Judy Bruner

October 17, 2026

AMAT Opens $5B EPIC Center Amid 21% Share Decline. Applied Materials opened a $5B EPIC Center, a new R&D facility, amid a 21% decline in its shares over the last eight sessions. The drop aligns with broader weakness in chip‑equipment stocks, driven partly by AI‑spending concerns. The EPIC Center launch may signal a focus on future growth, but the shares are near the $418.92 support level and have recently broken out of the Bollinger Bands. The shares are also touching the 200‑day moving average.

October 6, 2026

Qorvo Completes Merger with Skyworks, Targets $500M Cost Synergies. Qorvo has finished its merger with Skyworks Solutions, a deal that is expected to generate about $500 million in cost synergies. The transaction completes the combination announced earlier this year and brings together two major players in the semiconductor market. The merger may strengthen Qorvo’s product portfolio and improve operational efficiency. Investors can see the impact reflected in the company’s recent trading activity.

October 16, 2026

Rapid7 to Report Q3 2026 Results on Nov 4. Rapid7 has announced it will release its third-quarter 2026 financial results on November 4. Recent market commentary has examined whether the stock is undervalued and discussed its position among cybersecurity peers. With the stock trading near its support level, the upcoming earnings report is a key event for investors monitoring the company's performance.

October 16, 2026

Seagate eyes TDK HDD head deal amid AI storage demand. Seagate said it is evaluating a potential agreement with TDK for HDD heads as AI‑related storage demand rises. The discussion occurs while the company and Western Digital face supply‑chain concerns tied to rapid AI capacity expansion. Recent market sentiment has been negative, with shares falling amid broader worries about Toshiba and a slide in memory stocks. The stock is currently near its 52‑week low, providing context for the price movement.