Semiconductor News & Analysis Feed

20 articles
2026-09-03
www.marketbeat.com 2026-09-03
In September 2026, NVIDIA Corporation continued to attract significant market attention. According to SEC filings, Gallacher Capital Management LLC reduced its NVIDIA stake by 43.1% during the second quarter, selling 3,371 shares and reducing its holdings to 4,445 shares, valued at approximately $88
2026-09-02
www.marketbeat.com 2026-09-02
2026-08-31
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2026-08-27
www.marketbeat.com 2026-08-27
American Capital Management Inc. acquired 19,196 shares of Synopsys, Inc. during the second quarter, signaling institutional confidence in the semiconductor design automation sector. Synopsys reported strong Q3 revenue growth of 42.4% year-over-year, with non-GAAP EPS of $3.91 exceeding estimates. T
2026-08-25
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mottcapitalmanagement.com 2026-08-25
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2026-08-21
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2026-08-21
www.marketbeat.com 2026-08-21
In Q2 2026, Aljian Capital Management LLC acquired a new stake in Qualcomm Incorporated, purchasing 9,824 shares valued at approximately $1.815 million. This move reflects the firm's confidence in Qualcomm's future prospects. Other major institutional investors, including Baxter Bros Inc., World Inv
2026-08-19
www.marketbeat.com 2026-08-19
In August 2026, Lee Johnson Capital Management LLC increased its stake in ASML Holding N.V. by acquiring 3,076 shares worth approximately $6.12 million, making it the company's 17th-largest holding and 1.9% of its portfolio. This move reflects continued institutional confidence in ASML, particularly
2026-08-18
www.marketbeat.com 2026-08-18
2026-08-16
www.marketbeat.com 2026-08-16
In August 2026, New Paradigm Capital Management LLC reduced its stake in ASML Holding N.V. (ASML) by 83.3%, selling 1,000 shares and retaining only 200 shares, valued at approximately $398,000. Despite this reduction, ASML reported strong quarterly results with revenue of $10.64 billion and earnings