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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 Closelook’s systems under this site’s editorial policy.

All entries  ·  Methodology

Latest Rubin Build-Out 100 cards

  1. Earnings reaction AH · Aug 27, 08:30 PM

    3 universe earnings · August 27, 2026

    3 reports. 0 beats · 0 misses.

    Tagged ADSKMRVLWDAYNASDAQRUBINAW25
  2. Market wrap AH · Aug 27, 08:15 PM

    US close: S&P +0.73%, NDX +1.41% — KOSPI +1.4% leads Asia

    KOSPI +1.4% leads Asia. S&P +0.73% · NDX +1.41%.

  3. Market wrap US session · Aug 27, 01:15 PM

    Into US open: S&P futures +0.02%, DAX +0.25% — KOSPI +1.4% leads Asia

    KOSPI +1.4% leads Asia. SPY +0.02% · VIX 15.1.

  4. The day ahead US session · Aug 27, 01:00 PM

    Thursday setup · 1 macro · 3 universe earnings

    1 macro print + 3 universe earnings on the calendar.

    Tagged ADSKMRVLWDAYNASDAQRUBINAW25US
  5. Market wrap AS · Aug 27, 05:30 AM

    Asia close: Nikkei -0.07%, KOSPI +1.35% — KOSPI +1.4% leads Asia

    KOSPI +1.4% leads Asia. Nikkei -0.07% · HSI -0.42%.

  6. Earnings reaction AH · Aug 26, 08:30 PM

    6 universe earnings · August 26, 2026

    6 reports. 1 beats · 0 misses.

    Tagged CRMCRWDNVDAPLABSNPSVEEVAW25NASDAQRUBIN
  7. Market wrap AH · Aug 26, 08:15 PM

    US close: S&P -0.05%, NDX -0.16% — KOSPI +2.0% leads Asia

    KOSPI +2.0% leads Asia. S&P -0.05% · NDX -0.16%.

  8. Big mover AS · Aug 26, 08:00 PM

    042700.KS +10.47% — Hanmi Semiconductor

    ▲ 042700.KS +10.47% on the day. In Rubin.

  9. Big mover Europe session · Aug 26, 08:00 PM

    3037.TW +5.94% — Unimicron

    ▲ 3037.TW +5.94% on the day. In Rubin.

  10. Big mover AS · Aug 26, 08:00 PM

    GUC +9.96% — Global Unichip

    ▲ GUC +9.96% on the day. In Rubin.

  11. Big mover Europe session · Aug 26, 08:00 PM

    LITE +6.04% — Lumentum

    ▲ LITE +6.04% on the day. In Rubin.

  12. Market wrap US session · Aug 26, 01:15 PM

    Into US open: S&P futures +0.32%, DAX +0.43% — KOSPI +2.0% leads Asia

    KOSPI +2.0% leads Asia. SPY +0.32% · VIX 15.7.

  13. The day ahead US session · Aug 26, 01:00 PM

    Wednesday setup · 0 macro · 6 universe earnings

    6 universe earnings reporting today. No major macro.

    Tagged CRMCRWDNVDAPLABSNPSVEEVAW25NASDAQRUBINUS
  14. Market wrap AS · Aug 26, 05:30 AM

    Asia close: Nikkei +0.64%, KOSPI +1.98% — KOSPI +2.0% leads Asia

    KOSPI +2.0% leads Asia. Nikkei +0.64% · HSI +0.68%.

  15. Earnings drift AH · Aug 25, 11:00 PM

    FN PEAD continuation: T+3 ↓SHORT confirmed at T+5 (CAR -24.49%)

    T+3 said ↓SHORT at -20.24% CAR; T+5 extends to -24.49%. Drift survived the classical post-earnings window.

  16. Market wrap AH · Aug 25, 08:15 PM

    US close: S&P +0.18%, NDX +0.46% — Asia close near flat

    Asia close near flat. S&P +0.18% · NDX +0.46%.

  17. Big mover Europe session · Aug 25, 08:00 PM

    4062.T +6.3% — Ibiden

    ▲ 4062.T +6.3% on the day. In Rubin.

  18. Big mover AS · Aug 25, 08:00 PM

    5801.T +10.34% — Furukawa Electric

    ▲ 5801.T +10.34% on the day. In Rubin.

  19. Big mover AH · Aug 25, 08:00 PM

    AAOI +5.13% — Applied Optoelectronics

    ▲ AAOI +5.13% on the day. In Rubin.

  20. Big mover AH · Aug 25, 08:00 PM

    ALGM +5.08% — Allegro MicroSystems

    ▲ ALGM +5.08% on the day. In Rubin.