Semiconductor News & Analysis Feed
9766 articles
2026-06-28
www.marketbeat.com
2026-06-28
MarketBeat
Taiwan Semiconductor Manufacturing Company Ltd. $TSM is Gunderson Capital Management LLC's Largest Position
Written by MarketBeat
June 28, 2026
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KEY POINTS
Gunderson Capital Management increased its stake in Taiwan Semiconductor Manufacturing by 4.4% in the first quarter, making TSM its largest holding at about 5% of the portfolio, worth roughly $12.0 million.
Seve
2026-06-28
www.marketbeat.com
2026-06-28
MarketBeat
Pictet Asset Management Holding SA Trims Stock Position in Cadence Design Systems, Inc. $CDNS
Written by MarketBeat
June 28, 2026
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KEY POINTS
Pictet Asset Management cut its Cadence Design Systems stake by 18.3% in the first quarter, selling 279,759 shares and leaving it with 1,247,222 shares valued at about $346.6 million.
Insiders also sold stock: CEO Anirudh Dev
2026-06-28
www.tikr.com
2026-06-28
TIKR.com
Key Takeaways for Micron Stock
Revenue reached $41.46 billion in Q3 FY2026, a 346% increase year-over-year.
Gross margins expanded to 85% in Q3 FY2026, up from 45% in Q3 FY2025.
Operating income hit $33.32 billion in Q3 FY2026, with operating margins reaching 80%.
If you’ve been watching memory stocks and want to understand what Micron’s income statement reveals about the valuation gap, TIKR has
2026-06-28
www.marketbeat.com
2026-06-28
MarketBeat
Goodman Advisory Group LLC Invests $2.21 Million in Synopsys, Inc. $SNPS
Written by MarketBeat
June 28, 2026
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KEY POINTS
Goodman Advisory Group LLC initiated a new position in Synopsys during the first quarter, buying 5,576 shares valued at about $2.21 million.
Synopsys reported stronger-than-expected quarterly results, with EPS of $3.35 versus estimates of $3.15 a
2026-06-28
www.marketbeat.com
2026-06-28
MarketBeat
Goodman Advisory Group LLC Has $10.13 Million Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 28, 2026
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KEY POINTS
Goodman Advisory Group LLC cut its Taiwan Semiconductor Manufacturing stake by 12.9% in the first quarter, selling 4,433 shares and leaving it with 29,979 shares valued at about $10.13 million.
Analysts remai
2026-06-28
www.marketbeat.com
2026-06-28
MarketBeat
Goodman Advisory Group LLC Makes New Investment in Texas Instruments Incorporated $TXN
Written by MarketBeat
June 28, 2026
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KEY POINTS
Goodman Advisory Group LLC opened a new position in Texas Instruments during Q1, buying 10,510 shares valued at about $2.04 million.
Texas Instruments reported strong quarterly results, with earnings of $1.68 per share beating estim
2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
Micron Just Revealed a Massive Multi-Decade Growth Opportunity. It's Not AI Data Centers. It Might Be Even Bigger.
Keith Speights, The Motley Fool
June 28, 2026 4 min read
MU
+0.94%
NVDA
+0.37%
Explore stocks on Coinbase
Trading disclosure
Micron Technology's (NASDAQ: MU) spectacular third-quarter earnings report last week shouldn't have surprised anyone. All the signs of a blowout quarterly upda
2026-06-28
www.insidermonkey.com
2026-06-28
Insider Monkey
NEWS
Atomera (ATOM) Introduces MST Technology to Enhance GaN-on-Silicon Performance for RF Applications
Published on June 28, 2026 at 5:35 am by MAHAM FATIMA in News
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Atomera Incorporated (NASDAQ:ATOM) is one of the best performing tech stocks to buy according to analysts. On June 4, Atomera introduced an approach using its proprietary MST technology to address performance barriers in GaN-on
2026-06-28
www.marketbeat.com
2026-06-28
MarketBeat
Texas Instruments Incorporated $TXN Shares Sold by Metropolis Capital Ltd
Written by MarketBeat
June 28, 2026
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KEY POINTS
Metropolis Capital Ltd reduced its Texas Instruments stake by 43.9% in the first quarter, selling 912,521 shares and leaving it with 1,168,177 shares worth about $226.8 million.
