ALMU shares are down approximately 16% in premarket trading on May 14, 2026, following the release of fiscal Q3 2026 financial results after the close on May 13. Primary catalyst: Aeluma narrowed and effectively cut its full-year FY2026 revenue guidance to $4.2M–$4.6M, trimming the upper end of the prior $4.0M–$6.0M range by $1.4 million, citing government shutdown-related contract delays.
Analysts expect Q1 2026 revenue of approximately $411 million, up about 15% year-over-year from $358 million in Q1 2025. Consensus EPS estimate stands at $0.56 per share, a 24% increase from $0.45 in the year-ago quarter.
Shares of NVTS are declining approximately 14.00% on Tuesday, May 12, 2026, falling from a Monday, May 11 close of $22.65 to approximately $19.48 — a post-tariff-rally profit-taking reversal that is unwinding a significant portion of Monday's 21–24% surge driven by the U.S.-China 90-day tariff pause, as the fundamental Q1 2026 earnings concerns that the tariff enthusiasm temporarily overrode reassert themselves in today's trading session.
MRVL stock surged +30% over the last 30 days, driven by robust AI data center demand and strategic partnerships with NVIDIA and Google. Over the past quarter, shares rocketed +110%, propelled by record fiscal 2026 revenues and accelerating growth guidance.
ADI stock surged +19% over the past 30 days, driven by strong sector momentum in analog semiconductors and anticipation ahead of Q2 earnings. Over the past quarter, shares climbed +29%, fueled by robust Q1 fiscal 2026 results with 30% revenue growth and record data center orders.
QCOM stock surged +59% over the last 30 days, driven by strong Q2 earnings beat, a $20 billion buyback announcement, and AI data center wins. Over the past quarter, shares rose +47%, rebounding from earlier lows amid automotive revenue records and diversification beyond handsets.
ARM stock surged +43% over the past 30 days, driven by the launch of its AGI CPU for AI data centers and strong Q4 earnings beat. Over the past quarter, shares climbed +92%, fueled by AI infrastructure demand, partnerships with Meta and others, and adoption of Armv9 architecture.
INTC stock surged +86% over the past 30 days, driven primarily by a blockbuster Q1 2026 earnings beat and upbeat guidance, with shares jumping 24% in a single day post-earnings. Over the past quarter, the stock rose +140%, reflecting a broader recovery in the semiconductor sector fueled by AI demand and Intel's turnaround efforts.
MU stock surged +59% over the past 30 days, driven by explosive AI demand for high-bandwidth memory (HBM) and sold-out 2026 supply. Over the past quarter, shares climbed +71%, fueled by record earnings beats and upward analyst revisions.
Broadcom (AVGO) stock surged +21% over the past 30 days, driven by robust AI semiconductor demand and key partnerships with hyperscalers like Google and Meta. Over the past quarter, shares rose +24%, fueled by record Q1 fiscal 2026 earnings with AI revenues doubling year-over-year.
AMD stock surged +76% over the past 30 days, propelled by blowout Q1 earnings and robust AI data center demand. Over the past quarter, shares climbed +112%, recovering from early-year volatility amid AI infrastructure buildout.
NVDA shares have shown resilience in recent weeks, rebounding toward 52-week highs amid booming AI demand. Strategic partnerships with IREN and Corning signal expanded AI infrastructure capacity, boosting investor confidence.
ALGM shares are plunging approximately -11.00% in premarket trading on May 7, 2026, falling from a prior close of $51.37 to around $45.72. The primary catalyst is a guidance disappointment: despite strong Q4 FY2026 results, Q1 FY2027 guidance met — but failed to exceed — market expectations, triggering a sell-the-news reaction.
Analysts expect Q4 fiscal 2026 non-GAAP EPS of $0.50, a sharp 354% year-over-year increase. Consensus revenue forecast stands at approximately $1.26-$1.27 billion, aligning closely with company guidance of $1.26 billion (+/- $20 million).
TXN stock surged +43% over the last 30 days, propelled by a strong Q1 earnings beat and upbeat guidance, alongside explosive data center demand. Over the past quarter, shares climbed +25%, reflecting broader semiconductor recovery and AI-driven momentum in analog chips.
Analysts expect Q4 FY2026 revenue of $1.47 billion, aligning with company guidance midpoint and implying 18% year-over-year growth. Consensus non-GAAP EPS forecast stands at $0.58, matching Arm Holdings' guidance and up from $0.55 in the prior-year quarter.
ASX Limited stock rose approximately +17% over the past 30 days, driven by progress on the CHESS (Clearing House Electronic Subregister System) upgrade and resolution of regulatory concerns. Over the past quarter, the stock gained around +10%, recovering from earlier lows amid higher trading volumes and strong revenue growth reported in half-year earnings.
NXPI stock surged +52% over the past 30 days, driven primarily by a strong Q1 2026 earnings beat on April 28, with revenue of $3.18 billion (up 12% YoY) and non-GAAP EPS of $3.05, exceeding estimates. Over the past quarter, the stock rose +30%, reflecting recovery from March lows amid improving automotive and industrial demand, though with volatility earlier in the period.
QCOM shares declined approximately 5% on Monday, May 5, 2026, from the prior close of $177.01 to around $168.00, as the post-earnings rally ran into renewed selling pressure. The primary driver is a pullback from the sharp 15%+ surge following Q2 FY2026 earnings on April 29, as investors reassess the below-consensus Q3 FY2026 revenue guidance of $9.2 billion to $10.0 billion against a Street consensus that had been higher.
Wolfspeed's stock has shown strong upward momentum in recent weeks, driven by key executive appointments and anticipation for upcoming earnings. New leadership in legal, government affairs, communications, and Asia Pacific aims to bolster strategic execution.