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| Ticker | Type | Sentiment | Impact | Summary | Date |
|---|---|---|---|---|---|
| DQ | PRESS-RELEASE | bearish | 6/10 | 🔒Daqo New Energy reported Q3 2026 revenue of $194.2M, well above the $61.9M consensus, but EPS of -$0.78 missed the -$0.4 | Oct 27, 2026 |
| BEEM | PRESS-RELEASE | neutral | 3/10 | 🔒Beam Global announced that its pending acquisition target, ScoutDI, has received orders for drones and recurring revenue | Oct 27, 2026 |
| NVDA | PRESS-RELEASE | neutral | 4/10 | 🔒NVIDIA and Meta announced an expanded partnership on Muse AI models, including infrastructure deployment (Vera Rubin, Ve | Oct 27, 2026 |
| AMAT | 8-K | neutral | 4/10 | 🔒Applied Materials entered into an accelerated share purchase agreement to increase its stake in BE Semiconductor Industr | Oct 26, 2026 |
| AMAT | PRESS-RELEASE | neutral | 4/10 | 🔒Applied Materials announced it is increasing its stake in BE Semiconductor Industries (Besi) to approximately 20% of out | Oct 26, 2026 |
| MTSI | 144 | neutral | 2/10 | 🔒John F. Kober III, an officer of MACOM Technology Solutions Holdings, Inc., filed a Form 144 notice of intent to sell 1, | Oct 26, 2026 |
| LPTH | DEF 14A | bearish | 6/10 | 🔒LightPath Technologies filed its definitive proxy statement for the 2027 Annual Meeting, seeking election of two Class I | Oct 26, 2026 |
| OSIS | DEFA14A | neutral | 2/10 | 🔒OSI Systems filed additional definitive proxy soliciting materials (DEFA14A) on October 26, 2026, in connection with its | Oct 26, 2026 |
| RMBS | 8-K | bullish | 6/10 | 🔒Rambus reported record Q3 2026 revenue of $218.3M (up 22% YoY), exceeding the $213.0M consensus, and non-GAAP EPS of $0. | Oct 26, 2026 |
| AMKR | 8-K | bearish | 5/10 | 🔒Amkor reported Q3 2026 net sales of $1.99B, essentially flat YoY ($1.987B in Q3 2025), with GAAP diluted EPS of $0.76 vs | Oct 26, 2026 |
| OSIS | DEF 14A | neutral | 3/10 | 🔒OSI Systems filed its definitive proxy statement for the December 10, 2026 annual meeting. The board recommends voting F | Oct 26, 2026 |
| HYSR | 8-K | neutral | 3/10 | 🔒SunHydrogen, Inc. (HYSR) entered into a securities purchase agreement with NewHydrogen, Inc., acquiring 203,650,000 shar | Oct 26, 2026 |
| INTC | ANALYST-UPGRADE | bullish | 5/10 | 🔒New Street Research double-upgraded INTC from Neutral to Buy on October 26, 2026, setting a $125 price target. The firm | Oct 26, 2026 |
| STM | 6-K | neutral | 2/10 | 🔒STMicroelectronics disclosed weekly share repurchase transactions under its existing buyback program, repurchasing 444,6 | Oct 26, 2026 |
| PRSO | 8-K | bearish | 6/10 | 🔒Peraso Inc. entered into a securities purchase agreement with Nant Capital, LLC for a $10M private placement. The deal i | Oct 26, 2026 |
| TXN | 424B5 | neutral | 4/10 | 🔒Texas Instruments filed a preliminary prospectus supplement for a multi-tranche senior unsecured note offering to financ | Oct 26, 2026 |
| LAES | PRESS-RELEASE | neutral | 4/10 | 🔒SEALSQ signed a binding letter of intent to acquire satellite capacity and ground infrastructure from WISeSat.Space for | Oct 26, 2026 |
| NXPI | PRESS-RELEASE | bullish | 6/10 | NXP Semiconductors has been selected as a strategic technology partner by Volkswagen Group, with its S32K5 microcontroll | Oct 26, 2026 |
| TXN | COURT-RULING | neutral | 2/10 | A federal district court appointed a Special Master in the patent case Origin GPS Ltd v. Texas Instruments Inc, a routin | Oct 23, 2026 |
| MRVL | 8-K | neutral | 4/10 | Marvell Technology entered into a Third Amended and Restated Revolving Credit Agreement, increasing its revolving credit | Oct 23, 2026 |
| SITM | 8-K | neutral | 2/10 | Director Katherine E. Schuelke resigned from SiTime's board and its committees effective October 20, 2026. The board red | Oct 23, 2026 |
| PENG | 144 | neutral | 2/10 | Joseph Clark, an officer of Penguin Solutions, Inc., filed a Form 144 notice of intent to sell 869 shares of common stoc | Oct 23, 2026 |
| ARM | INST-CLUSTER | bearish | 4/10 | An institutional cluster in ARM reveals a strong bearish tilt: 4 asset managers reduced positions by $44.8M (net) while | Oct 23, 2026 |
| TER | INST-CLUSTER | mixed | 3/10 | Institutional activity in TER for Q3 2026 shows a mixed picture: two asset managers (Wealth Enhancement Advisory Service | Oct 23, 2026 |
| ON | INST-CLUSTER | neutral | 3/10 | Seven institutional asset managers increased their ON Semiconductor positions in Q3 2026, adding a net $16.3M, while onl | Oct 23, 2026 |
| RMBS | INST-CLUSTER | neutral | 3/10 | A small institutional cluster formed in RAMBUS INC during Q3 2026, with 5 asset managers adding positions totaling $10.9 | Oct 23, 2026 |
| VIAV | INST-CLUSTER | mixed | 3/10 | Three small asset managers accumulated $218.8M in VIAV during Q3 2026, overwhelmingly driven by Assenagon Asset Manageme | Oct 23, 2026 |
| Q | INST-CLUSTER | bullish | 4/10 | Four institutional asset managers accumulated $53.1M in Qnity Electronics during Q3 2026, led by Assenagon Asset Managem | Oct 23, 2026 |
| ALAB | INST-CLUSTER | bullish | 4/10 | Five institutional asset managers accumulated $24.3M in net new Astera Labs (ALAB) positions during Q3 2026, led by Asse | Oct 23, 2026 |
| 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 |
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