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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 Closelooknet’s systems under this site’s editorial policy.
Latest Rubin Build-Out 100 cards
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Earnings drift AH · Nov 10, 09:32 PM
ACLS · PEAD ↑ 80
Axcelis Technologies reported Q3 2026 EPS of $1.09 on 2026-11-05, beating the $0.90 consensus by $0.19 (+21.1%).
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Earnings drift AH · Nov 10, 09:31 PM
AAON · PEAD ↑ 80
AAON reported Q3 2026 EPS of $0.83 on 2026-11-05 (BMO), beating the $0.56 consensus by $0.27 (+48.2%).
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Earnings drift AH · Nov 10, 09:31 PM
AAOI · PEAD ↓ 100
Applied Optoelectronics reported Q3 2026 EPS of $0.10 on 2026-11-05, beating the $0.08 consensus by $0.02 (+25.0%).
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Earnings drift AH · Nov 10, 09:01 PM
COHR · PEAD ↑ 68
Coherent reported Q1 FY2027 EPS of $1.80 on 2026-11-04 (after market close), matching the $1.80 consensus exactly — a 0% beat/miss.
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Earnings drift US session · Nov 10, 08:31 PM
CGNX · PEAD ↓ 80
Cognex reported Q3 2026 EPS of $0.53 on 2026-11-04 (after market close), beating the $0.51 consensus by $0.02 (+3.9%).
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Earnings drift US session · Nov 10, 08:30 PM
ATS.VI · PEAD → 0
AT&S reported Q2 FY2027 results on 2026-11-05; consensus EPS was 0.45 (actual not yet in our feed).
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Earnings reaction AH · Nov 10, 08:30 PM
6 universe earnings · November 10, 2026
6 reports. 1 beats · 1 misses.
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Market wrap AH · Nov 10, 08:15 PM
US close: S&P -0.73%, NDX -1.17% — KOSPI +4.3% leads Asia
KOSPI +4.3% leads Asia. S&P -0.73% · NDX -1.17%.
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Market wrap US session · Nov 10, 01:16 PM
Into US open: S&P futures +2.37%, DAX +1.15% — KOSPI +4.3% leads Asia
KOSPI +4.3% leads Asia. SPY +2.37% · VIX 20.1.
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Earnings drift Europe session · Nov 10, 01:01 PM
AMD T+5 absorption: +8.94% cumulative — AMD
Five-session check: +8.94% cumulative. Does the print stick a week in, or has the market re-priced it back to neutral?
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The day ahead US session · Nov 10, 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 · Nov 10, 11:31 AM
CAMT · PEAD ↓ 43
Camtek reported Q3 2026 EPS of $0.88 on 2026-11-04 (BMO), missing the $0.89 consensus by $0.01 (-1.1%).
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Market wrap AS · Nov 10, 05:30 AM
Asia close: Nikkei +2.89%, KOSPI +4.27% — KOSPI +4.3% leads Asia
KOSPI +4.3% leads Asia. Nikkei +2.89% · HSI +0.3%.
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Earnings drift AH · Nov 9, 11:00 PM
AEIS PEAD reversal: T+3 ↓SHORT faded — T+5 closes -0.84%
T+3 said ↓SHORT at -13.39% CAR; T+5 reverses to -0.84%. The market re-priced the print.
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Earnings drift AH · Nov 9, 11:00 PM
FN PEAD reversal: T+3 ↓SHORT faded — T+5 closes +12.21%
T+3 said ↓SHORT at -7.48% CAR; T+5 reverses to +12.21%. The market re-priced the print.
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Earnings drift AH · Nov 9, 11:00 PM
LSCC PEAD continuation: T+3 ↑LONG confirmed at T+5 (CAR +22.9%)
T+3 said ↑LONG at +8.45% CAR; T+5 extends to +22.9%. Drift survived the classical post-earnings window.
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Earnings drift AH · Nov 9, 09:31 PM
ARM · PEAD ↓ 58
ARM Holdings reported Q2 FY2027 EPS of $0.15 on 2026-11-04, missing the $0.22 consensus by $0.07 (-31.8%).
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Earnings drift US session · Nov 9, 08:31 PM
MOD · PEAD ↓ 80
Modine Manufacturing reported Q2 FY2027 EPS of $1.35 on 2026-11-03, missing the $1.55 consensus by $0.20 (-12.9%).
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Earnings reaction AH · Nov 9, 08:30 PM
9 universe earnings · November 9, 2026
9 reports. 0 beats · 1 misses.
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Market wrap AH · Nov 9, 08:15 PM
US close: S&P +2.41%, NDX +2.6% — TAIEX +5.7% leads Asia
TAIEX +5.7% leads Asia. S&P +2.41% · NDX +2.6%.