166 articles
2026-05-11
www.marketbeat.com
2026-05-11
MarketBeat
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2026-05-11
www.marketbeat.com
2026-05-11
MarketBeat
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2026-05-11
www.marketbeat.com
2026-05-11
MarketBeat
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2026-05-11
www.marketbeat.com
2026-05-11
MarketBeat
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2026-05-11
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2026-05-11
MarketBeat
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2026-05-11
www.marketbeat.com
2026-05-11
MarketBeat
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2026-05-11
digitimes.com
2026-05-11
As India's semiconductor ambitions move from policy announcements to execution, Lam Research sees the country's opportunity extending beyond fabs to the less visible ecosystem that will determine whether it can become a meaningful part of the global chip manufacturing supply chain.
2026-05-10
www.marketbeat.com
2026-05-10
MarketBeat
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2026-05-09
tomshardware.com
2026-05-09
Dan Mateescu
Reducing VRAM and eliminating visual artifacts? What's not to like?
2026-05-09
www.marketbeat.com
2026-05-09
MarketBeat
WestEnd Advisors LLC Sells 13,004 Shares of NVIDIA Corporation $NVDA
Written by MarketBeat
May 9, 2026
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KEY POINTS
WestEnd Advisors LLC cut its NVIDIA stake by 3.7% in the fourth quarter, selling 13,004 shares and still holding 342,999 shares valued at about $63.97 million.
Several NVIDIA insiders also sold shares recently, including EVP Ajay K. Puri and CFO Colett
2026-05-09
www.marketbeat.com
2026-05-09
MarketBeat
Traphagen Investment Advisors LLC Raises Stock Position in NVIDIA Corporation $NVDA
Written by MarketBeat
May 9, 2026
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KEY POINTS
Traphagen Investment Advisors LLC increased its NVIDIA stake by 13.6% in the fourth quarter, buying 4,690 more shares and bringing its total to 39,218 shares worth about $7.3 million.
NVIDIA reported strong quarterly results, with earnin
2026-05-09
www.marketbeat.com
2026-05-09
MarketBeat
Manning & Napier Advisors LLC Has $101.59 Million Stock Holdings in ASML Holding N.V. $ASML
Written by MarketBeat
May 9, 2026
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KEY POINTS
Manning & Napier Advisors LLC massively increased its ASML position in Q4, ending with 94,756 shares worth about $101.6 million. The stake now makes up roughly 1.3% of its portfolio.
ASML’s stock has been strong, recently opening
2026-05-09
www.marketbeat.com
2026-05-09
MarketBeat
Taiwan Semiconductor Manufacturing Company Ltd. $TSM is Manning & Napier Advisors LLC's 5th Largest Position
Written by MarketBeat
May 9, 2026
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KEY POINTS
Manning & Napier Advisors trimmed its Taiwan Semiconductor Manufacturing stake by 16.6% in the fourth quarter, but TSM still remains the fund’s 5th largest position, representing about 3.2% of its portfolio.
Insi
2026-05-09
www.marketbeat.com
2026-05-09
MarketBeat
Sequoia Financial Advisors LLC Boosts Position in ASML Holding N.V. $ASML
Written by MarketBeat
May 9, 2026
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KEY POINTS
Sequoia Financial Advisors increased its ASML stake by 18.3% in the fourth quarter, holding 5,452 shares worth about $5.83 million at the end of the period.
ASML’s stock was up 5.0% and traded near its 52-week high, while the company reported stro
2026-05-09
www.tipranks.com
2026-05-09
TipRanks
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Davis Selected Advisers boosts Nvidia stake with 2,518 shares
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Davis Selected Advisers, managed by Chris Davis, recently executed a significant transaction involving Nvidia Corporation ((NVDA)). The hedge fund increased its position by 2,518 shares.
Spark’s Take on NVDA Stock
2026-05-08
www.marketbeat.com
2026-05-08
MarketBeat
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2026-05-08
www.marketbeat.com
2026-05-08
MarketBeat
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2026-05-08
www.moomoo.com
2026-05-08
Moomoo
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2026-05-08
blogs.oracle.com
2026-05-08
Oracle Blogs
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2026-05-07
tomshardware.com
2026-05-07
Jowi Morales
Negotiations between the National Samsung Electronics Union, which represents workers in the company’s chipmaking division, and management have seemingly broken down over a single issue.