Semiconductor News & Analysis Feed

On Thursday, CNBC reported on key analyst calls covering major tech companies, with NVIDIA at the forefront as a leader in AI and graphics processing units. While the article primarily focuses on market data and privacy policies, it highlights companies like NVIDIA, Apple, Broadcom, and Tesla, all o

ARK Invest increased its holdings of NVIDIA and Broadcom shares on Monday while reducing its stake in Deere, according to daily fund disclosures. The firm purchased 122,422 NVIDIA shares worth approximately $26.6 million and 39,020 Broadcom shares valued at around $16.5 million. Despite these purcha

On August 11, 2026, ARK Invest adjusted its portfolio by increasing positions in NVIDIA and Broadcom while reducing its stake in Deere. The firm purchased 122,422 shares of NVIDIA across five ETFs for approximately $26.6 million, following a 2.86% drop in stock price after reports that NVIDIA is wor