Semiconductor News & Analysis Feed
810 articles
2026-06-28
www.marketbeat.com
2026-06-28
MarketBeat
NVIDIA Corporation $NVDA Shares Sold by AdvisorNet Financial Inc
Written by MarketBeat
June 28, 2026
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KEY POINTS
AdvisorNet Financial trimmed its NVIDIA stake by 3.3% in the first quarter, selling 4,487 shares and leaving it with 130,947 shares valued at about $22.8 million.
Insider selling has also been notable, including director Stephen C. Neal and director John
2026-06-28
www.marketbeat.com
2026-06-28
MarketBeat
ABN AMRO Bank N.V. Sells 10,744 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 28, 2026
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KEY POINTS
ABN AMRO Bank N.V. cut its Taiwan Semiconductor Manufacturing stake by 7.8% in the first quarter, selling 10,744 shares and ending with 127,414 shares worth about $43.4 million.
TSMC continues to attract bullish analyst atte
2026-06-28
www.marketbeat.com
2026-06-28
MarketBeat
ABN AMRO Bank N.V. Trims Stake in Cadence Design Systems, Inc. $CDNS
Written by MarketBeat
June 28, 2026
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KEY POINTS
ABN AMRO Bank N.V. reduced its Cadence Design Systems stake by 4.1% in the first quarter, selling 4,303 shares and ending with 101,436 shares worth about $27.78 million.
Insiders have been selling shares recently, including VP Paul Cunningham and Dir
2026-06-27
www.marketbeat.com
2026-06-27
MarketBeat
Generate Investment Management Ltd Increases Position in NVIDIA Corporation $NVDA
Written by MarketBeat
June 27, 2026
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KEY POINTS
Generate Investment Management Ltd boosted its NVIDIA stake by 62.5% in the first quarter, adding 533,125 shares to bring its total to 1,385,889 shares worth about $241.7 million. NVIDIA is now the fund’s largest holding, making up rough
2026-06-26
www.marketbeat.com
2026-06-26
MarketBeat
Louisiana State Employees Retirement System Buys New Shares in Synopsys, Inc. $SNPS
Written by MarketBeat
June 26, 2026
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KEY POINTS
Louisiana State Employees Retirement System opened a new position in Synopsys during the first quarter, buying 22,300 shares valued at about $8.84 million.
Synopsys reported better-than-expected quarterly results, with EPS of $3.35 ver
2026-06-26
www.marketbeat.com
2026-06-26
MarketBeat
Louisiana State Employees Retirement System Invests $8.89 Million in Cadence Design Systems, Inc. $CDNS
Written by MarketBeat
June 26, 2026
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KEY POINTS
Louisiana State Employees Retirement System opened a new position in Cadence Design Systems, buying 32,000 shares valued at about $8.89 million in the first quarter.
Insider selling has been notable, including recen
2026-06-26
www.marketbeat.com
2026-06-26
MarketBeat
Parkway Wealth Management Group LLC Takes $2.70 Million Position in Texas Instruments Incorporated $TXN
Written by MarketBeat
June 26, 2026
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KEY POINTS
Parkway Wealth Management Group LLC opened a new position in Texas Instruments during the first quarter, buying 12,560 shares worth about $2.7 million.
Texas Instruments reported better-than-expected quarterly earni
2026-06-26
www.marketbeat.com
2026-06-26
MarketBeat
OP Asset Management Ltd Makes New $9.17 Million Investment in Cadence Design Systems, Inc. $CDNS
Written by MarketBeat
June 26, 2026
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KEY POINTS
OP Asset Management opened a new position in Cadence Design Systems, buying 32,989 shares worth about $9.17 million in the first quarter.
Cadence reported strong quarterly results, with earnings of $1.96 per share and reve
2026-06-26
www.marketbeat.com
2026-06-26
MarketBeat
RFG Advisory LLC Decreases Stock Position in Texas Instruments Incorporated $TXN
Written by MarketBeat
June 26, 2026
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KEY POINTS
RFG Advisory LLC cut its Texas Instruments stake by 34.3% in the first quarter, selling 11,027 shares and leaving it with 21,139 shares valued at about $4.1 million.
Texas Instruments reported Q1 earnings of $1.68 per share, topping estim
2026-06-26
www.marketbeat.com
2026-06-26
MarketBeat
Fairvoy Private Wealth LLC Acquires New Holdings in Synopsys, Inc. $SNPS
Written by MarketBeat
June 26, 2026
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KEY POINTS
Fairvoy Private Wealth LLC opened a new position in Synopsys during the first quarter, buying 3,048 shares worth about $1.21 million.
Several large institutional investors also adjusted their stakes, with Vanguard, State Street, Morgan Stanley, a
2026-06-25
www.marketbeat.com
2026-06-25
MarketBeat
Micron’s HBM Surge Could Redefine the AI Growth Story
Written by Thomas Hughes | Reviewed by Clare Titus
June 25, 2026
KEY POINTS
Micron reported fiscal Q3 revenue of $41.46 billion, up 345% year over year and roughly 1,550 basis points above consensus estimates.
