Synopsys filed its 10-Q for the quarter ended July 31, 2026, covering revenue, operating margins, and backlog trends for the EDA software and IP licensing business. Full filing body not analyzed; description inferred from form + item codes. PMs should watch for any commentary on AI-driven EDA demand, Ansys integration progress, and updated annual guidance given Synopsys's role as a critical upstream enabler for advanced-node chip design.
NVIDIA filed an 8-K under Item 2.02 to disclose its quarterly results of operations, almost certainly accompanied by a press release covering revenue, gross margin, EPS, and forward guidance. Full filing body not analyzed; description inferred from form + item codes. For PMs, NVIDIA's results are a sector-wide bellwether: data-center GPU demand, HBM/CoWoS supply signals, and guidance language directly move SK Hynix, Samsung, and TSMC-adjacent names.
NVIDIA submitted its quarterly report (10-Q) covering the period ending July 2026, which would reflect fiscal Q2 FY2027 revenue, margins, and segment performance across Data Center, Gaming, and other units. Full filing body not analyzed; description inferred from form + item codes. PMs should watch for Blackwell ramp trajectory, Data Center revenue growth vs. consensus, and any updated management commentary on export controls or supply constraints.
Wolfspeed filed an 8-K reporting a change in officer or director status (Item 5.02), accompanied by supporting exhibits (Item 9.01). Full filing body not analyzed; description inferred from form + item codes. Unless the change involves the CEO or CFO, this filing type is typically low-impact, though any senior leadership turnover at Wolfspeed warrants monitoring given the company's ongoing SiC business repositioning.
Nebius Group (NBIS), the AI cloud infrastructure company listed on NASDAQ, filed a 6-K interim report on 2026-08-24. As a foreign private issuer, 6-K filings typically carry operational updates, financial results, or material press releases — PMs should review the actual exhibit to determine whether this contains earnings, a business update, or a capital markets event. Full filing body not analyzed; description inferred from form + item codes.
Wolfspeed filed its annual 10-K for the fiscal year ended June 28, 2026, covering full-year financials, operational performance, and risk disclosures for its silicon carbide power and RF semiconductor business. Investors should watch for updates on fab utilization at its Mohawk Valley facility, cash burn trajectory, and any restructuring or refinancing actions following the company's well-publicized financial pressures. Full filing body not analyzed; description inferred from form + item codes.
Applied Materials filed its 10-Q for the quarter ended approximately July 2026, covering revenue, margins, segment performance (Semiconductor Systems, Applied Global Services, Display), and forward-looking guidance. Full filing body not analyzed; description inferred from form + item codes. PMs should watch for WFE demand signals, advanced-node tool shipment trends, and any China export-control commentary.
Nebius Group (NBIS) submitted a 6-K foreign private issuer report to the SEC on 2026-08-20. Full filing body not analyzed; description inferred from form + item codes. 6-K filings from Nebius typically carry interim financial updates or material press releases; PMs should review the attached exhibit for any guidance revision or operational metrics tied to the company's GPU cloud and AI infrastructure build-out.
ADI filed its 10-Q covering the quarter ended August 1, 2026, disclosing updated financials, segment performance, and management commentary on demand trends across industrial, automotive, and communications end markets. Full filing body not analyzed; description inferred from form + item codes. PMs should watch for signals on industrial recovery cadence and automotive/AI-driven demand, given ADI's role as a bellwether for mixed-signal semiconductors.