Everything we've seen

1. ❖Oct 6, 5:08 AMnewsvia finnhub

   Skyworks completes Qorvo deal, expects $500m in cost synergies

   The merged entity will expand market reach, technology portfolio and target $500m in annual cost savings within three years.

2. ❖Oct 5, 7:39 PMnewsvia finnhub

   Why Skyworks Solutions (SWKS) Shares Are Trading Lower Today

   Shares of wireless chips maker Skyworks Solutions (NASDAQ: SWKS) fell 2.8% in the afternoon session after the company announced the completion of its transaction to combine with Qorvo to form a specialized semiconductor business.

3. ❖Oct 5, 6:43 PMnewsvia finnhub

   Skyworks Announces Expiration and Final Results of Exchange Offers for Qorvo’s Senior Notes due 2029 and 2031

   IRVINE, Calif., Oct. 05, 2026 (GLOBE NEWSWIRE) -- Skyworks Solutions, Inc. (Nasdaq: SWKS) (“Skyworks”), a leading developer, manufacturer and provider of analog and mixed-signal semiconductors and solutions for numerous applications, today announced the expiration and final results of its previously announced offers to holders of Qorvo Notes (as defined herein) to exchange (the “Exchange Offers”) any and all outstanding 4.375% Senior Notes due 2029 (the “2029 Qorvo Notes”) and any and all outsta

4. ❖Oct 5, 8:34 AMnewsvia finnhub

   Skyworks Completes Combination with Qorvo

   Expands technology portfolio and addressable market, with $500 million or more in expected annual cost synergies and immediate non-GAAP EPS accretionIRVINE, Calif., Oct. 05, 2026 (GLOBE NEWSWIRE) -- Skyworks (Nasdaq: SWKS) today announced the successful completion of its combination with Qorvo. The close of the transaction creates a U.S.-based, global leader in high-performance radio frequency (RF), power management, and analog and mixed-signal semiconductor solutions. “This combination is about

5. ❖Oct 5, 3:31 AMnewsvia finnhub

   Stocktwits M&A Watch: Paramount-Warner Bros Combination, Skyworks-Qorvo Merger, AMD’s World Labs Acquisition In Focus

   Among the major deals in focus are Paramount Skydance and Warner Bros. Discovery’s merger, Skyworks and Qorvo’s combination, and Advanced Micro Devices’ acquisition of World Labs.

6. ❖Oct 4, 6:05 AMnewsvia finnhub

   Does Skyworks’ Russell Index Exit Recast the Mobile Concentration Narrative for Skyworks Solutions (SWKS)?

   In early October 2026, Skyworks Solutions, Inc. was removed from several Russell defensive and value indices, including the Russell 1000 Defensive, Russell 1000 Value-Defensive, Russell Midcap Defensive, Russell Midcap Val-Defensive, Russell 2500 Defensive and Russell 2500 Value-Defensive, reflecting updated index methodologies and eligibility criteria. Because many institutional portfolios track these Russell indices, Skyworks Solutions’ simultaneous removal from multiple benchmarks can...

7. ❖Oct 3, 3:47 AMnewsvia finnhub

   Skyworks: The Qorvo Deal Could Finally Change The Investment Case

   Skyworks is an analog and mixed-signal semiconductor company focused mainly on RF and connectivity products. Learn why SWKS stock is a buy.

8. ❖Oct 1, 6:00 PMnewsvia finnhub

   Vylor Added to the S&P 500; Twilio Set to Join S&P 500; Others to Join S&P MidCap 400 and S&P SmallCap 600

   S&P Dow Jones Indices will make the following changes to the S&P 500, S&P MidCap 400, S&P SmallCap 600:

9. ❖Sep 30, 7:11 PMnewsvia finnhub

   Skyworks Announces Extension of Expiration Date of Exchange Offers for Qorvo’s Senior Notes due 2029 and 2031

   IRVINE, Calif., Sept. 30, 2026 (GLOBE NEWSWIRE) -- Skyworks Solutions, Inc. (Nasdaq: SWKS) (“Skyworks”), a leading developer, manufacturer and provider of analog and mixed-signal semiconductors and solutions for numerous applications, today announced that it has extended the expiration date of its previously announced offers to holders of Qorvo Notes (as defined herein) to exchange (the “Exchange Offers”) any and all outstanding 4.375% Senior Notes due 2029 (the “2029 Qorvo Notes”) and any and a

10. ❖Sep 30, 8:30 AMnewsvia finnhub

    Skyworks Receives All Necessary Clearances for Proposed Combination with Qorvo

    IRVINE, Calif., Sept. 30, 2026 (GLOBE NEWSWIRE) -- Skyworks Solutions, Inc. (Nasdaq: SWKS) today announced that it has received all necessary regulatory clearances to proceed with the previously announced transaction with Qorvo, Inc. (Nasdaq: QRVO) (the “Mergers”). The parties expect to close the Mergers on or about October 5, 2026, subject to the satisfaction or waiver of the remaining customary closing conditions. Skyworks and Qorvo previously announced on October 28, 2025 their agreement to c

11. ❖Sep 25, 6:34 PMnewsvia finnhub

    Skyworks Announces Extension of Expiration Date of Exchange Offers for Qorvo’s Senior Notes due 2029 and 2031

    IRVINE, Calif., Sept. 25, 2026 (GLOBE NEWSWIRE) -- Skyworks Solutions, Inc. (Nasdaq: SWKS) (“Skyworks”), a leading developer, manufacturer and provider of analog and mixed-signal semiconductors and solutions for numerous applications, today announced that it has extended the expiration date of its previously announced offers to holders of Qorvo Notes (as defined herein) to exchange (the “Exchange Offers”) any and all outstanding 4.375% Senior Notes due 2029 (the “2029 Qorvo Notes”) and any and a

12. ❖Sep 25, 1:14 PMnewsvia finnhub

    What Should Skyworks Solutions (SWKS) Investors Watch After Its Index Removal?

    Skyworks Solutions (NasdaqGS:SWKS) is set to be removed from the PHLX Semiconductor Sector Index, affecting its role in that benchmark. The business reported new details on its planned merger with Qorvo, including an update on required regulatory and financing steps. Management also extended the related debt exchange offers that support the Qorvo transaction, keeping those terms open beyond the original deadline. The index removal and Qorvo merger updates matter, but investors should weigh...

13. ?Sep 24, 1:20 PMdecisionconsidered

    Agent 7 — Day Trader — decide: skip

    QRVO is down 1.73% today, which is a meaningful but not outsized move. Key concerns that push continuation probability below 0.5: (1) The macro context shows the 5-year forward inflation rate (T5YIFR) at 2.0σ above trend, which is a headwind for rate-sensitive sectors broadly — semiconductors/RF chips like QRVO can be rate-sensitive, but this macro signal is already known and likely priced in session-wide rather than being a fresh catalyst specific to QRVO. (2) No news headlines are present to explain the move or sustain further directional flow — while absence of news doesn't disqualify continuation, it leaves the move's origin unclear and raises the probability this is mean-reverting flow rather than fundamental repricing. (3) With 145 minutes remaining there is ample time for a reversal or fade into close, which is common for moves of this modest magnitude that lack a clear catalyst. (4) A -1.73% move sits at the lower end of the 2-5% 'meaningful conviction' threshold, making it harder to confirm strong institutional directional flow. The elevated inflation expectations macro backdrop could modestly pressure risk assets into close, but it is not specific enough to QRVO to drive a high-confidence continuation call. On balance, the setup does not clear the 0.5 threshold needed to act.

14. !Sep 24, 1:20 PMsignalseverity -0.02

    Agent 7 — Day Trader — day_trade_skipped

    QRVO is down 1.73% today, which is a meaningful but not outsized move. Key concerns that push continuation probability below 0.5: (1) The macro context shows the 5-year forward inflation rate (T5YIFR) at 2.0σ above trend, which is a headwind for rate-sensitive sectors broadly — semiconductors/RF chips like QRVO can be rate-sensitive, but this macro signal is already known and likely priced in session-wide rather than being a fresh catalyst specific to QRVO. (2) No news headlines are present to explain the move or sustain further directional flow — while absence of news doesn't disqualify continuation, it leaves the move's origin unclear and raises the probability this is mean-reverting flow rather than fundamental repricing. (3) With 145 minutes remaining there is ample time for a reversal or fade into close, which is common for moves of this modest magnitude that lack a clear catalyst. (4) A -1.73% move sits at the lower end of the 2-5% 'meaningful conviction' threshold, making it harder to confirm strong institutional directional flow. The elevated inflation expectations macro backdrop could modestly pressure risk assets into close, but it is not specific enough to QRVO to drive a high-confidence continuation call. On balance, the setup does not clear the 0.5 threshold needed to act.

15. ❖Sep 24, 12:13 PMnewsvia finnhub

    What Does Qorvo (QRVO) Leaving A Key Chip Index Mean For Investors?

    Qorvo (NasdaqGS: QRVO) has been removed from the PHLX Semiconductor Sector Index, according to the latest index rebalancing update. The PHLX Semiconductor Sector Index is widely tracked by institutional funds that benchmark against US semiconductor equities. Changes to the index composition can influence which semiconductor stocks are held by passive and rules based investment products. The removal of Qorvo from the PHLX Semiconductor Sector Index is important, but investors should weigh it...

16. ?Sep 24, 11:55 AMdecisionconsidered

    Agent 7 — Day Trader — decide: skip

    QRVO is down ~2% with 230 minutes remaining — a meaningful move with ample time for continuation. No headlines are present to explain the move, which is common and not disqualifying. The macro context shows 5Y5Y forward inflation (T5YIFR) elevated at 2.0σ above trend, which is rate-sensitive broadly. QRVO (Qorvo) is a semiconductor/RF components name — not a direct rate-sensitive play, but elevated inflation expectations can pressure growth-adjacent tech names via multiple compression. The -2% move reflects real selling conviction. However, without a clear catalyst or volume confirmation data, and given that the move is just at the threshold of 'meaningful' (not a strong 3-5% flush), there is no strong asymmetric reason to push continuation probability higher. No reversal signals are apparent, and time is ample. This is a borderline momentum setup — no strong reason to fade, no strong reason to chase aggressively. Assigning baseline continuation probability at 0.5 consistent with the system's tie-goes-to-the-trade rule.

17. !Sep 24, 11:55 AMsignalseverity -0.02

    Agent 7 — Day Trader — day_trade_skipped

    QRVO is down ~2% with 230 minutes remaining — a meaningful move with ample time for continuation. No headlines are present to explain the move, which is common and not disqualifying. The macro context shows 5Y5Y forward inflation (T5YIFR) elevated at 2.0σ above trend, which is rate-sensitive broadly. QRVO (Qorvo) is a semiconductor/RF components name — not a direct rate-sensitive play, but elevated inflation expectations can pressure growth-adjacent tech names via multiple compression. The -2% move reflects real selling conviction. However, without a clear catalyst or volume confirmation data, and given that the move is just at the threshold of 'meaningful' (not a strong 3-5% flush), there is no strong asymmetric reason to push continuation probability higher. No reversal signals are apparent, and time is ample. This is a borderline momentum setup — no strong reason to fade, no strong reason to chase aggressively. Assigning baseline continuation probability at 0.5 consistent with the system's tie-goes-to-the-trade rule.

18. ❖Sep 24, 1:11 AMnewsvia finnhub

    Sivers Semiconductors Makes Changes to Senior Leadership Team for Next Phase of Commercial Growth

    Sivers Semiconductors AB (STO: SIVE), a global leader in photonics and wireless technologies, today announced a series of senior leadership changes across its Wireless and Photonics businesses as the company moves into its next phase of commercial growth.

19. ❖Sep 22, 3:12 PMnewsvia finnhub

    Skyworks Just Surged 33% in a Month: Is It Too Late to Buy SWKS Stock Now?

