The Markets Desk — Week 37 · Thu 10 Sept 2026
Weeks / W26 · closes 2026-06-26

Jun 22 - 28, 2026

What was thought, what was decided, what printed against it, and what was published — for this week only.

Thinking

0

No journal entries this week.

Decisions

0

No decisions were taken or graded this week.

What printed

29
Filings that landed on covered names this week
PeriodCompanyFormFiled
28 JunWolfspeedWOLF10-K20 Aug
28 JunLam ResearchLRCX10-K7 Aug
28 JunSkyWater TechnologySKYT10-Q7 Aug
28 JunIlluminaILMN10-Q31 Jul
28 JunTeradyneTER10-Q31 Jul
28 JunQualcommQCOM10-Q29 Jul
28 JunNXP SemiconductorsNXPI10-Q28 Jul
28 JunTeledyne TechnologiesTDY10-Q24 Jul
28 JunJohnson & JohnsonJNJ10-Q23 Jul
27 JunLumentumLITE10-K17 Aug
27 JunSynapticsSYNA10-K10 Aug
27 JunAdvanced Micro DevicesAMD10-Q5 Aug
27 JunSymboticSYM10-Q5 Aug
27 JunCirrus LogicCRUS10-Q5 Aug
27 JunCharles River LaboratoriesCRL10-Q5 Aug
27 JunFormFactorFORM10-Q4 Aug
27 JunEntegrisENTG10-Q4 Aug
27 JunThermo Fisher ScientificTMO10-Q31 Jul
27 JunSPX TechnologiesSPXC10-Q31 Jul
27 JunGarminGRMN10-Q29 Jul
27 JunQorvoQRVO10-Q28 Jul
27 JunIntelINTC10-Q24 Jul
26 JunFabrinetFN10-K18 Aug
26 JunIchor HoldingsICHR10-Q4 Aug
26 JunAtkoreATKR10-Q4 Aug
26 JunJacobs SolutionsJ10-Q4 Aug
26 JunUltra Clean HoldingsUCTT10-Q4 Aug
26 JunAllegro MicroSystemsALGM10-Q31 Jul
26 JunDanaherDHR10-Q21 Jul

Closes

6
Friday closes for every ticker the desk held a live call on, week ending 2026-06-26
TickerCloseCurrencyOn the week
LITE816.98USD-3.9%
NVDA192.53USD-8.6%
MU1,132.33USD-0.1%
000660.KS2,425,000KRW-9.3%
AVGO365.02USD-11.3%
TSM432.35USD-6.4%

Open the Open Book from this week to replay every call from this Friday forward.

Output

0

Nothing published this week.