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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Earnings reaction AH · Jul 22, 08:30 PM
11 universe earnings AMC · July 22, 2026
11 reports AMC session. 0 beats · 0 misses.
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Market wrap AH · Jul 22, 08:15 PM
US close: S&P +0.1%, NDX -0.31% — KOSPI +4.4% leads Asia
KOSPI +4.4% leads Asia. S&P +0.1% · NDX -0.31%.
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Earnings reaction Europe session · Jul 22, 01:30 PM
5 universe earnings BMO · July 22, 2026
5 reports BMO session. 2 beats · 1 misses.
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Market wrap US session · Jul 22, 01:15 PM
Into US open: S&P futures +0.83%, DAX +0.55% — KOSPI +4.4% leads Asia
KOSPI +4.4% leads Asia. SPY +0.83% · VIX 17.4.
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Earnings drift Europe session · Jul 22, 01:01 PM
TSM PEAD T+3: +1.22% cumulative — TSMC
Three-day drift: +1.22% cumulative vs pre-print baseline. The PEAD window's tell on whether the print is being absorbed or fought.
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Earnings drift Europe session · Jul 22, 01:01 PM
ASML T+5 absorption: +1.46% cumulative — ASML
Five-session check: +1.46% cumulative. Does the print stick a week in, or has the market re-priced it back to neutral?
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The day ahead US session · Jul 22, 01:00 PM
Wednesday setup · 0 macro · 16 universe earnings
16 universe earnings reporting today. No major macro.
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Market wrap AS · Jul 22, 05:30 AM
Asia close: Nikkei +0.98%, KOSPI +4.44% — KOSPI +4.4% leads Asia
KOSPI +4.4% leads Asia. Nikkei +0.98% · HSI -0.83%.
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Earnings drift AH · Jul 21, 11:00 PM
AEHR PEAD continuation: T+3 ↑LONG confirmed at T+5 (CAR +45.53%)
T+3 said ↑LONG at +19.94% CAR; T+5 extends to +45.53%. Drift survived the classical post-earnings window.
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Earnings drift AH · Jul 21, 09:01 PM
TSM · PEAD → 1
TSMC reported Q2 2026 EPS of $4.31 on 2026-07-16, beating the $3.87 consensus by $0.44 (+11.4%).
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Earnings drift US session · Jul 21, 08:31 PM
ABBN.SW · PEAD → 0
ABB reported Q2 2026 EPS of $0.7951 on 2026-07-16, beating the $0.79 consensus by $0.0051 (+0.65%).
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Market wrap AH · Jul 21, 08:15 PM
US close: S&P +0.96%, NDX +1.42% — KOSPI +4.4% leads Asia
KOSPI +4.4% leads Asia. S&P +0.96% · NDX +1.42%.
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Big mover AS · Jul 21, 08:00 PM
285A.T +17.18% — Kioxia
▲ 285A.T +17.18% on the day. In Rubin.
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Big mover US session · Jul 21, 08:00 PM
4062.T +11.03% — Ibiden
▲ 4062.T +11.03% on the day. In Rubin.
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Big mover AS · Jul 21, 08:00 PM
6890.T -12.38% — Ferrotec Holdings
▼ 6890.T -12.38% on the day. In Rubin.
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Big mover AS · Jul 21, 08:00 PM
AAOI +15.76% — Applied Optoelectronics
▲ AAOI +15.76% on the day. In Rubin.
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Big mover AS · Jul 21, 08:00 PM
AEHR +27.86% — Aehr Test Systems
▲ AEHR +27.86% on the day. In Rubin.
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Big mover Europe session · Jul 21, 08:00 PM
AMS.SW +13.73% — ams-OSRAM
▲ AMS.SW +13.73% on the day. In Rubin.
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Big mover US session · Jul 21, 08:00 PM
ATS.VI +11.97% — AT&S
▲ ATS.VI +11.97% on the day. In Rubin / Euro-AI.
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Big mover AS · Jul 21, 08:00 PM
BE +14.82% — Bloom Energy
▲ BE +14.82% on the day. In Rubin.