Analog Devices Inc (ADI) — the earnings record

Dailies

• Chips and Crypto — Arm +14%, Intel +13% and bitcoin at 85,700, with bonds bid and gold soldMidday 10 · 21 Sept 2026The chip complex did not rise so much as rearrange: Arm +14.2%, Intel +12.7%, AMD +9.7% and Qualcomm +6.0%, while Broadcom, Texas Instruments, Analog Devices, ON and NXP all gained under a percent.
• European ETFs — The Voting Machine and the Weighing MachineDaily Pulse · 21 Aug 2026Print records and the macro — ADI, FN and BIDU windows are open on the print record , and US flash PMIs land at 13:45 UTC.
• The day after the wire, the tape breaks — Korea's sidecar night, dollar-yen back under 159.5, and the sovereign tell reads equity-ledMorning 10 · 19 Aug 2026Print Record Day: Clean Beats Sold, ADI Before the Open
• Treasury doubles its long-end buyback support to $4B — 30-year yield falls to 5.207% as Health Care leads a tape where semis refuse to bounceMidday 10 · 19 Aug 2026TGT trades +4.66% at 159.58 at midday on revenue of $26.54B versus $26.15B expected — the clean beat inside a retail print week where TJX and, on pattern, ADI have not been paid the same way.
• Semiconductors — The Troops Are Leaving Before the GeneralsDaily Pulse · 2 Jun 2026XSD — top weights (the second tier that drives it): Holding Weight MXL 6.24% ALAB 4.09% AMD 3.74% NVTS 3.62% INTC 3.56% The diluted mega-caps: Holding Weight QCOM 2.78% TXN 2.29% AVGO 1.95% ADI 1.93% NVDA 1.69% XSD constituents, 02…