— C+

Tape · Live

Tape.

Price-action news for the names we cover, surfaced from the noise. Not what CNBC leads with; not what's buried at the bottom of the Bloomberg wire. The thread that moves our universe.

Methodology

  1. The day ahead US session · Jul 15, 01:00 PM

    Wednesday setup · 0 macro · 3 universe earnings

    3 universe earnings reporting today. No major macro.

    Tagged ASMLASML.ASCTASRUBINEURO-AIHALOUS
  2. Economic data US session · Jul 15, 12:30 PM

    🇺🇸 ISM Services PMI 54 pts =

    ISM Services PMI 54 pts (vs prior, down).

    Tagged US
  3. Watchpoint US session · Jul 15, 05:46 AM

    KLA Corporation ▲ +3.65%

    KLA Corporation closed 230.37 (+3.65% vs 222.25). packaging watchpoint.

    Tagged KLACPATTERN-03US
  4. Watchpoint US session · Jul 15, 05:45 AM

    Onto Innovation ▲ +4.97%

    Onto Innovation closed 319.32 (+4.97% vs 304.21). packaging watchpoint.

    Tagged ONTOPATTERN-03US
  5. Watchpoint US session · Jul 15, 05:45 AM

    Amkor Technology ▲ +6.27%

    Amkor Technology closed 70.20 (+6.27% vs 66.06). packaging watchpoint.

    Tagged AMKRPATTERN-03US
  6. Watchpoint US session · Jul 15, 05:45 AM

    Micron ▲ +4.92%

    Micron closed 983.12 (+4.92% vs 937.00). memory-hbm watchpoint.

    Tagged MUPATTERN-03US
  7. Watchpoint US session · Jul 15, 05:45 AM

    Eaton ▲ +3.15%

    Eaton closed 415.52 (+3.15% vs 402.85). power-cooling watchpoint.

    Tagged ETNPATTERN-03US
  8. Watchpoint US session · Jul 15, 05:45 AM

    Lumentum ▲ +6.07%

    Lumentum closed 814.80 (+6.07% vs 768.15). optical-photonics watchpoint.

    Tagged LITEPATTERN-03US
  9. Watchpoint US session · Jul 15, 05:45 AM

    🇺🇸 SIA Global Billings $120.6B

    SIA Global Billings: $120.6B.

    Tagged US
  10. Watchpoint US session · Jul 15, 05:45 AM

    🇺🇸 SIA Global Billings $110.5B

    SIA Global Billings: $110.5B.

    Tagged US
  11. Market wrap AS · Jul 15, 05:30 AM

    Asia close: Nikkei +1.2%, KOSPI +7.85% — KOSPI +7.8% leads Asia

    KOSPI +7.8% leads Asia. Nikkei +1.2% · HSI +1.46%.

    Tagged RUBINHALOEURO-AIAW25JapanHong KongKoreaTaiwan
  12. Market note AH · Jul 14, 11:40 PM

    Money Temperature · Risk-on rally — 2 heating / 2 cooling

    Regime read: Risk-on rally (moderate). Largest swing: Duration Rotation -28.00 (cooling).
  13. Cross-asset AH · Jul 14, 10:00 PM

    Cross-asset day: VIX 16.5, DXY 100.94, 10Y 4.61% — risk-on regime

    VIX at 16.5 — risk-on.
  14. Market note AH · Jul 14, 09:18 PM

    Euro-AI 50 · 1-month leaders — ATS.VI +19.20% / BESI.AS -22.08%

    Through July 14, 2026: AT&S leads Euro-AI 50 over the last 21 sessions at +19.20%, BE Semiconductor trails at -22.08%. 55/65 constituents covered.
  15. Market note AH · Jul 14, 09:15 PM

    Euro-AI 50 · Daily leaders — MELE.BR +4.50% / ARM -7.55%

    Through July 14, 2026: Melexis leads Euro-AI 50 over the close at +4.50%, ARM Holdings trails at -7.55%. 55/65 constituents covered.
  16. Market note AH · Jul 14, 09:12 PM

    HALO 100 · 1-month leaders — VKTX +37.37% / FLNC -29.88%

    Through July 14, 2026: Viking Therapeutics leads HALO 100 over the last 21 sessions at +37.37%, Fluence Energy trails at -29.88%. 95/100 constituents covered.
  17. Market note AH · Jul 14, 09:09 PM

    HALO 100 · 1-month sector leaders — LONGEVITY +13.59% / SPACE -16.06%

    July 14, 2026: Longevity & Healthspan led HALO 100 over the last 21 sessions at +13.59% mean, Space & Satellite trailed at -16.06%.
  18. Market note AH · Jul 14, 09:06 PM

    HALO 100 · Sector flow — PAYMENTS +1.47% / NUCLEAR -4.72%

    July 14, 2026: Payments & Financial Infrastructure led HALO 100 over the close at +1.47% mean, Nuclear & Uranium trailed at -4.72%.
  19. Market note AH · Jul 14, 09:03 PM

    HALO 100 · Daily leaders — FWONA +7.10% / ASTS -7.83%

    Through July 14, 2026: Formula One Group leads HALO 100 over the close at +7.10%, AST SpaceMobile trails at -7.83%. 95/100 constituents covered.
  20. Market note AH · Jul 14, 08:59 PM

    Rubin 100 · 1-month leaders — DD +194.41% / 042700.KS -43.07%

    Through July 14, 2026: DuPont +194.41% over 21 sessions, Hanmi Semiconductor -43.07%.