    Skyworks stock has outrun its merger partner, its biggest competitor, and the entire chip sector in a single month, but the real question is whether that move is the beginning of something bigger or a closing-bell signal that the trade is over.

20. ❖Sep 21, 4:33 PMnewsvia finnhub

    Chip Stocks Rise As Four New Names Join SOX Index. AMD Breaks Out.

    The Philadelphia semiconductor index, known as SOX, rose Monday after completing its annual reconstitution.

21. ❖Sep 21, 12:53 PMnewsvia finnhub

    Qualcomm Jumps 7% as AI Interconnect Demo Points Past Handsets; Skyworks and Qorvo Sit Out the Rally

    A trade show demonstration quietly repositioned Qualcomm inside one of the market's most coveted growth stories, and the divergence from its closest chip peers reveals exactly what investors think the moment is worth.

22. ❖Sep 21, 11:34 AMnewsvia finnhub

    3 Cash-Producing Stocks with Warning Signs

    A company that generates cash isn’t automatically a winner. Some businesses stockpile cash but fail to reinvest wisely, limiting their ability to expand.

23. ❖Sep 21, 1:36 AMnewsvia finnhub

    Most Qorvo (QRVO) Bondholders Said Yes, but Skyworks (SWKS) Is Still Waiting

    On September 18, Skyworks Solutions (NASDAQ:SWKS) extended the deadline on its offers to swap Qorvo (NASDAQ:QRVO) bonds for new Skyworks debt, moving it to September 25. Bondholders are hardly balking. But the swap cannot settle until the Qorvo merger closes, so the real story is timing, and a routine bond notice turns out to be […]

24. ?Sep 18, 2:15 PMdecisionconsidered

    Agent 7 — Day Trader — decide: skip

    QRVO is down 2.21% today with no attributable headline catalyst, suggesting this is flow-driven — likely sector rotation or broad risk-off pressure. The macro context shows 5Y5Y forward inflation (T5YIFR) elevated at 1.8σ above trend, which pressures rate-sensitive sectors and can weigh on growth/semi names like QRVO. However, with 90 minutes remaining, there is meaningful time for either continuation or mean reversion. The move is real but sits just at the threshold of 'meaningful conviction' (2.21%), and without a news catalyst or clear sector breakdown narrative, the fade risk into the close is non-trivial. No reversal pattern is confirmed either. Given the system's bounded risk profile and the slight macro tailwind favoring continued pressure on rate-sensitive equities, a marginal continuation lean is warranted, but this is a low-conviction read that barely clears the threshold.

25. !Sep 18, 2:15 PMsignalseverity -0.02

    Agent 7 — Day Trader — day_trade_skipped

    QRVO is down 2.21% today with no attributable headline catalyst, suggesting this is flow-driven — likely sector rotation or broad risk-off pressure. The macro context shows 5Y5Y forward inflation (T5YIFR) elevated at 1.8σ above trend, which pressures rate-sensitive sectors and can weigh on growth/semi names like QRVO. However, with 90 minutes remaining, there is meaningful time for either continuation or mean reversion. The move is real but sits just at the threshold of 'meaningful conviction' (2.21%), and without a news catalyst or clear sector breakdown narrative, the fade risk into the close is non-trivial. No reversal pattern is confirmed either. Given the system's bounded risk profile and the slight macro tailwind favoring continued pressure on rate-sensitive equities, a marginal continuation lean is warranted, but this is a low-conviction read that barely clears the threshold.

26. ❖Sep 18, 1:58 PMnewsvia finnhub

    Qualcomm Drops 6% as Past Month’s Rally Unwinds; Skyworks and Qorvo Slip

    Qualcomm is selling off sharply on a day when the broader chip fund is climbing, and the disconnect between those two moves points to something specific happening inside one of the market's most closely watched semiconductor names.

27. ?Sep 18, 10:30 AMdecisionconsidered

    Agent 7 — Day Trader — decide: skip

    QRVO is down 1.75% today, a moderate but not extreme move. No headlines are available to explain the move, which means it could be broad sector rotation or quiet institutional selling. The macro context shows 5-year forward inflation expectations (T5YIFR) elevated at 1.8σ above trend — QRVO (Qorvo) is a semiconductor/RF components company, not classically rate-sensitive in the same way as utilities or REITs, but elevated inflation expectations can weigh on growth/tech-adjacent names via discount rate pressure. This provides mild directional support for the downside continuation thesis. However, the move is only 1.75%, which is below the 2-5% 'high conviction flow' threshold, making it harder to read as a strong institutional directional bet. With 315 minutes remaining (well over 5 hours — this is effectively a mid-morning read), there is ample time for the move to continue or reverse. The combination of moderate move magnitude, no news catalyst, mild macro headwind (elevated inflation expectations pressuring multiples), and no reversal signal detected keeps this at the minimum threshold. No strong reason to expect a fade, but no strong continuation pressure either. Assigning baseline continuation probability of 0.50.

28. !Sep 18, 10:30 AMsignalseverity -0.02

    Agent 7 — Day Trader — day_trade_skipped

    QRVO is down 1.75% today, a moderate but not extreme move. No headlines are available to explain the move, which means it could be broad sector rotation or quiet institutional selling. The macro context shows 5-year forward inflation expectations (T5YIFR) elevated at 1.8σ above trend — QRVO (Qorvo) is a semiconductor/RF components company, not classically rate-sensitive in the same way as utilities or REITs, but elevated inflation expectations can weigh on growth/tech-adjacent names via discount rate pressure. This provides mild directional support for the downside continuation thesis. However, the move is only 1.75%, which is below the 2-5% 'high conviction flow' threshold, making it harder to read as a strong institutional directional bet. With 315 minutes remaining (well over 5 hours — this is effectively a mid-morning read), there is ample time for the move to continue or reverse. The combination of moderate move magnitude, no news catalyst, mild macro headwind (elevated inflation expectations pressuring multiples), and no reversal signal detected keeps this at the minimum threshold. No strong reason to expect a fade, but no strong continuation pressure either. Assigning baseline continuation probability of 0.50.

29. ❖Sep 17, 3:22 PMnewsvia finnhub

    Qualcomm Just Rallied 18% in a Month: Take Profits, or Buy More?

    Qualcomm just posted its best month in a while, but its two closest peers beat it handily during the same rally. Whether that gap signals a buying opportunity or a warning depends entirely on what actually drove the move.

30. ❖Sep 17, 11:21 AMnewsvia finnhub

    Watching Broadcom; Hearing Investor Business Daily SwingTrader Buys Stock

31. ?Sep 16, 3:30 PMdecisionconsidered

    Agent 7 — Day Trader — decide: skip

    QRVO is down 3.12% with only 15 minutes remaining until the forced close. The move is meaningful in magnitude and likely reflects real selling pressure, but the critical constraint here is time — with just 15 minutes left, there is very little runway for the move to extend further before the 3:45 PM ET cutoff. Late-session dynamics often include mean-reversion as intraday traders cover shorts and book profits, especially in the absence of any catalyzing headline. The macro backdrop (T5YIFR elevated at 1.9σ above trend) adds mild headwinds to rate-sensitive sectors broadly, which could include QRVO as a semiconductor/RF components name, but this is a weak tailwind for continuation at best. No news is present to sustain conviction selling. The combination of no news, very limited time remaining, and typical late-day short-covering behavior pushes this below the 0.5 threshold. Declining to take the trade.

32. !Sep 16, 3:30 PMsignalseverity -0.03

    Agent 7 — Day Trader — day_trade_skipped

    QRVO is down 3.12% with only 15 minutes remaining until the forced close. The move is meaningful in magnitude and likely reflects real selling pressure, but the critical constraint here is time — with just 15 minutes left, there is very little runway for the move to extend further before the 3:45 PM ET cutoff. Late-session dynamics often include mean-reversion as intraday traders cover shorts and book profits, especially in the absence of any catalyzing headline. The macro backdrop (T5YIFR elevated at 1.9σ above trend) adds mild headwinds to rate-sensitive sectors broadly, which could include QRVO as a semiconductor/RF components name, but this is a weak tailwind for continuation at best. No news is present to sustain conviction selling. The combination of no news, very limited time remaining, and typical late-day short-covering behavior pushes this below the 0.5 threshold. Declining to take the trade.

33. ?Sep 16, 12:00 PMdecisionconsidered

    Agent 7 — Day Trader — decide: skip

    QRVO is down 1.63% today, which is a modest but meaningful intraday decline. However, several factors push against continuation: (1) The move is below the 2-5% threshold that signals strong institutional conviction — at -1.63% this could easily be noise or thin selling pressure rather than a directional flow event. (2) The macro context is mildly unfavorable for continuation — the 5-year forward inflation rate (T5YIFR) is elevated at 1.9σ above trend, which pressures rate-sensitive sectors broadly, but QRVO (a semiconductor/RF components company) is not a primary rate-sensitive name, so the macro tailwind for downside is weak and indirect. (3) No news headlines are present, which per guidance does not disqualify the setup, but combined with a sub-2% move it weakens the conviction narrative. (4) 225 minutes remaining (nearly full afternoon session) provides time for the move to develop, which is a mild positive for continuation. (5) With no clear catalyst and a modest magnitude, there is meaningful mean-reversion risk into the close — afternoon sessions without a news driver often see partial fades of morning moves. On balance, the evidence does not support a high-confidence continuation call, and the probability sits just below the 0.5 action threshold. I do not see sufficient reason to take the downside trade here.

34. !Sep 16, 12:00 PMsignalseverity -0.02

    Agent 7 — Day Trader — day_trade_skipped

    QRVO is down 1.63% today, which is a modest but meaningful intraday decline. However, several factors push against continuation: (1) The move is below the 2-5% threshold that signals strong institutional conviction — at -1.63% this could easily be noise or thin selling pressure rather than a directional flow event. (2) The macro context is mildly unfavorable for continuation — the 5-year forward inflation rate (T5YIFR) is elevated at 1.9σ above trend, which pressures rate-sensitive sectors broadly, but QRVO (a semiconductor/RF components company) is not a primary rate-sensitive name, so the macro tailwind for downside is weak and indirect. (3) No news headlines are present, which per guidance does not disqualify the setup, but combined with a sub-2% move it weakens the conviction narrative. (4) 225 minutes remaining (nearly full afternoon session) provides time for the move to develop, which is a mild positive for continuation. (5) With no clear catalyst and a modest magnitude, there is meaningful mean-reversion risk into the close — afternoon sessions without a news driver often see partial fades of morning moves. On balance, the evidence does not support a high-confidence continuation call, and the probability sits just below the 0.5 action threshold. I do not see sufficient reason to take the downside trade here.

35. ?Sep 16, 10:25 AMdecisionconsidered

    Agent 7 — Day Trader — decide: skip

    QRVO is down 2.75% today with no attributable headline, suggesting this is flow/positioning-driven rather than news-driven. The macro context shows the 5Y5Y forward inflation rate elevated 1.9σ above trend, which pressures rate-sensitive and growth-oriented sectors broadly — QRVO as a semiconductor/RF components name can be sensitive to rate and growth expectations, providing a mild macro tailwind to the downside move. With 320 minutes remaining (essentially a full afternoon session), there is ample time for continuation if momentum holds. However, the absence of a catalyst means this could be a morning gap or institutional trade that has already largely played out, and without volume data confirming sustained selling pressure, confidence in continuation is limited. No reversal signals are evident from the data provided, and the move magnitude (nearly 3%) is meaningful enough to represent real conviction. On balance, lean modestly toward continuation given time remaining, macro headwinds, and no counter-catalyst, but the setup is ordinary rather than high-conviction — probability sits at the lower end of the continuation range.

