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.
AI-generated — produced automatically by Closelook’s systems under this site’s editorial policy.
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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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Earnings drift AH · Aug 3, 09:32 PM
LRCX · PEAD ↑ 70
Lam Research reported Q4 FY2026 EPS of $1.82 on 2026-07-29, beating the $1.69 consensus by $0.13 (+7.7%).
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Earnings drift AH · Aug 3, 09:03 PM
FORM · PEAD ↑ 80
FormFactor reported Q2 2026 EPS of $0.74 on 2026-07-29, beating the $0.51 consensus by $0.23 (+45.1%).
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Earnings drift AH · Aug 3, 08:37 PM
ARM · PEAD ↓ 61
ARM Holdings reported Q1 FY2027 EPS of $0.20 on 2026-07-29 (after market close), beating the $0.18 consensus by $0.02 (+11.1%); prior-year comparable EPS was not available in the data feed.
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Earnings drift AH · Aug 3, 08:36 PM
APH · PEAD ↑ 100
Amphenol reported Q2 2026 EPS of $1.35 on 2026-07-29, beating the $1.19 consensus by $0.16 (+13.4%).
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Earnings reaction AH · Aug 3, 08:30 PM
8 universe earnings AMC · August 3, 2026
8 reports AMC session. 0 beats · 0 misses.
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Market wrap AH · Aug 3, 08:15 PM
US close: S&P +1.46%, NDX +2.23% — KOSPI -4.9% drags Asia
KOSPI -4.9% drags Asia. S&P +1.46% · NDX +2.23%.
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Economic data US session · Aug 3, 01:15 PM
Into US open: S&P futures +0.72%, DAX +1.34% — FOMC 3.75 %
FOMC 3.75 %. SPY +0.72% · VIX 16.1.
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Earnings drift Europe session · Aug 3, 01:01 PM
000660.KS PEAD T+3: +1.1% cumulative — SK hynix
Three-day drift: +1.1% cumulative vs pre-print baseline. The PEAD window's tell on whether the print is being absorbed or fought.
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The day ahead US session · Aug 3, 01:00 PM
Monday setup · 1 macro · 8 universe earnings
1 macro print + 8 universe earnings on the calendar.
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Earnings drift Europe session · Aug 3, 11:33 AM
2308.TW · PEAD → 0
Delta Electronics reported Q2 2026 EPS of TWD 9.67 on 2026-07-29, missing the TWD 9.79 consensus by TWD 0.12 (-1.2%).
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Earnings drift Europe session · Aug 3, 11:32 AM
0522.HK · PEAD → 0
ASMPT reported Q2 2026 EPS of HKD 1.53 on 2026-07-29, beating the HKD 0.80 consensus by HKD 0.73 (+91.25%).
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Earnings drift Europe session · Aug 3, 11:32 AM
000660.KS · PEAD → 0
SK hynix reported Q2 2026 results on 2026-07-29 (before market open); consensus EPS was ₩70,955.55 — actual EPS not yet in our feed.
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Market wrap AS · Aug 3, 05:30 AM
Asia close: Nikkei -0.96%, KOSPI -4.91% — KOSPI -4.9% drags Asia
KOSPI -4.9% drags Asia. Nikkei -0.96% · HSI +0.04%.
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Weekly recap AH · Aug 1, 06:00 PM
Week of Jul 26–Aug 1 · Money Temp Mixed / transitional
AMKR -23.2% leads the week. 91 earnings · 1 macro · Temp 50/100.
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Big mover AS · Jul 31, 08:00 PM
000660.KS +29.95% — SK hynix
▲ 000660.KS +29.95% on the day. In Rubin.
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Big mover AS · Jul 31, 08:00 PM
005930.KS +26.81% — Samsung Electronics
▲ 005930.KS +26.81% on the day. In Rubin.
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Big mover AS · Jul 31, 08:00 PM
042700.KS +27.98% — Hanmi Semiconductor
▲ 042700.KS +27.98% on the day. In Rubin.
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Big mover Europe session · Jul 31, 08:00 PM
285A.T +17.72% — Kioxia
▲ 285A.T +17.72% on the day. In Rubin.
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Big mover Europe session · Jul 31, 08:00 PM
3436.T +17.52% — Sumco
▲ 3436.T +17.52% on the day. In Rubin.
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Big mover AH · Jul 31, 08:00 PM
4004.T +13.2% — Resonac
▲ 4004.T +13.2% on the day. In Rubin.