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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 wrap US session · Jul 16, 01:15 PM

    Into US open: S&P futures +0.4%, DAX -1.06% — KOSPI -6.6% drags Asia

    KOSPI -6.6% drags Asia. SPY +0.4% · VIX 16.3.

    Tagged RUBINHALOEURO-AIAW25USEuropeGermany
  2. The day ahead US session · Jul 16, 01:00 PM

    Thursday setup · 1 macro · 5 universe earnings

    1 macro print + 5 universe earnings on the calendar.

    Tagged ABBN.SWATCO-A.STCEVI.STNFLXTSMRUBINEURO-AIAW25NASDAQUS
  3. Watchpoint US session · Jul 16, 05:46 AM

    Western Digital ▼ -8.78%

    Western Digital closed 513.84 (-8.78% vs 563.32). storage watchpoint.

    Tagged WDCPATTERN-03US
  4. Watchpoint US session · Jul 16, 05:46 AM

    Micron ▼ -8.02%

    Micron closed 904.28 (-8.02% vs 983.12). memory-hbm watchpoint.

    Tagged MUPATTERN-03US
  5. Watchpoint US session · Jul 16, 05:46 AM

    Coherent ▼ -3.67%

    Coherent closed 299.38 (-3.67% vs 310.77). optical-photonics watchpoint.

    Tagged COHRPATTERN-03US
  6. Watchpoint US session · Jul 16, 05:46 AM

    Lumentum ▼ -7.71%

    Lumentum closed 752.00 (-7.71% vs 814.80). optical-photonics watchpoint.

    Tagged LITEPATTERN-03US
  7. Watchpoint US session · Jul 16, 05:46 AM

    Amkor Technology ▼ -3.65%

    Amkor Technology closed 67.64 (-3.65% vs 70.20). packaging watchpoint.

    Tagged AMKRPATTERN-03US
  8. Watchpoint US session · Jul 16, 05:46 AM

    Onto Innovation ▼ -4.57%

    Onto Innovation closed 304.73 (-4.57% vs 319.32). packaging watchpoint.

    Tagged ONTOPATTERN-03US
  9. Market wrap AS · Jul 16, 05:30 AM

    Asia close: Nikkei -2.97%, KOSPI -6.62% — KOSPI -6.6% drags Asia

    KOSPI -6.6% drags Asia. Nikkei -2.97% · HSI +1.93%.

    Tagged RUBINHALOEURO-AIAW25JapanHong KongKoreaTaiwan
  10. Market note AH · Jul 15, 11:40 PM

    Money Temperature · Mixed / transitional — 1 heating / 3 cooling

    Regime read: Mixed / transitional (low). Largest swing: Duration Rotation -41.00 (cooling).
  11. Market note AH · Jul 15, 11:20 PM

    Rubin 100 · Sector rotation — S19 → MATERIALS

    Rubin sector rotation: S19 → MATERIALS leads at 9.07%.
  12. Cross-asset AH · Jul 15, 10:00 PM

    Cross-asset day: VIX 15.7, DXY 100.51, 10Y 4.58% — risk-on regime

    VIX at 15.7 — risk-on.
  13. Market note AH · Jul 15, 09:18 PM

    Euro-AI 50 · 1-month leaders — AFX.DE +13.74% / AIXA.DE -25.42%

    Through July 15, 2026: Carl Zeiss Meditec leads Euro-AI 50 over the last 21 sessions at +13.74%, AIXTRON trails at -25.42%. 60/65 constituents covered.
  14. Market note AH · Jul 15, 09:15 PM

    Euro-AI 50 · Daily leaders — MYCR.ST +15.30% / AFX.DE -9.76%

    Through July 15, 2026: Mycronic leads Euro-AI 50 over the close at +15.30%, Carl Zeiss Meditec trails at -9.76%. 60/65 constituents covered.
  15. Market note AH · Jul 15, 09:12 PM

    HALO 100 · 1-month leaders — VKTX +32.72% / FLNC -35.71%

    Through July 15, 2026: Viking Therapeutics leads HALO 100 over the last 21 sessions at +32.72%, Fluence Energy trails at -35.71%. 99/100 constituents covered.
  16. Market note AH · Jul 15, 09:09 PM

    HALO 100 · 1-month sector leaders — LONGEVITY +10.59% / SPACE -16.06%

    July 15, 2026: Longevity & Healthspan led HALO 100 over the last 21 sessions at +10.59% mean, Space & Satellite trailed at -16.06%.
  17. Market note AH · Jul 15, 09:06 PM

    HALO 100 · Sector flow — ENERGY +4.22% / MEDDEV -3.99%

    July 15, 2026: Energy Transition & Clean Power led HALO 100 over the close at +4.22% mean, Surgical, Med Devices & Animal Health trailed at -3.99%.
  18. Market note AH · Jul 15, 09:03 PM

    HALO 100 · Daily leaders — SHLS +14.47% / ISRG -6.78%

    Through July 15, 2026: Shoals Technologies leads HALO 100 over the close at +14.47%, Intuitive Surgical trails at -6.78%. 99/100 constituents covered.
  19. Market note AH · Jul 15, 08:59 PM

    Rubin 100 · 1-month leaders — DD +186.44% / 042700.KS -40.20%

    Through July 15, 2026: DuPont +186.44% over 21 sessions, Hanmi Semiconductor -40.20%.
  20. Market note AH · Jul 15, 08:55 PM

    Rubin 100 · 1-month sector leaders — GASCHEM +51.81% / PACKAGING -13.95%

    Through July 15, 2026: Gases, Chemicals & Consumables leads the last 21 trading days at +51.81%, Advanced Packaging & Bonding trails at -13.95%.