Dilution News

SEC filing alerts, reverse split activity, ATM program trends, and small-cap market analysis.

October 11, 2026  ·  Richard Burke

Memory Supply Chain 2026: MU, SK Hynix, HBM, and What the Data Shows

Supply chain data from SEC filings maps Micron's bidirectional ties to SK Hynix, Samsung, YMTC, and CXMT. What verified evidence reveals about HBM concentration, NAND recovery, and equipment dependencies driving memory prices.

MemoryHBMSupply ChainMU

Read article →
October 7, 2026  ·  Richard Burke

Reverse Stock Splits Are Surging Heading Into Q4 — What That Signals

Reverse split filings have climbed sharply over the past six weeks. That's not a coincidence — it's the annual pattern of small caps scrambling to maintain exchange listing compliance before year-end. Here's what to watch for and how to use DilutionWatch's reverse split tracker to get ahead of it.

Reverse SplitsQ4 2026

Read article →
October 7, 2026  ·  Richard Burke

Small-Cap Dilution Signals to Watch This October

Q4 is historically when dilution pressure concentrates in small-cap stocks. Companies that burned through capital in H1 are now approaching shelf registration capacity, ATM program limits, and convertible note maturities simultaneously. This is what the current filings are showing.

DilutionATM OfferingsOctober 2026

Read article →