Sentiment Summary
Recent Events
The ex-dividend date for the FY2025 final dividend of HK$1.11 and special dividend of HK$0.40 is June 11, 2026 scheduled; medium price impact expected due to dividend yield.
Broadcom's second-quarter fiscal year 2026 earnings release and conference call, estimated to have a >10% price impact given the high volatility of AI-related earnings, is scheduled.
Q2 2026 earnings release is expected, based on past reporting schedules.
SMIC's Q1 2026 earnings release is scheduled for May 15, 2026. Analysts forecast revenue of US$2.541 billion and EPS of US$0.159 forecasted.
Applied Materials' Q2 2026 earnings release is scheduled for May 14, 2026. Analysts estimate the company's guidance of $7.2B-$8.2B in revenue will result in a ~5% price impact estimated.
First quarter 2026 earnings release. Analysts forecast revenue between $650M and $660M and a gross margin between 13% and 15%. Medium impact estimated as quarterly results are primary volatility drivers for semiconductor stocks; results forecasted.
Investor Day scheduled to be held in New York City. Investor days provide strategic updates but usually result in lower immediate price impact (estimated 1-5%) scheduled
Coherent is expected to announce its Q3 2026 earnings results around May 6, 2026, based on historical reporting patterns; analysts forecast EPS around $1.33-$1.39, and this release is estimated to have a price impact of at least 1% expected.
Q1 2026 earnings release scheduled. Analysts forecast EPS of $1.04 on revenue of about $9.85 billion. Medium importance estimated at ≥5% as earnings reports are key volatility drivers; forecasted.
Q1 2026 earnings release and conference call scheduled. Earnings reports typically cause significant price volatility (estimated 5-10%) scheduled
As this is a recurring significant event, a market reaction of over 5% is possible depending on the results and guidance; Q1 2026 earnings release scheduled.
Quarterly dividend of $1.42 per share, ex-dividend date is 2026-04-30 scheduled. Market impact is estimated at ≥1% due to the dividend yield's influence on stock price.
KLA's fiscal third-quarter 2026 earnings release is scheduled for April 29, 2026. A price impact of at least 5% is estimated based on historical earnings volatility, and the event is scheduled.
Qualcomm's second-quarter fiscal 2026 earnings release and conference call on April 29, 2026. This is estimated to have a low impact (>=1%) as a routine financial disclosure, scheduled.
First quarter 2026 earnings release on 2026-04-28 is scheduled. High impact expected as earnings reports typically drive significant price volatility.
NXP Semiconductors is scheduled to release its financial results for the first quarter of 2026 after market close on April 28, 2026, with a conference call to follow. High importance is estimated due to the potential for ≥10% price impact following the announcement. scheduled
Q1 2026 earnings release on April 28, 2026. High impact expected due to significant market focus on AI-driven growth scheduled.
Celestica is scheduled to release its first quarter 2026 financial results after market close, with a conference call to follow on April 28, 2026, expected. This event is estimated to have a market impact of at least 1%.
Intel is scheduled to release its Q1 2026 financial results after market close on April 23, 2026. The company previously guided for Q1 revenue between $11.7 billion and $12.7 billion with non-GAAP EPS of approximately $0.00, which is considered a critical test for its ongoing turnaround. This event is expected.
Lam Research is scheduled to release its fiscal third-quarter 2026 financial results after the market closes on April 22, 2026. High importance is estimated due to potential price impact exceeding 10% typical of semiconductor earnings. Analysts forecast revenue of $5.70 billion and EPS of $1.35. This event is scheduled.
First quarter 2026 earnings results, with importance estimated at Medium as quarterly results typically drive significant price volatility, scheduled.
First quarter 2026 earnings release and investor conference call scheduled.
Q1 2026 earnings release is scheduled for 2026-04-22. Analysts forecast earnings of $1.56 per share and revenue of $4.85 billion forecasted. Market impact is estimated at ≥1% as earnings releases typically drive moderate volatility.
Annual meeting of stockholders scheduled for 2026-04-16 scheduled. Market impact is estimated at ≥1% as shareholder meetings can reveal strategic updates.
NVIDIA announced 'Ising' on April 14, 2026, the world's first family of open-source AI models designed to accelerate research and development in quantum computing by improving processor calibration and error correction.
On April 14, 2026, NVIDIA officially denied a media report that it was in discussions to acquire a major PC manufacturer. The rumor had caused a brief stock price increase for PC makers like HP and Dell.
Bank of America analysts raised their price target on ADI stock from $400.00 to $425.00 and maintained a "buy" rating, forecasted.
Qualcomm and Snap's subsidiary, Specs Inc., announced a multi-year strategic partnership on April 10, 2026, to develop future augmented reality (AR) 'Specs' glasses powered by Snapdragon platforms, with a new version scheduled for a 2026 launch. This partnership is estimated to have a medium impact (>=5%) as it strengthens Qualcomm's position in the growing AR market.
Executive Vice President and Chief Business Officer Sumit Sadana sold 24,000 shares of Micron stock on April 10, 2026, for approximately $10.1 million. Analysts estimate a 1% price impact expected.
Announced a share buyback of 5.577 million shares for HK$39.04 million on April 9, 2026, intended for future employee stock incentive plans.
On April 9, 2026, Coherent announced advancements in its Silicon Carbide (SiC) thick epitaxy capabilities for high-voltage power applications up to 10kV, targeting AI datacenter and industrial markets. The stock rose nearly 8% on the news.