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Edge AI Long '26: NPU + Mobile Inference
11 tickers · $6.39T total market cap
Group: Edge AI Long
Edge AI Long '26: NPU + Mobile Inference tracks 11 publicly listed stocks in this theme: 005930.KO, 2454.TW, 6121.TWO, 6981.T, AAPL, ADI, LSCC, QCOM, SITM, SYNA, TTDKY. See the constituent table for details.
Constituents
Build 20260520T081747
| Company | Previous Quarter Report Date | Next Expected Report Date | Last Quarter Earnings Move % | Earnings Move % | Intra-Quarter Move % | Since Last Report % | Market cap | Weight |
|---|---|---|---|---|---|---|---|---|
Apple Inc.AAPL | 04/30/2026 (AMC) | 04/30/2026 (AMC) | 0.46% | 3.69% | 4.57% | 6.72% | $4.39T | 9.0909 |
Samsung Electronics Co., Ltd.005930.KO | 04/29/2026 (BMO) | 04/29/2026 (BMO) | 0.75% | -0.68% | 38.15% | 24.38% | $1.28T | 9.0909 |
QUALCOMM IncorporatedQCOM | 04/29/2026 (AMC) | 04/29/2026 (AMC) | -7.76% | 19.72% | 13.59% | 8.93% | $206.17B | 9.0909 |
Analog Devices, Inc.ADI | 02/18/2026 (BMO) | 05/20/2026 (BMO) | 2.31% | — | 19.99% | — | $202.27B | 9.0909 |
MediaTek Inc.2454.TW | 04/29/2026 (AMC) | 04/29/2026 (AMC) | -1.70% | -0.82% | 45.94% | 21.26% | $159.63B | 9.0909 |
Murata Manufacturing Co., Ltd.6981.T | 04/30/2026 (BMO) | 04/30/2026 (BMO) | 7.68% | 9.58% | 55.21% | 12.58% | $70.87B | 9.0909 |
TDK CorporationTTDKY | 04/28/2026 (BMO) | 04/28/2026 (BMO) | 9.14% | 3.58% | 21.98% | 6.69% | $35.74B | 9.0909 |
SiTime CorporationSITM | 05/06/2026 (AMC) | 05/06/2026 (AMC) | 20.33% | 33.63% | 48.88% | -13.00% | $18.31B | 9.0909 |
Lattice Semiconductor CorporationLSCC | 05/04/2026 (AMC) | 05/04/2026 (AMC) | 9.73% | 1.08% | 25.83% | 1.61% | $17.02B | 9.0909 |
Synaptics IncorporatedSYNA | 05/07/2026 (AMC) | 05/07/2026 (AMC) | 2.20% | 16.95% | 18.57% | -1.43% | $4.78B | 9.0909 |
Simplo Technology Co., Ltd.6121.TWO | 03/31/2026 | — | 2.25% | — | 9.15% | — | $2.20B | 9.0909 |
| Average | 4.13% | 9.64% | 27.44% | 7.53% | $580.61B | 9.0909 | ||
| Median | 2.25% | 3.69% | 21.98% | 6.72% | $70.87B | 9.0909 | ||
| Std Dev | 7.02% | 11.01% | 16.25% | 10.74% | $1.25T | 0.0% | ||
| Min | -7.76% | -0.82% | 4.57% | -13.00% | $2.20B | 9.0909 | ||
| Max | 20.33% | 33.63% | 55.21% | 24.38% | $4.39T | 9.0909 | ||
| % Positive Tickers | 81.82% | 77.78% | 100.00% | 77.78% |
* Provisional value: before LstRpt% reaches its 2-day post-report lock window (BMO/AMC adjusted), EarningsPerf is calculated from current vs pre-report and then locks to final LstRpt%.