36. !Sep 16, 10:25 AMsignalseverity -0.03

    Agent 7 — Day Trader — day_trade_skipped

    QRVO is down 2.75% today with no attributable headline, suggesting this is flow/positioning-driven rather than news-driven. The macro context shows the 5Y5Y forward inflation rate elevated 1.9σ above trend, which pressures rate-sensitive and growth-oriented sectors broadly — QRVO as a semiconductor/RF components name can be sensitive to rate and growth expectations, providing a mild macro tailwind to the downside move. With 320 minutes remaining (essentially a full afternoon session), there is ample time for continuation if momentum holds. However, the absence of a catalyst means this could be a morning gap or institutional trade that has already largely played out, and without volume data confirming sustained selling pressure, confidence in continuation is limited. No reversal signals are evident from the data provided, and the move magnitude (nearly 3%) is meaningful enough to represent real conviction. On balance, lean modestly toward continuation given time remaining, macro headwinds, and no counter-catalyst, but the setup is ordinary rather than high-conviction — probability sits at the lower end of the continuation range.

37. ❖Sep 16, 9:11 AMnewsvia finnhub

    Company News for Sep 16, 2026

    Companies in The News Are: FPS, SWKS, QRVO, AXON, VLO

38. ❖Sep 16, 7:12 AMnewsvia finnhub

    Qorvo (QRVO) Stock Looks Overvalued As Its 37% Rally Extends

    Qorvo has had a strong run in 2026, and the sharp move has pushed a straightforward question to the front of the queue for investors who care most about cash generation. Are the cash flows that Qorvo can realistically produce over time enough to justify where the stock trades today? With the share price up 36.8% year to date, a much larger slice of your potential return now depends on whether Qorvo’s current valuation lines up with its cash producing power. Progress toward a merger with...

39. ❖Sep 15, 2:48 PMnewsvia finnhub

    Skyworks Solutions Stock Snaps Back From AI Selloff to Lead the S&P 500

    Skyworks Solutions stock is the best-performing S&P 500 component on Tuesday as shares of the Apple supplier pick up momentum after a momentary blip on Monday.

40. ❖Sep 15, 1:34 PMnewsvia finnhub

    Skyworks gains 12% on Apple component hopes and Qorvo merger progress

    Skyworks Solutions Inc (NASDAQ:SWKS) rallied as Apple Inc (NASDAQ:AAPL, XETRA:APC) smartphone launch raised expectations for stronger component sales, while progress on its pending Qorvo Inc (NASDAQ:QRVO) merger eased deal uncertainty. The chipmaker's shares rose 12% to $89.06 in afternoon...

41. ❖Sep 15, 11:55 AMnewsvia finnhub

    Smartphone Chip Stocks Rally While Large-Cap Technology Slips: Skyworks Jumps 11%, Qorvo Rises 7%, Qualcomm Climbs 4%

    Three handset chip names are surging while the rest of large-cap tech slides lower, and no earnings release or analyst note explains the divergence. The reason behind the rotation tells you something important about where semiconductor money is quietly moving.

42. ❖Sep 15, 9:27 AMnewsvia finnhub

    10-Year Yield Tops 5%, Oil Storms Past $105: Stock Market Today

    The 10-year Treasury yield broke 5% for the first time since 2007 as WTI surged past $105 on Saudi pipeline outages, pressuring stocks ahead of the Fed.

43. ?Sep 15, 7:00 AMdecisionconsidered

    Agent 8 — Dip Buyer (Peer-Aware) — decide: skip

    QRVO (Qorvo) is down 10.2% from its 30-day high, a modest dip with no confirmed fundamental impairment visible in the SEC filings or news — the 8-Ks lack metrics and the sole headline is a bearish listicle with no specifics. The IT sector is outperforming (rank 2/11, +3.75pts vs SPY over 30d), which means QRVO is lagging its sector peers, suggesting idiosyncratic pressure rather than a sector-wide flush. Two insider sales by senior executives (SVP HPA and CFO) on the same date during the dip are a mild negative signal, even acknowledging potential 10b5-1 plan noise. Earnings are 49 days out at consensus $1.98 EPS, which is a non-factor for near-term binary risk, but the lack of any positive confirmation signals (no insider buys, no unusual call flow, no analyst upgrades) limits conviction for a large rebound.

44. !Sep 15, 7:00 AMsignalseverity 0.10

    Agent 8 — Dip Buyer (Peer-Aware) — dip_skipped

    QRVO (Qorvo) is down 10.2% from its 30-day high, a modest dip with no confirmed fundamental impairment visible in the SEC filings or news — the 8-Ks lack metrics and the sole headline is a bearish listicle with no specifics. The IT sector is outperforming (rank 2/11, +3.75pts vs SPY over 30d), which means QRVO is lagging its sector peers, suggesting idiosyncratic pressure rather than a sector-wide flush. Two insider sales by senior executives (SVP HPA and CFO) on the same date during the dip are a mild negative signal, even acknowledging potential 10b5-1 plan noise. Earnings are 49 days out at consensus $1.98 EPS, which is a non-factor for near-term binary risk, but the lack of any positive confirmation signals (no insider buys, no unusual call flow, no analyst upgrades) limits conviction for a large rebound.

45. ?Sep 15, 7:00 AMdecisionconsidered

    Agent 5 — Dip Buyer (Evolving) — decide: skip

    QRVO is down 10.2% from its 30-day high, a meaningful but sub-15% dip that doesn't trigger the strong mean-reversion signal. The IT sector is outperforming the broad market (rank 2 of 11, +3.75pts vs SPY over 30d), which means this drop appears idiosyncratic to QRVO rather than sector-wide noise — a negative signal. Insider activity shows two SVP-level sales on the same date (including the CFO), which is a clustered insider sale pattern worth noting negatively. Earnings are 49 days away (clean runway, a mild positive), but no options flow data and a bearish news headline add uncertainty. Macro headwinds are present: 10Y at 4.95% is above the 4.5% threshold (a headwind for a semiconductor/analog chip name like QRVO), and today's broad market is risk-off (QQQ -1.09%, VXX +2.05%). Net signal score: sector outperformance while stock drops idiosyncratically (-1), clustered insider sales (-1), high 10Y yield (-1), no earnings within 30 days (+1), macro neutral-to-soft (-0 to -1) = net roughly -2 to -3, below the threshold for a buy.

46. !Sep 15, 7:00 AMsignalseverity 0.10

    Agent 5 — Dip Buyer (Evolving) — dip_skipped

    QRVO is down 10.2% from its 30-day high, a meaningful but sub-15% dip that doesn't trigger the strong mean-reversion signal. The IT sector is outperforming the broad market (rank 2 of 11, +3.75pts vs SPY over 30d), which means this drop appears idiosyncratic to QRVO rather than sector-wide noise — a negative signal. Insider activity shows two SVP-level sales on the same date (including the CFO), which is a clustered insider sale pattern worth noting negatively. Earnings are 49 days away (clean runway, a mild positive), but no options flow data and a bearish news headline add uncertainty. Macro headwinds are present: 10Y at 4.95% is above the 4.5% threshold (a headwind for a semiconductor/analog chip name like QRVO), and today's broad market is risk-off (QQQ -1.09%, VXX +2.05%). Net signal score: sector outperformance while stock drops idiosyncratically (-1), clustered insider sales (-1), high 10Y yield (-1), no earnings within 30 days (+1), macro neutral-to-soft (-0 to -1) = net roughly -2 to -3, below the threshold for a buy.

47. ❖Sep 15, 5:53 AMnewsvia finnhub

    Radiant Logistics, Waystar, Forgent Power Solutions And Other Big Stocks Moving Higher On Tuesday

    U.S. stocks fell, but Radiant Logistics surged 17.8% after beating Q4 estimates. Waystar, Telix and Forgent also posted strong gains.

48. ❖Sep 14, 8:43 PMnewsvia finnhub

    Penguin Solutions, Kulicke and Soffa, and Qorvo Shares Plummet, What You Need To Know

    A number of stocks fell in the afternoon session after the chief executives of Anthropic, OpenAI, and SpaceX publicly united to call for a deliberate slowdown in the development of frontier AI models over escalating safety risks. According to CNBC, the sell-off was triggered by an essay published over the weekend by Anthropic CEO Dario Amodei, who urged a more cautious approach to frontier model advancement and called for independent safety monitoring. In a rare show of unity among competitors,

49. ?Sep 14, 6:04 PMdecisionconsidered

    Agent 4 — Dip Buyer (Frozen) — decide: skip

    The 10.4% drawdown from the 30-day high is moderate and not accompanied by any company-specific negative catalysts such as guidance cuts, accounting issues, or earnings misses in the available SEC filings. However, the single bearish news headline flagging QRVO as a potential cliff-faller introduces meaningful uncertainty, and the macro backdrop shows a yield curve that is flatter than trend (T10Y2Y at 1.9σ below 24-month average), which is mildly unhelpful for risk assets and particularly for cyclical semiconductor/RF chip names like Qorvo. The 8-K filed in August contains no disclosed metrics, offering little reassurance about near-term fundamentals.

50. !Sep 14, 6:04 PMsignalseverity 0.10

    Agent 4 — Dip Buyer (Frozen) — dip_skipped

    The 10.4% drawdown from the 30-day high is moderate and not accompanied by any company-specific negative catalysts such as guidance cuts, accounting issues, or earnings misses in the available SEC filings. However, the single bearish news headline flagging QRVO as a potential cliff-faller introduces meaningful uncertainty, and the macro backdrop shows a yield curve that is flatter than trend (T10Y2Y at 1.9σ below 24-month average), which is mildly unhelpful for risk assets and particularly for cyclical semiconductor/RF chip names like Qorvo. The 8-K filed in August contains no disclosed metrics, offering little reassurance about near-term fundamentals.

51. ?Sep 14, 4:21 PMdecisionconsidered

    Agent 8 — Dip Buyer (Peer-Aware) — decide: skip

    QRVO (Qorvo) is down 10.2% from its 30-day high, a modest dip with no confirmed fundamental impairment visible in the SEC filings or news — the 8-Ks lack metrics and the sole headline is a bearish listicle with no specifics. The IT sector is outperforming (rank 2/11, +3.75pts vs SPY over 30d), which means QRVO is lagging its sector peers, suggesting idiosyncratic pressure rather than a sector-wide flush. Two insider sales by senior executives (SVP HPA and CFO) on the same date during the dip are a mild negative signal, even acknowledging potential 10b5-1 plan noise. Earnings are 49 days out at consensus $1.98 EPS, which is a non-factor for near-term binary risk, but the lack of any positive confirmation signals (no insider buys, no unusual call flow, no analyst upgrades) limits conviction for a large rebound.

52. !Sep 14, 4:21 PMsignalseverity 0.10

    Agent 8 — Dip Buyer (Peer-Aware) — dip_skipped

    QRVO (Qorvo) is down 10.2% from its 30-day high, a modest dip with no confirmed fundamental impairment visible in the SEC filings or news — the 8-Ks lack metrics and the sole headline is a bearish listicle with no specifics. The IT sector is outperforming (rank 2/11, +3.75pts vs SPY over 30d), which means QRVO is lagging its sector peers, suggesting idiosyncratic pressure rather than a sector-wide flush. Two insider sales by senior executives (SVP HPA and CFO) on the same date during the dip are a mild negative signal, even acknowledging potential 10b5-1 plan noise. Earnings are 49 days out at consensus $1.98 EPS, which is a non-factor for near-term binary risk, but the lack of any positive confirmation signals (no insider buys, no unusual call flow, no analyst upgrades) limits conviction for a large rebound.

53. ?Sep 14, 4:21 PMdecisionconsidered

    Agent 5 — Dip Buyer (Evolving) — decide: skip

    QRVO is down 10.2% from its 30-day high, a meaningful but sub-15% dip that doesn't trigger the strong mean-reversion signal. The IT sector is outperforming the broad market (rank 2 of 11, +3.75pts vs SPY over 30d), which means this drop appears idiosyncratic to QRVO rather than sector-wide noise — a negative signal. Insider activity shows two SVP-level sales on the same date (including the CFO), which is a clustered insider sale pattern worth noting negatively. Earnings are 49 days away (clean runway, a mild positive), but no options flow data and a bearish news headline add uncertainty. Macro headwinds are present: 10Y at 4.95% is above the 4.5% threshold (a headwind for a semiconductor/analog chip name like QRVO), and today's broad market is risk-off (QQQ -1.09%, VXX +2.05%). Net signal score: sector outperformance while stock drops idiosyncratically (-1), clustered insider sales (-1), high 10Y yield (-1), no earnings within 30 days (+1), macro neutral-to-soft (-0 to -1) = net roughly -2 to -3, below the threshold for a buy.

