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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.

AI-generated — produced automatically by Closelooknet’s systems under this site’s editorial policy.

All entries  ·  Methodology

Latest Rubin Build-Out 100 cards

  1. Market wrap AS · Oct 7, 05:30 AM

    Asia close: Nikkei -0.84%, KOSPI -1.09% — KOSPI -1.1% drags Asia

    KOSPI -1.1% drags Asia. Nikkei -0.84% · HSI -0.53%.

  2. Market wrap AH · Oct 6, 08:16 PM

    US close: S&P +0.71%, NDX +0.62% — KOSPI -1.3% drags Asia

    KOSPI -1.3% drags Asia. S&P +0.71% · NDX +0.62%.

  3. Big mover AS · Oct 6, 08:00 PM

    AEHR -11.74% — Aehr Test Systems

    ▼ AEHR -11.74% on the day. In Rubin.

  4. Big mover AS · Oct 6, 08:00 PM

    FN +7.78% — Fabrinet

    ▲ FN +7.78% on the day. In Rubin.

  5. Market wrap US session · Oct 6, 01:16 PM

    Into US open: S&P futures +0.67%, DAX +0.45% — KOSPI -1.3% drags Asia

    KOSPI -1.3% drags Asia. SPY +0.67% · VIX 15.3.

  6. Market wrap AS · Oct 6, 05:31 AM

    Asia close: Nikkei +0.77%, KOSPI -1.34% — KOSPI -1.3% drags Asia

    KOSPI -1.3% drags Asia. Nikkei +0.77% · HSI +0.78%.

  7. Earnings drift AH · Oct 5, 08:31 PM

    MU · PEAD → 0

    Micron Technology reported Q4 FY2026 EPS of $33.19 on 2026-09-30, beating the $31.41 consensus by $1.78 (+5.67%); year-over-year comparison is not available in the current data feed.

    Tagged MU000660.KS005930.KS285A.TRUBINNASDAQUS
  8. Earnings reaction AH · Oct 5, 08:31 PM

    1 universe earnings · October 5, 2026

    1 reports. 0 beats · 0 misses.

  9. Market wrap AH · Oct 5, 08:16 PM

    US close: S&P +0.69%, NDX +0.97% — TAIEX +2.4% leads Asia

    TAIEX +2.4% leads Asia. S&P +0.69% · NDX +0.97%.

  10. Big mover AH · Oct 5, 08:00 PM

    2308.TW +6.37% — Delta Electronics

    ▲ 2308.TW +6.37% on the day. In Rubin.

  11. Big mover AH · Oct 5, 08:00 PM

    6146.T +5.71% — DISCO Corp

    ▲ 6146.T +5.71% on the day. In Rubin.

  12. Big mover Europe session · Oct 5, 08:00 PM

    6723.T +8.03% — Renesas Electronics

    ▲ 6723.T +8.03% on the day. In Rubin.

  13. Big mover Europe session · Oct 5, 08:00 PM

    GUC +8.86% — Global Unichip

    ▲ GUC +8.86% on the day. In Rubin.

  14. Big mover AH · Oct 5, 08:00 PM

    LPK.DE -5.88% — LPKF Laser & Electronics

    ▼ LPK.DE -5.88% on the day. In Rubin.

  15. Big mover Europe session · Oct 5, 08:00 PM

    SPCX +7.63% — SpaceX / Starlink

    ▲ SPCX +7.63% on the day. In Rubin.

  16. Big mover AS · Oct 5, 08:00 PM

    SU.PA -9.97% — Schneider Electric

    ▼ SU.PA -9.97% on the day. In Rubin / HALO / Euro-AI.

  17. Big mover AH · Oct 5, 08:00 PM

    WDC +6.34% — Western Digital

    ▲ WDC +6.34% on the day. In Rubin.

  18. Market wrap US session · Oct 5, 01:16 PM

    Into US open: S&P futures +0.74%, DAX +0.18% — TAIEX +2.4% leads Asia

    TAIEX +2.4% leads Asia. SPY +0.74% · VIX 16.1.

  19. The day ahead US session · Oct 5, 01:01 PM

    Monday setup · 1 macro · 1 universe earnings

    1 macro print + 1 universe earnings on the calendar.

  20. Market wrap AS · Oct 5, 05:31 AM

    Asia close: Nikkei +2.09%, KOSPI +0.46% — TAIEX +2.4% leads Asia

    TAIEX +2.4% leads Asia. Nikkei +2.09% · HSI -0.08%.