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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.

All entries  ·  Methodology

  1. 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%.

  2. Earnings reaction AH · Jul 14, 08:30 PM

    3 universe earnings · July 14, 2026

    3 reports. 0 beats · 0 misses.

  3. Market wrap AH · Jul 14, 08:15 PM

    US close: S&P +0.43%, NDX +1.06% — TAIEX -2.0% drags Asia

    TAIEX -2.0% drags Asia. S&P +0.43% · NDX +1.06%.

  4. Big mover AS · Jul 14, 08:00 PM

    AAOI +12.13% — Applied Optoelectronics

    ▲ AAOI +12.13% on the day. In Rubin.

  5. Big mover AS · Jul 14, 08:00 PM

    TSEM +11.24% — Tower Semiconductor

    ▲ TSEM +11.24% on the day. In Rubin.

  6. Market wrap US session · Jul 14, 01:15 PM

    Into US open: S&P futures -0.77%, DAX -0.6% — TAIEX -2.0% drags Asia

    TAIEX -2.0% drags Asia. SPY -0.77% · VIX 16.9.

  7. The day ahead US session · Jul 14, 01:00 PM

    Tuesday setup · 0 macro · 3 universe earnings

    3 universe earnings reporting today. No major macro.

  8. Market wrap AS · Jul 14, 05:30 AM

    Asia close: Nikkei +0.09%, KOSPI -0.92% — TAIEX -2.0% drags Asia

    TAIEX -2.0% drags Asia. Nikkei +0.09% · HSI -0.47%.

  9. Market wrap AH · Jul 13, 08:15 PM

    US close: S&P -0.72%, NDX -1.42% — KOSPI -8.0% drags Asia

    KOSPI -8.0% drags Asia. S&P -0.72% · NDX -1.42%.

  10. Big mover AS · Jul 13, 08:00 PM

    000660.KS -15.37% — SK hynix

    ▼ 000660.KS -15.37% on the day. In Rubin.

  11. Big mover Europe session · Jul 13, 08:00 PM

    005930.KS -10.7% — Samsung Electronics

    ▼ 005930.KS -10.7% on the day. In Rubin.

  12. Big mover AS · Jul 13, 08:00 PM

    285A.T -12.86% — Kioxia

    ▼ 285A.T -12.86% on the day. In Rubin.

  13. Big mover US session · Jul 13, 08:00 PM

    4062.T -7.93% — Ibiden

    ▼ 4062.T -7.93% on the day. In Rubin.

  14. Big mover Europe session · Jul 13, 08:00 PM

    6488.TW +10% — GlobalWafers

    ▲ 6488.TW +10% on the day. In Rubin.

  15. Big mover AS · Jul 13, 08:00 PM

    6506.T -14.34% — Yaskawa Electric

    ▼ 6506.T -14.34% on the day. In Rubin.

  16. Big mover US session · Jul 13, 08:00 PM

    6981.T -8.05% — Murata Manufacturing

    ▼ 6981.T -8.05% on the day. In Rubin.

  17. Big mover Europe session · Jul 13, 08:00 PM

    ALAB -12.33% — Astera Labs

    ▼ ALAB -12.33% on the day. In Rubin.

  18. Big mover US session · Jul 13, 08:00 PM

    ARM -7.55% — ARM Holdings

    ▼ ARM -7.55% on the day. In Rubin / Euro-AI.

  19. Big mover Europe session · Jul 13, 08:00 PM

    CRDO -8.11% — Credo Technology

    ▼ CRDO -8.11% on the day. In Rubin.

  20. Big mover US session · Jul 13, 08:00 PM

    MRVL -7.75% — Marvell Technology

    ▼ MRVL -7.75% on the day. In Rubin.