54. !Sep 14, 4:21 PMsignalseverity 0.10

    Agent 5 — Dip Buyer (Evolving) — dip_skipped

    QRVO is down 10.2% from its 30-day high, a meaningful but sub-15% dip that doesn't trigger the strong mean-reversion signal. The IT sector is outperforming the broad market (rank 2 of 11, +3.75pts vs SPY over 30d), which means this drop appears idiosyncratic to QRVO rather than sector-wide noise — a negative signal. Insider activity shows two SVP-level sales on the same date (including the CFO), which is a clustered insider sale pattern worth noting negatively. Earnings are 49 days away (clean runway, a mild positive), but no options flow data and a bearish news headline add uncertainty. Macro headwinds are present: 10Y at 4.95% is above the 4.5% threshold (a headwind for a semiconductor/analog chip name like QRVO), and today's broad market is risk-off (QQQ -1.09%, VXX +2.05%). Net signal score: sector outperformance while stock drops idiosyncratically (-1), clustered insider sales (-1), high 10Y yield (-1), no earnings within 30 days (+1), macro neutral-to-soft (-0 to -1) = net roughly -2 to -3, below the threshold for a buy.

55. ?Sep 14, 11:21 AMdecisionconsidered

    Agent 5 — Dip Buyer (Evolving) — decide: skip

    QRVO is down 10.2% from its 30-day high, a meaningful but sub-15% dip that doesn't trigger the strong mean-reversion signal. The IT sector is outperforming the broad market (rank 2 of 11, +3.75pts vs SPY over 30d), which means this drop appears idiosyncratic to QRVO rather than sector-wide noise — a negative signal. Insider activity shows two SVP-level sales on the same date (including the CFO), which is a clustered insider sale pattern worth noting negatively. Earnings are 49 days away (clean runway, a mild positive), but no options flow data and a bearish news headline add uncertainty. Macro headwinds are present: 10Y at 4.95% is above the 4.5% threshold (a headwind for a semiconductor/analog chip name like QRVO), and today's broad market is risk-off (QQQ -1.09%, VXX +2.05%). Net signal score: sector outperformance while stock drops idiosyncratically (-1), clustered insider sales (-1), high 10Y yield (-1), no earnings within 30 days (+1), macro neutral-to-soft (-0 to -1) = net roughly -2 to -3, below the threshold for a buy.

56. !Sep 14, 11:21 AMsignalseverity 0.10

    Agent 5 — Dip Buyer (Evolving) — dip_skipped

    QRVO is down 10.2% from its 30-day high, a meaningful but sub-15% dip that doesn't trigger the strong mean-reversion signal. The IT sector is outperforming the broad market (rank 2 of 11, +3.75pts vs SPY over 30d), which means this drop appears idiosyncratic to QRVO rather than sector-wide noise — a negative signal. Insider activity shows two SVP-level sales on the same date (including the CFO), which is a clustered insider sale pattern worth noting negatively. Earnings are 49 days away (clean runway, a mild positive), but no options flow data and a bearish news headline add uncertainty. Macro headwinds are present: 10Y at 4.95% is above the 4.5% threshold (a headwind for a semiconductor/analog chip name like QRVO), and today's broad market is risk-off (QQQ -1.09%, VXX +2.05%). Net signal score: sector outperformance while stock drops idiosyncratically (-1), clustered insider sales (-1), high 10Y yield (-1), no earnings within 30 days (+1), macro neutral-to-soft (-0 to -1) = net roughly -2 to -3, below the threshold for a buy.

57. ?Sep 14, 11:21 AMdecisionconsidered

    Agent 8 — Dip Buyer (Peer-Aware) — decide: skip

    QRVO (Qorvo) is down 10.2% from its 30-day high, a modest dip with no confirmed fundamental impairment visible in the SEC filings or news — the 8-Ks lack metrics and the sole headline is a bearish listicle with no specifics. The IT sector is outperforming (rank 2/11, +3.75pts vs SPY over 30d), which means QRVO is lagging its sector peers, suggesting idiosyncratic pressure rather than a sector-wide flush. Two insider sales by senior executives (SVP HPA and CFO) on the same date during the dip are a mild negative signal, even acknowledging potential 10b5-1 plan noise. Earnings are 49 days out at consensus $1.98 EPS, which is a non-factor for near-term binary risk, but the lack of any positive confirmation signals (no insider buys, no unusual call flow, no analyst upgrades) limits conviction for a large rebound.

58. !Sep 14, 11:21 AMsignalseverity 0.10

    Agent 8 — Dip Buyer (Peer-Aware) — dip_skipped

    QRVO (Qorvo) is down 10.2% from its 30-day high, a modest dip with no confirmed fundamental impairment visible in the SEC filings or news — the 8-Ks lack metrics and the sole headline is a bearish listicle with no specifics. The IT sector is outperforming (rank 2/11, +3.75pts vs SPY over 30d), which means QRVO is lagging its sector peers, suggesting idiosyncratic pressure rather than a sector-wide flush. Two insider sales by senior executives (SVP HPA and CFO) on the same date during the dip are a mild negative signal, even acknowledging potential 10b5-1 plan noise. Earnings are 49 days out at consensus $1.98 EPS, which is a non-factor for near-term binary risk, but the lack of any positive confirmation signals (no insider buys, no unusual call flow, no analyst upgrades) limits conviction for a large rebound.

59. ❖Sep 14, 9:05 AMnewsvia finnhub

    Skyworks Is Trading 18% Above Its Own Price Target. Overbought or Something Else?

    Skyworks just blew past every analyst price target while gutting its dividend, piling on debt, and watching its CFO sell shares into the surge. Something is driving this rally that the sell side has not priced in yet, and figuring out whether it is genius or gravity takes some digging.

60. ❖Sep 14, 8:03 AMnewsvia finnhub

    Silicon Motion Technology shares are trading higher after the company reported better-than-expected Q1 financial results and issued Q2 sales guidance above estimates.

61. ❖Sep 14, 4:45 AMnewsvia finnhub

    Top 3 Tech Stocks That May Fall Off A Cliff This month

    Qorvo, Skyworks and Frequency Electronics show overbought momentum, with RSIs of 84.9, 84 and 70.7 after sharp recent gains.

62. ❖Sep 12, 12:43 AMnewsvia finnhub

    Skyworks Solutions (SWKS) Stock Trades Up, Here Is Why

    Shares of wireless chips maker Skyworks Solutions (NASDAQ: SWKS) jumped 9.1% in the morning session after Chief Executive Officer Phil Brace announced at an investor conference that the company's $22 billion merger with Qorvo has reached its final stages with two regulatory jurisdictions remaining.

63. ❖Sep 12, 12:11 AMnewsvia finnhub

    Qorvo, Qualcomm, Texas Instruments, Vishay Intertechnology, and Impinj Stocks Trade Up, What You Need To Know

    A number of stocks jumped in the morning session after macroeconomic relief from declining Treasury yields and lower oil prices, coupled with robust artificial intelligence demand projections, boosted sentiment across the chip industry.

64. ❖Sep 11, 8:00 PMnewsvia finnhub

    Skyworks Announces Extension of Expiration Date of Exchange Offers for Qorvo’s Senior Notes due 2029 and 2031

    IRVINE, Calif., Sept. 11, 2026 (GLOBE NEWSWIRE) -- Skyworks Solutions, Inc. (Nasdaq: SWKS) (“Skyworks”), a leading developer, manufacturer and provider of analog and mixed-signal semiconductors and solutions for numerous applications, today announced that it has extended the expiration date of its previously announced offers to holders of Qorvo Notes (as defined herein) to exchange (the “Exchange Offers”) any and all outstanding 4.375% Senior Notes due 2029 (the “2029 Qorvo Notes”) and any and a

65. ✓Sep 11, 6:03 PMdecisionacted

    Agent 20 — SIR Price/Volume — buy

    [cluster_break_up] From 2026-08-14 through 2026-09-01, the PV path formed a dense cluster between roughly $94.34 and $96.81 on subdued, declining volume (as low as 572K on 2026-08-21 and 593K on 2026-08-24), consistent with a low-activity consolidation base. The breakout began decisively on 2026-09-02 ($100.63, 1.3M volume, +4.39%), lifting the path cleanly above the cluster on above-average volume — the first true rightward and upward displacement in 2-D space. The move was then powerfully confirmed across two sessions: 2026-09-10 ($112.36, 2.3M, +6.77%, z-score ~2.6×) and 2026-09-11 ($116.65, 2.2M, +3.82%, z-score ~2.59×), both of which represent sustained high-volume, high-price expansion well above the prior cluster — a multi-session cluster_break_up, not a single exhaustion bar, because BOTH days closed near their highs on nearly identical elevated volume, showing persistent demand rather than a one-day climax spike. Risks: A reversal back below the $100–$102 breakout shelf on elevated volume (≥1.5M) over 2–3 sessions would indicate the break was a false move and that distribution is underway; additionally, the elevated 5-year inflation forward rate (T5YIFR at 2.34, +1.8σ) poses a macro headwind — a sustained rate-driven sector rotation out of Information Technology could suppress follow-through and invalidate the bullish path read.

66. ❖Sep 11, 5:07 PMnewsvia finnhub

    SWKS Stock Just Hit a New 52-Week High. What Comes Next.

    Skyworks stock rallies as Qorvo deal enters final stages. But options data suggests SWKS shares will reverse recent gains in the days ahead.

67. ❖Sep 11, 2:56 PMnewsvia finnhub

    Why This Apple Supplier Is on Pace for Its Best 5-Day Stretch in 17 Years

    Skyworks Solutions stock surges Friday and builds on a strong move from the previous session as CEO Philip Brace set the timeline for the completion of a key merger.

68. ❖Sep 11, 12:00 PMnewsvia finnhub

    Rate Hike Odds Jump to 90% as Record Diesel Lifts Inflation: This Week on Wall Street

    Two hot inflation prints lifted Fed rate hike odds to 90%, diesel topped $6 a gallon for the first time and the 30-year Treasury yield hit its highest since 2007.

69. ❖Sep 11, 11:37 AMnewsvia finnhub

    Apple Advances 3% as First Foldable iPhone Arrives at Its Highest Price Ever; Skyworks Rallies 9%, Alphabet Ticks Up

    Apple just repriced the entire iPhone lineup from the top down, and the supplier shockwaves are already hitting the tape in ways that go beyond the usual launch-day noise.

70. ❖Sep 11, 10:40 AMnewsvia finnhub

    QUICK SPARK: Skyworks Solution Stock Eyes Best Weekly Rally Since 2009

    Skyworks shares have rallied 22% this week after CEO Phil Brace said the $22 billion Qorvo merger has entered its final stages and should close by year-end.

71. ❖Sep 11, 10:11 AMnewsvia finnhub

    Skyworks Rises 7%, Qorvo Gains 5% as CEO Says $22B Merger Is in Final Stages; Qualcomm Ticks Up

    Skyworks CEO Phil Brace just went on the record at an investor conference with a statement that sent both SWKS and QRVO surging, and it shifts the entire risk calculus on one of the biggest chip deals of the decade.

72. ❖Sep 11, 10:09 AMnewsvia finnhub

    Strength Seen in Skyworks (SWKS): Can Its 9.8% Jump Turn into More Strength?

    Skyworks (SWKS) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.

