MRAM shares fell approximately 9.91% in today’s trading session. The primary catalyst was a short-seller report from Kerrisdale Capital targeting the company.
Analog Devices, Inc. (ADI) shares fell 5.75% as of the latest intraday trading. The decline followed the company’s release of fiscal second-quarter 2026 results. Profit-taking after a strong run to all-time highs earlier in May weighed on the stock.
POET Technologies reported Q1 2026 revenue of $503,389, more than tripling the $166,760 recorded in Q1 2025. Net loss for the quarter reached $12.3 million, or $0.08 per share, compared to a $6.3 million net income in the prior-year period.
Analyst consensus points to year-over-year revenue growth for the second quarter fiscal 2026, driven by industrial and automotive demand. Expected earnings per share of approximately $2.90 reflects continued margin stability following the strong Q1 beat.
Analysts expect Q1 fiscal 2027 revenue of approximately $78.5 billion, driven primarily by continued strength in the Data Center segment. Consensus EPS estimate stands at about $1.77, reflecting robust growth from the year-ago period.
POET Technologies Inc. (POET) shares fell approximately 16.40% in today’s session.
Intel Corporation (INTC) shares fell 5.18% to $102.57 from the prior session’s close of $108.17. Profit-taking after a sharp multi-week rally in AI-related semiconductor names drove the decline.
AMD shares fell 6.04% from the prior session close. The decline occurred amid broader technology sector weakness and risk-off sentiment in equity markets.
QCOM shares fell approximately 5.30% in intraday trading on May 19, 2026, extending recent pressure on the semiconductor sector. The move reflects ongoing investor concerns over memory supply constraints and softening smartphone demand.
Shares of ALMU are declining approximately 16.00% on Monday, May 18, 2026, falling from a Friday, May 15 close of $24.86 to approximately $20.88 — a third consecutive session of post-earnings selling that has now erased approximately 33.7% of ALMU's value from the May 13 pre-earnings close of $31.49, as the market continues to reprice the stock following the May 13 Q3 FY2026 report that delivered a revenue miss and a significant full-year guidance cut attributing contract delays directly to U.S. government shutdown disruptions.
Advanced Micro Devices, Inc. ( AMD ) designs and manufactures high-performance semiconductors, including central processing units (CPUs), graphics processing units (GPUs), and data-center accelerators. Its core business model centers on delivering energy-efficient chips for computing, gaming, data centers, and embedded systems. The company competes in the semiconductor industry against peers such as NVIDIA and Intel, with a growing emphasis on artificial intelligence and high-performance computing. Strong fundamentals in the Data Center segment, which now accounts for the majority of revenue growth, help explain recent stock behavior as investors reward exposure to accelerating AI demand.
Texas Instruments (TXN) stock rose approximately 40% over the past 30 days, driven primarily by strong first-quarter earnings results and upbeat guidance. Over the past quarter, the stock advanced significantly amid broader semiconductor sector momentum and improving demand signals.
Shares of NVTS are down approximately 11% in early trading on May 15, 2026, pulling back from the prior session's close of $22.28 to approximately $19.83. The primary catalyst is continued investor reaction to the company's $125 million at-the-market equity offering, announced May 11, which carries immediate and significant dilution implications for existing shareholders.
Shares of MRVL are down approximately 6% in premarket trading on May 15, 2026, declining from the prior session's close of $182.58 to approximately $171.62. The primary catalyst is a broad-based semiconductor sector selloff, with the iShares Semiconductor ETF on track to break a six-week winning streak.
Shares of INTC are down approximately 5% in premarket trading on May 15, 2026, from the prior session's close of $115.93, pointing to an opening near $110. The primary driver is broad profit-taking across the semiconductor sector, with the iShares Semiconductor ETF on track to break a six-week winning streak.
Shares of POET fell approximately 17% in premarket trading on May 15, 2026, extending a volatile session following an overnight earnings release. The primary catalyst is a Q1 2026 EPS miss: POET reported a GAAP loss of -$0.08 per share, falling short of the consensus estimate of -$0.05 by $0.03, or roughly 60% worse than expected.
GFS stock surged +55% over the past 30 days, driven by strong Q1 earnings beat and AI-focused growth initiatives. Over the past quarter, shares gained +55%, reflecting recovery from early-year lows amid semiconductor demand recovery.
STM stock surged +56% over the past 30 days, driven by a strong Q1 earnings beat on revenue, upbeat Q2 guidance, and multiple analyst upgrades highlighting AI and automotive recovery. Over the past quarter, the stock rose +92%, fueled by semiconductor sector rally, AI data center demand, and strategic deals like the AWS partnership.
NXPI stock surged +41% over the past 30 days, driven primarily by a strong Q1 earnings beat and positive guidance, triggering a 26% single-day gain. Over the past quarter, the stock rose +50%, reflecting recovery from earlier lows amid improving end-market demand in automotive and industrial sectors.
Shares of BTGO are declining approximately 15% on Thursday, May 14, 2026, falling from a Wednesday, May 13 close of $11.91 to approximately $10.24 — an earnings-driven selloff following Q1 2026 results released after Wednesday's close that delivered a massive EPS miss of -$0.62 against a -$0.01 consensus estimate, a significant revenue miss of $3.77 billion against the $5.65 billion estimate, and a net loss that more than doubled year-over-year to -$60.7 million