Semiconductor News & Analysis Feed
14 articles
2026-08-18
finance.yahoo.com
2026-08-18
2026-08-17
2026-08-17
finance.yahoo.com
2026-08-17
2026-08-17
www.benzinga.com
2026-08-17
2026-08-17
247wallst.com
2026-08-17
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
2026-08-13
247wallst.com
2026-08-13
In the first quarter of 2026, billionaire David Tepper’s Appaloosa Management nearly doubled its Amazon stake, adding around 2.14 million shares to bring its total to approximately 4.3 million, valued at around $900 million. This move made Amazon Tepper’s largest single holding at about 15% of his $
2026-06-25
www.insidermonkey.com
2026-06-25
Micron Technology, Inc. (MU) has been identified as one of the top AI stocks in billionaire David Tepper’s portfolio by Appaloosa Management. The firm has held a stake in Micron since Q4 2016, and its investment has yielded substantial returns, with the stock price rising from $18.78 in 2016 to $391
2026-06-25
finance.yahoo.com
2026-06-25
Micron Technology, a leading global provider of memory and storage solutions, has been selected by billionaire David Tepper's Appaloosa Management as one of its top AI investments, reflecting its growing importance in the artificial intelligence landscape. The fund has held Micron since the fourth q
2026-06-25
finance.yahoo.com
2026-06-25
Qualcomm Inc., a leading global wireless communication technology and chip design company, has been actively expanding its presence in the artificial intelligence sector. According to recent financial reporting, billionaire David Tepper's Appaloosa Management has held Qualcomm shares since 2012, re-
2026-06-25
finance.yahoo.com
2026-06-25
ASML Holding N.V. (ASML), a leading global semiconductor equipment manufacturer, plays a crucial role in advanced chip production. Recently, billionaire David Tepper's Appaloosa Management has maintained long-term holdings in ASML, reflecting confidence in its strategic value. The fund first include
2026-06-23
247wallst.com
2026-06-23
David Tepper's Appaloosa Management significantly adjusted its portfolio at the end of Q1 2026, trimming NVIDIA by 13% and AMD by 32%, while substantially increasing its Amazon stake by about 2.14 million shares, or 98%. This move made Amazon the largest disclosed holding, accounting for roughly 15%
2026-06-23
finance.yahoo.com
2026-06-23
David Tepper's Appaloosa Management significantly adjusted its portfolio in Q1 2026, trimming NVIDIA and AMD while substantially increasing its Amazon stake. The move reflects a strategic rotation from overvalued semiconductor names to more attractively priced hyperscalers like AWS. NVIDIA and AMD,
2026-05-20
2026-05-14
finance.yahoo.com
2026-05-14