Semiconductor News & Analysis Feed

In August 2026, Oppenheimer Asset Management Inc. acquired a new position in Cadence Design Systems (CDNS) during the second quarter, purchasing 14,454 shares valued at approximately $5.425 million. This move reflects the firm's continued confidence in Cadence's role within the electronic design aut

In Q2 2026, Oppenheimer Asset Management Inc. acquired a new stake in Synopsys (NASDAQ:SNPS), purchasing 21,134 shares valued at approximately $9.43 million. This move reflects institutional confidence in Synopsys' position within the semiconductor design tools sector. As a leading provider of elect

In Q2 2026, Oppenheimer Asset Management Inc. reduced its stake in Applied Materials (AMAT) by 47%, selling 22,663 shares and retaining a position valued at $18.48 million. Despite strong quarterly results—revenue up 24.8% year-over-year to $9.12 billion and EPS of $3.50, exceeding estimates—AMAT's