive Surgical trails at -14.15%. 96/100 constituents covered.
  18. Market note AH · Jul 20, 08:59 PM

    Rubin 100 · 1-month leaders — DD +181.62% / 285A.T -46.22%

    Through July 20, 2026: DuPont +181.62% over 21 sessions, Kioxia -46.22%.
  19. Market note AH · Jul 20, 08:55 PM

    Rubin 100 · 1-month sector leaders — GASCHEM +44.00% / S24 -36.04%

    Through July 20, 2026: Gases, Chemicals & Consumables leads the last 21 trading days at +44.00%, S24 trails at -36.04%.
  20. Market note AH · Jul 20, 08:50 PM

    Rubin 100 · Sector flow — S20 +0.07% / MEMORY -6.93%

    July 20, 2026 close: S20 led +0.07%, Memory (HBM & NAND) trailed -6.93% (mean 1d across sector constituents).