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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 Closelook’s systems under this site’s editorial policy.

All entries  ·  Methodology

Latest Rubin Build-Out 100 cards

  1. Market wrap AS · Sep 1, 05:30 AM

    Asia close: Nikkei -0.2%, KOSPI +0.03% — TAIEX +1.6% leads Asia

    TAIEX +1.6% leads Asia. Nikkei -0.2% · HSI -1%.

  2. Earnings drift AH · Aug 31, 09:00 PM

    SNPS · PEAD ↑ 54

    Synopsys reported Q3 FY2026 EPS of $2.85 on 2026-08-26, beating the $2.66 consensus by $0.19 (+7.1%).

    Tagged SNPSRUBINNASDAQUS
  3. Earnings drift AH · Aug 31, 08:31 PM

    PLAB · PEAD ↓ 22

    Photronics reported Q3 FY2026 EPS of $0.50 on 2026-08-26, beating the $0.40 consensus by $0.10 (+25.0%).

  4. Earnings drift AH · Aug 31, 08:31 PM

    NVDA · PEAD ↑ 34

    NVIDIA reported Q2 FY2027 EPS of $2.22 on 2026-08-26 (after market close), beating the $2.09 consensus by $0.13 (+6.2%).

    Tagged NVDA000660.KS005930.KS042700.KSRUBINAW25NASDAQUS
  5. Market wrap AH · Aug 31, 08:15 PM

    US close: S&P -0.36%, NDX -0.37% — TAIEX -1.3% drags Asia

    TAIEX -1.3% drags Asia. S&P -0.36% · NDX -0.37%.

  6. Big mover AS · Aug 31, 08:00 PM

    3037.TW -10% — Unimicron

    ▼ 3037.TW -10% on the day. In Rubin.

  7. Big mover AS · Aug 31, 08:00 PM

    6488.TW -6.17% — GlobalWafers

    ▼ 6488.TW -6.17% on the day. In Rubin.

  8. Big mover AS · Aug 31, 08:00 PM

    SOI.PA +6.39% — Soitec

    ▲ SOI.PA +6.39% on the day. In Rubin.

  9. Market wrap US session · Aug 31, 01:15 PM

    Into US open: S&P futures -0.23%, DAX -0.83% — TAIEX -1.3% drags Asia

    TAIEX -1.3% drags Asia. SPY -0.23% · VIX 15.4.

  10. Market wrap AS · Aug 31, 05:30 AM

    Asia close: Nikkei -0.64%, KOSPI -1.13% — TAIEX -1.3% drags Asia

    TAIEX -1.3% drags Asia. Nikkei -0.64% · HSI -0.71%.

  11. Weekly recap AH · Aug 29, 06:01 PM

    Week of Aug 23–Aug 29 · Money Temp Mixed / transitional

    CRM +22.4% leads the week. 10 earnings · 0 macro · Temp 57/100.

    Tagged CRMAEHR4478.TASTSAAOIINTUCRWDNVDAPLABAW25RUBINHALOEURO-AI
  12. Big mover Europe session · Aug 28, 08:00 PM

    285A.T -8.76% — Kioxia

    ▼ 285A.T -8.76% on the day. In Rubin.

  13. Big mover AS · Aug 28, 08:00 PM

    AEHR -10.67% — Aehr Test Systems

    ▼ AEHR -10.67% on the day. In Rubin.

  14. Big mover AH · Aug 28, 08:00 PM

    AMKR -7.46% — Amkor Technology

    ▼ AMKR -7.46% on the day. In Rubin.

  15. Big mover AH · Aug 28, 08:00 PM

    FORM -7.74% — FormFactor

    ▼ FORM -7.74% on the day. In Rubin.

  16. Big mover AS · Aug 28, 08:00 PM

    MRVL -10.28% — Marvell Technology

    ▼ MRVL -10.28% on the day. In Rubin.

  17. Big mover AH · Aug 28, 08:00 PM

    ONTO -7.46% — Onto Innovation

    ▼ ONTO -7.46% on the day. In Rubin.

  18. Big mover Europe session · Aug 28, 08:00 PM

    PLAB -8.36% — Photronics

    ▼ PLAB -8.36% on the day. In Rubin.

  19. Earnings reaction AH · Aug 27, 08:30 PM

    3 universe earnings · August 27, 2026

    3 reports. 0 beats · 0 misses.

    Tagged ADSKMRVLWDAYNASDAQRUBINAW25
  20. Market wrap AH · Aug 27, 08:15 PM

    US close: S&P +0.73%, NDX +1.41% — KOSPI +1.4% leads Asia

    KOSPI +1.4% leads Asia. S&P +0.73% · NDX +1.41%.