Tape · Index
HALO 100 — News & analysis
Updates on the HALO 100 functional growth index — energy transition, space, defense, nuclear, nearshoring, and adjacent compounders.
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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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Earnings reaction Europe session · Jul 29, 01:30 PM
11 universe earnings BMO · July 29, 2026
11 reports BMO session. 4 beats · 0 misses.
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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, 09:02 PM
GIVN.SW · PEAD → 0
Givaudan 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
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%).
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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%).
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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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Big mover US session · Jul 28, 08:00 PM
DRO.AX -13.22% — DroneShield
▼ DRO.AX -13.22% on the day. In HALO.
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Earnings reaction Europe session · Jul 28, 01:30 PM
9 universe earnings BMO · July 28, 2026
9 reports BMO session. 3 beats · 0 misses.
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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
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%).
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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).
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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, 09:01 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%).
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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%).
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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%).