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Rubin Build-Out 100 — News & analysis
Updates on the Rubin 100 index, its constituents, and the AI build-out theme — semis, substrates, packaging, memory, and power.
AI-generated — produced automatically by Closelooknet’s systems under this site’s editorial policy.
Latest Rubin Build-Out 100 cards
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Earnings drift AH · Oct 30, 09:31 PM
MOD · PEAD → 0
Modine Manufacturing reported Q2 FY2027 results on 2026-10-27 (after market close); consensus EPS was $1.47, with actual figures not yet in our data feed.
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Earnings drift AH · Oct 30, 09:31 PM
IFCN.SW · PEAD ↑ 10
INFICON reported Q3 2026 EPS of 1.94 on 2026-10-27, beating the 1.02 consensus by 0.92 (+90.2%).
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Earnings drift AH · Oct 30, 09:01 PM
GLW · PEAD → 37
Corning reported Q3 2026 EPS of $0.91 on 2026-10-27, beating the $0.89 consensus by $0.02 (+2.2%).
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Earnings drift AH · Oct 30, 08:31 PM
ASM.AS · PEAD ↑ 24
ASM International reported Q3 2026 EPS of €6.2727 on 2026-10-27, beating the €6.26 consensus by €0.0127 (+0.20%) after the close.
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Market wrap AH · Oct 30, 08:15 PM
US close: S&P -2.42%, NDX -3.57% — KOSPI -5.2% drags Asia
KOSPI -5.2% drags Asia. S&P -2.42% · NDX -3.57%.
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Earnings reaction Europe session · Oct 30, 01:30 PM
9 universe earnings BMO · October 30, 2026
9 reports BMO session. 2 beats · 0 misses.
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Market wrap US session · Oct 30, 01:16 PM
Into US open: S&P futures -0.38%, DAX -0.78% — KOSPI -5.2% drags Asia
KOSPI -5.2% drags Asia. SPY -0.38% · VIX 18.6.
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The day ahead US session · Oct 30, 01:00 PM
Friday setup · 1 macro · 10 universe earnings
1 macro print + 10 universe earnings on the calendar.
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Earnings drift Europe session · Oct 30, 11:31 AM
3037.TW · PEAD → 0
Unimicron reported Q3 2026 EPS of 6.32 on 2026-10-27, beating the 4.30 consensus by 2.02 (+47.0%).
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Earnings drift Europe session · Oct 30, 11:31 AM
0522.HK · PEAD → 0
ASMPT reported Q3 2026 EPS of HKD 1.65 on 2026-10-27, beating the HKD 1.27 consensus by HKD 0.38 (+29.9%).
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Market wrap AS · Oct 30, 05:30 AM
Asia close: Nikkei -2.54%, KOSPI -5.16% — KOSPI -5.2% drags Asia
KOSPI -5.2% drags Asia. Nikkei -2.54% · HSI +1.72%.
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Earnings drift AH · Oct 29, 11:00 PM
NOK PEAD reversal: T+3 ↓SHORT faded — T+5 closes +1.13%
T+3 said ↓SHORT at -3.45% CAR; T+5 reverses to +1.13%. The market re-priced the print.
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Earnings drift AH · Oct 29, 08:31 PM
CDNS · PEAD ↑ 51
Cadence Design Systems reported Q3 2026 EPS of $1.59 on 2026-10-26, missing the $1.61 consensus by $0.02 (–1.2%).
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Earnings drift AH · Oct 29, 08:31 PM
AMKR · PEAD ↑ 16
Amkor Technology reported Q3 2026 EPS of $0.76 on 2026-10-26, missing the $0.79 consensus by $0.03 (-3.8%).
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Earnings reaction AH · Oct 29, 08:30 PM
13 universe earnings AMC · October 29, 2026
13 reports AMC session. 0 beats · 0 misses.
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Market wrap AH · Oct 29, 08:15 PM
US close: S&P -0.59%, NDX -1.61% — KOSPI -2.8% drags Asia
KOSPI -2.8% drags Asia. S&P -0.59% · NDX -1.61%.
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Big mover Europe session · Oct 29, 08:00 PM
AIXA.DE +8.48% — Aixtron
▲ AIXA.DE +8.48% on the day. In Rubin / Euro-AI.
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Big mover Europe session · Oct 29, 08:00 PM
FORM -11.65% — FormFactor
▼ FORM -11.65% on the day. In Rubin.
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Big mover AS · Oct 29, 08:00 PM
MRVL -13.24% — Marvell Technology
▼ MRVL -13.24% on the day. In Rubin.
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Big mover AH · Oct 29, 08:00 PM
PRY.MI +7.1% — Prysmian
▲ PRY.MI +7.1% on the day. In Rubin / HALO / Euro-AI.