Semiconductor News & Analysis Feed

In the Q2 2026 13F filings, three highly respected fund managers took dramatically different approaches to NVIDIA stock within a 90-day window. David Tepper’s Appaloosa LP increased its stake by 53,500 shares to a total of 1.525 million, signaling continued confidence in the AI infrastructure trade

Billionaire Dan Loeb has identified Taiwan Semiconductor Manufacturing Company (TSMC) as his top AI stock pick, underscoring the growing importance of advanced chip manufacturing in the AI landscape. As the world’s leading semiconductor foundry, TSMC produces chips for major players like NVIDIA, App

Dan Loeb, founder of Third Point, argues that NVIDIA is reasonably valued at around 15 times its projected 2027 earnings and 12 times 2028 earnings, suggesting the stock is not overpriced despite the current AI boom. Unlike dot-com era tech stocks, NVIDIA generates strong cash flows, according to Lo