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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 29, 11:40 PM

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

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

    Rubin 100 · Sector rotation — S19 → GASCHEM

    Rubin sector rotation: S19 → GASCHEM leads at -1.49%.
  3. Earnings drift AH · Jul 29, 11:00 PM

    CME PEAD continuation: T+3 ↑LONG confirmed at T+5 (CAR +14.34%)

    T+3 said ↑LONG at +8.76% CAR; T+5 extends to +14.34%. Drift survived the classical post-earnings window.

    Tagged CMEHALO
  4. Earnings drift AH · Jul 29, 11:00 PM

    GEV PEAD continuation: T+3 ↓SHORT confirmed at T+5 (CAR -14.03%)

    T+3 said ↓SHORT at -6.4% CAR; T+5 extends to -14.03%. Drift survived the classical post-earnings window.

    Tagged GEVRUBIN
  5. Earnings drift AH · Jul 29, 11:00 PM

    GOOGL PEAD reversal: T+3 ↓SHORT faded — T+5 closes -0.49%

    T+3 said ↓SHORT at -4.7% CAR; T+5 reverses to -0.49%. The market re-priced the print.

    Tagged GOOGLAW25NASDAQ
  6. Earnings drift AH · Jul 29, 11:00 PM

    IBM PEAD continuation: T+3 ↑LONG confirmed at T+5 (CAR +10.09%)

    T+3 said ↑LONG at +3.97% CAR; T+5 extends to +10.09%. Drift survived the classical post-earnings window.

    Tagged IBMNASDAQ
  7. Earnings drift AH · Jul 29, 11:00 PM

    NOW PEAD continuation: T+3 ↑LONG confirmed at T+5 (CAR +15.94%)

    T+3 said ↑LONG at +4.66% CAR; T+5 extends to +15.94%. Drift survived the classical post-earnings window.

    Tagged NOWAW25NASDAQ
  8. Earnings drift AH · Jul 29, 11:00 PM

    TIETO.HE PEAD continuation: T+3 ↑LONG confirmed at T+5 (CAR +10.55%)

    T+3 said ↑LONG at +3.21% CAR; T+5 extends to +10.55%. Drift survived the classical post-earnings window.

    Tagged TIETO.HEEURO-AI
  9. Earnings drift AH · Jul 29, 11:00 PM

    TSLA PEAD continuation: T+3 ↓SHORT confirmed at T+5 (CAR -18.76%)

    T+3 said ↓SHORT at -17.17% CAR; T+5 extends to -18.76%. Drift survived the classical post-earnings window.

    Tagged TSLANASDAQ
  10. Earnings drift AH · Jul 29, 11:00 PM

    VACN.SW PEAD continuation: T+3 ↓SHORT confirmed at T+5 (CAR -14.65%)

    T+3 said ↓SHORT at -9.91% CAR; T+5 extends to -14.65%. Drift survived the classical post-earnings window.

    Tagged VACN.SWRUBINEURO-AI
  11. Earnings drift AH · Jul 29, 11:00 PM

    VKTX PEAD continuation: T+3 ↓SHORT confirmed at T+5 (CAR -9.4%)

    T+3 said ↓SHORT at -6.89% CAR; T+5 extends to -9.4%. Drift survived the classical post-earnings window.

    Tagged VKTXHALO
  12. Cross-asset AH · Jul 29, 10:00 PM

    Cross-asset day: VIX 20.7, DXY 100.94, 10Y 4.60% — mixed regime

    VIX at 20.7 — mixed.
  13. Market note AH · Jul 29, 09:18 PM

    Euro-AI 50 · 1-month leaders — SAAB-B.ST +23.36% / ATS.VI -33.85%

    Through July 29, 2026: Saab AB leads Euro-AI 50 over the last 21 sessions at +23.36%, AT&S trails at -33.85%. 52/65 constituents covered.
  14. Market note AH · Jul 29, 09:15 PM

    Euro-AI 50 · Daily leaders — CAP.PA +6.92% / NBIS -9.68%

    Through July 29, 2026: Capgemini leads Euro-AI 50 over the close at +6.92%, Nebius Group trails at -9.68%. 52/65 constituents covered.
  15. Market note AH · Jul 29, 09:12 PM

    HALO 100 · 1-month leaders — HAG.DE +24.90% / FLNC -34.51%

    Through July 29, 2026: Hensoldt leads HALO 100 over the last 21 sessions at +24.90%, Fluence Energy trails at -34.51%. 89/100 constituents covered.
  16. Market note AH · Jul 29, 09:09 PM

    HALO 100 · 1-month sector leaders — PAYMENTS +9.72% / ENERGY -18.82%

    July 29, 2026: Payments & Financial Infrastructure led HALO 100 over the last 21 sessions at +9.72% mean, Energy Transition & Clean Power trailed at -18.82%.
  17. Market note AH · Jul 29, 09:06 PM

    HALO 100 · Sector flow — GRID +3.16% / ENERGY -5.21%

    July 29, 2026: Grid, Industrial & Specialty Materials led HALO 100 over the close at +3.16% mean, Energy Transition & Clean Power trailed at -5.21%.
  18. Market note AH · Jul 29, 09:03 PM

    HALO 100 · Daily leaders — SIKA.SW +9.77% / DRO.AX -10.24%

    Through July 29, 2026: Sika leads HALO 100 over the close at +9.77%, DroneShield trails at -10.24%. 89/100 constituents covered.
  19. Market note AH · Jul 29, 08:59 PM

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

    Through July 29, 2026: Canon +5.17% over 21 sessions, Kioxia -51.67%.
  20. Market note AH · Jul 29, 08:55 PM

    Rubin 100 · 1-month sector leaders — S19 -3.13% / S24 -40.07%

    Through July 29, 2026: S19 leads the last 21 trading days at -3.13%, S24 trails at -40.07%.