| JKS | 6-K | neutral | 4/10 | JinkoSolar Holding Co., Ltd. has changed its name to Jinko Holdings Limited, effective October 23, 2026, following share | Oct 23, 2026 |
| JKS | PRESS-RELEASE | neutral | 1/10 | Jinko Holdings Limited announced it will report its Q3 2026 results on October 30, 2026. | Oct 23, 2026 |
| UMC | 6-K | neutral | 3/10 | UMC filed a routine 6-K reporting a subsidiary general manager change at United Semiconductor (Xiamen) and September 202 | Oct 23, 2026 |
| TXN | ANALYST-UPGRADE | bullish | 5/10 | Freedom Broker double-upgraded Texas Instruments (TXN) from Hold to Buy on October 22, 2026, raising its price target to | Oct 22, 2026 |
| TSM | INST-CLUSTER | mixed | 3/10 | Four active asset managers added $701.3M to TSM positions in Q3 2026, led by Parnassus (doubled to $541.5M) and Assenago | Oct 22, 2026 |
| AMAT | INST-CLUSTER | bearish | 4/10 | A mixed institutional cluster in AMAT for Q3 2026 shows three small buyers adding $12.3M in net new positions, while fou | Oct 22, 2026 |
| AMD | INST-CLUSTER | mixed | 3/10 | Institutional activity in AMD during Q3 2026 shows a mixed picture: three smaller active managers added $69.4M in positi | Oct 22, 2026 |
| SMCI | 3 | neutral | 2/10 | Mark P. Long filed a Form 3 initial statement of beneficial ownership with the SEC, disclosing his status as SVP and Chi | Oct 22, 2026 |
| BZAI | 8-K | neutral | 3/10 | Blaize Holdings declared a dividend of one one-thousandth of a share of Series B Preferred Stock for each common share h | Oct 22, 2026 |
| PENG | 144 | neutral | 2/10 | Anne Kuykendall, an officer of Penguin Solutions, Inc., filed a Form 144 notice of intent to sell 8,738 shares of common | Oct 22, 2026 |
| MXL | 8-K | bullish | 6/10 | MaxLinear reported Q3 2026 net revenue of $218.1M, up 72% YoY and 29% sequentially, with GAAP diluted EPS of $0.30 and n | Oct 22, 2026 |
| ALMU | 8-K | neutral | 3/10 | Aeluma CEO Jonathan Klamkin terminated his Rule 10b5-1 trading arrangement on October 21, 2026, which had authorized the | Oct 22, 2026 |
| QCOM | PRESS-RELEASE | neutral | 1/10 | Qualcomm Incorporated announced it will report its fiscal Q4 2026 results on November 4, 2026. | Oct 22, 2026 |
| MTSI | PRESS-RELEASE | neutral | 1/10 | MACOM Technology Solutions Holdings, Inc. announced it will report its fiscal Q4 2026 and full-year results on November | Oct 22, 2026 |
| GSIT | PRESS-RELEASE | neutral | 1/10 | GSI Technology, Inc. announced it will report its fiscal Q2 2027 results on November 5, 2026. | Oct 22, 2026 |
| LSCC | 8-K | neutral | 2/10 | Lattice Semiconductor appointed John McCool and Raejeanne Skillern to its Board of Directors, expanding the board from 8 | Oct 22, 2026 |
| AMAT | PRESS-RELEASE | neutral | 1/10 | Applied Materials, Inc. announced it will report its fiscal Q4 2026 results on November 12, 2026. | Oct 22, 2026 |
| TSM | 6-K | neutral | 2/10 | TSMC filed a routine monthly 6-K disclosing insider shareholding changes for September 2026. All 21 named executives and | Oct 22, 2026 |
| TER | CLUSTER | bearish | 4/10 | Two insiders at Teradyne, including the CEO, sold a total of $1.51M in open-market sales within a week. The CEO's $1.37M | Oct 21, 2026 |
| CRDO | CLUSTER | bearish | 4/10 | CEO William Brennan and CTO Chi Fung Cheng sold a combined ~$345K in open-market sales over a 7-day window. The CEO's 11 | Oct 21, 2026 |
| TE | 8-K | bearish | 6/10 | T1 Energy issued 9,962,645 shares to Evervolt Green Energy to satisfy the $30.0M third tranche of a $133.0M IP purchase | Oct 21, 2026 |
| NVEC | 8-K | bearish | 5/10 | NVE Corp reported Q2 fiscal 2027 results with total revenue declining 8% YoY to $5.83M and net income down 4% to $3.17M | Oct 21, 2026 |
| CRDO | CLUSTER | neutral | 3/10 | Three CRDO insiders, including the CEO and CTO, sold a total of $695K in shares over a week. The sales are small relativ | Oct 21, 2026 |
| LRCX | 8-K | bullish | 7/10 | Lam Research reported FQ1 2027 (Sep 2026) revenue of $8.22B and GAAP diluted EPS of $2.19, missing consensus estimates o | Oct 21, 2026 |
| LASR | INST-CLUSTER | bullish | 4/10 | Institutional cluster shows strong bullish conviction in LASR during Q3 2026, led by Assenagon Asset Management nearly 8 | Oct 21, 2026 |
| DIOD | INST-CLUSTER | neutral | 3/10 | Three institutional investors increased their DIOD positions in Q3 2026, led by Artemis Investment Management adding $5. | Oct 21, 2026 |
| SMCI | INST-CLUSTER | bullish | 4/10 | 8 institutional buyers accumulated $6.6M in new SMCI positions during Q3 2026, while 1 seller trimmed $37.3M. The cluste | Oct 21, 2026 |
| INTC | INST-CLUSTER | bullish | 4/10 | Seven institutional asset managers collectively added $1.42B to their Intel positions in Q3 2026, led by Assenagon Asset | Oct 21, 2026 |
| CRUS | INST-CLUSTER | neutral | 3/10 | A mixed institutional cluster in CRUS shows small asset managers modestly adding positions while two larger asset manage | Oct 21, 2026 |
| MRVL | INST-CLUSTER | mixed | 4/10 | Institutional activity in MRVL during Q3 2026 was mixed: four asset managers added positions totaling $24.7M in new buyi | Oct 21, 2026 |