73. ❖Sep 11, 10:03 AMnewsvia finnhub

    Skyworks Solutions Sees Qorvo Deal Closing This Year, Targets $500M in Synergies

    Skyworks Solutions (NASDAQ:SWKS) Chief Executive Officer Phil Brace said the company remains confident its proposed merger with Qorvo will close within the calendar year, with the combined business expected to pursue $500 million in cost synergies and expand its reach in mobile, aerospace and defens

74. ?Sep 11, 9:35 AMdecisionconsidered

    Agent 7 — Day Trader — decide: skip

    QRVO is up 2.35% intraday with no attributable headline, suggesting this is either sector/macro-driven flow or institution-sized accumulation. The macro context shows the 5-year forward inflation rate (T5YIFR) at 1.8σ above trend — elevated inflation expectations are broadly mixed for rate-sensitive sectors, but QRVO (semiconductors/RF chips) is not a direct rate-sensitive play, so macro headwinds are not strongly applicable here. With 370 minutes remaining (well before cutoff), there is ample time for continuation. No reversal signals or fade patterns are indicated in the data provided. Absence of news does not disqualify the move — size flow without a catalyst can reflect informed positioning. The move is meaningful but not extreme (2.35% sits at the lower bound of the 2-5% conviction range), which tempers confidence. No volume data is available to confirm or deny conviction. Overall, the setup is a mild lean toward continuation with no strong reason to fade, placing this in the ordinary momentum bucket.

75. !Sep 11, 9:35 AMsignalseverity 0.02

    Agent 7 — Day Trader — day_trade_skipped

    QRVO is up 2.35% intraday with no attributable headline, suggesting this is either sector/macro-driven flow or institution-sized accumulation. The macro context shows the 5-year forward inflation rate (T5YIFR) at 1.8σ above trend — elevated inflation expectations are broadly mixed for rate-sensitive sectors, but QRVO (semiconductors/RF chips) is not a direct rate-sensitive play, so macro headwinds are not strongly applicable here. With 370 minutes remaining (well before cutoff), there is ample time for continuation. No reversal signals or fade patterns are indicated in the data provided. Absence of news does not disqualify the move — size flow without a catalyst can reflect informed positioning. The move is meaningful but not extreme (2.35% sits at the lower bound of the 2-5% conviction range), which tempers confidence. No volume data is available to confirm or deny conviction. Overall, the setup is a mild lean toward continuation with no strong reason to fade, placing this in the ordinary momentum bucket.

76. ❖Sep 11, 8:53 AMnewsvia finnhub

    S&P 500 Snaps 4-Day Decline as Oil Cools, Dell Jumps 11%: Stock Market Today

    Equities rebounded Friday as crude retreated from $100, though hot CPI pushed Fed hike odds to 90%. Dell jumped 11%on Oracle's capex plan.

77. ❖Sep 11, 8:10 AMnewsvia finnhub

    QUICK SPARK: Skyworks Stock Poised to Be S&P 500’s Best Stock This Week

    Skyworks Solutions stock is up 28% over the past 5 days and on-track to become the S&P 500 best weekly performer.

78. ❖Sep 11, 3:45 AMnewsvia finnhub

    Skyworks Solutions: An Investment At Technology's Edge

    Skyworks Solutions is positioned for future growth, leveraging sector shifts and a transformative merger with Qorvo. Read more on SWKS stock here.

79. ❖Sep 10, 9:42 PMnewsvia finnhub

    Skyworks (SWKS) Rockets 9.8% on Looming $22B Qorvo Merger Nod

    Skyworks Solutions Inc. (NASDAQ:SWKS) grew its share prices by 9.79 percent on Thursday to close at $84.03 amid increasing optimism over an approval for its $22 billion planned merger with Qorvo Inc. This followed Skyworks CEO Phil Brace’s announcement at a Goldman Sachs conference that the company’s merger with Qorvo is in the final stages […]

80. ❖Sep 10, 12:47 PMnewsvia finnhub

    Skyworks Solutions Surges 10%, Qorvo Climbs 6% While Chip Stocks Fall: Is the Merger Finally Clearing?

    Skyworks and Qorvo are surging while the rest of the chip sector bleeds red, and the divergence points to something specific happening behind the scenes of their proposed merger. Here is what the market appears to be pricing in.

81. ?Sep 10, 11:00 AMdecisionconsidered

    Agent 7 — Day Trader — decide: skip

    QRVO is up 1.81% today with no attributable headline, suggesting organic price discovery or quiet accumulation rather than a news-driven spike that might quickly reverse. The move is meaningful but not extreme — well within the range where momentum can persist into the close. Macro context shows T5YIFR elevated at 1.6σ above trend, which is mildly headwind for rate-sensitive sectors broadly, but QRVO as a semiconductor/RF components name is not a primary rate-sensitive vehicle, so this impact is marginal. With 285 minutes remaining (nearly a full trading session still ahead), there is ample time for the move to extend toward the +3% profit target. No reversal signals or fade pattern are evident from the data provided. The absence of news is not a disqualifier — momentum-driven continuation is the base case here. However, the modest magnitude (sub-2%) and lack of any confirming catalyst or volume signal keeps conviction limited, anchoring the probability at the lower end of the continuation range.

82. !Sep 10, 11:00 AMsignalseverity 0.02

    Agent 7 — Day Trader — day_trade_skipped

    QRVO is up 1.81% today with no attributable headline, suggesting organic price discovery or quiet accumulation rather than a news-driven spike that might quickly reverse. The move is meaningful but not extreme — well within the range where momentum can persist into the close. Macro context shows T5YIFR elevated at 1.6σ above trend, which is mildly headwind for rate-sensitive sectors broadly, but QRVO as a semiconductor/RF components name is not a primary rate-sensitive vehicle, so this impact is marginal. With 285 minutes remaining (nearly a full trading session still ahead), there is ample time for the move to extend toward the +3% profit target. No reversal signals or fade pattern are evident from the data provided. The absence of news is not a disqualifier — momentum-driven continuation is the base case here. However, the modest magnitude (sub-2%) and lack of any confirming catalyst or volume signal keeps conviction limited, anchoring the probability at the lower end of the continuation range.

83. ❖Sep 10, 10:26 AMnewsvia finnhub

    Stock Market Today: Nasdaq 100 Tumbles as Oil Spikes 6%, Yields Hit 19-Year High

    Crude jumped 6% and 30-year Treasury yields hit levels last seen in 2007 as a hot PPI print pushed Fed rate-hike odds toward 70% ahead of Friday's CPI.

84. ▣Sep 9, 8:00 PMjournaltarget

    Agent 5 — Dip Buyer (Evolving) closed long 1 @ $112.40 (+$26.59)

    Target hit (partial-rounded-to-full): close $112.40 ≥ target $108.42

85. ?Sep 2, 3:16 PMdecisionconsidered

    Agent 7 — Day Trader — decide: skip

    QRVO is up 4.50% intraday with only 30 minutes remaining until the forced close. The move is meaningful and represents real conviction, but the time constraint is the dominant factor here — 30 minutes is minimal runway to capture an additional +3% profit target before the 3:45 PM ET flatten. With no supporting news catalyst identified, the move lacks a narrative anchor that would sustain buying pressure into the close. The macro context shows the 5-year forward inflation rate (T5YIFR) running 1.7σ above trend, which is a mild headwind for rate-sensitive sectors broadly, though QRVO as a semiconductor/RF component name is not a primary rate-sensitive vehicle. At this stage in the session, 4.5% moves that lack a clear catalyst are prone to profit-taking and mean reversion as late-session sellers trim into strength. The combination of very limited time remaining and no identifiable news driver tips this below the 0.5 threshold despite the otherwise strong momentum signal.

86. !Sep 2, 3:16 PMsignalseverity 0.04

    Agent 7 — Day Trader — day_trade_skipped

    QRVO is up 4.50% intraday with only 30 minutes remaining until the forced close. The move is meaningful and represents real conviction, but the time constraint is the dominant factor here — 30 minutes is minimal runway to capture an additional +3% profit target before the 3:45 PM ET flatten. With no supporting news catalyst identified, the move lacks a narrative anchor that would sustain buying pressure into the close. The macro context shows the 5-year forward inflation rate (T5YIFR) running 1.7σ above trend, which is a mild headwind for rate-sensitive sectors broadly, though QRVO as a semiconductor/RF component name is not a primary rate-sensitive vehicle. At this stage in the session, 4.5% moves that lack a clear catalyst are prone to profit-taking and mean reversion as late-session sellers trim into strength. The combination of very limited time remaining and no identifiable news driver tips this below the 0.5 threshold despite the otherwise strong momentum signal.

87. ?Sep 2, 11:05 AMdecisionconsidered

    Agent 7 — Day Trader — decide: skip

    QRVO is up 3.22% with no attributable headline, suggesting institutional flow or sector rotation rather than a news-driven spike that could fade on profit-taking. With 280 minutes remaining there is ample time for continuation into the close. The macro context shows 5Y5Y inflation forward (T5YIFR) running 1.7σ above trend, which is modestly negative for rate-sensitive and growth-oriented semis/RF chips like Qorvo, creating a mild headwind. However, absent any reversal signal, abnormal fade, or explicit negative catalyst, the default lean on a 3%+ move with substantial time remaining is continuation. The macro headwind keeps conviction modest rather than strong, so probability sits just above the 0.5 threshold rather than in the 0.65+ range.

88. !Sep 2, 11:05 AMsignalseverity 0.03

    Agent 7 — Day Trader — day_trade_skipped

    QRVO is up 3.22% with no attributable headline, suggesting institutional flow or sector rotation rather than a news-driven spike that could fade on profit-taking. With 280 minutes remaining there is ample time for continuation into the close. The macro context shows 5Y5Y inflation forward (T5YIFR) running 1.7σ above trend, which is modestly negative for rate-sensitive and growth-oriented semis/RF chips like Qorvo, creating a mild headwind. However, absent any reversal signal, abnormal fade, or explicit negative catalyst, the default lean on a 3%+ move with substantial time remaining is continuation. The macro headwind keeps conviction modest rather than strong, so probability sits just above the 0.5 threshold rather than in the 0.65+ range.

89. ?Aug 28, 1:05 PMdecisionconsidered

    Agent 7 — Day Trader — decide: skip

    QRVO is down 2.79% today with no attributable headline, suggesting this is likely technical or flow-driven selling. The macro context (elevated mortgage rates at 1.8σ above trend) is not directly relevant to QRVO, a RF semiconductor company primarily exposed to mobile/5G, so no macro tailwind or headwind applies here. With 160 minutes remaining until the forced close, there is meaningful time for the move to extend if sellers remain in control. However, the absence of a catalyst and the lack of sector-specific pressure make this a borderline read. The move is at the lower end of the 2-5% conviction range and without volume data or a clear reversal pattern visible, there is no strong reason to fade it. Assigning a modest continuation probability reflecting ordinary momentum with no strong counterargument.

90. !Aug 28, 1:05 PMsignalseverity -0.03

    Agent 7 — Day Trader — day_trade_skipped

    QRVO is down 2.79% today with no attributable headline, suggesting this is likely technical or flow-driven selling. The macro context (elevated mortgage rates at 1.8σ above trend) is not directly relevant to QRVO, a RF semiconductor company primarily exposed to mobile/5G, so no macro tailwind or headwind applies here. With 160 minutes remaining until the forced close, there is meaningful time for the move to extend if sellers remain in control. However, the absence of a catalyst and the lack of sector-specific pressure make this a borderline read. The move is at the lower end of the 2-5% conviction range and without volume data or a clear reversal pattern visible, there is no strong reason to fade it. Assigning a modest continuation probability reflecting ordinary momentum with no strong counterargument.

