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TickerTypeSentimentImpactSummaryDate
VLN6-Kneutral2/10Valens Semiconductor filed a 6-K reporting that shareholders approved all proposals at the July 30, 2026 annual general Jul 30, 2026
GSITPRESS-RELEASEneutral4/10GSI Technology reported Q1 FY2027 revenue of $6.3M, flat YoY and QoQ, with net loss widening to $4.8M ($0.13/share) fromJul 30, 2026
MPWR8-Kbullish8/10Monolithic Power Systems (MPWR) reported a massive Q2 2026 beat, with revenue of $980.6M (+47.6% YoY) and non-GAAP EPS oJul 30, 2026
ALGM8-Kbullish7/10Allegro MicroSystems reported a strong fiscal Q1 2027 beat, with revenue of $259.2M (+27% YoY) and non-GAAP EPS of $0.23Jul 30, 2026
ASX6-Kbullish7/10ASE Technology reported a massive Q2 2026 beat with total net revenue up 27% YoY, net income surging 180% YoY, and EPS rJul 30, 2026
NLST8-Kmixed5/10Netlist reported Q2 2026 revenue of $109.8M (+163% YoY, +22% above $90M consensus), but net income fell sharply to $1.4MJul 30, 2026
AMBQ8-Kneutral2/10Ambiq Micro published a CEO letter marking its one-year anniversary as a public company, highlighting the successful comJul 30, 2026
TE8-Kbearish7/10T1 Energy entered into note purchase agreements for a $120M private placement of 4.75% convertible senior notes due 2031Jul 30, 2026
ENTG8-Kneutral2/10Entegris announced the planned retirement of Executive Chair Bertrand Loy effective July 31, 2026, as part of the board'Jul 29, 2026
PRSO8-Kneutral2/10Director Daniel Lewis will not stand for re-election at the 2026 annual meeting due to planned retirement, effective at Jul 29, 2026
SIMOPRESS-RELEASEbullish7/10Silicon Motion reported Q2 2026 revenue of $451.0M (+127% YoY, +11.7% vs consensus of $403.6M) and non-GAAP EPS of $2.43Jul 29, 2026
NVDAPRESS-RELEASEneutral1/10NVIDIA announced it will host a conference call to discuss its Q2 results.Jul 29, 2026
WOLF8-Kneutral3/10Wolfspeed appointed former Coherent CEO Andy Mattes to its Board of Directors as an independent director and CompensatioJul 29, 2026
SYNACLUSTERneutral2/10Three Synaptics insiders sold a total of ~$346K in shares over a week, with VP Rahul G. Patel accounting for the bulk ($Jul 29, 2026
MUCLUSTERneutral2/10CEO Sanjay Mehrotra sold ~$19.2M of MU stock on July 24, 2026, across 20 separate open-market trades at prices ranging fJul 28, 2026
DIOD8-Kneutral2/10Diodes Incorporated elected former Senior Vice President Evan Yu to its Board of Directors as an independent director, eJul 28, 2026
NVDACOURT-RULINGneutral1/10The Delaware Court of Chancery granted both Intel and NVIDIA's motions to extend confidential treatment for documents frJul 28, 2026
INTCCOURT-RULINGneutral1/10The Delaware Court of Chancery granted Intel's and Nvidia's motions for continued confidential treatment of sealed documJul 28, 2026
MRCYPRESS-RELEASEneutral1/10Mercury Systems Inc announced it will report its fiscal Q4 2026 and full-year results on August 18, 2026.Jul 28, 2026
NXPI8-Kbullish7/10NXP Semiconductors reported Q2 2026 revenue of $3.50B, up 19% YoY and 10% sequentially, with broad-based growth across aJul 28, 2026
TE8-Kmixed6/10T1 Energy acquired foundational TOPCon solar patents and related IP from Evervolt for $135M total consideration ($2M optJul 28, 2026
TE8-Kbearish7/10T1 Energy reported preliminary Q2 2026 results with net sales of ~$245-255M, a significant sequential increase from Q1 2Jul 28, 2026
GFSCLUSTERneutral2/10Three GFS insiders, including the Chief Legal Officer and Chief Strategy Officer, sold a total of approximately $293K inJul 28, 2026
PENGCLUSTERneutral3/10Two senior vice presidents at Penguin Solutions sold a combined $118K in open-market sales over two days, following the Jul 27, 2026
AMKR8-Kbullish8/10Amkor Technology reported Q2 2026 earnings with a massive beat: EPS of $0.70 vs $0.48 consensus (+45.8%) and record reveJul 27, 2026
NVTSPRESS-RELEASEbullish7/10Navitas Semiconductor reported Q2 2026 revenue of $10.5M, beating the $10.0M consensus and growing 22% sequentially, whiJul 27, 2026
RMBS8-Kbullish7/10Rambus reported record Q2 2026 revenue of $207.4M, up 20% YoY and above its $192-198M guidance range, driven by record pJul 27, 2026
NVTS8-Kmixed5/10Navitas Semiconductor reported Q2 2026 revenue of $10.5M, up 22% sequentially, and guided Q3 revenue to $13.0-14.0M (28%Jul 27, 2026
SMTK8-Kbearish6/10SmartKem funded an additional $4.5M convertible bridge loan to Ferrox Critical Minerals, increasing its exposure to a prJul 27, 2026
LEDS8-Kneutral4/10SemiLEDs Corp (LEDS) filed an 8-K reporting a change in its independent registered public accounting firm. The engagemenJul 27, 2026
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