Semiconductor News & Analysis Feed
857 articles
2026-07-04
www.marketbeat.com
2026-07-04
MarketBeat
Cambient Family Office LLC Has $48.33 Million Position in NVIDIA Corporation $NVDA
Written by MarketBeat
July 4, 2026
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KEY POINTS
Cambient Family Office LLC increased its NVIDIA stake by 6.3% in the first quarter, adding 16,326 shares to bring its total to 277,107 shares. The position was valued at about $48.33 million and represented 6.7% of the firm’s portfolio,
2026-07-04
www.marketbeat.com
2026-07-04
MarketBeat
Beaumont Asset Management L.L.C. Takes Position in NVIDIA Corporation $NVDA
Written by MarketBeat
July 4, 2026
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KEY POINTS
Beaumont Asset Management opened a new position in NVIDIA during the first quarter, buying 2,662 shares worth about $464,000.
NVIDIA continues to attract major institutional interest, with hedge funds and other investors owning 65.27% of the co
2026-07-04
www.marketbeat.com
2026-07-04
MarketBeat
NVIDIA (NASDAQ:NVDA) Stock Rating Lowered by Wall Street Zen
Written by MarketBeat
July 4, 2026
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KEY POINTS
Wall Street Zen downgraded NVIDIA from a “strong-buy” to a “buy,” even though the broader analyst view remains constructive with a consensus rating of “Buy” and a consensus price target of $303.84.
NVIDIA continues to post strong operating results, including
2026-07-04
news.google.com
2026-07-04
Intellectia AI
2026-07-03
seekingalpha.com
2026-07-03
Seeking Alpha
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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
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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
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
Pacific Sage Partners LLC Purchases 4,467 Shares of NVIDIA Corporation $NVDA
Written by MarketBeat
July 3, 2026
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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
intellectia.ai
2026-07-03
Intellectia AI
The semiconductor industry is experiencing one of its most significant rallies in decades, driven by the explosive growth of artificial intelligence infrastructure spending. In July 2026, AI chip stocks have added a combined $2 trillion in market value, with the Philadelphia Semiconductor Index surging over 47% year-to-date. NVIDIA continues to dominate with an estimated 70-80% market share in AI
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Amdocs, (DOX), 1Finity, Supermicro (SMCI) Validate AI-RAN Blueprint with NVIDIA (NVDA) Infrastructure
Maham Fatima
Thu, July 2, 2026 at 3:12 PM PDT 1 min read
DOX
-1.82%
Trade Amdocs on Coinbase
Trading disclosure
Amdocs Limited (NASDAQ:DOX) is one of the cheap stocks that are about to explode. On June 23, Amdocs, 1Finity, and Supermicro (NASDAQ:SMCI) validated an AI-RAN blueprint using NVIDIA-ac
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Nvidia (NVDA) Stock Moves -1.39%: What You Should Know
Nvidia (NVDA) Stock Moves -1.39%: What You Should Know · Zacks
Zacks Equity Research
Thu, July 2, 2026 at 2:45 PM PDT 3 min read
NVDA
+3.65%
^DJI
-1.09%
^IXIC
+0.20%
^GSPC
-0.28%
Trade NVIDIA on Coinbase
Trading disclosure
Nvidia (NVDA) closed at $194.83 in the latest trading session, marking a -1.39% move from the prior day. Meanwhile, the D
2026-07-03
sg.finance.yahoo.com
2026-07-03
Yahoo Finance Singapore
Is NVIDIA Corporation (NVDA) Stock Positioned for AI Growth Through New NVIDIA Blackwell Infrastructure Deal?
Laiba Immad
Thu, 2 July 2026 at 12:56 pm GMT-7 2 min read
NVDA
+3.65%
PLTR
-1.60%
BTOG
-2.63%
We recently compiled a list of the 10 Most Undervalued Dow Stocks to Buy According to Wall Street Analysts. NVIDIA Corporation (NASDAQ:NVDA) is among the most undervalued stocks.
TheFly reporte
2026-07-02
seekingalpha.com
2026-07-02
Seeking Alpha
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2026-07-02
www.tipranks.com
2026-07-02
TipRanks
www.tipranks.com
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2026-07-02
seekingalpha.com
2026-07-02
Seeking Alpha
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2026-07-02
www.moomoo.com
2026-07-02
Moomoo
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2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Nvidia launches revenue-sharing model to help AI startups access computing power (NVDA)
Fiona Craig
Thu, July 2, 2026 at 2:36 AM PDT 1 min read
NVDA
+0.21%
Trade NVIDIA on Coinbase
Trading disclosure
Nvidia sign on building ©Adobe Stock Images
Nvidia (NASDAQ:NVDA) has unveiled a new initiative designed to help artificial intelligence startups gain access to high-performance computing infrastructu
2026-07-02
www.marketbeat.com
2026-07-02
MarketBeat
NVIDIA Corporation $NVDA Position Reduced by bLong Financial LLC
Written by MarketBeat
July 2, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
bLong Financial LLC trimmed its NVIDIA stake by 2.0% in the first quarter, but NVIDIA still remains its largest holding at 21.9% of the portfolio, valued at about $28.9 million.
NVIDIA reported strong quarterly results, with EPS of $1.87 and revenue of $8
2026-07-02
www.marketbeat.com
2026-07-02
MarketBeat
NVIDIA Corporation (NASDAQ:NVDA) Given Consensus Recommendation of "Buy" by Analysts
Written by MarketBeat
July 2, 2026
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KEY POINTS
NVIDIA has a strong analyst consensus: 54 research firms currently cover the stock, with 48 rating it a buy and 3 a strong buy. The average 12-month price target is about $303.84.
Recent analyst updates remain bullish, with several fir
2026-07-02
seekingalpha.com
2026-07-02
Seeking Alpha
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