Tape · Index
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.
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Market wrap US session · Jul 2, 01:15 PM
Into US open: S&P futures -0.14%, DAX +1.69% — KOSPI -5.5% drags Asia
KOSPI -5.5% drags Asia. SPY -0.14% · VIX 16.5.
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Market wrap AS · Jul 2, 05:30 AM
Asia close: Nikkei -1.92%, KOSPI -5.5% — KOSPI -5.5% drags Asia
KOSPI -5.5% drags Asia. Nikkei -1.92% · HSI +1.19%.
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Earnings drift AH · Jul 1, 11:00 PM
MU PEAD reversal: T+3 ↑LONG faded — T+5 closes -3.51%
T+3 said ↑LONG at +7.88% CAR; T+5 reverses to -3.51%. The market re-priced the print.
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Market wrap AH · Jul 1, 08:15 PM
US close: S&P +0.04%, NDX -0.24% — TAIEX +2.0% leads Asia
TAIEX +2.0% leads Asia. S&P +0.04% · NDX -0.24%.
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Big mover AS · Jul 1, 08:00 PM
3436.T +17.37% — Sumco
▲ 3436.T +17.37% on the day. In Rubin.
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Big mover AS · Jul 1, 08:00 PM
AEHR -12.11% — Aehr Test Systems
▼ AEHR -12.11% on the day. In Rubin.
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Big mover Europe session · Jul 1, 08:00 PM
ALAB -10.8% — Astera Labs
▼ ALAB -10.8% on the day. In Rubin.
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Big mover US session · Jul 1, 08:00 PM
ATS.VI +9.9% — AT&S
▲ ATS.VI +9.9% on the day. In Rubin / Euro-AI.
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Big mover AS · Jul 1, 08:00 PM
GLW -13.62% — Corning
▼ GLW -13.62% on the day. In Rubin.
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Big mover Europe session · Jul 1, 08:00 PM
KLAC -11.77% — KLA Corp
▼ KLAC -11.77% on the day. In Rubin.
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Big mover Europe session · Jul 1, 08:00 PM
MU -10.57% — Micron Technology
▼ MU -10.57% on the day. In Rubin.
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Big mover Europe session · Jul 1, 08:00 PM
SNDK -10.62% — SanDisk
▼ SNDK -10.62% on the day. In Rubin.
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Big mover Europe session · Jul 1, 08:00 PM
TER -11.68% — Teradyne
▼ TER -11.68% on the day. In Rubin.
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Market wrap US session · Jul 1, 01:15 PM
Into US open: S&P futures +0.78%, DAX -0.05% — TAIEX +2.0% leads Asia
TAIEX +2.0% leads Asia. SPY +0.78% · VIX 16.8.
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Market wrap AS · Jul 1, 05:31 AM
Asia close: Nikkei +0.88%, KOSPI -0.94% — TAIEX +2.0% leads Asia
TAIEX +2.0% leads Asia. Nikkei +0.88% · HSI -0.63%.
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Market wrap AH · Jun 30, 08:16 PM
US close: S&P +0.7%, NDX +1.33% — TAIEX +3.5% leads Asia
TAIEX +3.5% leads Asia. S&P +0.7% · NDX +1.33%.
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Big mover AS · Jun 30, 08:00 PM
0522.HK +10.05% — ASMPT
▲ 0522.HK +10.05% on the day. In Rubin.
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Big mover US session · Jun 30, 08:00 PM
3037.TW +9.63% — Unimicron
▲ 3037.TW +9.63% on the day. In Rubin.
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Big mover Europe session · Jun 30, 08:00 PM
6488.TW +9.84% — GlobalWafers
▲ 6488.TW +9.84% on the day. In Rubin.
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Big mover Europe session · Jun 30, 08:00 PM
ATS.VI +9.9% — AT&S
▲ ATS.VI +9.9% on the day. In Rubin / Euro-AI.