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TickerTypeSentimentImpactSummaryDate
JKS6-Kbearish6/10JinkoSolar reported Q2 2026 results with a 31.3% YoY revenue decline to RMB12.36B and a net loss of RMB697.3M, while alsAug 26, 2026
MU8-Kneutral2/10Micron announced the promotion of Manish Bhatia to President and COO and Dr. Scott DeBoer to President and Chief TechnolAug 26, 2026
PLAB8-Kbullish6/10Photronics (PLAB) reported Q3 FY2026 non-GAAP EPS of $0.50, a 24% beat vs. the $0.40 consensus, on revenue of $216.0M (+Aug 26, 2026
MUCLUSTERneutral4/10CEO Sanjay Mehrotra executed a massive cluster of 20 open-market sales on a single day (Aug 21, 2026), totaling ~$28.3M,Aug 26, 2026
MPWRCOURT-RULINGbullish6/10Monolithic Power Systems (MPWR) won a significant motion to dismiss in the Lenk v. Monolithic Power Systems lawsuit, witAug 25, 2026
MRCYCLUSTERbearish5/10A cluster of insider selling at Mercury Systems (MRCY) shows the CEO, CFO, and other top executives collectively sold ~$Aug 25, 2026
WOLF8-Kneutral2/10Wolfspeed filed an 8-K reporting that Renesas Electronics Corporation's board representative, Aris Bolisay, will resign Aug 25, 2026
SITMCLUSTERneutral2/10Two SITM directors sold a combined ~$1.0M in open-market sales on August 17, 2026, while the CEO, CFO, and other executiAug 25, 2026
TSM6-Kneutral2/10TSMC filed a routine monthly 6-K for July 2026, reporting minor insider share purchases by two vice presidents (5,000 shAug 25, 2026
STM6-Kneutral2/10STMicroelectronics filed a 6-K reporting routine weekly share repurchase transactions under its existing buyback programAug 25, 2026
NVTS8-Kmixed7/10Navitas Semiconductor Corp announced a definitive agreement to acquire Claros, Inc. for an estimated aggregate purchase Aug 25, 2026
NVTSPRESS-RELEASEbullish7/10Navitas Semiconductor announced a definitive agreement to acquire Claros, Inc., a developer of vertical power delivery (Aug 24, 2026
SITMCLUSTERneutral3/10Two SITM directors sold a combined ~$1.0M in open-market sales on August 17, 2026, while six executives (including the CAug 24, 2026
GFSCLUSTERneutral2/10Two GFS insiders (Chief Legal Officer and Chief People Officer) sold a combined $362K in open-market sales over a 7-day Aug 24, 2026
NVDAPRESS-RELEASEbullish7/10NVIDIA announced that SpaceXAI will deploy its new Vera CPUs and Vera Rubin platform for agentic AI workloads, includingAug 24, 2026
FORMINST-CLUSTERbullish6/10A large institutional cluster in FORM shows a strong net-buying bias with 35 buyers accumulating $568.1M in new positionAug 22, 2026
MRCYCLUSTERneutral3/10Five senior insiders at Mercury Systems, including the CEO, CFO, and CLO, sold a total of ~$3.91M in open-market sales oAug 22, 2026
INDICLUSTERneutral2/10Two insiders at indie Semiconductor sold a combined $418K in shares over a one-week window, with the COO selling $174K aAug 21, 2026
PRSO8-Kneutral2/10Peraso Inc. filed an 8-K reporting that its Compensation Committee approved a 5% retroactive base salary increase for itAug 21, 2026
NVDACOURT-RULINGneutral1/10The court approved a joint stipulation extending fact discovery by 30 days in the long-running NVIDIA securities class aAug 21, 2026
AMDCLUSTERneutral3/10AMD CEO Lisa Su and CTO Mark Papermaster sold a combined ~$20.9M in open-market shares over a 7-day window, coinciding wAug 21, 2026
SMTCCLUSTERneutral3/10Two Semtech insiders, including the EVP & COO, sold a combined $818K in open-market sales over a 3-day window. The COO'sAug 21, 2026
ONS-4neutral6/10ON Semiconductor (ON) filed a preliminary S-4 registration statement in connection with its proposed all-stock acquisitiAug 21, 2026
SYNA425neutral3/10Synaptics CFO Ken Rizvi resigned effective immediately to pursue another opportunity, with no successor search planned dAug 21, 2026
MRVLANALYST-UPGRADEbullish4/10BMO Capital initiated coverage on Marvell Technology (MRVL) at Outperform with a $250 price target, essentially in line Aug 21, 2026
AXTIINST-CLUSTERbullish5/1020 institutional buyers accumulated $490.2M in AXTI during Q2 2026, while 9 sellers reduced by $120M, resulting in a netAug 21, 2026
NVDAANALYST-UPGRADEbullish4/10BMO Capital initiated coverage on NVDA at Outperform with a $340 price target, implying 56.8% upside from the current $2Aug 21, 2026
AMDANALYST-UPGRADEmixed2/10BMO Capital initiated coverage on AMD with an Outperform rating and a $550 price target, implying 17% upside from the cuAug 21, 2026
Q8-Kneutral3/10Qnity Electronics appointed Ken Rizvi as permanent CFO, effective October 1, 2026, replacing interim CFO Michael Goss whAug 21, 2026
SYNA8-Kneutral3/10CFO Ken Rizvi resigned effective immediately to pursue another opportunity, and the company will not search for a succesAug 21, 2026
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