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Semiconductor Stocks Pressure the S&P 500 - Mott Capital Management

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mottcapitalmanagement.com 2026-08-25

Nvidia Earnings Put Downside Risk in Focus - Mott Capital Management

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mottcapitalmanagement.com 2026-08-23

Brookfield Asset Management (BAM) & NVIDIA Corporation (NVDA): BAM’s CEO Says AI’s Bottleneck Is Infrastructure, Not Capital - Yahoo Finance

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finance.yahoo.com 2026-08-18

Micron Technology, Inc. $MU Shares Sold by Credit Capital Investments LLC - MarketBeat

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www.marketbeat.com 2026-08-15

Micron Technology has shown strong market activity despite a reduction in holdings by Credit Capital Investments LLC, which sold 4.9% of its stake in the second quarter. Although the fund reduced its position to 58,550 shares valued at $67.58 million, Micron remains the largest holding in the fund's

Micron Technology Semiconductor AI Demand Stock Price Institutional Holdings Analyst Ratings Memory Chips DRAM

Versant Capital Management Inc Sells 3,556 Shares of NVIDIA Corporation $NVDA - MarketBeat

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www.marketbeat.com 2026-08-14

NVIDIA reported strong quarterly results, with revenue up 85.2% year-over-year to $81.61 billion and EPS of $1.87, exceeding expectations. The company announced an $80 billion share-repurchase program and increased its quarterly dividend to $0.25 per share. Despite this, concerns persist regarding N

NVIDIA Semiconductor Industry AI Chips Institutional Investors Stock Selling Market Valuation Artificial Intelligence Chip Manufacturing

NVIDIA Corporation $NVDA Shares Sold by Sapient Capital LLC - MarketBeat

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www.marketbeat.com 2026-08-13

NVIDIA Corporation continues to dominate the AI and semiconductor landscape despite institutional selling pressure. While Sapient Capital LLC reduced its stake by 35.2% in Q1, NVIDIA delivered a strong quarterly performance with revenue of $81.61 billion and EPS of $1.87, exceeding estimates. The co

NVIDIA Semiconductor Artificial Intelligence GPU AI Chip Institutional Holdings Stock Buyback Dividend

Sapient Capital LLC Has $17.08 Million Position in Qualcomm Incorporated $QCOM - MarketBeat

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news.google.com 2026-08-10

Taiwan Semiconductor Manufacturing Company Ltd. $TSM Stake Raised by Sapient Capital LLC - MarketBeat

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news.google.com 2026-08-10

Sapient Capital LLC Acquires 7,416 Shares of ASML Holding N.V. $ASML - MarketBeat

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news.google.com 2026-08-10

Sapient Capital LLC Boosts Stake in Micron Technology, Inc. $MU - MarketBeat

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news.google.com 2026-08-10

JAT Capital Mgmt LP Makes New Investment in NVIDIA Corporation $NVDA - MarketBeat

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news.google.com 2026-08-08

Van Diest Capital LLC Raises Holdings in NVIDIA Corporation $NVDA - MarketBeat

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news.google.com 2026-08-07

Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Purchased by RDST Capital LLC - MarketBeat

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www.marketbeat.com 2026-07-29

Taiwan Semiconductor Manufacturing Company (TSMC), as the world's leading semiconductor foundry, continues to attract significant attention from institutional investors. According to SEC filings, RDST Capital LLC increased its stake in TSMC by 111.4% in the first quarter, holding 177,619 shares valu

TSMC Semiconductor AI Chip Institutional Investment Capital Expenditure Stock Price Analysis Market Trends Analyst Ratings

Semiconductor Stocks Test Critical Support Levels - Mott Capital Management

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news.google.com 2026-07-28

Taiwan Semiconductor Manufacturing Company Ltd. $TSM is Van Diest Capital LLC's 2nd Largest Position - MarketBeat

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news.google.com 2026-07-26

Taiwan Semiconductor Manufacturing Company Ltd. $TSM Position Reduced by Guardian Point Capital LP - MarketBeat

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news.google.com 2026-07-26

Arrowstreet Capital Limited Partnership Decreases Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM - MarketBeat

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