ROCHE VINCENT sold $11.6M of ADI

US stocks extended gains to three sessions, with the Dow and S&P 500 hitting record highs. Palantir (PLTR) rose about 20% after Q2 results: revenue $1.94B (+93% YoY) and adjusted EPS $0.41 vs $0.35; full-year 2026 revenue outlook raised to $8.150B-$8.158B. Caterpillar (CAT) jumped about 10.5% on Q2 beat and $20.54B revenue. Oil fell ~5% on US-Iran deal hopes.

Analog Devices, Inc. (Nasdaq: ADI), the Massachusetts-based semiconductor giant, disclosed in a Form 8-K filing with the U.S. Securities and Exchange Commission that it detected unauthorized access to its corporate systems, resulting in the exfiltration of company files. According to the filing dated June 23, 2026, Analog Devices identified the intrusion and immediately activated its incident response protocols.

Analog Devices said it is assessing a new hackers’ claim by ExfilSquad that it stole hundreds of files containing customer information, according to DeXpose and an Aug. 29 filing. ADI also reported unauthorized access found last month with some files exfiltrated, identified June 23. Operations were not interrupted; investigation and law-enforcement notification ongoing.

Analog Devices (ADI) said it has completed its all-cash acquisition of Empower Semiconductor, a Silicon Valley-based chipmaker. ADI previously agreed to buy Empower for $1.5 billion. ADI said the deal expands its AI compute power delivery capabilities and total addressable market, citing Empower’s FinFast power technology platform.

Markets were mixed overseas as investors weighed Fed and ECB policy expectations. US 10-year yields fell to 4.523% after weekly jobless claims rose and May producer prices rose less than expected. The ECB raised its deposit rate 25 bp to 2.25% and cut 2026 GDP to 0.8%. Chip and AI stocks rose on Oracle’s higher-than-expected capex; Oracle fell over its $70B full-year capex forecast. Navan lifted guidance to $907M-$913M; Voyager gained on BTIG’s $55 target.

Texas Instruments (TXN) is outperforming NVIDIA (NVDA) in 2026, with TXN up 76% year to date versus NVDA up 19%. After TXN reported Q1 2026 revenue of $4.825B (+19% YoY), EPS $1.68, and data center revenue up 90% YoY, shares rose. The article also cites TXN’s pending $7.6B Silicon Labs acquisition and NVIDIA’s Q1 FY2027 revenue of $81.6B.