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| Ticker | Type | Sentiment | Impact | Summary | Date |
|---|---|---|---|---|---|
| MRCY | CLUSTER | bearish | 6/10 | No summary provided | Sep 15, 2026 |
| NVDA | COURT-RULING | bullish | 5/10 | The court granted NVIDIA's motion for summary judgment on plaintiffs' request for legal damages, dismissing the damages | Sep 15, 2026 |
| QUIK | CLUSTER | bearish | 4/10 | Four insiders at QuickLogic, including the CEO, CFO, and CTO, sold a total of ~$584K in open-market sales on September 1 | Sep 15, 2026 |
| ICHR | CLUSTER | neutral | 3/10 | Two ICHR insiders, Director Iain MacKenzie and CFO Greg Swyt, sold a combined $999K in open-market sales over a one-week | Sep 15, 2026 |
| QRVO | CLUSTER | neutral | 2/10 | Two Qorvo insiders sold a combined $290K in open-market transactions, with the bulk ($285K) from SVP Paul Fego. The doll | Sep 15, 2026 |
| SLAB | PRESS-RELEASE | neutral | 2/10 | Silicon Labs announced the executive keynote lineup for its Works With Summit 2026, an invitation-only IoT industry even | Sep 15, 2026 |
| TSEM | 6-K | neutral | 2/10 | Tower Semiconductor announced its participation in ECOC 2026, where it will showcase its high-volume Silicon Photonics a | Sep 15, 2026 |
| QUIK | CLUSTER | neutral | 4/10 | The CEO and CTO of QuickLogic collectively sold $437K in open-market shares on September 10, 2026, at ~$10.80 per share. | Sep 15, 2026 |
| SMTC | CLUSTER | neutral | 4/10 | Semtech Corp (SMTC) insiders, including the CEO and a director, sold shares totaling $495K in early September 2026. The | Sep 15, 2026 |
| SITM | CLUSTER | neutral | 2/10 | CEO Rajesh Vashist and another executive sold a combined $9.12M in SITM stock over a 3-day window, with the CEO alone se | Sep 14, 2026 |
| LAES | PRESS-RELEASE | neutral | 3/10 | SEALSQ Corp issued a press release announcing the formation of a working group to examine how obligations should evolve | Sep 14, 2026 |
| QRVO | 144 | neutral | 2/10 | Paul J. Fego, an officer of Qorvo, filed a Form 144 notice on September 14, 2026, indicating intent to sell 2,500 shares | Sep 14, 2026 |
| LAES | 6-K | mixed | 5/10 | SEALSQ Corp reported H1 2026 unaudited results showing net sales of $11.15M, up 131% YoY from $4.83M, driven by the new | Sep 14, 2026 |
| SMTK | 8-K | bullish | 6/10 | SmartKem, Inc. (SMTK) received formal notice from Nasdaq Staff on September 10, 2026, confirming that its common stock c | Sep 14, 2026 |
| WOLF | DEFA14A | neutral | 2/10 | Wolfspeed filed additional definitive proxy soliciting materials (DEFA14A) related to its upcoming shareholder meeting. | Sep 11, 2026 |
| QRVO | 425 | neutral | 5/10 | Skyworks CEO Phil Brace provided a deal status update at the Goldman Sachs conference, confirming the HSR/FTC waiting pe | Sep 11, 2026 |
| LAES | 6-K | mixed | 6/10 | SEALSQ reported H1 2026 revenue of $11.2M (+131% YoY) and reaffirmed FY2026 guidance of $27M-$36M, but net loss widened | Sep 11, 2026 |
| ADI | CLUSTER | neutral | 2/10 | A cluster of insider selling at Analog Devices over a 7-day window, led by CEO Vincent Roche selling $3.56M in open-mark | Sep 11, 2026 |
| AIP | CLUSTER | bearish | 5/10 | Three insiders at Arteris, including the CEO and a 10% owner, sold a combined $4.23M in stock on September 1, 2026, repr | Sep 11, 2026 |
| AAOI | CLUSTER | neutral | 2/10 | Two AAOI insiders, including CFO Stefan Murry and director Fred Chang, sold a combined $3.97M in open-market sales over | Sep 11, 2026 |
| LRCX | CLUSTER | neutral | 2/10 | Three LRCX insiders, including CEO Timothy Archer and a director, sold a combined $18.4M in open-market shares over a 7- | Sep 11, 2026 |
| LASR | CLUSTER | bearish | 5/10 | CEO Scott Keeney sold ~$8.86M worth of LASR shares over a 5-day window, with CFO Joseph Corso and CAO James Nias also se | Sep 10, 2026 |
| MPWR | PRESS-RELEASE | neutral | 2/10 | Monolithic Power Systems declared a Q3 dividend of $2.00 per share, payable October 15, 2026 to shareholders of record S | Sep 10, 2026 |
| MRVL | ANALYST-UPGRADE | bullish | 4/10 | Piper Sandler initiates coverage on Marvell Technology (MRVL) with an Overweight rating and a $270 price target, implyin | Sep 10, 2026 |
| LRCX | CLUSTER | neutral | 2/10 | Two LRCX insiders (a director and a senior VP) sold a combined $8.83M in open-market shares over a 7-day window. The tot | Sep 10, 2026 |
| AVGO | ANALYST-UPGRADE | bullish | 4/10 | Piper Sandler initiated coverage on Broadcom Inc. (AVGO) at Overweight with a $460 price target, representing 26.2% upsi | Sep 10, 2026 |
| QCOM | ANALYST-UPGRADE | neutral | 1/10 | Piper Sandler initiated coverage on QCOM at Neutral with a $190 price target, implying 7.7% upside from the current $176 | Sep 10, 2026 |
| NVDA | ANALYST-UPGRADE | bullish | 4/10 | Piper Sandler initiated coverage on NVDA with an Overweight rating and a $300 price target, implying 34.1% upside from t | Sep 10, 2026 |
| Q | 8-K | neutral | 4/10 | Qnity Electronics disclosed a $43 million indemnification liability related to a PFAS settlement agreement entered into | Sep 10, 2026 |
| TSM | 6-K | bullish | 6/10 | TSMC reported August 2026 net revenue of NT$514.81 billion, up 53.3% YoY and 10.1% MoM, with year-to-date revenue up 39. | Sep 10, 2026 |