Semiconductor News & Analysis Feed

On August 13, 2026, MarketBeat reported that Wealthcare Advisory Partners LLC reduced its Qualcomm stake by 21% in Q2, selling 4,515 shares and retaining 16,986 shares valued at approximately $3.14 million. While Qualcomm's Q2 revenue of $9.95 billion exceeded estimates, its EPS of $2.21 narrowly mi

In August 2026, Wealthcare Advisory Partners LLC reduced its stake in Taiwan Semiconductor Manufacturing Company (TSMC) by 22.3%, selling 1,474 shares and retaining 5,144 shares valued at approximately $2.46 million. Despite this reduction, TSMC demonstrated strong operational momentum, reporting qu

Micron Technology delivered a strong quarterly performance with $41.46 billion in revenue and $25.11 EPS, exceeding analyst expectations. Despite insider selling and institutional减持, market sentiment remains bullish, driven by tight HBM supply and sustained AI infrastructure demand. Analysts have co