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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.
Latest Rubin Build-Out 100 cards
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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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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
ALGM PEAD continuation: T+3 ↓SHORT confirmed at T+5 (CAR -4.78%)
T+3 said ↓SHORT at -4.22% CAR; T+5 extends to -4.78%. Drift survived the classical post-earnings window.
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Earnings drift AH · Aug 6, 11:00 PM
IFCN.SW PEAD continuation: T+3 ↑LONG confirmed at T+5 (CAR +14.45%)
T+3 said ↑LONG at +13.66% CAR; T+5 extends to +14.45%. 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
STRL · PEAD ↓ 80
Sterling Infrastructure reported Q2 2026 EPS of $5.60 on 2026-08-03 (after market close), beating the $5.00 consensus by $0.60 (+12.0%).
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Earnings drift AH · Aug 6, 09:02 PM
POWL · PEAD ↓ 15
Powell Industries reported Q3 FY2026 EPS of $1.42 on 2026-08-03, missing the $1.49 consensus by $0.07 (-4.7%); no prior-year comparable available in the current data feed.
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Earnings drift AH · Aug 6, 08:32 PM
ON · PEAD ↓ 84
onsemi reported Q2 2026 EPS of $0.74 on 2026-08-03, beating the $0.72 consensus by $0.02 (+2.8%).
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Earnings drift AH · Aug 6, 08:31 PM
AEIS · PEAD ↑ 70
Advanced Energy reported Q2 2026 EPS of $2.28 on 2026-08-03, beating the $1.85 consensus by $0.43 (+23.2%).
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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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Economic data AS · Aug 6, 05:45 AM
🇯🇵 BoJ rate 1 % =
BoJ rate 1 % (vs prior, flat).
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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
APH PEAD continuation: T+3 ↑LONG confirmed at T+5 (CAR +15.83%)
T+3 said ↑LONG at +11.28% CAR; T+5 extends to +15.83%. Drift survived the classical post-earnings window.
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Earnings drift AH · Aug 5, 11:00 PM
ARM PEAD reversal: T+3 ↓SHORT faded — T+5 closes +8.29%
T+3 said ↓SHORT at -4.59% CAR; T+5 reverses to +8.29%. The market re-priced the print.
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Earnings drift AH · Aug 5, 11:00 PM
FORM PEAD continuation: T+3 ↑LONG confirmed at T+5 (CAR +25.8%)
T+3 said ↑LONG at +21.05% CAR; T+5 extends to +25.8%. Drift survived the classical post-earnings window.
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Earnings drift AH · Aug 5, 11:00 PM
IFCN.SW PEAD continuation: T+3 ↑LONG confirmed at T+5 (CAR +9.07%)
T+3 said ↑LONG at +7.33% CAR; T+5 extends to +9.07%. Drift survived the classical post-earnings window.
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Earnings drift AH · Aug 5, 11:00 PM
LRCX PEAD continuation: T+3 ↑LONG confirmed at T+5 (CAR +10.12%)
T+3 said ↑LONG at +7% CAR; T+5 extends to +10.12%. Drift survived the classical post-earnings window.