Semiconductor News & Analysis Feed
20 articles
2026-09-07
www.marketbeat.com
2026-09-07
NVIDIA, as a leading global AI chip manufacturer, continues to attract significant market attention. Recently, SlateStone Wealth LLC reduced its NVIDIA stake by 1.7%, selling 4,529 shares while retaining 260,075 shares valued at approximately $52.04 million. Nevertheless, NVIDIA remains the firm's s
2026-09-06
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2026-09-06
2026-09-03
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2026-09-03
NVIDIA Corporation (NASDAQ:NVDA) continues to attract significant market attention, though recent institutional adjustments have introduced some volatility. Asio Capital LLC reduced its NVIDIA stake by 2.7% in Q2, selling 4,422 shares to hold 162,027 shares, valued at $32.42 million. Despite this, N
2026-09-02
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2026-09-02
2026-08-31
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2026-08-31
2026-08-31
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2026-08-31
2026-08-21
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2026-08-21
2026-08-21
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2026-08-21
2026-08-18
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2026-08-18
2026-08-17
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2026-08-17
Taiwan Semiconductor Manufacturing Company (TSMC) has attracted attention due to increased holdings by several institutional investors. According to SEC filings, Northeast Investment Management increased its stake in TSMC by 71.8% during the second quarter, raising its position to 58,050 shares wort
2026-08-17
www.marketbeat.com
2026-08-17
During the second quarter of 2026, PFG Advisors reduced its stake in Taiwan Semiconductor Manufacturing Company (TSMC) by 27.3%, selling 1,758 shares and leaving it with 4,675 shares valued at $2.23 million. This move reflects cautious sentiment among some institutional investors. However, other inv
2026-08-17
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2026-08-17
2026-08-17
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2026-08-17
In the second quarter of 2026, Matthew Goff Investment Advisor LLC reduced its NVIDIA stake by 29.8%, selling 3,584 shares and retaining 8,439 shares worth approximately $1.69 million. Despite this reduction, institutional ownership remains substantial at 65.27%, with major investors such as Assenag
2026-08-17
www.marketbeat.com
2026-08-17
In Q2 2026, Chicago Trust Co NA reduced its Qualcomm stake by 44.3%, selling 3,650 shares and retaining 4,584 shares valued at approximately $847,000. Although Qualcomm reported quarterly revenue of $9.95 billion, exceeding expectations, its EPS of $2.21 narrowly missed estimates and year-over-year
2026-08-17
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2026-08-17
2026-08-17
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2026-08-17
2026-08-16
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2026-08-16
Applied Materials delivered strong third-quarter results in 2026, with revenue up 24.8% year-over-year to $9.12 billion and adjusted EPS of $3.50, exceeding expectations. Management also provided a positive fourth-quarter outlook, forecasting revenue between $9.8 billion and $10.8 billion and EPS of
2026-08-16
www.marketbeat.com
2026-08-16
Tensor Edge Capital LLC increased its stake in Micron Technology, Inc. (MU) by 16.3% in Q2, acquiring an additional 37,949 shares to hold 271,199 shares valued at approximately $313 million, making it the largest holding in the firm's portfolio. This move reflects strong institutional confidence in
2026-08-16
www.marketbeat.com
2026-08-16
WealthBridge Investment Counsel Inc. reduced its stake in Micron Technology by 25.7% in the second quarter, selling 4,880 shares while retaining 14,101 shares valued at $16.28 million. Micron reported strong quarterly results with EPS of $25.11, surpassing estimates of $21.39, and revenue surged 345
2026-08-16
www.marketbeat.com
2026-08-16
NVIDIA, as a leading global AI chip manufacturer, continues to attract strong institutional investor and analyst attention. According to recent disclosures, Pioneer Wealth Management Group nearly doubled its NVIDIA stake in Q2, purchasing an additional 4,817 shares, bringing its total holdings to 9,