Semiconductor News & Analysis Feed
20 articles
2026-10-02
seekingalpha.com
2026-10-02
This Seeking Alpha analysis by Cyn Research offers a contrarian bullish perspective on Micron Technology following its Q4 earnings beat. Rather than simply reciting the numbers, the piece focuses on the structural shift underway in the memory semiconductor market. The critical insight is that over 7
2026-09-22
finance.yahoo.com
2026-09-22
2026-09-22
stocktwits.com
2026-09-22
2026-09-18
simplywall.st
2026-09-18
ON Semiconductor's recent announcement of its EPP (Electronic Power Platform) program and partnership with Subaru has sparked market speculation about whether the company is undervalued by 37% below its fair value. This development aligns with the global automotive industry's shift toward electrific
2026-09-17
www.servethehome.com
2026-09-17
2026-09-17
www.servethehome.com
2026-09-17
onsemi has announced that its Embedded Power Platform (EPP) has entered production, marking a significant step forward in the company's power management solutions. Designed for high-performance computing and data center applications, the platform aims to improve system efficiency and reduce power co
2026-09-05
2026-09-05
finance.yahoo.com
2026-09-05
2026-09-03
finance.yahoo.com
2026-09-03
2026-09-02
www.fool.com
2026-09-02
Prominent hedge fund manager David Tepper's Appaloosa Management significantly reduced its stakes in Micron Technology and SanDisk during Q2, while simultaneously purchasing put options on Apple Inc., indicating a cautious outlook on the semiconductor sector and its key customers. Both Micron and Sa
2026-09-02
finance.yahoo.com
2026-09-02
Billionaire David Tepper's hedge fund, Appaloosa Management, significantly adjusted its portfolio in Q2 by reducing stakes in semiconductor leaders Micron and SanDisk, while simultaneously purchasing put options on one of their major customers. This move suggests Tepper anticipates potential downsid
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 $
2026-08-07
news.google.com
2026-08-07
2026-08-03
www.syracuse.com
2026-08-03
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