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| Ticker | Type | Sentiment | Impact | Summary | Date |
|---|---|---|---|---|---|
| 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 |
| KLIC | INST-CLUSTER | bearish | 4/10 | Two institutional sellers exited or trimmed KLIC positions totaling $117.7M in Q1 2026, while three smaller buyers added | Oct 21, 2026 |
| AAOI | INST-CLUSTER | mixed | 3/10 | Q3 2026 13F filings for AAOI reveal a mixed institutional cluster: 3 small buyers (net +$598K) versus 4 sellers (net -$8 | Oct 21, 2026 |
| TXN | 8-K | bullish | 6/10 | Texas Instruments reported Q3 2026 revenue of $6.06B (up 28% YoY) and GAAP EPS of $2.62 (up 77% YoY), beating consensus | Oct 21, 2026 |
| TXN | PRESS-RELEASE | bullish | 6/10 | Texas Instruments reported Q3 2026 revenue of $6.06B (consensus $5.93B) and EPS of $2.62 (consensus $2.43), beating on b | Oct 21, 2026 |
| QCOM | PRESS-RELEASE | neutral | 2/10 | Qualcomm declared a quarterly cash dividend of $0.92 per share, payable December 17, 2026, to holders of record on Decem | Oct 21, 2026 |
| VLN | PRESS-RELEASE | neutral | 1/10 | Valens Semiconductor announced it will host a conference call on November 11, 2026 to discuss its Q3 2026 results. | Oct 21, 2026 |
| IMOS | 6-K | neutral | 3/10 | ChipMOS disclosed the acquisition of machinery equipment and related accessories from K-SHINE ELECTRONIC CORPORATION for | Oct 21, 2026 |
| JKS | 6-K | neutral | 2/10 | JinkoSolar filed a 6-K reporting the results of its 2026 annual general meeting, where all proposed resolutions were pas | Oct 21, 2026 |
| JKS | PRESS-RELEASE | bearish | 6/10 | JinkoSolar reported Q2 2026 EPS of -$1.79, a 70.3% miss vs consensus of -$1.05, with revenue of $2.12B in line with esti | Oct 21, 2026 |
| AMD | PTAB-TRIAL | neutral | 3/10 | The PTAB granted institution of inter partes review in IPR2026-00358, allowing AMD to proceed with its challenge to Ferm | Oct 20, 2026 |
| QCOM | CLUSTER | neutral | 2/10 | Two QCOM insiders (CFO/COO and General Counsel) executed open-market sales totaling ~$350K in a 7-day window. The CFO's | Oct 20, 2026 |
| QCOM | CLUSTER | neutral | 2/10 | A cluster of insider transactions at Qualcomm shows mostly non-cash derivative exercises and tax-withholding share surre | Oct 20, 2026 |
| MU | CLUSTER | bearish | 4/10 | A cluster of insider selling at Micron Technology, led by President & CTO Scott Deboer's $25.6M open-market sale and SVP | Oct 20, 2026 |
| SMCI | 8-K | bullish | 7/10 | Super Micro issued a preliminary business update for Q1 FY2027 (Sep 2026), estimating revenue of $18.5B-$19.5B, massivel | Oct 20, 2026 |
| TXN | INST-CLUSTER | bullish | 4/10 | Five institutional asset managers added $518.7M in TXN positions during Q3 2026, led by a $437.8M increase from Assenago | Oct 20, 2026 |
| AMD | PTAB-TRIAL | bullish | 5/10 | The PTAB issued a Final Written Decision in IPR2025-00916, holding all challenged claims (1–20) of U.S. Patent 11,811,58 | Oct 19, 2026 |
| INTC | PTAB-TRIAL | bullish | 5/10 | The PTAB issued a Final Written Decision in IPR2025-00916, finding all challenged claims (1–20) of Advanced Cluster Syst | Oct 19, 2026 |
| MOBX | 8-K | neutral | 4/10 | Mobix Labs terminated its merger agreement with Vision Aerial on October 14, 2026, after the contractual termination dat | Oct 19, 2026 |
| FTCI | DEFA14A | neutral | 4/10 | FTC Solar filed a DEFA14A (additional definitive proxy soliciting material) on October 19, 2026, providing the notice of | Oct 19, 2026 |
| FTCI | DEF 14A | neutral | 5/10 | FTC Solar's 2026 DEF 14A proxy statement schedules three items for the November 30 annual meeting: election of three Cla | Oct 19, 2026 |
| SWKS | SC 13G/A | neutral | 3/10 | Pzena Investment Management LLC filed an amended Schedule 13G disclosing a 9.3% passive stake in Skyworks Solutions as o | Oct 19, 2026 |
| TER | CLUSTER | bearish | 4/10 | Two Teradyne insiders, including the CEO, sold a combined $1.64M in open-market sales on October 15, 2026. The CEO's $1. | Oct 19, 2026 |
| PENG | SC 13G/A | bearish | 4/10 | Bank of Nova Scotia filed an amended Schedule 13G disclosing a passive stake of 1,320,241 shares (2.53%) in Penguin Solu | Oct 19, 2026 |
| STM | 6-K | neutral | 2/10 | STMicroelectronics disclosed a routine weekly update on its ongoing share buyback program, repurchasing 492,285 shares ( | Oct 19, 2026 |
| MU | PRESS-RELEASE | neutral | 2/10 | Micron announced a technology webinar on Oct. 21, 2026, where its president and CTO will discuss the company's memory an | Oct 19, 2026 |