📈 The chip price hike wave is gaining steam in 2H26. After #TexasInstruments# raised prices in July, #AnalogDevices# is reportedly gearing up for its second 2026 increase, set to take effect in mid-September.💡More: 🔗

Analog Devices $ADI has agreed to acquire Alif Semiconductor for $1.35 billion in cash - WSJ "Alif’s microcontrollers and fusion processors enable real-time sensor fusion, low-latency inference and on-device AI, bringing advanced intelligence to demanding physical systems"

Analog Devices said it uncovered unauthorized access to its systems last month and that, after an investigation, it found that some files were “exfiltrated” from the affected systems

The Al Server Power Supply Chain Microcontroller Unit $TXN Texas Instruments $NXPI NXP Semiconductors $IFX Infineon Technologies $STM STMicroelectronics Battery Management System $ADI Analog Devices $TXN Texas Instruments $NXPI NXP Semiconductors $IFX Infineon Technologies $STM STMicroelectronics Battery Backup $FLEX Flex Cooling Fan $VRT Vertiv Busbar $SU.EPA Schneider Electric $LR.EPA Legrand $ETN Eaton $ABB ABB $VRT Vertiv Chassis $SMCI Super Micro Computer Rack $VRT Vertiv $SU Schneider Electric $ETN Eaton $LR Legrand Power Supply Unit $FLEX Flex $AEIS Advanced Energy Industries DC-DC Converter $TXN Texas Instruments $IFX Infineon Technologies $STM STMicroelectronics $ADI Analog Devices $MPWR Monolithic Power Systems $VICR Vicor Supercapacitor $ETN Eaton

On Sept. 1, we flagged Analog Devices as a tactical buy with 3-day horizon and 80% historical hit rate. $ADI is up 2.2% in 3 days, including +1.6% today while $SPY is down 0.4%. Our tactical picks are sent out intraday and can be accessed via our app or website

Spot equities earnings on Felix this week Tuesday, August 18 > Baidu (BIDU) — before market open > Home Depot (HD) — before market open Wednesday, August 19 > Lowe's (LOW) — before market open > Analog Devices (ADI) — before market open > Wolfspeed (WOLF) — after market close Thursday, August 20 > Walmart (WMT) — before market open > NetEase (NTES) — before market open > Deere & Company (DE) — before market open Trade all earnings at

If you invested $10,000 into the iShares Semiconductor ETF $SOXX when it launched in July 2001 and held to today, you'd have $260,060 🟢 Here's how much of each stock $10,000 of $SOXX buys you today: $951 of Advanced Micro Devices $AMD $813 of Intel $INTC $770 of Micron Technology $MU $765 of NVIDIA $NVDA $736 of Broadcom $AVGO $474 of Texas Instruments $TXN $473 of Analog Devices $ADI $430 of Qualcomm $QCOM $408 of Marvell Technology $MRVL $377 of KLA $KLAC $366 of NXP Semiconductors $NXPI $364 of Applied Materials $AMAT $333 of Lam Research $LRCX $314 of Taiwan Semiconductor $TSM $310 of Monolithic Power Systems $MPWR $298 of SK Hynix $SKHY $251 of Teradyne $TER $236 of Microchip Technology $MCHP $226 of Astera Labs $ALAB $159 of ON Semiconductor $ON $153 of Credo Technology $CRDO $149 of ASML $ASML $133 of Entegris $ENTG $108 of Tower Semiconductor $TSEM $99 of ASE Technology $ASX $98 of MACOM Technology Solutions $MTSI $60 of Cerebras Systems $CBRS $55 of United Microelectronics $UMC $43 of Arm Holdings $ARM $43 of STMicroelectronics $STM

DELL $DELL CLOSED +12.0% TODAY, THE BEST PERFORMER IN THE S&P 500 Nine of eleven sectors finished green. Technology led at +1.1%, with 34 of its 50 names higher. Hardware and semis came all the way back: - Dell $DELL +12.0% - Arista Networks $ANET +5.6% - Analog Devices $ADI +4.9% - Amphenol $APH +4.6% - Cisco $CSCO +4.4% - Marvell $MRVL +4.0% - Texas Instruments $TXN +3.8% - Intel $INTC +2.6% - Advanced Micro Devices $AMD +2.5% Google $GOOGL +1.8% carried Communication Services. Apple $AAPL +1.8%, Amazon $AMZN +1.9%, Netflix $NFLX +1.8%. Utilities and Healthcare were the only red sectors. UnitedHealth $UNH -2.4% was the weakest large name, and Oracle $ORCL fell another -1.7%.

