Tape · Index
Euro-AI 50 — News & analysis
Updates on the Euro-AI 50 — European AI sovereignty index covering chip equipment, model providers, datacenter, and software.
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The feed updates as cards land. Tape generators run weekdays on the cron schedule documented in the methodology.
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Market wrap US session · Jul 29, 01:16 PM
Into US open: S&P futures +0.24%, DAX +0.12% — KOSPI -11.6% drags Asia
KOSPI -11.6% drags Asia. SPY +0.24% · VIX 18.7.
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The day ahead US session · Jul 29, 01:00 PM
Wednesday setup · 1 macro · 30 universe earnings
1 macro print + 30 universe earnings on the calendar.
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Market wrap AS · Jul 29, 05:30 AM
Asia close: Nikkei -3.04%, KOSPI -11.58% — KOSPI -11.6% drags Asia
KOSPI -11.6% drags Asia. Nikkei -3.04% · HSI +1.37%.
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Earnings drift AH · Jul 28, 11:00 PM
ALFA.ST PEAD reversal: T+3 ↑LONG faded — T+5 closes +0.2%
T+3 said ↑LONG at +3.62% CAR; T+5 reverses to +0.2%. The market re-priced the print.
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Earnings drift AH · Jul 28, 09:32 PM
STM · PEAD ↓ 100
STMicroelectronics reported Q2 2026 EPS of $0.31 on 2026-07-23, beating the $0.26 consensus by $0.05 (+19.2%).
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Earnings drift AH · Jul 28, 09:02 PM
HO.PA · PEAD ↑ 100
Thales reported Q2 2026 results on 2026-07-23; no EPS actuals are yet in our feed.
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Earnings drift US session · Jul 28, 08:33 PM
DSY.PA · PEAD ↑ 100
Dassault Systèmes reported Q2 2026 EPS of €0.31 on 2026-07-23, beating the €0.30 consensus by €0.01 (+3.3%).
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Earnings drift US session · Jul 28, 08:32 PM
BESI.AS · PEAD ↓ 100
BESI reported Q2 2026 EPS of €1.11 on 2026-07-23, missing the €1.14 consensus by €0.03 (-2.6%); no prior-year comparable is available in the current data feed.
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Earnings reaction AH · Jul 28, 08:30 PM
11 universe earnings AMC · July 28, 2026
11 reports AMC session. 1 beats · 0 misses.
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Market wrap AH · Jul 28, 08:16 PM
US close: S&P +0.3%, NDX -0.04% — KOSPI -10.1% drags Asia
KOSPI -10.1% drags Asia. S&P +0.3% · NDX -0.04%.
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Market wrap US session · Jul 28, 01:15 PM
Into US open: S&P futures +0.02%, DAX -0.02% — KOSPI -10.1% drags Asia
KOSPI -10.1% drags Asia. SPY +0.02% · VIX 18.6.
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The day ahead US session · Jul 28, 01:00 PM
Tuesday setup · 0 macro · 20 universe earnings
20 universe earnings reporting today. No major macro.
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Earnings drift Europe session · Jul 28, 11:31 AM
VACN.SW · PEAD ↓ 100
VAT Group reported Q2 2026 results on 2026-07-22; no EPS actuals are yet available in our feed.
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Market wrap AS · Jul 28, 05:30 AM
Asia close: Nikkei -3.79%, KOSPI -10.1% — KOSPI -10.1% drags Asia
KOSPI -10.1% drags Asia. Nikkei -3.79% · HSI -0.11%.
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Earnings drift AH · Jul 27, 11:00 PM
SAAB-B.ST PEAD continuation: T+3 ↑LONG confirmed at T+5 (CAR +15.25%)
T+3 said ↑LONG at +14% CAR; T+5 extends to +15.25%. Drift survived the classical post-earnings window.
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Earnings drift AH · Jul 27, 09:31 PM
TIETO.HE · PEAD ↑ 47
Tietoevry reported Q2 2026 EPS of €0.32 on 2026-07-22, missing the €0.35 consensus by €0.03 (-8.6%).
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Earnings drift AH · Jul 27, 09:30 PM
TEMN.SW · PEAD → 1
Temenos reported Q2 2026 EPS of 1.31 on 2026-07-22, beating the 1.29 consensus by 0.02 (+1.6%).
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Market wrap AH · Jul 27, 08:15 PM
US close: S&P -0.28%, NDX -0.36% — HSI +0.8% leads Asia
HSI +0.8% leads Asia. S&P -0.28% · NDX -0.36%.
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Big mover AS · Jul 27, 08:00 PM
ATS.VI -13.62% — AT&S
▼ ATS.VI -13.62% on the day. In Rubin / Euro-AI.
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Big mover AS · Jul 27, 08:00 PM
NBIS -14.97% — Nebius Group
▼ NBIS -14.97% on the day. In Euro-AI.