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| Ticker | Type | Sentiment | Impact | Summary | Date |
|---|---|---|---|---|---|
| NVDA | PRESS-RELEASE | bullish | 7/10 | SK Group and NVIDIA announced a $500-billion-plus comprehensive partnership to build AI infrastructure, including a 2-gi | Jul 25, 2026 |
| SIMO | 6-K | neutral | 2/10 | Silicon Motion confirmed its previously announced quarterly cash dividend of $0.50 per ADS ($0.125 per ordinary share), | Jul 24, 2026 |
| PRSO | 8-K | bearish | 7/10 | Peraso Inc. (PRSO) received a Nasdaq deficiency notice on July 21, 2026, for failing to maintain the $1.00 minimum bid p | Jul 24, 2026 |
| VLN | 6-K | bearish | 5/10 | Valens Semiconductor filed a 6-K reporting that the NYSE has commenced proceedings to delist the company's warrants (VLN | Jul 24, 2026 |
| GFS | CLUSTER | neutral | 2/10 | Three GLOBALFOUNDRIES insiders sold a total of $294K in shares over a one-week window, including a director selling $233 | Jul 24, 2026 |
| TSM | 6-K | neutral | 2/10 | TSMC filed a routine monthly 6-K for June 2026, reporting minor insider shareholding changes (VP Arthur Chuang sold 1M s | Jul 24, 2026 |
| LPTH | EFFECT | bearish | 6/10 | LightPath Technologies received SEC effectiveness on July 23, 2026 for a batch of 22 shelf registration statements (POS | Jul 24, 2026 |
| NVDA | PRESS-RELEASE | neutral | 3/10 | NVIDIA announced a $300 million joint AI research lab with KAIST in Seoul, including $50 million per year in compute con | Jul 23, 2026 |
| CSIQ | 6-K | neutral | 4/10 | Canadian Solar's Spanish subsidiary registered a EUR 50 million Green Medium Term Note Program on the Spanish MARF, guar | Jul 23, 2026 |
| CRDO | CLUSTER | neutral | 2/10 | Credo Technology Group (CRDO) insiders, the CTO and COO, sold a combined $840K in open-market transactions over a one-we | Jul 23, 2026 |
| ADI | PRESS-RELEASE | neutral | 1/10 | Analog Devices, Inc. announced it will report its fiscal Q3 2026 results on August 19, 2026. | Jul 23, 2026 |
| AMD | PRESS-RELEASE | bullish | 4/10 | AMD announced a technical partnership with Cerebras Systems to combine AMD Helios rackscale solutions with the Cerebras | Jul 23, 2026 |
| STM | 6-K | bullish | 7/10 | STMicroelectronics reported Q2 2026 earnings with net revenues of $3.49 billion (+26% YoY), a swing to GAAP net income o | Jul 23, 2026 |
| LPTH | 8-K | bullish | 5/10 | LightPath Technologies signed a definitive agreement to sell its wholly-owned China subsidiary (LightPath Zhenjiang) to | Jul 23, 2026 |
| TSM | CLUSTER | neutral | 2/10 | Two TSM VPs (Tien Bor-Zen and Lin Shyue-Shyh) made small open-market purchases totaling ~$148K, and a controller sold 50 | Jul 23, 2026 |
| ALAB | INST-CLUSTER | mixed | 5/10 | Institutional cluster for ALAB shows mixed conviction: three active managers (Mirae Asset, Robeco, Sumitomo) added $197M | Jul 23, 2026 |
| AMKR | CLUSTER | neutral | 2/10 | Two Amkor insiders, EVP & General Counsel Mark Rogers and CFO Megan Faust, sold a combined $396K in shares over a 3-day | Jul 23, 2026 |
| STM | PRESS-RELEASE | mixed | 6/10 | STMicroelectronics reported Q2 2026 GAAP EPS of $0.24 (non-GAAP $0.31) on revenue of $3.49B, beating the midpoint of its | Jul 23, 2026 |
| AMKR | INST-CLUSTER | mixed | 5/10 | Institutional cluster for AMKR shows 55 buyers adding $95.9M vs 24 sellers reducing $129.6M, resulting in net selling of | Jul 22, 2026 |
| AXTI | 8-K | neutral | 2/10 | AXT expanded its board from 5 to 6 directors and appointed Jia-Bin Duh, a former Cisco China President and Microsoft Chi | Jul 22, 2026 |
| TXN | PRESS-RELEASE | bullish | 7/10 | Texas Instruments reported Q2 2026 revenue of $5.46B (beat by 4.3%) and EPS of $2.14 (beat by 10.3%), driven by 23% YoY | Jul 22, 2026 |
| GFS | CLUSTER | neutral | 2/10 | A trivial insider trading cluster at GLOBALFOUNDRIES (GFS) over 7 days: two executives sold a combined $253K worth of sh | Jul 22, 2026 |
| ATOM | PRESS-RELEASE | neutral | 1/10 | Atomera Incorporated announced it will report its Q2 2026 results on August 4, 2026. | Jul 21, 2026 |
| UMC | 6-K | neutral | 2/10 | UMC filed a 6-K announcing the board meeting date for Q2 2026 consolidated financial results (July 29, 2026) and the app | Jul 21, 2026 |
| AIP | PRESS-RELEASE | neutral | 1/10 | Arteris, Inc. announced it will report its Q2 2026 results on August 6, 2026. | Jul 21, 2026 |
| AMKR | CLUSTER | neutral | 2/10 | Two Amkor insiders, the EVP & General Counsel and CFO, sold a combined $396K in open-market sales over a week. The EVP & | Jul 21, 2026 |
| SYNA | CLUSTER | neutral | 3/10 | Two Synaptics insiders (Rahul Patel and Lisa Bodensteiner) executed open-market sales totaling ~$212K on July 20, 2026, | Jul 20, 2026 |
| VLN | 6-K | neutral | 2/10 | Valens Semiconductor announced the departure of Adar Segal, Head of Automotive, with a 180-day notice period and a searc | Jul 20, 2026 |
| GFS | 144 | neutral | 2/10 | Director Glenda Dorchak filed a Form 144 notice of intent to sell 4,000 shares of GlobalFoundries common stock, valued a | Jul 20, 2026 |
| SPCB | PRESS-RELEASE | bullish | 6/10 | SuperCom wins a new electronic monitoring contract in Kansas, displacing the incumbent provider and expanding its U.S. f | Jul 20, 2026 |