MARKET-DISCOVERED GROUP
13 of 13 measured members are rising. Capital flow shows accumulation with 86% agreement.
No session event has enough timestamp precision to place on the clock.
WED, JAN 28LRCX filing documented shared operating contextdemand / volume · date precision only
WED, AUG 19AMAT filing documented shared operating contextdemand / volume · date precision only
01 · WHAT IS HAPPENING
Observed intraday paths are not available for this group yet.
02 · WHY IT MATTERS
No verified recent catalyst is attached to this move. The relationship may be market-led rather than news-led.
Moderate filing support: the strongest shared 10-Q/K outlook is operating setup (near-term outlook) across AMAT, COHU, MKSI, MU, MXL, ONTO, SNDK.
“Wafer fabrication equipment spending levels were strong in the 2025 calendar year driven by higher levels of semiconductor demand leading to an increase in both the memory and non-memory market segments.”
LRCX 10-Q · 2026-01-29
“Operating Expenses Operating expenses for the periods presented were as follows: Three Months Ended January 25, 2026 January 26, 2025 Change (In millions) Research, development and engineering (RD&E) $ 928 $ 859 $ 69 Marketing and selling $ 222 $ 206 $ 16 General and administrative (G&A) $ 189 $ 256 $ (67) Legal settlement $ 253 $ — $ 253 Restructuring charges $ 12 $ — $ 12 RD&E expenses for the three months ended January 25, 2026 increased compared to the same period in the prior year, primarily due to additional headcount to support our ongoing investments in product development initiatives and higher depreciation expenses, consistent with our growth strategy.”
AMAT 10-Q · 2026-02-19
“Interest expense decreased in the March 2026 quarter compared to the December 2025 quarter, primarily due to the maturity of $750.0 million of the Company’s senior notes in March 2026.”
LRCX 10-Q · 2026-04-23
No qualified cross-asset lead/lag link is available for this group.
Filing-linked outsiders test whether the move is spreading beyond the established cohort.
03 · WHO IS IN IT
5/13 active13 rising · 0 falling
| TICKER | Company | Role now | Today | Observed history | Trader interpretation |
|---|---|---|---|---|---|
| LRCX | Lam Research Corporation | Most unusual | +2.9% | 0% of 0 sessions | Most unusual activity in this snapshot; performance direction may differ. |
| AMAT | Applied Materials, Inc. | Participating | +1.8% | 0% of 0 sessions | Price participation with accumulating signed flow. |
| BHE | Benchmark Electronics, Inc. | Participating | +6.9% | 0% of 0 sessions | Price participation is not yet confirmed by per-name flow. |
| ONTO | Onto Innovation Inc. | Participating | +2.9% | 0% of 0 sessions | Price participation is not yet confirmed by per-name flow. |
| SNDK | Sandisk Corporation | Participating | +6.8% | 0% of 0 sessions | Price participation with accumulating signed flow. |
| NVMI | Nova Ltd. | Quiet / lagging | +2.0% | 0% of 0 sessions | Not participating yet; a breadth test or a genuine divergence. |
| COHU | Cohu, Inc. | Quiet / lagging | +6.5% | 0% of 0 sessions | Not participating yet; a breadth test or a genuine divergence. |
| BELFB | Bel Fuse Inc. | Quiet / lagging | +2.1% | 0% of 0 sessions | Not participating yet; a breadth test or a genuine divergence. |
| TER | Teradyne, Inc. | Quiet / lagging | +4.5% | 0% of 0 sessions | Not participating yet; a breadth test or a genuine divergence. |
| MXL | MaxLinear, Inc. | Quiet / lagging | +1.8% | 0% of 0 sessions | Not participating yet; a breadth test or a genuine divergence. |
| BELFA | Bel Fuse Inc. | Quiet / lagging | +2.5% | 0% of 0 sessions | Not participating yet; a breadth test or a genuine divergence. |
| MKSI | MKS Inc. | Quiet / lagging | +1.5% | 0% of 0 sessions | Not participating yet; a breadth test or a genuine divergence. |
| MU | Micron Technology, Inc. | Quiet / lagging | +5.0% | 0% of 0 sessions | Not participating yet; a breadth test or a genuine divergence. |
04 · HAS THIS HAPPENED BEFORE
No completed point-in-time outcome is available yet. New live confirmations are now retained with their exact observation timestamp; statistics appear only after the corresponding candles complete.
Only 0 completed episodes across 0 active sessions; treat history as context, not a validated playbook. These episode counts describe recurrence; the outcome ledger above is the only forward-performance evidence.