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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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, 09:32 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, 09:32 PM
NOK · PEAD ↓ 100
Nokia reported Q2 2026 EPS of €0.08 on 2026-07-23, beating the €0.07 consensus by €0.01 (+14.3%); no prior-year EPS comparison is available in the current data feed.
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Earnings drift AH · Jul 28, 09:31 PM
INTC · PEAD ↓ 100
Intel reported Q2 2026 EPS of $0.30 on 2026-07-23, beating the $0.10 consensus by $0.20 (+200%) — yet the market responded with sustained selling across the full three-day window.
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Earnings drift AH · Jul 28, 09:02 PM
FIX · PEAD ↓ 63
Comfort Systems USA reported Q2 2026 EPS of $12.53 on 2026-07-23, beating the $10.38 consensus by $2.15 (+20.7%).
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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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Big mover Europe session · Jul 28, 08:00 PM
000660.KS -14.65% — SK hynix
▼ 000660.KS -14.65% on the day. In Rubin.
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Big mover US session · Jul 28, 08:00 PM
005930.KS -13.39% — Samsung Electronics
▼ 005930.KS -13.39% on the day. In Rubin.
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Big mover AS · Jul 28, 08:00 PM
042700.KS -12.22% — Hanmi Semiconductor
▼ 042700.KS -12.22% on the day. In Rubin.
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Big mover US session · Jul 28, 08:00 PM
0522.HK -13.68% — ASMPT
▼ 0522.HK -13.68% on the day. In Rubin.
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Big mover Europe session · Jul 28, 08:00 PM
285A.T -18.33% — Kioxia
▼ 285A.T -18.33% on the day. In Rubin.
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Big mover Europe session · Jul 28, 08:00 PM
3436.T -16.53% — Sumco
▼ 3436.T -16.53% on the day. In Rubin.
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Big mover Europe session · Jul 28, 08:00 PM
4004.T -11.49% — Resonac
▼ 4004.T -11.49% on the day. In Rubin.
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Big mover Europe session · Jul 28, 08:00 PM
4062.T -11.05% — Ibiden
▼ 4062.T -11.05% on the day. In Rubin.
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Big mover US session · Jul 28, 08:00 PM
6146.T -12.37% — DISCO Corp
▼ 6146.T -12.37% on the day. In Rubin.