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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The feed updates as cards land. Tape generators run weekdays on the cron schedule documented in the methodology.
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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%.
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Earnings reaction AH · Jul 14, 08:30 PM
3 universe earnings · July 14, 2026
3 reports. 0 beats · 0 misses.
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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%.
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Big mover AS · Jul 14, 08:00 PM
AAOI +12.13% — Applied Optoelectronics
▲ AAOI +12.13% on the day. In Rubin.
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Big mover AS · Jul 14, 08:00 PM
TSEM +11.24% — Tower Semiconductor
▲ TSEM +11.24% on the day. In Rubin.
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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.
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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.
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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%.
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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%.
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Big mover AS · Jul 13, 08:00 PM
000660.KS -15.37% — SK hynix
▼ 000660.KS -15.37% on the day. In Rubin.
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Big mover Europe session · Jul 13, 08:00 PM
005930.KS -10.7% — Samsung Electronics
▼ 005930.KS -10.7% on the day. In Rubin.
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Big mover AS · Jul 13, 08:00 PM
285A.T -12.86% — Kioxia
▼ 285A.T -12.86% on the day. In Rubin.
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Big mover US session · Jul 13, 08:00 PM
4062.T -7.93% — Ibiden
▼ 4062.T -7.93% on the day. In Rubin.
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Big mover Europe session · Jul 13, 08:00 PM
6488.TW +10% — GlobalWafers
▲ 6488.TW +10% on the day. In Rubin.
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Big mover AS · Jul 13, 08:00 PM
6506.T -14.34% — Yaskawa Electric
▼ 6506.T -14.34% on the day. In Rubin.
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Big mover US session · Jul 13, 08:00 PM
6981.T -8.05% — Murata Manufacturing
▼ 6981.T -8.05% on the day. In Rubin.
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Big mover Europe session · Jul 13, 08:00 PM
ALAB -12.33% — Astera Labs
▼ ALAB -12.33% on the day. In Rubin.
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Big mover US session · Jul 13, 08:00 PM
ARM -7.55% — ARM Holdings
▼ ARM -7.55% on the day. In Rubin / Euro-AI.
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Big mover Europe session · Jul 13, 08:00 PM
CRDO -8.11% — Credo Technology
▼ CRDO -8.11% on the day. In Rubin.
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Big mover US session · Jul 13, 08:00 PM
MRVL -7.75% — Marvell Technology
▼ MRVL -7.75% on the day. In Rubin.