Semiconductor News & Analysis Feed
810 articles
2026-06-12
www.marketbeat.com
2026-06-12
MarketBeat
Burkett Asset Management Ltd Makes New Investment in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 12, 2026
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KEY POINTS
Burkett Asset Management opened a new position in Taiwan Semiconductor Manufacturing, buying 15,060 shares worth about $4.58 million. The stake now makes up 4.6% of the firm’s holdings and is its 6th-largest posit
2026-06-12
news.google.com
2026-06-12
MarketBeat
2026-06-12
www.marketbeat.com
2026-06-12
MarketBeat
Texas Instruments Incorporated $TXN Shares Purchased by Alps Advisors Inc.
Written by MarketBeat
June 12, 2026
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KEY POINTS
Alps Advisors Inc. increased its Texas Instruments stake by 178% in the fourth quarter, bringing its holdings to 217,732 shares worth about $37.8 million. Other large institutional investors also added to positions, and institutions/hedge funds
2026-06-12
www.marketbeat.com
2026-06-12
MarketBeat
29,560 Shares in Taiwan Semiconductor Manufacturing Company Ltd. $TSM Bought by AI Squared Management Ltd
Written by MarketBeat
June 12, 2026
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KEY POINTS
AI Squared Management opened a new position in Taiwan Semiconductor Manufacturing, buying 29,560 shares valued at about $8.98 million. The stake makes TSMC its second-largest holding, accounting for 10.4% of the p
2026-06-12
www.marketbeat.com
2026-06-12
MarketBeat
Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Sold by Aviva PLC
Written by MarketBeat
June 12, 2026
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Aviva PLC decreased its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 6.0% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. Th
2026-06-12
www.marketbeat.com
2026-06-12
MarketBeat
Banco BTG Pactual S.A. Acquires 46,564 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 12, 2026
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KEY POINTS
Banco BTG Pactual S.A. increased its stake in Taiwan Semiconductor Manufacturing by 73.3% in the fourth quarter, adding 46,564 shares to reach 110,096 shares valued at about $33.5 million.
TSMC reported strong recent
2026-06-12
www.marketbeat.com
2026-06-12
MarketBeat
Taiwan Semiconductor Manufacturing (NYSE:TSM) Trading 2.7% Higher - Still a Buy?
Written by MarketBeat
June 11, 2026
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KEY POINTS
TSMC shares rose 2.7% on Thursday, trading around $419.67 after briefly touching $422.25, as investors continued to react positively to the company’s momentum.
Analysts have been raising earnings estimates and price targets, citing strong
2026-06-12
www.marketbeat.com
2026-06-12
MarketBeat
NVIDIA’s Outlook Gains Momentum: Stock Price to Follow
Written by Thomas Hughes | Reviewed by Clare Titus
June 11, 2026
KEY POINTS
NVIDIA's business continues to gain momentum, and catalysts are rolling down the pipe for delivery in Q3.
Analysts' sentiment trends have strengthened, pointing to a $500 price target and 150% upside.
Valuation metrics suggest this stock could top $1000 again within a
2026-06-11
www.marketbeat.com
2026-06-11
MarketBeat
Qualcomm Incorporated $QCOM Shares Sold by Saturna Capital Corp
Written by MarketBeat
June 11, 2026
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KEY POINTS
Saturna Capital Corp reduced its Qualcomm stake by 11% in the fourth quarter, selling 5,888 shares and ending with 47,811 shares valued at about $8.18 million.
Institutional ownership remains very high, with hedge funds and other institutional investors h
2026-06-11
www.marketbeat.com
2026-06-11
MarketBeat
Saturna Capital Corp Trims Position in Texas Instruments Incorporated $TXN
Written by MarketBeat
June 11, 2026
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KEY POINTS
Saturna Capital Corp trimmed its Texas Instruments stake by 3.1% in the fourth quarter, selling 8,327 shares and leaving it with 257,365 shares valued at about $44.65 million.