91. ?Aug 25, 3:10 PMdecisionconsidered

    Agent 7 — Day Trader — decide: skip

    QRVO is down -1.55% today, which is a meaningful but not exceptional intraday move. Several factors weigh against continuation into the close: (1) Only 35 minutes remain until the forced close, which significantly limits the runway for further directional movement — even valid setups lose steam this late in the session. (2) The macro context shows T5YIFR elevated at 1.8σ above trend, which signals rate-sensitive sector pressure broadly, but QRVO (semiconductor/RF components) is not the most direct rate-sensitive name, reducing the macro tailwind for the downside move. (3) No headlines to anchor the move to fundamental catalyst, which cuts both ways — no news-driven panic selling to sustain, but also no catalyst for reversal. (4) A -1.55% move without a clear catalyst in the final 35 minutes of trading often sees late-session reversion as institutional participants step in to buy the dip or cover shorts ahead of close. The combination of limited time, no clear catalyst, and typical end-of-day mean-reversion tendencies in a name like this pushes the continuation probability below 0.5. This does not meet the threshold for a trade.

92. !Aug 25, 3:10 PMsignalseverity -0.02

    Agent 7 — Day Trader — day_trade_skipped

    QRVO is down -1.55% today, which is a meaningful but not exceptional intraday move. Several factors weigh against continuation into the close: (1) Only 35 minutes remain until the forced close, which significantly limits the runway for further directional movement — even valid setups lose steam this late in the session. (2) The macro context shows T5YIFR elevated at 1.8σ above trend, which signals rate-sensitive sector pressure broadly, but QRVO (semiconductor/RF components) is not the most direct rate-sensitive name, reducing the macro tailwind for the downside move. (3) No headlines to anchor the move to fundamental catalyst, which cuts both ways — no news-driven panic selling to sustain, but also no catalyst for reversal. (4) A -1.55% move without a clear catalyst in the final 35 minutes of trading often sees late-session reversion as institutional participants step in to buy the dip or cover shorts ahead of close. The combination of limited time, no clear catalyst, and typical end-of-day mean-reversion tendencies in a name like this pushes the continuation probability below 0.5. This does not meet the threshold for a trade.

93. ?Aug 25, 1:30 PMdecisionconsidered

    Agent 7 — Day Trader — decide: skip

    QRVO is down 1.57% today, which is a modest but real move. However, several factors weigh against continuation: (1) The move is below the 2-5% threshold that signals strong conviction flow — at 1.57%, this is more noise-level than a decisive directional break. (2) The macro context flags 5-year forward inflation expectations at 1.8σ above trend, which is a rate-sensitive signal that could cut either way for a semiconductor/RF components name like Qorvo — higher rates are mildly negative for growth-oriented tech, providing some tail support for the down move, but it's a weak link. (3) No headlines to anchor a catalyst, meaning no fundamental driver is sustaining sellers. (4) With 135 minutes remaining, there is ample time for a mean reversion into the close, especially given that late-session short covering is common on modest declines without news. (5) A move of this magnitude on no news is often a flush of weak longs or a sector rotation dip that gets faded by value buyers. On balance, the setup slightly favors a fade rather than continuation, pushing the probability just below the 0.5 trigger threshold. Not taking the short.

94. !Aug 25, 1:30 PMsignalseverity -0.02

    Agent 7 — Day Trader — day_trade_skipped

    QRVO is down 1.57% today, which is a modest but real move. However, several factors weigh against continuation: (1) The move is below the 2-5% threshold that signals strong conviction flow — at 1.57%, this is more noise-level than a decisive directional break. (2) The macro context flags 5-year forward inflation expectations at 1.8σ above trend, which is a rate-sensitive signal that could cut either way for a semiconductor/RF components name like Qorvo — higher rates are mildly negative for growth-oriented tech, providing some tail support for the down move, but it's a weak link. (3) No headlines to anchor a catalyst, meaning no fundamental driver is sustaining sellers. (4) With 135 minutes remaining, there is ample time for a mean reversion into the close, especially given that late-session short covering is common on modest declines without news. (5) A move of this magnitude on no news is often a flush of weak longs or a sector rotation dip that gets faded by value buyers. On balance, the setup slightly favors a fade rather than continuation, pushing the probability just below the 0.5 trigger threshold. Not taking the short.

95. ?Aug 25, 11:55 AMdecisionconsidered

    Agent 7 — Day Trader — decide: skip

    QRVO is down 2.86% intraday with no attributable headline, suggesting this is either broad semiconductor/RF chip sector rotation or quiet institutional distribution. With 230 minutes remaining, there is ample time for the move to extend. However, the macro context shows 5-year forward inflation expectations elevated at 1.8σ above trend, which is modestly rate-pressuring for equities broadly but not a specific semiconductor catalyst. The absence of news means we cannot confirm a catalyst-driven continuation, but also no obvious reversal trigger. The move is meaningful in size, implying real sell-side flow. No reversal pattern is evident from the data given — the stock appears to be drifting lower rather than fading off a spike. With plenty of session time left and a clean downtrend in place, the balance of evidence marginally favors continuation over mean reversion, but conviction is limited without volume confirmation or sector-specific news. Assigning a modest continuation probability just above the action threshold.

96. !Aug 25, 11:55 AMsignalseverity -0.03

    Agent 7 — Day Trader — day_trade_skipped

    QRVO is down 2.86% intraday with no attributable headline, suggesting this is either broad semiconductor/RF chip sector rotation or quiet institutional distribution. With 230 minutes remaining, there is ample time for the move to extend. However, the macro context shows 5-year forward inflation expectations elevated at 1.8σ above trend, which is modestly rate-pressuring for equities broadly but not a specific semiconductor catalyst. The absence of news means we cannot confirm a catalyst-driven continuation, but also no obvious reversal trigger. The move is meaningful in size, implying real sell-side flow. No reversal pattern is evident from the data given — the stock appears to be drifting lower rather than fading off a spike. With plenty of session time left and a clean downtrend in place, the balance of evidence marginally favors continuation over mean reversion, but conviction is limited without volume confirmation or sector-specific news. Assigning a modest continuation probability just above the action threshold.

97. ?Aug 25, 10:25 AMdecisionconsidered

    Agent 7 — Day Trader — decide: skip

    QRVO is down 2.78% with no attributable headline, suggesting this is flow-driven or sector/macro-driven selling. With 320 minutes remaining there is ample time for continuation, but the absence of news cuts both ways — no catalyst to sustain the move further, but also no catalyst for a snap-back. The macro context (5Y5Y inflation forward at 1.8σ above trend) is modestly bearish for rate-sensitive and growth-oriented semis/RF chip names like QRVO, as elevated inflation expectations pressure multiples. However, the move is already meaningful at ~2.78% and without clear fundamental news driving it, mean-reversion risk is real as the session progresses. No reversal signal observed, and with significant time remaining the default lean is mild continuation. Probability set at the lower end of the ordinary momentum range given the lack of confirming news catalyst and elevated fade risk in a no-news selloff.

98. !Aug 25, 10:25 AMsignalseverity -0.03

    Agent 7 — Day Trader — day_trade_skipped

    QRVO is down 2.78% with no attributable headline, suggesting this is flow-driven or sector/macro-driven selling. With 320 minutes remaining there is ample time for continuation, but the absence of news cuts both ways — no catalyst to sustain the move further, but also no catalyst for a snap-back. The macro context (5Y5Y inflation forward at 1.8σ above trend) is modestly bearish for rate-sensitive and growth-oriented semis/RF chip names like QRVO, as elevated inflation expectations pressure multiples. However, the move is already meaningful at ~2.78% and without clear fundamental news driving it, mean-reversion risk is real as the session progresses. No reversal signal observed, and with significant time remaining the default lean is mild continuation. Probability set at the lower end of the ordinary momentum range given the lack of confirming news catalyst and elevated fade risk in a no-news selloff.

99. ?Aug 7, 12:10 PMdecisionconsidered

    Agent 7 — Day Trader — decide: skip

    QRVO is up 2.81% today with no attributed headline, suggesting institutional flow or sector rotation rather than a news-driven pop that might quickly fade. The macro context (T5YIE 1.5σ below trend) signals a lower real-rate / inflation-expectations environment, which is modestly supportive of growth/tech-adjacent names like QRVO. No reversal signals are evident from the data provided. However, the absence of a clear catalyst means conviction is limited, and with 215 minutes remaining there is ample time for the move to either extend or mean-revert. The setup is a standard momentum read with no strong reason to fade — probability lands just above the continuation threshold.

100. !Aug 7, 12:10 PMsignalseverity 0.03

     Agent 7 — Day Trader — day_trade_skipped

     QRVO is up 2.81% today with no attributed headline, suggesting institutional flow or sector rotation rather than a news-driven pop that might quickly fade. The macro context (T5YIE 1.5σ below trend) signals a lower real-rate / inflation-expectations environment, which is modestly supportive of growth/tech-adjacent names like QRVO. No reversal signals are evident from the data provided. However, the absence of a clear catalyst means conviction is limited, and with 215 minutes remaining there is ample time for the move to either extend or mean-revert. The setup is a standard momentum read with no strong reason to fade — probability lands just above the continuation threshold.

101. ?Aug 4, 7:04 AMdecisionconsidered

     Agent 8 — Dip Buyer (Peer-Aware) — decide: skip

     QRVO (Qorvo) is down 14.5% from its 30-day high with no confirming headlines, no insider activity, and no options flow data to explain the drop or signal a recovery. The 10-Q filed July 28 covers the June quarter and contains no extractable metrics, making fundamental assessment difficult. Earnings are 90 days away (non-factor), VIX is low at the 23rd percentile, and the broad market is rallying today (+1.42% SPY), suggesting the dip is idiosyncratic. However, without confirmation signals (no insider cluster buys, no unusual call flow, no analyst upgrades) and with limited visibility into what drove the drop, this is a weak-evidence setup with no identifiable large-rebound catalyst.

102. !Aug 4, 7:04 AMsignalseverity 0.14

     Agent 8 — Dip Buyer (Peer-Aware) — dip_skipped

     QRVO (Qorvo) is down 14.5% from its 30-day high with no confirming headlines, no insider activity, and no options flow data to explain the drop or signal a recovery. The 10-Q filed July 28 covers the June quarter and contains no extractable metrics, making fundamental assessment difficult. Earnings are 90 days away (non-factor), VIX is low at the 23rd percentile, and the broad market is rallying today (+1.42% SPY), suggesting the dip is idiosyncratic. However, without confirmation signals (no insider cluster buys, no unusual call flow, no analyst upgrades) and with limited visibility into what drove the drop, this is a weak-evidence setup with no identifiable large-rebound catalyst.

103. ?Aug 3, 6:04 PMdecisionconsidered

     Agent 4 — Dip Buyer (Frozen) — decide: skip

     QRVO (Qorvo) is down 14.4% from its 30-day high with no news headlines in the window to explain the drop, suggesting the move may be driven by broader sector rotation or technical selling rather than company-specific deterioration. The recent SEC filings (10-Q for the period ending June 27, 2026, and a contemporaneous 8-K) lack detailed metrics in the extracted data, making it difficult to assess the latest quarterly results directly, but the absence of alarming headlines is mildly constructive. The macro backdrop shows the T10Y3M yield spread elevated at 1.8σ above trend, which is somewhat unfavorable for cyclical/semiconductor names like Qorvo given potential recession sensitivity, tempering the rebound case.

104. !Aug 3, 6:04 PMsignalseverity 0.14

     Agent 4 — Dip Buyer (Frozen) — dip_skipped

     QRVO (Qorvo) is down 14.4% from its 30-day high with no news headlines in the window to explain the drop, suggesting the move may be driven by broader sector rotation or technical selling rather than company-specific deterioration. The recent SEC filings (10-Q for the period ending June 27, 2026, and a contemporaneous 8-K) lack detailed metrics in the extracted data, making it difficult to assess the latest quarterly results directly, but the absence of alarming headlines is mildly constructive. The macro backdrop shows the T10Y3M yield spread elevated at 1.8σ above trend, which is somewhat unfavorable for cyclical/semiconductor names like Qorvo given potential recession sensitivity, tempering the rebound case.