Here is every stock currently in the Invesco QQQ Trust $QQQ: NVIDIA $NVDA 8.49% weighting Apple $AAPL 7.71% Microsoft $MSFT 6.02% Micron Technology $MU 4.69% Amazon $AMZN 4.43% Advanced Micro Devices $AMD 3.34% Google (Class A) $GOOGL 3.15% Google (Class C) $GOOG 2.92% Tesla $TSLA 2.87% Broadcom $AVGO 2.83% Meta Platforms $META 2.77% Walmart $WMT 2.31% Intel $INTC 1.99% Cisco Systems $CSCO 1.93% Costco Wholesale $COST 1.86% Palantir Technologies $PLTR 1.84% Lam Research $LRCX 1.62% Applied Materials $AMAT 1.57% Netflix $NFLX 1.52% Palo Alto Networks $PANW 1.32% Space Exploration Technologies $SPCX 1.21% Amgen $AMGN 1.06% Texas Instruments $TXN 1.03% SanDisk $SNDK 1.01% Linde $LIN 1.00% KLA $KLAC 0.99% CrowdStrike Holdings $CRWD 0.98% T-Mobile US $TMUS 0.88% PepsiCo $PEP 0.85% Gilead Sciences $GILD 0.83% Marvell Technology $MRVL 0.82% Seagate Technology blockstack:native 0.82% Qualcomm $QCOM 0.78% Analog Devices $ADI 0.77% Shopify $SHOP 0.76% Western Digital $WDC 0.69% ASML Holding $ASML 0.68% Booking Holdings $BKNG 0.68% Vertex Pharmaceuticals $VRTX 0.62% Intuitive Surgical $ISRG 0.58% Starbucks $SBUX 0.54% Fortinet $FTNT 0.53% Adobe $ADBE 0.52% Automatic Data Processing $ADP 0.50% Constellation Energy $CEG 0.45% ARM Holdings $ARM 0.44% MercadoLibre $MELI 0.44% AppLovin $APP 0.42% Intuit $INTU 0.42% Comcast $CMCSA 0.42% DoorDash DASH 0.41% CSX CSX 0.40% Marriott International MAR 0.39% Monster Beverage MNST 0.39% Cadence Design Systems CDNS 0.38% Regeneron Pharmaceuticals REGN 0.38% Cintas CTAS 0.36% Synopsys SNPS 0.35% Mondelez International MDLZ 0.35% Airbnb ABNB 0.34% Datadog DDOG 0.33% Ross Stores ROST 0.33% O'Reilly Automotive ORLY 0.32% Warner Bros Discovery WBD 0.32% Lumentum Holdings LITE 0.30% American Electric Power AEP 0.30% Honeywell International HON 0.30% PACCAR PCAR 0.29% Baker Hughes BKR 0.28% Monolithic Power Systems MPWR 0.27% Diamondback Energy FANG 0.25% NXP Semiconductors NXPI 0.25% Fastenal FAST 0.25% PDD Holdings PDD 0.25% Teradyne TER 0.23% Autodesk ADSK 0.23% Honeywell Aerospace HONA 0.22% Astera Labs ALAB 0.21% Coca-Cola Europacific Partners CCEP 0.21% Xcel Energy XEL 0.21% PayPal Holdings PYPL 0.21% Paychex PAYX 0.20% Exelon EXC 0.20% Nebius Group NBIS 0.20% Keurig Dr Pepper KDP 0.19% IDEXX Laboratories IDXX 0.19% Roper Technologies ROP 0.19% Axon Enterprise AXON 0.19% Ferrovial FER 0.18% Strategy MSTR 0.18% Thomson Reuters TRI 0.18% Take-Two Interactive Software TTWO 0.18% Workday WDAY 0.18% Microchip Technology MCHP 0.17% Old Dominion Freight Line ODFL 0.17% CoreWeave CRWV 0.16% Rocket Lab RKLB 0.16% Dexcom DXCM 0.15% Alnylam Pharmaceuticals ALNY 0.15% GE HealthCare Technologies GEHC 0.14% Kraft Heinz KHC 0.14% Copart CPRT 0.13%

