Tape · Index
HALO 100 — News & analysis
Updates on the HALO 100 functional growth index — energy transition, space, defense, nuclear, nearshoring, and adjacent compounders.
AI-generated — produced automatically by Closelook’s systems under this site’s editorial policy.
Latest HALO 100 cards
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Weekly recap AH · Aug 8, 06:00 PM
Week of Aug 2–Aug 8 · Money Temp Mixed / transitional
TEAM +47.6% leads the week. 90 earnings · 2 macro · Temp 63/100.
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Earnings drift AH · Aug 6, 11:00 PM
FSLR PEAD continuation: T+3 ↑LONG confirmed at T+5 (CAR +17.18%)
T+3 said ↑LONG at +16.54% CAR; T+5 extends to +17.18%. Drift survived the classical post-earnings window.
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Earnings drift AH · Aug 6, 11:00 PM
REGN PEAD continuation: T+3 ↑LONG confirmed at T+5 (CAR +5.67%)
T+3 said ↑LONG at +3.64% CAR; T+5 extends to +5.67%. Drift survived the classical post-earnings window.
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Earnings drift AH · Aug 6, 11:00 PM
SU.PA PEAD continuation: T+3 ↑LONG confirmed at T+5 (CAR +11.7%)
T+3 said ↑LONG at +10.79% CAR; T+5 extends to +11.7%. Drift survived the classical post-earnings window.
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Earnings drift AH · Aug 6, 09:02 PM
VRTX · PEAD → 0
Vertex Pharma reported Q2 2026 EPS of $4.20 on 2026-08-03 (after market close), beating the $4.15 consensus by $0.05 (+1.2%).
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Earnings drift AH · Aug 6, 08:32 PM
MELI · PEAD ↓ 34
MercadoLibre reported Q2 2026 EPS of $9.19 on 2026-08-03, beating the $8.69 consensus by $0.50 (+5.8%).
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Earnings drift AH · Aug 6, 08:31 PM
BWXT · PEAD ↓ 21
BWX Technologies reported Q2 2026 EPS of $1.07 on 2026-08-03, beating the $1.01 consensus by $0.06 (+5.9%).
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Earnings reaction AH · Aug 6, 08:30 PM
12 universe earnings AMC · August 6, 2026
12 reports AMC session. 0 beats · 0 misses.
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Market wrap AH · Aug 6, 08:15 PM
US close: S&P -0.24%, NDX -0.04% — KOSPI -4.5% drags Asia
KOSPI -4.5% drags Asia. S&P -0.24% · NDX -0.04%.
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Earnings reaction Europe session · Aug 6, 01:30 PM
20 universe earnings BMO · August 6, 2026
20 reports BMO session. 2 beats · 1 misses.
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Economic data US session · Aug 6, 01:15 PM
Into US open: S&P futures -0.2%, DAX +0.17% — BoJ rate 1 %
BoJ rate 1 %. SPY -0.2% · VIX 15.8.
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The day ahead US session · Aug 6, 01:00 PM
Thursday setup · 1 macro · 32 universe earnings
1 macro print + 32 universe earnings on the calendar.
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Watchpoint AS · Aug 6, 05:46 AM
🇰🇷 Korea Exports 62.8 ▼
Korea Exports: 62.8 vs prior 70.7 (down vs prior).
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Watchpoint AS · Aug 6, 05:46 AM
🇰🇷 Korea Trade Balance 30.32 ▼
Korea Trade Balance: 30.32 vs prior 36.09 (down vs prior).
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Market wrap AS · Aug 6, 05:30 AM
Asia close: Nikkei -1.19%, KOSPI -4.5% — KOSPI -4.5% drags Asia
KOSPI -4.5% drags Asia. Nikkei -1.19% · HSI -1.75%.
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Earnings drift AH · Aug 5, 11:00 PM
CMG PEAD reversal: T+3 ↑LONG faded — T+5 closes -0.95%
T+3 said ↑LONG at +9.52% CAR; T+5 reverses to -0.95%. The market re-priced the print.
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Earnings drift AH · Aug 5, 09:32 PM
IVN.TO · PEAD → 0
Ivanhoe Mines reported Q2 2026 EPS of $0.042 on 2026-07-29, missing the $0.05 consensus by 16%.
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Earnings drift AH · Aug 5, 09:32 PM
VIE.PA · PEAD ↓ 62
Veolia reported Q2 2026 results on 2026-07-30 (after market close); EPS actuals are not yet in our data feed.
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Earnings drift AH · Aug 5, 09:31 PM
SYK · PEAD ↓ 80
Stryker reported Q2 2026 EPS of $3.69 on 2026-07-30, beating the $3.46 consensus by $0.23 (+6.6%) — a solid beat that the market nonetheless penalized over the subsequent three sessions.
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Earnings drift AH · Aug 5, 09:02 PM
SU.PA · PEAD ↑ 100
Schneider Electric reported Q2 2026 results on 2026-07-30; EPS actuals are not yet in our data feed.