105. ?Aug 3, 6:03 PMdecisionconsidered

     Agent 8 — Dip Buyer (Peer-Aware) — decide: skip

     QRVO reports earnings tomorrow (2026-07-28, after market close), making this an imminent binary event — the single strongest risk discount in the scoring framework. The 14.1% drop from the 30-day high with no explanatory headlines, no insider buying, no confirmatory options flow, and no analyst activity leaves the cause of the decline ambiguous but the timing extremely dangerous for a swing entry. The macro backdrop (VIX at 68th percentile, 10Y at 4.69%) adds mild headwinds, and the IT sector shows modest underperformance (XLK -0.40pts vs SPY over 5d), suggesting the drop may be partly sector-driven, but this does not override the earnings binary risk.

106. !Aug 3, 6:03 PMsignalseverity 0.14

     Agent 8 — Dip Buyer (Peer-Aware) — dip_skipped

     QRVO reports earnings tomorrow (2026-07-28, after market close), making this an imminent binary event — the single strongest risk discount in the scoring framework. The 14.1% drop from the 30-day high with no explanatory headlines, no insider buying, no confirmatory options flow, and no analyst activity leaves the cause of the decline ambiguous but the timing extremely dangerous for a swing entry. The macro backdrop (VIX at 68th percentile, 10Y at 4.69%) adds mild headwinds, and the IT sector shows modest underperformance (XLK -0.40pts vs SPY over 5d), suggesting the drop may be partly sector-driven, but this does not override the earnings binary risk.

107. ?Aug 3, 7:03 AMdecisionconsidered

     Agent 8 — Dip Buyer (Peer-Aware) — decide: skip

     QRVO reports earnings tomorrow (2026-07-28, after market close), making this an imminent binary event — the single strongest risk discount in the scoring framework. The 14.1% drop from the 30-day high with no explanatory headlines, no insider buying, no confirmatory options flow, and no analyst activity leaves the cause of the decline ambiguous but the timing extremely dangerous for a swing entry. The macro backdrop (VIX at 68th percentile, 10Y at 4.69%) adds mild headwinds, and the IT sector shows modest underperformance (XLK -0.40pts vs SPY over 5d), suggesting the drop may be partly sector-driven, but this does not override the earnings binary risk.

108. !Aug 3, 7:03 AMsignalseverity 0.13

     Agent 8 — Dip Buyer (Peer-Aware) — dip_skipped

     QRVO reports earnings tomorrow (2026-07-28, after market close), making this an imminent binary event — the single strongest risk discount in the scoring framework. The 14.1% drop from the 30-day high with no explanatory headlines, no insider buying, no confirmatory options flow, and no analyst activity leaves the cause of the decline ambiguous but the timing extremely dangerous for a swing entry. The macro backdrop (VIX at 68th percentile, 10Y at 4.69%) adds mild headwinds, and the IT sector shows modest underperformance (XLK -0.40pts vs SPY over 5d), suggesting the drop may be partly sector-driven, but this does not override the earnings binary risk.

109. ?Jul 31, 6:03 PMdecisionconsidered

     Agent 4 — Dip Buyer (Frozen) — decide: skip

     There are no news headlines in the 30-day window to explain the 14.1% drop from the recent high, suggesting the decline may be driven by broader sector rotation or macro pressure rather than company-specific deterioration. The two recent 8-K filings lack financial metrics, providing no signal of fundamental problems, but also no positive catalyst. The macro backdrop (5-year inflation expectations running 1.6σ below trend) is modestly favorable for rate-sensitive tech/semiconductor names like Qorvo, but QRVO is not a primary beneficiary of that dynamic.

110. !Jul 31, 6:03 PMsignalseverity 0.13

     Agent 4 — Dip Buyer (Frozen) — dip_skipped

     There are no news headlines in the 30-day window to explain the 14.1% drop from the recent high, suggesting the decline may be driven by broader sector rotation or macro pressure rather than company-specific deterioration. The two recent 8-K filings lack financial metrics, providing no signal of fundamental problems, but also no positive catalyst. The macro backdrop (5-year inflation expectations running 1.6σ below trend) is modestly favorable for rate-sensitive tech/semiconductor names like Qorvo, but QRVO is not a primary beneficiary of that dynamic.

111. ?Jul 31, 7:02 AMdecisionconsidered

     Agent 8 — Dip Buyer (Peer-Aware) — decide: skip

     QRVO reports earnings tomorrow (2026-07-28, after market close), making this an imminent binary event — the single strongest risk discount in the scoring framework. The 14.1% drop from the 30-day high with no explanatory headlines, no insider buying, no confirmatory options flow, and no analyst activity leaves the cause of the decline ambiguous but the timing extremely dangerous for a swing entry. The macro backdrop (VIX at 68th percentile, 10Y at 4.69%) adds mild headwinds, and the IT sector shows modest underperformance (XLK -0.40pts vs SPY over 5d), suggesting the drop may be partly sector-driven, but this does not override the earnings binary risk.

112. !Jul 31, 7:02 AMsignalseverity 0.13

     Agent 8 — Dip Buyer (Peer-Aware) — dip_skipped

     QRVO reports earnings tomorrow (2026-07-28, after market close), making this an imminent binary event — the single strongest risk discount in the scoring framework. The 14.1% drop from the 30-day high with no explanatory headlines, no insider buying, no confirmatory options flow, and no analyst activity leaves the cause of the decline ambiguous but the timing extremely dangerous for a swing entry. The macro backdrop (VIX at 68th percentile, 10Y at 4.69%) adds mild headwinds, and the IT sector shows modest underperformance (XLK -0.40pts vs SPY over 5d), suggesting the drop may be partly sector-driven, but this does not override the earnings binary risk.

113. ?Jul 30, 6:04 PMdecisionconsidered

     Agent 4 — Dip Buyer (Frozen) — decide: skip

     There are no news headlines in the 30-day window to explain the 14.1% drop from the recent high, suggesting the decline may be driven by broader sector rotation or macro pressure rather than company-specific deterioration. The two recent 8-K filings lack financial metrics, providing no signal of fundamental problems, but also no positive catalyst. The macro backdrop (5-year inflation expectations running 1.6σ below trend) is modestly favorable for rate-sensitive tech/semiconductor names like Qorvo, but QRVO is not a primary beneficiary of that dynamic.

114. ?Jul 30, 6:04 PMdecisionconsidered

     Agent 8 — Dip Buyer (Peer-Aware) — decide: skip

     QRVO reports earnings tomorrow (2026-07-28, after market close), making this an imminent binary event — the single strongest risk discount in the scoring framework. The 14.1% drop from the 30-day high with no explanatory headlines, no insider buying, no confirmatory options flow, and no analyst activity leaves the cause of the decline ambiguous but the timing extremely dangerous for a swing entry. The macro backdrop (VIX at 68th percentile, 10Y at 4.69%) adds mild headwinds, and the IT sector shows modest underperformance (XLK -0.40pts vs SPY over 5d), suggesting the drop may be partly sector-driven, but this does not override the earnings binary risk.

115. ?Jul 30, 7:01 AMdecisionconsidered

     Agent 8 — Dip Buyer (Peer-Aware) — decide: skip

     QRVO reports earnings tomorrow (2026-07-28, after market close), making this an imminent binary event — the single strongest risk discount in the scoring framework. The 14.1% drop from the 30-day high with no explanatory headlines, no insider buying, no confirmatory options flow, and no analyst activity leaves the cause of the decline ambiguous but the timing extremely dangerous for a swing entry. The macro backdrop (VIX at 68th percentile, 10Y at 4.69%) adds mild headwinds, and the IT sector shows modest underperformance (XLK -0.40pts vs SPY over 5d), suggesting the drop may be partly sector-driven, but this does not override the earnings binary risk.

116. ?Jul 29, 6:04 PMdecisionconsidered

     Agent 4 — Dip Buyer (Frozen) — decide: skip

     There are no news headlines in the 30-day window to explain the 14.1% drop from the recent high, suggesting the decline may be driven by broader sector rotation or macro pressure rather than company-specific deterioration. The two recent 8-K filings lack financial metrics, providing no signal of fundamental problems, but also no positive catalyst. The macro backdrop (5-year inflation expectations running 1.6σ below trend) is modestly favorable for rate-sensitive tech/semiconductor names like Qorvo, but QRVO is not a primary beneficiary of that dynamic.

117. ?Jul 29, 6:03 PMdecisionconsidered

     Agent 8 — Dip Buyer (Peer-Aware) — decide: skip

     QRVO reports earnings tomorrow (2026-07-28, after market close), making this an imminent binary event — the single strongest risk discount in the scoring framework. The 14.1% drop from the 30-day high with no explanatory headlines, no insider buying, no confirmatory options flow, and no analyst activity leaves the cause of the decline ambiguous but the timing extremely dangerous for a swing entry. The macro backdrop (VIX at 68th percentile, 10Y at 4.69%) adds mild headwinds, and the IT sector shows modest underperformance (XLK -0.40pts vs SPY over 5d), suggesting the drop may be partly sector-driven, but this does not override the earnings binary risk.

118. ?Jul 29, 6:03 PMdecisionconsidered

     Agent 20 — SIR Price/Volume — skip

     [exhaustion] The 20-day PV path shows a recovery arc from the $82–$84 cluster (Jul 13–16) that drifted up-and-right on moderate volume, climaxing at $91.76 on Jul 28 (1.9M). Today's bar (Jul 29) then prints the highest volume of the entire 20-day window — 2.8M, a z-score of 6.05 against the 1.1M trailing ADV — while the close reverses sharply to $89.53 (-2.43%), well below the prior session's high. This is a textbook exhaustion signal: unprecedented volume accompanies a price failure at the recent high rather than a continuation, and the path in 2-D space turns sharply left-and-down (price falls, volume explodes), breaking the up-and-right drift that characterized the Jul 15–28 recovery. Up-day volume during the recovery was largely unremarkable (756K–1.9M), while today's down-day print more than doubles the next-heaviest session, indicating that selling — not accumulation — is absorbing the float at this price level. Risks: This bearish exhaustion read would be invalidated if the next 1–3 sessions reclaim $91+ on volume above 1.5M, suggesting today's spike was a brief shakeout rather than distribution. Additionally, the macro tailwind from the 10-year inflation breakeven printing 1.8σ below trend (Jul 28) could provide a duration-sensitive bid to IT names that overrides the near-term technical deterioration.

119. ?Jul 29, 7:02 AMdecisionconsidered

     Agent 8 — Dip Buyer (Peer-Aware) — decide: skip

     QRVO reports earnings tomorrow (2026-07-28, after market close), making this an imminent binary event — the single strongest risk discount in the scoring framework. The 14.1% drop from the 30-day high with no explanatory headlines, no insider buying, no confirmatory options flow, and no analyst activity leaves the cause of the decline ambiguous but the timing extremely dangerous for a swing entry. The macro backdrop (VIX at 68th percentile, 10Y at 4.69%) adds mild headwinds, and the IT sector shows modest underperformance (XLK -0.40pts vs SPY over 5d), suggesting the drop may be partly sector-driven, but this does not override the earnings binary risk.

120. ?Jul 28, 6:05 PMdecisionconsidered

     Agent 8 — Dip Buyer (Peer-Aware) — decide: skip

     QRVO reports earnings tomorrow (2026-07-28, after market close), making this an imminent binary event — the single strongest risk discount in the scoring framework. The 14.1% drop from the 30-day high with no explanatory headlines, no insider buying, no confirmatory options flow, and no analyst activity leaves the cause of the decline ambiguous but the timing extremely dangerous for a swing entry. The macro backdrop (VIX at 68th percentile, 10Y at 4.69%) adds mild headwinds, and the IT sector shows modest underperformance (XLK -0.40pts vs SPY over 5d), suggesting the drop may be partly sector-driven, but this does not override the earnings binary risk.

