9 names are moving together; 11% are participating in the current session.
Observed intraday paths are not available for this group yet.
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| AMD | Advanced Micro Devices, Inc. | Technology | -3.5% | Most structurally connected |
| JBL | Jabil Inc. | Technology | -2.2% | Group member |
| AEIS | Advanced Energy Industries, Inc | Industrials | -1.1% | Group member |
| ACLS | Axcelis Technologies, Inc. | Technology | +2.2% | Group member |
| FLEX | Flex Ltd. | Technology | -2.6% | Group member |
| IPGP | IPG Photonics Corporation | Technology | +1.6% | Group member |
| ARM | Arm Holdings plc | Technology | -1.4% | Group member |
| ADEA | Adeia Inc. | Technology | -1.0% | Group member |
| MCK | McKesson Corporation | Healthcare | -0.8% | Group member |
Cohort
9 namesParticipation
11% this sessionObserved history
1 daily buildsFiling coverage
8/9 membersdemand / volume affecting revenue
“Gaming net revenue of $720 million for the three months ended March 28, 2026 increased by 11% compared to net revenue of $647 million for the prior year period, primarily driven by higher demand of our Radeon TM GPUs partially offset by lower semi-custom revenue.”
AMD 10-Q
restructuring
“due to segment change — — (126) (238) 364 — Acquisitions 287 — — — — 287 December 27, 2025 $ 3,690 $ 21,072 $ — $ — $ 364 $ 25,126 During the fourth quarter of fiscal years 2025 and 2024, the Company conducted its annual qualitative impairment tests of goodwill and concluded that there was no goodwill impairment with respect to its reporting units.”
AMD 10-K
credit / rates affecting interest expense
“Interest Expense Interest expense of $131 million in 2025 increased by $39 million compared to $92 million in 2024, primarily due to the issuance of $1.5 billion in aggregate principal amount of 4.212% Notes and 4.319% Notes in March 2025.”
AMD 10-K
Breadth and sponsorship may keep weakening, leaving the move isolated.
No high-confidence filing-linked non-members are available for this group yet.
Historical cohort observations are not available yet.