Semiconductor News & Analysis Feed
1206 articles
2026-05-09
www.marketbeat.com
2026-05-09
MarketBeat
Tokio Marine Asset Management Co. Ltd. Acquires 8,810 Shares of NVIDIA Corporation $NVDA
Written by MarketBeat
May 9, 2026
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Tokio Marine Asset Management increased its NVIDIA stake by 8,810 shares in the fourth quarter, bringing its total holdings to 1,236,668 shares worth about $230.6 million. NVIDIA is now its largest portfolio holding, representing ro
2026-05-09
www.marketbeat.com
2026-05-09
MarketBeat
Summit Wealth Partners LLC Decreases Stock Position in NVIDIA Corporation $NVDA
Written by MarketBeat
May 9, 2026
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Summit Wealth Partners LLC reduced its NVIDIA stake by 44.7% in the fourth quarter, selling 6,345 shares and ending with 7,857 shares valued at about $1.465 million.
Despite some mixed market sentiment, NVIDIA continues to receive strong Wal
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
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2026-05-09
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2026-05-09
www.marketbeat.com
2026-05-09
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Is Costco Preparing Another Special Dividend This Year?Sell 99% of Your Stocks, Do THIS Instead… (Ad)The USMCA Review Is Coming: 3 Border-Sensitive Stocks to WatchRocket Lab Posts Record Q1 Revenue, Raises Q2 GuidanceYou’re Being LIED To About The Iran War (Ad)SLB’s Tough Quarter Masks a Powerful Long-Term ShiftHims & Hers Earnings Preview: The Novo Nordisk Shift Puts GLP-1 St
2026-05-09
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2026-05-09
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United States/Semiconductors/NasdaqGS:MRVL
Marvell Technology (MRVL) Valuation Check After Nvidia Investment And Expanding Custom AI Chip Partnerships
May 09, 2026
Simply Wall St
Marvell Technology (MRVL) is back in focus after a sharp 6.2% one day drop. This comes on the heels of record data center revenue, a US
2026-05-09
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2026-05-09
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South Korea/Semiconductors/KOSE:A000660
Assessing SK hynix (KOSE:A000660) Valuation After A Sharp Three-Month Share Price Rally
May 09, 2026
Simply Wall St
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Recent share performance and what it means for SK hynix investors
SK hynix (KOSE:A000660) stock has drawn fresh attention after a strong recent
2026-05-09
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2026-05-09
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United States/Electronic Equipment and Components/NYSE:COHR
A Look At Coherent (COHR) Valuation After Strong Q3 Results And Nvidia AI Data Center Deal
May 09, 2026
Simply Wall St
Coherent (COHR) just reported third quarter results that put its AI data center and communications exposure in the spotlight, with reve
2026-05-09
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2026-05-09
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2026-05-09
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2026-05-09
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2026-05-09
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2026-05-09
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US Markets
S&P 500
7,398.93
+61.82 +0.84%
Dow 30
49,609.16
+12.19 +0.02%
Nasdaq
26,247.08
+440.88 +1.71%
Russell 2000
2,861.21
+21.58 +0.76%
VIX
17.19
+0.
2026-05-09
simplywall.st
2026-05-09
simplywall.st
United States/Semiconductors/NasdaqGS:TSEM
Assessing Tower Semiconductor (TSEM) Valuation After Credit Outlook Shift And Defense Ramp-Up
May 09, 2026
Simply Wall St
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Tower Semiconductor (NasdaqGS:TSEM) is back in focus after S&P’s Maalot unit shifted its credit rating outlook to Positive and Axiro’s radar chips on Tower’s SiGe process began ramping into volume production for U.S. d
2026-05-09
finance.yahoo.com
2026-05-09
Yahoo Finance
A Look At Corning (GLW) Valuation After The NVIDIA AI Data Center Partnership
Simply Wall St
Fri, May 8, 2026 at 2:30 PM PDT 2 min read
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Corning (GLW) is back on many investors’ screens after announcing a multi year part
2026-05-09
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2026-05-09
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2026-05-09
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2026-05-09
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2026-05-09
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2026-05-09
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2026-05-09
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2026-05-09
The Motley Fool
Semiconductor stocks have been at the heart of the artificial intelligence (AI) boom. That's because the chips and equipment are necessary to handle the massive computing power needed for AI workloads.Chipmakers likeNvidia,Broadcom, andAMD, to name a few, have been juggernauts over the past several years, but they have come back to Earth a bit in 2026. For the most part, that's due more to their u
2026-05-08
simplywall.st
2026-05-08
simplywall.st
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