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| Ticker | Type | Sentiment | Impact | Summary | Date |
|---|---|---|---|---|---|
| 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 |
| STM | PRESS-RELEASE | neutral | 2/10 | STMicroelectronics disclosed a routine weekly share repurchase of 492,285 shares (0.05% of issued capital) for EUR 21.1 | Oct 19, 2026 |
| SHLS | PRESS-RELEASE | neutral | 1/10 | Shoals Technologies Group announced it will report its Q3 2026 results on November 4. | Oct 19, 2026 |
| SYNA | DEFA14A | neutral | 5/10 | Synaptics filed a DEFA14A (additional definitive proxy soliciting materials) providing the cover page of its definitive | Oct 19, 2026 |
| SYNA | DEFM14A | bullish | 7/10 | Synaptics (SYNA) is being acquired by ON Semiconductor (onsemi) for $123.00 per share in cash, a definitive all-cash mer | Oct 19, 2026 |
| ATOM | PRESS-RELEASE | neutral | 1/10 | Atomera Incorporated announced it will report its Q3 2026 results on October 29, 2026. | Oct 19, 2026 |
| INTC | ANALYST-UPGRADE | mixed | 3/10 | JP Morgan double-upgraded Intel Corp (INTC) from Underweight to Neutral on October 19, 2026, maintaining a $85 price tar | Oct 19, 2026 |
| AMD | PTAB-TRIAL | neutral | 2/10 | The PTAB granted institution of inter partes review in IPR2026-00359, where AMD is the petitioner challenging claims of | Oct 18, 2026 |
| AMD | PTAB-TRIAL | neutral | 2/10 | The PTAB granted institution of inter partes review in IPR2026-00360, where AMD (petitioner) challenges claims of Fermat | Oct 18, 2026 |
| MTSI | INST-CLUSTER | mixed | 3/10 | Institutional cluster in MTSI shows mixed conviction: three asset managers accumulated $28.0M in new positions (led by A | Oct 16, 2026 |
| KLAC | INST-CLUSTER | bullish | 4/10 | Three institutional asset managers, led by Assenagon Asset Management, collectively added $600.1M in KLAC during Q3 2026 | Oct 16, 2026 |
| MU | INST-CLUSTER | bullish | 4/10 | Five institutional buyers accumulated $2.99B in net new MU positions during Q3 2026, led by Assenagon Asset Management n | Oct 16, 2026 |
| POET | 6-K | neutral | 2/10 | POET Technologies announced it will report Q3 2026 financial results on November 16, 2026, and plans to begin hosting qu | Oct 16, 2026 |
| MOBX | DEFA14A | bullish | 6/10 | Mobix Labs filed a DEFA14A furnishing the transcript of an October 8, 2026 investor call. The call detailed the company' | Oct 16, 2026 |
| MOBX | 8-K | bullish | 6/10 | Mobix Labs filed an 8-K furnishing the transcript of an October 8, 2026 investor call. The call provided a positive upda | Oct 16, 2026 |
| AMBQ | CLUSTER | bearish | 4/10 | President and COO Chen Sean Chihhsiang sold $772K of AMBQ stock on October 14, 2026, following derivative exercises, whi | Oct 16, 2026 |
| MRVL | CLUSTER | neutral | 3/10 | CEO Matthew Murphy and SVP/CAO Justin Scarpulla sold a combined $2.07M in MRVL stock over a one-week window. The CEO's $ | Oct 16, 2026 |
| SIMO | 6-K | bullish | 4/10 | Silicon Motion Technology announced a 15% increase in its annual cash dividend to $2.30 per ADS ($0.575 per ordinary sha | Oct 16, 2026 |
| QCOM | 144 | neutral | 2/10 | Ann C. Chaplin, an officer of Qualcomm, filed a Form 144 notice of intent to sell 1,827 shares of common stock with an a | Oct 16, 2026 |
| JKS | 6-K | bearish | 6/10 | JinkoSolar's subsidiary Jiangxi Jinko reported preliminary unaudited net losses for the nine months ended September 30, | Oct 16, 2026 |
| LAES | 6-K | neutral | 2/10 | SEALSQ Corp filed a Form 6-K on October 16, 2026, designating several prior 6-K reports as incorporated by reference int | Oct 16, 2026 |
| LAES | 6-K | bullish | 6/10 | SEALSQ Corp reported preliminary 9M 2026 revenue of $16.3 million, up 65% YoY from $9.9 million, and reaffirmed FY 2026 | Oct 16, 2026 |
| ENTG | INST-CLUSTER | neutral | 3/10 | Three small asset managers modestly added to their ENTG positions in Q3 2026, while one larger holder, Assenagon Asset M | Oct 16, 2026 |
| LRCX | INST-CLUSTER | mixed | 3/10 | Institutional activity in LRCX during Q1 2026 was mixed: three asset managers added positions totaling $107.4M, led by A | Oct 16, 2026 |
| SMTC | 8-K | bullish | 6/10 | Semtech raised its Q3 FY2027 guidance at a Data Center Analyst Day, now expecting net sales of $417.5M (up from $410M), | Oct 15, 2026 |
| DIOD | 8-K | neutral | 2/10 | Diodes Incorporated filed an 8-K announcing it will host a conference call on November 5, 2026 to discuss Q3 2026 financ | Oct 15, 2026 |
| FSLR | SC 13G/A | neutral | 4/10 | Citadel Securities GP LLC and related entities filed a Schedule 13G/A disclosing a passive stake of 6.0% in First Solar, | Oct 15, 2026 |
| TXN | PRESS-RELEASE | bullish | 6/10 | Texas Instruments reported Q3 2026 EPS of $2.62, beating consensus of $2.41 by 8.5%. Revenue was $5.91B, in line with es | Oct 15, 2026 |
| SYNA | 8-K | neutral | 3/10 | Synaptics disclosed the resignation of VP, Corporate Controller and Principal Accounting Officer Esther Song, effective | Oct 15, 2026 |
| QRVO | 15-12G | neutral | 3/10 | Qorvo, Inc. filed Form 15 to terminate its SEC registration following its acquisition by Skyworks Solutions, Inc. The me | Oct 15, 2026 |