Sector ledger

Tech & Semiconductors Stocks: Insider Trading and Market Alerts

Every alert InsiderWatch has sent and scored in the tech & semiconductors sector: insider buys, stake filings, policy moves and market events, with the stocks involved and how each call turned out. Listed only after the outcome is known, misses included.

Every scored tech & semiconductors call our rules make, since the record began, misses included; measured on daily closes. Method and exclusions on the methodology page.

Stocks with tech & semiconductors alerts

• $META×7
• $NVDA×7
• $MU×6
• $SOXX×6
• $GOOGL×5
• $TSM×5
• $AMD×4
• $AAPL×3
• $BABA×3
• $BOT×3
• $BTDR×3
• $GPRO×3
• $IBM×3
• $INTC×3
• $ASTS×2
• $CRWV×2
• $HUT×2
• $IWM×2
• $KEEL×2
• $MSFT×2
• $PLTR×2
• $SERV×2
• $SPIR×2
• $V×2
• $ADBE
• $ADI
• $ADTN
• $AEHR
• $AIIO
• $AMAT
• $APH
• $APO
• $APTV
• $ASML
• $ATEN
• $AUR
• $AXTI
• $BBAI
• $BLZE
• $BOXL
• $BUUU
• $CBRS
• $CEG
• $CHAI
• $CLVT
• $CORZ
• $COUR
• $CSGP
• $DBD
• $DELL
• $DIOD
• $DOCN
• $DT
• $DVLT
• $ECHO
• $ETSY
• $FLEX
• $FRVO
• $FTNT
• $GCT

Latest scored tech & semiconductors alerts

The 25 most recent. The move is the stock’s close-to-close change over the alert’s grading window; a hit means the call’s direction was right.

Scored Tech & Semiconductors alerts, newest first

Date	Stock	Alert	Call	Result
Sep 16, 2026	$IBM	IBM unit finalizes $1B CHIPS quantum foundry awardMarket event	BULLISH	MISS -4.8%
Sep 15, 2026	$DVLT	Datavault AI lands $100M tokenization services orderMarket event	BULLISH	HIT +16.3%
Sep 11, 2026	$ADBE	Adobe beats but guides below consensusMarket event	BEARISH	MISS +5.4%
Sep 10, 2026	$QMLS	QumulusAI activates $18M take-or-pay AI cloud dealMarket event	BULLISH	MISS -15.2%
Sep 9, 2026	$ADI	Analog Devices to acquire Alif Semiconductor for edge AIM&A target	BULLISH	HIT +5.5%
Sep 8, 2026	$INGM	Platinum Equity sells 13M Ingram Micro shares at $27.25Offering / dilution	BEARISH	MISS +8.9%
Sep 8, 2026	$GFS	Quantinuum finalizes $100M CHIPS award, taps GlobalFoundriesMarket event	BULLISH	HIT +2.7%
Sep 3, 2026	$PSQL	Bpifrance discloses 11.4% stake in Pasqal after de-SPACActivist stake	BULLISH	MISS -20.3%
Sep 3, 2026	$FLEX	Flex to buy EPC Power for AI data-center capabilitiesM&A target	BULLISH	HIT +6.2%
Sep 3, 2026	$BUUU	BUUU pivots to AI data centers, raises $60M privatelyOffering / dilution	BEARISH	Excluded (illiquid)
Sep 3, 2026	$NVDA	Nvidia to buy Hugging Face for ~$13 billionM&A target	BULLISH	HIT +3.0%
Sep 2, 2026	$FRVO	Fervo signs largest-ever geothermal deal with GoogleMarket event	BULLISH	HIT +1.0%
Sep 1, 2026	$PLTR	Palantir wins Army award for eight TITAN systemsMarket event	BULLISH	MISS -5.7%
Sep 1, 2026	$HUT	Anthropic to Buy Computing Power From Hut 8Market event	BULLISH	HIT +16.0%
Sep 1, 2026	$HUT	Anthropic signs $35B Lambda cloud deal at Hut 8 siteMarket event	BULLISH	HIT +10.4%
Aug 31, 2026	$APO	SLB to buy data-center cooling maker Kelvion for $4.1BM&A target	BULLISH	MISS -2.5%
Aug 30, 2026	$SPY	Warsh's hawkish Jackson Hole remarks lift rate-hike oddsPolicy / macro	BEARISH	Excluded (flat)
Aug 29, 2026	$TLS	Telos wins $38M Air Force cybersecurity contractMarket event	BULLISH	HIT +1.3%
Aug 27, 2026	$META	Meta caps legal risk with $18B settlementEnforcement	BULLISH	MISS -0.7%
Aug 26, 2026	$NVDA	OpenAI custom chip seen threatening Nvidia marginsMarket event	BEARISH	MISS +7.7%
Aug 26, 2026	$META	Meta in talks to settle teen addiction lawsuitsEnforcement	BULLISH	MISS -1.1%
Aug 25, 2026	$MU	Goldman flags worst memory shortage since 2017, Micron seen benefitingMarket event	BULLISH	Excluded (flat)
Aug 25, 2026	$BABA	Alibaba co-founder Tsai buys $10.4M, part of insider clusterInsider buy	BULLISH	MISS -9.1%
Aug 24, 2026	$VERI	Veritone CEO buys $127K of his own stockInsider buy	BULLISH	HIT +21.5%
Aug 24, 2026	$TTMI	TTM Technologies director buys $525K on the dipInsider buy	BULLISH	HIT +20.8%

Sector tags are assigned per alert by the analysis step, so a stock can appear in more than one sector. Hypothetical, close-to-close, fees excluded. Not investment advice. Full ledger on the track record.