Software roared back last quarter. Cramer says these stocks can keep climbing
Published . Updated .
Software stocks bounced back from their AI-driven sell-off, while chip stocks cooled after a massive first-half run.
Directly affected
- No company is named in this report.
Indirectly affected
- AOSL ALPHA & OMEGA SEMICONDUCTOR LT SHS
GA selected AOSL as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
- GCTS GCT SEMICONDUCTOR HLDG INC
GA selected GCTS as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
- NVTS NAVITAS SEMICONDUCTOR CORP
GA selected NVTS as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
- ON ON SEMICONDUCTOR CORPORATION
GA selected ON as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
- TSEM TOWER SEMICONDUCTOR LTD
GA selected TSEM as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
- TSM TAIWAN SEMICONDUCTOR MANUFAC
GA selected TSM as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
Price reaction, T-5 to T+3
Software stocks bounced back from their AI-driven sell-off, while chip stocks cooled after a massive first-half run.
Source: CNBC Top
The price since 1 Oct 2026: Alpha & Omega Semiconductor (AOSL) versus the S&P 500
Since the first closing price after “Software roared back last quarter. Cramer says these stocks can keep climbing,” Alpha & Omega Semiconductor (AOSL) is -25.22%. The S&P 500 fund (SPY) is -0.40% over the same days, a -24.83% difference versus the market.
Who reported a Alpha & Omega Semiconductor (AOSL) trade near this story
- Gilbert Cisneros buy On Semiconductor (ON) ($15,001 - $50,000). That is 3 days before publication, inside 30 days. The filing is listed beside the story “Software roared back last quarter. Cramer says these stocks can keep climbing.”
- Rohit Khanna buy On Semiconductor (ON) ($15,001 - $50,000). That is 8 days before publication, inside 30 days. The filing is listed beside the story “Software roared back last quarter. Cramer says these stocks can keep climbing.”
- Gilbert Cisneros buy Taiwan Semiconductor Manufacturing (TSM) ($1,001 - $15,000). That is 9 days before publication, inside 30 days. The filing is listed beside the story “Software roared back last quarter. Cramer says these stocks can keep climbing.”
- Michael T. McCaul sell Taiwan Semiconductor Manufacturing (TSM) ($1,001 - $15,000). That is 37 days before publication, inside 60 days. The filing is listed beside the story “Software roared back last quarter. Cramer says these stocks can keep climbing.”
- Richard W. Allen buy Taiwan Semiconductor Manufacturing (TSM) ($1,001 - $15,000). That is 50 days before publication, inside 60 days. The filing is listed beside the story “Software roared back last quarter. Cramer says these stocks can keep climbing.”
- Michael T. McCaul buy Tower Semiconductor (TSEM) ($50,001 - $100,000). That is 55 days before publication, inside 60 days. The filing is listed beside the story “Software roared back last quarter. Cramer says these stocks can keep climbing.”
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
Who gains and who loses around Alpha & Omega Semiconductor (AOSL)
Companies mentioned with this story
- AOSL Alpha & Omega Semiconductor
Alpha & Omega Semiconductor (AOSL) is linked, with no stored direction, medium confidence in the 1 Oct 2026 story “Software roared back last quarter. Cramer says these stocks can keep climbing.” Reason on file: GA selected AOSL as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- GCTS GCT Semiconductor Holding
GCT Semiconductor Holding (GCTS) is linked, with no stored direction, medium confidence in the 1 Oct 2026 story “Software roared back last quarter. Cramer says these stocks can keep climbing.” Reason on file: GA selected GCTS as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- NVTS Navitas Semiconductor
Navitas Semiconductor (NVTS) is linked, with no stored direction, medium confidence in the 1 Oct 2026 story “Software roared back last quarter. Cramer says these stocks can keep climbing.” Reason on file: GA selected NVTS as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- ON On Semiconductor
For “Software roared back last quarter. Cramer says these stocks can keep climbing,” On Semiconductor (ON) is linked, with no stored direction, medium confidence. Reason on file: GA selected ON as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- TSEM Tower Semiconductor
Tower Semiconductor (TSEM) is linked, with no stored direction, medium confidence in the 1 Oct 2026 story “Software roared back last quarter. Cramer says these stocks can keep climbing.” Reason on file: GA selected TSEM as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- TSM Taiwan Semiconductor Manufacturing
For “Software roared back last quarter. Cramer says these stocks can keep climbing,” Taiwan Semiconductor Manufacturing (TSM) is linked, with no stored direction, medium confidence. Reason on file: GA selected TSM as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
Alpha & Omega Semiconductor (AOSL)
Alpha & Omega Semiconductor (AOSL) is the company in “Software roared back last quarter. Cramer says these stocks can keep climbing,” the 1 Oct 2026 this story story.
For Alpha & Omega Semiconductor (AOSL), the reason on file says GA selected AOSL as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
A second company, GCT Semiconductor Holding (GCTS), is listed for a different reason: GA selected GCTS as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
Dates and price levels for Alpha & Omega Semiconductor (AOSL)
AOSL traded between 21.68 and 30.88 across 20 sessions. The latest close on file is 22.59. GCTS traded between 1.51 and 2.26 across 20 sessions. The latest close on file is 1.51. NVTS traded between 8.29 and 13.19 across 20 sessions. The latest close on file is 8.63.
What the saved facts support for Alpha & Omega Semiconductor (AOSL)
46 out of 100
“Software roared back last quarter. Cramer says these stocks can keep climbing” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.