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HALO 100 — News & analysis

Updates on the HALO 100 functional growth index — energy transition, space, defense, nuclear, nearshoring, and adjacent compounders.

All entries  ·  Methodology

  1. Earnings reaction Europe session · Jul 29, 01:30 PM

    11 universe earnings BMO · July 29, 2026

    11 reports BMO session. 4 beats · 0 misses.

  2. 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.

  3. 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.

    Tagged 000660.KS005930.KS0522.HK2308.TW6857.TAIR.PAAPHARMCLHCMGRUBINEURO-AIHALONASDAQAW25US
  4. 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%.

  5. Earnings drift AH · Jul 28, 09:02 PM

    GIVN.SW · PEAD → 0

    Givaudan reported Q2 2026 results on 2026-07-23; no EPS actuals are yet in our feed.

  6. Earnings drift US session · Jul 28, 08:33 PM

    FCX · PEAD ↓ 58

    Freeport-McMoRan reported Q2 2026 EPS of $0.74 on 2026-07-23, beating the $0.62 consensus by $0.12 (+19.4%).

    Tagged FCXALBCCJHALOUS
  7. Earnings drift US session · Jul 28, 08:33 PM

    DECK · PEAD → 3

    Deckers Outdoor reported Q1 FY2027 EPS of $0.94 on 2026-07-23, beating the $0.88 consensus by $0.06 (+6.8%).

  8. Earnings reaction AH · Jul 28, 08:30 PM

    11 universe earnings AMC · July 28, 2026

    11 reports AMC session. 1 beats · 0 misses.

    Tagged AI.PAASM.ASBECSGPEL.PAENPHKLACPHIA.ASSAF.PASTXTERRUBINEURO-AIAW25HALONASDAQ
  9. 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%.

  10. Big mover US session · Jul 28, 08:00 PM

    DRO.AX -13.22% — DroneShield

    ▼ DRO.AX -13.22% on the day. In HALO.

  11. Earnings reaction Europe session · Jul 28, 01:30 PM

    9 universe earnings BMO · July 28, 2026

    9 reports BMO session. 3 beats · 0 misses.

    Tagged 000660.KS3037.TW6861.TCARRECLFMXGLWPCARXYLRUBINHALO
  12. 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.

  13. 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.

    Tagged 000660.KS3037.TW6861.TAI.PAASM.ASBECARRCSGPECLEL.PARUBINEURO-AIAW25HALONASDAQUS
  14. Earnings drift Europe session · Jul 28, 11:31 AM

    WCN · PEAD → 0

    Waste Connections reported Q2 2026 EPS of $1.50 on 2026-07-22, beating the $1.35 consensus by $0.15 (+11.1%).

  15. Earnings drift Europe session · Jul 28, 11:31 AM

    VKTX · PEAD ↓ 84

    Viking Therapeutics reported Q2 2026 results on 2026-07-22; consensus EPS was -$1.21 (actual not yet in our feed).

  16. 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%.

  17. 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.

  18. Earnings drift AH · Jul 27, 09:01 PM

    TDY · PEAD → 34

    Teledyne Technologies reported Q2 2026 EPS of $6.28 on 2026-07-22, beating the $5.78 consensus by $0.50 (+8.65%).

  19. Earnings drift AH · Jul 27, 09:01 PM

    IRDM · PEAD → 30

    Iridium reported Q2 2026 EPS of $0.19 on 2026-07-22, missing the $0.26 consensus by $0.07 (-26.9%).

  20. Earnings drift US session · Jul 27, 08:31 PM

    DSV.CO · PEAD ↓ 100

    DSV reported Q2 2026 EPS of 14.47 on 2026-07-22, missing the 15.63 consensus by 1.16 (-7.4%).