Nancy Pelosi’s stock tracker, on Monday, drew attention on X over Senator Markwayne Mullin’s (R-Okla.) stock trading disclosure for Amkor Technology Inc. (NASDAQ:AMKR) purchases in 2026 as the semiconductor stock rallied sharply.



<h2>Committee Role Raises Eyebrows</h2>



In a post, the stock tracker highlighted that Mullin &#34;is on a roll&#34; and bought &#34;up to $150,000 in Amkor&#34; twice in 2026. The popular social media account noted that &#34;Mullin sits on the Senate Armed Services Committee, which oversees the military supply chain and military installations.&#34;



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<blockquote>Sen. Markwayne Mullin (R) is on a roll He disclosed buying up to $150,000 in Amkor twice in 2026 Mullin sits on the Senate Armed Services Committee, which oversees the military supply chain and military installations$AMKR is a major U.S. semiconductor packaging and test… pic.twitter.com/yB3Fhv3zGK— Nancy Pelosi Stock Tracker ♟ (@pelositracker) May 4, 2026</blockquote>
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Benzinga's Government Trades tracker shows that Mullin purchased AMKR stock on January 5 and February 4, with the transactions reported on February 4 and March 2, respectively.



Mullin’s did not immediately respond to Benzinga’s request for a comment.



Since those purchases, shares of the Arizona-based semiconductor packaging and testing company have climbed roughly 60%.



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<h2>Amkor Benefits From Semiconductor Tailwinds</h2>



Amkor is among the beneficiaries of the broad semiconductor rally. Analysts like Adam Parker recently emphasized that strong AI-driven earnings are particularly bolstering chip stocks. He labeled semiconductors his “North Star,” highlighting their central role in the ongoing multi-year AI buildout, which he believes is not a bubble.



<h2>Upbeat Results Fuel Surge</h2>



Amkor reported upbeat first-quarter results, beating expectations with earnings of 33 cents per share and revenues of $1.69 billion. It projects second-quarter earnings per share between 42 and 52 cents, which is above the previous 31 cent estimate, along with revenue expectations of $1.75 billion to $1.85 billion.



Impressed by robust earnings, most analysts lifted their target price for the stock.



<h2>Insider Confidence Boosts Performance</h2>



In a notable insider transaction, Robert R. Morse, a Board Member at Amkor, exercised stock options for 20,000 shares, resulting in a total transaction value of $1,007,800, as disclosed in a recent SEC filing. This action, reported on April 9, reflects confidence in the company’s ongoing performance.



Benzinga Edge Stock Rankings indicate that AMKR maintains a strong price trend in the short, medium and long term. The stock has a good Growth score in the 91st percentile and a Momentum score in the 98th percentile.



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Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by a Benzinga editor.



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Photo courtesy: Donny Hery / Shutterstock

AMKR

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Senator Markwayne Mullin's recent stock purchases in Amkor Technology have gained attention as the stock surged 60%. Mullin bought up to $150,000 in Amkor stock twice in 2026, with the semiconductor company benefiting from a broader industry rally. Analysts have praised Amkor's strong earnings, projecting higher future revenues and earnings per share. Insider confidence is also reflected in a significant stock option exercise by a board member. Overall, Amkor's stock shows strong growth and momentum scores, indicating positive market sentiment.

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Markwayne Mullin's Amkor Stock Trade 'Is on A Roll,' Says Nancy Pelosi Tracker As Stock Surges 60%