121. ?Jul 28, 6:04 PMdecisionconsidered

     Agent 20 — SIR Price/Volume — buy

     [not executed — reserve_floor_or_cash] [cluster_break_up] The PV path from 2026-07-08 through 2026-07-24 formed a dense cluster in the $82.51–$89.48 price band on consistently subdued volume (ranging from 752K on 2026-07-22 to 1.2M on 2026-07-16 and 2026-07-23), establishing a clear low-volume consolidation zone. The path then accelerated up-and-right beginning 2026-07-27 ($89.76, 1.4M) and today, 2026-07-28, delivered a decisive cluster-break: close of $91.61 on volume of 3.0M — a volume z-score of +9.75 versus the trailing 20-day ADV of just 1.0M, representing roughly 3× the recent daily norm. This single session's volume exceeds the combined volume of the five quietest days in the cluster (2026-07-10 through 2026-07-22), consistent with SIR's "fresh demand absorbing the float" signal for a cluster_break_up. Supporting path context: the recovery leg from the 2026-07-14 low of $82.51 showed persistent up-day volume dominance across six consecutive UP days (2026-07-15–2026-07-22), with down-day volume on 2026-07-23–07-24 contracting relative to the prior up days, suggesting absorption rather than distribution into the pullback. Risks: A failure to hold above the breakout cluster ceiling (~$89.50) on the next 1–2 sessions, especially on elevated volume, would signal a false breakout and invalidate the read. Additionally, the macro tailwind from the suppressed 10-year inflation breakeven (2.21, −1.7σ) is a mild positive for long-duration tech, but any sharp reversal in rates or a broad IT sector rotation could overwhelm the stock-specific PV signal.

122. ?Jul 28, 6:04 PMdecisionconsidered

     Agent 4 — Dip Buyer (Frozen) — decide: skip

     There are no news headlines in the 30-day window to explain the 14.1% drop from the recent high, suggesting the decline may be driven by broader sector rotation or macro pressure rather than company-specific deterioration. The two recent 8-K filings lack financial metrics, providing no signal of fundamental problems, but also no positive catalyst. The macro backdrop (5-year inflation expectations running 1.6σ below trend) is modestly favorable for rate-sensitive tech/semiconductor names like Qorvo, but QRVO is not a primary beneficiary of that dynamic.

123. ?Jul 28, 7:02 AMdecisionconsidered

     Agent 8 — Dip Buyer (Peer-Aware) — decide: skip

     QRVO reports earnings tomorrow (2026-07-28, after market close), making this an imminent binary event — the single strongest risk discount in the scoring framework. The 14.1% drop from the 30-day high with no explanatory headlines, no insider buying, no confirmatory options flow, and no analyst activity leaves the cause of the decline ambiguous but the timing extremely dangerous for a swing entry. The macro backdrop (VIX at 68th percentile, 10Y at 4.69%) adds mild headwinds, and the IT sector shows modest underperformance (XLK -0.40pts vs SPY over 5d), suggesting the drop may be partly sector-driven, but this does not override the earnings binary risk.

124. ?Jul 27, 6:04 PMdecisionconsidered

     Agent 4 — Dip Buyer (Frozen) — decide: skip

     There are no news headlines in the 30-day window to explain the 14.1% drop from the recent high, suggesting the decline may be driven by broader sector rotation or macro pressure rather than company-specific deterioration. The two recent 8-K filings lack financial metrics, providing no signal of fundamental problems, but also no positive catalyst. The macro backdrop (5-year inflation expectations running 1.6σ below trend) is modestly favorable for rate-sensitive tech/semiconductor names like Qorvo, but QRVO is not a primary beneficiary of that dynamic.

125. ?Jul 27, 6:04 PMdecisionconsidered

     Agent 20 — SIR Price/Volume — buy

     [not executed — reserve_floor_or_cash] [cluster_break_up] From 2026-07-08 through 2026-07-24, QRVO's PV path formed a well-defined low-volume cluster between roughly $82.51 and $89.48, with daily volumes predominantly ranging from 752K to 1.2M against a 20-day ADV of ~1.0M — unremarkable, consolidating activity. Today's bar (2026-07-27) breaks above that cluster with a close of $89.84 on 2.0M shares — a volume z-score of 5.36 above the trailing mean — representing roughly 2× the cluster's typical daily volume and confirming fresh demand absorbing the float. Critically, this high-volume up-day follows a brief two-day pullback (2026-07-23 at $86.73 on 1.2M, 2026-07-24 at $86.51 on 1.1M) that failed to break the cluster's lower bound, and the path's steady accumulation of UP days from 2026-07-15 onward (six consecutive UP days peaking at $89.48 on 2026-07-22) further supports the read that institutional demand has been quietly building before today's volume-confirmed break. Risks: A failure to hold above the $86.50–$87.00 cluster floor on any near-term pullback would suggest the today's volume spike was a one-day event rather than a genuine breakout, invalidating the SIR read. Additionally, given that the 5-year breakeven inflation (T5YIE) is running 1.6σ below trend, any macro-driven risk-off rotation into defensive/inflation-linked sectors could overwhelm the stock-specific PV signal and drag QRVO back into the prior range.

126. ?Jul 27, 6:03 PMdecisionconsidered

     Agent 8 — Dip Buyer (Peer-Aware) — decide: skip

     QRVO reports earnings tomorrow (2026-07-28, after market close), making this an imminent binary event — the single strongest risk discount in the scoring framework. The 14.1% drop from the 30-day high with no explanatory headlines, no insider buying, no confirmatory options flow, and no analyst activity leaves the cause of the decline ambiguous but the timing extremely dangerous for a swing entry. The macro backdrop (VIX at 68th percentile, 10Y at 4.69%) adds mild headwinds, and the IT sector shows modest underperformance (XLK -0.40pts vs SPY over 5d), suggesting the drop may be partly sector-driven, but this does not override the earnings binary risk.

127. ?Jul 27, 7:02 AMdecisionconsidered

     Agent 8 — Dip Buyer (Peer-Aware) — decide: skip

     QRVO (Qorvo) is down 17.1% from its 30-day high with no identifiable fundamental catalyst explaining the drop — no negative headlines, no earnings miss, and no insider selling. The decline appears largely macro/sector-driven, as IT (XLK) ranks 9th of 11 sectors by 30-day relative strength and is underperforming SPY by 1.44pts over 30 days, suggesting broad sector pressure rather than company-specific deterioration. However, the absence of any confirmation signals — no insider buying, no unusual call flow, no analyst upgrades, and no upcoming earnings catalyst — leaves the thesis relying purely on mean-reversion without supporting evidence. The broader market tone today is risk-off (SPY -1.24%, QQQ -1.90%, VXX +5.06%), which adds near-term headwind to any recovery.

128. ?Jul 23, 6:04 PMdecisionconsidered

     Agent 8 — Dip Buyer (Peer-Aware) — decide: skip

     QRVO (Qorvo) is down 17.1% from its 30-day high with no identifiable fundamental catalyst explaining the drop — no negative headlines, no earnings miss, and no insider selling. The decline appears largely macro/sector-driven, as IT (XLK) ranks 9th of 11 sectors by 30-day relative strength and is underperforming SPY by 1.44pts over 30 days, suggesting broad sector pressure rather than company-specific deterioration. However, the absence of any confirmation signals — no insider buying, no unusual call flow, no analyst upgrades, and no upcoming earnings catalyst — leaves the thesis relying purely on mean-reversion without supporting evidence. The broader market tone today is risk-off (SPY -1.24%, QQQ -1.90%, VXX +5.06%), which adds near-term headwind to any recovery.

129. ?Jul 23, 6:03 PMdecisionconsidered

     Agent 4 — Dip Buyer (Frozen) — decide: skip

     QRVO (Qorvo) is down 17.1% from its 30-day high, but the evidence base is thin: no news headlines in the window and only two 8-K filings with no reportable metrics, offering no clear catalyst for the drop or recovery. Qorvo operates in the RF semiconductor space, which is sensitive to smartphone demand cycles and trade/tariff headwinds; without confirmation of a macro-driven selloff vs. company-specific deterioration, confidence in a rebound is limited. The yield curve (T10Y2Y at 0.36, 1.8σ below trend) suggests a moderately flattening environment that does not particularly favor cyclical semiconductor names.

130. ?Jul 23, 11:10 AMdecisionconsidered

     Agent 7 — Day Trader — decide: skip

     QRVO is down 2.49% with 275 minutes remaining — meaningful move with substantial time left for continuation. No headline catalyst is present, but as noted in guidance, absence of news is not a disqualifier; this represents real institutional flow. The macro context (T10Y2Y at 1.8σ below trend, slight flattening) is modestly unhelpful for semiconductors/RF chips like QRVO, which tend to be cyclical and rate-sensitive in a growth-expectations sense, but the effect is indirect and not a strong tailwind for further downside. With no reversal signals noted, no fade pattern described, and meaningful time remaining, the base case is mild momentum continuation into the close. However, without clear volume confirmation or a strong sector catalyst amplifying the move, conviction is limited — this sits at the lower end of the continuation range. Probability set at 0.52: slight lean toward continuation, consistent with taking the trade given bounded downside risk and the system's asymmetric payoff structure.

131. ?Jul 23, 10:06 AMdecisionconsidered

     Agent 7 — Day Trader — decide: skip

     QRVO is down only 1.65% today — below the threshold of a 'meaningful' 2-5% move that would itself signal strong directional conviction. The move is modest and could easily represent normal intraday noise or light profit-taking rather than a sustained directional thrust. There are no catalysts or headlines to anchor the move. The macro context (T10Y2Y at 1.8σ below trend, mild yield curve flattening) is marginally unfavorable for risk assets and semiconductor names like QRVO (which are cyclically sensitive), but this is not a strong directional signal for a single ticker. With 340 minutes remaining — essentially a full trading day ahead — there is ample time for either continuation or reversal, which itself introduces uncertainty rather than providing a clean lean. The absence of a larger initial move, no news catalyst, and neutral-to-mildly-negative macro backdrop leaves this as a borderline read. Falling just below the 0.5 threshold because the move lacks the size and conviction needed to favor continuation without any supporting catalyst.

132. ▢Jul 9, 8:00 PMjournal

     Agent 5 — Dip Buyer (Evolving) opened long 1 @ $85.81

133. ▣Jul 1, 8:00 PMjournalstop

     Agent 20 — SIR Price/Volume closed long 12 @ $89.61 (-$148.44)

     intraday stop sweep

134. ▢Jun 21, 8:00 PMjournal

     Agent 20 — SIR Price/Volume opened long 12 @ $101.98

135. ▣May 31, 8:00 PMjournalstop

     options_momentum closed long 100 @ $5.45 (-$237.16)

     Stop: premium $5.45 ≤ trailing floor $6.90 (peak $9.20 × 0.75)

136. ▣May 28, 8:00 PMjournalstop

     options_momentum closed long 100 @ $6.47 (-$197.75)

     Stop: premium $6.47 ≤ trailing floor $7.13 (peak $9.51 × 0.75)

137. ▣May 27, 8:00 PMjournalstop

     options_momentum closed long 70 @ $6.81 (+$98.69)

     Stop: premium $6.81 ≤ trailing floor $7.13 (peak $9.51 × 0.75)

138. ▢May 27, 8:00 PMjournal

     options_momentum opened long 100 @ $7.82

139. ▣May 25, 8:00 PMjournaltarget

     options_momentum closed long 30 @ $13.25 (+$235.42)

     De-risk: premium $13.25 ≥ 2.0× entry $5.40. Selling 30/100 contracts; trailing the remainder.

140. ▢May 25, 8:00 PMjournal

     options_momentum opened long 100 @ $8.45

141. ▢May 19, 8:00 PMjournal

     options_momentum opened long 30 @ $5.40

142. ▢May 19, 8:00 PMjournal

     options_momentum opened long 70 @ $5.40