Semiconductor News & Analysis Feed
7913 articles
2026-07-03
www.fool.com
2026-07-03
The Motley Fool
Nvidia (
NVDA
+3.74%
) is the world's largest company by market cap, and many investors are a bit worried that its stock may have reached a point where it can't grow fast for much longer. I think that's just not true, and expect that several tailwinds will push the stock to new heights over the next few years.
The biggest of those tailwinds is the tech sector's soaring spending on the data center
2026-07-03
www.marketbeat.com
2026-07-03
MarketBeat
Pzena Investment Management LLC Cuts Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
July 3, 2026
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KEY POINTS
Pzena Investment Management cut its Taiwan Semiconductor Manufacturing stake by 27.9% in the first quarter, selling 7,356 shares and leaving it with 18,986 shares valued at about $6.4 million.
TSMC raised its qua
2026-07-03
finance.biggo.com
2026-07-03
finance.biggo.com
The benefits of the semiconductor supercycle are spreading to the backend industry, with inspection equipment component maker TSE emerging as a standout in the probe card market for High Bandwidth Memory (HBM). The company's strategic shift from a NAND flash-centric portfolio to HBM has become the key driver simultaneously lifting its stock price and earnings outlook.
2026-07-03
tomshardware.com
2026-07-03
Bruno Ferreira
Singaporean scientists outfitted remote-controlled cockroaches with scuba suits in a bid to use them in rescue operations and explore extreme environments like Mars.
2026-07-03
tomshardware.com
2026-07-03
Mark Tyson
One of Jensen Huang’s used leather jackets is up for auction, with an estimate of $40,000 to $60,000. The money will go to charity.
2026-07-03
www.marketbeat.com
2026-07-03
MarketBeat
Maltin Wealth Management Inc. Takes $880,000 Position in NVIDIA Corporation $NVDA
Written by MarketBeat
July 3, 2026
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KEY POINTS
Maltin Wealth Management Inc. opened a new position in NVIDIA during the first quarter, buying 5,047 shares valued at about $880,000.
NVIDIA recently reported strong quarterly results, with EPS of $1.87 beating estimates and revenue of $8
2026-07-03
www.marketbeat.com
2026-07-03
MarketBeat
NVIDIA Corporation $NVDA Shares Sold by Northeast Investment Management
Written by MarketBeat
July 3, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Northeast Investment Management trimmed its NVIDIA stake by 4.0% in the first quarter, but NVDA remains its largest holding at about 8.1% of assets, worth roughly $195.6 million.
Several NVIDIA insiders sold shares recently, including Director Mark
2026-07-03
www.marketbeat.com
2026-07-03
MarketBeat
Pacific Sage Partners LLC Purchases 4,467 Shares of NVIDIA Corporation $NVDA
Written by MarketBeat
July 3, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Pacific Sage Partners LLC increased its NVIDIA stake by 18.1% in the first quarter, buying 4,467 more shares and bringing its total holdings to 29,113 shares worth about $5.08 million.
NVIDIA reported strong quarterly results, with earnings of
2026-07-03
www.tradingview.com
2026-07-03
TradingView
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Infineon Technologies AG: Release according to Article 40, Section 1 of the WpHG [the German Securities Trading Act] with the objective…
Infineon Technologies AG: Release according to Article 40, Section 1 of the WpHG [the German Securities Trading Act] with the objective of Europe-wide distribution
3 min read
IFX
−0.75%
Infineon Technologies AG
Infineon Technologies AG: Release acc
2026-07-03
www.marketbeat.com
2026-07-03
MarketBeat
Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Bought by Elevation Point Wealth Partners LLC
Written by MarketBeat
July 3, 2026
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KEY POINTS
Elevation Point Wealth Partners increased its stake in Taiwan Semiconductor Manufacturing by 306.7% in the first quarter, ending with 52,397 shares valued at about $17.7 million.
Insider buying continued, with vice
2026-07-03
timesofoman.com
2026-07-03
Times of Oman
New Delhi: While the AI boom is supported by strong cash flows, it is not immune to shocks, with chip shortages posing a major risk to the rally, says Nuvama Institutional Equities.
As per the brokerage house, supply shock or a sharp rise in US Federal Reserve interest rates could trigger a turning point in the AI boom, as rising chip costs and stretched valuations expose early signs of excess in
2026-07-03
www.bloomberg.com
2026-07-03
Bloomberg.com
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2026-07-03
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2026-07-03
Yahoo Finance
General Motors (GM) Secures Micron Deal For Future Software Defined Vehicles
Bailey Pemberton
Fri, July 3, 2026 at 1:13 AM PDT 3 min read
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2026-07-03
Evertiq
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General | July 03, 2026
Report: $13 billion outlay for India Semiconductor Mission 2.0 cleared
Evertiq
India Semiconductor Mission 2.0 will be geared towards strengthening the entire semiconductor value chain, including chip design, fabrication and packaging.
The Expenditure Finance Committee (EFC) of the Indian government has approved an outlay of ₹1.25 trillion (about USD 13 billion)
2026-07-03
seekingalpha.com
2026-07-03
Seeking Alpha
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2026-07-03
news.google.com
2026-07-03
NucNet
2026-07-03
www.marketbeat.com
2026-07-03
MarketBeat
Argos Wealth Advisors LLC Sells 1,692 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
July 3, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Argos Wealth Advisors LLC cut its TSM position by 14.1% in the first quarter, selling 1,692 shares and ending with 10,295 shares worth about $3.48 million.
Sentiment around Taiwan Semiconductor Manufacturing remains bul
2026-07-03
www.thestandard.com.hk
2026-07-03
The Standard (HK)
Nvidia chief executive Jensen Huang's iconic black leather jacket reportedly will be up for auction at Sotheby's, with an estimated price of US$40,000 (HK$312,000) to US$60,000 - nearly the same as that of Nvidia's Blackwell artificial intelligence chip, according to Business Insider.
The Tom Ford piece also features Jensen Huang's handwritten signature, the report said.
Sotheby's confirmed that
2026-07-03
www.tradingview.com
2026-07-03
TradingView
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Reuters
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Korea Said To Prepare For Currency Flow From SK Hynix US Listing- Bloomberg News
Korea Said To Prepare For Currency Flow From SK Hynix US Listing- Bloomberg News
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2026-07-03
eciks.org
2026-07-03
eciks.org
SK Hynix stock plunges 14.5% as chip sector rout deepens over AI demand fears
Published on 3 July 2026 at 2:26 am •
Written by Chris Martin
• Reading duration : 2 minutes · read 310 times
© SK Hynix stock plunges 14.5% as chip sector rout deepens over AI demand fears
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SK Hynix stock plunged 14.5% on July 2, 2026, as part of a broader semiconductor selloff triggered by mounting co