| NLST | 8-K | bullish | 8/10 | Netlist entered into a comprehensive strategic alliance with Samsung, including a patent cross-license agreement with an | Aug 5, 2026 |
| NA | PRESS-RELEASE | neutral | 3/10 | Nano Labs (NA) announced it has been approved as a Validator Node on the Canton Network, an institutional-grade blockcha | Aug 5, 2026 |
| CRDO | CLUSTER | neutral | 3/10 | Two C-suite insiders at Credo Technology (CRDO) sold a combined ~$1.57M in open-market sales on July 31, 2026. The COO a | Aug 4, 2026 |
| KLAC | CLUSTER | neutral | 2/10 | Two KLAC insiders (SVP & CAO Kirloskar and EVP & CLO Wilkinson) sold a combined $1.12M in open-market shares on August 4 | Aug 4, 2026 |
| ALAB | 8-K | bullish | 8/10 | Astera Labs reported a record Q2 2026 with revenue of $392.4M (+104% YoY, +27% QoQ), beating consensus of $360.8M by 8.8 | Aug 4, 2026 |
| IPGP | CLUSTER | neutral | 2/10 | Two IPG Photonics insiders (IP Fibre Devices Ltd, a 10% owner, and Director Eugene Scherbakov) sold a total of $2.3M in | Aug 4, 2026 |
| AMD | PRESS-RELEASE | bullish | 7/10 | AMD reported Q2 2026 revenue of $11.5B, up 50% YoY, and non-GAAP EPS of $1.66, beating the consensus estimate of $1.61 b | Aug 4, 2026 |
| SQNS | 6-K | mixed | 6/10 | Sequans Communications reported Q2 2026 revenue of $7.5M, beating guidance and up 23% QoQ, driven by 84% YoY product sal | Aug 4, 2026 |
| Q | 8-K | bullish | 7/10 | Qnity Electronics reported Q2 2026 adjusted EPS of $1.19, a 12.3% beat vs $1.06 consensus, on revenue of $1.429B (+22% Y | Aug 4, 2026 |
| STM | 6-K | neutral | 2/10 | STMicroelectronics filed a 6-K disclosing the repurchase of 206,011 ordinary shares (0.02% of issued capital) for EUR 9. | Aug 4, 2026 |
| IPGP | 8-K | bullish | 7/10 | IPG Photonics reported Q2 2026 revenue of $278.6M (+11% YoY), above the midpoint of guidance, and adjusted EPS of $0.58, | Aug 4, 2026 |
| SHLS | 8-K | bullish | 6/10 | Shoals Technologies Group reported Q2 2026 results with adjusted diluted EPS of $0.12 beating consensus of $0.10 by 20% | Aug 4, 2026 |
| ON | 8-K | bullish | 7/10 | ON Semiconductor reported Q2 2026 revenue of $1.604B (+9% YoY) and non-GAAP EPS of $0.74, beating consensus estimates of | Aug 3, 2026 |
| UCTT | PRESS-RELEASE | bullish | 8/10 | Ultra Clean Holdings crushed Q2 2026 expectations with non-GAAP EPS of $0.70 (32% above $0.53 consensus) on revenue of $ | Aug 3, 2026 |
| ON | PRESS-RELEASE | bullish | 6/10 | onsemi 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 |
| POET | 6-K | neutral | 2/10 | POET Technologies announced the appointment of Dr. Bardia Pezeshki and Jean F. Rankin to its Board of Directors, effecti | Aug 3, 2026 |
| SWKS | 8-K | bullish | 6/10 | Skyworks updated the status of regulatory approvals for its pending merger with Qorvo. The U.S. FTC's HSR waiting period | Aug 3, 2026 |
| QRVO | 425 | bullish | 6/10 | Skyworks Solutions filed a Rule 425 communication updating the regulatory status of its pending merger with Qorvo. The U | Aug 3, 2026 |
| ASX | 6-K | bullish | 7/10 | ASE Technology reported a strong Q1 2026 with revenue up 17.2% YoY to $5.42B and net profit surging 87% YoY to $454M, dr | Aug 3, 2026 |
| SPCB | PRESS-RELEASE | bullish | 4/10 | SuperCom wins its second electronic monitoring contract in Ohio, displacing an incumbent of more than a decade. The coun | Aug 3, 2026 |
| SWKS | S-3ASR | neutral | 3/10 | Skyworks Solutions filed an automatic shelf registration statement (S-3ASR) on August 3, 2026, registering common stock | Aug 3, 2026 |
| AVGO | PRESS-RELEASE | neutral | 1/10 | Broadcom Inc. announced it will report its fiscal Q3 2026 results on September 2, 2026. | Aug 3, 2026 |
| SMTK | 8-K | mixed | 7/10 | SmartKem (SMTK) has entered into a definitive Business Combination Agreement to acquire Ferrox Critical Minerals in an a | Aug 3, 2026 |
| AMD | INST-CLUSTER | bullish | 6/10 | In Q2 2026, 15 active asset managers accumulated $3.29B in new AMD position value, led by Swedbank Ab ($1.78B increase) | Aug 2, 2026 |
| AMKR | INST-CLUSTER | bullish | 6/10 | A cluster of 9 institutional investors accumulated $34.6M in Amkor Technology during Q2 2026, with zero sellers. The buy | Aug 2, 2026 |
| AAOI | INST-CLUSTER | mixed | 4/10 | Institutional activity in AAOI during 2026-Q2 was mixed: 5 smaller asset managers added positions totaling $12.5M in new | Aug 1, 2026 |
| VLN | 6-K | neutral | 2/10 | Valens Semiconductor announced the appointment of Dean Martin as SVP, Head of the Automotive Business Unit, effective Se | Jul 31, 2026 |
| SKYT | 25-NSE | bullish | 8/10 | Nasdaq filed a 25-NSE notification to remove SkyWater Technology (SKYT) from listing and registration, effective July 31 | Jul 31, 2026 |
| SKYT | 8-K | bullish | 8/10 | SkyWater Technology, Inc. was acquired by IonQ, Inc. in a two-step merger completed on July 31, 2026. Each share of SKYT | Jul 31, 2026 |
| VLN | 6-K | neutral | 2/10 | Valens Semiconductor filed a 6-K reporting that shareholders approved all proposals at the July 30, 2026 annual general | Jul 30, 2026 |