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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Market wrap AH · Jun 11, 08:15 PM
US close: S&P +1.14%, NDX +1.77% — HSI -1.1% drags Asia
HSI -1.1% drags Asia. S&P +1.14% · NDX +1.77%.
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Market wrap US session · Jun 11, 01:15 PM
Into US open: S&P futures -1.58%, DAX +0.01% — HSI -1.1% drags Asia
HSI -1.1% drags Asia. SPY -1.58% · VIX 20.7.
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Market wrap AS · Jun 11, 05:30 AM
Asia close: Nikkei +0.29%, KOSPI +0.31% — HSI -1.1% drags Asia
HSI -1.1% drags Asia. Nikkei +0.29% · HSI -1.11%.
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Earnings drift AH · Jun 10, 11:00 PM
AVGO PEAD continuation: T+3 ↓SHORT confirmed at T+5 (CAR -18.24%)
T+3 said ↓SHORT at -14.98% CAR; T+5 extends to -18.24%. Drift survived the classical post-earnings window.
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Market wrap AH · Jun 10, 08:15 PM
US close: S&P -1.02%, NDX -1.11% — TAIEX -2.7% drags Asia
TAIEX -2.7% drags Asia. S&P -1.02% · NDX -1.11%.
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Big mover US session · Jun 10, 08:00 PM
000660.KS -7.54% — SK hynix
▼ 000660.KS -7.54% on the day. In Rubin.
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Big mover AS · Jun 10, 08:00 PM
2308.TW -8.9% — Delta Electronics
▼ 2308.TW -8.9% on the day. In Rubin.
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Big mover US session · Jun 10, 08:00 PM
285A.T -7.78% — Kioxia
▼ 285A.T -7.78% on the day. In Rubin.
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Big mover Europe session · Jun 10, 08:00 PM
3037.TW -8.77% — Unimicron
▼ 3037.TW -8.77% on the day. In Rubin.
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Big mover Europe session · Jun 10, 08:00 PM
3436.T -8.6% — Sumco
▼ 3436.T -8.6% on the day. In Rubin.
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Big mover AS · Jun 10, 08:00 PM
5801.T -11.74% — Furukawa Electric
▼ 5801.T -11.74% on the day. In Rubin.
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Big mover AS · Jun 10, 08:00 PM
6965.T -11.08% — Hamamatsu Photonics
▼ 6965.T -11.08% on the day. In Rubin.
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Big mover AS · Jun 10, 08:00 PM
6981.T -10.75% — Murata Manufacturing
▼ 6981.T -10.75% on the day. In Rubin.
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Big mover US session · Jun 10, 08:00 PM
AAOI +7.52% — Applied Optoelectronics
▲ AAOI +7.52% on the day. In Rubin.
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Big mover Europe session · Jun 10, 08:00 PM
LITE -8.22% — Lumentum
▼ LITE -8.22% on the day. In Rubin.
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Big mover Europe session · Jun 10, 08:00 PM
LPK.DE -8.77% — LPKF Laser & Electronics
▼ LPK.DE -8.77% on the day. In Rubin.
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Big mover US session · Jun 10, 08:00 PM
MRVL -7.61% — Marvell Technology
▼ MRVL -7.61% on the day. In Rubin.
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Market wrap US session · Jun 10, 01:15 PM
Into US open: S&P futures -0.29%, DAX -0.47% — TAIEX -2.7% drags Asia
TAIEX -2.7% drags Asia. SPY -0.29% · VIX 21.9.
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Earnings drift Europe session · Jun 10, 01:00 PM
AVGO T+5 absorption: -18.57% cumulative — Broadcom
Five-session check: -18.57% cumulative. Does the print stick a week in, or has the market re-priced it back to neutral?
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Market wrap AS · Jun 10, 05:30 AM
Asia close: Nikkei -2.4%, KOSPI +1.42% — TAIEX -2.7% drags Asia
TAIEX -2.7% drags Asia. Nikkei -2.4% · HSI -1.11%.