Strong HBM demand, with new supply not expected to meaningfully impact the market until 2028, supports sustained hypergrowth over the ne
2026-06-24
www.marketbeat.com
2026-06-24
MarketBeat
WESPAC Advisors SoCal LLC Has $10.88 Million Stock Position in NVIDIA Corporation $NVDA
Written by MarketBeat
June 24, 2026
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KEY POINTS
WESPAC Advisors SoCal LLC trimmed its NVIDIA stake by 5.1% in the first quarter, ending with 62,372 shares valued at about $10.88 million. NVIDIA still represented 2.3% of the firm’s portfolio and its 13th-largest position.
Wall St
2026-06-23
www.marketbeat.com
2026-06-23
MarketBeat
Micron’s Sudden Plunge May Be an AI Buying Chance
Written by Jeffrey Neal Johnson | Reviewed by Clare Titus
June 23, 2026
KEY POINTS
Micron Technology shares fell more than 8% after South Korea's KOSPI plunged 10%, creating a macro-driven pullback ahead of its fiscal third-quarter earnings report.
Micron announced a strategic partnership with Anthropic on June 22, covering memory supply, co-design
2026-06-22
www.marketbeat.com
2026-06-22
MarketBeat
16,480 Shares in NVIDIA Corporation $NVDA Purchased by S Harris Financial Group LLC
Written by MarketBeat
June 22, 2026
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KEY POINTS
S Harris Financial Group LLC opened a new position in NVIDIA in Q4, buying 16,480 shares valued at about $3.07 million. NVIDIA now makes up roughly 2.9% of the firm’s portfolio.
Wall Street remains broadly bullish on NVIDIA, with analy
2026-06-22
www.marketbeat.com
2026-06-22
MarketBeat
NVIDIA Corporation $NVDA is Hayek Kallen Investment Management's 6th Largest Position
Written by MarketBeat
June 22, 2026
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KEY POINTS
Hayek Kallen Investment Management trimmed its NVIDIA stake by 6.2% in the fourth quarter, but NVDA still represented 4.1% of the fund’s portfolio and remained its 6th largest holding.
Wall Street sentiment remains bullish, with anal
2026-06-22
www.marketbeat.com
2026-06-22
MarketBeat
BSN CAPITAL PARTNERS Ltd Purchases Shares of 2,506,427 NVIDIA Corporation $NVDA
Written by MarketBeat
June 22, 2026
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KEY POINTS
BSN CAPITAL PARTNERS Ltd disclosed a new fourth-quarter stake in NVIDIA, buying 2,506,427 shares valued at about $463.5 million. NVIDIA now makes up 20.7% of the fund’s holdings, making it its largest position.
Wall Street sentiment remain
2026-06-21
www.marketbeat.com
2026-06-21
MarketBeat
Applied Materials Stock Looks Pricey—Can AI Demand Justify the Rally?
Written by Sam Quirke | Reviewed by Shannon Harms
June 21, 2026
KEY POINTS
Applied Materials has hit its highest valuation on record, as measured by its price-to-sales ratio, surpassing the peak it reached during the dot-com bubble.
The stock is up more than 130% year to date and over 50% in the past month alone, driven by surgi
2026-06-21
www.marketbeat.com
2026-06-21
MarketBeat
DGS Capital Management LLC Purchases 2,753 Shares of NVIDIA Corporation $NVDA
Written by MarketBeat
June 21, 2026
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KEY POINTS
DGS Capital Management LLC increased its NVIDIA stake by 2.9% in the fourth quarter, buying 2,753 shares to bring its total to 96,737 shares worth about $18.0 million. NVIDIA now represents roughly 3.1% of the firm’s portfolio and is its fou
2026-06-21
www.marketbeat.com
2026-06-21
MarketBeat
Ketron Financial Invests $134.61 Million in NVIDIA Corporation $NVDA
Written by MarketBeat
June 21, 2026
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KEY POINTS
Ketron Financial disclosed a new fourth-quarter stake in NVIDIA, buying 721,751 shares worth about $134.6 million. NVIDIA is now its largest holding, making up 44.8% of the portfolio.
Several analysts remain bullish on NVIDIA, with multiple firms rai
2026-06-21
www.marketbeat.com
2026-06-21
MarketBeat
SG Trading Solutions LLC Invests $31.70 Million in NVIDIA Corporation $NVDA
Written by MarketBeat
June 21, 2026
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KEY POINTS
SG Trading Solutions LLC bought a new stake in NVIDIA during the fourth quarter, acquiring 169,974 shares valued at about $31.7 million. The position makes NVIDIA the firm’s largest holding, at roughly 7.4% of its portfolio.
Institutional inte