Semiconductor News & Analysis Feed
191 articles
2026-05-11
www.theglobeandmail.com
2026-05-11
The Globe and Mail
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2026-05-10
mottcapitalmanagement.com
2026-05-10
Mott Capital Management
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2026-05-10
www.tipranks.com
2026-05-10
TipRanks
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2026-05-10
www.tipranks.com
2026-05-10
TipRanks
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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
Image from MarketBeat Media, LLC.
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 Stock Holdings Cut by Makena Capital Management LLC
Written by MarketBeat
May 9, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Makena Capital Management cut its TSMC holdings by 9.1% in the fourth quarter, selling 8,454 shares and leaving it with 84,495 shares valued at about $25.7 million.
TSMC reported strong quarterly results, including $
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
Image from MarketBeat Media, LLC.
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.phoronix.com
2026-05-09
Phoronix
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2026-05-08
petapixel.com
2026-05-08
PetaPixel
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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.marketbeat.com
2026-05-08
MarketBeat
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2026-05-08
www.fool.com
2026-05-08
The Motley Fool
Nvidia(NVDA1.38%)isn't just a company that designs GPUs and products that support its hardware ecosystem; it also has an investment wing. While its portfolio of outside holdings is not as big as some companies hold, it is sizable, and taking note of what Nvidia owns is a smart strategy, because it has more information than the average investor about what's going on inside some of these companies.
2026-05-08
finance.yahoo.com
2026-05-08
Yahoo Finance
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2026-05-07
www.marketbeat.com
2026-05-07
MarketBeat
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2026-05-07
www.marketbeat.com
2026-05-07
MarketBeat
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2026-05-07
finance.yahoo.com
2026-05-07
Yahoo Finance
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2026-05-07
www.openpr.com
2026-05-07
openPR.com
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2026-05-07
www.mitsloanme.com
2026-05-07
MIT Sloan Management Review Middle East
AI Reshaping Ranking and Value: Alphabet Closes In on Nvidia, Samsung Hits $1TAI and cloud business are rewriting who commands the world's most valuable companies list.MITSloan ME EditorialMay 06, 2026TopicsAI and Machine LearningData, AI, & Machine LearningLeadershipNewsSubscribeShareShareAI Reshaping Ranking and Value: Alphabet Closes In on Nvidia, Samsung Hits $1TTwitterFacebookWhatsappLinkedin
2026-05-06
www.openpr.com
2026-05-06
openPR.com
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