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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.
Latest Rubin Build-Out 100 cards
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Earnings drift AH · Aug 11, 11:00 PM
AMS.SW PEAD continuation: T+3 ↑LONG confirmed at T+5 (CAR +13.55%)
T+3 said ↑LONG at +6.41% CAR; T+5 extends to +13.55%. Drift survived the classical post-earnings window.
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Earnings drift AH · Aug 11, 09:31 PM
MTSI · PEAD ↑ 80
MACOM Technology reported Q3 FY2026 EPS of $1.08 on 2026-08-06, beating the $1.04 consensus by $0.04 (+3.8%).
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Earnings drift AH · Aug 11, 08:33 PM
ACLS · PEAD → 26
Axcelis Technologies reported Q2 2026 EPS of $0.90 on 2026-08-06, beating the $0.69 consensus by $0.21 (+30.4%).
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Earnings reaction AH · Aug 11, 08:30 PM
6 universe earnings · August 11, 2026
6 reports. 1 beats · 2 misses.
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Market wrap AH · Aug 11, 08:15 PM
US close: S&P -0.23%, NDX -0.56% — Nikkei +2.1% leads Asia
Nikkei +2.1% leads Asia. S&P -0.23% · NDX -0.56%.
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Market wrap US session · Aug 11, 01:15 PM
Into US open: S&P futures -0.03%, DAX +0.28% — Nikkei +2.1% leads Asia
Nikkei +2.1% leads Asia. SPY -0.03% · VIX 15.5.
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The day ahead US session · Aug 11, 01:00 PM
Tuesday setup · 0 macro · 6 universe earnings
6 universe earnings reporting today. No major macro.
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Earnings drift Europe session · Aug 11, 11:31 AM
KLIC · PEAD ↓ 96
Kulicke & Soffa reported Q3 FY2026 EPS of $1.09 on 2026-08-05, beating the $0.87 consensus by $0.22 (+25.3%).
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Earnings drift Europe session · Aug 11, 11:31 AM
042700.KS · PEAD → 0
Hanmi Semiconductor reported Q2 2026 results on 2026-08-06; consensus EPS was ₩997.82 (actual not yet in our feed).
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Market wrap AS · Aug 11, 05:30 AM
Asia close: Nikkei +2.08%, KOSPI +1.61% — Nikkei +2.1% leads Asia
Nikkei +2.1% leads Asia. Nikkei +2.08% · HSI -0.63%.
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Earnings drift AH · Aug 10, 11:00 PM
LIN PEAD continuation: T+3 ↓SHORT confirmed at T+5 (CAR -7.93%)
T+3 said ↓SHORT at -7.24% CAR; T+5 extends to -7.93%. Drift survived the classical post-earnings window.
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Earnings drift AH · Aug 10, 11:00 PM
NVT PEAD continuation: T+3 ↑LONG confirmed at T+5 (CAR +9.48%)
T+3 said ↑LONG at +8.12% CAR; T+5 extends to +9.48%. Drift survived the classical post-earnings window.
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Earnings drift AH · Aug 10, 11:00 PM
POWL PEAD continuation: T+3 ↓SHORT confirmed at T+5 (CAR -4.18%)
T+3 said ↓SHORT at -3.51% CAR; T+5 extends to -4.18%. Drift survived the classical post-earnings window.
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Earnings drift AH · Aug 10, 11:00 PM
STRL PEAD continuation: T+3 ↓SHORT confirmed at T+5 (CAR -14.92%)
T+3 said ↓SHORT at -13.05% CAR; T+5 extends to -14.92%. Drift survived the classical post-earnings window.
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Earnings drift AH · Aug 10, 09:31 PM
GFS · PEAD ↓ 55
GlobalFoundries reported Q2 2026 EPS of $0.33 on 2026-08-05, beating the $0.32 consensus by $0.01 (+3.1%).
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Earnings drift AH · Aug 10, 09:01 PM
CGNX · PEAD ↓ 100
Cognex reported Q2 2026 EPS of $0.45 on 2026-08-05, beating the $0.42 consensus by $0.03 (+7.1%).
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Earnings reaction AH · Aug 10, 08:30 PM
5 universe earnings · August 10, 2026
5 reports. 3 beats · 0 misses.
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Market wrap AH · Aug 10, 08:15 PM
US close: S&P -0.1%, NDX -0.39% — Nikkei +1.9% leads Asia
Nikkei +1.9% leads Asia. S&P -0.1% · NDX -0.39%.
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Reversal AH · Aug 10, 08:15 PM
ALAB reverses: +4.09% → -1.19% — Astera Labs
▲→▼ ALAB swung +5.28% from initial reaction. The market changed its mind.
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Big mover Europe session · Aug 10, 08:00 PM
042700.KS +6.86% — Hanmi Semiconductor
▲ 042700.KS +6.86% on the day. In Rubin.