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TickerTypeSentimentImpactSummaryDate
NLST8-Kbullish8/10Netlist entered into a comprehensive strategic alliance with Samsung, including a patent cross-license agreement with anAug 5, 2026
NAPRESS-RELEASEneutral3/10Nano Labs (NA) announced it has been approved as a Validator Node on the Canton Network, an institutional-grade blockchaAug 5, 2026
CRDOCLUSTERneutral3/10Two C-suite insiders at Credo Technology (CRDO) sold a combined ~$1.57M in open-market sales on July 31, 2026. The COO aAug 4, 2026
KLACCLUSTERneutral2/10Two KLAC insiders (SVP & CAO Kirloskar and EVP & CLO Wilkinson) sold a combined $1.12M in open-market shares on August 4Aug 4, 2026
ALAB8-Kbullish8/10Astera Labs reported a record Q2 2026 with revenue of $392.4M (+104% YoY, +27% QoQ), beating consensus of $360.8M by 8.8Aug 4, 2026
IPGPCLUSTERneutral2/10Two IPG Photonics insiders (IP Fibre Devices Ltd, a 10% owner, and Director Eugene Scherbakov) sold a total of $2.3M in Aug 4, 2026
AMDPRESS-RELEASEbullish7/10AMD reported Q2 2026 revenue of $11.5B, up 50% YoY, and non-GAAP EPS of $1.66, beating the consensus estimate of $1.61 bAug 4, 2026
SQNS6-Kmixed6/10Sequans Communications reported Q2 2026 revenue of $7.5M, beating guidance and up 23% QoQ, driven by 84% YoY product salAug 4, 2026
Q8-Kbullish7/10Qnity Electronics reported Q2 2026 adjusted EPS of $1.19, a 12.3% beat vs $1.06 consensus, on revenue of $1.429B (+22% YAug 4, 2026
STM6-Kneutral2/10STMicroelectronics filed a 6-K disclosing the repurchase of 206,011 ordinary shares (0.02% of issued capital) for EUR 9.Aug 4, 2026
IPGP8-Kbullish7/10IPG Photonics reported Q2 2026 revenue of $278.6M (+11% YoY), above the midpoint of guidance, and adjusted EPS of $0.58,Aug 4, 2026
SHLS8-Kbullish6/10Shoals Technologies Group reported Q2 2026 results with adjusted diluted EPS of $0.12 beating consensus of $0.10 by 20% Aug 4, 2026
ON8-Kbullish7/10ON Semiconductor reported Q2 2026 revenue of $1.604B (+9% YoY) and non-GAAP EPS of $0.74, beating consensus estimates ofAug 3, 2026
UCTTPRESS-RELEASEbullish8/10Ultra Clean Holdings crushed Q2 2026 expectations with non-GAAP EPS of $0.70 (32% above $0.53 consensus) on revenue of $Aug 3, 2026
ONPRESS-RELEASEbullish6/10onsemi reported Q2 2026 revenue of $1.604B (+9% YoY) and non-GAAP EPS of $0.74, beating consensus estimates of $0.72 by Aug 3, 2026
POET6-Kneutral2/10POET Technologies announced the appointment of Dr. Bardia Pezeshki and Jean F. Rankin to its Board of Directors, effectiAug 3, 2026
SWKS8-Kbullish6/10Skyworks updated the status of regulatory approvals for its pending merger with Qorvo. The U.S. FTC's HSR waiting periodAug 3, 2026
QRVO425bullish6/10Skyworks Solutions filed a Rule 425 communication updating the regulatory status of its pending merger with Qorvo. The UAug 3, 2026
ASX6-Kbullish7/10ASE Technology reported a strong Q1 2026 with revenue up 17.2% YoY to $5.42B and net profit surging 87% YoY to $454M, drAug 3, 2026
SPCBPRESS-RELEASEbullish4/10SuperCom wins its second electronic monitoring contract in Ohio, displacing an incumbent of more than a decade. The counAug 3, 2026
SWKSS-3ASRneutral3/10Skyworks Solutions filed an automatic shelf registration statement (S-3ASR) on August 3, 2026, registering common stock Aug 3, 2026
AVGOPRESS-RELEASEneutral1/10Broadcom Inc. announced it will report its fiscal Q3 2026 results on September 2, 2026.Aug 3, 2026
SMTK8-Kmixed7/10SmartKem (SMTK) has entered into a definitive Business Combination Agreement to acquire Ferrox Critical Minerals in an aAug 3, 2026
AMDINST-CLUSTERbullish6/10In Q2 2026, 15 active asset managers accumulated $3.29B in new AMD position value, led by Swedbank Ab ($1.78B increase) Aug 2, 2026
AMKRINST-CLUSTERbullish6/10A cluster of 9 institutional investors accumulated $34.6M in Amkor Technology during Q2 2026, with zero sellers. The buyAug 2, 2026
AAOIINST-CLUSTERmixed4/10Institutional activity in AAOI during 2026-Q2 was mixed: 5 smaller asset managers added positions totaling $12.5M in newAug 1, 2026
VLN6-Kneutral2/10Valens Semiconductor announced the appointment of Dean Martin as SVP, Head of the Automotive Business Unit, effective SeJul 31, 2026
SKYT25-NSEbullish8/10Nasdaq filed a 25-NSE notification to remove SkyWater Technology (SKYT) from listing and registration, effective July 31Jul 31, 2026
SKYT8-Kbullish8/10SkyWater Technology, Inc. was acquired by IonQ, Inc. in a two-step merger completed on July 31, 2026. Each share of SKYTJul 31, 2026
VLN6-Kneutral2/10Valens Semiconductor filed a 6-K reporting that shareholders approved all proposals at the July 30, 2026 annual general Jul 30, 2026
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