WE HAVE NOW OFFICIALLY COMPLETED 7 OUT OF THE 12 MONTHS IN 2026 This is how every stock in the NASDAQ 100 has performed so far in 2026 Sandisk $SNDK +411.8%🟢 Western Digital $WDC +216.3%🟢 Seagate $STX +210.9%🟢 Micron $MU +188.4%🟢 Intel $INTC +144.4%🟢 Nebius $NBIS +127.5%🟢 AMD $AMD +122.3%🟢 Marvell $MRVL +120.7%🟢 Arm Holdings $ARM +119.3%🟢 Fortinet $FTNT +103.9%🟢 Applied Materials $AMAT +97.5%🟢 Datadog $DDOG +97.1%🟢 Lumentum $LITE +93.7%🟢 Teradyne $TER +90.0%🟢 Astera Labs $ALAB +87.1%🟢 Palo Alto $PANW +80.2%🟢 Lam Research $LRCX +71.2%🟢 CrowdStrike $CRWD +62.9%🟢 Texas Instruments $TXN +58.9%🟢 Monolithic Power $MPWR +57.3%🟢 ASML $ASML +52.3%🟢 Cisco $CSCO +50.6%🟢 KLA Corp $KLAC +50.5%🟢 Ross Stores $ROST +39.4%🟢 CSX $CSX +39.0%🟢 Analog Devices $ADI +35.5%🟢 Old Dominion $ODFL +35.3%🟢 Diamondback Energy $FANG +35.0%🟢 Baker Hughes $BKR +32.8%🟢 DexCom $DXCM +25.7%🟢 Monster Beverage $MNST +25.7%🟢 Starbucks $SBUX +25.0%🟢 PACCAR $PCAR +21.2%🟢 Coca-Cola Europacific $CCEP +20.7%🟢 Marriott $MAR +20.2%🟢 Fastenal $FAST +18.9%🟢 Honeywell $HON +18.9%🟢 Amgen $AMGN +17.7%🟢 Amazon $AMZN +17.7%🟢 Microchip $MCHP +16.6%🟢 Mondelez $MDLZ +15.8%🟢 Google $GOOGL +13.8%🟢 Apple $AAPL +13.6%🟢 Broadcom $AVGO +12.5%🟢 Linde $LIN +12.2%🟢 Airbnb $ABNB +11.6%🟢 Keurig Dr Pepper $KDP +11.1%🟢 American Electric Power $AEP +10.9%🟢 Costco Wholesale $COST +10.4%🟢 Cintas CTAS +8.8%🟢 Cadence CDNS +8.8%🟢 Nvidia NVDA +7.6%🟢 Kraft Heinz KHC +6.6%🟢 Gilead Sciences GILD +6.1%🟢 Xcel Energy XEL +5.9%🟢 NXP Semiconductors NXPI +5.6%🟢 Vertex Pharmaceuticals VRTX +5.2%🟢 Exelon EXC +5.1%🟢 Paychex PAYX +4.2%🟢 ADP +3.6%🟢 Electronic Arts EA +2.7%🟢 Ferrovial FER +0.8%🟢 CoreWeave CRWV +0.2%🟢 Walmart WMT -0.2%🔴 Regeneron Pharmaceuticals REGN -1.2%🔴 PayPal PYPL -2.0%🔴 O'Reilly Automotive ORLY -2.0%🔴 PepsiCo PEP -2.8%🔴 Microsoft MSFT -3.9%🔴 Take-Two TTWO -5.1%🔴 MercadoLibre MELI -6.8%🔴 Rocket Lab RKLB -6.9%🔴 Axon AXON -7.1%🔴 Warner Bros. Discovery WBD -8.7%🔴 Booking BKNG -10.0%🔴 Roper ROP -11.9%🔴 DoorDash DASH -13.4%🔴 Qualcomm QCOM -13.7%🔴 Comcast CMCSA -14.4%🔴 T-Mobile TMUS -14.9%🔴 Meta Platforms META -15.7%🔴 GE HealthCare Technologies GEHC -17.1%🔴 Synopsys SNPS -17.2%🔴 IDEXX IDXX -17.4%🔴 Autodesk ADSK -20.9%🔴 PDD Holdings PDD -21.9%🔴 Netflix NFLX -23.5%🔴 Thomson Reuters TRI -24.5%🔴 Workday WDAY -25.4%🔴 Copart CPRT -25.6%🔴 Constellation Energy CEG -25.6%🔴 Shopify SHOP -27.2%🔴 SpaceX SPCX -27.8%🔴 Adobe ADBE -28.5%🔴 Honeywell Aerospace HONA -30.5%🔴 Palantir PLTR -30.8%🔴 Tesla TSLA -30.8%🔴 Intuitive Surgical ISRG -37.6%🔴 Strategy MSTR -38.6%🔴 AppLovin APP -41.3%🔴 Alnylam Pharmaceuticals ALNY -48.3%🔴 Intuit INTU -52.3%🔴