Texas Instruments has seen mixed analyst sentiment: the stock’s con
2026-06-28
www.marketbeat.com
2026-06-28
MarketBeat
Metropolis Capital Ltd Sells 184,630 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 28, 2026
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KEY POINTS
Metropolis Capital Ltd reduced its stake in Taiwan Semiconductor Manufacturing by 34.9% in Q1, selling 184,630 shares and leaving it with 345,102 shares worth about $116.6 million.
Wall Street sentiment remains upbeat:
2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
Atomera (ATOM) Introduces MST Technology to Enhance GaN-on-Silicon Performance for RF Applications
Maham Fatima
June 28, 2026 2 min read
ATOM
-0.74%
Trade Atomera on Coinbase
Trading disclosure
Atomera Incorporated (NASDAQ:ATOM) is one of the best performing tech stocks to buy according to analysts. On June 4, Atomera introduced an approach using its proprietary MST technology to address performa
2026-06-28
www.fool.com
2026-06-28
The Motley Fool
Micron Technology's (
MU
+1.18%
) spectacular third-quarter earnings report last week shouldn't have surprised anyone. All the signs of a blowout quarterly update were in place well before the memory chipmaker announced its results. I predicted that the stock would soar after its Q3 update and was proven right -- but that didn't require Nostradamus-like prophetic skills.
There was more exciting n
2026-06-28
www.investing.com
2026-06-28
Investing.com
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2026-06-28
www.marketbeat.com
2026-06-28
MarketBeat
Boomfish Wealth Group LLC Buys 3,653 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 28, 2026
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KEY POINTS
Boomfish Wealth Group LLC increased its stake in Taiwan Semiconductor Manufacturing by 82.5% in the first quarter, buying 3,653 additional shares and bringing its total holding to 8,083 shares valued at about $2.73 mill
2026-06-28
www.marketbeat.com
2026-06-28
MarketBeat
Border to Coast Pensions Partnership Ltd Boosts Holdings in Synopsys, Inc. $SNPS
Written by MarketBeat
June 28, 2026
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KEY POINTS
Border to Coast Pensions Partnership Ltd increased its Synopsys stake by 34.9% in Q1, adding 27,429 shares to reach 106,116 shares valued at about $42.2 million.
Several other institutional investors also boosted their holdings, and hedge
2026-06-28
news.google.com
2026-06-28
MarketBeat
2026-06-28
www.ad-hoc-news.de
2026-06-28
Ad-hoc-news.de
Synopsys Inc., US8716071076
Synopsys opens the week with a clear strategy focus, shares on the NASDAQ-100 radar
28.06.2026 - 09:35:13 | ad-hoc-news.de
Synopsys enters the new week with a solid strategic position in electronic design automation and a prominent role in the NASDAQ-100. Investors look at long-term growth drivers rather than short-term headlines.
Synopsys Inc., US8716071076
By Stefa
2026-06-28
www.marketbeat.com
2026-06-28
MarketBeat
APEIRON CAPITAL Ltd Acquires Shares of 8,800 Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 28, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
APEIRON CAPITAL Ltd opened a new position in Taiwan Semiconductor Manufacturing, buying 8,800 shares valued at about $2.97 million. The stake makes TSMC its 9th-largest holding and roughly 2.8% of the portfolio.
Insider t
2026-06-28
www.benzinga.com
2026-06-28
Benzinga
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2026-06-28
www.marketbeat.com
2026-06-28
MarketBeat
Athena Wealth Management LLC Increases Position in NVIDIA Corporation $NVDA
Written by MarketBeat
June 28, 2026
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KEY POINTS
Athena Wealth Management LLC increased its NVIDIA stake by 214.3% in the first quarter, buying 6,442 additional shares and bringing its total to 9,448 shares valued at about $1.65 million.
NVIDIA’s latest earnings beat expectations, with $1.87