Semiconductor News & Analysis Feed
53 articles
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
Fieldview Capital Management LLC Purchases 3,862 Shares of Cadence Design Systems, Inc. $CDNS
Written by MarketBeat
June 14, 2026
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KEY POINTS
Fieldview Capital Management increased its Cadence Design Systems stake by 116.4% in the fourth quarter, buying 3,862 shares to bring its total to 7,181 shares worth about $2.25 million.
Cadence Design Systems reported better
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
LRT Capital Management LLC Decreases Stock Position in Texas Instruments Incorporated $TXN
Written by MarketBeat
June 14, 2026
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KEY POINTS
LRT Capital Management cut its Texas Instruments stake by 54.7% in the fourth quarter, selling 8,283 shares and leaving it with 6,851 shares worth about $1.19 million.
Analysts are mixed on TXN: recent calls ranged from “market
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
35,100 Shares in NVIDIA Corporation $NVDA Acquired by Arvin Capital Management LP
Written by MarketBeat
June 14, 2026
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Arvin Capital Management LP acquired a new position in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm acqui
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Bought by Bornite Capital Management LP
Written by MarketBeat
June 14, 2026
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KEY POINTS
Bornite Capital Management LP more than doubled its stake in TSMC in the fourth quarter, buying an additional 106,600 shares to bring its total to 206,600 shares worth about $62.8 million. TSMC now represents 6.1% of th
2026-06-13
www.marketbeat.com
2026-06-13
MarketBeat
Howland Capital Management LLC Has $99.43 Million Stock Position in NVIDIA Corporation $NVDA
Written by MarketBeat
June 13, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Howland Capital Management increased its NVIDIA stake by 8.3% in the fourth quarter, adding 40,896 shares and bringing its total holding to 533,121 shares valued at about $99.4 million.
NVIDIA reported strong quarterly results
2026-06-09
news.google.com
2026-06-09
MarketBeat
2026-06-07
mottcapitalmanagement.com
2026-06-07
Mott Capital Management
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2026-05-31
www.marketbeat.com
2026-05-31
MarketBeat
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2026-05-31
www.marketbeat.com
2026-05-31
MarketBeat
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2026-05-30
www.marketbeat.com
2026-05-30
MarketBeat
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2026-05-30
www.theglobeandmail.com
2026-05-30
The Globe and Mail
Discovery Capital Management, LLC, managed by Rob Citrone, recently executed a significant transaction involving Nvidia Corporation ((NVDA)). The hedge fund increased its position by 57,200 shares.
According to Spark, TipRanks’ AI Analyst, NVDA is a Outperform.
The score is driven primarily by exceptional financial performance (profitability, cash flow, and low leverage) and a very strong earnin
2026-05-29
www.marketbeat.com
2026-05-29
MarketBeat
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2026-05-29
www.marketbeat.com
2026-05-29
MarketBeat
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2026-05-28
www.marketbeat.com
2026-05-28
MarketBeat
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2026-05-28
www.marketbeat.com
2026-05-28
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2026-05-27
www.marketbeat.com
2026-05-27
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2026-05-27
www.marketbeat.com
2026-05-27
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2026-05-26
www.marketbeat.com
2026-05-26
MarketBeat
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2026-05-26
www.marketbeat.com
2026-05-26
MarketBeat
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2026-05-26
www.marketbeat.com
2026-05-26
MarketBeat
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