Wall Street sentiment is mixed but leaning positive: several analyst
2026-06-11
www.marketbeat.com
2026-06-11
MarketBeat
Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Sold by Saturna Capital Corp
Written by MarketBeat
June 11, 2026
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KEY POINTS
Saturna Capital Corp reduced its stake in Taiwan Semiconductor Manufacturing by 4.6% in the fourth quarter, selling 98,334 shares. It still remains a major holder, with TSM as its largest position and about $620.3 million invested
2026-06-11
news.google.com
2026-06-11
MarketBeat
2026-06-11
www.marketbeat.com
2026-06-11
MarketBeat
Signet Private Wealth LLC Acquires New Position in Texas Instruments Incorporated $TXN
Written by MarketBeat
June 11, 2026
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KEY POINTS
Signet Private Wealth LLC disclosed a new fourth-quarter position in Texas Instruments, buying 4,425 shares valued at about $768,000.
Wall Street sentiment on TXN remains mixed but generally constructive: several analysts raised pri
2026-06-11
www.marketbeat.com
2026-06-11
MarketBeat
Qualcomm Incorporated $QCOM Shares Sold by Townsquare Capital LLC
Written by MarketBeat
June 11, 2026
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KEY POINTS
Townsquare Capital LLC cut its Qualcomm stake by 38.5% in the fourth quarter, selling 5,986 shares and ending with 9,575 shares valued at about $1.64 million.
Qualcomm reported mixed but generally solid recent results, beating quarterly EPS estimates sl
2026-06-11
www.marketbeat.com
2026-06-11
MarketBeat
J.Safra Asset Management Corp Raises Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 11, 2026
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J.Safra Asset Management Corp raised its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 95.3% during the 4th quarter, according to its most recent disclosure with the Securities and E
2026-06-11
www.marketbeat.com
2026-06-11
MarketBeat
Qualcomm Incorporated $QCOM Shares Sold by Metis Global Partners LLC
Written by MarketBeat
June 11, 2026
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KEY POINTS
Metis Global Partners LLC reduced its Qualcomm stake by 7.3% in the fourth quarter, selling 3,125 shares and ending with 39,642 shares worth about $6.78 million.
Institutional ownership in Qualcomm remains high, with 74.35% of shares held by institut
2026-06-11
www.marketbeat.com
2026-06-11
MarketBeat
Fosun International Ltd Purchases 3,300 Shares of NVIDIA Corporation $NVDA
Written by MarketBeat
June 11, 2026
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KEY POINTS
Fosun International Ltd increased its NVIDIA stake by 25.5% in the fourth quarter, buying 3,300 additional shares and bringing its holdings to 16,235 shares valued at about $3.03 million.
Wall Street remains broadly bullish on NVIDIA, with mult
2026-06-11
www.marketbeat.com
2026-06-11
MarketBeat
Convergence Financial LLC Reduces Holdings in NVIDIA Corporation $NVDA
Written by MarketBeat
June 11, 2026
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KEY POINTS
Convergence Financial LLC trimmed its NVIDIA stake by 4.9% in the fourth quarter, selling 3,245 shares and leaving it with 62,437 shares valued at about $11.65 million.
NVIDIA’s recent earnings beat expectations, reporting $1.87 EPS on $81.62 billi
2026-06-10
news.google.com
2026-06-10
MarketBeat
2026-06-10
www.marketbeat.com
2026-06-10
MarketBeat
Erste Asset Management GmbH Has $2.24 Million Position in Cadence Design Systems, Inc. $CDNS
Written by MarketBeat
June 10, 2026
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KEY POINTS
Erste Asset Management GmbH cut its Cadence Design Systems stake by 59.1% in the fourth quarter, selling 10,196 shares and leaving it with 7,052 shares valued at about $2.24 million.
Insiders have been selling shares as well.