Semiconductor News & Analysis Feed
243 articles
2026-06-15
www.marketbeat.com
2026-06-15
MarketBeat
__fail__
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
Fieldview Capital Management LLC Purchases 3,862 Shares of Cadence Design Systems, Inc. $CDNS
Written by MarketBeat
June 14, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Fieldview Capital Management increased its Cadence Design Systems stake by 116.4% in the fourth quarter, buying 3,862 shares to bring its total to 7,181 shares worth about $2.25 million.
Cadence Design Systems reported better
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
Icon Wealth Advisors LLC Acquires 7,783 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 14, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Icon Wealth Advisors LLC increased its TSM holdings by 65.3% in the fourth quarter, buying 7,783 additional shares and bringing its total position to 19,695 shares worth about $5.98 million.
Insider activity was mixe
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
Dockside LLC Purchases New Holdings in ASML Holding N.V. $ASML
Written by MarketBeat
June 14, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Dockside LLC opened a new position in ASML during the fourth quarter, buying 1,713 shares valued at about $1.83 million.
Institutional interest in ASML remains broad, with several other funds modestly increasing their stakes; overall, 26.07% of the stock i
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
LRT Capital Management LLC Decreases Stock Position in Texas Instruments Incorporated $TXN
Written by MarketBeat
June 14, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
LRT Capital Management cut its Texas Instruments stake by 54.7% in the fourth quarter, selling 8,283 shares and leaving it with 6,851 shares worth about $1.19 million.
Analysts are mixed on TXN: recent calls ranged from “market
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
Knollwood Investment Advisory LLC Acquires 3,664 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 14, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Knollwood Investment Advisory boosted its stake in Taiwan Semiconductor Manufacturing by 24.9% in the fourth quarter, buying 3,664 more shares and bringing its total holdings to 18,380 shares worth about $5.
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
Dockside LLC Acquires New Stake in Texas Instruments Incorporated $TXN
Written by MarketBeat
June 14, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Dockside LLC opened a new position in Texas Instruments, buying 8,214 shares in the fourth quarter valued at about $1.425 million.
Texas Instruments reported better-than-expected earnings for the latest quarter, with EPS of $1.68 versus $1.37 expec
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
Eventide Asset Management LLC Purchases 736 Shares of ASML Holding N.V. $ASML
Written by MarketBeat
June 14, 2026
Image from MarketBeat Media, LLC.
Eventide Asset Management LLC increased its stake in ASML Holding N.V. (NASDAQ:ASML - Free Report) by 1.1% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 66,820
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
Artemis Wealth Advisors LLC Has $6.99 Million Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 14, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Artemis Wealth Advisors LLC cut its TSM position by 30.3% in the fourth quarter, selling 10,000 shares and leaving it with 23,000 shares valued at about $6.99 million. Taiwan Semiconductor Manufacturing now r
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
Artemis Wealth Advisors LLC Trims Holdings in NVIDIA Corporation $NVDA
Written by MarketBeat
June 14, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Artemis Wealth Advisors LLC cut its NVIDIA stake by 36.4% in the fourth quarter, selling 20,000 shares and ending with 35,000 shares valued at about $6.53 million.
Despite some portfolio trimming by investors, NVIDIA continues to draw broad institu
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
Avid Wealth Partners LLC Grows Stock Holdings in NVIDIA Corporation $NVDA
Written by MarketBeat
June 14, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Avid Wealth Partners LLC increased its NVIDIA stake by 43.6% in the fourth quarter, buying 3,631 additional shares and bringing its total holdings to 11,967 shares worth about $2.23 million.
Insider selling continued at NVIDIA, with Director Mar
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
B&D White Capital Company LLC Buys 3,100 Shares of NVIDIA Corporation $NVDA
Written by MarketBeat
June 14, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
B&D White Capital Company LLC increased its NVIDIA stake by 174.8% in the fourth quarter, buying 3,100 additional shares and bringing its total holdings to 4,873 shares valued at about $909,000.
NVIDIA reported strong quarterly results, with E
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
Blue Jean Financial LLC Purchases Shares of 5,473 Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 14, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Blue Jean Financial LLC opened a new position in Taiwan Semiconductor Manufacturing, buying 5,473 shares valued at about $1.66 million in the fourth quarter. The stock now represents roughly 1.4% of the firm’s holdin
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
Blue Jean Financial LLC Makes New $1.55 Million Investment in NVIDIA Corporation $NVDA
Written by MarketBeat
June 14, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Blue Jean Financial LLC opened a new position in NVIDIA during the fourth quarter, buying 8,326 shares worth about $1.55 million.
Institutional interest in NVIDIA remains strong, with hedge funds and other investors continuing to ad
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
NVIDIA Corporation $NVDA is Biondo Investment Advisors LLC's 3rd Largest Position
Written by MarketBeat
June 14, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Biondo Investment Advisors trimmed its NVIDIA stake by 11.3% in the fourth quarter, but NVDA still remains its 3rd-largest holding, making up 6.8% of the portfolio and worth about $56.5 million.
Despite some mixed market commentary, anal
2026-06-13
www.marketbeat.com
2026-06-13
MarketBeat
Trillium Asset Management LLC Sells 261,684 Shares of NVIDIA Corporation $NVDA
Written by MarketBeat
June 13, 2026
Image from MarketBeat Media, LLC.
Trillium Asset Management LLC decreased its stake in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 17.0% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 1,275,697
2026-06-13
www.marketbeat.com
2026-06-13
MarketBeat
Integrity Investment Advisors LLC Has $2.01 Million Stock Position in NVIDIA Corporation $NVDA
Written by MarketBeat
June 13, 2026
Image from MarketBeat Media, LLC.
Integrity Investment Advisors LLC grew its holdings in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 30.6% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 10,753 shares of the com
2026-06-13
www.marketbeat.com
2026-06-13
MarketBeat
NVIDIA Corporation $NVDA Position Boosted by Quadrant Capital Group LLC
Written by MarketBeat
June 13, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Quadrant Capital Group LLC increased its NVIDIA stake by 0.7% in the fourth quarter, bringing its holdings to 657,157 shares worth about $122.6 million. NVIDIA is now the firm’s third-largest position and makes up roughly 3.7% of its portfolio.
NV
2026-06-13
www.marketbeat.com
2026-06-13
MarketBeat
Howland Capital Management LLC Has $99.43 Million Stock Position in NVIDIA Corporation $NVDA
Written by MarketBeat
June 13, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Howland Capital Management increased its NVIDIA stake by 8.3% in the fourth quarter, adding 40,896 shares and bringing its total holding to 533,121 shares valued at about $99.4 million.
NVIDIA reported strong quarterly results
2026-06-12
www.marketbeat.com
2026-06-12
MarketBeat
Xponance LLC Acquires 3,562 Shares of Cadence Design Systems, Inc. $CDNS
Written by MarketBeat
June 12, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Xponance LLC increased its stake in Cadence Design Systems by 4.9% in the fourth quarter, buying 3,562 additional shares and bringing its total holding to 76,058 shares valued at about $23.8 million.
Institutional ownership remains very high, wit